Nonprofit · EIN 46-0858069
BARTON ACADEMY FOUNDATION
Tax-exempt · MOBILE, AL 36601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $177,340 | $105,330 | $72,010 | $11,340,753 | $3,043,123 | $8,297,630 |
| December 31, 2023 | 990 | $171,723 | $91,568 | $80,155 | $11,304,366 | $2,556,365 | $8,748,001 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,510
- Program service revenue
- $0
- Investment income
- $170,826
- Net rental income
- $4
- Other revenue
- $4
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,400
- Accounting fees
- $18,830
- Travel
- $2,285
- Program services (functional)
- $62,795
- Management and general (functional)
- $41,827
- Fundraising (functional)
- $708
Balance sheet and other
- Total assets, start of year
- $11,304,366
- Total assets, end of year
- $11,340,753
- Total liabilities, end of year
- $3,043,123
- Net assets, end of year
- $8,297,630
- Net assets without donor restrictions
- $4,173,473
- Net assets with donor restrictions
- $4,124,157
- Gross receipts
- $177,340
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAIME BETGEZE | BOARD MEMBER Trustee or director | 2 | $0 |
| R ALLAN GUSTIN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| KAREN OUTLAW ATCHISON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN S RUTHERFORD JR | FIRST VICE-PRESIDENT Trustee or director, Officer | 5 | $0 |
| MARTHA PEEK | BOARD MEMBER Trustee or director | 2 | $0 |
| ELIZABETH P STEVENS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DR CAROLYN LEE TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| IRVIN GRODSKY | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN D PEEBLES | BOARD MEMBER Trustee or director | 2 | $0 |
| GERI MOULTON | BOARD MEMBER Trustee or director | 2 | $0 |
| STEPHEN CARTER | SECOND VICE-PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHRESAL D THREADGILL | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAIME BETGEZE | BOARD MEMBER Trustee or director | 2 | $0 |
| R ALLAN GUSTIN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| KAREN OUTLAW ATCHISON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN S RUTHERFORD JR | FIRST VICE-PRESIDENT Trustee or director, Officer | 5 | $0 |
| MARTHA PEEK | BOARD MEMBER Trustee or director | 2 | $0 |
| ELIZABETH P STEVENS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DR CAROLYN LEE TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| IRVIN GRODSKY | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN D PEEBLES | BOARD MEMBER Trustee or director | 2 | $0 |
| GERI MOULTON | BOARD MEMBER Trustee or director | 2 | $0 |
| STEPHEN CARTER | SECOND VICE-PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHRESAL D THREADGILL | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 571, MOBILE, AL 36601-0571
- In care of
- % JAIME W BETBEZE
- Principal officer (990 for 2024)
- SCHLEY RUTHERFORD, PO BOX 571, MOBILE, AL 36601
- Signed the 990
- SCHLEY RUTHERFORD, PRESIDENT
- Phone
- (251) 434-8498
- Website
- WWW.BARTONACADEMY.ORG
- Return prepared by
- NOVOGRADAC & COMPANY LLP
Mission
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.
Program accomplishments
- DIRECT EXPENSE RELATED TO THE RESTORATION AND ADMINISTRATION OF THE FUNDS AVAILABLE FOR BARTON ACADEMY.Expenses $62,795
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0858069
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $11,340,753
- Income (IRS master file)
- $177,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $177,340 | $105,330 | $11,340,753 | XML |
| 990 | December 2023 | $171,723 | $91,568 | $11,304,366 | XML |
| 990 | December 2022 | $2,564,221 | $416,920 | $11,202,408 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0858069).
Questions about BARTON ACADEMY FOUNDATION
- What is the EIN of BARTON ACADEMY FOUNDATION?
- The employer identification number (EIN) of BARTON ACADEMY FOUNDATION is 46-0858069.
- Is BARTON ACADEMY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BARTON ACADEMY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARTON ACADEMY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARTON ACADEMY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARTON ACADEMY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BARTON ACADEMY FOUNDATION?
- The 990 for the year ended December 31, 2024 names SCHLEY RUTHERFORD.
- Who are the officers and directors of BARTON ACADEMY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does BARTON ACADEMY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $177,340, expenses of $105,330 and total assets of $11,340,753 at year end.
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