Civic Intelligence

Indian Springs School

990 • Fiscal year 2018 • EIN 63-1000137

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 05, 2018

Organization ProfileWWW.INDIANSPRINGS.ORG
190 Woodward DriveIndian Springs, AL 35124

(205) 988-3350

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

100th percentile

103%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$306,660

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$15,422,106

Down $402,425 (-2.5%) from 2017

Net Assets

Down

$15,363,574

Down $388,779 (-2.5%) from 2017

Liabilities

Down

$58,532

Down $13,646 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin100th percentile

Revenue

Up

$1,992,098

Up $810,589 (+69%) from 2017

Expenses

Down

-$51,915

Down $3,733 (-7.7%) from 2017

Net Income

Up

$2,044,013

Up $814,322 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2012: $9,794,036Liabilities 2012: $0Net Assets 2012: $9,794,0362012Assets 2013: $21,274,999Liabilities 2013: $187,231Net Assets 2013: $21,087,7682013Assets 2014: $18,469,547Liabilities 2014: $83,384Net Assets 2014: $18,386,1632014Assets 2015: $17,122,044Liabilities 2015: $94,072Net Assets 2015: $17,027,9722015Assets 2016: $16,364,592Liabilities 2016: $7,735Net Assets 2016: $16,356,8572016Assets 2017: $15,824,531Liabilities 2017: $72,178Net Assets 2017: $15,752,3532017Assets 2018: $15,422,106Liabilities 2018: $58,532Net Assets 2018: $15,363,5742018Assets 2019: $14,882,627Liabilities 2019: $89,173Net Assets 2019: $14,793,4542019Assets 2020: $13,693,650Liabilities 2020: $178,275Net Assets 2020: $13,515,3752020Assets 2021: $22,230,859Liabilities 2021: $195,047Net Assets 2021: $22,035,8122021Assets 2022: $14,971,084Liabilities 2022: $203,221Net Assets 2022: $14,767,8632022Assets 2023: $16,302,259Liabilities 2023: $105,597Net Assets 2023: $16,196,6622023Assets 2024: $16,860,718Liabilities 2024: $67,519Net Assets 2024: $16,793,1992024Assets 2025: $20,344,267Liabilities 2025: $30,443Net Assets 2025: $20,313,8242025

Highlighted filing

2018

Assets$15,422,106
Liabilities$58,532
Net Assets$15,363,574
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,214,205Expenses 2012: $23,580Net Income 2012: $1,190,6252012Revenue 2013: $12,079,285Expenses 2013: $28,886Net Income 2013: $12,050,3992013Revenue 2014: $3,465,021Expenses 2014: $28,010Net Income 2014: $3,437,0112014Revenue 2015: $5,129,635Expenses 2015: $29,550Net Income 2015: $5,100,0852015Revenue 2016: $2,564,198Expenses 2016: $27,959Net Income 2016: $2,536,2392016Revenue 2017: $1,181,509Expenses 2017: -$48,182Net Income 2017: $1,229,6912017Revenue 2018: $1,992,098Expenses 2018: -$51,915Net Income 2018: $2,044,0132018Revenue 2019: $1,410,257Expenses 2019: $117,177Net Income 2019: $1,293,0802019Revenue 2020: $1,297,933Expenses 2020: $122,372Net Income 2020: $1,175,5612020Revenue 2021: $7,872,298Expenses 2021: $349,879Net Income 2021: $7,522,4192021Revenue 2022: $3,348,616Expenses 2022: $132,739Net Income 2022: $3,215,8772022Revenue 2023: $2,053,487Expenses 2023: $76,940Net Income 2023: $1,976,5472023Revenue 2024: $1,400,889Expenses 2024: $81,529Net Income 2024: $1,319,3602024Revenue 2025: $3,905,476Expenses 2025: $110,051Net Income 2025: $3,795,4252025

Highlighted filing

2018

Revenue$1,992,098
Expenses-$51,915
Net Income$2,044,013
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 5, 2018
Return Version
2017v2.2
Gross Receipts
$5,975,185
Mission and Program Overview

Mission

To serve as a support organization for alabama educational foundation.

Support alabama educational foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,703,383$12,801,227▲ $97,844
Pledges and Grants Receivable$1,818,243$1,692,058▼ $126,185
Savings and Temporary Cash Investments$1,232,626$857,456▼ $375,170
Total Assets$15,824,531$15,422,106▼ $402,425
Other Assets Total$70,279$71,365▲ $1,086
Liabilities
Other Liabilities$72,178$58,532▼ $13,646
Total Liabilities$72,178$58,532▼ $13,646
Net Assets / Fund Balance
Unrestricted Net Assets$8,412,708$7,966,459▼ $446,249
Permanently Rstr Net Assets$6,370,354$6,522,409▲ $152,055
Temporarily Rstr Net Assets$969,291$874,706▼ $94,585
Total Net Assets Fund Balance$15,752,353$15,363,574▼ $388,779
Total Liabilities and Net Assets / Fund Balance$15,824,531$15,422,106▼ $402,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,893,746$152,055▲ $455,397$522,599$12,978,599
2017$10,317,701$2,153,021▲ $826,752$403,728$12,893,746
2016$10,342,927$460,470▲ $131,060$616,756$10,317,701
2015$10,805,037$66,598▲ $93,298$622,006$10,342,927
2014$10,281,206$86,917▲ $1,007,297$570,383$10,805,037
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Tanya YeagerDirector of Finance, Assistant SecretaryFT$169,674$169,674
Peggy FleetwoodSecretaryFT$56,618$56,618

