2020-08-17T15:02:10-05:00 2019-09-30 630965059 RUSSELL THOMPSON BUTLER & HOUSTON LLP PO BOX 70106 MOBILE AL 36670 990 2018-10-01 630695166 THE COMMUNITY FOUNDATION OF SOUTH ALABAMA COMM 2514385591 PO BOX 990 MOBILE AL 36601 REBECCA D BYRNE PRESIDENT 2514385591 2020-08-17 1 CAROLYN F MCKEAN P00621079 2514735550 2020-08-17 69.85.231.146 2020-08-17 14:10:21 CD P A36FD1469FEE3A96604401E54571046873C26CDD 1A3DF7B1038E391957119F6AD5CE16F1DBF3257D 2018 2020-09-22 18:59:49Z REBECCA D BYRNE PO BOX 990 MOBILE AL 36601 8345878 0 X WWW.COMMUNITYFOUNDATIONSA.ORG X 1976 AL 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." 18 18 7 0 0 0 2829544 3042332 0 0 3240113 4117582 922316 956502 6991973 8116416 3780965 3368687 0 0 589648 506113 0 0 200646 1384295 1315527 5754908 5190327 1237065 2926089 79211728 80061394 575224 321749 78636504 79739645 X 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." 0 0 4584191 3368687 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. 4584191 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 11 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL X X X REBECCA BYRNE 2514385591 PO BOX 990 MOBILE AL 36601 ROBERT HIGGINS CHAIRMAN 0.40 X X 0 0 0 SAM COVERT CHAIRMAN 0.30 X X 0 0 0 MARY KATHLEEN MILLER SECRETARY 0.30 X X 0 0 0 MARK HIERONYMUS TREASURER 0.30 X X 0 0 0 TOM BATES DIRECTOR 0.30 X 0 0 0 WILLIAM GREG DORRIETY DIRECTOR 0.40 X 0 0 0 ROBERT JONES DIRECTOR 0.10 X 0 0 0 TAY MORRISSETTE DIRECTOR 0.10 X 0 0 0 ASHLEY RAMSAY-NAILE DIRECTOR 0.10 X 0 0 0 MARY TUCKER DIRECTOR 0.10 X 0 0 0 SUSAN W TURNER DIRECTOR 0.10 X 0 0 0 MARIETTA URQUHART DIRECTOR 0.30 X 0 0 0 CYNTHIA ZIPPERLY DIRECTOR 0.10 X 0 0 0 ALVIN HOPE DIRECTOR 0.20 X 0 0 0 MEGAN YOUNG DIRECTOR 0.10 X 0 0 0 BILL MCNAIR DIRECTOR 0.30 X 0 0 0 JAMES WHEELER DIRECTOR 0.10 X 0 0 0 JEREMIAH NEWELL DIRECTOR 0.20 X 0 0 0 REBECCA D BYRNE PRESIDENT 40.00 X 147513 0 0 147513 0 0 1 0 0 0 0 3042332 190883 3042332 1679895 1679895 2662498 4651 229420 42 2433078 4609 2437687 2437687 ADMINISTRATIVE FEES 561000 891915 891915 OTHER INCOME 561000 37352 37352 SPECIAL EVENT INCOME 900099 27235 27235 956502 8116416 956502 0 4117582 3368687 3368687 147513 22234 125279 311609 147783 163826 12200 12200 4714 4714 30077 30077 36687 36687 124136 124136 23124 392 22732 4829 1931 1256 1642 11454 4610 2966 3878 80808 32323 20794 27691 28148 893 26216 1039 5403 2161 1405 1837 50711 44386 6325 19612 653 18235 724 17002 8 16985 9 ADMINISTRATIVE FEES 891915 891915 INCOME DISTRIBUTIONS 9194 9194 MISCELLANEOUS 7791 5839 1952 0 ANNUITY COSTS 4191 4191 522 522 5190327 4584191 405490 200646 1137667 1326002 1095534 514000 21261 50527 1000996 269809 511763 731187 76441312 77439678 4191 0 79211728 80061394 22118 36430 265770 160908 76293 0 211043 124411 575224 321749 X 77106998 77585327 1529506 2154318 78636504 79739645 79211728 80061394 2926089 -1822948 0 X X 0 1 X 1 0 X 2948033 2304295 3735474 2457513 2700699 14146014 2948033 2304295 3735474 2457513 2700699 14146014 14146014 1276822 917061 947393 1099179 1273737 5514192 827766 825681 1212681 906995 922509 4695632 24355838 0.58080 0.67540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135 1624281 1526824 23610381 0 0 784970 39302 24447 4881 794944 715417 103075 33522 784970 727299 81530 9908 83504 715417 773906 64793 18610 92790 727299 913862 6907 55056 91807 773906 0 0 171000 171000 484914 175121 309793 85734 80722 5012 259348 13966 245382 731187 CHARITABLE GIFT ANNUITY LIABILITY 124411 124411 X 4829432 -1322861 -1322861 6152293 1964123 1964123 8116416 4464560 0 4464560 725767 725767 5190327 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. 1 CIVIC & COMMUNITY FOCUS GROUP (SEE ATTACHED) 128296 CIVIC & COMMUNITY EDUCATION FOCUS GROUP (SEE ATTACHED) 647326 EDUCATION ENVIRONMENT & ANIMALS FOCUS GROUP (SEE ATTACHED) 122699 ENVIROMENTAL & ANIMALS HEALTH FOCUS GROUP (SEE ATTACHED) 168754 HEALTH HUMAN SERVICES FOCUS GROUP (SEE ATTACHED) 862963 HUMAN SERVICES RECREATION FOCUS GROUP (SEE ATTACHED) 29250 RECREATION ARTS & CULTURE FOCUS GROUP (SEE ATTACHED) 159015 ARTS & CULTURE NO DESIGNATION 858756 VARIOUS RELIGIOUS AND WORSHIP FOCUS GROUP (SEE ATTCHED) 327643 RELIGIOUS & WORSHIP PART I, LINE 2: 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. X 4 190883 0 1 0 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. 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 1500000 COMMUNTY FOUNDATION OF SOUTH ALABAMA 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0