Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2020 • EIN 46-0858069

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

57th percentile

0.30x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.76x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

98th percentile

205%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

311%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$10,202,968

Up $6,862,552 (+205%) from 2019

Net Assets

Up

$7,122,521

Up $4,098,570 (+136%) from 2019

Liabilities

Up

$3,080,447

Up $2,763,982 (+873%) from 2019

Revenue

Up

$4,047,695

Up $3,062,612 (+311%) from 2019

Expenses

Up

$242,030

Up $240,176 (+12954%) from 2019

Net Income

Up

$3,805,665

Up $2,822,436 (+287%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$10,202,968
Liabilities$3,080,447
Net Assets$7,122,521

Operations Trend

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

2020

Revenue$4,047,695
Expenses$242,030
Net Income$3,805,665
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$4,047,695
Mission and Program Overview

Mission

Barton Academy Restoration

To assist the mobile county 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
Other Notes and Loans Receivable, Net-$8,947,900-
Land, Buildings, and Equipment, Net$789,200--
Cash and Non-Interest-Bearing Accounts$1,345,387$525,006▼ $820,381
Investments Other Securities-$293,006-
Pledges and Grants Receivable$411,574$180,450▼ $231,124
Prepaid Expenses and Deferred Charges$75,000--
Savings and Temporary Cash Investments$421,105$13,776▼ $407,329
Total Assets$3,340,416$10,202,968▲ $6,862,552
Other Assets Total$298,150$242,830▼ $55,320
Liabilities
Mortgage Notes Payable Secured by Investment Property-$3,061,887-
Other Liabilities$56,883$0▼ $56,883
Accounts Payable and Accrued Expenses$259,582$18,560▼ $241,022
Total Liabilities$316,465$3,080,447▲ $2,763,982
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,023,951$4,045,953▲ $1,022,002
Net Assets Without Donor Restrictions-$3,076,568-
Total Net Assets Fund Balance$3,023,951$7,122,521▲ $4,098,570
Total Liabilities and Net Assets / Fund Balance$3,340,416$10,202,968▲ $6,862,552
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth P StevensPresident
John S Rutherford JrFirst Vice-president
Stephen CarterSecond Vice-president
Chresal D ThreadgillBoard Member
Dr Carolyn Lee TaylorBoard Member
Geri MoultonBoard Member
Irvin GrodskyBoard Member
Jaime BetbezeBoard Member
John D PeeblesBoard Member
Karen Outlaw AtchisonBoard Member
Martha PeekBoard Member
R Allan GustinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,911,202
Program Service Revenue
$0
Investment Income
$136,493
Other Revenue
$0
All Other Contributions
$1,911,202
Change in Net Assets
$3,805,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,047,695
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,047,695
Total Revenue per Form 990
$4,047,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,030
Total Fundraising Expense$3,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$177,750--$177,750
Insurance$15,543--$15,543
Office Expenses-$10,889-$10,889
Fees for Services Accounting$140$7,728-$7,868
Travel$498--$498
Advertising$444--$444
Other Expenses-$300$3,750$300
All Other Expenses$169--$169
Total Functional Expenses$194,544$43,736$3,750$242,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,030
Total Expenses per Audited Statements$242,030
Total Expenses per Form 990$242,030
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 35% controlled entity
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members review at board meeting with subsequent approval

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

Review and updates at board meetings

Form 990, Part VI, Section C, Line 19

Upon request, governing documents, conflict of interest policy and financial statements will be made available.

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
Elizabeth Stevens
Title
President
Phone
2514348498
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Stevens
Formed
2013
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Sheldon Rogers & Bryan Pc
Address
PO BOX 70226, MOBILE, AL 36670
Preparer
John J Sheldon CPA
Phone
2513451251
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Capital contributions 292,905.

Form 990, Part XII, Line 2C

As in past years, the executive committee assumes responsiblity for oversight of the audit of financial statement and selection of an independent accountant.

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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0421105
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03911202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0942721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01174507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0833345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06912155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0136493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0319
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0152815
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97840
IRS990ScheduleA/PublicSupportPY170Pct00.99470
IRS990ScheduleA/PublicSupportTotal170Amt06912155
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03911202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0942721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01174507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0833345
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06912155
IRS990ScheduleA/TotalSupportAmt07064970
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/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0242030
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04047695
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0242030
IRS990ScheduleD/TotalRevenuePerForm990Amt04047695
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04047695
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0242030
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AT BOARD MEETING WITH SUBSEQUENT APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW AND UPDATES AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAPITAL CONTRIBUTIONS 292,905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03340416
IRS990/TotalAssetsEOYAmt010202968
IRS990/TotalAssetsGrp/BOYAmt03340416
IRS990/TotalAssetsGrp/EOYAmt010202968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03911202
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03750
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043736
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194544
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0316465
IRS990/TotalLiabilitiesEOYAmt03080447
IRS990/TotalLiabilitiesGrp/BOYAmt0316465
IRS990/TotalLiabilitiesGrp/EOYAmt03080447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03023951
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07122521
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0194544
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0136493
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04047695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03340416
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010202968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0498
IRS990/TravelGrp/TotalAmt0498
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02514348498
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparerFirmGrp/PreparerFirmEIN0464120276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELDON ROGERS & BRYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670

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