Civic Intelligence

Barton Academy Foundation

990 • Fiscal year 2023 • EIN 46-0858069

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

55th percentile

0.23x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

14.89x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$11,304,366

Up $101,958 (+0.9%) from 2022

Net Assets

Down

$8,748,001

Down $850,058 (-8.9%) from 2022

Liabilities

Up

$2,556,365

Up $952,016 (+59%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin89th percentile

Revenue

Down

$171,723

Down $2,392,498 (-93%) from 2022

Expenses

Down

$91,568

Down $325,352 (-78%) from 2022

Net Income

Down

$80,155

Down $2,067,146 (-96%) from 2022

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

2023

Assets$11,304,366
Liabilities$2,556,365
Net Assets$8,748,001
Open 2023 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

2023

Revenue$171,723
Expenses$91,568
Net Income$80,155
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$171,723
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$1,673,660$1,888,800▲ $215,140
Accounts Receivable$435,000$435,000→ $0
Investments Other Securities$16,582$17,016▲ $434
Savings and Temporary Cash Investments$10,229--
Pledges and Grants Receivable$108,987$1,493▼ $107,494
Total Assets$11,202,408$11,304,366▲ $101,958
Other Assets Total$10,050$14,157▲ $4,107
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,590,102$1,590,102→ $0
Other Liabilities$0$931,810▲ $931,810
Accounts Payable and Accrued Expenses$14,247$34,453▲ $20,206
Total Liabilities$1,604,349$2,556,365▲ $952,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,485,444$4,630,354▼ $855,090
Net Assets With Donor Restrictions$4,112,615$4,117,647▲ $5,032
Total Net Assets Fund Balance$9,598,059$8,748,001▼ $850,058
Total Liabilities and Net Assets / Fund Balance$11,202,408$11,304,366▲ $101,958
Compensation and Service Providers
Top Officer Pay14th 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 BetgezeBoard Member
John D PeeblesBoard Member
Karen Outlaw AtchisonBoard Member
Martha PeekBoard Member
R Allan GustinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,032
Program Service Revenue
$0
Investment Income
$166,690
Other Revenue
$1
All Other Contributions
$5,032
Change in Net Assets
$80,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,723
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,551
Total Revenue per Audited Statements
$173,274
Total Revenue per Form 990
$171,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,568
Total Fundraising Expense$2,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$23,096--$23,096
Interest$18,288--$18,288
Fees for Services Legal$13,400--$13,400
Fees for Services Accounting-$13,279-$13,279
Travel$4,607--$4,607
Office Expenses-$2,675-$2,675
Conferences and Meetings-$147-$147
Other Expenses$1$13,241$2,500$1
Total Functional Expenses$59,726$29,342$2,500$91,568

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$623,419
Expenses Not Reported on Form 990$531,851
Expenses per Audited Statements$91,568
Total Expenses per Form 990$91,568
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pass-through Loss on Investment in Lower-tier Partnerships$931,810
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
Yes
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
Schley Rutherford
Title
President
Phone
2514348498
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Schley Rutherford
Formed
2013
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
8000 MARYLAND AVE SUITE 550, CLAYTON, MO 63105
Preparer
Thomas a Boman
Phone
3146213471
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in net assets of entities consolidated for gaap purposes -530,300.”

FORM 990, PART XII, LINE 2C:

“As in past years, the executive committee assumes responsibility for oversight of the audit of financial statements 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, 2023. 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 2020, 2021, and 2022 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, 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income and gain from entities consolidated for gaap purposes”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses and loss from entities consolidated for gaap purposes”

