Civic Intelligence

Bama Works Fund

990EZ • Fiscal year 2020 • EIN 85-0922891

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

2975 Massey RoadVestavia Hills, AL 35216

(205) 837-0244

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$110,797

No earlier filing loaded for comparison.

Net Assets

$110,697

No earlier filing loaded for comparison.

Liabilities

$100

No earlier filing loaded for comparison.

Revenue

$115,560

No earlier filing loaded for comparison.

Expenses

$4,863

No earlier filing loaded for comparison.

Net Income

$110,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2020: $110,797Liabilities 2020: $100Net Assets 2020: $110,6972020Assets 2021: $95,749Liabilities 2021: $100Net Assets 2021: $95,6492021Assets 2022: $79,906Liabilities 2022: $100Net Assets 2022: $79,8062022Assets 2023: $306Liabilities 2023: $0Net Assets 2023: $3062023

Highlighted filing

2020

Assets$110,797
Liabilities$100
Net Assets$110,697

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $115,560Expenses 2020: $4,863Net Income 2020: $110,6972020Revenue 2021: $297,831Expenses 2021: $312,879Net Income 2021: -$15,0482021Revenue 2022: $303,858Expenses 2022: $319,701Net Income 2022: -$15,8432022Revenue 2023: $23,500Expenses 2023: $103,000Net Income 2023: -$79,5002023

Highlighted filing

2020

Revenue$115,560
Expenses$4,863
Net Income$110,697
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$115,560
Mission and Program Overview

Mission

To provide tax-credited scholarships to low-income high school students to attend the public or private school of their choice.

Program Services

DescriptionGrantsExpenses
PARTNERED WITH PRIVATE AND PUBLIC SCHOOLS THAT PLACE AN EMPHASIS ON WORKFORCE DEVELOPMENT AND PROVIDE SPECIALIZED TRAINING IN SPECIFIC CAREER FIELDS, TRADES, OR PROFESSIONS IN ADDITION TO A RIGOROUS ACADEMIC CURRICULUM IN ORDER TO PROVIDE TAX-CREDITED SCHOLARSHIPS TO LOW-INCOME HIGH SCHOOL STUDENTS TO ATTEND THE PUBLIC OR PRIVATE SCHOOL OF THEIR CHOICE.$0$4,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BRADLEY DAVIDSONPresidentPT$0--
STEPHEN ANTHONY SINGH GROVERTreasurer-$0--
JILLIAN LENAMON FITTSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bama Works Fund
EIN
85-0922891
Phone
2058370244
Address
2975 MASSEY ROAD, VESTAVIA HILLS, AL 35216

Signing Officer

Name
James Bradley Davidson
Title
President
Phone
2058370244
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
C S H & G Pc
Address
3049 MASSEY ROAD, BIRMINGHAM, AL 35216
Preparer
Stephen R Hendricks
Phone
2058711210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 9. Description: office expense. Amount: 843. Total to form 990-ez, line 16: 852.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deposit payable. Beg. Of year amount: 0. End of year amount: 100.

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES BRADLEY DAVIDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02058370244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02975 MASSEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VESTAVIA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110797
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115560
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0110697
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110797
IRS990EZ/GrossReceiptsAmt0115560
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110697
IRS990EZ/OccupancyRentUtltsAndMaintAmt0636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BRADLEY DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN ANTHONY SINGH GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILLIAN LENAMON FITTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TAX-CREDITED SCHOLARSHIPS TO LOW-INCOME HIGH SCHOOL STUDENTS TO ATTEND THE PUBLIC OR PRIVATE SCHOOL OF THEIR CHOICE.
IRS990EZ/PrintingPublicationsPostageAmt02125
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTNERED WITH PRIVATE AND PUBLIC SCHOOLS THAT PLACE AN EMPHASIS ON WORKFORCE DEVELOPMENT AND PROVIDE SPECIALIZED TRAINING IN SPECIFIC CAREER FIELDS, TRADES, OR PROFESSIONS IN ADDITION TO A RIGOROUS ACADEMIC CURRICULUM IN ORDER TO PROVIDE TAX-CREDITED SCHOLARSHIPS TO LOW-INCOME HIGH SCHOOL STUDENTS TO ATTEND THE PUBLIC OR PRIVATE SCHOOL OF THEIR CHOICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04863
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04863
IRS990EZ/TotalProgramServiceExpensesAmt04863
IRS990EZ/TotalRevenueAmt0115560
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAMAWORKSFUND.ORG/HOME
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115560
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0115560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115560
IRS990ScheduleA/TotalSupportAmt0115560
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 9. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 843. TOTAL TO FORM 990-EZ, LINE 16: 852.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPOSIT PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BRADLEY DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02058370244
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAMA WORKS FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAMA
ReturnHeader/Filer/EIN0850922891
ReturnHeader/Filer/PhoneNum02058370244
ReturnHeader/Filer/USAddress/AddressLine1Txt02975 MASSEY ROAD
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203346361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C S H & G PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03049 MASSEY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035216
ReturnHeader/PreparerPersonGrp/PhoneNum02058711210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN R HENDRICKS
ReturnHeader/ReturnTs02021-05-17T14:13:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRADLEY DAVIDSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings