Civic Intelligence

Shelby County Education Foundation

990 • Fiscal year 2013 • EIN 62-1862441

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization ProfileWWW.SCSEF.COM
PO Box 38327338183

(901) 202-5015

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.07x

Higher debt load relative to assets than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

64%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$186,029

Down $5,623 (-2.9%) from 2012

Net Assets

Down

$173,580

Down $1,495 (-0.9%) from 2012

Liabilities

Down

$12,449

Down $4,128 (-25%) from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin42nd percentile

Revenue

Up

$2,460,064

Up $960,175 (+64%) from 2012

Expenses

Up

$2,449,559

Up $109,194 (+4.7%) from 2012

Net Income

Up

$10,505

Up $850,981 (+101%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $213,243Liabilities 2010: $34,728Net Assets 2010: $178,5152010Assets 2011: $1,043,032Liabilities 2011: $15,481Net Assets 2011: $1,027,5512011Assets 2012: $191,652Liabilities 2012: $16,577Net Assets 2012: $175,0752012Assets 2013: $186,029Liabilities 2013: $12,449Net Assets 2013: $173,5802013Assets 2014: $150,393Liabilities 2014: $7,986Net Assets 2014: $142,4072014Assets 2015: $1,558,733Liabilities 2015: $11,348Net Assets 2015: $1,547,3852015Assets 2016: $2,256,657Liabilities 2016: $743,758Net Assets 2016: $1,512,8992016Assets 2017: $1,780,205Liabilities 2017: $179,266Net Assets 2017: $1,600,9392017Assets 2018: $2,312,913Liabilities 2018: $731,362Net Assets 2018: $1,581,5512018Assets 2019: $127,542Liabilities 2019: $43,753Net Assets 2019: $83,7892019Assets 2020: $49,015Liabilities 2020: $839Net Assets 2020: $48,1762020

Highlighted filing

2013

Assets$186,029
Liabilities$12,449
Net Assets$173,580
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $118,741Expenses 2010: $207,286Net Income 2010: -$88,5452010Expenses 2011: $158,9502011Revenue 2012: $1,499,889Expenses 2012: $2,340,365Net Income 2012: -$840,4762012Revenue 2013: $2,460,064Expenses 2013: $2,449,559Net Income 2013: $10,5052013Revenue 2014: $1,611,158Expenses 2014: $1,630,331Net Income 2014: -$19,1732014Revenue 2015: $3,669,806Expenses 2015: $3,766,028Net Income 2015: -$96,2222015Revenue 2016: $3,073,523Expenses 2016: $3,108,009Net Income 2016: -$34,4862016Revenue 2017: $3,103,940Expenses 2017: $3,015,900Net Income 2017: $88,0402017Revenue 2018: $3,072,954Expenses 2018: $3,092,342Net Income 2018: -$19,3882018Revenue 2019: $140,868Expenses 2019: $1,638,630Net Income 2019: -$1,497,7622019Revenue 2020: $7,666Expenses 2020: $58,039Net Income 2020: -$50,3732020

Highlighted filing

2013

Revenue$2,460,064
Expenses$2,449,559
Net Income$10,505
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.0
Gross Receipts
$2,460,064
Mission and Program Overview

Mission

To promote community support for the enhancement of high quality education for the students and staff in the shelby county school system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$106,150$130,835▲ $24,685
Cash and Non-Interest-Bearing Accounts$84,252$55,194▼ $29,058
Prepaid Expenses and Deferred Charges$1,250--
Total Assets$191,652$186,029▼ $5,623
Liabilities
Accounts Payable and Accrued Expenses$16,577$12,449▼ $4,128
Total Liabilities$16,577$12,449▼ $4,128
Net Assets / Fund Balance
Unrestricted Net Assets$55,708$62,691▲ $6,983
Permanently Rstr Net Assets$57,012$57,012→ $0
Temporarily Rstr Net Assets$62,355$53,877▼ $8,478
Total Net Assets Fund Balance$175,075$173,580▼ $1,495
Total Liabilities and Net Assets / Fund Balance$191,652$186,029▼ $5,623
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Chris PricePresident
Andy WagnerVice-president
Andrew GattasDirector
Anne EdmistonDirector
Bill BrownDirector
Chris ConnorsDirector
Jack TreasDirector
Jeff BryantDirector
Nancy LogginsDirector
Nick MusarraDirector
Sandra BurkeDirector
Peg WatkinsTrustee
Kevin WoodsEx-officio
Reginald PorterEx-officio
Ron LollarEx-officio
Charla SparksSecretary
Richard O McbrydeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Boston Consulting Group INCConsulation Services For Transition Plan-$2,325,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,403,444
Program Service Revenue
$55,970
Investment Income
$650
Other Revenue
$0
All Other Contributions
$2,403,444
Change in Net Assets
$10,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,460,064
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,460,064
Total Revenue per Form 990
$2,460,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,400,162
Salaries, Compensation, and Employee Benefits$49,397
Total Fundraising Expense$16,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,325,000--$2,325,000
Other Salaries and Wages$20,250$11,250$13,500$45,000
Fees for Services Accounting-$9,046-$9,046
Payroll Taxes$1,979$1,099$1,319$4,397
All Other Expenses$1,576$2,489-$4,065
Insurance-$1,406$1,406$2,812
Other Expenses$8,906$2,506-$2,506
Office Expenses-$2,105-$2,105
Advertising--$386$386
Total Functional Expenses$2,403,047$29,901$16,611$2,449,559

