CITIZENSHIP TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CITIZENSHIP TRUST (EIN 63-1155922)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202322269349301307
- Schema version
- 2021v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T11:42:59-04:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630781330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRIDGE BORDEN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 COMMERCE STREET | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631155922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CITIZENSHIP TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITI | BusinessNameControlTxt |
| Phone | 2056653535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6 | AddressLine1Txt |
| City | MONTEVALLO | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN B MILLER | PersonNm |
| Person Title | CEO/EX OFFICIO SEC | PersonTitleTxt |
| Phone | 2056653535 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L HUDSON CPA | PreparerPersonNm |
| PTIN | P01415265 | PTIN |
| Phone | 3348346640 | PhoneNum |
| Preparation | 2023-08-11 | PreparationDt |
| 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 | ALAN B MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6 | AddressLine1Txt |
| City | MONTEVALLO | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,270,876 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMERICANVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | SERVES AS AN EDUCATIONAL INSTITUTION WHOSE MISSION IS TO STRENGTHEN AND RENEW THE FOUNDATIONS OF AMERICAN LIBERTY AND SELF-GOVERNMENT BY ENGAGING AND INSPIRING CITIZENS AND LEADERS, WITH A SPECIAL EMPHASIS ON PROGRAMS FOR YOUNG PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,357,522 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,280,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,031 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $229,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $103,082 | PYInvestmentIncomeAmt |
| CY Investment Income | -$377,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,440 | PYOtherRevenueAmt |
| CY Other Revenue | $141,201 | CYOtherRevenueAmt |
| PY Total Revenue | $4,574,075 | PYTotalRevenueAmt |
| CY Total Revenue | $6,273,981 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,517,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,750,502 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $253,622 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,018,771 | PYOtherExpensesAmt |
| CY Other Expenses | $2,365,517 | CYOtherExpensesAmt |
| PY Total Expenses | $3,536,484 | PYTotalExpensesAmt |
| CY Total Expenses | $4,116,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,037,591 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,157,962 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,015,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,096,256 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,018,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,941,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,997,118 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,155,080 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,488,398 | ExpenseAmt |
| Desc | TO ENHANCE AND PROMOTE CITIZENSHIP EDUCATION OF YOUNG PEOPLE | Desc |
| Total Program Service Expenses | $2,488,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOGAN GANEY | PersonNm |
| Phone | 2056653535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6 | AddressLine1Txt |
| City | MONTEVALLO | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CAROL BROWN | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDGE W KEITH WATKINS | |||||||
| CHAIR ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PICKETT | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN A KELLY | |||||||
| DEPUTY TREAS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JACK HAWKINS JR | |||||||
| IMMEDIATE PA | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G WALKER | |||||||
| FOUNDER/PRES | 40.00 | $179,646 | $0 | $25,635 | Yes (X) | ||
| ALAN B MILLER | |||||||
| CEO/EX OFFIC | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| LOGAN GANEY | |||||||
| CFO | 40.00 | Yes (X) | $84,337 | $0 | $17,135 | ||
| TRACEY MORANT ADAMS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HONORABLE JO BONNER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SENATOR TOM BUTLER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FRED C CRAWFORD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIG GEN ED CROWELL | |||||||
| TRSUTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR BETH HAMER | |||||||
| TRSUTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SAM JOHNSON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MILDRED LANIER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| COL ROOSEVELT J LEWIS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GORDON G MARTIN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR ROBERT M MCCHESNEY | |||||||
| TRSUTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| VAUGHN I MORRISSETTE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SENATOR ARTHUR ORR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR CATHY J RANDALL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR JOHN W SCHMIDT | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR WAYNE VICKERS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RB WALKER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SENATOR CAM WARD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JEREMY WARD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FRANK D WILKES | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $263,983 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,770 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $4,706,108 | GovernmentGrantsAmt |
| All Other Contributions | $1,574,216 | AllOtherContributionsAmt |
| Noncash Contributions | $25,000 | NoncashContributionsAmt |
| Total Contributions | $6,280,324 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSION FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $229,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $229,459 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $229,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,358 | TotalRevenueColumnAmt |
