Nonprofit · EIN 64-0899593
TRI-STATE EDUCATIONAL FOUNDATION
Tax-exempt · IUKA, MS 38852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,453,484 | $1,775,232 | -$321,748 | $2,190,285 | $336,319 | $1,853,966 |
| September 30, 2024 | 990 | $1,712,896 | $1,994,879 | -$281,983 | $2,329,520 | $153,806 | $2,175,714 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $3,531
- Net rental income
- $6,000
- Net income from gaming
- $1,435,190
- Other revenue
- $1,449,953
Expenses
- Grants and similar amounts paid
- $1,524,786
- Compensation of officers, directors and key employees
- $480
- Other salaries and wages
- $99,475
- Salaries, compensation and benefits (total)
- $114,643
- Professional fundraising fees
- $0
- Accounting fees
- $11,674
- Depreciation
- $3,728
- Program services (functional)
- $1,524,786
- Management and general (functional)
- $173,599
- Fundraising (functional)
- $76,847
Balance sheet and other
- Total assets, start of year
- $2,329,520
- Total assets, end of year
- $2,190,285
- Total liabilities, end of year
- $336,319
- Net assets, end of year
- $1,853,966
- Land, buildings and equipment
- $10,855
- Net assets without donor restrictions
- $1,853,966
- Gross unrelated business income
- $867,071
- Gross receipts
- $9,271,058
- Employees
- 27
- Year formed
- 1997
- State of legal domicile
- MS
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA ELLINGTON | DIRECTOR Trustee or director | 1 | $120 |
| NANCY BROWN | SECRETARY/TR Trustee or director | 5 | $120 |
| ELIZABETH LOVELACE | CHAIRMAN Trustee or director, Officer | 5 | $120 |
| MARY D LAMBERT | DIRECTOR Trustee or director | 1 | $60 |
| JAMES PHELPS | DIRECTOR Trustee or director | 1 | $60 |
| BOB FERGUSON | PAST CHAIRMA Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB FERGUSON | PAST CHAIRMA Trustee or director, Officer | 1 | $120 |
| MARY D LAMBERT | DIRECTOR Trustee or director | 1 | $120 |
| SARA ELLINGTON | DIRECTOR Trustee or director | 1 | $120 |
| ELIZABETH LOVELACE | CHAIRMAN Trustee or director, Officer | 5 | $120 |
| NANCY BROWN | SECRETARY/TR Trustee or director | 5 | $60 |
| JAMES PHELPS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1083, IUKA, MS 38852-6083
- In care of
- % BOB FERGUSON
- Principal officer (990 for 2024)
- ELIZABETH LOVELACE
- Signed the 990
- ELIZABETH LOVELACE, CHAIRMAN
- Phone
- (662) 423-3027
- Return prepared by
- THE SPARKS CPA FIRM PC
Mission
THE FOUNDATION PROVIDES FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND GRANTS TO QUALIFIED APPLICANTS.
Program accomplishments
- THE FOUNDATION PROVIDES FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND GRANTS.Expenses $1,524,786 · grants $1,524,786
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 64-0899593
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,190,285
- Income (IRS master file)
- $9,271,058
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,803,066 | $1,457,987 | $2,690,142 | IRS |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $1,831,836 | $1,025,079 | $2,371,826 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about TRI-STATE EDUCATIONAL FOUNDATION
- What is the EIN of TRI-STATE EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of TRI-STATE EDUCATIONAL FOUNDATION is 64-0899593.
- Is TRI-STATE EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TRI-STATE EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRI-STATE EDUCATIONAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRI-STATE EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRI-STATE EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of TRI-STATE EDUCATIONAL FOUNDATION?
- The 990 for the year ended September 30, 2025 names ELIZABETH LOVELACE.
- Who are the officers and directors of TRI-STATE EDUCATIONAL FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 6 people; 5 received compensation from the organization, the highest $120 (SARA ELLINGTON, DIRECTOR).
- How much revenue does TRI-STATE EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,453,484, expenses of $1,775,232 and total assets of $2,190,285 at year end.
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