Civic Intelligence

Indian Springs School

990 • Fiscal year 2019 • EIN 63-1000137

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

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.06x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$382,193

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$14,882,627

Down $539,479 (-3.5%) from 2018

Net Assets

Down

$14,793,454

Down $570,120 (-3.7%) from 2018

Liabilities

Up

$89,173

Up $30,641 (+52%) from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin98th percentile

Revenue

Down

$1,410,257

Down $581,841 (-29%) from 2018

Expenses

Up

$117,177

Up $169,092 (+326%) from 2018

Net Income

Down

$1,293,080

Down $750,933 (-37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$14,882,627
Liabilities$89,173
Net Assets$14,793,454
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$1,410,257
Expenses$117,177
Net Income$1,293,080
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$23,599,296
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$12,801,227$13,842,745▲ $1,041,518
Savings and Temporary Cash Investments$857,456$591,767▼ $265,689
Pledges and Grants Receivable$1,692,058$375,409▼ $1,316,649
Total Assets$15,422,106$14,882,627▼ $539,479
Other Assets Total$71,365$72,706▲ $1,341
Liabilities
Other Liabilities$58,532$89,173▲ $30,641
Total Liabilities$58,532$89,173▲ $30,641
Net Assets / Fund Balance
Unrestricted Net Assets$7,966,459$7,342,438▼ $624,021
Permanently Rstr Net Assets$6,522,409$6,556,183▲ $33,774
Temporarily Rstr Net Assets$874,706$894,833▲ $20,127
Total Net Assets Fund Balance$15,363,574$14,793,454▼ $570,120
Total Liabilities and Net Assets / Fund Balance$15,422,106$14,882,627▼ $539,479

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,978,599$994,300▲ $690,733$658,710$14,004,922
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
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Janae PetersDean of StudentsFT$116,527$116,527
Peggy FleetwoodSecretaryFT$62,134$62,134

Board Members and Trustees

NameTitle
Alan EngelChair, Board of Directors
Sharon HowellFormer Head of School, President
Donald NorthInterim Head of School, President
Braxton GoodrichBoard of Directors
Catherine McleanBoard of Directors
Clara K ChungBoard of Directors
Eli H Phillips JrBoard of Directors
Ellen McelroyBoard of Directors
Hanson SlaughterBoard of Directors
James H LewisBoard of Directors
Janet Perry BookBoard of Directors
Jerolyn FerrariBoard of Directors
John G SimmonsBoard of Directors
Joseph M Farley JrBoard of Directors
Kyung HanBoard of Directors
Leo Kayser IiiBoard of Directors
Lia RushtonBoard of Directors
Myla CalhounBoard of Directors
R Scott PulliamBoard of Directors
Randall MinorBoard of Directors
W Ben HuntBoard of Directors
Tanya YeagerDirector of Finance, Assis
Robert AlandTreasurer Board of Directo
Revenue and Support

Revenue Composition

Contributions and Grants
$787,226
Program Service Revenue
$0
Investment Income
$623,031
Other Revenue
$0
All Other Contributions
$787,226
Change in Net Assets
$1,293,080

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded13$31,535
Total Noncash Contributions13$31,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$47,584-$47,584
Other Expenses-$8,734-$8,734
Total Functional Expenses$0$117,177$0$117,177
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$89,173
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
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald North
Formed
1988
Legal Domicile
Al
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

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. -1,934,068. Rounding 5.”

FORM 990, PART XI, LINE 2C:

“No changes from prior year.”

Financial Statement Notes

PART V, LINE 4:

“To support alabama educational foundation”

Raw XML AppendixShowing 400 of 599 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT ALABAMA EDUCATIONAL FOUNDATION
IRS990/AllOtherContributionsAmt0787226
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0INDIAN SPRINGS SCHOOL
IRS990/BooksInCareOfDetail/PhoneNum02059883350
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 WOODWARD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIAN SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035124
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0787226
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0623031
IRS990/CYOtherExpensesAmt0117177
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01293080
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0117177
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01410257
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SERVE AS A SUPPORT ORGANIZATION FOR ALABAMA EDUCATIONAL FOUNDATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt047584
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt047584
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2011740
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2160517
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2279418
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2313637
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE MCLEAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CLARA K CHUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3ELI H PHILLIPS JR
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLEN MCELROY
IRS990/Form990PartVIISectionAGrp/PersonNm5JEROLYN FERRARI
IRS990/Form990PartVIISectionAGrp/PersonNm6BRAXTON GOODRICH
IRS990/Form990PartVIISectionAGrp/PersonNm7HANSON SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm8JANET PERRY BOOK
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN G SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH M FARLEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm11KYUNG HAN
IRS990/Form990PartVIISectionAGrp/PersonNm12LEO KAYSER III
IRS990/Form990PartVIISectionAGrp/PersonNm13MYLA CALHOUN
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT ALAND
IRS990/Form990PartVIISectionAGrp/PersonNm15W BEN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm16LIA RUSHTON
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES H LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm18RANDALL MINOR
IRS990/Form990PartVIISectionAGrp/PersonNm19R SCOTT PULLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm20PEGGY FLEETWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm21TANYA YEAGER
IRS990/Form990PartVIISectionAGrp/PersonNm22SHARON HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm23JANAE PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm24DONALD NORTH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2050394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21136861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22302775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23102890
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
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/TitleTxt14TREASURER BOARD OF DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF FINANCE, ASSIS
IRS990/Form990PartVIISectionAGrp/TitleTxt22FORMER HEAD OF SCHOOL, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DEAN OF STUDENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt24INTERIM HEAD OF SCHOOL, PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0244252
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022433291
IRS990/GrossReceiptsAmt023599296
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0378779
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0378779
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012801227
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013842745
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022189039
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/NetAssetsOrFundBalancesBOYAmt015363574
IRS990/NetAssetsOrFundBalancesEOYAmt014793454
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0244252
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0244252
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt070863
IRS990/NoncashContributionsAmt031535
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt071365
IRS990/OtherAssetsTotalGrp/EOYAmt072706
IRS990/OtherChangesInNetAssetsAmt0-1934063
IRS990/OtherExpensesGrp/Desc0BAD DEBTS (RECOVERIES)
IRS990/OtherExpensesGrp/Desc1ACCOUNT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060859
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18734
IRS990/OtherExpensesGrp/TotalAmt060859
IRS990/OtherExpensesGrp/TotalAmt18734
IRS990/OtherLiabilitiesGrp/BOYAmt058532
IRS990/OtherLiabilitiesGrp/EOYAmt089173
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06522409
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06556183
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01692058
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0375409
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD NORTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01703716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0288382
IRS990/PYOtherExpensesAmt0-51915
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02044013
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0-51915
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01992098
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01293080
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0623031
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0857456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0591767
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/SupportAmt01934068
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01934068
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.47000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012978599
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0994300
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014004922
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0690733
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0658710
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012893746
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0152055
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012978599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0455397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0522599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010317701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02153021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012893746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0826752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0403728
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010342927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0460470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010317701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0616756
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010805037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt066598
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010342927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093298
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0622006
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt089173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT ALABAMA EDUCATIONAL FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,882,627
Liabilities
$89,173
Net assets
$14,793,454
Revenue
$1,410,257
Expenses
$117,177
Net income
$1,293,080
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