Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2016 • EIN 46-0858069

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

Organization Profilewww.bartonacademy.org
PO Box 571Mobile, AL 36601

(251) 434-8498

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

98th percentile

195%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1294%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,007,705

Up $666,360 (+195%) from 2015

Net Assets

Up

$1,007,705

Up $666,360 (+195%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$833,664

Up $773,854 (+1294%) from 2015

Expenses

Up

$167,304

Up $137,742 (+466%) from 2015

Net Income

Up

$666,360

Up $636,112 (+2103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$15M$10M$5.0M$0Assets 2012: $28Liabilities 2012: $02012Assets 2013: $4,878Liabilities 2013: $0Net Assets 2013: $4,8782013Assets 2014: $315,050Liabilities 2014: $3,953Net Assets 2014: $311,0972014Assets 2015: $341,345Liabilities 2015: $0Net Assets 2015: $341,3452015Assets 2016: $1,007,705Liabilities 2016: $0Net Assets 2016: $1,007,7052016Assets 2017: $990,040Liabilities 2017: $0Net Assets 2017: $990,0402017Assets 2018: $2,068,875Liabilities 2018: $0Net Assets 2018: $2,068,8752018Assets 2019: $3,340,416Liabilities 2019: $316,465Net Assets 2019: $3,023,9512019Assets 2020: $10,202,968Liabilities 2020: $3,080,447Net Assets 2020: $7,122,5212020Assets 2021: $9,655,267Liabilities 2021: $2,879,509Net Assets 2021: $6,775,7582021Assets 2022: $11,202,408Liabilities 2022: $1,604,349Net Assets 2022: $9,598,0592022Assets 2023: $11,304,366Liabilities 2023: $2,556,365Net Assets 2023: $8,748,0012023Assets 2024: $11,340,753Liabilities 2024: $3,043,123Net Assets 2024: $8,297,6302024

Highlighted filing

2016

Assets$1,007,705
Liabilities$0
Net Assets$1,007,705
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $100Expenses 2012: $72Net Income 2012: $282012Revenue 2013: $5,792Expenses 2013: $942Net Income 2013: $4,8502013Revenue 2014: $330,267Expenses 2014: $24,252Net Income 2014: $306,0152014Revenue 2015: $59,810Expenses 2015: $29,562Net Income 2015: $30,2482015Revenue 2016: $833,664Expenses 2016: $167,304Net Income 2016: $666,3602016Revenue 2017: $51,165Expenses 2017: $68,829Net Income 2017: -$17,6642017Revenue 2018: $1,177,981Expenses 2018: $99,147Net Income 2018: $1,078,8342018Revenue 2019: $985,083Expenses 2019: $1,854Net Income 2019: $983,2292019Revenue 2020: $4,047,695Expenses 2020: $242,030Net Income 2020: $3,805,6652020Revenue 2021: $240,217Expenses 2021: $586,980Net Income 2021: -$346,7632021Revenue 2022: $2,564,221Expenses 2022: $416,920Net Income 2022: $2,147,3012022Revenue 2023: $171,723Expenses 2023: $91,568Net Income 2023: $80,1552023Revenue 2024: $177,340Expenses 2024: $105,330Net Income 2024: $72,0102024

Highlighted filing

2016

Revenue$833,664
Expenses$167,304
Net Income$666,360
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$833,664
Mission and Program Overview

Mission

Barton Academy Restoration

To assist the Mobile County Al Public School System in the preservation and restoration of Barton Academy and the surrounding campus, and to encourage the continued use as a facility dedicated to its historic educational mission

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$187,595$555,455▲ $367,860
Pledges and Grants Receivable$50,000$98,000▲ $48,000
Intangible Assets$3,750$3,750→ $0
Total Assets$341,345$1,007,705▲ $666,360
Other Assets Total$100,000$350,500▲ $250,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$331,345$542,386▲ $211,041
Temporarily Rstr Net Assets$10,000$465,319▲ $455,319
Total Net Assets Fund Balance$341,345$1,007,705▲ $666,360
Total Liabilities and Net Assets / Fund Balance$341,345$1,007,705▲ $666,360

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$350,500--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Denise BrowningBoard Member
Dr Carolyn TaylorBoard Member
Elizabeth P StevensBoard Member
Jaime BetbezeBoard Member
Karen Outlaw AtchinsonBoard Member
Leigh Perry-herndonBoard Member
Martha PeekBoard Member
Melanie ThorntonBoard Member
Nicholas H Holmes IiiBoard Member
Palmer HamiltonBoard Member
R Allan GustinBoard Member
Raymond L Bell JrBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$833,345
Program Service Revenue
$0
Investment Income
$319
Other Revenue
$0
All Other Contributions
$833,345
Change in Net Assets
$666,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$833,664
Total Revenue per Audited Statements
$833,664
Total Revenue per Form 990
$833,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$164,687$0$0$164,687
Fees for Services Accounting$2,225$0$0$2,225
Total Functional Expenses$167,304$0$0$167,304

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$167,304
Total Expenses per Audited Statements$167,304
Total Expenses per Form 990$167,304
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
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
Filing and Contact Details

Filer

Filer Name
Barton Academy Foundation
EIN
46-0858069
Phone
2514348498
Address
PO Box 571, Mobile, AL 36601

Signing Officer

Name
Denise Browning
Title
Treasurer
Phone
2514348498
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Browning
Formed
2013
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
Allen Allen & Foster LLP
Address
2202 Main Street, Daphne, AL 36526-2900
Preparer
Jeff F Allen CPA
Phone
2516269644
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board Member Review at Board Meeting with subsequent approval”

Pt VI, Line 12C

“Review and Updates at Board Meetings”

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

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ReturnHeader/BusinessOfficerGrp/PhoneNum02514348498
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
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ReturnHeader/FilingSecurityInformation/IPTm014:47:51
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,007,705
Liabilities
$0
Net assets
$1,007,705
Revenue
$833,664
Expenses
$167,304
Net income
$666,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$3.04$8.30$0.18$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.3$2.56$8.75$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$11.2$1.60$9.60$2.56$0.42$2.15
2021Detailed filing. Detailed filing data is available for this year.$9.66$2.88$6.78$0.24$0.59$0.35
2020Detailed filing. Detailed filing data is available for this year.$10.2$3.08$7.12$4.05$0.24$3.81
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.32$3.02$0.99$0.00$0.98
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.18$0.10$1.08
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.83$0.17$0.67
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.33$0.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00