| Exclusion | $42,358 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,538,451 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,957,812 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$419,361 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$419,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$419,361 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $68,527 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $39,083 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,444 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $111,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,757 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $111,757 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,273,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$48,701 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $42,358 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,999 | TotalAmt |
| Program Services | $43,575 | ProgramServicesAmt |
| Management And General | $154,849 | ManagementAndGeneralAmt |
| Fundraising | $43,575 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,021 | TotalAmt |
| Program Services | $525,406 | ProgramServicesAmt |
| Management And General | $457,911 | ManagementAndGeneralAmt |
| Fundraising | $121,704 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,400 | TotalAmt |
| Program Services | $57,193 | ProgramServicesAmt |
| Management And General | $61,593 | ManagementAndGeneralAmt |
| Fundraising | $16,614 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,035 | TotalAmt |
| Program Services | $69,711 | ProgramServicesAmt |
| Management And General | $75,075 | ManagementAndGeneralAmt |
| Fundraising | $20,249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,047 | TotalAmt |
| Program Services | $43,527 | ProgramServicesAmt |
| Management And General | $46,876 | ManagementAndGeneralAmt |
| Fundraising | $12,644 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845 | TotalAmt |
| Program Services | $1,107 | ProgramServicesAmt |
| Management And General | $738 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,500 | TotalAmt |
| Program Services | $33,300 | ProgramServicesAmt |
| Management And General | $22,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,200 | TotalAmt |
| Program Services | $33,120 | ProgramServicesAmt |
| Management And General | $22,080 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,745 | TotalAmt |
| Program Services | $31,047 | ProgramServicesAmt |
| Management And General | $20,698 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,376 | TotalAmt |
| Program Services | $204,879 | ProgramServicesAmt |
| Management And General | $88,497 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,469 | TotalAmt |
| Program Services | $179,681 | ProgramServicesAmt |
| Management And General | $119,788 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,008 | TotalAmt |
| Program Services | $6,605 | ProgramServicesAmt |
| Management And General | $4,403 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,825 | TotalAmt |
| Program Services | $467,351 | ProgramServicesAmt |
| Management And General | $82,474 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,669 | TotalAmt |
| Program Services | $634,669 | ProgramServicesAmt |
| Management And General | $112,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,346 | TotalAmt |
| Program Services | $62,008 | ProgramServicesAmt |
| Management And General | $41,338 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $147,795 | $88,677 | $59,118 | |
| FUNDRAISING | $38,836 | $38,836 | ||
| FOOD AND BEVERAGE | $10,903 | $6,542 | $4,361 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116,019 | TotalAmt |
| Program Services | $2,488,398 | ProgramServicesAmt |
| Management And General | $1,373,999 | ManagementAndGeneralAmt |
| Fundraising | $253,622 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,164 | BOYAmt |
| EOY | $197,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,327,907 | BOYAmt |
| EOY | $14,454,239 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,176 | BOYAmt |
| EOY | $1,544,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,352 | BOYAmt |
| EOY | $204,975 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,451 | BOYAmt |
| EOY | $34,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,227 | BOYAmt |
| EOY | $36,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,821,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,559,078 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,789,970 | BOYAmt |
| EOY | $24,262,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,957,058 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,352 | BOYAmt |
| EOY | $1,362,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,015,657 | BOYAmt |
| EOY | $42,096,256 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,618 | BOYAmt |
| EOY | $142,868 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,480 | BOYAmt |
| EOY | $99,455 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,497,000 | BOYAmt |
| EOY | $23,503,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,441 | BOYAmt |
| EOY | $1,195,853 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,018,539 | BOYAmt |
| EOY | $24,941,176 | 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 | $14,332,267 | BOYAmt |
| EOY | $15,127,973 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,851 | BOYAmt |
| EOY | $2,027,107 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,997,118 | BOYAmt |
| EOY | $17,155,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,015,657 | BOYAmt |
| EOY | $42,096,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,157,962 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,423,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,380,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,806,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,357,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,280,324 | CurrentTaxYearAmt |
| Total | $22,248,420 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,423,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,380,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,806,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,357,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,280,324 | CurrentTaxYearAmt |
| Total | $22,248,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $22,248,420 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,358 | CurrentTaxYearAmt |
