Civic Intelligence

Shelby County Schools Education Foundation

990 • Fiscal year 2019 • EIN 58-2036814

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 02, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$47,979

Down $1,951 (-3.9%) from 2018

Net Assets

Down

$47,979

Down $1,951 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Up

$193,733

Up $67,435 (+53%) from 2018

Expenses

Up

$195,684

Up $45,036 (+30%) from 2018

Net Income

Up

-$1,951

Up $22,399 (+92%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$47,979
Liabilities$0
Net Assets$47,979
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$193,733
Expenses$195,684
Net Income-$1,951
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$193,733
Mission and Program Overview

Mission

Distribution of funds for education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,280$47,979▲ $1,699
Rtn Earn Endowment Incm Other Fnds$49,930$47,979▼ $1,951
Accounts Receivable$3,650--
Total Assets$49,930$47,979▼ $1,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,930$47,979▼ $1,951
Total Liabilities and Net Assets / Fund Balance$49,930$47,979▼ $1,951
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ashley FergusonPresident
Athena DavidDirector
Chris PriceDirector
Jane HamptonDirector
Josh ArnoldDirector
Lindsay AllisonDirector
Maryjayne HerringDirector
Neal WagnerDirector
Kendall WilliamsExecutive Di
Leslie GreenwoodSecretary
Judy TrambleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,733
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$193,733
Change in Net Assets
$-1,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,606
Other Expenses$63,078
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$132,606--$132,606
Fees for Services Other$37,445$18,737-$56,182
Conferences and Meetings-$4,730-$4,730
Office Expenses-$1,616-$1,616
Fees for Services Accounting-$550-$550
Total Functional Expenses$170,051$25,633$0$195,684
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
2019-12-02
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 0 713 0 showcase luncheon 6,233 0 0 taste of shelby county 3,001 0 0 program expense other 20,711 0 0 sponsorships/donations 0 10,262 0 database subscription 0 6,559 0 website 0 140 0 events 0 1,028 0 miscellaneous 0 35 0 career technical education su 7,500 0 0 total 37,445 18,737 0”

Raw XML Appendix316 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIPS & DUES 0 713 0 SHOWCASE LUNCHEON 6,233 0 0 TASTE OF SHELBY COUNTY 3,001 0 0 PROGRAM EXPENSE OTHER 20,711 0 0 SPONSORSHIPS/DONATIONS 0 10,262 0 DATABASE SUBSCRIPTION 0 6,559 0 WEBSITE 0 140 0 EVENTS 0 1,028 0 MISCELLANEOUS 0 35 0 CAREER TECHNICAL EDUCATION SU 7,500 0 0 TOTAL 37,445 18,737 0
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02059808604
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-02
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/AtSubmissionCreationDeviceId06A2D5629D678E71D6F4C8E5F24E57A393BDABA52
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050F1D28DAA2A6C7FA2BC8D74CCFD9217B64B7947
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.197.79.50
ReturnHeader/FilingSecurityInformation/IPDt02019-12-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:24:32
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/PreparationDt02019-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE D GRAHAM CPA
ReturnHeader/ReturnTs02019-12-02T10:24:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,979
Liabilities
$0
Net assets
$47,979
Revenue
$193,733
Expenses
$195,684
Net income
-$1,951
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
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.94$1.96$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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