Nonprofit · EIN 63-0983840
SOUTH BALDWIN EDUCATIONAL FOUNDATION INC
Tax-exempt · FOLEY, AL 36535
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $193,870 | $39,314 | $154,556 | $451,452 | $0 | $451,452 |
| June 30, 2024 | 990 | $223,944 | $410,603 | -$186,659 | $296,896 | $0 | $296,896 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $188,483
- Program service revenue
- $0
- Investment income
- $562
- Other revenue
- $4,825
Expenses
- Grants and similar amounts paid
- $22,650
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $795
- Program services (functional)
- $22,650
- Management and general (functional)
- $16,664
Balance sheet and other
- Total assets, start of year
- $296,896
- Total assets, end of year
- $451,452
- Total liabilities, end of year
- $0
- Net assets, end of year
- $451,452
- Gross receipts
- $193,870
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1987
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY BURKLE | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
| RUSS MOORE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KATELYN THIGPEN | TREASURER Trustee or director, Officer | 1.5 | $0 |
| JASON KOZON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| LESLI FASON | DIRECTOR Trustee or director | 0.25 | $0 |
| JOYCE WOODBURN | DIRECTOR Trustee or director | 0.25 | $0 |
| ALICIA EARLY | DIRECTOR Trustee or director | 0.25 | $0 |
| OSWALT LIPSCOMB | DIRECTOR Trustee or director | 0.25 | $0 |
| CINDY LONG | DIRECTOR Trustee or director | 0.25 | $0 |
| ANGELA BYRNES | DIRECTOR Trustee or director | 0.25 | $0 |
| ANGIE HALL | DIRECTOR Trustee or director | 0.25 | $0 |
| JEREMY BORCHARDT | DIRECTOR Trustee or director | 0.25 | $0 |
| SAM DRIVER | DIRECTOR Trustee or director | 0.25 | $0 |
| JAMIE JONES | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA BYRNES | DIRECTOR Trustee or director | 0.25 | $0 |
| CINDY LONG | DIRECTOR Trustee or director | 0.25 | $0 |
| OSWALT LIPSCOMB | DIRECTOR Trustee or director | 0.25 | $0 |
| ANGIE HALL | DIRECTOR Trustee or director | 0.25 | $0 |
| JAMIE JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| SAM DRIVER | DIRECTOR Trustee or director | 0.25 | $0 |
| JEREMY BORCHARDT | DIRECTOR Trustee or director | 0.25 | $0 |
| LESLI FASON | DIRECTOR Trustee or director | 0.25 | $0 |
| JOYCE WOODBURN | DIRECTOR Trustee or director | 0.25 | $0 |
| ALICIA EARLY | DIRECTOR Trustee or director | 0.25 | $0 |
| RUSS MOORE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| TERRY BURKLE | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
| JASON KOZON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| KATELYN THIGPEN | TREASURER Trustee or director, Officer | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8343 BAY VIEW DR, FOLEY, AL 36535-9061
- In care of
- % TERRY BURKLE
- Principal officer (990 for 2024)
- TERRY BURKLE, PO BOX 1600, FOLEY, AL 36535
- Signed the 990
- TERRY BURKLE, PRESIDENT
- Phone
- (251) 942-6695
- Website
- WWW.SBEF.NET
- Return prepared by
- GILES UNDERWOOD AND WILSON LLC
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.
Program accomplishments
- THE SOUTH BALDWIN EDUCATION FOUNDATION IS COMPRISED OF APPROXIMATELY 45 SPONSORS INCLUDING BUSINESSES, CIVIC ORGANIZATIONS AND FAMILIES PROVIDING SCHOLARSHIPS RANGING FROM $250 TO $5,000 TO GRADUATING SENIORS FROM FOLEY, GULF SHORES AND ROBERTSDALE PUBLIC SCHOOLS AND SNOOK CHRISTIAN ACADEMY.Expenses $22,650 · grants $22,650 · revenue $193,870
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0983840
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $451,452
- Income (IRS master file)
- $193,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $193,870 | $39,314 | $451,452 | XML |
| 990 | June 2024 | $223,944 | $410,603 | $296,896 | XML |
| 990 | June 2023 | $207,102 | $326,925 | $483,555 | IRS |
| 990 | June 2022 | $302,814 | $320,400 | $603,378 | IRS |
| 990 | June 2021 | $297,287 | $58,795 | $620,964 | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 63-0983840).
Questions about SOUTH BALDWIN EDUCATIONAL FOUNDATION INC
- What is the EIN of SOUTH BALDWIN EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of SOUTH BALDWIN EDUCATIONAL FOUNDATION INC is 63-0983840.
- Is SOUTH BALDWIN EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SOUTH BALDWIN EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BALDWIN EDUCATIONAL FOUNDATION INC 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 SOUTH BALDWIN EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BALDWIN EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTH BALDWIN EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names TERRY BURKLE.
- Who are the officers and directors of SOUTH BALDWIN EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SOUTH BALDWIN EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $193,870, expenses of $39,314 and total assets of $451,452 at year end.
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