Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2015 • 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
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
20th percentile
Faster revenue growth than 20% of similar nonprofits.
Assets
Down$330,976
Down $6,298 (-1.9%) from 2014
Net Assets
Down$330,976
Down $6,298 (-1.9%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue
Down$21,065
Down $6,678 (-24%) from 2014
Expenses
Up$27,363
Up $10,157 (+59%) from 2014
Net Income
Down-$6,298
Down $16,835 (-160%) from 2014
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 | $15,947 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BARBARA ARNOLD | President | - | $0 | - | - |
| ALMA WYATT JONES | Vice President | - | $0 | - | - |
| KATHY ARCHER | Secretary | - | $0 | - | - |
| JOE MCFERRIN | Director | - | $0 | - | - |
| LEANNIER TURNER | Director | - | $0 | - | - |
| KATIE WALTON | Director | - | $0 | - | - |
| ANNIE ROBERTSON | Director | - | $0 | - | - |
| WARREN GEORGE | Director | - | $0 | - | - |
| DIANNE MARTIN | Director | - | $0 | - | - |
“Description: interest income. Amount: 11,300.”
“Description: scholarships awarded. Amount: 15,947. Description: travel expenses. Amount: 11,416. Total to form 990-ez, line 16: 27,363.”
“Description: investments. Beg. Of year amount: 220,413. End of year amount: 218,348. 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/BusinessNameLine1Txt | 0 | JANICE CHARLESWORTH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3342624177 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 828 WASHINGTON AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MONTGOMERY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 36104 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16861 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12628 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8498 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 85544 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6298 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 337274 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 330976 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 1267 |
| IRS990EZ/GrossReceiptsAmt | 0 | 106609 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 11300 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 337274 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 330976 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 337274 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 330976 |
| 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 | BARBARA ARNOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ALMA WYATT JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KATHY ARCHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOE MCFERRIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LEANNIER TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KATIE WALTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ANNIE ROBERTSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | WARREN GEORGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DIANNE MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| 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 | 320413 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 318348 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27363 |
| 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 | 15947 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 86811 |
| 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 | 27363 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 15947 |
| IRS990EZ/TotalRevenueAmt | 0 | 21065 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | FOUNDATION |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.AERAINC.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 8498 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 10615 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6875 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20701 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8943 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 55632 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 12567 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 17127 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7275 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8445 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14025 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 59439 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.48350 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.49430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 55632 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 8498 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 10615 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6875 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20701 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8943 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 55632 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 115071 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 11,300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 15,947. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 11,416. TOTAL TO FORM 990-EZ, LINE 16: 27,363. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 220,413. END OF YEAR AMOUNT: 218,348. 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 | 2016-04-25 22:37:26Z |
| 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 | 2016-01-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ALABAMA EDUCATION RETIREES FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALAB |
| ReturnHeader/Filer/EIN | 0 | 570894883 |
| ReturnHeader/Filer/PhoneNum | 0 | 3342624177 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 828 WASHINGTON AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTGOMERY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 36104 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 721396621 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARR RIGGS & INGRAM LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7550 HALCYON SUMMIT DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MONTGOMERY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 36117 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3342716678 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-01-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | M CHAD SINGLETARY CPA |
| ReturnHeader/ReturnTs | 0 | 2016-01-22T15:05:55-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-08-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.