COMMUNITY FOUNDATION OF NORTHEAST ALABAMA: Form 990, tax year 2019
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- Organization
- COMMUNITY FOUNDATION OF NORTHEAST ALABAMA (EIN 63-0308398)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-15
- IRS object ID
- 202140469349301304
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-15T10:19:00-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 SOUTHBRIDGE PARKWAY STE 501 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630308398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF NORTHEAST ALABAMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2562315160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVENUE NO 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER S MADDOX | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2562315160 | PhoneNum |
| Signature | 2021-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH SMITH | PreparerPersonNm |
| PTIN | P00663029 | PTIN |
| Phone | 2054452880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER S MADDOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVENUE NO 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,741,436 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YOURCOMMUNITYFIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 179 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,467,573 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,435,201 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $752,058 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $761,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,787,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,434,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $656,454 | PYOtherRevenueAmt |
| CY Other Revenue | $747,290 | CYOtherRevenueAmt |
| PY Total Revenue | $5,663,170 | PYTotalRevenueAmt |
| CY Total Revenue | $8,378,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,424,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,646,543 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $858,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $905,623 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,766 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,496,102 | PYOtherExpensesAmt |
| CY Other Expenses | $1,391,816 | CYOtherExpensesAmt |
| PY Total Expenses | $3,778,905 | PYTotalExpensesAmt |
| CY Total Expenses | $4,943,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,884,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,434,213 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,932,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,440,301 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,762,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,458,425 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,169,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,981,876 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,366,898 | ExpenseAmt |
| Grant | $2,646,543 | GrantAmt |
| Revenue | $6,869,205 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. ON JANUARY 31, 2020 THE PRESIDENT OF THE UNITED STATES DECLARED A PUBLIC HEALTH EMERGENCY UNDER THE PUBLIC HEALTH SERVICE ACT IN RESPONSE TO THE CORONAVIRUS (COVID-19) GLOBAL PANDEMIC. ON MARCH 13, 2020 THE PRESIDENT ISSUED TWO NATIONAL EMERGENCY DECLARATIONS UNDER BOTH THE STAFFORD ACT AND THE NATIONAL EMERGENCIES ACT (NEA). ON MARCH 29, 2020 THE PRESIDENT DECLARED A MAJOR DISASTER FOR THE STATE OF ALABAMA (FEMA-4503-DR). THE COMMUNITY FOUNDATION OF NORTHEAST ALABAMA RESPONDED TO THE PRESIDENTIAL DISASTER DECLARATIONS BY PARTNERING WITH DONORS AND AWARDING GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS AND, FOR THE FIRST TIME IN THE ORGANIZATION'S HISTORY, TO FOR-PROFIT BUSINESSES. THE GRANT PROCESSES AND BENEFICIARIES WERE IN COMPLIANCE WITH IRS PUBLICATION 3833 DISASTER RELIEF AND IRS CODE SECTION 139. | Desc |
| Total Program Service Expenses | $4,366,898 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 10 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER S MADDOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2562315160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVENUE SUITE 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TOM POTTS | ||||||
| TRUSTEE & GOVERNANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AL SHUMAKER | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDALL COLE | ||||||
| BOARD VICE CHAIR & NOMINATING COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANTHONY COOK | ||||||
| TREASURER & F&I COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOMMIE GOGGANS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROD NOWLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA BERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA LAVENDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK SWIFT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ROCHESTER | ||||||
