Civic Intelligence

South Baldwin Education Foundation

EIN 63-0983840 • 501(c)3 • Foley, AL

Profile

The south baldwin education foundation, inc, facilitates the award of education scholarships to graduates of foley high school, robertsdale high school, snook christian academy, and gulf shores high school.

8343 Bay View DriveFoley, AL 36535

www.sbef.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-58%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

44th percentile

-5.6%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$296,896

Down $186,659 (-39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$296,896

Down $186,659 (-39%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Up

$223,944

Up $16,842 (+8.1%) from 2023

Expenses

Up

$410,603

Up $83,678 (+26%) from 2023

Net Income

Down

-$186,659

Down $66,836 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $635,824Liabilities 2011: $0Net Assets 2011: $635,8242011Assets 2012: $629,721Liabilities 2012: $0Net Assets 2012: $629,7212012Assets 2013: $414,705Liabilities 2013: $0Net Assets 2013: $414,7052013Assets 2014: $479,589Liabilities 2014: $0Net Assets 2014: $479,5892014Assets 2015: $450,547Liabilities 2015: $0Net Assets 2015: $450,5472015Assets 2016: $689,852Liabilities 2016: $0Net Assets 2016: $689,8522016Assets 2017: $654,836Liabilities 2017: $0Net Assets 2017: $654,8362017Assets 2018: $619,779Liabilities 2018: $0Net Assets 2018: $619,7792018Assets 2019: $606,487Liabilities 2019: $0Net Assets 2019: $606,4872019Assets 2020: $383,988Liabilities 2020: $0Net Assets 2020: $383,9882020Assets 2021: $620,964Liabilities 2021: $0Net Assets 2021: $620,9642021Assets 2022: $603,378Liabilities 2022: $0Net Assets 2022: $603,3782022Assets 2023: $483,555Liabilities 2023: $0Net Assets 2023: $483,5552023Assets 2024: $296,896Liabilities 2024: $0Net Assets 2024: $296,8962024

Highlighted filing

2024

Assets$296,896
Liabilities$0
Net Assets$296,896
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2011: $325,2012011Expenses 2012: $229,3452012Revenue 2013: $81,690Expenses 2013: $296,706Net Income 2013: -$215,0162013Revenue 2014: $232,631Expenses 2014: $167,747Net Income 2014: $64,8842014Revenue 2015: $478,607Expenses 2015: $507,649Net Income 2015: -$29,0422015Revenue 2016: $255,823Expenses 2016: $16,518Net Income 2016: $239,3052016Revenue 2017: $256,381Expenses 2017: $291,397Net Income 2017: -$35,0162017Revenue 2018: $232,876Expenses 2018: $267,933Net Income 2018: -$35,0572018Revenue 2019: $286,141Expenses 2019: $299,433Net Income 2019: -$13,2922019Revenue 2020: $246,192Expenses 2020: $468,691Net Income 2020: -$222,4992020Revenue 2021: $297,287Expenses 2021: $58,795Net Income 2021: $238,4922021Revenue 2022: $302,814Expenses 2022: $320,400Net Income 2022: -$17,5862022Revenue 2023: $207,102Expenses 2023: $326,925Net Income 2023: -$119,8232023Revenue 2024: $223,944Expenses 2024: $410,603Net Income 2024: -$186,6592024

Highlighted filing

2024

Revenue$223,944
Expenses$410,603
Net Income-$186,659
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,896
Liabilities
$0
Net assets
$296,896
Revenue
$223,944
Expenses
$410,603
Net income
-$186,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.24$4.11$1.87
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$2.07$3.27$1.20
2022Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$3.03$3.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$2.97$0.59$2.38
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$2.46$4.69$2.22
2019Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$2.86$2.99$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$2.33$2.68$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$2.56$2.91$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$2.56$0.17$2.39
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$4.79$5.08$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$2.33$1.68$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$0.82$2.97$2.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.00$6.30$2.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.00$6.36$3.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$223,944
Mission and Program Overview

Mission

The south baldwin education foundation, inc., is an internal revenue code defined and qualified section 501(c)(3) organization facilitating the award of education scholarships to graduates of foley high school, robertsdale high school, snook christian academy, and gulf shores high school in south baldwin county, alabama.

