Civic Intelligence

South Baldwin Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 63-0983840

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 14, 2020

Organization ProfileWWW.SBEF.NET
8343 Bay View DriveFoley, AL 36535

(251) 942-6695

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-90%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Flat

$383,988

Flat from 2020

Net Assets

Flat

$383,988

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin8th percentile

Revenue

Flat

$246,192

Flat from 2020

Expenses

Flat

$468,691

Flat from 2020

Net Income

Flat

-$222,499

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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 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

2020

Assets$383,988
Liabilities$0
Net Assets$383,988
Open 2020 Filing

Operations Trend

Revenue Growth50th 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 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

2020

Revenue$246,192
Expenses$468,691
Net Income-$222,499
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 14, 2020
Return Version
2019v5.1
Gross Receipts
$246,192
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, and gulf shores high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$606,487$383,988▼ $222,499
Rtn Earn Endowment Incm Other Fnds$606,487$383,988▼ $222,499
Total Assets$606,487$383,988▼ $222,499
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$606,487$383,988▼ $222,499
Total Liabilities and Net Assets / Fund Balance$606,487$383,988▼ $222,499
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Terry BurklePresident
Russ MooreVice President
Alicia EarlyDirector
Joyce WoodburnDirector
Lesli FasonDirector
Oswalt LipscombDirector
Jason KozonSecretary
Sue SteigerwaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,884
Program Service Revenue
$0
Investment Income
$1,308
Other Revenue
$0
All Other Contributions
$244,884
Change in Net Assets
$-222,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$457,352
Other Expenses$11,339
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$457,352--$457,352
Fees for Services Accounting-$1,750-$1,750
Office Expenses-$361-$361
Other Expenses-$209-$209
Total Functional Expenses$457,352$11,339$0$468,691
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. 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
2020-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Giles Underwood and Wilson LLC
Address
310 STATE HWY 59 N, Summerdale, AL 36580
Preparer
Katelyn Thigpen 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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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. 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.
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILES UNDERWOOD AND WILSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 STATE HWY 59 N
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ReturnHeader/ReturnTs02020-10-13T21:36:20-04:00
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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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,988
Liabilities
$0
Net assets
$383,988
Revenue
$246,192
Expenses
$468,691
Net income
-$222,499
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
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