2023-06-12T09:53:18-05:00 2022-12-31 631133963 Haynes Downard LLP 3161 Cahaba Heights Road Suite 203 Birmingham AL 35243 990 2022-01-01 631154984 Walker Area Community Foundation Inc WALK 2053020001 PO Box 171 Jasper AL 35502 Paul W Kennedy President 2052950170 2023-05-15 1 Paul Kennedy 999009999 1 Lewis F Jones Jr P00013592 2052543380 2023-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Paul W Kennedy PO Box 171 Jasper AL 35502 51298557 0 X www.wacf.org X 1995 AL To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. 11 11 10 0 0 0 5544506 33665196 0 0 1090570 2359396 6134 5758 6641210 36030350 3563840 3948640 0 0 672646 797275 0 0 297803 547302 762279 4783788 5508194 1857422 30522156 95971007 114594345 11886 10980 95959121 114583365 To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. 0 0 4940235 3948640 Walker Area Community Foundation provides grants to promote the community health and social welfare of citizens within the area traditionally served by the Walker County Hospital or as recommended by fund advisors and approved by the Board of Directors to 501(c)(3) organizations outside of the general service area. 4940235 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 0 0 AL X X Harris Rhodes 2053020001 PO Box 171 Jasper AL 35502 Donaldson Emily Director 1.00 X 0 0 0 Drummond Abbie Director 1.00 X 0 0 0 Globetti Steve G Director 1.00 X 0 0 0 Jackson Edward Director 1.00 X 0 0 0 Nolen Jr Robert B Director 1.00 X 0 0 0 Stukes Beth Thorne Director 1.00 X 0 0 0 Warren J Douglas Director 1.00 X 0 0 0 Callahan Kevin F Secretary and Treasurer 1.00 X X 0 0 0 Thornley Scott Vice Chairman 1.00 X X 0 0 0 Allen Robbin Reed Chairman 1.00 X X 0 0 0 Haig Wright II Director 1.00 X 0 0 0 Paul W Kennedy President 40.00 X 140559 0 0 Harris Rhodes Chief Financial Officer 40.00 X 82614 0 0 223173 0 0 1 0 0 0 0 33665196 33665196 2081004 2081004 15546599 15268207 278392 278392 278392 Miscellaneous Revenue 624100 5758 5758 5758 36030350 284150 0 2081004 3948640 3948640 676633 541307 101495 33831 32000 25600 4800 1600 35237 28190 5285 1762 53405 42723 8011 2671 129506 101015 27196 1295 149265 23882 125383 63280 22781 5062 35437 93142 37256 27943 27943 141308 56524 42392 42392 13343 8006 4670 667 71544 50081 3577 17886 37833 3784 30266 3783 Miscellaneous expense 63058 50446 9459 3153 5508194 4940235 270156 297803 500053 1148493 25739 25739 2145604 926641 1282991 1218963 94154851 112193777 7373 7373 95971007 114594345 11886 10980 11886 10980 X 95756450 114397121 202671 186244 95959121 114583365 95971007 114594345 30522156 -11484641 -413271 0 X X 0 0 0 X 43611207 403340 7891378 5544506 33665196 91115627 43611207 403340 7891378 5544506 33665196 91115627 77354696 13760931 635426 1585017 1469207 1361906 2081004 7132560 6762 9150 2884 6134 5758 30688 98278875 0.14000 0.13360 X What facts show that we are consistently seeking new and additional public and governmental support? The Walker Area Community Foundation (WACF) VP of Marketing and Donor Development is tasked with securing donations from the general population by hosting an Annual Luncheon in which more than 450 people join to hear about the work of the Foundation. Five to ten smaller events are held throughout the year to increase philanthropy in Jasper and in Birmingham. The Foundation's initiatives are consistently writing grants to fund their projects. Quarterly newsletters are mailed to more than 5,000 people and include a section where donors are recognized for their memorial and honorarium gifts; a gift remittance envelope is included in each newsletter. The Foundation Facebook page encourages donations from the general population for specific projects as well as for general Foundation grantmaking. The Winston County Fund has been established and is growing. A new fund has been started to represent Marion County when heretofore our primary service area was Walker County. We are in constant contact with the AL Attorney General's Office over the Opioid Settlements. Our Early Learning Partner secured a $2 million annual Head Start grant with technical assistance from an Early Learning Expert paid for by a grant from the Foundation. Our staff worked with three local municipalities to secure a $250,000 grant through the USDA Rural Development to participate in the Rural Placemaking Innovation Challenge. Actual percentage of public support for 2022, and totals for the previous few years? 