COMMUNITY FOUNDATION OF SOUTH ALABAMA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF SOUTH ALABAMA (EIN 63-0695166)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202002309349302820
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T15:02:10-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630965059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL THOMPSON BUTLER & HOUSTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70106 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36670 | 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 | 630695166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF SOUTH | BusinessNameLine1Txt |
| Business Name Line2 | ALABAMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2514385591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA D BYRNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2514385591 | PhoneNum |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN F MCKEAN | PreparerPersonNm |
| PTIN | P00621079 | PTIN |
| Phone | 2514735550 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.85.231.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 14:10:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A36FD1469FEE3A96604401E54571046873C26CDD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A3DF7B1038E391957119F6AD5CE16F1DBF3257D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA D BYRNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,345,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITYFOUNDATIONSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,829,544 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,042,332 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,240,113 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,117,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $922,316 | PYOtherRevenueAmt |
| CY Other Revenue | $956,502 | CYOtherRevenueAmt |
| PY Total Revenue | $6,991,973 | PYTotalRevenueAmt |
| CY Total Revenue | $8,116,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,780,965 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,368,687 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $589,648 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $506,113 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $200,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,384,295 | PYOtherExpensesAmt |
| CY Other Expenses | $1,315,527 | CYOtherExpensesAmt |
| PY Total Expenses | $5,754,908 | PYTotalExpensesAmt |
| CY Total Expenses | $5,190,327 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,237,065 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,926,089 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,211,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,061,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $575,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $321,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,636,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,739,645 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,584,191 | ExpenseAmt |
| Grant | $3,368,687 | GrantAmt |
| Desc | THE FOUNDATION'S PROGRAM SERVICE ACTIVITY CONSISTS OF AWARDING GRANTS TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS, BASED ON BOARD OF DIRECTORS' APPROVAL AND CATEGORIES AS REQUESTED BY DONORS. CATEGORIES INCLUDE ANTI-CRIME AND ABUSE, ARTS AND CULTURE, CIVIC AND COMMUNITY, EDUCATION, ENVIRONMENTAL,HEALTH, HUMAN SERVICES, AND RECREATION. A DETAILED SCHEDULE OF GRANTS PAID CAN BE FOUND IN SCHEDULE I. | Desc |
| Total Program Service Expenses | $4,584,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 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 |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA BYRNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514385591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT HIGGINS | ||||||
| CHAIRMAN | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM COVERT | ||||||
| CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY KATHLEEN MILLER | ||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK HIERONYMUS | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM BATES | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM GREG DORRIETY | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JONES | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TAY MORRISSETTE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY RAMSAY-NAILE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARY TUCKER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SUSAN W TURNER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MARIETTA URQUHART | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA ZIPPERLY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ALVIN HOPE | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MEGAN YOUNG | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| BILL MCNAIR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMES WHEELER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JEREMIAH NEWELL | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| REBECCA D BYRNE | ||||||
| PRESIDENT | 40.00 | Yes (X) | $147,513 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,513 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,042,332 | AllOtherContributionsAmt |
| Noncash Contributions | $190,883 | NoncashContributionsAmt |
| Total Contributions | $3,042,332 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679,895 | TotalRevenueColumnAmt |
| Exclusion | $1,679,895 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,662,498 | SecuritiesAmt |
| Other | $4,651 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,420 | SecuritiesAmt |
| Other | $42 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,433,078 | SecuritiesAmt |
| Other | $4,609 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,437,687 | TotalRevenueColumnAmt |
| Exclusion | $2,437,687 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $891,915 | $891,915 |
| OTHER INCOME | 561000 | $37,352 | $37,352 |
| SPECIAL EVENT INCOME | 900099 | $27,235 | $27,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $956,502 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,116,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $956,502 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,117,582 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,368,687 | TotalAmt |