| TRUSTEE & JULIETTE P. DOSTER AWARD COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA STEDHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY AMMONS | ||||||
| TRUSTEE & SCHOLARSHIP REVIEW COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANDA PATEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLAIR GOODGAME | ||||||
| TRUSTEE, SECRETARY & AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLORIA BENNETT | ||||||
| TRUSTEE & GRANTS COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER S MADDOX | ||||||
| PRESIDENT & CEO | 40.00 | $142,950 | $0 | $26,633 | Yes (X) | |
| DEBORAH PFLEDDERER | ||||||
| CFO | 40.00 | $66,325 | $0 | $25,387 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $209,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,020 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,435,201 | AllOtherContributionsAmt |
| Noncash Contributions | $19,444 | NoncashContributionsAmt |
| Total Contributions | $5,435,201 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN & PROJECT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $761,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $761,700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $761,700 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,124,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,124,446 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $746,025 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $746,025 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $746,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $746,025 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,672,799 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,363,241 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $309,558 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $309,558 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $8,765 | $8,765 |
| LOSS ON SALE OF ASSET | 900099 | -$7,500 | -$7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,265 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,378,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,941,729 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,480,543 | TotalAmt |
| Program Services | $2,480,543 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,000 | TotalAmt |
| Program Services | $166,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,577 | TotalAmt |
| Program Services | $124,764 | ProgramServicesAmt |
| Management And General | $49,065 | ManagementAndGeneralAmt |
| Fundraising | $35,748 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,722 | TotalAmt |
| Program Services | $363,003 | ProgramServicesAmt |
| Management And General | $68,755 | ManagementAndGeneralAmt |
| Fundraising | $10,964 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,675 | TotalAmt |
| Program Services | $28,203 | ProgramServicesAmt |
| Management And General | $6,968 | ManagementAndGeneralAmt |
| Fundraising | $1,504 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,122 | TotalAmt |
| Program Services | $127,778 | ProgramServicesAmt |
| Management And General | $31,638 | ManagementAndGeneralAmt |
| Fundraising | $6,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,527 | TotalAmt |
| Program Services | $37,390 | ProgramServicesAmt |
| Management And General | $9,600 | ManagementAndGeneralAmt |
| Fundraising | $3,537 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,700 | TotalAmt |
| Program Services | $4,898 | ProgramServicesAmt |
| Management And General | $10,598 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,888 | TotalAmt |
| Program Services | $3,111 | ProgramServicesAmt |
| Management And General | $6,684 | ManagementAndGeneralAmt |
| Fundraising | $93 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,728 | TotalAmt |
| Program Services | $4,912 | ProgramServicesAmt |
| Management And General | $1,278 | ManagementAndGeneralAmt |
| Fundraising | $538 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,079 | TotalAmt |
| Program Services | $15,799 | ProgramServicesAmt |
| Management And General | $6,521 | ManagementAndGeneralAmt |
| Fundraising | $2,759 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,073 | TotalAmt |
| Program Services | $13,566 | ProgramServicesAmt |
| Management And General | $1,055 | ManagementAndGeneralAmt |
| Fundraising | $452 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,740 | TotalAmt |
| Program Services | $14,633 | ProgramServicesAmt |
| Management And General | $5,697 | ManagementAndGeneralAmt |
| Fundraising | $2,410 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,154 | TotalAmt |
| Program Services | $79,310 | ProgramServicesAmt |
| Management And General | $5,229 | ManagementAndGeneralAmt |
| Fundraising | $2,615 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,997 | TotalAmt |
| Program Services | $4,175 | ProgramServicesAmt |
