Civic Intelligence

Shelby County Schools Education Foundation

990EZ • Fiscal year 2024 • EIN 58-2036814

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 02, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$102,823

Flat from 2024

Net Assets

$102,823

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$136,840

Flat from 2024

Expenses

Flat

$95,693

Flat from 2024

Net Income

Flat

$41,147

Flat from 2024

Historical Trend

Balance Sheet Trend

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: $102,823Net Assets 2024: $102,8232024Assets 2024: $102,823Liabilities 2024: $02024Assets 2025: $29,348Net Assets 2025: $29,3482025

Highlighted filing

2024

Assets$102,823
Liabilities-
Net Assets$102,823

Operations Trend

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 2024: $136,840Expenses 2024: $95,693Net Income 2024: $41,1472024Revenue 2025: $91,177Expenses 2025: $164,652Net Income 2025: -$73,4752025

Highlighted filing

2024

Revenue$136,840
Expenses$95,693
Net Income$41,147
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 2, 2024
Return Version
2023v5.0
Gross Receipts
$136,840
Mission and Program Overview

Mission

Distribution of funds for education

The organziation receives funds from the groups listed, then distributes the funds after receiving grant applications from various school systems.

Program Services

DescriptionGrantsExpenses
THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES THE FUNDS AFTER RECEIVING GRANT APPLICATIONS FROM VARIOUS SCHOOL SYSTEMS.-$85,608
THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY TRAMBLETreasurer-$0--
ASHLEY FERGUSONChair-$0--
LEAH EAGLEDirector-$0--
ALI PAYNEDirector-$0--
KEN MOBLEYDirector-$0--
MARYJAYNE HERRINGDirector-$0--
JANE HAMPTONDirector-$0--
JOSH ARNOLDDirector-$0--
AIMEE BARNESDirector-$0--
COURTNEY BENTLEYDirector-$0--
JI JI DAVISDirector-$0--
TIJUANA HALSEYDirector-$0--
KRISTEN FIELDSDirector-$0--
MISTI STEEDDirector-$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
Ashley Ferguson
Title
Chair
Phone
2059808604
Signed
2024-12-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Misc income 4,445 total 4,445

Form 990-ez, Part I, Line 16

Expenses office exp. 654 information tech. 1,775 travel 1,027 program expenses 38,327 grant expenses 47,281 bank charges 121 events 3,172 memberships 475 sponsorships/donations 1,500 misc costs 776 total 95,108

Form 990-ez, Part I, Line 20

Prior year adjustment -14,020

Form 990-ez, Part II, Line 24

Accounts receivable 5,500 10,500 total 5,500 10,500

Form 990-ez, Part III

The organziation receives funds from the groups listed, then distributes the funds after receiving grant applications from various school systems.

Form 990-ez, Part III, Line 31

The organziation receives funds from the groups listed, then distributes the funds after receiving grant applications from various school systems.

Raw XML Appendix174 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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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY TRAMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH EAGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALI PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN MOBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYJAYNE HERRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE HAMPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSH ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AIMEE BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9COURTNEY BENTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JI JI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TIJUANA HALSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12KRISTEN FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MISTI STEED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt010500
IRS990EZ/OtherChangesInNetAssetsAmt0-14020
IRS990EZ/OtherExpensesTotalAmt095108
IRS990EZ/OtherRevenueTotalAmt04445
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt063264
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES THE FUNDS AFTER RECEIVING GRANT APPLICATIONS FROM VARIOUS SCHOOL SYSTEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085608
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHELBYEDFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0160657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0229788
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069131
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0229788
IRS990ScheduleA/TotalSupportAmt0229788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 4,445 TOTAL 4,445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXP. 654 INFORMATION TECH. 1,775 TRAVEL 1,027 PROGRAM EXPENSES 38,327 GRANT EXPENSES 47,281 BANK CHARGES 121 EVENTS 3,172 MEMBERSHIPS 475 SPONSORSHIPS/DONATIONS 1,500 MISC COSTS 776 TOTAL 95,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJUSTMENT -14,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 5,500 10,500 TOTAL 5,500 10,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES THE FUNDS AFTER RECEIVING GRANT APPLICATIONS FROM VARIOUS SCHOOL SYSTEMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANZIATION RECEIVES FUNDS FROM THE GROUPS LISTED, THEN DISTRIBUTES THE FUNDS AFTER RECEIVING GRANT APPLICATIONS FROM VARIOUS SCHOOL SYSTEMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02059808604
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-02
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE GRAHAM
ReturnHeader/ReturnTs02024-12-02T13:08:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.37$0.96$0.41
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
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