Civic Intelligence

North Shelby-Inverness Foundation

EIN 27-4436583 • 501(c)3 • Birmingham, AL

Profile

North shelby-inverness foundation is a charitable foundation to distribute the benevolent causes of the north shelby inverness rotary club.

PO Box 383113Birmingham, AL 35238
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $6,496 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $6,496 (-100%) from 2017

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,548 (-100%) from 2017

Expenses

Up

$6,496

Up $4,996 (+333%) from 2017

Net Income

Down

-$6,496

Down $7,544 (-720%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $25,806Liabilities 2012: $0Net Assets 2012: $25,8062012Assets 2013: $10,412Liabilities 2013: $0Net Assets 2013: $10,4122013Assets 2014: $9,991Liabilities 2014: $0Net Assets 2014: $9,9912014Assets 2015: $10,029Liabilities 2015: $0Net Assets 2015: $10,0292015Assets 2016: $5,448Liabilities 2016: $0Net Assets 2016: $5,4482016Assets 2017: $6,496Liabilities 2017: $0Net Assets 2017: $6,4962017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2012: $10,180Expenses 2012: $7,325Net Income 2012: $2,8552012Revenue 2013: $8,229Expenses 2013: $23,623Net Income 2013: -$15,3942013Revenue 2014: $10,279Expenses 2014: $10,700Net Income 2014: -$4212014Revenue 2015: $4,263Expenses 2015: $4,025Net Income 2015: $2382015Revenue 2016: $2,128Expenses 2016: $6,709Net Income 2016: -$4,5812016Revenue 2017: $2,548Expenses 2017: $1,500Net Income 2017: $1,0482017Revenue 2018: $0Expenses 2018: $6,496Net Income 2018: -$6,4962018

Highlighted filing

2018

Revenue$0
Expenses$6,496
Net Income-$6,496
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$6,496
Net income
-$6,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.50$6.50
2017Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$2.55$1.50$1.05
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$2.13$6.71$4.58
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$4.26$4.03$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$10.3$10.7$0.42
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$8.23$23.6$15.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.00$25.8$10.2$7.33$2.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

North shelby - inverness foundation is a charitable foundation to distribute the benevolent causes of the north shelby inverness rotary club.

North shelby-inverness foundation is a charitable foundation to distribute the benevolent causes of the north shelby inverness rotary club.

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS$6,488$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WADHAMSDirector-$0--
SARAH C GORDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
North Shelby-Inverness Foundation
EIN
27-4436583
Address
PO Box 383113, Birmingham, AL 35238

Signing Officer

Name
Sarah Gordon
Title
Director
Phone
2059910020
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holly W DuBois CPA
Address
2725 Montauk Road, Hoover, AL 35226
Preparer
Holly DuBois
Phone
2567778367
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Funds were donated to SafeHouse, Children's of Alabama, and Amistad.”

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLY W DUBOIS
IRS990EZ/BooksInCareOfDetail/PhoneNum02567778367
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02725 Montauk Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0352266257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6496
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06488
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06496
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06496
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT WADHAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH C GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NORTH SHELBY-INVERNESS FOUNDATION IS A CHARITABLE FOUNDATION TO DISTRIBUTE THE BENEVOLENT CAUSES OF THE NORTH SHELBY INVERNESS ROTARY CLUB.
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06488
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06496
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Charitable Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99865
IRS990ScheduleA/PublicSupportTotal170Amt09976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09976
IRS990ScheduleA/TotalSupportAmt09983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Funds were donated to SafeHouse, Children's of Alabama, and Amistad.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReasonableCauseExplanation/ExplanationTxt0Additional time was needed to file a complete and accurate return.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Gordon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02059910020
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North Shelby-Inverness Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0274436583
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 383113
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035238
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.45.170.214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holly W DuBois CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02725 Montauk Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hoover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035226
ReturnHeader/PreparerPersonGrp/PhoneNum02567778367
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Holly DuBois
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T12:14:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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