Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2021 • EIN 46-0858069

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

68th percentile

0.30x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

11.99x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

2nd percentile

-144%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

11th percentile

-5.4%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$9,655,267

Down $547,701 (-5.4%) from 2020

Net Assets

Down

$6,775,758

Down $346,763 (-4.9%) from 2020

Liabilities

Down

$2,879,509

Down $200,938 (-6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$240,217

Down $3,807,478 (-94%) from 2020

Expenses

Up

$586,980

Up $344,950 (+143%) from 2020

Net Income

Down

-$346,763

Down $4,152,428 (-109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$9,655,267
Liabilities$2,879,509
Net Assets$6,775,758
Open 2021 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

2021

Revenue$240,217
Expenses$586,980
Net Income-$346,763
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$240,217
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$8,947,900→ $0
Cash and Non-Interest-Bearing Accounts$525,006$419,378▼ $105,628
Pledges and Grants Receivable$180,450$247,947▲ $67,497
Investments Other Securities$293,006$23,616▼ $269,390
Savings and Temporary Cash Investments$13,776$10,226▼ $3,550
Total Assets$10,202,968$9,655,267▼ $547,701
Other Assets Total$242,830$6,200▼ $236,630
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,061,887$2,874,822▼ $187,065
Accounts Payable and Accrued Expenses$18,560$4,687▼ $13,873
Total Liabilities$3,080,447$2,879,509▼ $200,938
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,045,953$4,104,097▲ $58,144
Net Assets Without Donor Restrictions$3,076,568$2,671,661▼ $404,907
Total Net Assets Fund Balance$7,122,521$6,775,758▼ $346,763
Total Liabilities and Net Assets / Fund Balance$10,202,968$9,655,267▼ $547,701
Compensation and Service Providers
Top Officer Pay22nd percentile

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
$76,704
Program Service Revenue
$0
Investment Income
$163,513
Other Revenue
$0
All Other Contributions
$76,704
Change in Net Assets
$-346,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$240,217
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$240,217
Total Revenue per Form 990
$240,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586,980
Total Fundraising Expense$86,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$130,880--$130,880
Fees for Services Accounting$18,250$11,080-$29,330
Insurance$22,985--$22,985
Office Expenses-$8,247-$8,247
Other Expenses$274,450$5,000$86,752$5,000
All Other Expenses$360$4,117-$4,477
Advertising-$2,412-$2,412
Conferences and Meetings-$1,532-$1,532
Total Functional Expenses$446,925$53,303$86,752$586,980

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$586,980
Total Expenses per Audited Statements$586,980
Total Expenses per Form 990$586,980
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
2022-11-15
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 XII, Line 2C

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

Financial Statement Notes

PART X, LINE 2:

“Barton academy foundation is a not-for-profit organization exempt from income taxes under section 501(c)(3) of the internal revenue code (irs), and similar provisions of alabama law. As such, the foundation is not taxed on income derived from its exempt functions. However, the foundation is subject to tax on unrelated business income, which is generated from the foundations investment income and other activities not related to their stated exempt purposes. The foundation had no significant deferred income tax assets or liabilities as of december 31, 2021. The foundation has evaluated its tax positions for all open tax years. Currently, the tax years open and subject to examination by the internal revenue service are the 2018, 2019, and 2020 tax years. However, the foundation is not currently under audit nor has the foundation been contacted by any jurisdiction. Based on the evaluation of the foundation's tax positions, management believes all tax positions taken would be upheld under examination. Therefore, no provision for the effects of uncertain tax positions have been recorded for the fiscal year ended december 31, 2021.”

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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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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0247947
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH STEVENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03911202
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0136493
IRS990/PYOtherExpensesAmt0242030
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03805665
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0242030
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04047695
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-346763
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03911202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0942721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01174507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06155514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0136493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0785
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0316009
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95120
IRS990ScheduleA/PublicSupportPY170Pct00.97840
IRS990ScheduleA/PublicSupportTotal170Amt06155514
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03911202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0942721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01174507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050380
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06155514
IRS990ScheduleA/TotalSupportAmt06471523
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/ExpensesSubtotalAmt0586980
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0240217
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BARTON ACADEMY FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRS), AND SIMILAR PROVISIONS OF ALABAMA LAW. AS SUCH, THE FOUNDATION IS NOT TAXED ON INCOME DERIVED FROM ITS EXEMPT FUNCTIONS. HOWEVER, THE FOUNDATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, WHICH IS GENERATED FROM THE FOUNDATIONS INVESTMENT INCOME AND OTHER ACTIVITIES NOT RELATED TO THEIR STATED EXEMPT PURPOSES. THE FOUNDATION HAD NO SIGNIFICANT DEFERRED INCOME TAX ASSETS OR LIABILITIES AS OF DECEMBER 31, 2021. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE 2018, 2019, AND 2020 TAX YEARS. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEAR ENDED DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0586980
IRS990ScheduleD/TotalRevenuePerForm990Amt0240217
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0240217
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0586980
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/ExplanationTxt3AS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY 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 XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010202968
IRS990/TotalAssetsEOYAmt09655267
IRS990/TotalAssetsGrp/BOYAmt010202968
IRS990/TotalAssetsGrp/EOYAmt09655267
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt076704
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt086752
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0446925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0586980
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03080447
IRS990/TotalLiabilitiesEOYAmt02879509
IRS990/TotalLiabilitiesGrp/BOYAmt03080447
IRS990/TotalLiabilitiesGrp/EOYAmt02879509
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07122521
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06775758
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0446925
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163513
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240217
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010202968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09655267
IRS990/TotReportableCompRltdOrgAmt00
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02514348498
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,655,267
Liabilities
$2,879,509
Net assets
$6,775,758
Revenue
$240,217
Expenses
$586,980
Net income
-$346,763
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