TY 2024 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) Kelly Ann Ewin......................................................................
Board Member

1.00
.................

(2) Margaret Penn......................................................................
Board Member

1.00
.................

(3) Lisa Alcorn......................................................................
Board Member

1.00
.................

(4) Abby Rodgers......................................................................
Board Member

1.00
.................

(5) Michelle Purvis......................................................................
President/Board Member

1.00
.................

(6) Marilyn Berry......................................................................
V-Pres/Board Member

1.00
.................

(7) Vivianne Mays......................................................................
Secretary/Board Member

1.00
.................

(8) Cameron Newberry......................................................................
Treasurer/Board Member

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

The Assembly Inc

Employer identification number

90-0783587

Return Reference	Explanation
Form 990, Part VI, Section A, line 6	This organization is organized as a corporation, with the majority of members classified as voting/active (currently 375). There are also 15 non-resident members who live outside of the 761xx zip codes and associate members (currently 48 women) who are former debutantes or daughters of members waiting to be voted in as active members. All of these members pay dues and may attend the ball, but only active members have voting privileges.
Form 990, Part VI, Section A, line 7a	The voting/active members have the power to elect officers to the governing body.
Form 990, Part VI, Section A, line 7b	All voting/active members vote on the following decisions: officers, new members, and any change in the by-laws.
Form 990, Part VI, Section B, line 11b	The organization emailed this Form 990 to all the members of the governing board prior to the filing deadline. The board members were told to direct their comments to the tax return preparer.
Form 990, Part VI, Section C, line 19	No requests were made by the public to review any of the organization's documents during the 2024 fiscal year.
Form 990, Part IX, line 24e	Music: Program service expenses 8,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,600. Lighting: Program service expenses 8,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,300. Invitations/Stationery: Program service expenses 7,041. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,041. Printing and Postage: Program service expenses 6,308. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,308. Insurance: Program service expenses 5,258. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,258. Photography: Program service expenses 2,917. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,917. Rehearsal Dinner (President's fund): Program service expenses 2,609. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,609. Video: Program service expenses 1,766. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,766. Debutante Gifts: Program service expenses 1,757. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,757. Programs: Program service expenses 1,630. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,630. Misc/Ball: Program service expenses 1,447. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,447. Calligraphy: Program service expenses 953. Management and general expenses 0. Fundraising expenses 0. Total expenses 953. Past President's Meeting: Program service expenses 528. Management and general expenses 0. Fundraising expenses 0. Total expenses 528. Seamstress: Program service expenses 350. Management and general expenses 0. Fundraising expenses 0. Total expenses 350. Misc/Supplies: Program service expenses 59. Management and general expenses 0. Fundraising expenses 0. Total expenses 59.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: The Assembly's primary purpose is to promote social pleasure, and its focus is an annual debutante ball.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	375
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	375
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	230,350	289,450
9	Program service revenue (Part VIII, line 2g) .........	21,450	8,750
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	0
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	251,800	298,200
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	316,529	283,408
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	316,529	283,408
19	Revenue less expenses. Subtract line 18 from line 12.......	-64,729	14,792
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	181,155	195,947
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	181,155	195,947

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 283,408 including grants of $ ) (Revenue $ 298,200 )
	All revenue and expenses are related to the annual debutante ball.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses283,408

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b	289,450
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		289,450

		Business Code
2a	Guest Fee Paid by Memb	813410	8,750	8,750
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		8,750

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			298,200	8,750	0	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	2,000	2,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Ball decorations	131,455	131,455
b	Ridglea Country Club	78,816	78,816
c	Rentals	11,572	11,572
d	Meetings	10,042	10,042
e	All other expenses	49,523	49,523
25	Total functional expenses. Add lines 1 through 24e	283,408	283,408	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		171,155	1	195,947
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		10,000	9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		181,155	16	195,947

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	181,155	31	195,947
32	Total net assets or fund balances ...........	181,155	32	195,947
33	Total liabilities and net assets/fund balances ........	181,155	33	195,947