BARTON ACADEMY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BARTON ACADEMY FOUNDATION (EIN 46-0858069)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349311087
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T12:05:06-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464120276PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHELDON ROGERS & BRYAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70226AddressLine1Txt
CityMOBILECityNm
State AbbreviationALStateAbbreviationCd
ZIP36670ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460858069EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARTON ACADEMY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARTBusinessNameControlTxt
Phone2514348498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 571AddressLine1Txt
CityMOBILECityNm
State AbbreviationALStateAbbreviationCd
ZIP36601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH STEVENSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2514348498PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastSTEVENSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J SHELDON CPAPreparerPersonNm
PTINP00168042PTIN
Phone2513451251PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH STEVENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 571AddressLine1Txt
CityMOBILECityNm
State AbbreviationALStateAbbreviationCd
ZIP36601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,564,221GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BARTONACADEMY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$76,704PYContributionsGrantsAmt
CY Contributions Grants$8,518CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$163,513PYInvestmentIncomeAmt
CY Investment Income$158,722CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,396,981CYOtherRevenueAmt
PY Total Revenue$240,217PYTotalRevenueAmt
CY Total Revenue$2,564,221CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$874CYTotalFundraisingExpenseAmt
PY Other Expenses$586,980PYOtherExpensesAmt
CY Other Expenses$411,920CYOtherExpensesAmt
PY Total Expenses$586,980PYTotalExpensesAmt
CY Total Expenses$416,920CYTotalExpensesAmt
PY Revenues Less Expenses-$346,763PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,147,301CYRevenuesLessExpensesAmt
Total Assets BOY$9,655,267TotalAssetsBOYAmt
Total Assets EOY$11,202,408TotalAssetsEOYAmt
Total Liabilities BOY$2,879,509TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,604,349TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,775,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,598,059NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$396,142ExpenseAmt
Grant$5,000GrantAmt
DescDIRECT EXPENSE RELATED TO THE RESTORATION AND ADMINISTRATION OF THE FUNDS AVAILABLE FOR BARTON ACADEMY.Desc
Total Program Service Expenses$396,142TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH STEVENSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2514348498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 571AddressLine1Txt
CityMOBILECityNm
State AbbreviationALStateAbbreviationCd
ZIP36601ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAIME BETBEZE
BOARD MEMBER2.00Yes (X)$0$0$0
R ALLAN GUSTIN
SECRETARY/TREASURER2.00Yes (X)$0$0$0Yes (X)
KAREN OUTLAW ATCHISON
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN S RUTHERFORD JR
FIRST VICE-PRESIDENT5.00Yes (X)$0$0$0Yes (X)
MARTHA PEEK
BOARD MEMBER2.00Yes (X)$0$0$0
ELIZABETH P STEVENS
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
DR CAROLYN LEE TAYLOR
BOARD MEMBER2.00Yes (X)$0$0$0
IRVIN GRODSKY
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN D PEEBLES
BOARD MEMBER2.00Yes (X)$0$0$0
GERI MOULTON
BOARD MEMBER2.00Yes (X)$0$0$0
STEPHEN CARTER
SECOND VICE-PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CHRESAL D THREADGILL
BOARD MEMBER2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,518AllOtherContributionsAmt
Total Contributions$8,518TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,722TotalRevenueColumnAmt
Related Or Exempt Func Income$158,722RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNITED BANK - STATE HTDesc
Business611710BusinessCd
Total Revenue Column$2,396,981TotalRevenueColumnAmt
Related Or Exempt Func Income$2,396,981RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,396,981OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,564,221TotalRevenueColumnAmt
Related Or Exempt Func Income$2,555,703RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,020TotalAmt
Program Services$28,400ProgramServicesAmt
Management And General$8,620ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,353TotalAmt
Management And General$3,353ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,467TotalAmt
Program Services$4,467ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$145TotalAmt
Management And General$145ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$76,767TotalAmt
Program Services$76,767ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,033TotalAmt
Program Services$22,033ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LOSS ON INVESTMENTS IN$258,216$258,216
CONSULTANTS$7,786$7,786
TAXES AND LICENSES$1,000$1,000
FUNDRAISING$874$874

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$259TotalAmt
Program Services$259ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$416,920TotalAmt
Program Services$396,142ProgramServicesAmt
Management And General$19,904ManagementAndGeneralAmt
Fundraising$874FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$419,378BOYAmt
EOY$1,673,660EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,226BOYAmt
EOY$10,229EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$247,947BOYAmt
EOY$108,987EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$435,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,947,900BOYAmt
EOY$8,947,900EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$23,616BOYAmt
EOY$16,582EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,200BOYAmt
EOY$10,050EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,655,267BOYAmt
EOY$11,202,408EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,687BOYAmt
EOY$14,247EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,874,822BOYAmt
EOY$1,590,102EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,879,509BOYAmt
EOY$1,604,349EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,671,661BOYAmt
EOY$5,485,444EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,104,097BOYAmt
EOY$4,112,615EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,775,758BOYAmt
EOY$9,598,059EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,655,267BOYAmt
EOY$11,202,408EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,147,301ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$675,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,174,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$942,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,911,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,704CurrentTaxYearMinus1YearAmt
Current Tax Year$8,518CurrentTaxYearAmt
Total$6,113,652TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,174,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$942,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,911,202CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,704CurrentTaxYearMinus1YearAmt
Current Tax Year$8,518CurrentTaxYearAmt
Total$6,113,652TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,113,652PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$163,513CurrentTaxYearMinus1YearAmt
Current Tax Year$158,722CurrentTaxYearAmt
Total$473,946TotalAmt
FieldValueIRS element (for citing)
Total Support$6,587,598TotalSupportAmt
Public Support CY1700.92810PublicSupportCY170Pct
Public Support PY1700.95120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,564,221TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,564,221RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,564,221TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$416,920TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$416,920ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$416,920TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationBARTON ACADEMY FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRS), AND SIMILAR PROVISIONS OF ALABAMA LAW. AS SUCH, THE FOUNDATION IS NOT TAXED ON INCOME DERIVED FROM ITS EXEMPT FUNCTIONS. HOWEVER, THE FOUNDATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, WHICH IS GENERATED FROM THE FOUNDATIONS INVESTMENT INCOME AND OTHER ACTIVITIES NOT RELATED TO THEIR STATED EXEMPT PURPOSES. THE FOUNDATION HAD NO SIGNIFICANT DEFERRED INCOME TAX ASSETS OR LIABILITIES AS OF DECEMBER 31, 2022. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE 2019, 2020, AND 2021 TAX YEARS. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEAR ENDED DECEMBER 31, 2022.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BBOARD MEMBERS REVIEW AT BOARD MEETING WITH SUBSEQUENT APPROVAL
FORM 990, PART VI, SECTION B, LINE 12CREVIEW AND UPDATES AT BOARD MEETINGS
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE.
FORM 990, PART XI, LINE 9:CORRECTION OF AN ERROR - DEVELOPER FEE RECEIVABLE 675,000.
FORM 990, PART XII, LINE 2CAS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

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