Civic Intelligence

Southeastern Diabetes Education Services Inc.

990 • Fiscal year 2020 • EIN 63-1091899

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

500 CHASE PARK SOUTH No 104Hoover, AL 35244

(205) 402-0415

Siviq Scores

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

Liabilities / Assets

65th percentile

0.23x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.34x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$91,681

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,223,107

Up $342,757 (+39%) from 2019

Net Assets

Up

$942,886

Up $161,886 (+21%) from 2019

Liabilities

Up

$280,221

Up $180,871 (+182%) from 2019

Revenue

Down

$831,629

Down $558,932 (-40%) from 2019

Expenses

Down

$669,743

Down $648,071 (-49%) from 2019

Net Income

Up

$161,886

Up $89,139 (+123%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $113,390Liabilities 2010: $732Net Assets 2010: $112,6582010Assets 2011: $184,347Liabilities 2011: $69,868Net Assets 2011: $114,4792011Assets 2012: $212,148Liabilities 2012: $65,484Net Assets 2012: $146,6642012Assets 2013: $298,260Liabilities 2013: $66,100Net Assets 2013: $232,1602013Assets 2014: $392,883Liabilities 2014: $73,000Net Assets 2014: $319,8832014Assets 2015: $450,849Liabilities 2015: $27,734Net Assets 2015: $423,1152015Assets 2016: $645,047Liabilities 2016: $102,639Net Assets 2016: $542,4082016Assets 2017: $744,892Liabilities 2017: $97,560Net Assets 2017: $647,3322017Assets 2018: $814,738Liabilities 2018: $106,485Net Assets 2018: $708,2532018Assets 2019: $880,350Liabilities 2019: $99,350Net Assets 2019: $781,0002019Assets 2020: $1,223,107Liabilities 2020: $280,221Net Assets 2020: $942,8862020Assets 2021: $1,210,202Liabilities 2021: $96,354Net Assets 2021: $1,113,8482021Assets 2022: $1,295,433Liabilities 2022: $128,370Net Assets 2022: $1,167,0632022Assets 2023: $1,426,345Liabilities 2023: $146,322Net Assets 2023: $1,280,0232023Assets 2024: $1,617,015Liabilities 2024: $152,901Net Assets 2024: $1,464,1142024

Highlighted filing

2020

Assets$1,223,107
Liabilities$280,221
Net Assets$942,886

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $480,4552010Revenue 2011: $386,044Expenses 2011: $384,225Net Income 2011: $1,8192011Revenue 2012: $474,838Expenses 2012: $440,727Net Income 2012: $34,1112012Revenue 2013: $788,699Expenses 2013: $701,944Net Income 2013: $86,7552013Revenue 2014: $1,014,644Expenses 2014: $928,644Net Income 2014: $86,0002014Revenue 2015: $1,119,758Expenses 2015: $1,014,429Net Income 2015: $105,3292015Revenue 2016: $1,249,091Expenses 2016: $1,129,798Net Income 2016: $119,2932016Revenue 2017: $1,197,457Expenses 2017: $1,092,532Net Income 2017: $104,9252017Revenue 2018: $1,460,358Expenses 2018: $1,399,437Net Income 2018: $60,9212018Revenue 2019: $1,390,561Expenses 2019: $1,317,814Net Income 2019: $72,7472019Revenue 2020: $831,629Expenses 2020: $669,743Net Income 2020: $161,8862020Revenue 2021: $1,472,697Expenses 2021: $1,301,735Net Income 2021: $170,9622021Revenue 2022: $1,508,496Expenses 2022: $1,455,281Net Income 2022: $53,2152022Revenue 2023: $1,426,853Expenses 2023: $1,360,101Net Income 2023: $66,7522023Revenue 2024: $1,339,523Expenses 2024: $1,219,722Net Income 2024: $119,8012024

Highlighted filing

2020

Revenue$831,629
Expenses$669,743
Net Income$161,886
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.1
Gross Receipts
$839,672
Mission and Program Overview

Mission

Sdes-camp seale harris educates, encourages and empowers children with diabetes and their families to live well. Programs include diabetes camps and community events supporting developmental, medical, social and emotional needs with clinical oversight and peer connection.

To educate, encourage, and empower children with diabetes and their families to live well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$701,428$1,000,940▲ $299,512
Savings and Temporary Cash Investments$172,598$217,428▲ $44,830
Prepaid Expenses and Deferred Charges$4,967$3,382▼ $1,585
Total Assets$880,350$1,223,107▲ $342,757
Other Assets Total$1,357$1,357→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$155,000-
Deferred Revenue$98,750$122,558▲ $23,808
Other Liabilities$600$2,663▲ $2,063
Total Liabilities$99,350$280,221▲ $180,871
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$734,254$879,866▲ $145,612
Net Assets With Donor Restrictions$46,746$63,020▲ $16,274
Total Net Assets Fund Balance$781,000$942,886▲ $161,886
Total Liabilities and Net Assets / Fund Balance$880,350$1,223,107▲ $342,757

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$172,597$16,274▲ $28,557-$217,428
2019$144,424-▲ $28,173-$172,597
2018$151,516-▼ $7,092-$144,424
2017$134,082-▲ $19,523-$151,516
2016$93,260$34,400▲ $6,422-$134,082
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhonda McdavidExecutive DirectorFT$88,683$2,998$91,681

