Civic Intelligence

Indian Springs School

990 • Fiscal year 2023 • EIN 63-1000137

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 12, 2023

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.05x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$447,083

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

58th percentile

8.9%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$16,302,259

Up $1,331,175 (+8.9%) from 2022

Net Assets

Up

$16,196,662

Up $1,428,799 (+9.7%) from 2022

Liabilities

Down

$105,597

Down $97,624 (-48%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Down

$2,053,487

Down $1,295,129 (-39%) from 2022

Expenses

Down

$76,940

Down $55,799 (-42%) from 2022

Net Income

Down

$1,976,547

Down $1,239,330 (-39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$16,302,259
Liabilities$105,597
Net Assets$16,196,662
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$2,053,487
Expenses$76,940
Net Income$1,976,547
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$7,567,227
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$12,823,402$12,780,814▼ $42,588
Savings and Temporary Cash Investments$1,190,669$2,638,592▲ $1,447,923
Pledges and Grants Receivable$880,401$804,978▼ $75,423
Total Assets$14,971,084$16,302,259▲ $1,331,175
Other Assets Total$76,612$77,875▲ $1,263
Liabilities
Other Liabilities$203,221$105,597▼ $97,624
Total Liabilities$203,221$105,597▼ $97,624
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,462,690$8,364,918▲ $902,228
Net Assets Without Donor Restrictions$7,305,173$7,831,744▲ $526,571
Total Net Assets Fund Balance$14,767,863$16,196,662▲ $1,428,799
Total Liabilities and Net Assets / Fund Balance$14,971,084$16,302,259▲ $1,331,175

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$13,699,491$677,606▲ $1,029,566$656,254$14,750,409
2021$14,449,900$966,943▼ $1,318,996$398,356$13,699,491
2020$12,777,509$178,859▲ $1,835,157$341,625$14,449,900
2019$14,004,922$58,906▼ $941,365$344,954$12,777,509
2018$12,978,599$994,300▲ $690,733$658,710$14,004,922
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lauren WainrightDirector of Strategy and SFT$122,588$122,588
Peggy FleetwoodSecretaryFT$55,232$55,232

Board Members and Trustees

NameTitle
Elizabeth GoodrichChair, Board of Directors
Alan EngelBoard of Directors
Braxton GoodrichBoard of Directors
C Randall MinorBoard of Directors
Clara K ChungBoard of Directors
Connie HillBoard of Directors
Ellen McelroyBoard of Directors
Emily Hess LevineBoard of Directors
Hanson SlaughterBoard of Directors
James H LewisBoard of Directors
Jerolyn FerrariBoard of Directors
John O Hudson IiiBoard of Directors
Joseph Farley IiiBoard of Directors
Kyung HanBoard of Directors
Leo Kayser IiiBoard of Directors
Lia RushtonBoard of Directors
Martin DamskyBoard of Directors
Myla CalhounBoard of Directors
R Scott PulliamBoard of Directors
Starr Turner DrumBoard of Directors
W Ben HuntBoard of Directors
Robert AlandTreasurer Board of Directo
James SimonAssistant Head of School F
Tanya YeagerAssistant Head of School F
Scott SchambergerHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$1,503,352
Program Service Revenue
$0
Investment Income
$550,135
Other Revenue
$0
All Other Contributions
$1,503,352
Change in Net Assets
$1,976,547

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 AmountValuation Method
Securities Publicly Traded22$31,088Quoted Market Prices
Total Noncash Contributions22$31,088-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,940
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-$62,012-$62,012
Other Expenses-$14,928-$14,928
Total Functional Expenses$0$76,940$0$76,940
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$105,597
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
Assistant Head of School - Fin
Phone
2059883350
Signed
2023-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Schamberger
Formed
1988
Legal Domicile
Al
Voting Board Members
22
Independent Board Members
22
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. -1,040,350. Rounding”

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/TitleTxt10TREASURER BOARD OF DIRECTO
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/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT HEAD OF SCHOOL F
IRS990/Form990PartVIISectionAGrp/TitleTxt24HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25ASSISTANT HEAD OF SCHOOL F
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF STRATEGY AND S
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
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IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0128025
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt07567227
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0422110
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt012780814
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05513740
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/NetAssetsOrFundBalancesBOYAmt014767863
IRS990/NetAssetsOrFundBalancesEOYAmt016196662
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0128025
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0128025
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0492602
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07305173
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07831744
IRS990/NoncashContributionsAmt031088
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt076612
IRS990/OtherAssetsTotalGrp/EOYAmt077875
IRS990/OtherChangesInNetAssetsAmt0-1040350
IRS990/OtherExpensesGrp/Desc0BAD DEBTS (RECOVERIES)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014928
IRS990/OtherExpensesGrp/TotalAmt014928
IRS990/OtherLiabilitiesGrp/BOYAmt0203221
IRS990/OtherLiabilitiesGrp/EOYAmt0105597
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0880401
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0804978
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT SCHAMBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02971075
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0377541
IRS990/PYOtherExpensesAmt0132739
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03215877
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0132739
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03348616
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01976547
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0550135
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01190669
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02638592
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.44000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013699491
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0677606
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014750409
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01029566
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0656254
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0966943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013699491
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1318996
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012777509

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,302,259
Liabilities
$105,597
Net assets
$16,196,662
Revenue
$2,053,487
Expenses
$76,940
Net income
$1,976,547
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