IMPACT AMERICA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
IMPACT AMERICA (EIN 20-0850212)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-16
IRS object ID
201921369349300327
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-05-16T08:39:33-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN630721243PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BORLAND BENEFIELD PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12101 HIGHLAND AVE S SUITE 500AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200850212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IMPACT AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIMPABusinessNameControlTxt
Phone2059340664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 6TH AVENUE N SUITE 2400AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH LOUISE SMITHPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2059340664PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY D CHANDLER CPAPreparerPersonNm
PTINP00744312PTIN
Phone2058027212PhoneNum
Preparation2019-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:42:39IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0A89EFE5A4A12570A026AD3A95368BA436CC8F54AtSubmissionCreationDeviceId
At Submission Filing Device IdAC5862DE4163689FF22EC53BDF7E82DC9E507B82AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARAH LOUISE SMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 6TH AVENUE N SUITE 2400AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,087,267GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IMPACTAMERICA.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO ENGAGE STUDENTS AND RECENT COLLEGE GRADUATES TO ADDRESS COMMUNITY NEEDS, EMPOWERING A GENERATION THROUGH COLLABORATIVE EFFORTS TO PROMOTE CHANGE IN THE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee187TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,868,026PYContributionsGrantsAmt
CY Contributions Grants$3,986,228CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$32,686PYOtherRevenueAmt
CY Other Revenue-$33,796CYOtherRevenueAmt
PY Total Revenue$2,835,340PYTotalRevenueAmt
CY Total Revenue$3,952,432CYTotalRevenueAmt
PY Grants And Similar Paid$70,430PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$123,161CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,783,148PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,708,654CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$81,756CYTotalFundraisingExpenseAmt
PY Other Expenses$1,231,472PYOtherExpensesAmt
CY Other Expenses$1,471,444CYOtherExpensesAmt
PY Total Expenses$3,085,050PYTotalExpensesAmt
CY Total Expenses$3,303,259CYTotalExpensesAmt
PY Revenues Less Expenses-$249,710PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$649,173CYRevenuesLessExpensesAmt
Total Assets BOY$877,155TotalAssetsBOYAmt
Total Assets EOY$1,578,262TotalAssetsEOYAmt
Total Liabilities BOY$153,568TotalLiabilitiesBOYAmt
Total Liabilities EOY$205,502TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$723,587NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,372,760NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO ENGAGE STUDENTS AND RECENT COLLEGE GRADUATES TO ADDRESS COMMUNITY NEEDS, EMPOWERING A GENERATION THROUGH COLLABORATIVE EFFORTS TO PROMOTE CHANGE IN THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,059,530ExpenseAmt
DescFOCUSFIRST: A HIGH TECH VISION CARE INITIATIVE PROVIDES A COST-EFFECTIVE DIRECT RESPONSE TO THE VISION PROBLEMS OF PRESCHOOL-AGED CHILDREN WHO LIVE IN URBAN AND RURAL COMMUNITIES ACROSS AMERICA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,000,679ExpenseAmt
Grant$118,693GrantAmt
DescSAVEFIRST: A HIGH QUALITY TAX PREPARATION INITIATIVE THAT TRAINS COLLEGE, GRADUATE, AND LAW STUDENTS TO PROVIDE FREE TAX PREPERATION SERVICES TO LOW-INCOME, WORKING FAMILIES-- ESPECIALLY TARGETING THOSE ELIGIBLE FOR THE EARNED INCOME TAX CREDITDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$456,755ExpenseAmt
DescAMERICORPS RELATED EXPENSES, COLLEGEFIRST INITIATIVE, AND STORIES FROM THE LINE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$268,559ExpenseAmt
Grant$4,468GrantAmt
DescSPEAKFIRST: AN ALABAMA STUDENT DEBATE INITIATIVE THAT ENRICHES THE ACADEMIC EXPERIENCE OF TALENTED AND MOTIVATED STUDENTS FROM THE BIRMINGHAM AREA SCHOOLS THROUGH PARTICIPATION IN AN "ALL-STAR" DEBATE TEAM AND COLLEGE PREPARATORY PROGRAM.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$268,559TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,468TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,785,523TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee187EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonREBEKAH MCMAHENPersonNm
Phone2059340664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 6TH AVENUE N SUITE 2400AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
EMILY G BRANUM
TREASURER1.00Yes (X)Yes (X)$0$0$0
RUSSELL BANNON
MEMBER1.00Yes (X)Yes (X)$0$0$0
BOB BATTLE
MEMBER1.00Yes (X)$0$0$0
NOELLE FLEMING-COLLINS
MEMBER1.00Yes (X)$0$0$0
PHILIP L HODGES
MEMBER1.00Yes (X)$0$0$0
DR VIRGINIA LOLLEY
MEMBER1.00Yes (X)$0$0$0
HEIDI SCHOONOVER
MEMBER1.00Yes (X)$0$0$0
MITESH SHAH
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DR MARJORIE LEE WHITE
MEMBER1.00Yes (X)$0$0$0
SARAH LOUISE SMITH
EXECUTIVE DIRECTOR40.00Yes (X)$118,714$0$699
REBEKAH MCMAHEN
FISCAL DIRECTOR40.00Yes (X)$33,796$0$601
STEPHEN BLACK