The south baldwin education foundation, inc, facilitates the award of education scholarships to graduates of foley high school, robertsdale high school, snook christian academy, gulf shores high school, elberta high school and orange beach high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$483,555--
Savings and Temporary Cash Investments-$296,896-
Rtn Earn Endowment Incm Other Fnds$483,555$296,896▼ $186,659
Total Assets$483,555$296,896▼ $186,659
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$483,555$296,896▼ $186,659
Total Liabilities and Net Assets / Fund Balance$483,555$296,896▼ $186,659
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Terry BurklePresident
Russ MooreVice President
Alicia EarlyDirector
Angela ByrnesDirector
Angie HallDirector
Cindy LongDirector
Jamie JonesDirector
Jeremy BorchardtDirector
Joyce WoodburnDirector
Lesli FasonDirector
Oswalt LipscombDirector
Sam DriverDirector
Jason KozonSecretary
Katelyn ThigpenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$213,225
Program Service Revenue
$0
Investment Income
$10,719
Other Revenue
$0
All Other Contributions
$213,225
Change in Net Assets
$-186,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$394,653
Other Expenses$15,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$394,653--$394,653
Fees for Services Management-$9,000-$9,000
Other Expenses-$4,500-$4,500
Fees for Services Accounting-$1,785-$1,785
Information Technology-$665-$665
Total Functional Expenses$394,653$15,950$0$410,603
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
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

Governance Explanations

Member election for additional members Part VI line 7A

“An election committee is appointed by the directors of the foundation. The right conferred on committee members is the right to elect directors of the foundation.”

Form 990 governing body review Part VI line 11

“The president and treasurer review form 990 prior to filing. The 990 is presented to the entire board at the annual board meeting each september.”

Conflict of interest policy compliance Part VI line 12C

“The written conflict of interest policy and disclosure form is provided to all officers and directors at annual board meeting.”

Governing documents etc available to public Part VI line 19

“The organizations bylaws and conflict of interest policy are available to the public upon the request of the staff. The organization does not have financial statements other than the form 990.”

Filing and Contact Details

Filer

Filer Name
South Baldwin Education Foundation
EIN
63-0983840
Address
8343 BAY VIEW DRIVE, FOLEY, AL 36535

Signing Officer

Name
Terry Burkle
Title
President
Phone
2519426695
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Burkle
Formed
1987
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Giles Underwood and Wilson LLC
Address
310 STATE HWY 59 N, Summerdale, AL 36580
Preparer
Norma Wilson Giles CPA
Phone
2519896412
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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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IRS990/OtherExpensesGrp/Desc0SUBSCRIPTION
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IRS990/OtherExpensesGrp/TotalAmt04500
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PYOtherExpensesAmt015674
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IRS990/PYTotalExpensesAmt0326925
IRS990/PYTotalRevenueAmt0207102
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IRS990/ReconcilationRevenueExpnssAmt0-186659
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt0213225
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0296896
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0296896
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0304961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0297125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244884
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01308
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IRS990ScheduleA/TotalSupportAmt01246272
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0APPROX 133 SCHOLARSHIPS PROVIDED TO STUDENTS AT 22 SCHOOLS IN THE US
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTION COMMITTEE IS APPOINTED BY THE DIRECTORS OF THE FOUNDATION. THE RIGHT CONFERRED ON COMMITTEE MEMBERS IS THE RIGHT TO ELECT DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND TREASURER REVIEW FORM 990 PRIOR TO FILING. THE 990 IS PRESENTED TO THE ENTIRE BOARD AT THE ANNUAL BOARD MEETING EACH SEPTEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS PROVIDED TO ALL OFFICERS AND DIRECTORS AT ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON THE REQUEST OF THE STAFF. THE ORGANIZATION DOES NOT HAVE FINANCIAL STATEMENTS OTHER THAN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0394653
IRS990/TotalFunctionalExpensesGrp/TotalAmt0410603
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010719
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223944
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1600
IRS990/USAddress/CityNm0FOLEY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036535
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SBEF.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BURKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02519426695
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BALDWIN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0630983840
ReturnHeader/Filer/USAddress/AddressLine1Txt08343 BAY VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036535
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814800140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILES UNDERWOOD AND WILSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 STATE HWY 59 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036580
ReturnHeader/PreparerPersonGrp/PhoneNum02519896412
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMA WILSON GILES CPA
ReturnHeader/ReturnTs02024-11-14T12:44:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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