COMMUNITY FOUNDATION OF NORTHEAST ALABAMA: Form 990, tax year 2018
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- Organization
- COMMUNITY FOUNDATION OF NORTHEAST ALABAMA (EIN 63-0308398)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-14
- IRS object ID
- 202000459349300145
- Schema version
- 2018v3.1
- 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 | 2020-02-14T15:47:18-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-02-14 | 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 |
| Preparation | 2020-02-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.51.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-14 | IPDt |
| IP Tm | 09:58:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FE5331252EC516313DE39FF95BF980E466CC677 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 56E0BC33CA1654A59506440B8116EFC91B392966 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | 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 | $11,425,228 | 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 | 21 | TotalEmployeeCnt |
| Total Volunteers | 105 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,485,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,467,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $769,064 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $752,058 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,274,090 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,787,085 | CYInvestmentIncomeAmt |
| PY Other Revenue | $372,801 | PYOtherRevenueAmt |
| CY Other Revenue | $656,454 | CYOtherRevenueAmt |
| PY Total Revenue | $4,901,879 | PYTotalRevenueAmt |
| CY Total Revenue | $5,663,170 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,568,064 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,424,325 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $698,920 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $858,478 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $187,381 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,520,253 | PYOtherExpensesAmt |
| CY Other Expenses | $1,496,102 | CYOtherExpensesAmt |
| PY Total Expenses | $3,787,237 | PYTotalExpensesAmt |
| CY Total Expenses | $3,778,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,114,642 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,884,265 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,628,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,932,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,477,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,762,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,151,169 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,169,756 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $3,223,234 | ExpenseAmt |
| Grant | $1,424,325 | GrantAmt |
| Revenue | $4,254,658 | 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. | Desc |
| Total Program Service Expenses | $3,223,234 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 | 8 | 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM POTTS | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AL SHUMAKER | ||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDALL COLE | ||||||
| BOARD TREASURER/F&I COMMITTEE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY COOK | ||||||
| SECRETARY/AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| 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 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA STEDHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY AMMONS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANDA PATEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLAIR GOODGAME | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIA BENNETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER S MADDOX | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $142,950 | $0 | $26,002 | |
| DEBORAH PFLEDDERER | ||||||
| CFO | 40.00 | Yes (X) | $71,000 | $0 | $24,945 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $213,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,947 | 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 | $1,467,573 | AllOtherContributionsAmt |
| Noncash Contributions | $19,076 | NoncashContributionsAmt |