2019 - 10.18%; 2020 - 12.22%; 2021 - 13.36%; 2022 - 14.00%Facts that show that we have a significant number of donors? The Foundation received gifts from 513 unique donors in 2022. The breakdown is as follows: Gifts of greater than $500 - 146 gifts; Gifts $100 to $499 - 236 gifts; Gifts less than $100 - 131 gifts.Facts show how our governing body continues to represent the broad interests of the public rather than the personal and private interests of a limited number of donors The Foundation grants to a wide variety of organizations. Our numbers include in 2019 Grant Activity - 284 grants to 100 organizations totaling $3,181,020; 2020 Grant Activity - 180 grants to 94 organizations totaling $2,373,179; 2021 Grant Activity - 151 grants to 103 organizations totaling $3,838,641 and 2022 Grant Activity - 153 grants to 87 organizations totaling $14,170,352. In 2014, the WACF led a nearly year-long initiative to develop a vision and plan for Walker County, which included 500 residents. After compiling their answers, a plan was created and identified seven priority areas with goal statements that guide the community's work toward achieving the plan's vision. This plan leads WACF's Board of Directors today. The five priorities we currently focus on include: Healthy Lifestyles, is led through the Walker County Health Action Partnership (HAP) serves as the backbone for this priority. HAP is a coalition of organizations, individuals, and agencies working together to make Walker County a healthier place to live, learn, work, and play. Building our Workforce, includes several key initiatives to support education from pre-K to workforce readiness with our primary focus in 2022 on increasing the number of Alabama's Voluntary First-Class Pre-K (FCPK) classrooms as well as Head Start (HS) classrooms by working with both of our school systems to look at this model and to apply for funding. Today there are 23 FCPKs and 13 HS Classrooms in Walker County because of the efforts of this foundation and our partners. Recreation and Green Spaces include creating waterway access points throughout Walker County opening four access points along our river for paddlers to put in and take out, building primitive campsites along the blueways, building the first accessible archery park in the state, and creating a walking trail for visitors at the Walker County Lake, among other amenities. For Vibrant Communities, we partner with Friends of Downtown Jasper to stress broad community engagement and strategies that create jobs, spark new investment, and attract visitors. Because of this partnership, more than $5.8 million has been invested in building rehabilitation and new construction creating 130 jobs with 36 new businesses. Also, over the last three years, WACF hired consultants to help willing municipalities in Walker County develop a unique plan for how it wants its future to look and how to build on its resources. The Bankhead House & Heritage Center (BHHC) is owned and operated by the Foundation and is a place where people gather to experience a diverse range of exhibits and events. The BHHC offers a series of exhibits each year to reach all types of people and interests. There are also permanent exhibits: The Walker County Room, A Tribute to our Military, and The Tallulah Bankhead Room. The Foundation grants to our local school systems each year to provide transportation for classrooms to tour Heritage Center exhibits. Our Amphitheater serves as an arts and cultural location for our community with classes, concerts, outdoor movies, plays, storytelling, and cultural gatherings aimed toward advancing the arts and history in Walker County. Facts that show that our grants continue to be available to the public on a wide basis-It is widely known with our nonprofit organizations that WACF has two grant cycles per year with