Board Members and Trustees

NameTitle
Alan EngelChair, Board of Directors
Sharon HowellHead of School, President
Annie DamskyBoard of Directors
Catherine McleanBoard of Directors
Clara K ChungBoard of Directors
Eli H Phillips JrBoard of Directors
Elise FrohsinBoard of Directors
Ellen McelroyBoard of Directors
Emma EmbryBoard of Directors
Fergus TuohyBoard of Directors
Gail AndrewsBoard of Directors
Hanson SlaughterBoard of Directors
James H LewisBoard of Directors
Janet Perry BookBoard of Directors
John G SimmonsBoard of Directors
Joseph M Farley JrBoard of Directors
Leo Kayser IiiBoard of Directors
Lia RushtonBoard of Directors
Myla CalhounBoard of Directors
R Scott PulliamBoard of Directors
W Ben HuntBoard of Directors
Tanya YeagerDirector of Finance, Assistant Secre
Robert AlandTreasurer Board of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$1,703,716
Program Service Revenue
$0
Investment Income
$288,382
Other Revenue
$0
All Other Contributions
$1,703,716
Change in Net Assets
$2,044,013

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Other Expenses$-51,915

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$26,224-$26,224
Other Expenses-$-79,265-$-79,265
Total Functional Expenses$0$-51,915$0$-51,915
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Alabama Educational Foundation$58,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Upon completion of the 990 by the auditing firm, the 990 is reviewed by the finance and audit committee and is provided to each board member.”

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

“Annually, the board undertakes to determine those persons who are interested persons. The officers and directors of the school, and any other person who, based on all facts and circumstances and to the best of that person's knowledge, is in a position to exercise substantial influence over the affairs of the school, or who has been in such a position within the last five years, are interested persons. Each interested person signs a statement which affirms that such person: 1. Has received a copy of the conflicts of interest policy; 2. Has read the conflicts of interest policy; 3. Understands the conflicts of interest policy; 4. Has agreed to comply with the conflicts of interest policy; and 5. Has previously disclosed any financial interests or possible financial interests in accordance with the policy.”

Form 990, Part VI, Section B, Line 15

“The board reviews and sets compensation for the head of school annually. The head of school sets the salaries of key employees each year using regional and national benchmarking tools available from nais. Her decisions are reviewed by the chairman of the board and the chair of the finance and audit committee.”

Form 990, Part VI, Section C, Line 19

“Materials are available upon request by contacting the organization. Contact information can be found on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Indian Springs School
EIN
63-1000137
Phone
2059883350
Address
190 WOODWARD DRIVE, INDIAN SPRINGS, AL 35124

Signing Officer

Name
Tanya Yeager
Title
Director of Finance
Phone
2059883350
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Howell
Formed
1988
Legal Domicile
Al
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DR 300, BHAM, AL 35209
Preparer
James W Moody CPA
Phone
2058711880
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 24E:

“Bad debt recoveries exceeded 10% of total expenses.”

FORM 990, PART XI, LINE 9:

“Payments to alabama educational foundation (63-0319832) a 501(c)3 organization which indian springs school serves as a support organization. -2,599,013.”

FORM 990, PART XI, LINE 2C:

“No changes from prior year.”

Financial Statement Notes

PART V, LINE 4:

“To support alabama educational foundation”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF FINANCE, ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF SCHOOL, PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-6481
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03976606
IRS990/GrossReceiptsAmt05975185
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0294863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0294863
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012703383
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012801227
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03983087
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AS A SUPPORT ORGANIZATION FOR ALABAMA EDUCATIONAL FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015752353
IRS990/NetAssetsOrFundBalancesEOYAmt015363574
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-6481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6481
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0166221
IRS990/NoncashContributionsAmt0509085
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt070279
IRS990/OtherAssetsTotalGrp/EOYAmt071365
IRS990/OtherChangesInNetAssetsAmt0-2599013
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc2BAD DEBTS (RECOVERIES)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01106
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-79265
IRS990/OtherExpensesGrp/TotalAmt01106
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/OtherExpensesGrp/TotalAmt2-79265
IRS990/OtherLiabilitiesGrp/BOYAmt072178
IRS990/OtherLiabilitiesGrp/EOYAmt058532
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06370354
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06522409
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01818243
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01692058
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHARON HOWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0937834
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0243675
IRS990/PYOtherExpensesAmt0-48182
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01229691
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0-48182
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01181509
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02044013
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0288382
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01232626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0857456
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630319832
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02599013
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02599013
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.44000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012893746
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0152055
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012978599
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0455397
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0522599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010317701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02153021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012893746
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0826752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0403728
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010342927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0460470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010317701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0616756
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010805037
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt066598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010342927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0622006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010281206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt086917
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010805037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01007297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0570383
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt058532

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,422,106
Liabilities
$58,532
Net assets
$15,363,574
Revenue
$1,992,098
Expenses
-$51,915
Net income
$2,044,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$0.03$20.3$3.91$0.11$3.80
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.07$16.8$1.40$0.08$1.32
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.11$16.2$2.05$0.08$1.98
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.20$14.8$3.35$0.13$3.22
2021Detailed filing. Detailed filing data is available for this year.$22.2$0.20$22.0$7.87$0.35$7.52
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.18$13.5$1.30$0.12$1.18
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.09$14.8$1.41$0.12$1.29
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.06$15.4$1.99$0.05$2.04
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.07$15.8$1.18$0.05$1.23
2016Summary only. Only limited summary data is available for this year.$16.4$0.01$16.4$2.56$0.03$2.54
2015Summary only. Only limited summary data is available for this year.$17.1$0.09$17.0$5.13$0.03$5.10
2014Summary only. Only limited summary data is available for this year.$18.5$0.08$18.4$3.47$0.03$3.44
2013Summary only. Only limited summary data is available for this year.$21.3$0.19$21.1$12.1$0.03$12.1
2012Summary only. Only limited summary data is available for this year.$9.79$0.00$9.79$1.21$0.02$1.19