| Total | $512,286 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,760,706 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $631,011 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,595,180 | OtherCostOrOtherBasisAmt |
| Book Value | $2,595,180 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,097,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,195,980 | DepreciationAmt |
| Book Value | $13,901,088 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,589,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,281,140 | DepreciationAmt |
| Book Value | $2,308,103 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $988,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $878,917 | DepreciationAmt |
| Book Value | $109,948 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,550,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,041 | DepreciationAmt |
| Book Value | $5,347,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,262,038 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNFUNDED PENSION LIABILITY | $535,900 |
| ORIGINAL BOND ISSUE PREMIUM | $346,653 |
| ACCRUED INTEREST | $180,000 |
| ALLOWANCE FOR REVOCABLE PLEDGES | $133,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,195,853 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,273,981 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $6,273,981 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,273,981 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,116,019 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,116,019 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,116,019 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH PROFESSIONAL STANDARDS, THE TRUST INITIALLY RECOGNIZES A TAX POSITION IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2022, THE TRUST HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS G WALKER | PersonNm |
| Title | FOUNDER/PRES EMERITU | TitleTxt |
| Base Compensation Filing Org | $179,646 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $25,635 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $205,281 | TotalCompensationFilingOrgAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE AM VILL PUB EDUC BUILD AUTH | ||||||||
| A | 525111210 | 612685DN4 | 2017-06-29 | $2,345,000 | CAPITAL PROJECTS | false | false | false |
| THE AM VILL PUB EDUC BUILD AUTH | ||||||||
| B | 525111210 | 612685EFO | 2019-09-19 | $14,720,000 | CAPITAL PROJECTS | false | false | false |
| THE AM VILL PUB EDUC BUILD AUTH | ||||||||
| C | 525111210 | 2020-08-07 | $1,305,000 | CAPITAL PROJECTS | false | false | false | |
| THE AM VILL PUB EDUC BUILD AUTH | ||||||||
| D | 525111210 | 2020-08-07 | $712,000 | CAPITAL PROJECTS | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $2,316,438 | $93,800 | $14,808 | false | false | false | Yes (true) |
| B | $16,594,358 | $898,901 | $97,242 | false | false | false | Yes (true) |
| C | $1,305,000 | $94,495 | $26,100 | false | false | false | false |
| D | $712,000 | $51,556 | $46,703 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false | false |
| C | false | false | false | false | false | false | false | false | false |
| D | false | false | false | false | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | THE AM VILL PUB EDUC BUILD AUTH CAPITAL PROJECTS |
| PURPOSE OF ISSUE DESCRIPTION | THE AM VILL PUB EDUC BUILD AUTH CAPITAL PROJECTS |
| PURPOSE OF ISSUE DESCRIPTION | THE AM VILL PUB EDUC BUILD AUTH CAPITAL PROJECTS |
| PURPOSE OF ISSUE DESCRIPTION | THE AM VILL PUB EDUC BUILD AUTH CAPITAL PROJECTS |
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 | THE AM VILL PUB EDUC BUILD AUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 525111210 | BondIssuerEIN |
| CUSIP | 233809888 | CUSIPNum |
| Bond Issued | 2022-08-12 | BondIssuedDt |
| Issue Price | $5,600,000 | IssuePriceAmt |
| Purpose | CAPITAL PROJECTS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,600,000 | TotalProceedsAmt |
| In Reserve Fund | $436,756 | InReserveFundAmt |
| Issuance Costs From Proceeds | $112,000 | IssuanceCostsFromProceedsAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | false | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | THE AM VILL PUB EDUC BUILD AUTH CAPITAL PROJECTS | ExplanationTxt |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS FIRST REVIEWED BY THE BOARD TREASURER WITH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOR REVIEW. ANY COMMENTS, ISSUES, OR QUESTIONS REGARDING THE FORM 990 ARE THEN REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE. AFTER THAT FINAL REVIEW, THE FORM 990 IS THEN FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, EACH INDIVIDUAL SHALL COMPLETE AND FILE A FORM WITH THE SECRETARY FOR SAFEKEEPING. THE FORM SHALL INDICATE AN ACKNOWLEDGEMENT THAT HE OR SHE HAS RECEIVED, READ, REVIEWED, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE SHALL MAKE RECOMMENDATIONS TO THE BOARD ON THE PERFORMANCE APPRAISAL AND COMPENSATION TO THE CHIEF EXECUTIVE OFFICER. A REVIEW OF COMPENSATION WILL INCLUDE REFERENCE TO EXECUTIVE COMPENSATION DATA COMPARABLE TO PUBLIC, QUASI-PUBLIC, AND NONPROFIT INSTITUTIONS DERIVED FROM THE FROM 990S AND/OR OTHER SOURCES AND OTHER COMPENSATION DATA THAT MAY BE RELEVANT. THE CHIEF EXECUTIVE OFFICER IS ABSENT FROM THE DISCUSSION AND ACTION, AND THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR APPROVAL BY THE FULL BOARD. THE CHIEF EXECUTIVE OFFICER IS ABSENT FROM THE DISCUSSION AND ACTION PORTION OF THE BOARD MEETING WHERE COMPENSATION IS SET. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE UNLESS INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE. PUBLICLY AVAILABLE DOCUMENTS ARE: GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS), WHICH ARE AVAILABLE THROUGH THE SECRETARY OF STATE; FORM 990; AND CONFLICT OF INTEREST POLICY. THE LATTER TWO ARE AVAILABLE UPON REQUEST TO THE TRUST. |
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 | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN VILLAGE LIBERTY FOUNDATION | ||||||||||
| PO BOX 6 | MONTEVALLO | AL | 35115 | 631263930 | EDUCATION | AL | 501C | 7 | NA | false |
| COLONIAL CHAPEL FOUNDATION | ||||||||||
| PO BOX 6 | MONTEVALLO | AL | 35115 | 364499253 | EDUCATION | AL | 501C | 7 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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