Civic Intelligence

Jefferson County Schools Public Schools Public Education Fdn

990 • Fiscal year 2021 • EIN 58-2099274

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 14, 2022

Organization ProfileN/A
2100 S 18th StreetBirmingham, AL 35209

(205) 379-2216

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

43rd percentile

4.2%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

8.4%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$184,290

Up $19,790 (+12%) from 2020

Net Assets

Up

$180,761

Up $17,540 (+11%) from 2020

Liabilities

Up

$3,529

Up $2,250 (+176%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin43rd percentile

Revenue

Up

$442,442

Up $34,355 (+8.4%) from 2020

Expenses

Down

$423,967

Down $84,448 (-17%) from 2020

Net Income

Up

$18,475

Up $118,803 (+118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2010: $986,518Liabilities 2010: $647Net Assets 2010: $985,8712010Assets 2011: $827,896Liabilities 2011: $75Net Assets 2011: $827,8212011Assets 2012: $569,337Liabilities 2012: $0Net Assets 2012: $569,3372012Assets 2013: $842,010Liabilities 2013: $0Net Assets 2013: $842,0102013Assets 2014: $730,224Liabilities 2014: $0Net Assets 2014: $730,2242014Assets 2015: $582,474Liabilities 2015: $0Net Assets 2015: $582,4742015Assets 2016: $406,868Liabilities 2016: $0Net Assets 2016: $406,8682016Assets 2017: $546,415Liabilities 2017: $0Net Assets 2017: $546,4152017Assets 2018: $349,672Liabilities 2018: $0Net Assets 2018: $349,6722018Assets 2019: $263,550Liabilities 2019: $0Net Assets 2019: $263,5502019Assets 2020: $164,500Liabilities 2020: $1,279Net Assets 2020: $163,2212020Assets 2021: $184,290Liabilities 2021: $3,529Net Assets 2021: $180,7612021Assets 2022: $173,958Liabilities 2022: $0Net Assets 2022: $173,9582022Assets 2023: $208,732Liabilities 2023: $0Net Assets 2023: $208,7322023Assets 2024: $193,233Liabilities 2024: $0Net Assets 2024: $193,2332024Assets 2025: $142,858Liabilities 2025: $0Net Assets 2025: $142,8582025

Highlighted filing

2021

Assets$184,290
Liabilities$3,529
Net Assets$180,761
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,045,7102010Expenses 2011: $521,0962011Expenses 2012: $597,6822012Expenses 2013: $395,0522013Revenue 2014: $427,439Expenses 2014: $539,225Net Income 2014: -$111,7862014Revenue 2015: $361,226Expenses 2015: $508,976Net Income 2015: -$147,7502015Revenue 2016: $305,045Expenses 2016: $480,651Net Income 2016: -$175,6062016Revenue 2017: $435,288Expenses 2017: $595,126Net Income 2017: -$159,8382017Revenue 2018: $328,356Expenses 2018: $525,099Net Income 2018: -$196,7432018Revenue 2019: $399,116Expenses 2019: $508,135Net Income 2019: -$109,0192019Revenue 2020: $408,087Expenses 2020: $508,415Net Income 2020: -$100,3282020Revenue 2021: $442,442Expenses 2021: $423,967Net Income 2021: $18,4752021Revenue 2022: $511,506Expenses 2022: $518,309Net Income 2022: -$6,8032022Revenue 2023: $270,476Expenses 2023: $235,702Net Income 2023: $34,7742023Revenue 2024: $270,440Expenses 2024: $285,939Net Income 2024: -$15,4992024Revenue 2025: $408,132Expenses 2025: $458,507Net Income 2025: -$50,3752025

Highlighted filing

2021

Revenue$442,442
Expenses$423,967
Net Income$18,475
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 14, 2022
Return Version
2020v4.1
Gross Receipts
$442,442
Mission and Program Overview

Mission

To assist the jefferson county school system by securing additional resources while heightening community awareness of system needs and opportunities.

