Civic Intelligence

West Jefferson Technical Education Endowment & Trust Inc

990EZ • Fiscal year 2019 • EIN 63-0913148

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 05, 2019

P O Box 634Bessemer, AL 35021

(205) 915-2962

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

1st percentile

-65124%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$165,068

Down $67,078 (-29%) from 2018

Net Assets

Down

$165,068

Down $67,078 (-29%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$103

Up $17 (+20%) from 2018

Expenses

Up

$67,181

Up $63,221 (+1596%) from 2018

Net Income

Down

-$67,078

Down $63,204 (-1631%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $307,066Net Assets 2011: $307,0662011Assets 2012: $303,494Liabilities 2012: $02012Assets 2013: $279,754Net Assets 2013: $279,7542013Assets 2014: $275,701Net Assets 2014: $275,7012014Assets 2015: $271,593Net Assets 2015: $271,5932015Assets 2016: $267,294Net Assets 2016: $267,2942016Assets 2017: $236,020Net Assets 2017: $236,0202017Assets 2018: $232,146Net Assets 2018: $232,1462018Assets 2019: $165,068Net Assets 2019: $165,0682019Assets 2020: $16,601Net Assets 2020: $16,6012020Assets 2021: $16,609Liabilities 2021: $02021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$165,068
Liabilities-
Net Assets$165,068

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $2,042Expenses 2011: $30,507Net Income 2011: -$28,4652011Revenue 2012: $238Expenses 2012: $3,810Net Income 2012: -$3,5722012Revenue 2013: $174Expenses 2013: $23,914Net Income 2013: -$23,7402013Revenue 2014: $129Expenses 2014: $4,182Net Income 2014: -$4,0532014Revenue 2015: $592Expenses 2015: $4,700Net Income 2015: -$4,1082015Revenue 2016: $121Expenses 2016: $4,420Net Income 2016: -$4,2992016Revenue 2017: $96Expenses 2017: $31,370Net Income 2017: -$31,2742017Revenue 2018: $86Expenses 2018: $3,960Net Income 2018: -$3,8742018Revenue 2019: $103Expenses 2019: $67,181Net Income 2019: -$67,0782019Revenue 2020: $33Expenses 2020: $148,500Net Income 2020: -$148,4672020Revenue 2021: $8Expenses 2021: $0Net Income 2021: $82021Revenue 2022: $7Expenses 2022: $16,616Net Income 2022: -$16,6092022

Highlighted filing

2019

Revenue$103
Expenses$67,181
Net Income-$67,078
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 5, 2019
Return Version
2018v3.1
Gross Receipts
$103
Mission and Program Overview

Mission

Endowment for lawson state community college

Program Services

DescriptionGrantsExpenses
RECEIVE AND MAINTAIN REAL AND/OR PERSONAL PROPERTY WHICH PROMOTES, ENCOURAGES, ASSISTS, STRENGTHENS, ADVANCES AND IMPROVES THE PROGRESS AND QUALITY OF TECHNICAL EDUCATION, AND TO DEVELOP AND PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO BENEFIT STUDENTS IN TECHNICAL EDUCATION IN WESTERN JEFFERSON COUNTY, ALABAMA.-$65,106
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM FERGUSONTreasurer-$0--
MIKE OAKLEYPresident-$0--
MERT BYRAMTreasurerPT$0--
AL CRAIGVice Preside-$0--
MARK BRIABoard Member-$0--
JON COOKBoard Member-$0--
DIANE GREGGBoard Member-$0--
JAMES PATTONBoard Member-$0--
VAN SYKESBoard Member-$0--
MICHAEL TALERICOSecretary-$0--
JAMES TUCKERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
West Jefferson Technical Education
EIN
63-0913148
Address
P O BOX 634, BESSEMER, AL 35021

Signing Officer

Name
Mert Byram
Title
Treasurer
Phone
2054286391
Signed
2019-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Russell & Company LLC
Address
1713 3RD AVENUE NORTH, BESSEMER, AL 35020
Preparer
William W Russell CPA
Phone
2054289064
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 67 conferences/meetings 445 insurance 1,053 awards 63,000 taxes & licenses 2,106 dues 60 total 66,731

Form 990-ez, Part III, Line 28

Receive and maintain real and/or personal property which promotes, encourages, assists, strengthens, advances and improves the progress and quality of technical education, and to develop and provide educational programs and services to benefit students in technical education in western jefferson county, alabama.

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MERT BYRAM
IRS990EZ/BooksInCareOfDetail/PhoneNum02059152962
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07025 LAKESIDE FARMS CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCCALLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016568
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-67078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0232146
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165068
IRS990EZ/GrossReceiptsAmt0103
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0103
IRS990EZ/LandAndBuildingsGrp/BOYAmt0148500
IRS990EZ/LandAndBuildingsGrp/EOYAmt0148500
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0232146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0232146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165068
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE OAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MERT BYRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AL CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK BRIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANE GREGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES PATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VAN SYKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL TALERICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAMES TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENDOWMENT FOR LAWSON STATE COMMUNITY COLLEGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RECEIVE AND MAINTAIN REAL AND/OR PERSONAL PROPERTY WHICH PROMOTES, ENCOURAGES, ASSISTS, STRENGTHENS, ADVANCES AND IMPROVES THE PROGRESS AND QUALITY OF TECHNICAL EDUCATION, AND TO DEVELOP AND PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO BENEFIT STUDENTS IN TECHNICAL EDUCATION IN WESTERN JEFFERSON COUNTY, ALABAMA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065106
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067181
IRS990EZ/TotalProgramServiceExpensesAmt065106
IRS990EZ/TotalRevenueAmt0103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt096
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0532
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0532
IRS990ScheduleA/InvestmentIncomeCYPct00.53000
IRS990ScheduleA/InvestmentIncomePYPct00.54000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.46690
IRS990ScheduleA/PublicSupportPY509Pct00.45510
IRS990ScheduleA/PublicSupportTotal509Amt0466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/Total509Grp/TotalAmt0466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0592
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 67 CONFERENCES/MEETINGS 445 INSURANCE 1,053 AWARDS 63,000 TAXES & LICENSES 2,106 DUES 60 TOTAL 66,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVE AND MAINTAIN REAL AND/OR PERSONAL PROPERTY WHICH PROMOTES, ENCOURAGES, ASSISTS, STRENGTHENS, ADVANCES AND IMPROVES THE PROGRESS AND QUALITY OF TECHNICAL EDUCATION, AND TO DEVELOP AND PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO BENEFIT STUDENTS IN TECHNICAL EDUCATION IN WESTERN JEFFERSON COUNTY, ALABAMA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERT BYRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02054286391
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST JEFFERSON TECHNICAL EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT & TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0630913148
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 634
ReturnHeader/Filer/USAddress/CityNm0BESSEMER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A11A9AE8C542AD7065BCF79FB62650C2982882F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A11A9AE8C542AD7065BCF79FB62650C2982882F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.207.182.212
ReturnHeader/FilingSecurityInformation/IPDt02019-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:08:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205087987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01713 3RD AVENUE NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BESSEMER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035020
ReturnHeader/PreparerPersonGrp/PhoneNum02054289064
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM W RUSSELL CPA
ReturnHeader/ReturnTs02019-09-09T08:08:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings