Civic Intelligence

South Baldwin Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 63-0983840

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

Organization ProfileWWW.SBEF.NET
2476 Cedarwood DriveFoley, AL 36535

(251) 943-3770

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

26th percentile

-5.4%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-9.2%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$619,779

Down $35,057 (-5.4%) from 2017

Net Assets

Down

$619,779

Down $35,057 (-5.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin16th percentile

Revenue

Down

$232,876

Down $23,505 (-9.2%) from 2017

Expenses

Down

$267,933

Down $23,464 (-8.1%) from 2017

Net Income

Down

-$35,057

Down $41 (-0.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2018

Assets$619,779
Liabilities$0
Net Assets$619,779
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$232,876
Expenses$267,933
Net Income-$35,057
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.3
Gross Receipts
$232,876
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.

Provide scholarships to students living in the south baldwin county area

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$654,836$619,779▼ $35,057
Rtn Earn Endowment Incm Other Fnds$654,836$619,779▼ $35,057
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$654,836$619,779▼ $35,057
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$654,836$619,779▼ $35,057
Total Liabilities and Net Assets / Fund Balance$654,836$619,779▼ $35,057
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Terry BurklePresident
Russ MooreVice-president
Alicia DaughertyDirector
Cian HarrisonDirector
Jason KozonDirector
Norman MooreDirector
Oswalt LipscombDirector
Sue SteigerwaldDirector
Sandy RussellSecretary
Clark StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,333
Program Service Revenue
$0
Investment Income
$2,543
Other Revenue
$0
All Other Contributions
$230,258
Change in Net Assets
$-35,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,128
Other Expenses$13,805
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$254,128--$254,128
Office Expenses-$6,155-$6,155
Other Expenses-$150-$150
Total Functional Expenses$254,128$13,805$0$267,933
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 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 A, Line 7A

“Members of the governing body must be elected by a majority vote of the election committee. The election committee is appointed by the directors of the foundation. Membership may not be transferred or assigned and may be terminated in accordance with the by-laws of the corporation.”

Form 990, Part VI, Section A, 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, Part VI, Section B, Line 11B

“The president of the foundation reviews form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“The organization's 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
Phone
2519433770
Address
2476 CEDARWOOD DRIVE, FOLEY, AL 36535

Signing Officer

Name
Terry Burkle
Title
President
Phone
2519426695
Signed
2019-05-03
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
Warren Averett LLC
Address
PO DRAWER 1210, FOLEY, AL 36536-1210
Preparer
Kevin Leeser
Phone
2519438571
Raw XML Appendix358 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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IRS990/Desc0THE SOUTH BALDWIN EDUCATION FOUNDATION PROVIDED APPROXIMATELY 151 SCHOLARSHIPS RANGING IN AMOUNTS FROM $300 TO $5,000 TO GRADUATES OF FOLEY, GULF SHORES, AND ROBERTSDALE PUBLIC SCHOOLS AND SNOOK CHRISTIAN ACADEMY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOUTH BALDWIN EDUCATION FOUNDATION HAS RECEIVED IN EXCESS OF 10% FROM THE PUBLIC PER SCHEDULE A PUBLIC SUPPORT TEST FOR THE LAST 6 YEARS AND PRIOR. THE FOUNDATION RECEIVES ITS SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS AND CONTINUOUSLY RECEIVES NEW SUPPORT FROM THE PUBLIC. INITIAL YEAR CONTRIBUTIONS WERE NOT RECEIVED FROM LARGE CONTRIBUTORS, SINGLE FAMILIES, OR PERSON RELATED TO THE ORGANIZATION. ALL YEARS PRIOR TO SNOOK FOUNDATION AND SOUTH BALDWIN REGIONAL MEDICAL CENTER FOUNDATION CONTRIBUTIONS MET THE 1/3 TEST. THE FOUNDATION HAS A GOVERNING BODY CONSISTING OF THE FOLLOWING INDIVIDUALS THAT REPRESENT THE COMMUNITY IN WHICH IT OPERATES: NORMAN MOORE, CLARK STEWART, PUD NELSON, AND SANDY RUSSELL. THE PROGRAMS OF THE FOUNDATION ARE PROMOTED TO THE SOUTH BALDWIN COUNTY HIGH SCHOOL STUDENTS VIA SCHOOL TEACHERS AND GUIDANCE COUNSELORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE GOVERNING BODY MUST BE ELECTED BY A MAJORITY VOTE OF THE ELECTION COMMITTEE. THE ELECTION COMMITTEE IS APPOINTED BY THE DIRECTORS OF THE FOUNDATION. MEMBERSHIP MAY NOT BE TRANSFERRED OR ASSIGNED AND MAY BE TERMINATED IN ACCORDANCE WITH THE BY-LAWS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN 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/ExplanationTxt2THE PRESIDENT OF THE FOUNDATION REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS PROVIDED TO ALL OFFICERS AND DIRECTORS AT ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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ReturnHeader/ReturnTs02019-05-14T07:36:37-05:00
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ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,779
Liabilities
$0
Net assets
$619,779
Revenue
$232,876
Expenses
$267,933
Net income
-$35,057
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