| Management And General | $4,427 | ManagementAndGeneralAmt |
| Fundraising | $395 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $746,875 | $470,531 | $194,188 | $82,156 |
| OTHER PROGRAM EXPENSES | $313,667 | $313,667 | ||
| DUES AND SUBSCRIPTIONS | $29,369 | $22,814 | $4,665 | $1,890 |
| EQUIPMENT AND SUPPLIES | $21,057 | $17,057 | $2,737 | $1,263 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,489 | TotalAmt |
| Program Services | $74,744 | ProgramServicesAmt |
| Management And General | $10,213 | ManagementAndGeneralAmt |
| Fundraising | $4,532 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,943,982 | TotalAmt |
| Program Services | $4,366,898 | ProgramServicesAmt |
| Management And General | $419,318 | ManagementAndGeneralAmt |
| Fundraising | $157,766 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,582 | BOYAmt |
| EOY | $619,237 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,685 | BOYAmt |
| EOY | $1,076,745 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,395 | BOYAmt |
| EOY | $21,836 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,584 | BOYAmt |
| EOY | $5,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,500,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,048,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510,798 | BOYAmt |
| EOY | $2,451,887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,299,066 | BOYAmt |
| EOY | $43,209,430 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,998 | BOYAmt |
| EOY | $999,998 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,143 | BOYAmt |
| EOY | $55,410 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,932,251 | BOYAmt |
| EOY | $48,440,301 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,799 | BOYAmt |
| EOY | $186,058 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,675 | BOYAmt |
| EOY | $356,800 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,144 | BOYAmt |
| EOY | $63,412 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,988,877 | BOYAmt |
| EOY | $2,852,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,762,495 | BOYAmt |
| EOY | $3,458,425 | 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 | $27,328,481 | BOYAmt |
| EOY | $11,807,108 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,841,275 | BOYAmt |
| EOY | $33,174,768 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,169,756 | BOYAmt |
| EOY | $44,981,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,932,251 | BOYAmt |
| EOY | $48,440,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,434,213 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$622,093 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,216,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,250,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,488,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,467,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,435,201 | CurrentTaxYearAmt |
| Total | $11,857,548 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,216,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,250,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,488,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,467,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,435,201 | CurrentTaxYearAmt |
| Total | $11,857,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,376,380 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,481,168 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,924,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,889,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,247,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,441,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,446 | CurrentTaxYearAmt |
| Total | $8,627,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,484,841 | TotalSupportAmt |
| Public Support CY170 | 0.41400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37680 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,561 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,561 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,943,982 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,946,543 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $397,327 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $99,332 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $325,385 | CurrentYearMinus3Amt |
| Current Year Minus2 | $339,443 | CurrentYearMinus2Amt |
| Current Year Minus1 | $339,045 | CurrentYearMinus1Amt |
| Current Year | $397,327 | CurrentYearAmt |
| Total | $1,401,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,101,800 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,625 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,628 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,988 | CurrentYearMinus1Amt |
| Current Year | $2,561 | CurrentYearAmt |
| Total | $7,802 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $81,346 | CurrentYearMinus3Amt |
| Current Year Minus2 | $84,861 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,761 | CurrentYearMinus1Amt |
| Current Year | $99,332 | CurrentYearAmt |
| Total | $350,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $525,450 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 29 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,041,658 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $575,024 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,230,063 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,603,289 | BeginningYearBalanceAmt |
| Contributions | $1,177,034 | ContributionsAmt |
| Investment Earnings Or Losses | $788,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,912,672 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,507 | OtherExpendituresAmt |
| Administrative Expenses | $97,901 | AdministrativeExpensesAmt |
| End Year Balance | $34,533,146 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,991,631 | BeginningYearBalanceAmt |
| Contributions | $879,866 | ContributionsAmt |
| Investment Earnings Or Losses | -$378 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,637,866 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,532,179 | OtherExpendituresAmt |
| Administrative Expenses | $97,785 | AdministrativeExpensesAmt |
| End Year Balance | $34,603,289 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,406,787 | BeginningYearBalanceAmt |
| Contributions | $464,861 | ContributionsAmt |
| Investment Earnings Or Losses | $3,420,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,183,184 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $116,920 | AdministrativeExpensesAmt |
| End Year Balance | $40,991,631 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,886,943 | BeginningYearBalanceAmt |
| Contributions | $1,680,141 | ContributionsAmt |
| Investment Earnings Or Losses | $5,314,091 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,365,537 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $108,851 | AdministrativeExpensesAmt |
| End Year Balance | $39,406,787 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,297,001 | BeginningYearBalanceAmt |
| Contributions | $815,970 | ContributionsAmt |
| Investment Earnings Or Losses | $4,531,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,629,019 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $128,533 | AdministrativeExpensesAmt |
| End Year Balance | $34,886,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $444,416 | OtherCostOrOtherBasisAmt |
| Book Value | $444,416 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,945,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $971,847 | DepreciationAmt |
| Book Value | $1,973,696 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,913 | DepreciationAmt |
| Book Value | $33,775 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,451,887 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS - DUE TO OTHER ORGANIZATIONS | $2,478,798 |
| CHARITABLE GIFT ANNUNITY LIABILITY | $218,057 |
| PPP LOAN | $155,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,852,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,756,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$622,093 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$622,093 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,378,195 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,378,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,943,982 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,943,982 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,943,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT IN PERPETUITY TO THE BENEFICIARY ORGANIZATION OR CHARITABLE PURPOSE AS PROVIDED FOR IN THE DOCUMENT CREATING THE ENDOWMENT. |
| PART X, LINE 2: | THE FOUNDATION APPLIES THE PROVISIONS OF THE ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAINTY IN INCOME TAXES. THE GUIDANCE REQUIRED ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON IRS EXAMINATION. IN ACCORDANCE WITH THIS GUIDANCE, THE FOUNDATION HAD DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AT SEPTEMBER 30, 2020 AND 2019, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. |
| PART V, LINE 1E | OPENING BALANCES FOR THE YEAR ENDED SEPTEMBER 30,2018 WERE ADJUSTED TO REFLECT A CHANGE IN PRESENTATION OF FUNDS ON THE PRIOR YEAR AUDIT. ALL ACCUMULATED CHANGES EFFECTING THE ENDOWMENT WERE RECORDED ON LINE 1E IN THE PRIOR YEAR ACTIVITY OF SCHEDULE D, PART V. ENDING ENDOWMENT TOTALS INCLUDE WITHOUT DONOR RESTRICTIONS: BOARD ENDOWED AND WITH DONOR RESTRICTIONS: BY SPENDING POLICY & IN PERPETUITY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (63 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | |||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | 580566116 | 501(C)(3) | $8,732 | ANNUAL DISTRIBUTION FOR EDUCATION |
| ALABAMA POLICY INSTITUTE | |||||||
| 2213 MORRIS AVENUE FIRST FLOOR | BIRMINGHAM | AL | 35203 | 630809568 | 501(C)(3) | $10,000 | FOR OPERATIONS, UNRESTRICTED |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE | |||||||
| 1826 6TH AVENUE SOUTH | IRONDALE | AL | 35210 | 474352872 | 501(C)(3) | $21,943 | CENSUS 2020 WORK |
| 2ND CHANGE INC | |||||||
| PO BOX 2714 | ANNISTON | AL | 36202 | 630967649 | 501(C)(3) | $5,250 | COVID-19 RELIEF FUND GRANT, RAPE VICTIM CLINIC AND SHELTERS |
| BIG BROTHERS BIG SISTERS OF NORTHEAST ALABAMA (BBBS) | |||||||
| PO BOX 933 | GADSDEN | AL | 35902 | 630847018 | 501(C)(3) | $34,788 | ONE TO ONE MENTORING, STANDARDS FOR EXCELLENCE, COVID-19 RELIEF FUND GRANT |
| ALABAMA GIVING INC | |||||||
| 110 OFFICE PARK DRIVE 300 | BIRMINGHAM | AL | 35223 | 481266328 | 501(C)(3) | $59,339 | CENSUS 2020 WORK |
| ADVANCING SIGHT NETWORK | |||||||
| 500 ROBERT JEMISON ROAD | BIRMINGHAM | AL | 35209 | 630880135 | 501(C)(3) | $6,279 | FINDING CURES FOR BLINDING DISEASES: DISSECTION MICROSCOPE |
| ALL SAINTS INTERFAITH CENTER OF CONCERN | |||||||
| 1513 NOLE STREET | ANNISTON | AL | 36201 | 630581368 | 501(C)(3) | $7,152 | COVID-19 RELIEF GRANT |
| ANNISTON FATHERHOOD INITIATIVE INC | |||||||
| PO BOX 2225 | ANNISTON | AL | 36202 | 815024743 | 501(C)(3) | $22,959 | FATHERHOOD INITIATIVE |
| COLUMBIA THEOLOGICAL SEMINARY | |||||||
| PO BOX 520 | DECATUR | GA | 30031 | 580566165 | 501(C)(3) | $11,643 | ANNUAL DISTRIBUTION FOR EDUCATION |
| BLACK BELT COMMUNITY FOUNDATION | |||||||
| 609 LAUDERDALE STREET | SELMA | AL | 36701 | 631270745 | 501(C)(3) | $122,544 | CENSUS 2020 WORK |
| BIRMINGHAM URBAN LEAGUE INC | |||||||
| PO BOX 11269 | BIRMINGHAM | AL | 35202 | 630516655 | 501(C)(3) | $10,000 | HARD TO COUNT COLLAORATIVE GRANT |
| COOSA RIVERKEEPERS | |||||||
| 102-B CROFT STREET CHELSEA | BIRMINGHAM | AL | 35242 | 273430200 | 501(C)(3) | $14,065 | COVID-19 RELIEF FUND GRANT, COOSA RIVER SWIM GUIDE AND OPERATIONS |
| BOYS & GIRLS CLUB OF ECA | |||||||
| PO BOX 2347 | ANNISTON | AL | 36202 | 630516163 | 501(C)(3) | $6,350 | COVID-19 RELIEF FUND GRANT, STANDARDS OF EXCELLENCE, GENERAL USE, OPERATING EXPENSES |
| CALHOUN CLEBURNE CHILDREN'S CENTERINC | |||||||
| 2100 LEIGHTON AVENUE | ANNISTON | AL | 36207 | 631053356 | 501(C)(3) | $7,371 | FOR CHILD ABUSE COUNSELING AND ADVOCACY AND OPERATIONS |
| FAMILY SUCCESS CENTER OF ETOWAH COUNTY | |||||||
| 821 BROAD STREET | GADSDEN | AL | 35903 | 631287103 | 501(C)(3) | $16,625 | HEALTHIER MINDS, STRONGER COMMUNITIES |
| FIRST PRESBYTERIAN CHURCH OF ANNISTON | |||||||
| 1701 HENRY ROAD | ANNISTON | AL | 36207 | 630375725 | 501(C)(3) | $18,000 | CHURCH EXPENSES, UNRESTRICTED USE, GENERAL USE IN MEMORY OF KIRBY BRYANT, ANNUAL DISTRIBUTION |
| COMMUNITY ENABLER DEVELOPER | |||||||
| 104 F STREET | ANNISTON | AL | 36201 | 630765763 | 501(C)(3) | $48,701 | UTILITIES FOR SABLE LEARNING CENTER, COVID-19 RELIEF FUND GRANT, MEDICATION AND MEDICAL ASSISTANCE, HEALTH CARE FOR THE INDIGENT, UTILITIES, AUDIT, AND INSURANCE AT COMMUNITY ENABLER, GENERAL SUPPORT, GREATEST NEED OR OPERATIONS |
| COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA | |||||||
| 5049 E BROADWAY BLVD SUITE 201 | TUCSON | AZ | 85711 | 942681765 | 501(C)(3) | $138,551 | TRANSFER OF MULLIS DONOR ADVISED FUND TO CFSA, COVID-19 RESPONSE FUND |
| EAST CENTRAL ALABAMA UNITED CEREBRAL PALSY | |||||||
| 415 CASTLE AVENUE | ANNISTON | AL | 36205 | 630545948 | 501(C)(3) | $5,636 | COVID-19 RELIEF FUND GRANT, PROGRAM SUPPORT |
| ETOWAH FREE COMMUNITY CLINIC | |||||||
| PO BOX 8622 | GADSDEN | AL | 35902 | 820562064 | 501(C)(3) | $18,038 | COVID-19 RELIEF FUND GRANT, CARDIAC CARE |
| GADSDEN CITY SCHOOLS | |||||||
| 1026 CHESTNUT STREET | GADSDEN | AL | 35901 | 453302246 | 501(C)(3) | $52,000 | PROJECT AWARE ADVANCING WELLNESS AND RESILIENCE IN EDUCATION, ADVANCING WELLNESS AND RESILIENCE IN EDUCATION |
| GIRLS SCOUTS OF NORTH-CENTRAL ALABAMA | |||||||
| 105 HEATHERBROOKE PARK DRIVE | BIRMINGHAM | AL | 35242 | 630288834 | 501(C)(3) | $5,156 | COVID-19 RELIEF FUND GRANT, BUILDING FEMALE LEADERS OF TOMORROW BY GETTING GIRL SCOUTS INTO THE OUTDOORS AT CAMP COTTAQUILLA |
| INTERFAITH MINISTRIES INC | |||||||
| PO BOX 1444 | ANNISTON | AL | 36202 | 630851160 | 501(C)(3) | $23,136 | COVID-19 RELIEF FUND GRANT, STANDARDS FOR EXCELLENCE, CHRISTMAS CLEARING HOUSE, MEALS ON WHEELS PROGRAM, GREATEST NEED OR OPERATIONS, GENERAL SUPPORT, MEALS ON WHEELS PROGRAM EXPENSES, FOR MEALS ON WHEELS, GIFT IN MEMORY OF NAN CHRISTIAN ROY FROM STEVE CHRISTIAN, STOCK GIFT |
| PRESBYTERIAN COLLEGE | |||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | 570314408 | 501(C)(3) | $8,732 | ANNUAL DISTRIBUTION FOR EDUCATION |
| GRACE ST PAUL'S EPISCOPAL CHURCH | |||||||
| 2331 EAST ADAMS STREET | TUCSON | AZ | 85719 | 311629166 | 501(C)(3) | $10,000 | GENERAL USE, OPERATING FUND |
| GREATER BIRMINGHAM MINISTRIES INC | |||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | 630577439 | 501(C)(3) | $15,000 | 2ND INSTALLMENT FOR HARD TO COUNT GRANT |
| SIGHT SAVERS AMERICA | |||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | 300188234 | 501(C)(3) | $59,017 | VISION PROGRAM, PRE-K FOLLOW UP EYE CARE PROGRAM, HEALTHCARE FOR THE UNDERSERVED |
| HEALTH SERVICES CENTER | |||||||
| PO BOX 1347 | ANNISTON | AL | 36202 | 630993592 | 501(C)(3) | $20,425 | HSC STRINGFELLOW HEPATITIS GRANT |
| HISPANIC INTEREST COALITION OF ALABAMA | |||||||
| 117 SOUTHCREST DRIVE | BIRMINGHAM | AL | 35209 | 631225764 | 501(C)(3) | $37,915 | IMPLEMENTING ACTIVITIES AND NEW CIVIC ENGAGMENT ORGANIZER, TO FOCUS ON A STATEWIDE MEDIA BUY IN SPANISH LANGUAGE MEDIA, CONTINUANCES OF CENSUS EFFORTS THROUGH THE END OF SEPTEMBER |
| IMPACT ALABAMA | |||||||
| 1901 6TH AVENUE NORTH SUITE 2400 | BIRMINGHAM | AL | 35203 | 200850212 | 501(C)(3) | $8,929 | FOCUS FIRST: A HIGH TECH VISION CARE |
| JSU FOUNDATION THE ROCK HOUSE | |||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 36265 | 590790962 | 501(C)(3) | $20,000 | BIG IDEA GRANT - BREATHE EASIER |
| LAKESIDE HOSPICE | |||||||
| 4010 MASTERS ROAD | PELL CITY | AL | 35125 | 631035850 | 501(C)(3) | $32,711 | WE CANNOT CHANGE THE OUTCOME, BUT WE CAN AFFECT THE JOURNEY |
| LINEVILLE CITY COUNCIL | |||||||
| PO BOX 247 | LINEVILLE | AL | 36266 | 636001310 | 501(C)(3) | $10,000 | OPEN SPACES SACRED PLACES |
| MCWANE SCIENCE CENTER | |||||||
| 200 19TH STREET NORTH | BIRMINGHAM | AL | 35203 | 581933712 | 501(C)(3) | $10,000 | TO PURCHASE AN ALABAMA PRE-HISTORIC GIANT SLOTH |
| MENTONE EDUCATIONAL RESOURCES FOUNDATION | |||||||
| PO BOX 107 | MENTONE | AL | 35984 | 631147880 | 501(C)(3) | $22,975 | COVID-19 RELIEF FUND GRANT, THE BIG IDEA - PATHWAYS TO COMMUNITY |
| NEVER SURRENDER | |||||||
| PO BOX 1098 | GADSDEN | AL | 35902 | 274313165 | 501(C)(3) | $6,300 | FINANCIAL ASSISTANCE/CLIENT SERVICES PROGRAM, STANDARDS FOR EXCELLENCE, OPERATIONAL SUPPORT |
| PIEDMONT HISTORICAL SOCIETY | |||||||
| 130 NORTH CENTER AVENUE | PIEDMONT | AL | 36272 | 630940258 | 501(C)(3) | $6,583 | SOUTHERN RAILROAD DEPOT MUSEUM REVITALIZATION PROJECT |
| PRESBYTERIAN HOME FOR CHILDREN | |||||||
| PO BOX 577 | TALLADEGA | AL | 35161 | 630307953 | 501(C)(3) | $8,113 | TRANSITION TO ADULT LIVING, GENERAL SUPPORT, PROGRAM SUPPORT, IN MEMORY OF FELIX YARBORO |
| PUBLIC LIBRARY OF ANNISTON AND CALHOUN COUNTY | |||||||
| 108 E 10TH STREET | ANNISTON | AL | 36201 | 631606283 | 501(C)(3) | $8,445 | CHILDREN'S DEPARTMENT BREASTFEEDING UNIT ACQUISITION PROJECT, INTERNATIONAL PROJECT CANADA, ANNUAL DISTRIBUTION |
| REACH OUT AND READ - ALABAMA | |||||||
| 19 SOUTH JACKSON STREET | MONTGOMERY | AL | 36104 | 630798492 | 501(C)(3) | $7,156 | EARLY MATH BOOK COUNT |
| SAMFORD UNIVERSITY OFFICE OF FINANCIAL AID | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | 630312914 | 501(C)(3) | $20,000 | SAMFORD UNIVERSITY BULLDOG CLUB UNRESTRICTED USE, SAMFORD UNIVERSITY BULLDOG CLUB UNRESTRICTED USE FOR THE BASKETBALL PROGRAM |
| SERVANTS IN FAITH AND TECHNOLOGY (SIFAT) | |||||||
| 2944 COUNTY ROAD 113 | LINEVILLE | AL | 36266 | 630776048 | 501(C)(3) | $14,198 | OPEN SPACES SACRED PLACES, ADA ACCESS PROJECT, FOR GENERAL USE IN MEMORY OF A LOVING SISTER, BARBARA ANNE COSPER |
| SMILE-A-MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | 630907544 | 501(C)(3) | $8,364 | PROGRAMS FOR FAMILIES IMPACTED BY CHILDHOOD CANCER, SMILE-A-MILE HOSPITAL OUTREACH PROGRAMMING FOR FAMILIES IMPACTED BY CHILDHOOD CANCER |
| ST JOSEPH'S ON-THE-MOUNTAIN EPISCOPAL CHURCH | |||||||
| PO BOX 161 | MENTONE | AL | 35981 | 311629166 | 501(C)(3) | $12,450 | COVID-19 RELIEF FUND GRANT, OPEN SPACES SACRED PLACES GRANT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $5,750 | GENERAL SUPPORT, FOR PROGRAM EXPENSES |
| ST MICHAEL'S MEDICAL CLINIC | |||||||
| PO BOX 1884 | ANNISTON | AL | 36202 | 825246184 | 501(C)(3) | $41,802 | COVID-19 CARE PROGRAM, COVID-19 HEALTH FUND, THE CARE OF COVID-19 PATIENTS IN MEMORY OF TROY PAGE, HEALTHCARE FOR HTE UNDERSERVED, INDIGENT CARE |
| VOICES FOR ALABAMA'S CHILDREN | |||||||
| PO BOX 4576 | MONTGOMERY | AL | 36103 | 582020321 | 501(C)(3) | $21,943 | HTC COLLABORATIVE, EXTENSION OF SOCIAL MEDIA CAMPAIGN INTO MAY, AS WELL AS EXPAND THE SCOPE INTO ZIP CODES NOT PREVIOUSLY TARGETED |
| YMCA OF COOSA VALLEY | |||||||
| 100 WALNUT STREET | GADSDEN | AL | 35901 | 630436456 | 501(C)(3) | $31,033 | SUMMER CAMP SCHOLARSHIP PROGRAM, RISK TEEN BOXING PROGRAM, COVID-19 RELIEF FUND GRANT, PREVENTIVE RESTORATVIE HEALTH INITIATIVE PRIHI PHASE 2, CHILDCARE LEARNING PROGRAM |
| TALLADEGA COLLEGE | |||||||
| 627 W BATTLE STREET | TALLADEGA | AL | 35160 | 630288870 | 501(C)(3) | $7,964 | HALE WOODRUFF CONVERSATION VILLAGE - BIG IDEA GRANT, STRENGTHENING ORGANIZATIONAL CAPACITY TO PROVIDE AND DELIVER HEALTHCARE SERVICES TO STUDENTS |
| TEACH FOR AMERICA INC | |||||||
| 2301 1ST AVENUE NORTH SUITE 105 | BIRMINGHAM | AL | 35203 | 133541913 | 501(C)(3) | $40,000 | CENSUS OUTREACH |
| THE ARC OF CALHOUN AND CLEBURNE COUNTIES | |||||||
| 401 NOBLE STREET | ANNISTON | AL | 36201 | 630749696 | 501(C)(3) | $25,954 | COVID-19 RELIEF FUND GRANT, SUMMER DAY CAMP FOR CHILDREN, STANDARDS FOR EXCELLENCE |
| THE CHURCH OF ST MICHAEL AND ALL ANGELS | |||||||
| 1000 WEST 18TH STREET | ANNISTON | AL | 36201 | 630366281 | 501(C)(3) | $11,000 | COVID-19 RELIEF FUND GRANT, GENERAL USE, OPERATIONAL FUND |
| THE COUNCIL ON AGING OF ETOWAH COUNTY INC | |||||||
| 623 BROAD STREET | GADSDEN | AL | 35901 | 630987267 | 501(C)(3) | $14,657 | THE COUNCIL OF AGING DENTAL PROGRAM, COVID-19 RELIEF FUND GRANT, ETOWAH COUNTY GUARDIANSHIP MONITORING PROGRAM, STANDARDS FOR EXCELLENCE |
| THE KID ONE TRANSPORT | |||||||
| 3535 7TH COURT SOUTH | BIRMINGHAM | AL | 35222 | 631165579 | 501(C)(3) | $11,875 | TRANSPORTATION TO CARE IN NORTHEAST ALABAMA |
| THE LEARNING TREE | |||||||
| 415 CASTLE AVENUE | ANNISTON | AL | 36205 | 630854115 | 501(C)(3) | $49,954 | LEAP INITIATIVE |
| THE SALVATION ARMY OF GADSDEN | |||||||
| 114 NORTH 11TH STREET | GADSDEN | AL | 35901 | 580660607 | 501(C)(3) | $9,500 | COVID-19 RELIEF FUND GRANT, GENERAL USE |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | 540506428 | 501(C)(3) | $11,643 | ANNUAL DISTRIBUTION |
| UNITED WAY OF CENTRAL ALABAMA INC | |||||||
| PO BOX 320189 | BIRMINGHAM | AL | 35232 | 630288846 | 501(C)(3) | $7,500 | FOR THE USE OF THE 3 LOCAL FOOD BANKS |
| UNITED WAY OF ETOWAH COUNTY | |||||||
| PO BOX 1175 | GADSDEN | AL | 35902 | 630375616 | 501(C)(3) | $5,047 | COVID-19 RELIEF FUND GRANT, 2020 CENSUS - NUTRITION ASSISTANCE PARTNERSHIP, LONG TERM RECOVERY |
| WEST ANNISTON FOUNDATION | |||||||
| 800 CLYDESDALE AVENUE | ANNISTON | AL | 36201 | 522362680 | 501(C)(3) | $8,468 | COVID-19 RELIEF FUND GRANT, WELLNESS INTERVENTIONS INTEGRATING NUTRITION |
| WHORTON BEND BAPTIST CHURCH | |||||||
| 2820 WHORTON BEND ROAD | GADSDEN | AL | 35901 | 630858158 | 501(C)(3) | $24,000 | GENERAL USE, OPERATING FUND |
| YMCA OF CALHOUN COUNTY | |||||||
| PO BOX 1649 | ANNISTON | AL | 36202 | 630332253 | 501(C)(3) | $15,038 | ROCK STEADY BOXING HEALTH INITIATIVE, COVID-19 RELIEF FUND GRANT, UNRESTRICTED, PROGRAMS FOR WOMEN AND CHILDREN, GENERAL USE, FOR PROGRAM EXPENSES, ANNUAL DISTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 63 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIP/EDUCATION - AUBURN UNIVERSITY | 8 | $22,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - JACKSONVILLE STATE UNIVERSITY | 14 | $40,500 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA | 4 | $9,000 | FMV | SCHOLARSHIPS/EDUCATION |
| FMV | SCHOLARSHIPS/EDUCATION | |||
| SCHOLARSHIP/EDUCATION - NORTH CAROLINA STATE UNIVERSITY | 2 | $6,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIPS/EDUCATION - EMORY UNIVERSITY | 1 | $15,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIPS/EDUCATION - JEFFERSON STATE COMMUNITY COLLEGE | 2 | $10,000 | FMV | SCHOLARSHIPS/EDUCATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A COMPREHENSIVE PROCESS TO REVIEW, EVALUATE AND CLOSE EACH GRANT AND SCHOLARSHIP AWARD. THE PROCESS INCLUDES: - A PROPOSAL PROCESS TO ENSURE THE REQUEST IS IN LINE WITH FOUNDATION OBJECTIVES. - A WRITTEN SET OF GUIDELINES AND APPLICATION FOR ALL GRANT OR SCHOLARSHIP DISTRIBUTIONS. - SCREENING AND TRAINING OF ALL EXTERNAL VOLUNTEERS WHO WILL ASSIST IN THE REVIEW PROCESS. - A LIST OF ALL SCHOLARSHIP AND BOARD VOLUNTEERS AND STAFF IS MAINTAINED BASED ON A 3-YEAR REVIEW OF DISQUALIFIED PERSONS. - ALL SCHOLARSHIP APPLICANTS MUST SIGN THAT THEY ARE NOT RELATED TO ANY DISQUALIFIED PERSON. - A RANKING FOR EACH GRANT AND SCHOLARSHIP POOL IS BASED ON THE REVIEWERS' SCORES OF THE AWARD'S OBJECTIVE. - BOARD OF TRUSTEES HAS EXCLUSIVE FINAL DECISION ON ALL AWARDS. - WRITTEN SUMMARY OF THE AWARD AND THE PARAMETERS TO SUSTAIN THE AWARD. - SCHOLARSHIPS ARE EXCLUSIVELY DISTRIBUTED TO THE HIGHER EDUCATION INSTITUTION. - RANDOM SITE-VISITS TO CONTINUE THE RELATIONSHIP AND REVIEW THE PROGRESS. - RENEGOTIATE SIGNIFICANT GRANT TERMS OR EXPENDITURES BASED ON RELEVANT CHANGES. - FINAL GRANT REPORT TO SATISFACTORILY CLOSE THE GRANT DEPENDING ON TIMEFRAME (1-3 YEARS). - ALL GRANT AND SCHOLARSHIP APPLICATIONS ARE MAINTAINED ELECTRONICALLY ACCORDING TO THE FOUNDATION'S DOCUMENT RETENTION POLICY. - ALL AWARDED GRANT AND SCHOLARSHIP DOCUMENTATION IS MAINTAINED AND SCANNED. MOREOVER, IN COMPLIANCE WITH THE PENSION PROTECTION ACT (2006), THE FOUNDATION EXERCISES FULL CONTROL OVER THE REVIEW AND SELECTION OF ALL SCHOLARSHIP RECIPIENTS WITH NO INDEPENDENT COMMITTEE DELEGATED TO PERFORM THIS ROLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER S MADDOX | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $141,750 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,200 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,923 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,710 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $169,583 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTS MARKETING GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | POTTS MARKETING GROUP, LLC IS OWNED BY TOM POTTS,IMMEDIATE PAST BOARD CHAIR | RelationshipDescriptionTxt |
