Civic Intelligence

Blount County Education Foundation

990EZ • Fiscal year 2020 • EIN 62-1430230

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2021

Organization ProfileBCEFTN.COM
831 Grandview DrMaryville, TN 37803

(865) 984-1212

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

12th percentile

-53%

Higher net margin than 12% 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

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

69th percentile

4.4%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,460

Down $62,509 (-63%) from 2019

Net Assets

Down

$37,460

Down $62,509 (-63%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Up

$118,444

Up $4,971 (+4.4%) from 2019

Expenses

Up

$180,953

Up $48,556 (+37%) from 2019

Net Income

Down

-$62,509

Down $43,585 (-230%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2020

Assets$37,460
Liabilities-
Net Assets$37,460
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

2020

Revenue$118,444
Expenses$180,953
Net Income-$62,509
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2021
Return Version
2019v5.0
Gross Receipts
$118,444
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.$59,574$122,003
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY JOINESChair-$0--
BRANDON EVERHARTVice Chair-$0--
LACEE CAMPBELLSecretary-$0--
AMY EDWARDSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot Eve$30,183$30,183-$30,183
Total Events$30,183$30,183-$30,183
Filing and Contact Details

Filer

Filer Name
Blount County Education Foundation
EIN
62-1430230
Phone
8659841212
Address
831 GRANDVIEW DR, MARYVILLE, TN 37803

Signing Officer

Name
Sally Joines
Title
Chair
Phone
8659775903
Signed
2021-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Whitlock & Company Pc
Address
375 FOUNTAIN VIEW CIRCLE, ALCOA, TN 37701-1945
Preparer
C Nicolus Meals
Phone
8659819638
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: carpenters elementary school address: 915 huffstetler road maryville, tn 37803 cash contribution: 5,001 name: carpenters middle school address: 920 huffstetler road maryville, tn 37803 cash contribution: 5,883 name: heritage high school address: 3741 east lamar alexander parkway maryville, tn 37804 cash contribution: 13,437 name: heritage middle school address: 3737 east lamar alexander parkway maryville, tn 37804 cash contribution: 7,697 name: mary blount elementary address: 131 south old glory road maryville, tn 37801 cash contribution: 5,534 name: union grove middle school address: 334 south old grey ridge road friendsville, tn 37737 cash contribution: 6,005 name: william blount high school address: 219 county farm road maryville, tn 37801 cash contribution: 16,017”

Form 990-ez, Part I, Line 16

“Turkey trot event marketing 1,044 expenses office supplies 919 fuel 202 1,249 total 3,414”

Form 990-ez, Part II, Line 24

“Pledges receivable 3,450 3,450 total 3,450 3,450”

Form 990-ez, Part III

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

Raw XML Appendix156 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/PhoneNum08659841212
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-62509
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt078524
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt099969
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IRS990EZ/FundraisingGrossIncomeAmt030183
IRS990EZ/GrantsAndSimilarAmountsPaidAmt059574
IRS990EZ/GrossReceiptsAmt0118444
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SALLY JOINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON EVERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LACEE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03450
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03450
IRS990EZ/OtherExpensesTotalAmt03414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DIRECT SUPPORT FOR THE BENEFIT OF BLOUNT COUNTY, TENNESSEE SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0156
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE DIRECT SUPPORT TO BLOUNT COUNTY, TENNESSEE SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059574
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0122003
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039285
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt030183
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0180953
IRS990EZ/TotalProgramServiceExpensesAmt0122003
IRS990EZ/TotalRevenueAmt0118444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BCEFTN.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt088176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0113375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0594992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0622
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt030183
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68020
IRS990ScheduleA/PublicSupportPY170Pct00.54830
IRS990ScheduleA/PublicSupportTotal170Amt0405152
IRS990ScheduleA/SubstantialContributorsTotAmt0189840
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0113375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0165905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0594992
IRS990ScheduleA/TotalSupportAmt0595614
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
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY TROT EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030183
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CARPENTERS ELEMENTARY SCHOOL ADDRESS: 915 HUFFSTETLER ROAD MARYVILLE, TN 37803 CASH CONTRIBUTION: 5,001 NAME: CARPENTERS MIDDLE SCHOOL ADDRESS: 920 HUFFSTETLER ROAD MARYVILLE, TN 37803 CASH CONTRIBUTION: 5,883 NAME: HERITAGE HIGH SCHOOL ADDRESS: 3741 EAST LAMAR ALEXANDER PARKWAY MARYVILLE, TN 37804 CASH CONTRIBUTION: 13,437 NAME: HERITAGE MIDDLE SCHOOL ADDRESS: 3737 EAST LAMAR ALEXANDER PARKWAY MARYVILLE, TN 37804 CASH CONTRIBUTION: 7,697 NAME: MARY BLOUNT ELEMENTARY ADDRESS: 131 SOUTH OLD GLORY ROAD MARYVILLE, TN 37801 CASH CONTRIBUTION: 5,534 NAME: UNION GROVE MIDDLE SCHOOL ADDRESS: 334 SOUTH OLD GREY RIDGE ROAD FRIENDSVILLE, TN 37737 CASH CONTRIBUTION: 6,005 NAME: WILLIAM BLOUNT HIGH SCHOOL ADDRESS: 219 COUNTY FARM ROAD MARYVILLE, TN 37801 CASH CONTRIBUTION: 16,017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TURKEY TROT EVENT MARKETING 1,044 EXPENSES OFFICE SUPPLIES 919 FUEL 202 1,249 TOTAL 3,414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 3,450 3,450 TOTAL 3,450 3,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE DIRECT SUPPORT FOR THE BENEFIT OF BLOUNT COUNTY, TENNESSEE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY JOINES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08659775903
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOUNT COUNTY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLOU
ReturnHeader/Filer/EIN0621430230
ReturnHeader/Filer/PhoneNum08659841212
ReturnHeader/Filer/USAddress/AddressLine1Txt0831 GRANDVIEW DR
ReturnHeader/Filer/USAddress/CityNm0MARYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743074343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLOCK & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 FOUNTAIN VIEW CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALCOA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0377011945
ReturnHeader/PreparerPersonGrp/PhoneNum08659819638
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C NICOLUS MEALS
ReturnHeader/ReturnTs02021-11-01T14:58:17-05:00
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
$37,460
Liabilities
-
Net assets
$37,460
Revenue
$118,444
Expenses
$180,953
Net income
-$62,509
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
2020Detailed filing. Detailed filing data is available for this year.$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