| Total Contributions | $1,467,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN & PROJECT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $752,058 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $752,058 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $752,058 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,441,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,441,199 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $731,397 | 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 | $731,397 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $731,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $731,397 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,107,944 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,762,058 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,345,886 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,345,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,345,886 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $4,596 | $4,596 | |
| LOSS ON IMPAIRMENT OF ASSETS | 900099 | -$79,539 | -$79,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$74,943 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,663,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,191,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,596 | 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 | $1,267,825 | TotalAmt |
| Program Services | $1,267,825 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,500 | TotalAmt |
| Program Services | $156,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,750 | TotalAmt |
| Program Services | $127,948 | ProgramServicesAmt |
| Management And General | $49,501 | ManagementAndGeneralAmt |
| Fundraising | $35,301 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,949 | TotalAmt |
| Program Services | $343,664 | ProgramServicesAmt |
| Management And General | $45,342 | ManagementAndGeneralAmt |
| Fundraising | $18,943 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,352 | TotalAmt |
| Program Services | $24,483 | ProgramServicesAmt |
| Management And General | $6,372 | ManagementAndGeneralAmt |
| Fundraising | $3,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,896 | TotalAmt |
| Program Services | $122,735 | ProgramServicesAmt |
| Management And General | $26,157 | ManagementAndGeneralAmt |
| Fundraising | $8,004 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,531 | TotalAmt |
| Program Services | $35,554 | ProgramServicesAmt |
| Management And General | $6,994 | ManagementAndGeneralAmt |
| Fundraising | $3,983 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,450 | TotalAmt |
| Management And General | $15,450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,555 | TotalAmt |
| Program Services | $8,115 | ProgramServicesAmt |
| Management And General | $1,080 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,073 | TotalAmt |
| Program Services | $9,470 | ProgramServicesAmt |
| Management And General | $1,684 | ManagementAndGeneralAmt |
| Fundraising | $919 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,748 | TotalAmt |
| Program Services | $16,311 | ProgramServicesAmt |
| Management And General | $3,480 | ManagementAndGeneralAmt |
| Fundraising | $1,957 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,681 | TotalAmt |
| Program Services | $20,522 | ProgramServicesAmt |
| Management And General | $2,044 | ManagementAndGeneralAmt |
| Fundraising | $1,115 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,201 | TotalAmt |
| Program Services | $28,164 | ProgramServicesAmt |
| Management And General | $7,790 | ManagementAndGeneralAmt |
| Fundraising | $4,247 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,617 | TotalAmt |
| Program Services | $80,655 | ProgramServicesAmt |
| Management And General | $5,377 | ManagementAndGeneralAmt |
| Fundraising | $3,585 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,799 | TotalAmt |
| Program Services | $4,169 | ProgramServicesAmt |
| Management And General | $4,145 | ManagementAndGeneralAmt |
| Fundraising | $485 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $724,472 | $457,794 | $172,569 | $94,109 |
| OTHER PROGRAM EXPENSES | $317,019 | $316,797 | $144 | $78 |
| UNREALIZED LOSS ON SPLI | $90,851 | $90,851 | ||
| EQUIPMENT AND SUPPLIES | $46,939 | $41,926 | $3,243 | $1,770 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,697 | TotalAmt |
| Program Services | $69,751 | ProgramServicesAmt |
| Management And General | $16,918 | ManagementAndGeneralAmt |
| Fundraising | $9,028 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778,905 | TotalAmt |
| Program Services | $3,223,234 | ProgramServicesAmt |
| Management And General | $368,290 | ManagementAndGeneralAmt |
| Fundraising | $187,381 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $391,582 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,639 | BOYAmt |