| Transaction | $20,475 | TransactionAmt |
| Transaction | FOUNDATION HIRED POTTS MARKETING GROUP, LLC FOR MARKETING PURPOSES. POTTS MARKETING GROUP, LLC WAS AWARDED THE CONTRACT IN A COMPETITIVE PROCESS. THE REQUEST FOR PROPOSAL FOR THE MARKETING PIECE WAS SENT TO TEN COMPANIES WITH FOUR COMPANIES RESPONDING. THERE WAS A SECOND MARKETING PIECE THAT WAS PART OF A COMPETITIVE PROCESS. THIS REQUEST FOR PROPOSAL WAS SENT TO THREE COMPANIES WITH TWO OF THEM RESPONDING. POTTS MARKEITNG GROUP, LLC WAS CHOSEN FOR THIS PROJECT BASED ON THEIR QUOTE BEING THE LOWEST FOR COMPARATIVE WORK AND BECAUSE THEY HAD MORE EXPERIENCE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,130 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER MISC | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,556 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHEN A CONTRIBUTION IS RECEIVED SUCH AS A SECURITY, IT IS THEN SOLD AND CONVERTED TO CASH AND RECORDED AS CONTRIBUTION REVENUE BASED UPON THE QUOTED MARKET PRICE ON THE DATE OF THE DONATION. THE FOUNDATION'S POLICY IS TO SELL ALL DONATED NON-CASH ASSETS AS SOON AS POSSIBLE. THE FOUNDATION USES AN AUCTION COMPANY TO LIQUIDATE DONATED PERSONAL PROPERTY. FROM TIME TO TIME THE FOUNDATION RECEIVES SPECIALIZED PERSONAL PROPERTY THAT IT SELLS TO QUALIFIED & STRATEGIC BUSINESSES TO ACHIEVE A HIGHER VALUE THAN WHAT CAN BE REALIZED IN AN AUCTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JENNIFER S. MADDOX, PRESIDENT & CEO OF THE FOUNDATION, IS A MINORITY SHAREHOLDER IN A BOARD MEMBER'S (TOMMIE GOGGANS) COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO, CFO AND ACCOUNTING FIRM PRESENT A COPY OF THE FORM 990 FOR DETAILED REVIEW BY THE ORGANIZATION'S BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IS COMPLETED FOR ALL VOLUNTEERS AND STAFF REGARDLESS OF THE CAPACITY OF THEIR SERVICE. THE FORM INCLUDES A SIGNATURE THAT CONFIRMS THAT THEY HAVE READ AND WILL ADHERE TO THE POLICY. IN ADDITION, EVERY BOARD MEETING AND MOST COMMITTEE MEETINGS BEGIN WITH A REVIEW OF THE CONFLICT OF INTEREST POLICY AND ASKS EACH PARTICIPANT TO FULLY DISCLOSE ANY CONFLICT OR BIAS THAT THEY HAVE WITH ANY AGENDA ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION RECOMMENDATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE REVIEW CONSISTS OF: 1) REVIEW BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ACTUAL COMPENSATION BUDGETED COMPARED WITH THE PROPOSED AMOUNT 2) REVIEW OF ACTUAL COMPENSATION IN COMPARISON TO OTHER STAFF 3) OBSERVING COMPARABLE SALARY DATA FROM THE COUNCIL OF FOUNDATIONS, FOR OTHER FOUNDATIONS IN THE U.S. THE COMPENSATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVE IN COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M., AS WELL AS, ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. THE FOUNDATION DOES NOT HAVE A COPY OF ITS FORM 1023. THE FOUNDATION TRIED TO OBTAIN A COPY FROM THE IRS BUT THE IRS HAS DESTROYED ALL RECORDS PRIOR TO 1940. THE FOUNDATION'S FORM 1023 IS DATED 1938. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M. AND ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. |
| FORM 990, PART IX, LINE 24E | TELEPHONE: PROGRAM SERVICE EXPENSES 15,739. MANAGEMENT AND GENERAL EXPENSES 3,027. FUNDRAISING EXPENSES 1,412. TOTAL EXPENSES 20,178. IN-KIND: PROGRAM SERVICE EXPENSES 19,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,444. UNREALIZED LOSS ON SPLIT-INTEREST AGREEMENT: PROGRAM SERVICE EXPENSES 18,319. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,319. PRINTING: PROGRAM SERVICE EXPENSES 7,022. MANAGEMENT AND GENERAL EXPENSES 2,898. FUNDRAISING EXPENSES 1,226. TOTAL EXPENSES 11,146. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 5,372. MANAGEMENT AND GENERAL EXPENSES 2,066. FUNDRAISING EXPENSES 827. TOTAL EXPENSES 8,265. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 5,197. MANAGEMENT AND GENERAL EXPENSES 770. FUNDRAISING EXPENSES 449. TOTAL EXPENSES 6,416. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 2,208. MANAGEMENT AND GENERAL EXPENSES 912. FUNDRAISING EXPENSES 386. TOTAL EXPENSES 3,506. WEBSITE: PROGRAM SERVICE EXPENSES 630. MANAGEMENT AND GENERAL EXPENSES 260. FUNDRAISING EXPENSES 110. TOTAL EXPENSES 1,000. SECURITY MONITORING: PROGRAM SERVICE EXPENSES 431. MANAGEMENT AND GENERAL EXPENSES 122. FUNDRAISING EXPENSES 55. TOTAL EXPENSES 608. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 382. MANAGEMENT AND GENERAL EXPENSES 158. FUNDRAISING EXPENSES 67. TOTAL EXPENSES 607. |
| FORM 990, PART XII, LINE 2C | THE FOUNDATION HAS NOT CHANGED EITHER THE OVERSIGHT OR SELECTION PROCESS SINCE THE PRIOR RETURN. |
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