Civic Intelligence

Baldwin County Electric Membership Charitable Foundation Inc

990 • Fiscal year 2020 • EIN 20-0654595

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

P O Box 220Summerdale, AL 36580

(251) 989-6247

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

32nd percentile

-2.8%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

17th percentile

-6.2%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-5.7%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$215,816

Down $14,368 (-6.2%) from 2019

Net Assets

Down

$215,816

Down $14,368 (-6.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$513,854

Down $30,931 (-5.7%) from 2019

Expenses

Down

$528,222

Down $67,868 (-11%) from 2019

Net Income

Up

-$14,368

Up $36,937 (+72%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $164,495Liabilities 2010: $0Net Assets 2010: $164,4952010Assets 2011: $253,077Liabilities 2011: $0Net Assets 2011: $253,0772011Assets 2012: $266,023Liabilities 2012: $0Net Assets 2012: $266,0232012Assets 2013: $252,573Liabilities 2013: $0Net Assets 2013: $252,5732013Assets 2014: $199,076Liabilities 2014: $0Net Assets 2014: $199,0762014Assets 2015: $195,215Liabilities 2015: $0Net Assets 2015: $195,2152015Assets 2016: $200,160Liabilities 2016: $0Net Assets 2016: $200,1602016Assets 2017: $233,685Liabilities 2017: $0Net Assets 2017: $233,6852017Assets 2018: $281,489Liabilities 2018: $0Net Assets 2018: $281,4892018Assets 2019: $230,184Liabilities 2019: $0Net Assets 2019: $230,1842019Assets 2020: $215,816Liabilities 2020: $0Net Assets 2020: $215,8162020Assets 2021: $187,724Liabilities 2021: $0Net Assets 2021: $187,7242021Assets 2022: $157,229Liabilities 2022: $0Net Assets 2022: $157,2292022Assets 2023: $199,738Liabilities 2023: $0Net Assets 2023: $199,7382023Assets 2024: $158,583Liabilities 2024: $0Net Assets 2024: $158,5832024

Highlighted filing

2020

Assets$215,816
Liabilities$0
Net Assets$215,816

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $423,2022010Expenses 2011: $343,8942011Expenses 2012: $422,3262012Revenue 2013: $453,168Expenses 2013: $466,615Net Income 2013: -$13,4472013Revenue 2014: $459,470Expenses 2014: $512,967Net Income 2014: -$53,4972014Revenue 2015: $467,766Expenses 2015: $471,627Net Income 2015: -$3,8612015Revenue 2016: $505,264Expenses 2016: $500,319Net Income 2016: $4,9452016Revenue 2017: $525,747Expenses 2017: $492,222Net Income 2017: $33,5252017Revenue 2018: $524,145Expenses 2018: $476,341Net Income 2018: $47,8042018Revenue 2019: $544,785Expenses 2019: $596,090Net Income 2019: -$51,3052019Revenue 2020: $513,854Expenses 2020: $528,222Net Income 2020: -$14,3682020Revenue 2021: $501,631Expenses 2021: $529,723Net Income 2021: -$28,0922021Revenue 2022: $503,434Expenses 2022: $533,929Net Income 2022: -$30,4952022Revenue 2023: $499,998Expenses 2023: $457,489Net Income 2023: $42,5092023Revenue 2024: $544,018Expenses 2024: $585,173Net Income 2024: -$41,1552024

Highlighted filing

2020

Revenue$513,854
Expenses$528,222
Net Income-$14,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.0
Gross Receipts
$513,854
Mission and Program Overview

Mission

Purpose is for the accumulation and disbursement of funds for charitable purposes to individuals and organizations for needs related to the following: food, shelter, clothing, health, environmental, and educational.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,494$183,426▼ $15,068
Accounts Receivable$31,690$32,390▲ $700
Total Assets$230,184$215,816▼ $14,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$230,184$215,816▼ $14,368
Total Net Assets Fund Balance$230,184$215,816▼ $14,368
Total Liabilities and Net Assets / Fund Balance$230,184$215,816▼ $14,368
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$126,212
Program Service Revenue
$387,470
Investment Income
$172
Other Revenue
$0
All Other Contributions
$126,212
Change in Net Assets
$-14,368