| EOY | $567,685 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,452 | BOYAmt |
| EOY | $73,395 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,442 | BOYAmt |
| EOY | $5,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,472,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $961,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674,170 | BOYAmt |
| EOY | $2,510,798 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,821,719 | BOYAmt |
| EOY | $41,299,066 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $999,998 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,547 | BOYAmt |
| EOY | $84,143 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,628,969 | BOYAmt |
| EOY | $45,932,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,240 | BOYAmt |
| EOY | $203,799 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,543 | BOYAmt |
| EOY | $375,675 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $194,144 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,953,017 | BOYAmt |
| EOY | $2,988,877 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,477,800 | BOYAmt |
| EOY | $3,762,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,062,188 | BOYAmt |
| EOY | $27,328,481 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,411,840 | BOYAmt |
| EOY | $168,289 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,677,141 | BOYAmt |
| EOY | $14,672,986 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,151,169 | BOYAmt |
| EOY | $42,169,756 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,628,969 | BOYAmt |
| EOY | $45,932,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,884,265 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,865,678 | 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 | $1,484,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,216,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,250,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,488,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,467,573 | CurrentTaxYearAmt |
| Total | $7,906,990 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,484,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,216,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,250,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,488,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,467,573 | CurrentTaxYearAmt |
| Total | $7,906,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,249,585 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,657,405 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,260,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,924,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,889,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,247,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,441,199 | CurrentTaxYearAmt |
| Total | $9,763,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,670,489 | TotalSupportAmt |
| Public Support CY170 | 0.37680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37180 | 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 | $1,988 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,988 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,778,905 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,780,893 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $339,045 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $84,761 | 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 | $277,139 | CurrentYearMinus3Amt |
| Current Year Minus2 | $325,385 | CurrentYearMinus2Amt |
| Current Year Minus1 | $339,443 | CurrentYearMinus1Amt |
| Current Year | $339,045 | CurrentYearAmt |
| Total | $1,281,012 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,921,518 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,181 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,625 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,628 | CurrentYearMinus1Amt |
| Current Year | $1,988 | CurrentYearAmt |
| Total | $6,422 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,285 | CurrentYearMinus3Amt |
| Current Year Minus2 | $81,346 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,861 | CurrentYearMinus1Amt |
| Current Year | $84,761 | CurrentYearAmt |
| Total | $320,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $480,380 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $286,071 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $282,620 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,763,429 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,739,970 | BeginningYearBalanceAmt |
| Contributions | $911,142 | ContributionsAmt |