CHAIRMAN30.00Yes (X)$101,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$253,510TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,300TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$32,750FundraisingAmt
Government Grants$1,874,162GovernmentGrantsAmt
All Other Contributions$2,079,316AllOtherContributionsAmt
Noncash Contributions$159,662NoncashContributionsAmt
Total Contributions$3,986,228TotalContributionsAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$101,039OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$101,039OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$32,750ContriRptFundraisingEventAmt
Fundraising Direct Expenses$33,796FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$33,796TotalRevenueColumnAmt
Exclusion-$33,796ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,952,432TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$33,796ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$118,693TotalAmt
Program Services$118,693ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,468TotalAmt
Program Services$4,468ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$666,945TotalAmt
Program Services$575,953ProgramServicesAmt
Management And General$57,455ManagementAndGeneralAmt
Fundraising$33,537FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,009,983TotalAmt
Program Services$1,009,983ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,726TotalAmt
Program Services$20,479ProgramServicesAmt
Management And General$8,650ManagementAndGeneralAmt
Fundraising$2,597FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,516TotalAmt
Fundraising$1,516FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,957TotalAmt
Program Services$4,712ProgramServicesAmt
Management And General$8,245ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$62,163TotalAmt
Program Services$4,347ProgramServicesAmt
Management And General$57,816ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$100,621TotalAmt
Program Services$76,358ProgramServicesAmt
Management And General$24,263ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$369,825TotalAmt
Program Services$350,621ProgramServicesAmt
Management And General$6,969ManagementAndGeneralAmt
Fundraising$12,235FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$79,601TotalAmt
Management And General$79,601ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,943TotalAmt
Management And General$22,943ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
AMCS MATCH$323,235$183,425$118,882$20,928
FOCUSFIRST$159,975$159,975
OTHER OPERATING COSTS$83,297$66,711$14,241$2,345
COMMUNICATION$73,280$63,770$6,858$2,652

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$152,031TotalAmt
Program Services$146,028ProgramServicesAmt
Management And General$57ManagementAndGeneralAmt
Fundraising$5,946FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,303,259TotalAmt
Program Services$2,785,523ProgramServicesAmt
Management And General$435,980ManagementAndGeneralAmt
Fundraising$81,756FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$312,637BOYAmt
EOY$789,533EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$295,012BOYAmt
EOY$472,735EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$101,039EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,525BOYAmt
EOY$9,575EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$438,305LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$234,375LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$256,379BOYAmt
EOY$203,930EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,602BOYAmt
EOY$1,450EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$877,155BOYAmt
EOY$1,578,262EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$150,156BOYAmt
EOY$205,502EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,412BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,568BOYAmt
EOY$205,502EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$314,912BOYAmt
EOY$307,172EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$408,675BOYAmt
EOY$1,065,588EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$723,587BOYAmt
EOY$1,372,760EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$877,155BOYAmt
EOY$1,578,262EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$649,173ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,599,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,023,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,459,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,868,026CurrentTaxYearMinus1YearAmt
Current Tax Year$3,924,166CurrentTaxYearAmt
Total$12,874,169TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,599,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,023,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,459,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,868,026CurrentTaxYearMinus1YearAmt
Current Tax Year$3,924,166CurrentTaxYearAmt
Total$12,874,169TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$12,874,169PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,368CurrentTaxYearMinus3YearsAmt
Total$1,550TotalAmt
FieldValueIRS element (for citing)
Total Support$12,875,719TotalSupportAmt
Public Support CY1700.99990PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$30,000PoliticalExpendituresAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$243,180CurrentYearMinus3Amt
Current Year Minus2$259,518CurrentYearMinus2Amt
Current Year Minus1$305,887CurrentYearMinus1Amt
Total$808,585TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,212,878LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$25,000CurrentYearMinus3Amt