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$126,212
Total Noncash Contributions1$126,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$513,854
Total Revenue per Audited Statements
$513,854
Total Revenue per Form 990
$513,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,810
Other Expenses$127,412
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,864--$257,864
Grants to Domestic Individuals$142,946--$142,946
Other Expenses$126,212--$126,212
Fees for Services Accounting$1,200--$1,200
Total Functional Expenses$528,222$0$0$528,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$528,222
Total Expenses per Audited Statements$528,222
Total Expenses per Form 990$528,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Baldwin CountyFoley, AL-Financial Assistance$25,000
ALABAMA SHERIFF'S YOUTH RANCHSummerdale, AL-Financial Assistance$20,000
American National Red Cross - BaldwFoley, AL-Financial Assistance$20,000
Catholic Social ServicesRobertsdale, AL-Financial Assistance$20,000
Christian Service CenterGulf Shores, AL-Financial Assistance$20,000
Ecumenical MinistriesFairhope, AL-Financial Assistance$20,000
Jennifer Claire Moore FoundationFoley, AL-Financial Assistance$20,000
Prodisee PantrySpanish Fort, AL-Financial Assistance$20,000
The Shoulder of the Gulf CoastSpanich Fort, AL-Financial Assistance$17,708
Youth Reach Gulf Coast IncSummerdale, AL-Financial Assistance$16,446
Baldwin County Child Advocacy CenteBay Minette, AL-Financial Assistance$15,610
The LighthouseRobertsdale, AL-Financial Assistance$15,000
Summerdale Police DepartmentSummerdale, AL--$10,000
Under His WingsRobertsdale, AL-Financial Assistance$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Mary jean barnhill mary lou mcmillan director director daughter mary lou mcmillan mary jean barnhill director director mother

Form 990, Page 6, Part VI, Line 11B

990 is reviewed by the foundation's chairman and any other board members before signing and filing.

Form 990, Page 6, Part VI, Line 12C

Disclosure statements are filled out and signed by all directors and officers.

Form 990, Page 6, Part VI, Line 19

All financial statements, minutes to board meetings as well as any other foundation records are made available upon request.

Filing and Contact Details

Filer

Filer Name
Baldwin County Electric Membership
EIN
20-0654595
Phone
2519896247
Address
P O BOX 220, SUMMERDALE, AL 36580

Signing Officer

Name
Cindy Haber
Title
Secretary
Phone
2519896247
Signed
2021-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Mullek
Formed
2004
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Avizo Group Inc
Address
PO BOX 1469, FAIRHOPE, AL 36533-1469
Preparer
Dennis Sherrin
Phone
2519282443
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Gifts in kind received from baldwin county electric membership corporation.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALABAMA SHERIFF'S YOUTH RANCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN NATIONAL RED CROSS - BALDW
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BALDWIN COUNTY CHILD ADVOCACY CENTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHRISTIAN SERVICE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ECUMENICAL MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6JENNIFER CLAIRE MOORE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7PRODISEE PANTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE LIGHTHOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9UNDER HIS WINGS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10UNITED WAY OF BALDWIN COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11YOUTH REACH GULF COAST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12THE SHOULDER OF THE GULF COAST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13SUMMERDALE POLICE DEPARTMENT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt021870 COUTY ROAD 32
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1412 E LAUREL AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2108 BLACKBURN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt323010 HWY 59
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4317 DOLPHIN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 1103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6819 NORTH MACKENZIE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO BOX 7403
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 531
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt923640 MILDORF ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10PO BOX 244
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1231214 COLEMAN LN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13502 W LEE AVE
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1FOLEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BAY MINETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ROBERTSDALE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4GULF SHORES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FAIRHOPE
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFTS IN KIND RECEIVED FROM BALDWIN COUNTY ELECTRIC MEMBERSHIP CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARY JEAN BARNHILL MARY LOU MCMILLAN DIRECTOR DIRECTOR DAUGHTER MARY LOU MCMILLAN MARY JEAN BARNHILL DIRECTOR DIRECTOR MOTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 IS REVIEWED BY THE FOUNDATION'S CHAIRMAN AND ANY OTHER BOARD MEMBERS BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCLOSURE STATEMENTS ARE FILLED OUT AND SIGNED BY ALL DIRECTORS AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL FINANCIAL STATEMENTS, MINUTES TO BOARD MEETINGS AS WELL AS ANY OTHER FOUNDATION RECORDS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BALDWIN COUNTY ELECTRIC MEMBERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0CORPORATION - 63-0014658
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630014658
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RURAL ELEC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 220 19600 STATE HIGHWAY 59

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$5.44$5.85$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$5.00$4.57$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$5.03$5.34$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$5.02$5.30$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$5.14$5.28$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$5.45$5.96$0.51
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$5.24$4.76$0.48
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$5.26$4.92$0.34
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$5.05$5.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$4.68$4.72$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$4.59$5.13$0.53
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$4.53$4.67$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$4.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$3.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$4.23