Raw XML AppendixShowing 400 of 474 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014247
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034453
IRS990/AccountsReceivableGrp/BOYAmt0435000
IRS990/AccountsReceivableGrp/EOYAmt0435000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt05032
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCHLEY RUTHERFORD
IRS990/BooksInCareOfDetail/PhoneNum02514348498
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 571
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01673660
IRS990/CashNonInterestBearingGrp/EOYAmt01888800
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0147
IRS990/ConferencesMeetingsGrp/TotalAmt0147
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05032
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0166690
IRS990/CYOtherExpensesAmt091568
IRS990/CYOtherRevenueAmt01
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt080155
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt091568
IRS990/CYTotalFundraisingExpenseAmt02500
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0171723
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DIRECT EXPENSE RELATED TO THE RESTORATION AND ADMINISTRATION OF THE FUNDS AVAILABLE FOR BARTON ACADEMY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04112615
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04117647
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt059726
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013279
IRS990/FeesForServicesAccountingGrp/TotalAmt013279
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt013400
IRS990/FeesForServicesLegalGrp/TotalAmt013400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JAIME BETGEZE
IRS990/Form990PartVIISectionAGrp/PersonNm1R ALLAN GUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN OUTLAW ATCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN S RUTHERFORD JR
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA PEEK
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH P STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm6DR CAROLYN LEE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7IRVIN GRODSKY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN D PEEBLES
IRS990/Form990PartVIISectionAGrp/PersonNm9GERI MOULTON
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRESAL D THREADGILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3FIRST VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECOND VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0171723
IRS990/GrossRentsGrp/RealAmt01
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023096
IRS990/InsuranceGrp/TotalAmt023096
IRS990/InterestGrp/ProgramServicesAmt018288
IRS990/InterestGrp/TotalAmt018288
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0166690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166690
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016582
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017016
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01590102
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01590102
IRS990/NetAssetsOrFundBalancesBOYAmt09598059
IRS990/NetAssetsOrFundBalancesEOYAmt08748001
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05485444
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04630354
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02675
IRS990/OfficeExpensesGrp/TotalAmt02675
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010050
IRS990/OtherAssetsTotalGrp/EOYAmt014157
IRS990/OtherChangesInNetAssetsAmt0-530300
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt02500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013241
IRS990/OtherExpensesGrp/ProgramServicesAmt0334
IRS990/OtherExpensesGrp/ProgramServicesAmt11
IRS990/OtherExpensesGrp/TotalAmt013241
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherExpensesGrp/TotalAmt2334
IRS990/OtherExpensesGrp/TotalAmt31
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0931810
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08947900
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08947900
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0108987
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01493
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCHLEY RUTHERFORD
IRS990/PriorPeriodAdjustmentsAmt0-399913
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08518
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt0158722
IRS990/PYOtherExpensesAmt0411920
IRS990/PYOtherRevenueAmt02396981
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02147301
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0416920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02564221
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt080155
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03911202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0942721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04944177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0166690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0158722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0163513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0136493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011744
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0637162
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88580
IRS990ScheduleA/PublicSupportPY170Pct00.92810
IRS990ScheduleA/PublicSupportTotal170Amt04944177
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03911202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0942721
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04944177
IRS990ScheduleA/TotalSupportAmt05581339
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0531851
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt091568
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0531851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0931810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PASS-THROUGH LOSS ON INVESTMENT IN LOWER-TIER PARTNERSHIPS
IRS990ScheduleD/OtherRevenueAmt01551
IRS990ScheduleD/RevenueNotReportedAmt01551
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0171723
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, 2023. 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 2020, 2021, AND 2022 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, 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME AND GAIN FROM ENTITIES CONSOLIDATED FOR GAAP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES AND LOSS FROM ENTITIES CONSOLIDATED FOR GAAP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt091568
IRS990ScheduleD/TotalLiabilityAmt0931810
IRS990ScheduleD/TotalRevenuePerForm990Amt0171723
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0173274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0623419
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/ExplanationTxt3CHANGES IN NET ASSETS OF ENTITIES CONSOLIDATED FOR GAAP PURPOSES -530,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS 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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0BARTON ACADEMY FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0844197052
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE MGT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt010260150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0-530301
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 571
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MOBILE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd036601
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt1BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0844202062
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1844219695
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY QALICB LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BARTON ACADEMY MASTER TENANT LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0261 DAUPHIN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1261 DAUPHIN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0MOBILE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1MOBILE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd036602
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd136602
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01590102
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY MASTER TENANT LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,304,366
Liabilities
$2,556,365
Net assets
$8,748,001
Revenue
$171,723
Expenses
$91,568
Net income
$80,155
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