KIWANIS CLUB OF MONTGOMERY FOUNDATION: Form 990, tax year 2022
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- Organization
- KIWANIS CLUB OF MONTGOMERY FOUNDATION (EIN 63-1180606)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349306309
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:08:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631003744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER GILL EISEN & STEVENSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4228 Lomac Street | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631180606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIWANIS CLUB OF MONTGOMERY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIWA | BusinessNameControlTxt |
| Phone | 3342607996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4137 Carmichael Road 110 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Main | PersonNm |
| Person Title | Exective Director | PersonTitleTxt |
| Phone | 3342607996 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Catherine | PersonFirstNm |
| Person Last | Main | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julia L Stevenson | PreparerPersonNm |
| PTIN | P00361616 | PTIN |
| Phone | 3342708061 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Catherine Main | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4137 Carmichael Rd Ste 110 | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $382,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST YOUTH ATTAIN VOCATIONAL AND SCHOLASTIC EXCELLENCE AS WELL AS AID HANDICAPPED PERSONS REGAIN HAPPY, USEFUL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $414,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $380,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,715 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $416,609 | PYTotalRevenueAmt |
| CY Total Revenue | $382,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $263,936 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $330,680 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,100 | PYOtherExpensesAmt |
| CY Other Expenses | $19,626 | CYOtherExpensesAmt |
| PY Total Expenses | $284,036 | PYTotalExpensesAmt |
| CY Total Expenses | $350,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $132,573 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $469,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $584,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $391,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $418,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To assist worthy youth in attaining vocational and scholastic excellence, and to aid handicapped persons in regaining happy, useful lives through the expending of funds directly for such purposes or by the furnishing of funds to organizations organized for charitable, scientific research, or educational purposes, or the prevention of cruelty to children. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $339,196 | ExpenseAmt |
| Grant | $330,680 | GrantAmt |
| Desc | DISTRIBUTIONS TO VARIOUS CHARITABLE, CIVIC AND EDUCATIONAL ORGANIZATIONS IN THE MONTGOMERY AREA. | Desc |
| Total Program Service Expenses | $339,196 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catherine Main | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342607996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4137 Carmichael Road Suite 110 | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Greg Sellers | ||||||
| Treasurer | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Danny Reese | ||||||
| Vice Pres | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| George Kent | ||||||
| President | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lloyd Faulkner | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Henry Moore | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Lee | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Montiel | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Shawn Cole | ||||||
| Secretary | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tommy Dismukes | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dean Peevy | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Forrest Neeley | ||||||
| Immediate Past Pres | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $380,249 | AllOtherContributionsAmt |
| Total Contributions | $380,249 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,715 | TotalRevenueColumnAmt |
| Exclusion | $2,715 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,964 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,715 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,680 | TotalAmt |
| Program Services | $330,680 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,150 | TotalAmt |
| Management And General | $5,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474 | TotalAmt |
| Management And General | $1,474 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Misc Expenses | $454 | $454 | |
| Bank Fees | $32 | $32 | |
| Unused Grant Expenses F | -$3,484 | -$3,484 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,306 | TotalAmt |
| Program Services | $339,196 | ProgramServicesAmt |
| Management And General | $11,110 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,357 | BOYAmt |
| EOY | $211,943 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,650 | BOYAmt |
| EOY | $147,869 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,007 | BOYAmt |
| EOY | $584,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,150 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,609 | BOYAmt |
| EOY | $161,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,609 | BOYAmt |
| EOY | $166,691 | 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 | $326,663 | BOYAmt |
| EOY | $351,632 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,735 | BOYAmt |
| EOY | $66,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,398 | BOYAmt |
