EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES (EIN 63-0386404)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-05
IRS object ID: 202311259349302461
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-05T15:11:15-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721396621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1601 2ND AVENUE EAST	AddressLine1Txt
City	ONEONTA	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	630386404	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EPISCOPAL FOUNDATION OF JEFFERSON COUNTY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EPIS	BusinessNameControlTxt
Phone	2059561831	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CAROL M HOLZMAN	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	2059561831	PhoneNum
Signature	2023-05-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CAROL	PersonFirstNm
Person Last	HOLZMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JONATHAN D THOMAS	PreparerPersonNm
PTIN	P00833737	PTIN
Phone	2055176914	PhoneNum
Preparation	2023-05-03	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CAROL M HOLZMAN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35210	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$15,354,717	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	STMARTINSINTHEPINES.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1957	FormationYr
Legal Domicile State	AL	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF ST MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING LONG TERM CARE SERVICES AND SUPPORTS TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA. REVENUES GENERATED FROM THESE SERVICES AND SUPPORTS ARE PAID BY PRIVATE CARE FUNDS, MEDICAID, MEDICARE, PRIVATE INSURANCE AND THE VETERANS ADMINISTRATION. SERVICES ARE PROVIDED ON A PLEASANT SUBURBAN SITE AND IN A HOME LIKE ENVIRONMENT WHENEVER POSSIBLE. WE PROVIDE HOUSING AND HOME CARE SERVICES TO APPROXIMATELY 400 ELDERS AND CLIENTS DAILY.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	428	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,708,231	PYContributionsGrantsAmt
CY Contributions Grants	$1,577,012	CYContributionsGrantsAmt
PY Program Service Revenue	$15,745,092	PYProgramServiceRevenueAmt
CY Program Service Revenue	$13,131,287	CYProgramServiceRevenueAmt
PY Investment Income	$98,353	PYInvestmentIncomeAmt
CY Investment Income	$8,602	CYInvestmentIncomeAmt
PY Other Revenue	$1,563,676	PYOtherRevenueAmt
CY Other Revenue	$637,816	CYOtherRevenueAmt
PY Total Revenue	$20,115,352	PYTotalRevenueAmt
CY Total Revenue	$15,354,717	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$12,217,855	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,033,188	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$8,312,440	PYOtherExpensesAmt
CY Other Expenses	$8,481,757	CYOtherExpensesAmt
PY Total Expenses	$20,530,295	PYTotalExpensesAmt
CY Total Expenses	$17,514,945	CYTotalExpensesAmt
PY Revenues Less Expenses	-$414,943	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,160,228	CYRevenuesLessExpensesAmt
Total Assets BOY	$34,577,602	TotalAssetsBOYAmt
Total Assets EOY	$31,827,458	TotalAssetsEOYAmt
Total Liabilities BOY	$21,750,219	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$21,446,008	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,827,383	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,381,450	NetAssetsOrFundBalancesEOYAmt
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$15,887,185	ExpenseAmt
Revenue	$13,777,705	RevenueAmt
Desc	THE MISSION OF ST MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING LONG TERM CARE SERVICES AND SUPPORTS TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA. REVENUES GENERATED FROM THESE SERVICES AND SUPPORTS ARE PAID BY PRIVATE CARE FUNDS, MEDICAID, MEDICARE, PRIVATE INSURANCE AND THE VETERANS ADMINISTRATION. SERVICES ARE PROVIDED ON A PLEASANT SUBURBAN SITE AND IN A HOME LIKE ENVIRONMENT WHENEVER POSSIBLE. WE PROVIDE HOUSING AND HOME CARE SERVICES TO APPROXIMATELY 400 ELDERS AND CLIENTS DAILY.	Desc
Total Program Service Expenses	$15,887,185	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	53	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	428	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAROL M HOLZMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2059561831	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35210	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
MARK BELCHER
CHAIRMAN	0.00	Yes (X)	$0	$0	$0
FRED ELLIOTT
TREASURER	0.00	Yes (X)	$0	$0	$0
WILL CLARK
DIRECTOR	0.00	Yes (X)	$0	$0	$0
PATSY DREHER
DIRECTOR	0.00	Yes (X)	$0	$0	$0
PAUL GOLDMAN
DIRECTOR	0.00	Yes (X)	$0	$0	$0
WILLIAM HOWELL
DIRECTOR	0.00	Yes (X)	$0	$0	$0
JIM JOHNSON
DIRECTOR	0.00	Yes (X)	$0	$0	$0
KIMBLE VARDAMAN
DIRECTOR	0.00	Yes (X)	$0	$0	$0
BETSY POSTLEWAITE
DIRECTOR	0.00	Yes (X)	$0	$0	$0
MATT SHEFFIELD
DIRECTOR	0.00	Yes (X)	$0	$0	$0
CAROL HOLZMAN
CEO	40.00		$296,830	$0	$38,465	Yes (X)
MIKE FAULKNER
CFO	40.00		$220,777	$0	$13,600	Yes (X)
MAMIE MAHONE
HR	40.00		$110,846	$0	$4,320	Yes (X)
MICHAEL BRITTON
COO	40.00		$79,115	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$707,568	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$56,385	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289	ATLANTA	GA	30368	HOSPITALITY SERVICES	$1,376,168
CARING COMMUNITIES
1850 WEST WINCHESTER RD	LIBERTYVILLE	IL	60048	INSURANCE	$306,105
ALL HEART CAREGIVERS
