Civic Intelligence

Andalusia City Schools Foundation Inc

EIN 57-0879938 • 501(c)3 • Andalusia, AL

Profile

The purpose of the foundation is to promote academic excellence in the andalusia city school system and support programs that are outside the scope of the normal school budget.

1201 C C Baker AveAndalusia, AL 36421

andycsf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,451,643

Up $445,793 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,451,643

Up $445,793 (+22%) from 2023

Revenue

Down

$94,414

Down $31,575 (-25%) from 2023

Expenses

Up

$70,079

Up $923 (+1.3%) from 2023

Net Income

Down

$24,335

Down $32,498 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $714,664Liabilities 2011: $0Net Assets 2011: $714,6642011Assets 2012: $705,503Liabilities 2012: $0Net Assets 2012: $705,5032012Assets 2013: $743,839Liabilities 2013: $0Net Assets 2013: $743,8392013Assets 2014: $750,152Liabilities 2014: $0Net Assets 2014: $750,1522014Assets 2015: $799,575Liabilities 2015: $0Net Assets 2015: $799,5752015Assets 2016: $1,126,804Liabilities 2016: $0Net Assets 2016: $1,126,8042016Assets 2017: $1,164,891Liabilities 2017: $0Net Assets 2017: $1,164,8912017Assets 2018: $1,239,175Liabilities 2018: $0Net Assets 2018: $1,239,1752018Assets 2019: $1,399,407Liabilities 2019: $0Net Assets 2019: $1,399,4072019Assets 2020: $1,484,852Liabilities 2020: $0Net Assets 2020: $1,484,8522020Assets 2021: $1,572,306Liabilities 2021: $0Net Assets 2021: $1,572,3062021Assets 2022: $1,846,906Liabilities 2022: $0Net Assets 2022: $1,846,9062022Assets 2023: $2,005,850Liabilities 2023: $0Net Assets 2023: $2,005,8502023Assets 2024: $2,451,643Liabilities 2024: $0Net Assets 2024: $2,451,6432024

Highlighted filing

2024

Assets$2,451,643
Liabilities$0
Net Assets$2,451,643

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2011: $119,448Expenses 2011: $34,931Net Income 2011: $84,5172011Revenue 2012: $35,063Expenses 2012: $33,407Net Income 2012: $1,6562012Revenue 2013: $129,365Expenses 2013: $37,003Net Income 2013: $92,3622013Revenue 2014: $59,967Expenses 2014: $53,066Net Income 2014: $6,9012014Revenue 2015: $76,224Expenses 2015: $45,302Net Income 2015: $30,9222015Revenue 2016: $111,314Expenses 2016: $50,050Net Income 2016: $61,2642016Revenue 2017: $154,655Expenses 2017: $43,814Net Income 2017: $110,8412017Revenue 2018: $77,555Expenses 2018: $35,359Net Income 2018: $42,1962018Revenue 2019: $182,241Expenses 2019: $37,829Net Income 2019: $144,4122019Revenue 2020: $121,731Expenses 2020: $30,710Net Income 2020: $91,0212020Revenue 2021: $124,817Expenses 2021: $19,392Net Income 2021: $105,4252021Revenue 2022: $194,351Expenses 2022: $65,876Net Income 2022: $128,4752022Revenue 2023: $125,989Expenses 2023: $69,156Net Income 2023: $56,8332023Revenue 2024: $94,414Expenses 2024: $70,079Net Income 2024: $24,3352024

Highlighted filing

2024

Revenue$94,414
Expenses$70,079
Net Income$24,335

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.13$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.19$0.07$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.02$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.03$0.09
2019Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.18$0.04$0.14
2018Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.08$0.04$0.04
2017Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.15$0.04$0.11
2016Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.11$0.05$0.06
2015Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.08$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.13$0.04$0.09
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.04$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.12$0.03$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$94,414
Mission and Program Overview