| EOY | $418,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,007 | BOYAmt |
| EOY | $584,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $32,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,935 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| 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 | $376,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $414,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,249 | CurrentTaxYearAmt |
| Total | $1,696,441 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $414,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,249 | CurrentTaxYearAmt |
| Total | $1,696,441 | 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 | $1,696,441 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,220 | CurrentTaxYearAmt |
| Total | $9,934 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,220 | CurrentTaxYearAmt |
| Total | $9,934 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $325,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,029 | CurrentTaxYearAmt |
| Total | $1,706,375 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99130 | PublicSupportPY509Pct |
| Investment Income CY | 0.00580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00870 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Certificate of Deposit | $120,452 | C |
| Brokerage account - Member Charity Fund | $27,417 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $147,869 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $377,029 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,935 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,935 | RevenueNotReportedAmt |
| Revenue Subtotal | $382,964 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $382,964 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $350,306 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $350,306 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $350,306 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XI, Line 4b - Other Adjustments: | FormAndLineReferenceDesc |
| Explanation | rounding | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Adullam House | ||||||
| 26 Firetower Rd | Wetumpka | AL | 36092 | $20,000 | $0 | General Support |
| AGAPE | ||||||
| 3800 Vaughn Rd | Montgomery | AL | 36106 | $25,000 | $0 | General Support |
| Bridge Builders Alabama | ||||||
| 1125 E Fairview Ave | Montgomery | AL | 36106 | $10,000 | $0 | General Support |
| Camp WheezeAway | ||||||
| 2435 Bell Rd | Montgomery | AL | 36117 | $8,000 | $0 | General Support |
| Easterseals Central Alabama | ||||||
| 2185 Normandie Dr | Montgomery | AL | 36111 | $8,000 | $0 | General Support |
| Embrace Alabama Kids | ||||||
| 3140 Zelda Ct | Montgomery | AL | 36106 | $15,000 | $0 | General Support |
| Guide Right Foundation of Montgomery | ||||||
| PO Box 3304 | Montgomery | AL | 36109 | $7,500 | $0 | General Support |
| Kiwanis International | ||||||
| 3636 Woodview Trace | Indianapolis | IN | 46268 | $11,077 | $0 | General Support |
| LEAD Education Foundation | ||||||
| 2897 Eastern Blvd | Montgomery | AL | 36116 | $20,000 | $0 | General Support |
| Liberty Learning Foundation | ||||||
| 9739 Bent Brook Dr | Montgomery | AL | 36117 | $7,000 | $0 | General Support |
| Medical Advocacy Outreach | ||||||
| 2900 Mcgehee Rd | Montgomery | AL | 36111 | $10,500 | $0 | General Support |
| Montgomery Botanical Garden at Oak Park | ||||||
| 1010 Forest Ave | Montgomery | AL | 36106 | $15,000 | $0 | General Support |
| Montgomery Education Foundation | ||||||
| 5950 Carmichael Pl Ste 101 | Montgomery | AL | 36117 | $17,000 | $0 | General Support |
| Montgomery STEP Foundation | ||||||
| 4131 Carmichael Rd | Montgomery | AL | 36106 | $10,000 | $0 | General Support |
| New Beginnings Educational Center | ||||||
| 806 S Decatur St | Montgomery | AL | 36104 | $10,000 | $0 | General Support |
| One Place Family Justice Center | ||||||
| 530 S Lawrence St | Montgomery | AL | 36104 | $11,000 | $0 | General Support |
| Rebuilding Together Central Alabama | ||||||
| 123 Julia St | Montgomery | AL | 36104 | $15,000 | $0 | General Support |
| Second Chance Foundation | ||||||
| 810 Cedar St | Montgomery | AL | 36106 | $8,000 | $0 | General Support |
| Service Dogs Alabama | ||||||
| 8365 Mobile Hwy | Hope Hull | AL | 36043 | $18,000 | $0 | General Support |
| That's My Child | ||||||
| 2414 Lower Wetumpka Rd | Montgomery | AL | 36110 | $13,212 | $0 | General Support |
| The Children First Alliance of Alabama | ||||||
| 529 Perry St Ste 10 | Montgomery | AL | 36104 | $7,500 | $0 | General Support |
| The Samaritan Counseling Center | ||||||
| 2911 Zelda Rd | Montgomery | AL | 36106 | $21,121 | $0 | General Support |
| Valiant Cross Academy | ||||||
| 301 Dexter Ave | Montgomery | AL | 36104 | $21,000 | $0 | General Support |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The foundation requires the submission of supporting documents for expenditure prior to payment of the grant funds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A copy of Form 990 was provided by email to the governing body requesting questions or comments prior to filing. |
| Form 990, Part VI, Section C, line 19 | Governing documents and financial statements are available to the public by request during normal business hours. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| Kiwanis Club of Montgomery Inc | |||||||||
| 4137 Carmichael Road Suite 110 | Montgomery | AL | 36106 | 630144686 | Donations and community service to Montgomery and surrounding area | AL | 501(c)(4) | 0 | |
| Alabama National Fair | |||||||||
| PO Box 3304 | Montgomery | AL | 36109 | 630336508 | Community service to Montgomery and the surrounding area | AL | 501(c)(3) | 0 | Line 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alabama National Fair | ||
| C | $225,000 | cash |
| Kiwanis Club | ||
| O | $16,000 | cash |
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