1610 4TH AVE N	BESSEMER	AL	35020	HOME HEALTH	$181,792
BEN M HANDLEY BUILDER LLC
40 SENTINEL ROAD	CHELSEA	AL	35043	CONSTRUCTION	$122,710

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,292,213	GovernmentGrantsAmt
All Other Contributions	$284,799	AllOtherContributionsAmt
Total Contributions	$1,577,012	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PROG.SERV.REVENUE-RELATED-990	Desc
Business	623000	BusinessCd
Total Revenue Column	$13,131,287	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,131,287	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$13,131,287	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,602	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,602	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$183,588	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$183,588	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$183,588	TotalRevenueColumnAmt
Related Or Exempt Func Income	$183,588	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC. REVENUE-RELATED-990	Desc
Business	623000	BusinessCd
Total Revenue Column	$454,228	TotalRevenueColumnAmt
Related Or Exempt Func Income	$454,228	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$454,228	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,354,717	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,777,705	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$517,607	TotalAmt
Management And General	$517,607	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,288,440	TotalAmt
Program Services	$7,089,378	ProgramServicesAmt
Management And General	$199,062	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$140,574	TotalAmt
Program Services	$140,574	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$536,842	TotalAmt
Program Services	$536,842	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$549,725	TotalAmt
Program Services	$549,725	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$177,207	TotalAmt
Management And General	$177,207	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$172,713	TotalAmt
Program Services	$67,272	ProgramServicesAmt
Management And General	$105,441	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$125,167	TotalAmt
Program Services	$26,064	ProgramServicesAmt
Management And General	$99,103	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$40,504	TotalAmt
Program Services	$27,436	ProgramServicesAmt
Management And General	$13,068	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$9,164	TotalAmt
Program Services	$3,894	ProgramServicesAmt
Management And General	$5,270	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$483,286	TotalAmt
Program Services	$483,286	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,615,644	TotalAmt
Program Services	$1,615,644	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$465,750	TotalAmt
Program Services	$465,750	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRACT SERVICES	$1,868,076	$1,619,179	$248,897
UTILITIES	$921,594	$921,594
RAW FOOD	$758,147	$758,147
SUPPLIES	$537,516	$537,516

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,306,989	TotalAmt
Program Services	$1,044,884	ProgramServicesAmt
Management And General	$262,105	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,514,945	TotalAmt
Program Services	$15,887,185	ProgramServicesAmt
Management And General	$1,627,760	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$185,826	BOYAmt
EOY	$862,191	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$77,654	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$309,720	BOYAmt
EOY	$293,321	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$128,510	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$132,903	BOYAmt
EOY	$87,581	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$56,763,936	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$31,912,104	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$26,622,474	BOYAmt
EOY	$24,851,832	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,910,360	BOYAmt
EOY	$4,735,535	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$138,176	BOYAmt
EOY	$924,805	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$71,979	BOYAmt
EOY	$72,193	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$34,577,602	BOYAmt
EOY	$31,827,458	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,139,679	BOYAmt
EOY	$1,856,809	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,911,353	BOYAmt
EOY	$15,250,404	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,549,260	BOYAmt
EOY	$2,799,074	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,149,927	BOYAmt
EOY	$1,539,721	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,750,219	BOYAmt
EOY	$21,446,008	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,105,429	BOYAmt
EOY	$9,659,496	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$721,954	BOYAmt
EOY	$721,954	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,827,383	BOYAmt
EOY	$10,381,450	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$34,577,602	BOYAmt
EOY	$31,827,458	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,160,228	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$293,419	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$7,714	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$214,774	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$292,862	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$695,971	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$273,935	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,540,643	CurrentTaxYearAmt