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,461,559
Expenses per Audited Statements$2,449,559
Total Expenses per Form 990$2,449,559
Expenses Not Reported on Form 990$12,000
Expenses Not Reported on Financial Statements$0
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
No
Audit committee
Yes
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Return preparer provided a copy of the final version of form 990 to the board of directors for their review and approval before the return was filed.”

Form 990, Part VI, Section C, Line 19

“Shelby county schools education foundation has made available for public inspection all required documents and will provide the information for review upon request.”

Filing and Contact Details

Filer

EIN
62-1862441
Phone
9012025015

Signing Officer

Name
Richard O Mcbryde
Title
Treasurer
Phone
9012025015
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard O Mcbryde
Formed
2001
Legal Domicile
Tn
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
17

Preparer

Preparer
Richard a Swope CPA
Phone
9016834234
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees : program service expenses 2,325,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,325,000.”

FORM 990, PART XI, SECTION G, LINE 2C:

“The process for the governing board overseeing the annual audit and selecting an independent accountant has not changed from previous years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management of the foundation to evaluate tax positions taken by the foundation and recognize a tax liability (or asset) if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The foundation has analyzed the tax positions taken by the foundation and has concluded that, as of december 31, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. The foundation believes it is no longer subject to income tax examination for years prior to 2010.”