deadlines on March 1 and September 1. We are not a large community, so the WACF serves as the primary source of income for the organizations that applied in 2022. WACF's general unrestricted grantmaking fund, the Community Fund, awarded grants to 61 organizations in 2022. A press release is sent to our local newspaper announcing the grant window and is communicated to WACF's Walker County Nonprofit Council, a 70+organization council. The Foundation put in place a new grant cycle to expedite the "$5,000 and less local grants". We have a grant review team that reviews those grants and makes funding decisions. We also have a three-person team that reviews grant applications from nonprofits that focus on the Onward Grant Cycle which helps support families that need a boost to become economically stable. Facts that show that the public continues to be involved in our choices of programs to support In 2022, WACF utilized an 10 person Grant Review Team to interview grant applicants and make funding recommendations to our Board of Directors. These Team members represent a cross-section of Walker area individuals dedicated to asking hard questions and giving thoughtful advice to our board. They are unbiased advisors focused on the strength of the grant before them. Two of the Review Team members held Donor Advised Funds with us when they served on the team last year but were not the primary funding sources for the grants they reviewed. WACF pulls together community members to discuss various topics throughout the year for our Strategic plan initiatives as well as for other community problems that arise. More than 150 people have participated annually in these meetings in years past. The Bankhead House & Heritage Center (BHHC) is admission free and open to the public and advised by a Council which is comprised of local citizens who advise and assist in the development of the BHHC and its grounds. The WACF is one of the anchor organizations of HAP. HAP identified funding from the Health Resources and Services Administration (HRSA) grant to support a strategic planning process. Local organizations met regularly to conduct a needs assessment, collect comprehensive data, and develop the multi-year strategic plan presented in this report. In 2021 and 2022 the Foundation led the way in creating the Healing Network that combines the efforts of 50+ organizations working to combat the Opioid epidemic facing our community. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 8700500 2875485 67064801 1 1 76044 76044 1508169 468935 1039234 172642 150114 22528 388749 307592 81157 1218963 X 24132438 -11484641 -11484641 35617079 413271 413271 36030350 0 0 0 0 0 Part X, Line 2: As of December 31, 2022, 2021 and 2020, the Foundation has no uncertain tax positions that qualify for recognition or disclosure in the financial statements. 1 Alabama Lions Sight 700 South 18th St Birmingham AL 35233 630340851 501(c)(3) 78520 0 Mobile Eye Screening Program in Walker County American Cancer Society 1100 Ireland Way Ste 201 Birmingham AL 35205 131788491 501(c)(3) 10000 0 Joe Lee Griffin Hope Lodge Backyard Blessings PO Box 129 Sumiton AL 35062 271490669 501(c)(3) 73700 0 Children's backpack feeding program. Big Brothers Big Sisters 1901 14th Ave South Birmingham AL 35205 630647080 501(c)(3) 15000 0 Walker County programming Bundles of Hope Diaper Bank 3600 3rd Ave S Birmingham AL 35222 473964034 501(c)(3) 25000 0 Diapers for Walker County Camp McDowell 105 DeLong Road Nauvoo AL 35578 636001873 501(c)(3) 40000 0 Kitchen renovations and Farm School scholarships Carbon Hill Volunteer Fire and Rescue 107 2nd Avenue Northwest Carbon Hill AL 35549 631130522 501(c)(3) 16250 0 General donation Children's Aid Society of AL 2141 14th Ave South Birmingham AL 35205 630288823 501(c)(3) 20500 0 General donations Children's of Alabama 1600 7th Ave South Birmingham AL 35233 630307306 501(c)(3) 10000 0 Psychiatric Intake Repsonse Center Christian's Place Mission at Nauvoo United Method Church PO Box 365 Nauvoo AL 35578 263951909 501(c)(3) 15000 0 Monthly food distributions Concerned Citizens for Our Youth Inc 1200 