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Barton Academy Foundation

Tax-deductible

Mobile, AL501(c)(3)Education EIN 46-0858069Revenue $177K in FY2024

On file with the IRSbartonacademy.orgPo Box 571, 36601-0571 · Mobile, ALTax-exempt since Nov 2013Publicly supported charity — 170(b)(1)(A)(vi)

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To assist the mobile county public school system in the preservation and restoration of Barton Academy and the surrounding campus, and to encourage the continued use as a facility dedicated to its historic educational mission.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $1.1M a year · 82% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
244 mo
of spending, in cash
Looks good: 243.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $57
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.0M
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$177K
+3% vs prior year
Spent
$105K
To programs
60%
Net assets
$8.3M
By yearFY2019–FY2024
Revenue
$177K
FY2024▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2019$985K
FY2020$4.0M
FY2021$240K
FY2022$2.6M
FY2023$172K
FY2024$177K
Expenses
$105K
FY2024▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2019$2K
FY2020$242K
FY2021$587K
FY2022$417K
FY2023$92K
FY2024$105K
Net assets
$8.3M
FY2024▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2019$3.0M
FY2020$7.1M
FY2021$6.8M
FY2022$9.6M
FY2023$8.7M
FY2024$8.3M

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $63K Management & general 40% · $42K Fundraising 1% · $708

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Jaime Betgeze
Board Member
$0Pt VII · Sec A
R Allan Gustin
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
John S Rutherford JR
First Vice-President
$0Pt VII · Sec A
Martha Peek
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Irvin Grodsky
Board Member
$0Pt VII · Sec A
See Barton Academy Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and restores Barton Academy, encouraging its continued use for historic education.

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Provided by the organization

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1 program · $63K · in their own filed words · FY2024
01

Direct expense related to the restoration and administration of the funds available for barton academy.

$63Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$57
Total grants receivedfrom 1 funder$57

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$177K
Ln 12
Investment incomeLn 3$171K
Gifts and grantsLn 1h$7K
Other incomeLn 4–11$4
Money outPt IX
$105K
Ln 25
Programscol B$63K
Managementcol C$42K
Fundraisingcol D$708
Owns and owesPt X
$8.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$11.3M
LiabilitiesLn 26$3.0M
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7K
Investment incomeLn 3$171K
Other incomeLn 4–11$4
Total revenueLn 12$177K
Assets in detailPt X, end of year
CashLn 1$2.1M
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$18K
Other assetsLn 15$6K
Total assetsLn 16$11.3M
LiabilitiesLn 26$3.0M
Net assetsLn 32$8.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.9M$2.1M
InvestmentsLn 11–13$17K$18K
Total assetsLn 16$11.3M$11.3M
LiabilitiesLn 26$2.6M$3.0M
Net assetsLn 32$8.7M$8.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$19K$19K
Office expensesLn 13$608$608
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$72$72
InterestLn 20$18K$18K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$25K$2K$22K$708
Total functional expensesLn 25$105K$63K$42K$708

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $177K$105K$72K$8.3M 990 PDF
FY2023 $172K$92K$80K$8.7M 990 PDF
FY2022 $2.6M$417K$2.1M$9.6M 990 PDF
FY2021 $240K$587K−$347K$6.8M 990 PDF
FY2020 $4.0M$242K$3.8M$7.1M 990 PDF
FY2019 $985K$2K$983K$3.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $177,340 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,032$6,510
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $166,690$170,826
I-11 Other revenuePrior year $1$4
I-12 Total revenuePrior year $171,723$177,340
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $91,568$105,330
I-18 Total expensesPrior year $91,568$105,330
I-19 Revenue less expensesPrior year $80,155$72,010
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $177,340 across 5 lines filed
VIII-1f All other contributions, gifts and grants$6,510
VIII-1h Total contributions, gifts and grants$6,510
VIII-3 Investment incomeRelated to mission $170,826$170,826
VIII-6 Net rental income or lossRelated to mission $4$4
VIII-12 Total revenueRelated to mission $170,830 · Unrelated business $0 · Excluded from tax $0$177,340
Part IX · Statement of functional expenses $105,330 across 8 lines filed
IX-11b Legal feesPrograms $17,400$17,400
IX-11c Accounting feesManagement $18,830$18,830
IX-13 Office expensesManagement $608$608
IX-17 TravelPrograms $2,285$2,285
IX-19 Conferences, conventions and meetingsManagement $72$72
IX-20 InterestPrograms $18,288$18,288
IX-23 InsurancePrograms $23,222$23,222
IX-24 Other expenses (24a–d)Programs $1,600 · Management $22,317 · Fundraising $708$24,625
IX-25 Total functional expensesPrograms $62,795 · Management $41,827 · Fundraising $708$105,330
Part X · Balance sheet $11,340,753 assets, 12 lines filed
Asset lines not itemized here account for $8,947,900; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,888,800$2,138,591
X-4 Accounts receivableStart of year $435,000$230,654
X-12 Other securitiesStart of year $17,016$17,632
X-15 Other assetsStart of year $14,157$5,976
X-16 Total assetsStart of year $11,304,366$11,340,753
X-17 Accounts payable and accrued expensesStart of year $34,453$1,650
X-25 Other liabilitiesStart of year $931,810$1,451,371
X-26 Total liabilitiesStart of year $2,556,365$3,043,123
X-27 Net assets without donor restrictionsStart of year $4,630,354$4,173,473
X-28 Net assets with donor restrictionsStart of year $4,117,647$4,124,157
X-32 Total net assets or fund balancesStart of year $8,748,001$8,297,630
X-33 Total liabilities and net assetsStart of year $11,304,366$11,340,753
Part XI · Reconciliation of net assets $8,297,630 net assets at year end
XI-1 Total revenue$177,340
XI-2 Total expenses$105,330
XI-3 Revenue less expenses$72,010
XI-4 Net assets at start of year$8,748,001
XI-9 Other changes in net assets−$522,381
XI-10 Net assets at end of year$8,297,630

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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