Civic Intelligence

Baldwin County Education Coalition Inc.

990 • Fiscal year 2013 • EIN 45-3122332

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

502 West Lee Avenue36580

(251) 989-2262

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.21x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

84th percentile

$24,231

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$33,382

No earlier filing loaded for comparison.

Net Assets

$26,282

No earlier filing loaded for comparison.

Liabilities

$7,100

No earlier filing loaded for comparison.

Revenue

$90,804

No earlier filing loaded for comparison.

Expenses

$64,522

No earlier filing loaded for comparison.

Net Income

$26,282

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $33,382Liabilities 2013: $7,100Net Assets 2013: $26,2822013Assets 2014: $64,737Liabilities 2014: $313Net Assets 2014: $64,4242014Assets 2015: $20,371Liabilities 2015: $0Net Assets 2015: $20,3712015Assets 2016: $11,200Liabilities 2016: $0Net Assets 2016: $11,2002016Assets 2017: $23,599Liabilities 2017: $2,451Net Assets 2017: $21,1482017Assets 2018: $26,709Liabilities 2018: $2,065Net Assets 2018: $24,6442018Assets 2019: $83,334Liabilities 2019: $648Net Assets 2019: $82,6862019Assets 2020: $85,573Liabilities 2020: $18,472Net Assets 2020: $67,1012020Assets 2021: $148,931Liabilities 2021: $3,034Net Assets 2021: $145,8972021Assets 2022: $252,185Liabilities 2022: $2,889Net Assets 2022: $249,2962022Assets 2023: $312,089Liabilities 2023: $2,889Net Assets 2023: $309,2002023Assets 2024: $319,211Liabilities 2024: $1,250Net Assets 2024: $317,9612024

Highlighted filing

2013

Assets$33,382
Liabilities$7,100
Net Assets$26,282

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $90,804Expenses 2013: $64,522Net Income 2013: $26,2822013Revenue 2014: $292,528Expenses 2014: $254,386Net Income 2014: $38,1422014Revenue 2015: $86,867Expenses 2015: $130,920Net Income 2015: -$44,0532015Revenue 2016: $140,204Expenses 2016: $149,375Net Income 2016: -$9,1712016Revenue 2017: $153,444Expenses 2017: $143,496Net Income 2017: $9,9482017Revenue 2018: $304,639Expenses 2018: $301,143Net Income 2018: $3,4962018Revenue 2019: $214,203Expenses 2019: $156,161Net Income 2019: $58,0422019Revenue 2020: $262,065Expenses 2020: $277,650Net Income 2020: -$15,5852020Revenue 2021: $263,697Expenses 2021: $184,901Net Income 2021: $78,7962021Revenue 2022: $339,919Expenses 2022: $236,520Net Income 2022: $103,3992022Revenue 2023: $358,846Expenses 2023: $298,942Net Income 2023: $59,9042023Revenue 2024: $439,678Expenses 2024: $430,917Net Income 2024: $8,7612024

Highlighted filing

2013

Revenue$90,804
Expenses$64,522
Net Income$26,282
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.0
Gross Receipts
$106,819
Mission and Program Overview

Mission

To engage community stakeholders in public education and to advocate with one voice for the success of every child in baldwin county.

The organization focuses on making quality education the central public concern for baldwin county and creating a vision for the future of baldwin county communities and schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$31,230-
Land, Buildings, and Equipment, Net$0$2,152▲ $2,152
Total Assets$0$33,382▲ $33,382
Liabilities
Other Liabilities$0$7,100▲ $7,100
Total Liabilities$0$7,100▲ $7,100
Net Assets / Fund Balance
Unrestricted Net Assets-$20,282-
Temporarily Rstr Net Assets-$6,000-
Total Net Assets Fund Balance$0$26,282▲ $26,282
Total Liabilities and Net Assets / Fund Balance$0$33,382▲ $33,382

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,152$696$2,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Terry BurkleExecutive DirectorFT$24,231$24,231

Board Members and Trustees

NameTitle
Beth DotsonVice-chairperson
Bob HigginsDirector
Cheryl PischekDirector
Cristi VardenDirector
Deborah GeigerDirector
Donna WattsDirector
Durk JohnsonDirector
Heiko EinfeldDirector
Karen GloverDirector
Lolly HolkDirector
Michelle NelsonDirector
Mike AllegriDirector
Pete PedersonDirector
Tina CovingtonDirector
Tracy DickersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,136
Program Service Revenue
$0
Investment Income
$25
Other Revenue
$23,643
All Other Contributions
$67,136
Change in Net Assets
$26,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,623
Salaries, Compensation, and Employee Benefits$25,899
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$21,808$2,423-$24,231
Information Technology-$3,082-$3,082
Fees for Services Accounting-$2,600-$2,600
Other Expenses$1,920$5,475-$1,920
Payroll Taxes-$1,668-$1,668
Insurance-$900-$900
Depreciation Depletion-$696-$696
All Other Expenses-$564-$564
Office Expenses-$371-$371
Occupancy-$333-$333
Advertising$324--$324
Travel$254--$254
Fees for Services Other-$226-$226
Total Functional Expenses$46,184$18,338$0$64,522
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,658
Fundraising Direct Expenses$16,015
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$39,658$39,658$16,015$23,643
Total Events$39,658$39,658$16,015$23,643
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$7,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Part VI, Section B, Line 11

The board of directors are given the tax return to review and approve before it is filed.