Beacon Lane Jasper AL 35504 630640563 501(c)(3) 39500 0 General donations Cordova Economic & Industrial Development Authority PO Box 496 Cordova AL 35550 462948567 501(c)(3) 67270 0 General donations Walker County DHR 1901 Highway 78 East Jasper AL 35501 636000619 501(c)(3) 63375 0 General donations Fellowship House 1625 12th Ave South Birmingham AL 35205 630509822 501(c)(3) 194498 0 Salaries, training, facilities, and to build capacity for Walker County program Girls Incorporated of Central Alabama PO Box 130729 Birmingham AL 35212 630328643 501(c)(3) 9000 0 Summer enrichment program Habitat for Humanity Greater Birmingham 4408 Richard M Scrushy Pkwy Fairfield AL 35064 630962910 501(c)(3) 60000 0 Construction materials and labor HARTT Inc 1701 5th Ave South Jasper AL 35501 882243730 501(c)(3) 373700 0 General donations Healthy Eating Active Living Inc 1360 Montgomery Highway Suite 116 Birmingham AL 35266 205936421 501(c)(3) 56000 0 Heal in Walker County Schools - improving health through fitness and nutrition education Hope for Women LLC PO Box 2128 Jasper AL 35502 454952595 501(c)(3) 32615 0 General donations Hope House Church 1602 10th Ave Jasper AL 35501 455277650 501(c)(3) 71275 0 Feeding, showers, classes Jasper Area Family Services Center Inc 1400 19th Street West Jasper AL 35502 943428363 501(c)(3) 132000 0 General operations and Warming Station Kid One Transport System Inc 110 12th St N Birmingham AL 35203 631165579 501(c)(3) 12000 0 Transportation for medical appointments Kids Play AL PO Box 660076 Vestavia AL 35266 862959490 501(c)(3) 30000 0 Registration fees and uniforms for sports Mission 34 365 Jones Road Cordova AL 35550 853091702 501(c)(3) 150731 0 Sports facility in Cordova, AL Mission of Hope PO Box 878 Dora AL 35062 631253204 501(c)(3) 66924 0 General donations Mt Vernon Baptist Church Food Pantry 11220 Nuckols Road Glen Allen VA 23059 620535346 501(c)(3) 90022 0 Food bank supplies, laptops and software New Prospect Baptist Church 770 Highway 5 Jasper AL 35503 630440032 501(c)(3) 68000 0 Repairs and maintenance Sight Savers America 337 Business Circle Pelham AL 35124 300188234 501(c)(3) 64125 0 Children's screenings, follow-up eye care, adult eye care Smile-A-Mile 1510 Fifth Avenue South Birmingham AL 35233 630907544 501(c)(3) 25000 0 Outreach and inpatient hospital camp St Mary's Episcopal Church 801 The Trace West Jasper AL 35504 630625506 501(c)(3) 96865 0 Food bank and repairs The Arc of Walker County 745 Russell Dairy Road Jasper AL 35503 630760044 501(c)(3) 65250 0 General doanations The Bridge Educational Philanthropy PO Box 584 Oakman AL 35579 871155741 501(c)(3) 56500 0 Staff stipend, rent, equipment, dual immersion classes, professional development The Church at Cahaba Bend PO Box 477 Helena AL 35080 631269742 501(c)(3) 66400 0 General Fund Gift - On behalf of Matthew and Ashley Laird The Foundry Ministries 1804 6th Ave North Bessemer AL 35020 630624278 501(c)(3) 50000 0 Recovery services for Walker County residents The Literacy Council of Central Alabama 2301 1st Ave N 102 Birmingham AL 35203 631051186 501(c)(3) 31500 0 Literacy program The Salvation Army PO Box 1513 Jasper AL 35502 580660607 501(c)(3) 88649 0 Food Pantry Program, homeless assistance and preventiion The Willow Project 400 19th St East Jasper AL 35501 853269369 501(c)(3) 22200 0 General expenses United Way of Central Alabama Inc PO Box 320189 Birmingham AL 35232 630288846 501(c)(3) 50000 0 General donation Walker County Arts Alliance PO Box 1622 Jasper AL 35502 581965078 501(c)(3) 43079 0 Administrative and programming Walker County Community Action Agency PO Drawer 421 Jasper AL 35502 630501819 501(c)(3) 33000 0 General donations Walker County Department of Human Resources 1901 Highway 78 East Jasper AL 35501 631104139 501(c)(3) 47745 0 Supplemental support for children, families, elderly, and disabled. Walker County Humane Society PO Box 1407 Jasper AL 35502 630809530 501(c)(3) 42500 0 Food for pets of families affected by health crisis Big Oak Ranch PO Box 507 Springville AL 35146 237413017 501(c)(3) 24000 0 General donation Free Will Baptist Children's Home PO Box 8 