Raw XML AppendixShowing 400 of 477 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016577
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012449
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE COMMUNITY SUPPORT FOR THE ENHANCEMENT OF HIGH QUALITY EDUCATION FOR THE STUDENTS AND STAFF IN THE SHELBY COUNTY SCHOOL SYSTEM.
IRS990/AdvertisingGrp/FundraisingAmt0386
IRS990/AdvertisingGrp/TotalAmt0386
IRS990/AllOtherContributionsAmt02403444
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02489
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01576
IRS990/AllOtherExpensesGrp/TotalAmt04065
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0RICHARD O MCBRYDE
IRS990/BooksInCareOfDetail/PhoneNum09012025015
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 383273
IRS990/BooksInCareOfDetail/USAddress/City0GERMANTOWN
IRS990/BooksInCareOfDetail/USAddress/State0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode038183
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt084252
IRS990/CashNonInterestBearingGrp/EOYAmt055194
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02325000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine102501 N HARWOOD SUITE 2200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode075201
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10BOSTON CONSULTING GROUP INC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULATION SERVICES FOR TRANSITION PLAN
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02403444
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0650
IRS990/CYOtherExpensesAmt02400162
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt055970
IRS990/CYRevenuesLessExpensesAmt010505
IRS990/CYSalariesCompEmpBnftPaidAmt049397
IRS990/CYTotalExpensesAmt02449559
IRS990/CYTotalFundraisingExpenseAmt016611
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02460064
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONSULTING EXPENSES FOR CONSOLIDATION PLANNING RELATED TO THE MERGER OF THE MEMPHIS CITY AND SHELBY COUNTY SCHOOL DISTRICTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt0-12000
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02325000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09046
IRS990/FeesForServicesAccountingGrp/TotalAmt09046
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02325000
IRS990/FeesForServicesOtherGrp/TotalAmt02325000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW GATTAS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE EDMISTON
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLA SPARKS
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS CONNORS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK TREAS
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY LOGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm11NICK MUSARRA
IRS990/Form990PartVIISectionAGrp/PersonNm12PEG WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm13REGINALD PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD O MCBRYDE
IRS990/Form990PartVIISectionAGrp/PersonNm15RON LOLLAR
IRS990/Form990PartVIISectionAGrp/PersonNm16SANDRA BURKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02460064
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01406
IRS990/InsuranceGrp/ManagementAndGeneralAmt01406
IRS990/InsuranceGrp/TotalAmt02812
IRS990/InvestmentIncomeGrp/ExclusionAmt0650
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0650
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE COMMUNITY SUPPORT FOR THE ENHANCEMENT OF HIGH QUALITY EDUCATION FOR THE STUDENTS AND STAFF IN THE SHELBY COUNTY SCHOOL SYSTEM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0175075
IRS990/NetAssetsOrFundBalancesEOYAmt0173580
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02105
IRS990/OfficeExpensesGrp/TotalAmt02105
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AWARDS AND HONORARIUMS
IRS990/OtherExpensesGrp/Desc1RACE FOR EDUCATION EXPE
IRS990/OtherExpensesGrp/Desc2BANQUET EXPENSES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02506
IRS990/OtherExpensesGrp/ProgramServicesAmt028381
IRS990/OtherExpensesGrp/ProgramServicesAmt116955
IRS990/OtherExpensesGrp/ProgramServicesAmt28906
IRS990/OtherExpensesGrp/TotalAmt028381
IRS990/OtherExpensesGrp/TotalAmt116955
IRS990/OtherExpensesGrp/TotalAmt28906
IRS990/OtherExpensesGrp/TotalAmt32506
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011250
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020250
IRS990/OtherSalariesAndWagesGrp/TotalAmt045000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01319
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01099
IRS990/PayrollTaxesGrp/ProgramServicesAmt01979
IRS990/PayrollTaxesGrp/TotalAmt04397
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt057012
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt057012
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01250
IRS990/PrincipalOfficerNm0RICHARD O MCBRYDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0RACE FOR EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1VENDOR SHOWCASE
IRS990/ProgramServiceRevenueGrp/Desc2BANQUET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28600
IRS990/ProgSrvcAccomActy2Grp/Desc0VARIOUS AWARDS GIVEN TO STUDENTS AND TEACHERS IN THE SHELBY COUNTY SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033321
IRS990/ProgSrvcAccomActy3Grp/Desc0RACE FOR EDUCATION PROCEEDS THAT WERE DISTRIBUTED TO EACH SCHOOL IN THE SHELBY COUNTY SCHOOL DISTRICT FOR PRIMARILY ARTS, MUSIC. P.E, AND OTHER SPECIAL PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026522
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030970
IRS990/ProgSrvcAccomActyOtherGrp/Desc0"AN EVENING OF EXCELLENCE" BANQUET, CELEBRATES THE ACHIEVEMENTS OF SHELBY COUNTY SCHOOLS, AND VENDOR SHOWCASE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt018204
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt025000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01449834
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05862
IRS990/PYOtherExpensesAmt02274821
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt044193
IRS990/PYRevenuesLessExpensesAmt0-840476
IRS990/PYSalariesCompEmpBnftPaidAmt065544
IRS990/PYTotalExpensesAmt02340365
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01499889
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010505
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106150
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02419844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01449834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0954530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0109706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04989612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013979
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0310249
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39880
IRS990ScheduleA/PublicSupportPY170Pct00.41880
IRS990ScheduleA/PublicSupportTotal170Amt01995352
IRS990ScheduleA/SubstantialContributorsTotAmt02994260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02419844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01449834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0954530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0109706
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04989612
IRS990ScheduleA/TotalSupportAmt05003591
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/ExpensesNotReportedAmt012000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02449559
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02460064
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT OF THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02449559
IRS990ScheduleD/TotalRevenuePerForm990Amt02460064
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02460064
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02461559
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN PREPARER PROVIDED A COPY OF THE FINAL VERSION OF FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SHELBY COUNTY SCHOOLS EDUCATION FOUNDATION HAS MADE AVAILABLE FOR PUBLIC INSPECTION ALL REQUIRED DOCUMENTS AND WILL PROVIDE THE INFORMATION FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING FEES : PROGRAM SERVICE EXPENSES 2,325,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,325,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR THE GOVERNING BOARD OVERSEEING THE ANNUAL AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, SECTION G, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,029
Liabilities
$12,449
Net assets
$173,580
Revenue
$2,460,064
Expenses
$2,449,559
Net income
$10,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.01$0.06$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.04$0.08$0.14$1.64$1.50
2018Summary only. Only limited summary data is available for this year.$2.31$0.73$1.58$3.07$3.09$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.18$1.60$3.10$3.02$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.74$1.51$3.07$3.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.01$1.55$3.67$3.77$0.10
2014Summary only. Only limited summary data is available for this year.$0.15$0.01$0.14$1.61$1.63$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.17$2.46$2.45$0.01
2012Summary only. Only limited summary data is available for this year.$0.19$0.02$0.18$1.50$2.34$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.02$1.03$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.12$0.21$0.09