Civic Intelligence

Baldwin County Education Coalition Inc.

990 • Fiscal year 2016 • EIN 45-3122332

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

502 West Lee AvenueSummerdale, AL 36580

(251) 989-2262

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$70,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 49.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$11,200

Down $9,171 (-45%) from 2015

Net Assets

Down

$11,200

Down $9,171 (-45%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$140,204

Up $53,337 (+61%) from 2015

Expenses

Up

$149,375

Up $18,455 (+14%) from 2015

Net Income

Up

-$9,171

Up $34,882 (+79%) from 2015

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

2016

Assets$11,200
Liabilities$0
Net Assets$11,200

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

2016

Revenue$140,204
Expenses$149,375
Net Income-$9,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$157,847
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.

To inform and engage citizens in public education and to advocate with a united voice for the success of every child in our county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$19,093$11,038▼ $8,055
Land, Buildings, and Equipment, Net$1,278$162▼ $1,116
Total Assets$20,371$11,200▼ $9,171
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,473--
Unrestricted Net Assets$3,898$11,200▲ $7,302
Total Net Assets Fund Balance$20,371$11,200▼ $9,171
Total Liabilities and Net Assets / Fund Balance$20,371$11,200▼ $9,171

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$162$3,708$3,870
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Terry BurkleExecutive DiFT$70,000$70,000

Board Members and Trustees

NameTitle
Tommy FaustChairman
Ashley Jones DavisDirector
Beth DotsonDirector
Bob HigginsDirector
Cindy LongDirector
David JohnsonDirector
Gale CroftDirector
Jenni DismukesDirector
Mandy BezerediDirector
Paige GriffinDirector
Tim BrayDirector
Tracey NovakAdministrati
Gerry McmanusDevelopment
Ruthie CampbellGovernance C
Lolly HolkSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$6,201
Program Service Revenue
$110,141
Investment Income
$19
Other Revenue
$23,843
All Other Contributions
$6,201
Change in Net Assets
$-9,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$75,859
Other Expenses$73,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,500$8,500-$70,000
Fees for Services Other$10,000--$10,000
Occupancy-$9,750-$9,750
Payroll Taxes-$5,859-$5,859
Information Technology-$5,658-$5,658
All Other Expenses-$4,022-$4,022
Fees for Services Accounting-$3,352-$3,352
Other Expenses$3,254--$3,254
Travel$2,033--$2,033
Depreciation Depletion-$1,116-$1,116
Insurance-$971-$971
Office Expenses-$899-$899
Total Functional Expenses$109,248$40,127$0$149,375
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,486
Fundraising Direct Expenses$17,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$41,486$41,486$17,643$23,843
Total Events$41,486$41,486$17,643$23,843
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

The baldwin county education coalition's executive committee is a standing board committee of the organization and is responsibile 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 committee conducted the research necessary to determine an appropriate salary based on other not for 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 presented to the chief executive.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Baldwin County Education Coalition
EIN
45-3122332
Phone
2519892262
Address
502 WEST LEE AVENUE, SUMMERDALE, AL 36580

Signing Officer

Name
Tommy Faust
Title
Chairman
Phone
2519892262
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tommy Faust
Formed
2011
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
100

Preparer

Firm
Hartmann Blackmon & Kilgore Pc
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

The baldwin county education coalition accepts contributions and grants and uses the funds to host periodic learning forums on pressing issues facing public schools and to organize local school and community initiatives. Authentic public engagement of a diverse group of regular citizens is a highly inclusive problem solving approach to building civic capacity for the creation of a 21st century education system in baldwin county. It also generates community awareness and synergy to sustain long-term educational reform.

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IRS990/OtherExpensesGrp/TotalAmt112726
IRS990/OtherExpensesGrp/TotalAmt23935
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08500
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05859
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IRS990/PrincipalOfficerNm0TOMMY FAUST
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IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION SUMMIT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212575
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 OPERATES 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/RevenueAmt072916
IRS990/ProgSrvcAccomActy3Grp/Desc0THE EDUCATION SUMMIT WAS HELD IN FEBRUARY 2016 AND WAS THE FOURTH SUMMIT HOSTED BY THE ORGANIZATION. APPROXIMATELY 300 CITIZENS AND 2,500 BCPS EMPLOYEES ATTENDED OVER TWO SESSIONS. THE KEYNOTE SPEAKER WAS JAMIE VOLLMER, AUTHOR OF SCHOOLS CANNOT DO IT ALONE. THE SUMMIT IS ONE OF MANY WAYS WE INFORM, ENGAGE, AND CONNECT CITIZENS TO OUR PUBLIC SCHOOLS.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012575
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE BALDWIN COUNTY EDUCATION COALITION ACCEPTS CONTRIBUTIONS AND GRANTS AND USES THE FUNDS TO HOST PERIODIC LEARNING FORUMS ON PRESSING ISSUES FACING PUBLIC SCHOOLS AND TO ORGANIZE LOCAL SCHOOL AND COMMUNITY INITIATIVES. AUTHENTIC PUBLIC ENGAGEMENT OF A DIVERSE GROUP OF REGULAR CITIZENS IS A HIGHLY INCLUSIVE PROBLEM SOLVING APPROACH TO BUILDING CIVIC CAPACITY FOR THE CREATION OF A 21ST CENTURY EDUCATION SYSTEM IN BALDWIN COUNTY. IT ALSO GENERATES COMMUNITY AWARENESS AND SYNERGY TO SUSTAIN LONG-TERM EDUCATIONAL REFORM.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0109248
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IRS990/PYTotalRevenueAmt086867
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IRS990/RevenueAmt024650
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt03708
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03870
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017643
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BALDWIN COUNTY EDUCATION COALITION ACCEPTS CONTRIBUTIONS AND GRANTS AND USES THE FUNDS TO HOST PERIODIC LEARNING FORUMS ON PRESSING ISSUES FACING PUBLIC SCHOOLS AND TO ORGANIZE LOCAL SCHOOL AND COMMUNITY INITIATIVES. AUTHENTIC PUBLIC ENGAGEMENT OF A DIVERSE GROUP OF REGULAR CITIZENS IS A HIGHLY INCLUSIVE PROBLEM SOLVING APPROACH TO BUILDING CIVIC CAPACITY FOR THE CREATION OF A 21ST CENTURY EDUCATION SYSTEM IN BALDWIN COUNTY. IT ALSO GENERATES COMMUNITY AWARENESS AND SYNERGY TO SUSTAIN LONG-TERM EDUCATIONAL REFORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ARE GIVEN THE TAX RETURN TO REVIEW AND APPROVE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3THE BALDWIN COUNTY EDUCATION COALITION'S EXECUTIVE COMMITTEE IS A STANDING BOARD COMMITTEE OF THE ORGANIZATION AND IS RESPONSIBILE 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 COMMITTEE CONDUCTED THE RESEARCH NECESSARY TO DETERMINE AN APPROPRIATE SALARY BASED ON OTHER NOT FOR 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 PRESENTED TO THE CHIEF EXECUTIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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