Form 990, Part VI, Section B, Line 12C

The coalition's conflict of interest policy is monitored regularly by the board members and officers, key employees, and directors are required to make an annual disclosure.

Form 990, Part VI, Section B, Line 15A

The baldwin county education coalitions executive committee is a standing board committee of the organization and is responsible for working in support of, or occasionally in place of, the full board. The work of the committee, as detailed in the committee charter, revolves around five major areas: perform policy work; act as liaison to the chief executive; help develop a strategic plan; conduct executive searches; handle urgent issues. In hiring the organization's executive director, the executive committee conducted the research necessary to determine an appropriate salary based on other non-profits of similar budget size, functionality, geographic region, and experience of the executive. The information was gathered and shared with committee members and a meeting was held to deliberate the findings. Following deliberation and approval of the executive committee, a formal offer was present to the chief executive.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Form 990, Part VI, Section B, Line 14

The baldwin county education coalition did implement a document retention and destruction policy first quarter 2014.

Filing and Contact Details

Filer

EIN
45-3122332
Phone
2519892262

Signing Officer

Name
Beth Dotson
Title
Chairman
Phone
2519892262
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Dotson
Formed
2011
Legal Domicile
Al
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
50

Preparer

Preparer
Dennis Sherrin
Phone
2519282443
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01668
IRS990/PayrollTaxesGrp/TotalAmt01668
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH DOTSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PARTNERS IN EDUCATION PROGRAM IS A NATIONALLY VALIDATED PROGRAM CONNECTING STUDENTS, TEACHERS, AND ADMINISTRATORS WITH BUSINESS, GOVERNMENT, VOLUNTEER, AND CIVIC LEADERS. THE PROGRAM IS AN EFFECTIVE METHOD FOR ENGAGING CITIZENS IN THE TEACHING AND LEARNING PROCESS, INCREASING PUBLIC AWARENESS ABOUT EDUCATION ISSUES, AND FOSTERING OWNERSHIP FOR SCHOOL AND STUDENT SUCCESS. PIE PARTNERSHIP TYPICALLY OPERATE IN ANY OF THE FOLLOWING AREAS: INSTRUCTIONAL SUPPORT AND ENRICHMENT (GUEST SPEAKER, MENTORING, TUTORING); STAFF DEVELOPMENT; SERVICE LEARNING; CURRICULUM DEVELOPMENT; UTILIZATION OF BUSINESS FACILITIES, EQUIPMENT, AND RESOURCES; SCHOOL ADVISORY COUNCIL; MATERIAL AND FINANCIAL SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029170
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026282
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt039658
IRS990ScheduleA/OtherIncome509Grp/TotalAmt039658
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.55550
IRS990ScheduleA/PublicSupportTotal509Amt049600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049600
IRS990ScheduleA/Total509Grp/TotalAmt049600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089283
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089283
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02152
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0696
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02152
IRS990ScheduleD/TotalLiabilityAmt07100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039658
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023643
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016015
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016015
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS ARE GIVEN THE TAX RETURN TO REVIEW AND APPROVE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COALITION'S CONFLICT OF INTEREST POLICY IS MONITORED REGULARLY BY THE BOARD MEMBERS AND OFFICERS, KEY EMPLOYEES, AND DIRECTORS ARE REQUIRED TO MAKE AN ANNUAL DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BALDWIN COUNTY EDUCATION COALITIONS EXECUTIVE COMMITTEE IS A STANDING BOARD COMMITTEE OF THE ORGANIZATION AND IS RESPONSIBLE FOR WORKING IN SUPPORT OF, OR OCCASIONALLY IN PLACE OF, THE FULL BOARD. THE WORK OF THE COMMITTEE, AS DETAILED IN THE COMMITTEE CHARTER, REVOLVES AROUND FIVE MAJOR AREAS: PERFORM POLICY WORK; ACT AS LIAISON TO THE CHIEF EXECUTIVE; HELP DEVELOP A STRATEGIC PLAN; CONDUCT EXECUTIVE SEARCHES; HANDLE URGENT ISSUES. IN HIRING THE ORGANIZATION'S EXECUTIVE DIRECTOR, THE EXECUTIVE COMMITTEE CONDUCTED THE RESEARCH NECESSARY TO DETERMINE AN APPROPRIATE SALARY BASED ON OTHER NON-PROFITS OF SIMILAR BUDGET SIZE, FUNCTIONALITY, GEOGRAPHIC REGION, AND EXPERIENCE OF THE EXECUTIVE. THE INFORMATION WAS GATHERED AND SHARED WITH COMMITTEE MEMBERS AND A MEETING WAS HELD TO DELIBERATE THE FINDINGS. FOLLOWING DELIBERATION AND APPROVAL OF THE EXECUTIVE COMMITTEE, A FORMAL OFFER WAS PRESENT TO THE CHIEF EXECUTIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BALDWIN COUNTY EDUCATION COALITION DID IMPLEMENT A DOCUMENT RETENTION AND DESTRUCTION POLICY FIRST QUARTER 2014.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 14
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt033382
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt033382
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt067136
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046184
IRS990/TotalFunctionalExpensesGrp/TotalAmt064522
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt07100
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026282
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046184
IRS990/TotalReportableCompFromOrgAmt024231
IRS990/TotalRevenueGrp/ExclusionAmt023643
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090804
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033382
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0254
IRS990/TravelGrp/TotalAmt0254
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020282
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10502 WEST LEE AVENUE
IRS990/USAddress/City0SUMMERDALE
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode036580
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.BETTERBALDWIN.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH DOTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02519892262

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