| Investment Earnings Or Losses | -$163,332 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,055,678 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $135,101 | AdministrativeExpensesAmt |
| End Year Balance | $31,297,001 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53100 | 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 | $888,340 | DepreciationAmt |
| Book Value | $2,057,203 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,266 | DepreciationAmt |
| Book Value | $9,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,510,798 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS - DUE TO OTHER ORGANIZATIONS | $2,761,982 |
| CHARITABLE GIFT ANNUNITY LIABILITY | $226,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,988,877 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,797,492 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,865,678 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,865,678 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,663,170 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,663,170 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,778,905 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,778,905 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,778,905 | 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, 2019 AND 2018, 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 CURRENT YEAR AUDIT. ALL ACCUMULATED CHANGES EFFECTING THE ENDOWMENT WERE RECORDED ON LINE 1E IN THE CURRENT 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 (51 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) | $8,708 | FOR EDUCATION |
| ALABAMA POLICY INSTITUTE | |||||||
| 2213 MORRIS AVENUE FIRST FLOOR | BIRMINGHAM | AL | 35203 | 630809568 | 501(C)(3) | $16,500 | FOR OPERATIONS, UNRESTRICTED |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE | |||||||
| 1826 6TH AVENUE SOUTH | IRONDALE | AL | 35210 | 474352872 | 501(C)(3) | $15,000 | CENSUS 2020 WORK |
| ARC OF CALHOUN & CLEBURNE COUNTIES | |||||||
| 401 NOBLE STREET | ANNISTON | AL | 36201 | 630749696 | 501(C)(3) | $18,794 | SUMMER DAY CAMP PROGRAM, PROGRAM SUPPORT, GENERAL OPERATIONS AND ARTS OF WORD PROGRAM |
| BIG BROTHERS BIG SISTERS OF NORTHEAST ALABAMA (BBBS) | |||||||
| PO BOX 1304 | ANNISTON | AL | 36202 | 630847018 | 501(C)(3) | $14,465 | PROGRAM EXPENSES, MENTORING PROGRAM, GENERAL OPERATING AND PURCHASE OF PROGRAM CURRICULUM AND AGE SPECIFIC CHILD SAFETY TRAINING |
| ALABAMA GIVING INC | |||||||
| 110 OFFICE PARK DRIVE 300 | BIRMINGHAM | AL | 35223 | 481266328 | 501(C)(3) | $17,560 | CENSUS 2020 WORK |
| ANNISTON MUSEUMS AND GARDENS | |||||||
| PO BOX 1587 | ANNISTON | AL | 36202 | 630738501 | 501(C)(3) | $20,000 | TO COMPLETE PORCELAIN BIRD PROJECT AT ANNISTON MUSEUM OF NATURAL HISTORY |
| CHILDREN'S SERVICES INC | |||||||
| PO BOX 670 | ANNISTON | AL | 36202 | 630642802 | 501(C)(3) | $9,292 | FOR OPERATIONS, THE PARRIS HOME |
| CITY OF ANNISTON | |||||||
| 4309 MCCLELLAN BOULEVARD | ANNISTON | AL | 36206 | 636001182 | 501(C)(3) | $24,196 | REMOVAL OF UNSAFE AND UNHEALTHY ABANDONED STRUCTURES |
| COLUMBIA THEOLOGICAL SEMINARY | |||||||
| PO BOX 520 | DECATUR | GA | 30031 | 580566165 | 501(C)(3) | $11,610 | FOR EDUCATION |
| BLACK BELT COMMUNITY FOUNDATION | |||||||
| PO BOX 2020 | SELMA | AL | 36702 | 631270745 | 501(C)(3) | $32,500 | CENSUS 2020 WORK |
| CHILDREN'S HOSPITAL OF ALABAMA | |||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | 630307306 | 501(C)(3) | $5,812 | FOR TEEN DRIVER SAFETY PROGRAM AND THINK FIRST INJURY PREVENTION PROGRAM |
| COOSA RIVERKEEPERS | |||||||
| 102-B CROFT STREET CHELSEA | BIRMINGHAM | AL | 35242 | 273430200 | 501(C)(3) | $10,061 | COOSA RIVER SWIM GUIDE AND OPERATIONS |
| BOYS & GIRLS CLUB OF ECA | |||||||
| PO BOX 2347 | ANNISTON | AL | 36202 | 630516163 | 501(C)(3) | $19,021 | OPERATING EXPENSES, GENERAL USE, EDUCATION COMPUTER PROGRAM, AND THE FITNESS CHALLENGE PROGRAM |
| CALHOUN CLEBURNE CHILDREN'S CENTERINC | |||||||
| 2100 LEIGHTON AVENUE | ANNISTON | AL | 36207 | 631053356 | 501(C)(3) | $9,485 | FOR CHILD ABUSE COUNSELING AND ADVOCACY AND OPERATIONS |
| FAMILY SUCCESS CENTER OF ETOWAH COUNTY | |||||||
| 821 BROAD STREET | GADSDEN | AL | 35903 | 631287103 | 501(C)(3) | $12,800 | HELPING FAMILIES FAMILY COUNSELOR |
| FIRST PRESBYTERIAN CHURCH OF ANNISTON | |||||||
| 1701 HENRY ROAD | ANNISTON | AL | 36202 | 630375725 | 501(C)(3) | $20,865 | FOR OPERATIONS, GENERAL EXPENSES, AND EDUCATION |
| CLAY COUNTY COMMUNITY FOODBANK | |||||||
| 83192 HIGHWAY 9 | ASHLAND | AL | 36251 | 630843032 | 501(C)(3) | $5,735 | TO PURCHASE FOOD |
