Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2017 • EIN 46-0858069

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

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

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-35%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.8%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$990,040

Down $17,665 (-1.8%) from 2016

Net Assets

Down

$990,040

Down $17,665 (-1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin8th percentile

Revenue

Down

$51,165

Down $782,499 (-94%) from 2016

Expenses

Down

$68,829

Down $98,475 (-59%) from 2016

Net Income

Down

-$17,664

Down $684,024 (-103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2017

Assets$990,040
Liabilities$0
Net Assets$990,040
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$51,165
Expenses$68,829
Net Income-$17,664
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.2
Gross Receipts
$51,165
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$555,455$620,140▲ $64,685
Pledges and Grants Receivable$98,000$82,100▼ $15,900
Intangible Assets$3,750$3,750→ $0
Total Assets$1,007,705$990,040▼ $17,665
Other Assets Total$350,500$284,050▼ $66,450
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$542,386$518,937▼ $23,449
Temporarily Rstr Net Assets$465,319$471,103▲ $5,784
Total Net Assets Fund Balance$1,007,705$990,040▼ $17,665
Total Liabilities and Net Assets / Fund Balance$1,007,705$990,040▼ $17,665

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$284,050--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Elizabeth P StevensChairman
Denise BrowningBoard Member
Dr Carolyn Lee TaylorBoard Member
Jaime BetbezeBoard Member
John D PeeblesBoard Member
John S Rutherford JrBoard Member
Karen Outlaw AtchinsonBoard Member
Leigh Perry-herndonBoard Member
Martha PeekBoard Member
Nicholas H Holmes IiiBoard Member
R Allan GustinBoard Member
Raymond L Bell JrBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$50,380
Program Service Revenue
$0
Investment Income
$785
Other Revenue
$0
All Other Contributions
$50,380
Change in Net Assets
$-17,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,165
Total Revenue per Audited Statements
$51,165
Total Revenue per Form 990
$51,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,829
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$63,333$0$0$63,333
Fees for Services Accounting$2,808$0$0$2,808
Travel$1,306$0$0$1,306
Advertising$936$0$0$936
Conferences and Meetings$138$0$0$138
Total Functional Expenses$68,829$0$0$68,829

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,829
Total Expenses per Audited Statements$68,829
Total Expenses per Form 990$68,829
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
Doing Business As
CO Denise Browning

Signing Officer

Name
Denise Browning
Title
Treasurer
Phone
2514348498
Signed
2018-07-18
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 Cgma
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”

Raw XML Appendix391 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.

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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0A/R Pledges - Non Current Portion
IRS990ScheduleD/RevenueSubtotalAmt051165
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0284050
IRS990ScheduleD/TotalExpensesPerForm990Amt068829
IRS990ScheduleD/TotalRevenuePerForm990Amt051165
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051165
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt068829
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Development
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-55000
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0THOMAS F HARRAHAN
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt055000
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-55000
IRS990ScheduleG/TotalRetainedByContractorsAmt055000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board Member Review at Board Meeting with subsequent approval
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Review and Updates at Board Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0465319
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0471103
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01007705
IRS990/TotalAssetsEOYAmt0990040
IRS990/TotalAssetsGrp/BOYAmt01007705
IRS990/TotalAssetsGrp/EOYAmt0990040
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068829
IRS990/TotalFunctionalExpensesGrp/TotalAmt068829
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01007705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0990040
IRS990/TotalProgramServiceExpensesAmt068829
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051165
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01007705
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0990040
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt01306
IRS990/TravelGrp/TotalAmt01306
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0542386
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0518937
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 571
IRS990/USAddress/CityNm0Mobile
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036601
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.bartonacademy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE BROWNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02514348498
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barton Academy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0460858069
ReturnHeader/Filer/PhoneNum02514348498
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 571
ReturnHeader/Filer/USAddress/CityNm0Mobile
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0105FDA130774D4610E25982C1DC01DB599A3479C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0105FDA130774D4610E25982C1DC01DB599A3479C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.62.8.38
ReturnHeader/FilingSecurityInformation/IPDt02018-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:21:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allen Allen & Foster LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02202 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Daphne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365262900
ReturnHeader/PreparerPersonGrp/PhoneNum02516269644
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF F ALLEN CPA CGMA
ReturnHeader/ReturnTs02018-08-15T14:21:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$990,040
Liabilities
$0
Net assets
$990,040
Revenue
$51,165
Expenses
$68,829
Net income
-$17,664
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