Eldridge AL 35554 630302093 501(c)(3) 232995 0 General donation Friends of Downtown Jasper PO Box 122 Jasper AL 35502 475566652 501(c)(3) 193000 0 Operations and programs - Jasper Main Street JH Ranch 402 Office Park Drive Ste 310 Birmingham AL 35223 680174970 501(c)(3) 20000 0 General donation - Second Wind Programs Magic Moments 2112 11th Avenue South Suite 219 Birmingham AL 35205 630887875 501(c)(3) 6000 0 Moments for Walker County children Nick's Kids Foundation 1130 University Blvd Tuscaloosa AL 35401 471540447 501(c)(3) 25000 0 General donation Ronald McDonald House Charities of Alabama 1700 4th Ave S Birmingham AL 35233 630753358 501(c)(3) 10000 0 Adopt A Family Program Alabama Association of Nonprofits PO Box 293932 Birmingham AL 35229 631172730 501(c)(3) 22120 0 Initiating AAN membership for Walker County nonprofit organizations; advertising and training, communication, networking, programs; and final portion of Fall 2021 Grant. Alabama Possible PO Box 55058 Birmingham AL 35255 582074080 501(c)(3) 20000 0 General donation. Better Basics 12131 2nd Avenue South Birmingham AL 35233 631106040 501(c)(3) 39357 0 Dolly Parton Imagination Libary in Walker County Bevill State Community College 1411 Indiana Avenue Jasper AL 35501 631102108 501(c)(3) 100000 0 Robotics participation in Walker County Schools Boys and Girls Clubs of Central Alabama PO Box 10391 Birmingham AL 35202 630302102 501(c)(3) 9500 0 Project Learn Camp COOL PO Box 2304 Jasper AL 35502 463172224 501(c)(3) 9000 0 Camp scholarships and summer program costs Crisis Center Inc 3620 8th Avenue South Birmingham AL 35222 630583947 501(c)(3) 120000 0 Local needs assesment and referrals Empire Volunteer Fire Department 44 Wingo Rd Empire AL 35063 631260333 501(c)(3) 13000 0 Repairs and maintenance Freshwater Land Trust 2308 1st Avenue North Birmingham AL 35203 721387424 501(c)(3) 50000 0 Supervision of easements in Walker County Glenwood Autism and Behavioral Health Center 150 Glenwood Lane Birmingham AL 35242 237396710 501(c)(3) 10000 0 General purposes Hope is the Anchor 72 Cove Lane Jasper AL 35504 853576030 501(c)(3) 18884 0 General purposes Laura Crandall Brown Foundation PO Box 26791 Birmingham AL 35260 271537539 501(c)(3) 15000 0 GYN cancer patient awareness and support Liberty Learning Foundation 3414 Governors Dr SW Ste 215 Huntsville AL 35805 273790888 501(c)(3) 10000 0 Program kits, events, educational services Red Mountain Theatre Company 3028 7th Avenue South Birmingham AL 35233 581994417 501(c)(3) 10000 0 2021-2022 Season production Saban Center Foundation 315 28th Ave Tuscaloosa AL 35401 844019590 501(c)(3) 150000 0 Saban Center Captial campaign Steps Ministries 1401 Charleston Court Birmingham AL 35216 830841792 501(c)(3) 30000 0 Proactive parenting addiction prevention program Town of Parrish PO Box 89 Parrish AL 35580 636001341 501(c)(3) 89620 0 General purposes Townley Community Center PO Box 157 Jasper AL 35587 473735928 501(c)(3) 19000 0 Repairs and maintenance Walker County Children's Advocacy Center 1619 Alabama Ave Jasper AL 35501 454583448 501(c)(3) 10540 0 Repairs and maintenance Wild Alabama 552 Lawrence St Moulton AL 35650 852784968 501(c)(3) 35000 0 Staffing Yerkwood Community Improvement Association 9306 County Line Road Dora AL 35062 854058460 501(c)(3) 25500 0 Supplies for after school and summer supplies 86 88 Form 990, Part VI, Section B, line 11b The 990 is reviewed and approved by the Board, and then the return is submitted for filing. Form 990, Part VI, Section B, line 15a The President's annual performance and compensation reviews are performed by the current Board of Directors. Salaries for the President and all full-time employees are benchmarked by the annual Council on Foundations Pay and Compensation Survey. Form 990, Part VI, Section C, line 19 The organization's governing documents and financial statements are available to the public upon request. The 990 is available to the public through the website Guidestar.com. Form 990, Page XII, Part XII, Line 2c The Organization has not changed its oversight process or selection process of the audit for the current year.