| Program Services | $3,368,687 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,513 | TotalAmt |
| Program Services | $22,234 | ProgramServicesAmt |
| Management And General | $125,279 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,609 | TotalAmt |
| Program Services | $147,783 | ProgramServicesAmt |
| Fundraising | $163,826 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,200 | TotalAmt |
| Program Services | $12,200 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,714 | TotalAmt |
| Program Services | $4,714 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,077 | TotalAmt |
| Program Services | $30,077 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,687 | TotalAmt |
| Management And General | $36,687 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,136 | TotalAmt |
| Management And General | $124,136 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,124 | TotalAmt |
| Program Services | $392 | ProgramServicesAmt |
| Management And General | $22,732 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,829 | TotalAmt |
| Program Services | $1,931 | ProgramServicesAmt |
| Management And General | $1,256 | ManagementAndGeneralAmt |
| Fundraising | $1,642 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,454 | TotalAmt |
| Program Services | $4,610 | ProgramServicesAmt |
| Management And General | $2,966 | ManagementAndGeneralAmt |
| Fundraising | $3,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,808 | TotalAmt |
| Program Services | $32,323 | ProgramServicesAmt |
| Management And General | $20,794 | ManagementAndGeneralAmt |
| Fundraising | $27,691 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,148 | TotalAmt |
| Program Services | $893 | ProgramServicesAmt |
| Management And General | $26,216 | ManagementAndGeneralAmt |
| Fundraising | $1,039 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,403 | TotalAmt |
| Program Services | $2,161 | ProgramServicesAmt |
| Management And General | $1,405 | ManagementAndGeneralAmt |
| Fundraising | $1,837 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,711 | TotalAmt |
| Program Services | $44,386 | ProgramServicesAmt |
| Management And General | $6,325 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,612 | TotalAmt |
| Program Services | $653 | ProgramServicesAmt |
| Management And General | $18,235 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,002 | TotalAmt |
| Program Services | $8 | ProgramServicesAmt |
| Management And General | $16,985 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $891,915 | $891,915 | ||
| INCOME DISTRIBUTIONS | $9,194 | $9,194 | ||
| MISCELLANEOUS | $7,791 | $5,839 | $1,952 | $0 |
| ANNUITY COSTS | $4,191 | $4,191 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522 | TotalAmt |
| Management And General | $522 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,190,327 | TotalAmt |
| Program Services | $4,584,191 | ProgramServicesAmt |
| Management And General | $405,490 | ManagementAndGeneralAmt |
| Fundraising | $200,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,667 | BOYAmt |
| EOY | $1,326,002 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,534 | BOYAmt |
| EOY | $514,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,261 | BOYAmt |
| EOY | $50,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,000,996 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $269,809 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,763 | BOYAmt |
| EOY | $731,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,441,312 | BOYAmt |
| EOY | $77,439,678 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,191 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,211,728 | BOYAmt |
| EOY | $80,061,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,118 | BOYAmt |
| EOY | $36,430 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,770 | BOYAmt |
| EOY | $160,908 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,293 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,043 | BOYAmt |
| EOY | $124,411 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,224 | BOYAmt |
| EOY | $321,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,106,998 | BOYAmt |
| EOY | $77,585,327 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,506 | BOYAmt |
| EOY | $2,154,318 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,636,504 | BOYAmt |
| EOY | $79,739,645 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,211,728 | BOYAmt |
| EOY | $80,061,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,926,089 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,822,948 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $2,948,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,304,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,735,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,457,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,700,699 | CurrentTaxYearAmt |
| Total | $14,146,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,948,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,304,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,735,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,457,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,700,699 | CurrentTaxYearAmt |
| Total | $14,146,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $14,146,014 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,276,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $917,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $947,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,099,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,273,737 | CurrentTaxYearAmt |
| Total | $5,514,192 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $827,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $825,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,212,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $922,509 | CurrentTaxYearAmt |
| Total | $4,695,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,355,838 | TotalSupportAmt |