Total	$3,018,185	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,180,696	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,885,919	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,135,867	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,745,092	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,560,765	CurrentTaxYearAmt
Total	$91,508,339	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,395,470	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,178,781	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,831,838	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,019,027	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,101,408	CurrentTaxYearAmt
Total	$94,526,524	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$94,526,524	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,119	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,872	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,810	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$98,353	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,602	CurrentTaxYearAmt
Total	$179,756	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,119	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,872	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,810	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$98,353	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,602	CurrentTaxYearAmt
Total	$179,756	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$463,615	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$459,323	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$450,743	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,563,676	CurrentTaxYearMinus1YearAmt
Current Tax Year	$241,119	CurrentTaxYearAmt
Total	$3,178,476	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,919,204	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,646,976	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,286,391	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,681,056	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,351,129	CurrentTaxYearAmt
Total	$97,884,756	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.96570	PublicSupportCY509Pct
Public Support PY509	0.96520	PublicSupportPY509Pct
Investment Income CY	0.00180	InvestmentIncomeCYPct
Investment Income PY	0.00180	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER REVENUE - 2017 AMOUNT: $ 463,615. 2018 AMOUNT: $ 459,323. 2019 AMOUNT: $ 450,743. 2020 AMOUNT: $ 1,563,676. 2021 AMOUNT: $ 241,119.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,867	OtherCostOrOtherBasisAmt
Book Value	$77,867	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$56,686,069	OtherCostOrOtherBasisAmt
Depreciation	$31,912,104	DepreciationAmt
Book Value	$24,773,965	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$24,851,832	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	REFUNDABLE DEPOSITS	Desc
Amt	$1,539,721	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,539,721	TotalLiabilityAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CAROL HOLZMAN
CEO	$271,830	$0	$25,000	$0	$0	$0	$38,465	$0	$0	$0	$335,295	$0	$0	$0
MIKE FAULKNER
CFO	$199,777	$0	$21,000	$0	$0	$0	$13,600	$0	$0	$0	$234,377	$0	$0	$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	2015 SERIES BOND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	260576198	BondIssuerEIN
Bond Issued	2015-08-05	BondIssuedDt
Issue Price	$19,270,830	IssuePriceAmt
Purpose	REFI/CONSTRUCTION FACILITY	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$3,496,259	RetiredAmt
Total Proceeds	$19,270,830	TotalProceedsAmt
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	Yes (1)	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	0	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	0	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE CFO WILL ENSURE THE FORM 990 IS PREPARED ACCURATELY AND TIMELY. THE CEO WILL REVIEW THE FORM 990 AND THE CFO WILL CERTIFY THE INFORMATION IS CORRECT BY SIGNING THE FORM. THE FINANCE COMMITTEE WILL REVIEW THE FORM PRIOR TO FILING. THE FORM 990 WILL BE DISTRIBUTED TO THE FULL BOARD WITHIN 30 DAYS OF FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE POLICIES OF THE FOUNDATION REQUIRE ALL BOARD MEMBERS, OFFICERS AND MANAGEMENT EMPLOYEES PREPARE AND SIGN ANNUAL DOCUMENTS DISCLOSING ANY POTENTIAL CONFLICTS OF INTERESTS. ANY POTENTIAL CONFLICTS ARE REVIEWED AND DISCUSSED BY THE ENTIRE BOARD. ADDITIONALLY THE FOUNDATION POLICY REQUIRES CONTINUAL DISCLOSURE SHOULD CIRCUMSTANCES CHANGE.
FORM 990, PART VI, SECTION B, LINE 15	THE FOUNDATION'S POLICIES REQUIRE THE CEO'S COMPENSATION TO BE SET AND MONITORED BY THE BOARD OF DIRECTORS. ADDITIONALLY AN OUTSIDE CONSULTING FIRM PREPARES A PERIODIC STUDY OF COMPENSATION FOR SENIOR MANAGEMENT AND PRESENTS ITS RECOMMENDATIONS TO THE BOARD. FURTHERMORE THE POLICIES REQUIRE THE CEO TO PREPARE COMPENSATION RECOMMENDATIONS FOR SENIOR STAFF FOR THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR KEY EMPLOYEES ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19	INFORMATION RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	EAST DALE PROPERTIES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35210	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	AL	LegalDomicileStateCd