| CLAY COUNTY HEALTHCARE AUTHORITY | |||||||
| 83825 HIGHWAY 9 | ASHLAND | AL | 36251 | 636002184 | 501(C)(3) | $6,171 | FOR CANCER AWARENESS CAMPAIGN |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | |||||||
| 107 WALTER DAVIS DRIVE | BIRMINGHAM | AL | 35209 | 630837956 | 501(C)(3) | $29,694 | TO PURCHASE FOOD |
| EAST CENTRAL ALABAMA UNITED CEREBRAL PALSY | |||||||
| 415 CASTLE AVENUE | ANNISTON | AL | 36205 | 630545948 | 501(C)(3) | $6,325 | FOR GENERAL OPERATING, PROGRAM SUPPORT, AND ELECTRICAL WORK |
| HEALTH SERVICES CENTER | |||||||
| PO BOX 1347 | ANNISTON | AL | 36202 | 630993592 | 501(C)(3) | $42,564 | HEPATITIS GRANT |
| EASTERSEALS OF THE BIRMINGHAM AREA | |||||||
| 2713 3RD AVENUE SOUTH | BIRMINGHAM | AL | 35233 | 630320188 | 501(C)(3) | $21,150 | FOR EXPANDING PROVISION OF EQUITABLE HEALTHCARE IN ST. CLAIR COUNTY |
| INDEPENDENT READINGCOUNSELING SERVICES | |||||||
| PO BOX 1143 | ANNISTON | AL | 36202 | 201099075 | 501(C)(3) | $9,333 | TO PURCHASE NEW LEARNING SOFTWARE, BOOKS/WORKBOOKS, LEARNING GAMES, AND HEALTHY SNACKS -- EDUCATIONAL MENTAL HEALTH AWARENESS TRAINING AND OPERATIONS |
| INTERFAITH MINISTRIES INC | |||||||
| PO BOX 1444 | ANNISTON | AL | 36202 | 630851160 | 501(C)(3) | $64,750 | FOR HOME STABILITY PROGRAM, ADULT DENTAL PROGRAM, AND EMERGENCY ASSISTANCE TO FAMILIES WITH DISADVANTAGED CHILDREN, OPERATING, EMERGENCY ASSISTANCE PRESCRIPTION PROGRAM, MEALS ON WHEELS, CHRISTMAS CLEARING HOUSE, AND PROGRAM EXPENSES |
| PRESBYTERIAN COLLEGE | |||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | 570314408 | 501(C)(3) | $8,708 | FOR EDUCATION |
| RAINBOW OMEGA INC | |||||||
| PO BOX 740 | EASTABOGA | AL | 36260 | 631036500 | 501(C)(3) | $92,810 | FOR GENERAL USE AND FOR CARE AND SUPPORT OF PERSONS WITH MENTAL OR PHYSICAL DISABILITIES |
| EXTENDED FAMILY FOR KIDS | |||||||
| PO BOX 26 | CENTRE | AL | 35960 | 262107421 | 501(C)(3) | $6,150 | FAMILY FOR KIDS TRAINING WORKSHOPS |
| SIGHT SAVERS AMERICA | |||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | 300188234 | 501(C)(3) | $61,128 | FOR CHILDREN'S HEALTH AND VISION SCREENINGS AND PRE-K FOLLOW-UP EYE CARE PROGRAM |
| FAMILY LINKS | |||||||
| 265 RUCKER STREET | ANNISTON | AL | 36205 | 943423129 | 501(C)(3) | $11,071 | LINKED UP INTENSIVE OUTPATIENT PROGRAM |
| GADSDEN STATE COMMUNITY COLLEGE CARDINAL FOUNDATION | |||||||
| PO BOX 8265 | GADSDEN | AL | 35902 | 460730246 | 501(C)(3) | $13,431 | UTILIZING TECHNOLOGY TO TEACH AND TO VALIDATE COMPETENCE |
| GREATER BIRMINGHAM MINISTRIES INC | |||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | 630577439 | 501(C)(3) | $15,000 | CENSUS 2020 WORK |
| HELPING EVERY AREA RESIDENT TO SUCCEED (HEARTS) | |||||||
| 20840 MAIN STREET | RANBURNE | AL | 36273 | 631270917 | 501(C)(3) | $7,868 | FOR CANCER RELIEF SERVICES PROGRAM |
| HISPANIC INTEREST COALITION OF ALABAMA | |||||||
| PO BOX 190299 | BIRMINGHAM | AL | 35219 | 631225764 | 501(C)(3) | $22,500 | CENSUS 2020 WORK |
| IMPACT ALABAMA | |||||||
| 1901 6TH AVENUE NORTH SUITE 2400 | BIRMINGHAM | AL | 35203 | 200850212 | 501(C)(3) | $5,038 | FOR FOCUS FIRST-TECH VISION CARE INITIATIVE |
| JACKSONVILLE STATE UNIVERSITY (JSU) | |||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 36265 | 636001099 | 501(C)(3) | $10,800 | FOR OUT OF THE SHADOWS MENTAL HEALTH SUMMIT 2019 |
| LAKESIDE HOSPICE | |||||||
| 4010 MASTERS ROAD | PELL CITY | AL | 35125 | 631035850 | 501(C)(3) | $29,691 | FOR FACING THE END OF LIFE JOURNEY PROGRAM |
| MENTONE EDUCATIONAL RESOURCES FOUNDATION | |||||||
| PO BOX 107 | MENTONE | AL | 35984 | 631147880 | 501(C)(3) | $7,729 | FOR ARTS EDUCATION AND TUTORING FOR DISADVANTAGED YOUTH |
| ONE WORLD ADVENTURE | |||||||
| 215 GRANDE AVENUE SW SUITE A | FORT PAYNE | AL | 35967 | 800246136 | 501(C)(3) | $11,386 | FOR DEKALB COUNTY YOUTH SERVICES RIDE TO FOCUS PROGRAM |
| PARKER MEMORIAL BAPTIST CHURCH | |||||||
| PO BOX 2104 | ANNISTON | AL | 36202 | 000001674 | 501(C)(3) | $7,000 | FOR TOUCHING OUR WORLD MISSIONS OFFERING AND GENERAL USE |
| PIEDMONT CITY SCHOOLS | |||||||
| 502 HOOD STREET | PIEDMONT | AL | 36272 | 636001037 | 501(C)(3) | $20,636 | FOR MPOWER PIEDMONT |
| PIEDMONT HEALTH CARE CENTER AUTHORITY | |||||||
| 30 ROUNDTREE DRIVE | PIEDMONT | AL | 36272 | 631287238 | 501(C)(3) | $12,047 | FOR THE HEALING POWER OF MUSIC FOR DEMENTIA AND ALZHEIMER'S PROGRAM |
| PIEDMONT HISTORICAL SOCIETY | |||||||
| 130 NORTH CENTER AVENUE | PIEDMONT | AL | 36272 | 630940258 | 501(C)(3) | $22,866 | FOR THE RAIL ROAD DEPOT MUSEUM |
| SAFE HAVEN COUNSELING | |||||||
| PO BOX 7842 | OXFORD | AL | 36203 | 812865566 | 501(C)(3) | $7,856 | FOR COUNSELING SERVICES |
| ST MICHAEL'S MEDICAL CLINIC | |||||||
| PO BOX 1884 | ANNISTON | AL | 36202 | 825246184 | 501(C)(3) | $33,612 | FOR HEALTHCARE SUPPLIES, EXPANSION PROJECT AND GENERAL USE |
| THE CHURCH OF ST MICHAEL AND ALL ANGELS | |||||||
| PO BOX 1884 | ANNISTON | AL | 36202 | 630366281 | 501(C)(3) | $11,200 | FOR UNRESTRICTED, GENERAL OPERATING, AND CAPITAL CAMPAIGN |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23277 | 540506428 | 501(C)(3) | $11,610 | FOR EDUCATION |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | 866050388 | 501(C)(3) | $6,200 | FOR THE ARIZONA STATE MUSEUM, ARIZONA PUBLIC MEDIA, WELLNESS CAMP FOR AMERICAN INDIAN YOUTH, AND GENERAL USE |
| VOICES FOR ALABAMA'S CHILDREN | |||||||
| PO BOX 4576 | MONTGOMERY | AL | 36103 | 582020321 | 501(C)(3) | $15,000 | CENSUS 2020 WORK |
| YMCA OF COOSA VALLEY | |||||||
| 100 WALNUT STREET | GADSDEN | AL | 35901 | 630436456 | 501(C)(3) | $17,050 | FOR RESTORATIVE HEALTH INITIATIVE |
| YWCA OF BIRMINGHAM | |||||||
| 309 NORTH 23RD STREET | BIRMINGHAM | AL | 35203 | 630288882 | 501(C)(3) | $5,571 | FOR EMERGENCY ASSISTANCE FOR VICTIMS OF DOMESTIC VIOLENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | 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 | 7 | $16,500 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - JACKSONVILLE STATE UNIVERSITY | 7 | $23,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA | 4 | $15,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA AT BIRMINGHAM | 3 | $10,500 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIP/EDUCATION - EMORY UNIVERSITY | 1 | $15,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIPS/EDUCATION - JEFFERSON STATE COMMUNITY COLLEGE | 2 | $10,000 | FMV | SCHOLARSHIPS/EDUCATION |
| SCHOLARSHIPS/EDUCATION - UNIVERSITY OF NORTH ALABAMA | 2 | $5,500 | 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 |
| 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 | $9,904 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,098 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $168,952 | 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, BOARD CHAIRMAN | RelationshipDescriptionTxt |
| Transaction | $23,930 | 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. POTTS MARKETING GROUP, LLC WAS CHOSEN BECAUSE THEIR QUOTE WAS THE LOWEST FOR COMPARATIVE WORK. | 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 | $81,339 | 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 | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,521 | 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 (9 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 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 APPROVAL 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 WOULD BE 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 11G | HR SERVICES: PROGRAM SERVICE EXPENSES 8,115. MANAGEMENT AND GENERAL EXPENSES 1,080. FUNDRAISING EXPENSES 360. TOTAL EXPENSES 9,555. |
| FORM 990, PART IX, LINE 24E | REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 17,256. MANAGEMENT AND GENERAL EXPENSES 3,969. FUNDRAISING EXPENSES 2,196. TOTAL EXPENSES 23,421. PRINTING: PROGRAM SERVICE EXPENSES 14,617. MANAGEMENT AND GENERAL EXPENSES 5,172. FUNDRAISING EXPENSES 2,699. TOTAL EXPENSES 22,488. IN-KIND: PROGRAM SERVICE EXPENSES 17,779. MANAGEMENT AND GENERAL EXPENSES 838. FUNDRAISING EXPENSES 457. TOTAL EXPENSES 19,074. TELEPHONE : PROGRAM SERVICE EXPENSES 7,237. MANAGEMENT AND GENERAL EXPENSES 2,376. FUNDRAISING EXPENSES 1,188. TOTAL EXPENSES 10,801. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,071. MANAGEMENT AND GENERAL EXPENSES 2,378. FUNDRAISING EXPENSES 1,297. TOTAL EXPENSES 10,746. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 2,119. MANAGEMENT AND GENERAL EXPENSES 799. FUNDRAISING EXPENSES 436. TOTAL EXPENSES 3,354. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 1,593. MANAGEMENT AND GENERAL EXPENSES 600. FUNDRAISING EXPENSES 327. TOTAL EXPENSES 2,520. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,236. MANAGEMENT AND GENERAL EXPENSES 466. FUNDRAISING EXPENSES 254. TOTAL EXPENSES 1,956. WEBSITE: PROGRAM SERVICE EXPENSES 543. MANAGEMENT AND GENERAL EXPENSES 207. FUNDRAISING EXPENSES 112. TOTAL EXPENSES 862. SECURITY MONITORING: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 113. FUNDRAISING EXPENSES 62. TOTAL EXPENSES 475. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION HAS NOT CHANGED NEITHER THE OVERSIGHT NOR SELECTION PROCESS SINCE THE PRIOR RETURN. |
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