| Public Support CY170 | 0.58080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE FEES - 2014 AMOUNT: $ 790,042. 2015 AMOUNT: $ 763,150. 2016 AMOUNT: $ 843,798. 2017 AMOUNT: $ 867,580. 2018 AMOUNT: $ 891,915. OTHER INCOME - 2014 AMOUNT: $ 37,724. 2015 AMOUNT: $ 62,531. 2016 AMOUNT: $ 368,883. 2017 AMOUNT: $ 39,415. 2018 AMOUNT: $ 30,594. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 135 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,624,281 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,526,824 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $23,610,381 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $784,970 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,302 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,447 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,881 | AdministrativeExpensesAmt |
| End Year Balance | $794,944 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $715,417 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $103,075 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $33,522 | AdministrativeExpensesAmt |
| End Year Balance | $784,970 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $727,299 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $81,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,908 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $83,504 | AdministrativeExpensesAmt |
| End Year Balance | $715,417 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $773,906 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,610 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $92,790 | AdministrativeExpensesAmt |
| End Year Balance | $727,299 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $913,862 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,907 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,056 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $91,807 | AdministrativeExpensesAmt |
| End Year Balance | $773,906 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $171,000 | OtherCostOrOtherBasisAmt |
| Book Value | $171,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $484,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,121 | DepreciationAmt |
| Book Value | $309,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,722 | DepreciationAmt |
| Book Value | $5,012 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $259,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,966 | DepreciationAmt |
| Book Value | $245,382 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $731,187 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $124,411 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $124,411 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,829,432 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,322,861 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,322,861 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,152,293 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,964,123 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,964,123 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,116,416 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,464,560 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,464,560 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $725,767 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $725,767 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,190,327 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2019, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 1,964,123. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 725,767. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|
| CIVIC & COMMUNITY FOCUS GROUP (SEE ATTACHED) | |
| $128,296 | CIVIC & COMMUNITY |
| EDUCATION FOCUS GROUP (SEE ATTACHED) | |
| $647,326 | EDUCATION |
| ENVIRONMENT & ANIMALS FOCUS GROUP (SEE ATTACHED) | |
| $122,699 | ENVIROMENTAL & ANIMALS |
| HEALTH FOCUS GROUP (SEE ATTACHED) | |
| $168,754 | HEALTH |
| HUMAN SERVICES FOCUS GROUP (SEE ATTACHED) | |
| $862,963 | HUMAN SERVICES |
| RECREATION FOCUS GROUP (SEE ATTACHED) | |
| $29,250 | RECREATION |
| ARTS & CULTURE FOCUS GROUP (SEE ATTACHED) | |
| $159,015 | ARTS & CULTURE |
| NO DESIGNATION | |
| $858,756 | VARIOUS |
| RELIGIOUS AND WORSHIP FOCUS GROUP (SEE ATTCHED) | |
| $327,643 | RELIGIOUS & WORSHIP |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE GENERALLY ISSUED TO NON-PROFIT ORGANIZATIONS WITHIN THE U.S. THAT ARE CONFIRMED AS BEING A QUALIFIED 501(C)(3) CHARITABLE, RELIGIOUS, EDUCATIONAL, OR PHILANTHROPIC TAX-EXEMPT ORGANIZATION. A COPY OF EACH GRANTEE'S 501(C)(3) IS KEPT ON FILE. GRANT EVALUATIONS ARE REQUIRED ON CERTAIN GRANTS TO MEASURE IMPACT AND ENSURE CRITERIA ARE FOLLOWED. THE FOUNDATION OCCASIONALLY MAKES GRANTS TO NON TAX-EXEMPT ORGANIZATIONS AND MUST CONDUCT EXPENDITURE RESPONSIBILITY TO ENSURE THE GRANT WAS USED FOR CHARITABLE PURPOSES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $190,883 | NoncashContributionsRptF990Amt |
| 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE IS EMAILED A COPY FOR REVIEW. THE 990 IS POSTED TO THE ORGANIZATION'S WEBSITE. THE BOARD OF DIRECTORS ARE NOTIFIED WHEN THE 990 IS POSTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | POSSIBLE CONFLICTS OF INTEREST REPORTED BY OFFICERS, DIRECTORS, AND EMPLOYEES ARE FURTHER REVIEWED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR ALL EMPLOYEES, INCLUDING THE CEO/PRESIDENT, THE ORGANIZATION COMPARES SALARY WITH OTHER NON-PROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS, SPECIFICALLY IN THE SOUTHEAST REGION OF THE U.S., FOR A FAIR RANGE OF COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION WHEN REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE LAST FOUR YEARS ARE AVAILABLE AT ITS WEBSITE AT: HTTP://WWW.COMMUNITYFOUNDATIONSA.ORG/ABOUT-US/ |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| CFSA PROPERTIES I LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | $0 | COMMUNTY FOUNDATION OF SOUTH ALABAMA |
| CFSA PROPERTIES II LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | $0 | COMMUNTY FOUNDATION OF SOUTH ALABAMA |
| CFSA PROPERTIES III LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | $1,500,000 | COMMUNTY FOUNDATION OF SOUTH ALABAMA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ISRAEL AND SYLVIA GOLDBERG FAMILY | ||||||||||
| PO BOX 990 | MOBILE | AL | 36601 | 631268283 | CHARITY | AL | 501(C)(3) | LINE 11A, I | COMMUNITY FOUNDATION OF SOUTH ALABAMA | 0 |
| ANN B HEARIN FOUNDATION | ||||||||||
| PO BOX 990 | MOBILE | AL | 36601 | 820886146 | CHARITY | AL | 501(C)(3) | LINE 11A, I | COMMUNITY FOUNDATION OF SOUTH ALABAMA | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments