Civic Intelligence

Blount County Education Foundation

990EZ • Fiscal year 2016 • EIN 62-1430230

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 15, 2016

PO Box 1030Alcoa, TN 37701

(865) 983-5244

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$126,645

Down $36,863 (-23%) from 2015

Net Assets

Down

$126,645

Down $36,863 (-23%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$138,486

Up $46,011 (+50%) from 2015

Expenses

Up

$175,349

Up $62,561 (+55%) from 2015

Net Income

Down

-$36,863

Down $16,550 (-81%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $181,157Liabilities 2011: $50Net Assets 2011: $181,1072011Assets 2012: $167,874Net Assets 2012: $167,8742012Assets 2013: $159,747Net Assets 2013: $159,7472013Assets 2014: $183,821Net Assets 2014: $183,8212014Assets 2015: $163,508Net Assets 2015: $163,5082015Assets 2016: $126,645Net Assets 2016: $126,6452016Assets 2017: $168,902Net Assets 2017: $168,9022017Assets 2018: $118,593Net Assets 2018: $118,5932018Assets 2019: $99,969Net Assets 2019: $99,9692019Assets 2020: $37,460Net Assets 2020: $37,4602020Assets 2021: $76,080Liabilities 2021: $02021Assets 2022: $101,831Net Assets 2022: $101,8312022Assets 2023: $62,572Liabilities 2023: $3,653Net Assets 2023: $58,9192023Assets 2024: $112,970Liabilities 2024: $0Net Assets 2024: $112,9702024

Highlighted filing

2016

Assets$126,645
Liabilities-
Net Assets$126,645

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $68,942Expenses 2011: $39,366Net Income 2011: $29,5762011Revenue 2012: $104,839Expenses 2012: $118,072Net Income 2012: -$13,2332012Revenue 2013: $60,840Expenses 2013: $68,967Net Income 2013: -$8,1272013Revenue 2014: $107,568Expenses 2014: $83,494Net Income 2014: $24,0742014Revenue 2015: $92,475Expenses 2015: $112,788Net Income 2015: -$20,3132015Revenue 2016: $138,486Expenses 2016: $175,349Net Income 2016: -$36,8632016Revenue 2017: $181,481Expenses 2017: $139,224Net Income 2017: $42,2572017Revenue 2018: $88,992Expenses 2018: $139,313Net Income 2018: -$50,3212018Revenue 2019: $113,473Expenses 2019: $132,397Net Income 2019: -$18,9242019Revenue 2020: $118,444Expenses 2020: $180,953Net Income 2020: -$62,5092020Revenue 2021: $123,392Expenses 2021: $84,772Net Income 2021: $38,6202021Revenue 2022: $108,086Expenses 2022: $82,335Net Income 2022: $25,7512022Revenue 2023: $86,888Expenses 2023: $129,800Net Income 2023: -$42,9122023Revenue 2024: $210,698Expenses 2024: $156,647Net Income 2024: $54,0512024

Highlighted filing

2016

Revenue$138,486
Expenses$175,349
Net Income-$36,863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$161,650
Mission and Program Overview

Mission

To provide direct support for the benefit of blount county, tennessee schools.

Program Services

DescriptionGrantsExpenses
TO PROVIDE DIRECT SUPPORT TO BLOUNT COUNTY, TENNESSEE SCHOOLS.-$160,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH TROUPPresident-$0--
SCOTT POWELLVP-$0--
BRITTANY FORDVP-$0--
SARAH JO GREGORYSecretary-$0--
ROB MORRISTreasurer-$0--
MICHAEL BARRETTDirector-$0--
PAM HATHCOCKDirector-$0--
DONNA BOONEDirector-$0--
VICTORIA SCHEIDTDirector-$0--
MICHAEL WALKERDirector-$0--
JAY BLEVINSDirector-$0--
TIM SPICERDirector-$0--
MICHAEL WALKERDirector-$0--
LACEE CAMPBELLDirector-$0--
TIM SPICERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot Eve$10,894$10,894$11,787$-893
Dragon Boat Eve$9,392$9,392$11,377$-1,985
Total Events$20,286$20,286$23,164$-2,878
Filing and Contact Details

Filer

Filer Name
Blount County Education Foundation
EIN
62-1430230
Phone
8659835244
Address
PO BOX 1030, ALCOA, TN 37701

Signing Officer

Name
Rob Morris
Title
Treasurer
Phone
8659775903
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Ingram Overholt & Bean Pc
Address
428 MARILYN LANE, ALCOA, TN 37701
Preparer
T Mark Lund
Phone
8659841040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 1,361 blount county schools 160,670 equipment rental 1,732 insurance 3,094 business expenses 2,055 contract services 1,105 supplies and other 5,117 website design 215 total 175,349

Form 990-ez, Part III

To provide direct support for the benefit of blount county, tennessee schools.

Raw XML Appendix196 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH TROUP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH JO GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROB MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAM HATHCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DONNA BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VICTORIA SCHEIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAY BLEVINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TIM SPICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MICHAEL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LACEE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14TIM SPICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0175349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE DIRECT SUPPORT TO BLOUNT COUNTY, TENNESSEE SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0160670
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-2878
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0175349
IRS990EZ/TotalProgramServiceExpensesAmt0160670
IRS990EZ/TotalRevenueAmt0138486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0141199
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123038
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0553534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020286
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35250
IRS990ScheduleA/PublicSupportPY170Pct00.37110
IRS990ScheduleA/PublicSupportTotal170Amt0195676
IRS990ScheduleA/SubstantialContributorsTotAmt0357858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0141199
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114245
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0553534
IRS990ScheduleA/TotalSupportAmt0555084
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY TROT EVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRAGON BOAT EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09392
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011787
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,361 BLOUNT COUNTY SCHOOLS 160,670 EQUIPMENT RENTAL 1,732 INSURANCE 3,094 BUSINESS EXPENSES 2,055 CONTRACT SERVICES 1,105 SUPPLIES AND OTHER 5,117 WEBSITE DESIGN 215 TOTAL 175,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE DIRECT SUPPORT FOR THE BENEFIT OF BLOUNT COUNTY, TENNESSEE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08659775903
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOUNT COUNTY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLOU
ReturnHeader/Filer/EIN0621430230
ReturnHeader/Filer/PhoneNum08659835244
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1030
ReturnHeader/Filer/USAddress/CityNm0ALCOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621651321
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0428 MARILYN LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALCOA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037701
ReturnHeader/PreparerPersonGrp/PhoneNum08659841040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T MARK LUND
ReturnHeader/ReturnTs02016-08-31T16:37:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$2.11$1.57$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.04$0.59$0.87$1.30$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$1.08$0.82$0.26
2021Summary only. Only limited summary data is available for this year.$0.76$0.00$1.23$0.85$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.37$1.18$1.81$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$1.13$1.32$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.89$1.39$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$1.69$1.81$1.39$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.38$1.75$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.92$1.13$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.08$0.83$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.60$0.61$0.69$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$1.68$1.05$1.18$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.69$0.39$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits