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Barton Academy Foundation FY2021 filing

Tax-deductible

Mobile, AL501(c)(3)EducationEIN 46-0858069

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.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.8 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
$2.9M
30% of total assets
Looks good: liabilities are 30% 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
$240K
-94% vs prior year
Spent
$587K
To programs
76%
Net assets
$6.8M
By yearFY2019–FY2024
Revenue
$240K
FY2021▼ -94%
Revenue by fiscal year
FY2019$985K
FY2020$4.0M
FY2021$240K
FY2022$2.6M
FY2023$172K
FY2024$177K
Expenses
$587K
FY2021▲ +143%
Expenses by fiscal year
FY2019$2K
FY2020$242K
FY2021$587K
FY2022$417K
FY2023$92K
FY2024$105K
Net assets
$6.8M
FY2021▼ -5%
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 FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

76 cents of each dollar spent went to programs.

Program services 76% · $447K Management & general 9% · $53K Fundraising 15% · $87K

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

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Jaime Betbeze
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.

Provided by the organization

This section is blank until Barton Academy Foundation claims this page.

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1 program service account for $447K of program spending, described in the organization's own filed words · FY2021.
01

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

$447Kprogram expense

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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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$240K
Ln 12
Investment incomeLn 3$164K
Gifts and grantsLn 1h$77K
Money outPt IX
$587K
Ln 25
Programscol B$447K
Managementcol C$53K
Fundraisingcol D$87K
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$430K
Total assetsLn 16$9.7M
LiabilitiesLn 26$2.9M
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$77K
Investment incomeLn 3$164K
Total revenueLn 12$240K
Assets in detailPt X, end of year
CashLn 1$419K
SavingsLn 2$10K
Cash and savings togetherLn 1–2$430K
InvestmentsLn 11–13$24K
Other assetsLn 15$6K
Total assetsLn 16$9.7M
LiabilitiesLn 26$2.9M
Net assetsLn 32$6.8M
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 FY21End FY21
Cash and savingsLn 1–2$539K$430K
InvestmentsLn 11–13$293K$24K
Total assetsLn 16$10.2M$9.7M
LiabilitiesLn 26$3.1M$2.9M
Net assetsLn 32$7.1M$6.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$29K$18K$11K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$8K$8K
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$131K$131K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$387K$274K$26K$87K
All other expensesLn 24e$4K$360$4K
Total functional expensesLn 25$587K$447K$53K$87K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $240,217 across 4 lines filed
VIII-1f All other contributions, gifts and grants$76,704
VIII-1h Total contributions, gifts and grants$76,704
VIII-3 Investment incomeRelated to mission $163,513$163,513
VIII-12 Total revenueRelated to mission $163,513 · Unrelated business $0 · Excluded from tax $0$240,217
Part IX · Statement of functional expenses $586,980 across 8 lines filed
IX-11c Accounting feesPrograms $18,250 · Management $11,080$29,330
IX-12 Advertising and promotionManagement $2,412$2,412
IX-13 Office expensesManagement $8,247$8,247
IX-19 Conferences, conventions and meetingsManagement $1,532$1,532
IX-20 InterestPrograms $130,880$130,880
IX-23 InsurancePrograms $22,985$22,985
IX-24 Other expenses (24a–d)Programs $274,450 · Management $25,915 · Fundraising $86,752$387,117
IX-24e All other expensesPrograms $360 · Management $4,117$4,477
IX-25 Total functional expensesPrograms $446,925 · Management $53,303 · Fundraising $86,752$586,980
Part X · Balance sheet $9,655,267 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 $525,006$419,378
X-2 Savings and temporary cash investmentsStart of year $13,776$10,226
X-3 Pledges and grants receivableStart of year $180,450$247,947
X-12 Other securitiesStart of year $293,006$23,616
X-15 Other assetsStart of year $242,830$6,200
X-16 Total assetsStart of year $10,202,968$9,655,267
X-17 Accounts payable and accrued expensesStart of year $18,560$4,687
X-26 Total liabilitiesStart of year $3,080,447$2,879,509
X-27 Net assets without donor restrictionsStart of year $3,076,568$2,671,661
X-28 Net assets with donor restrictionsStart of year $4,045,953$4,104,097
X-32 Total net assets or fund balancesStart of year $7,122,521$6,775,758
X-33 Total liabilities and net assetsStart of year $10,202,968$9,655,267
Part XI · Reconciliation of net assets $6,775,758 net assets at year end
XI-1 Total revenue$240,217
XI-2 Total expenses$586,980
XI-3 Revenue less expenses−$346,763
XI-4 Net assets at start of year$7,122,521
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,775,758

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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