Mission

The purpose of the foundation is to promote academic excellence in the andalusia city school system and support programs that are outside the scope of the normal school budget.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,958,711$2,379,821▲ $421,110
Cash and Non-Interest-Bearing Accounts$47,139$71,822▲ $24,683
Total Assets$2,005,850$2,451,643▲ $445,793
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,005,850$2,451,643▲ $445,793
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,005,850$2,451,643▲ $445,793
Total Liabilities and Net Assets / Fund Balance$2,005,850$2,451,643▲ $445,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,379,821--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel WellsChairman
VacantVice Chairman
Bill SpurlinDirector
Billie Joe StallworthDirector
Chrissie DuffyDirector
David BryantDirector
Greg WhiteDirector
John RoachDirector
Maria WellsDirector
Sammy GloverDirector
Walter WytchDirector
Dr Daniel ShakespeareSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,500
Program Service Revenue
$0
Investment Income
$87,644
Other Revenue
$1,270
All Other Contributions
$5,500
Change in Net Assets
$24,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,079
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,079--$70,079
Total Functional Expenses$70,079$0$0$70,079
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Andalusia City SchoolsAndalusia, AL-The Purpose Is to Fund Requests That Promote Academic Excellenc in the Andalusia City School System and the Support Programs That Are Outside the Scope of the Normal School Budget.$70,079
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
No
Backup withholding compliance
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 A, Line 8B

NOT APPLICABLE.

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

An email containing form 990, schedules a, b, d, i and o was sent to each baord member prior to sending to the internal revenue service.

Form 990, Part VI, Section C, Line 19

Financial statements are available upon request @1201 c c baker ave, andalusia, al 36421

Filing and Contact Details

Filer

Filer Name
Andalusia City Schools Foundation Inc
EIN
57-0879938
Phone
3342223186
Address
1201 C C BAKER AVE, ANDALUSIA, AL 36421

Signing Officer

Name
Daniel Shakespeare
Title
Secretary/treasurer
Phone
3348180565
Signed
2025-08-15

Organization Details

Principal Officer
Daniel Shakespeare
Formed
1988
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Other changes in net assets or fund balance - dividend/sale proceeds reinvested not included in september 30, 2024 balance.

Raw XML AppendixShowing 400 of 409 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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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DR DANIEL SHAKESPEARE IS THE SUPERINTENDENT OF ANDALUSIA CITY SCHOOLS AND ALSO SERVES AS THE SECRETARY/TREASURER OF THE ANDALUSIA CITY SCHOOLS FOUNDATION. ADDITIONALLY, SAMMY GLOVER IS A BOARD MEMBER OF ANDALUSIA CITY SCHOOLS AND ALSO SERVES AS A DIRECTOR OF THE ANDALUSIA CITY SCHOOLS FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section C, Line 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636000732
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070079
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANDALUSIA CITY SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt070079
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/OtherSecuritiesGrp/BookValueAmt02379821
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt02379821
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070079
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE PURPOSE IS TO FUND REQUESTS THAT PROMOTE ACADEMIC EXCELLENC IN THE ANDALUSIA CITY SCHOOL SYSTEM AND THE SUPPORT PROGRAMS THAT ARE OUTSIDE THE SCOPE OF THE NORMAL SCHOOL BUDGET.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ANDALUSIA CITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0636000732
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 C C BAKER AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ANDALUSIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036421
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANDALUSIA CITY SCHOOLS FOUNDATION HOLDS QUARTERLY BOARD MEETINGS. AT THE ANNUAL MEETING, THE FUNDS ARE AWARDED TO THE SCHOOL BASED ON REQUESTS AND AT EACH QUARTERLY MEETING, A FINANCIAL STATEMENT IS PRESENTED FROM THE SCHOOL SHOWING THE PROGRESS OF EXPENSES INCURRED ON THOS FUNDS AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN EMAIL CONTAINING FORM 990, SCHEDULES A, B, D, I AND O WAS SENT TO EACH BAORD MEMBER PRIOR TO SENDING TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST @1201 C C BAKER AVE, ANDALUSIA, AL 36421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER CHANGES IN NET ASSETS OR FUND BALANCE - DIVIDEND/SALE PROCEEDS REINVESTED NOT INCLUDED IN SEPTEMBER 30, 2024 BALANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02005850
IRS990/TotalAssetsEOYAmt02451643
IRS990/TotalAssetsGrp/BOYAmt02005850
IRS990/TotalAssetsGrp/EOYAmt02451643
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070079
IRS990/TotalFunctionalExpensesGrp/TotalAmt070079
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02005850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02451643
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt070079
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088914
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094414
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02005850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02451643
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 C C BAKER AVE
IRS990/USAddress/CityNm0ANDALUSIA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036421
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0ANDYCSF.ORG
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0N/A
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL SHAKESPEARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03348180565
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDALUSIA CITY SCHOOLS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANDA
ReturnHeader/Filer/EIN0570879938
ReturnHeader/Filer/PhoneNum03342223186
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 C C BAKER AVE

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