Alabama Education Retirees Foundation

990EZ • Fiscal year 2013 • EIN 57-0894883

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 13, 2014

Organization Profile WWW.AERAINC.ORG

828 Washington Avenue36104

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-75%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-3.1%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-51%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Flat

$326,737

Flat from 2013

Net Assets

$326,737

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin6th percentile

Revenue

Flat

$14,148

Flat from 2013

Expenses

Flat

$24,738

Flat from 2013

Net Income

Flat

-$10,590

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$326,737

Liabilities$0

Net Assets$326,737

Open 2013 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$14,148

Expenses$24,738

Net Income-$10,590

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2012 to Aug 31, 2013
Signed: Jan 13, 2014
Return Version: 2012v2.1

Mission and Program Overview

Mission

The foundation provides scholarships for those who are currently engaged in education as a career

Filing and Contact Details

Filer

EIN: 57-0894883

Raw XML Appendix187 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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IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	16029
IRS990EZ/CashSavingsAndInvestments/EOY	0	14550
IRS990EZ/ContributionsGiftsGrantsEtc	0	6873
IRS990EZ/CostOtherBasisAndSalesExpenses	0	142576
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
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IRS990EZ/ExcessOrDeficitForYear	0	-10590
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IRS990EZ/GrossReceipts	0	156724
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IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	12005
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
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IRS990EZ/NetAssetsOrFundBalancesBOY	0	337327
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IRS990EZ/NetAssetsOrFundBalancesEOY	0	326737
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	6	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	EUNICE HORTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	LINDA MORROW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JOE WARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	ALMA WYATT JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	BETTY LETLOW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	CLEOPHUS STEPHENS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	WARREN GEORGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	BARBARA ARNOLD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	DIANNE MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	DIRECTOR
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	321298
IRS990EZ/OtherAssetsTotal/EOY	0	312187
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	24618
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	THE FOUNDATION ACTIVELY PURSUES CONTRIBUTIONS TO BUILD A FINANCIAL BASE TO PROVIDE SCHOLARSHIP AWARDS TO EDUCATORS WHO WISH TO PURSUE FURTHER TRAINING.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE FOUNDATION PROVIDES SCHOLARSHIPS FOR THOSE WHO ARE CURRENTLY ENGAGED IN EDUCATION AS A CAREER.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	15623
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	828 WASHINGTON AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	MONTGOMERY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	36104
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	JANICE CHARLESWORTH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	3342624177
IRS990EZ/TotalAssets/BOY	0	337327
IRS990EZ/TotalAssets/EOY	0	326737
IRS990EZ/TotalExpenses	0	24738
IRS990EZ/TotalProgramServiceExpenses	0	15623
IRS990EZ/TotalRevenue	0	14148
IRS990EZ/TransactionWithControlEntity	0	0
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	WWW.AERAINC.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	6875
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	20701
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	8943
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	13788
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	10660
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	60967
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	7275
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	8445
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	14025
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	15448
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	11203
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	56396
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.51950
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.52920
IRS990ScheduleA/PublicSupportTotal170	0	60967
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	6875
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	20701
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	8943
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	13788
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	10660
IRS990ScheduleA/Total170/Total	0	60967
IRS990ScheduleA/TotalSupport	0	117363
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 12,005..
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 15,623. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 8,995. TOTAL TO FORM 990-EZ, LINE 16: 24,618.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 221,298. END OF YEAR AMOUNT: 212,187. DESCRIPTION: PHOTOGRAPHIC EXHIBIT. BEG. OF YEAR AMOUNT: 100,000. END OF YEAR AMOUNT: 100,000.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	570894883
ReturnHeader/Filer/Name/BusinessNameLine1	0	ALABAMA EDUCATION RETIREES FOUNDATION
ReturnHeader/Filer/NameControl	0	ALAB
ReturnHeader/Filer/Phone	0	3342624177
ReturnHeader/Filer/USAddress/AddressLine1	0	828 WASHINGTON AVENUE
ReturnHeader/Filer/USAddress/City	0	MONTGOMERY
ReturnHeader/Filer/USAddress/State	0	AL
ReturnHeader/Filer/USAddress/ZIPCode	0	36104
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-01-13
ReturnHeader/Officer/Name	0	JANICE CHARLESWORTH
ReturnHeader/Officer/Phone	0	3342624177
ReturnHeader/Officer/Title	0	EXECUTIVE SECRETARY
ReturnHeader/Preparer/DatePrepared	0	2014-01-13
ReturnHeader/PreparerFirm/EIN	0	721396621
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	7550 HALCYON SUMMIT DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MONTGOMERY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	36117
ReturnHeader/Preparer/Name	0	M CHAD SINGLETARY CPA
ReturnHeader/Preparer/Phone	0	3342716678
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-09-01
ReturnHeader/TaxPeriodEndDate	0	2013-08-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-12T18:10:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $326,737
Liabilities: $0
Net assets: $326,737
Revenue: $14,148
Expenses: $24,738
Net income: -$10,590

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.17	$0.00	$1.17	$0.17	$0.27	$0.10
2022Summary only. Only limited summary data is available for this year.	$1.27	$0.00	$1.27	$0.08	$1.94	$1.87
2021Summary only. Only limited summary data is available for this year.	$3.14	$0.00	$3.14	$0.16	$0.23	$0.07
2020Summary only. Only limited summary data is available for this year.	$3.21	$0.00	$3.21	$0.33	$0.23	$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.11	$0.00	$3.11	$0.12	$0.21	$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.20	$0.00	$3.20	$0.15	$0.28	$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.32	$0.00	$3.32	$0.22	$0.20	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$3.30	$0.00	$3.30	$0.25	$0.25	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$3.31	$0.00	$3.31	$0.21	$0.27	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$3.37	$0.00	$3.37	$0.28	$0.17	$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.27	$0.00	$3.27	$0.14	$0.25	$0.11
2013Summary only. Only limited summary data is available for this year.	$3.27	$0.00		$0.14	$0.25	$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.37	$0.00	$3.37	$0.29	$0.18	$0.11
2011Summary only. Only limited summary data is available for this year.	$3.26	$0.00		$0.23	$0.16	$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.19	$0.00	$3.19	$0.29	$0.07	$0.22