To assist the jefferson county school system by securing additional resources while heightening community awareness of system needs and opportunities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,565$182,290▲ $20,725
Savings and Temporary Cash Investments$2,000$2,000→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$163,565$184,290▲ $20,725
Liabilities
Accounts Payable and Accrued Expenses$1,279$3,529▲ $2,250
Total Liabilities$1,279$3,529▲ $2,250
Net Assets / Fund Balance
Net Assets With Donor Restrictions$84,632$106,957▲ $22,325
Net Assets Without Donor Restrictions$77,654$73,804▼ $3,850
Total Net Assets Fund Balance$162,286$180,761▲ $18,475
Total Liabilities and Net Assets / Fund Balance$163,565$184,290▲ $20,725

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,530$22,530
Land$0--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Melissa B MckiePresident
Brittney SmithVice President
Bill CasadayDirector
Emily DunhamDirector
Jan PlylerDirector
Jim BlackDirector
Keith CromwellDirector
Kim MunfordDirector
Tapeka FennellDirector
Carita VenableJefcoed Board of Directors
Dr Walter B Gonsoulin JrJefcoed Superintendent
Lisa FoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$442,440
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$424,280
Change in Net Assets
$18,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$442,442
Total Revenue per Audited Statements
$442,442
Total Revenue per Form 990
$442,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$315,029
Salaries, Compensation, and Employee Benefits$96,142
Total Fundraising Expense$43,028
Other Expenses$12,796
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$315,029--$315,029
Other Salaries and Wages$43,029$10,085$43,028$96,142
Fees for Services Accounting$0$7,400$0$7,400
Office Expenses$0$4,244$0$4,244
Conferences and Meetings$0$1,152$0$1,152
Total Functional Expenses$358,058$22,881$43,028$423,967

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$423,967
Total Expenses per Audited Statements$423,967
Total Expenses per Form 990$423,967
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Jefferson County Schools Public Education Foundationinc
EIN
58-2099274
Phone
2053792216
Address
2100 S 18TH STREET, BIRMINGHAM, AL 35209

Signing Officer

Name
Melissa B Mckie
Title
President
Phone
2053792216
Signed
2022-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Nail Ii
Formed
1992
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
35

Preparer

Firm
Banks Finley White & Co
Address
617 37TH STREET SOUTH, BIRMINGHAM, AL 35222
Preparer
Jeffrey White Sr
Phone
2053266660
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A meeting was held among the tax accountant, executive director, and the board of directors to discuss and approve the form 990 tax return before filing it with the federal government.”

Pt VI, Line 15B

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. They will provide a copy of such documents to anyone who requests it for purposes of donations or credit information.”

Pt XII, Line 2C

“The organization did not change its oversight process or selection process during the year.”

Financial Statement Notes

Pt X, Line 2

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. As of september 30, 2021, the foundation has no uncertain tax positions that qualify for disclosure in the financial statements. The foundation files an annual form 990 with the internal revenue service, and its tax returns for the year 2015 and subsequent years remain subject to examination by tax authorities.”

Pt XI, Line 2D

“Other adjustments: direct expenses of fundraising events 73,430”

Pt XII, Line 2D

“Other adjustments: direct expenses of fundraising events 73,430”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF SEPTEMBER 30, 2021, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND ITS TAX RETURNS FOR THE YEAR 2015 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 73,430
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 73,430
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEY WILL PROVIDE A COPY OF SUCH DOCUMENTS TO ANYONE WHO REQUESTS IT FOR PURPOSES OF DONATIONS OR CREDIT INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,290
Liabilities
$3,529
Net assets
$180,761
Revenue
$442,442
Expenses
$423,967
Net income
$18,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.41$0.46$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.27$0.29$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.27$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.51$0.52$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.44$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.41$0.51$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.40$0.51$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.33$0.53$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.44$0.60$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.31$0.48$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.36$0.51$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.43$0.54$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.05