Board Members and Trustees

NameTitle
Katie Mapes HesterChair
Matthew MunsonChair Emeritus
Angela CrawfordBoard Member
Christina HairBoard Member
Dora HartsockBoard Member
Eleanor MasseyBoard Member
Erin TurnhamBoard Member
Julia PachecoBoard Member
Leah JonesBoard Member
Michael Kyle CrawfordBoard Member
Rebecca LeeBoard Member
Rebecca VoglerBoard Member
Taylor CaffeyBoard Member
Terri BrennanBoard Member
Mary OliverSecretary
Mike SheltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$798,248
Program Service Revenue
$9,545
Investment Income
$31,879
Other Revenue
$-8,043
All Other Contributions
$699,922
Change in Net Assets
$161,886

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies22$256,468Retail Value
Total Noncash Contributions22$256,468-

Audited Revenue Reconciliation

Revenue per Audited Statements
$831,629
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$113,807
Total Revenue per Audited Statements
$945,436
Total Revenue per Form 990
$831,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,323
Salaries, Compensation, and Employee Benefits$227,420
Total Fundraising Expense$53,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,380$3,735$7,469$117,584
Current Officers, Directors, Trustees, and Key Employees$44,342$22,171$22,171$88,684
Occupancy$33,823$1,650$700$36,173
Insurance$17,166$1,825-$18,991
Fees for Services Other$18,000--$18,000
Payroll Taxes$11,907$2,072$2,371$16,350
Information Technology$11,260$516-$11,776
Travel$8,321-$2,101$10,422
Fees for Services Accounting$1,447$8,084-$9,531
Office Expenses$4,869$383$1,184$6,436
Other Employee Benefits$3,136$777$889$4,802
Other Expenses$880$3,380$14,258$4,260
Conferences and Meetings$3,175-$35$3,210
Interest-$2,063-$2,063
All Other Expenses$1,820$145-$1,965
Total Functional Expenses$569,835$46,851$53,057$669,743

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$783,550
Expenses per Audited Statements$669,743
Total Expenses per Form 990$669,743
Expenses Not Reported on Form 990$113,807
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,043
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Diabetes Walk$54,835-$6,516-
Total Events$54,835-$8,043$-8,043
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$2,063
Accrued Expenses$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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 2

Married couple that both serve as Board Members

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

Form 990 available upon request.

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

Annual notification of policy to Officers, directors, trustees, and key employees and Executive Director monitory of transactions and contracts.

Form 990, Part VI, Section B, line 15A

The Compensation Committee reviews a compensation survey or study and form 990 of comparible organizations and the Board and Compensation committee approve the compensation.

Form 990, Part VI, Section C, line 19

Documents available to the public at Guidestar.com

Filing and Contact Details

Filer

Filer Name
Southeastern Diabetes Education Services
EIN
63-1091899
Phone
2054020415
Address
500 CHASE PARK SOUTH No 104, HOOVER, AL 35244

Signing Officer

Name
Rhonda Mcdavid
Title
Executive Director
Phone
2054020415
Signed
2021-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Mcdavid
Formed
1993
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
275

Preparer

Firm
Marmann & Associates
Address
P O BOX 567, SHEFFIELD, AL 35660-0567
Preparer
Fred Marmann
Phone
2563811473
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

No change from prior year.

Financial Statement Notes

Part X, Line 2:

The Organization qualifies as a tax exempt organization under the IRS Code Section 501(c)(3) and, therefore, no provision for income taxes is made in the accompanying financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Diabetes self-management education, support and inspiration in diabetes camps and community education supports developmental and medical needs of children with diabetes in a fun environment marked by clinical oversight and peer support.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OccupancyGrp/FundraisingAmt0700
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IRS990/OccupancyGrp/ProgramServicesAmt033823
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IRS990/OfficeExpensesGrp/FundraisingAmt01184
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0383
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IRS990/OfficeExpensesGrp/TotalAmt06436
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IRS990/OtherExpensesGrp/Desc2EVENT SUPPLY
IRS990/OtherExpensesGrp/Desc3VOLUNTEER SERVICES
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IRS990/OtherExpensesGrp/FundraisingAmt114258
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0161886
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172598
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0217428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0825136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01322343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01385441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01088255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01130945
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04833
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02786
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99640
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt05752120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0825136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01322343
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01088255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01130945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05752120
IRS990ScheduleA/TotalSupportAmt05772669
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.73000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0172597
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016274
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0217428
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0144424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0172597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0151516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0144424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0134082

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.15$1.46$1.34$1.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.15$1.28$1.43$1.36$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.13$1.17$1.51$1.46$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.10$1.11$1.47$1.30$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.28$0.94$0.83$0.67$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.10$0.78$1.39$1.32$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.11$0.71$1.46$1.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.10$0.65$1.20$1.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.10$0.54$1.25$1.13$0.12
2015Summary only. Only limited summary data is available for this year.$0.45$0.03$0.42$1.12$1.01$0.11
2014Summary only. Only limited summary data is available for this year.$0.39$0.07$0.32$1.01$0.93$0.09
2013Summary only. Only limited summary data is available for this year.$0.30$0.07$0.23$0.79$0.70$0.09
2012Summary only. Only limited summary data is available for this year.$0.21$0.07$0.15$0.47$0.44$0.03
2011Summary only. Only limited summary data is available for this year.$0.18$0.07$0.11$0.39$0.38$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.48