SOUTH BALDWIN EDUCATION FOUNDATION (EIN 630983840) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

TERRY BURKLE

Tax Period

2023-07-01 to 2024-06-30

SOUTH BALDWIN EDUCATION FOUNDATION, founded in 1987, is a small nonprofit in the Education sector that reported $233K in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year. Expenses of $268K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE SOUTH BALDWIN EDUCATION FOUNDATION, INC, FACILITATES THE AWARD OF EDUCATION SCHOLARSHIPS TO GRADUATES OF FOLEY HIGH SCHOOL, ROBERTSDALE HIGH SCHOOL, SNOOK CHRISTIAN ACADEMY, GULF SHORES HIGH SCHOOL, ELBERTA HIGH SCHOOL AND ORANGE BEACH HIGH SCHOOL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $213,225

Program Service Revenue $0

Investment Income $10,719

Other Revenue $0

TOTAL REVENUE $223,944

Expense Breakdown

Grants Paid $394,653

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $394,653

Other Expenses $15,950

TOTAL EXPENSES $410,603

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,944	$207,102	+0.1%
Expenses	$410,603	$326,925	+0.3%
Net Income	$-186,659	$-119,823	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA BYRNES	DIRECTOR	0.25	Director	$0	$0	$0
CINDY LONG	DIRECTOR	0.25	Director	$0	$0	$0
OSWALT LIPSCOMB	DIRECTOR	0.25	Director	$0	$0	$0
ANGIE HALL	DIRECTOR	0.25	Director	$0	$0	$0
JAMIE JONES	DIRECTOR	0.25	Director	$0	$0	$0
SAM DRIVER	DIRECTOR	0.25	Director	$0	$0	$0
JEREMY BORCHARDT	DIRECTOR	0.25	Director	$0	$0	$0
LESLI FASON	DIRECTOR	0.25	Director	$0	$0	$0
JOYCE WOODBURN	DIRECTOR	0.25	Director	$0	$0	$0
ALICIA EARLY	DIRECTOR	0.25	Director	$0	$0	$0
RUSS MOORE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRY BURKLE	PRESIDENT	2.50	Officer Director	$0	$0	$0
JASON KOZON	SECRETARY	0.50	Officer Director	$0	$0	$0
KATELYN THIGPEN	TREASURER	1.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$223,944	$410,603	$296,896	$-186,659
2023	$207,102	$326,925	$483,555	$-119,823
2022	$302,814	$320,400	$603,378	$-17,586
2021	$297,287	$58,795	$620,964	$238,492
2020	$246,192	$468,691	$383,988	$-222,499
2020	$246,192	$468,691	$383,988	$-222,499
2019	$286,141	$299,433	$606,487	$-13,292
2018	$232,876	$267,933	$619,779	$-35,057

SOUTH BALDWIN EDUCATION FOUNDATION