Civic Intelligence

Shelby County Schools Education Foundation

990 • Fiscal year 2018 • EIN 58-2036814

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 16, 2018

Organization ProfileWWW.SHELBYEDFOUNDATION.ORG
601 First Street SouthAlabaster, AL 35007

(205) 980-8604

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$49,930

Down $24,350 (-33%) from 2017

Net Assets

Down

$49,930

Down $24,350 (-33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$126,298

Down $98,593 (-44%) from 2017

Expenses

Down

$150,648

Down $85,550 (-36%) from 2017

Net Income

Down

-$24,350

Down $13,043 (-115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$150K$100K$50K$0Assets 2012: $73,953Liabilities 2012: $1592012Assets 2013: $80,949Liabilities 2013: $0Net Assets 2013: $80,9492013Assets 2014: $85,714Liabilities 2014: $1,000Net Assets 2014: $84,7142014Assets 2015: $90,531Liabilities 2015: $0Net Assets 2015: $90,5312015Assets 2016: $85,587Liabilities 2016: $0Net Assets 2016: $85,5872016Assets 2017: $74,280Liabilities 2017: $0Net Assets 2017: $74,2802017Assets 2018: $49,930Liabilities 2018: $0Net Assets 2018: $49,9302018Assets 2019: $47,979Liabilities 2019: $0Net Assets 2019: $47,9792019Assets 2020: $49,784Net Assets 2020: $49,7842020Assets 2021: $30,287Net Assets 2021: $30,2872021Assets 2022: $51,943Net Assets 2022: $51,9432022Assets 2023: $75,696Liabilities 2023: $02023Assets 2024: $102,823Liabilities 2024: $02024Assets 2025: $29,348Net Assets 2025: $29,3482025

Highlighted filing

2018

Assets$49,930
Liabilities$0
Net Assets$49,930
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $96,749Expenses 2012: $99,254Net Income 2012: -$2,5052012Revenue 2013: $219,896Expenses 2013: $212,741Net Income 2013: $7,1552013Revenue 2014: $194,503Expenses 2014: $190,737Net Income 2014: $3,7662014Revenue 2015: $207,112Expenses 2015: $201,295Net Income 2015: $5,8172015Revenue 2016: $211,075Expenses 2016: $218,549Net Income 2016: -$7,4742016Revenue 2017: $224,891Expenses 2017: $236,198Net Income 2017: -$11,3072017Revenue 2018: $126,298Expenses 2018: $150,648Net Income 2018: -$24,3502018Revenue 2019: $193,733Expenses 2019: $195,684Net Income 2019: -$1,9512019Revenue 2020: $123,574Expenses 2020: $121,769Net Income 2020: $1,8052020Revenue 2021: $76,027Expenses 2021: $95,524Net Income 2021: -$19,4972021Revenue 2022: $103,460Expenses 2022: $81,804Net Income 2022: $21,6562022Revenue 2023: $160,657Expenses 2023: $136,904Net Income 2023: $23,7532023Revenue 2024: $136,840Expenses 2024: $95,693Net Income 2024: $41,1472024Revenue 2025: $91,177Expenses 2025: $164,652Net Income 2025: -$73,4752025

Highlighted filing

2018

Revenue$126,298
Expenses$150,648
Net Income-$24,350
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 16, 2018
Return Version
2017v2.3
Gross Receipts
$126,298
Mission and Program Overview

Mission

Distribution of funds for education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$74,280$49,930▼ $24,350
Cash and Non-Interest-Bearing Accounts$70,630$46,280▼ $24,350
Accounts Receivable$3,650$3,650→ $0
Total Assets$74,280$49,930▼ $24,350
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,280$49,930▼ $24,350
Total Liabilities and Net Assets / Fund Balance$74,280$49,930▼ $24,350
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sonja H PurvisPresident
Athena DavidDirector
Chris PriceDirector
Jane HamptonDirector
Josh ArnoldDirector
Lindsay AllisonDirector
Maryjayne HerringDirector
Neal WagnerDirector
Kendall WilliamsExecutive Di
Judy TramblePast Preside
Leslie GreenwoodSecretary
Ashley FergusonVP & Treasur
Revenue and Support

Revenue Composition

Contributions and Grants
$126,298
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$126,298
Change in Net Assets
$-24,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,939
Other Expenses$39,709
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$110,939--$110,939
Fees for Services Other-$31,756-$31,756
Conferences and Meetings-$4,159-$4,159
Office Expenses-$2,441-$2,441
Insurance-$938-$938
Fees for Services Accounting-$400-$400
Fees for Services Management-$15-$15
Total Functional Expenses$110,939$39,709$0$150,648
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shelby County Schools Education
EIN
58-2036814
Phone
2059808604
Address
601 FIRST STREET SOUTH, ALABASTER, AL 35007

Signing Officer

Name
Neal Wagner
Title
Director
Phone
2059808604
Signed
2018-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neal Wagner
Formed
1992
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Graham & Associates
Address
5 BROWN CIRCLE, ALABASTER, AL 35007
Preparer
Denise D Graham CPA
Phone
2056636673
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Memberships & dues 0 918 0 outside contract services 0 61 0 showcase luncheon 0 1,801 0 taste of shelby county 0 1,400 0 program expense other 0 4,274 0 sponsorships/donations 0 14,140 0 database subscription 0 8,727 0 website 0 95 0 inspiring a generation 0 340 0 total 0 31,756 0”

Raw XML Appendix325 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/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIPS & DUES 0 918 0 OUTSIDE CONTRACT SERVICES 0 61 0 SHOWCASE LUNCHEON 0 1,801 0 TASTE OF SHELBY COUNTY 0 1,400 0 PROGRAM EXPENSE OTHER 0 4,274 0 SPONSORSHIPS/DONATIONS 0 14,140 0 DATABASE SUBSCRIPTION 0 8,727 0 WEBSITE 0 95 0 INSPIRING A GENERATION 0 340 0 TOTAL 0 31,756 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/USAddress/AddressLine1Txt0115 NORTH MAIN STREET
IRS990/USAddress/CityNm0COLUMBIANA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035051
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SHELBYEDFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NEAL WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02059808604
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELBY COUNTY SCHOOLS EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0582036814
ReturnHeader/Filer/PhoneNum02059808604
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 FIRST STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0ALABASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId081B43FB0553D700BC828E32C806EF9587C274891
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050F1D28DAA2A6C7FA2BC8D74CCFD9217B64B7947
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.197.79.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:25:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631286116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 BROWN CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALABASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035007
ReturnHeader/PreparerPersonGrp/PhoneNum02056636673
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE D GRAHAM CPA
ReturnHeader/ReturnTs02018-11-16T15:25:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,930
Liabilities
$0
Net assets
$49,930
Revenue
$126,298
Expenses
$150,648
Net income
-$24,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.91$1.65$0.73
2024Summary only. Only limited summary data is available for this year.$1.03$0.00$1.37$0.96$0.41
2023Summary only. Only limited summary data is available for this year.$0.76$0.00$1.61$1.37$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$1.03$0.82$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$0.76$0.96$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$1.24$1.22$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$1.94$1.96$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.26$1.51$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$2.25$2.36$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.11$2.19$0.07
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$2.07$2.01$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$1.95$1.91$0.04
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$2.20$2.13$0.07
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.97$0.99$0.03