Civic Intelligence

Shelby County Schools Education Foundation

990EZ • Fiscal year 2020 • EIN 58-2036814

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 23, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

44th percentile

1.5%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

3.8%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,784

Up $1,805 (+3.8%) from 2019

Net Assets

Up

$49,784

Up $1,805 (+3.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$123,574

Down $70,159 (-36%) from 2019

Expenses

Down

$121,769

Down $73,915 (-38%) from 2019

Net Income

Up

$1,805

Up $3,756 (+193%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$49,784
Liabilities-
Net Assets$49,784
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$123,574
Expenses$121,769
Net Income$1,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 23, 2020
Return Version
2019v5.0
Gross Receipts
$123,574
Mission and Program Overview

Mission

Distribution of funds for education

Program Services

DescriptionGrantsExpenses
The organziation receives funds from the groups listed, then distributes the funds after receiving grant applications from various school systems.$94,713$109,928
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judy TrambleTreasurer-$0--
Ashley FergusonPresident-$0--
Lindsay AllisonDirector-$0--
Athena DavidDirector-$0--
Leslie GreenwoodSecretary-$0--
Maryjayne HerringDirector-$0--
Chris PriceDirector-$0--
Neal WagnerDirector-$0--
Jane HamptonDirector-$0--
Josh ArnoldDirector-$0--
Kendall WilliamsExecutive Director-$0--
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
2020-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Graham & Associates
Address
5 Brown Cir, Alabaster, AL 35007
Preparer
Denise Graham
Phone
2056636673
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $885”

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $4400”

Other Expenses.1

“Program Expenses $48223”

Other Expenses.2

“Grant Expenses $46490”

Other Expenses.3

“Sponsorships/Donations $5693”

Other Expenses.4

“Operations $4157”

Other Expenses.6

“Memberships $825”

Other Expenses.7

“TELEPHONE $55”

Raw XML Appendix177 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02056825255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 First Street South
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alabaster
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047979
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0123574
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01102
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047979
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049784
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0123574
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047979
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049784
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judy Tramble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Ferguson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Allison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Athena David
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Leslie Greenwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Maryjayne Herring
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Neal Wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jane Hampton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Josh Arnold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Kendall Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0110728
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Distribution of funds for education
IRS990EZ/PrintingPublicationsPostageAmt01388
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organziation receives funds from the groups listed, then distributes the funds after receiving grant applications from various school systems.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt094713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109928
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0121769
IRS990EZ/TotalProgramServiceExpensesAmt094713
IRS990EZ/TotalRevenueAmt0123574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.shelbyedfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0123574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0193733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0224891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0211075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0879571
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0879571
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0123574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0193733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0224891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0211075
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0879571
IRS990ScheduleA/TotalSupportAmt0879571
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payments of Travel or Entertainment for Public Officials $4400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses $48223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grant Expenses $46490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sponsorships/Donations $5693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operations $4157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Neal Wagner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02059808604
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-23
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/PreparerFirmGrp/PreparerFirmEIN0631286116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Graham & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 Brown Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alabaster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035007
ReturnHeader/PreparerPersonGrp/PhoneNum02056636673
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise Graham
ReturnHeader/ReturnTs02020-12-10T08:13:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,784
Liabilities
-
Net assets
$49,784
Revenue
$123,574
Expenses
$121,769
Net income
$1,805
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits