Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2014 • EIN 57-0894883
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Assets
Up$337,274
Up $10,537 (+3.2%) from 2013
Net Assets
$337,274
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2013
Revenue
Up$27,743
Up $13,595 (+96%) from 2013
Expenses
Down$17,206
Down $7,532 (-30%) from 2013
Net Income
Up$10,537
Up $21,127 (+199%) from 2013
The foundation provides scholarships for those who are currently engaged in education as a career
The foundation actively pursues contributions to build a financial base to provide scholarship awards to educators who wish to pursue further training.
| Description | Grants | Expenses |
|---|---|---|
| THE FOUNDATION PROVIDES SCHOLARSHIPS FOR THOSE WHO ARE CURRENTLY ENGAGED IN EDUCATION AS A CAREER. | $0 | $7,765 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| EUNICE HORTON | President | - | $0 | - | - |
| LINDA MORROW | Secretary | - | $0 | - | - |
| JOE WARD | Director | - | $0 | - | - |
| ALMA WYATT JONES | Director | - | $0 | - | - |
| BETTY LETLOW | Director | - | $0 | - | - |
| CLEOPHUS STEPHENS | Director | - | $0 | - | - |
| WARREN GEORGE | Director | - | $0 | - | - |
| BARBARA ARNOLD | Director | - | $0 | - | - |
| DIANNE MARTIN | Director | - | $0 | - | - |
“Description: interest income. Amount: 12,738.”
“Description: scholarships awarded. Amount: 7,765. Description: travel expenses. Amount: 9,092. Total to form 990-ez, line 16: 16,857.”
“Description: investments. Beg. Of year amount: 212,187. End of year amount: 220,413. Description: photographic exhibit. Beg. Of year amount: 100,000. End of year amount: 100,000.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | JANICE CHARLESWORTH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3342624177 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 828 WASHINGTON AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | MONTGOMERY |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | AL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 36104 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14550 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16861 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10615 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 30562 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10537 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 349 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 326737 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 337274 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 4390 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58305 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 12738 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 326737 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 337274 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 326737 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 337274 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | EUNICE HORTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LINDA MORROW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOE WARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ALMA WYATT JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BETTY LETLOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CLEOPHUS STEPHENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | WARREN GEORGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BARBARA ARNOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DIANNE MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 312187 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 320413 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16857 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE FOUNDATION ACTIVELY PURSUES CONTRIBUTIONS TO BUILD A FINANCIAL BASE TO PROVIDE SCHOLARSHIP AWARDS TO EDUCATORS WHO WISH TO PURSUE FURTHER TRAINING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FOUNDATION PROVIDES SCHOLARSHIPS FOR THOSE WHO ARE CURRENTLY ENGAGED IN EDUCATION AS A CAREER. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7765 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 34952 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 17206 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 7765 |
| IRS990EZ/TotalRevenueAmt | 0 | 27743 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | FOUNDATION |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.AERAINC.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 10615 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6875 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 20701 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8943 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13788 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 60922 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 17127 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7275 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8445 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14025 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15448 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 62320 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.49430 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.51950 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 60922 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 10615 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6875 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 20701 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8943 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13788 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 60922 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 123242 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 12,738. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 7,765. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 9,092. TOTAL TO FORM 990-EZ, LINE 16: 16,857. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 212,187. END OF YEAR AMOUNT: 220,413. DESCRIPTION: PHOTOGRAPHIC EXHIBIT. BEG. OF YEAR AMOUNT: 100,000. END OF YEAR AMOUNT: 100,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 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 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JANICE CHARLESWORTH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3342624177 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-03-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ALABAMA EDUCATION RETIREES FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALAB |
| ReturnHeader/Filer/EIN | 0 | 570894883 |
| ReturnHeader/Filer/PhoneNum | 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 721396621 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | CARR RIGGS & INGRAM LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 7550 HALCYON SUMMIT DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MONTGOMERY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | AL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 36117 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3342716678 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-03-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | M CHAD SINGLETARY CPA |
| ReturnHeader/ReturnTs | 0 | 2015-03-30T19:14:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-08-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.