Current Year Minus2$25,000CurrentYearMinus2Amt
Current Year Minus1$20,000CurrentYearMinus1Amt
Current Year$30,000CurrentYearAmt
Total$100,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$60,795CurrentYearMinus3Amt
Current Year Minus2$64,880CurrentYearMinus2Amt
Current Year Minus1$76,472CurrentYearMinus1Amt
Total$202,147TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$303,221GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationLOBBYING ACTIVITIES TO SECURE A STATE APPROPRIATION FOR STATEWIDE INITIATIVES.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$411,305OtherCostOrOtherBasisAmt
Depreciation$233,025DepreciationAmt
Book Value$178,280BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,000OtherCostOrOtherBasisAmt
Depreciation$1,350DepreciationAmt
Book Value$25,650BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$203,930TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,986,228TotalRevEtcAuditedFinclStmtAmt
Other Revenue$33,796OtherRevenueAmt
Revenue Not Reported$33,796RevenueNotReportedAmt
Revenue Subtotal$3,952,432RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,952,432TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,337,055TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$33,796OtherExpensesIncludedAmt
Expenses Not Reported$33,796ExpensesNotReportedAmt
Expenses Subtotal$3,303,259ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,303,259TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:AS OF JUNE 30, 2018, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURNS FOR THE YEAR 2015 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:OTHER FUNDRAISING EXPENSES 33,796.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 33,796.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BIRMINGHAM BRIGHTEST TRIVIAEvent1Nm
Gross Receipts Event1$20,750GrossReceiptsEvent1Amt
Charitable Contri Event1$20,750CharitableContriEvent1Amt
Cash Prizes Event1$10,000CashPrizesEvent1Amt
Rent Facility Costs Event1$13,749RentFacilityCostsEvent1Amt
Event2MEMPHIS BRIGHTEST TRIVIAEvent2Nm
Gross Receipts Event2$12,000GrossReceiptsEvent2Amt
Charitable Contri Event2$12,000CharitableContriEvent2Amt
Cash Prizes Event2$5,000CashPrizesEvent2Amt
Other Direct Expenses Event2$5,047OtherDirectExpensesEvent2Amt
Gross Receipts Total$32,750GrossReceiptsTotalAmt
Charitable Contributions Tot$32,750CharitableContributionsTotAmt
Cash Prizes Total Events$15,000CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,749RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$5,047OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$33,796DirectExpenseSummaryEventsAmt
Net Income Summary-$33,796NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
RSVP- ETOWAH CO
800 FORREST AVENUEGASDENAL35901631106420$2,000REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
UNITED WAY OF EAST CENTRAL ALABAMA
PO BOX 1122ANNISTONAL36202630350957$5,250REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
UNITED WAY OF MADISON COUNTY
701 ANDREW JACKSON WAYHUNTSVILLEAL35801630366294$2,000REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
UNITED WAY OF SOUTHWEST ALABAMA
PO DRAWER 89MOBILEAL36601630351568$6,000REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
UNIVERSITY OF WEST ALABAMA
STATION 47LIVINGSTONAL35470636001100$3,300REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
WIREGRASS UNITED WAY
545 WEST MAIN STDOTHANAL36301264031179$4,000REIMBURSEMENT FOR EXPENSES INCURRED AS SUBGRANTEE ON THE IRS VITA GRANT.
SOUTH CAROLINA THRIVE
2211 ALPINE ROAD EXTENSIONCOLUMBIASC29223901011409$27,950REIMBURSEMENT FOR EXPENSES INCURRED AS SOUTH CAROLINA BLUECROSS BLUESHIELD GRANT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeDIRECT ASSISTANCE TO INDIVIDUALSGrantTypeTxt
Cash Grant$4,468CashGrantAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonPHILIP HODGESPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBER AND PARTNER AT REDMONT CAPITALRelationshipDescriptionTxt
Transaction$101,039TransactionAmt
TransactionOUTSTANDING NOTE RECEIVABLE FOR THE PURCHASE OF INVESTMENT THAT WAS DONATED TO THE ORGANIZATION IN THE CURRENT YEAR.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OFFICE IN-KIND4$50,897MARKET LEASE RATE
Yes (X)IN-KIND ADVERTISING1$5,890FAIR MARKET VALUE
Yes (X)VEHICLE IN-KIND1$1,791FAIR MARKET VALUE
Yes (X)IN-KIND PHONE AND IT SERVICES1$45FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PRESIDENT AND THE BOARD OF DIRECTORS REVIEWED THE 990 RETURN PRIOR TO THE FILING DEADLINE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE BOARD MEMBERS SIGN THE DISCLOSURE STATEMENT. ACCORDING TO BOARD POLICIES, IF A CONFLICT OF INTEREST IS NOTED, THE BOARD WILL EXAMINE THE UNDERLYING TRANSACTION TO DETERMINE WHETHER IT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE REVIEWS ACCOMPLISHMENTS AND FUNDRAISING FOR THE YEAR AS WELL AS COMPENSATION REPORTS AND DEVELOPS A RECOMMENDATION RELATED TO COMPENSATION FOR THE PRESIDENT AND EXECUTIVE DIRECTOR. THE RECOMMENDATION IS PRESENTED FOR REVIEW AND APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. FOR OTHER EMPLOYEES, THE PRESIDENT AND EXECUTIVE DIRECTOR JOINTLY RECOMMEND THEIR MERIT INCREASE AND BONUS. THE OVERALL AMOUNT IS APPROVED BY THE BOARD DURING THE BUDGET PROCESS.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUESTS MADE TO THE ORGANIZATION'S HEADQUARTERS.

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