2019-09-18T16:51:47-05:00 2017-09-30 721396621 Carr Riggs & Ingram LLC 3700 Colonnade Parkway Suite 300 Birmingham AL 35243 990 2016-10-01 582099274 Jefferson County Schools Public Education Foundation Inc JEFF 2053792216 2100 South 18th Street Birmingham AL 35209 RICHARD NAIL II PRESIDENT 2053792216 2019-09-18 1 Brian Barksdale P00185918 2059337822 64.128.246.202 2019-09-18 16:46:28 CD 6313202018094032ce02 2018-04-04 P BE14E3920A798D7C92908BBD41684234CB1D3E3E 049A292FAAFBE6FBA4AE5F84905D343D343FFA22 2016 2019-02-21 02:37:17Z X SALLY PRICE 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 555840 0 X www.jefcoed.com/foundation X 1992 AL TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 17 16 2 39 0 0 270213 396206 2690 0 498 1453 31644 37629 305045 435288 266806 308410 0 0 140078 115059 0 0 50094 73767 171657 480651 595126 -175606 -159838 406868 546415 0 0 406868 546415 TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 0 0 462956 308410 1610 TO BUILD BENEFICIAL BUSINESS AND COMMUNITY PARTNERSHIPS AND INCREASE AWARENESS OF NEEDS AND OPPORTUNITIES FOR JEFFERSON COUNTY SCHOOLS, TO REWARD INNOVATION IN CLASSROOM, TO PROMOTE OUT-STANDING TEACHING & STUDENT ACHIEVEMENT. 462956 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 X SALLY PRICE 2053792216 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 X CHAD HAGWOOD MEMBER 1.00 1.00 X 0 0 0 WADE COX MEMBER 1.00 1.00 X 0 0 0 ROCHELLE DUNN MEMBER 1.00 1.00 X 0 0 0 OSCAR MANN MEMBER 1.00 1.00 X 0 0 0 ROY HUDSON MEMBER 1.00 1.00 X 0 0 0 JAN PLYLER MEMBER 1.00 1.00 X 0 0 0 JENNIFER PARSONS MEMBER 1.00 1.00 X 0 0 0 D KIM MUNFORD MEMBER 1.00 1.00 X 0 0 0 DR CRAIG POUNCEY MEMBER 1.00 1.00 X 0 0 0 TERRI Q WILLIAMS MEMBER 1.00 1.00 X 0 0 0 CAROLYN BLACKWELL EVANS ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 DR BETSY ROGERS ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 WALKER JONES ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD A NAIL pRESIDENT 1.00 1.00 X 0 0 0 JONATHAN K PORTER VICE PRESIDENT 1.00 1.00 X 0 0 0 WENDI BOYEN TREASURER 1.00 1.00 X 0 0 0 MIKE HOBBS SECRETARY 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 X 396206 396206 1453 1453 158024 120552 37472 37472 OTHER REVENUE 900099 157 157 157 435288 1610 0 37472 X 179265 179265 129145 129145 115059 5055 60900 49104 9000 9000 6104 6104 6882 2918 3331 633 992 580 262 150 1380 966 207 207 FRANKLIN SCHOLARSHIP EX 49872 49872 STELLAR ADVANCED CANDID 41373 41373 LEADERSHIP ACADEMY EXPE 11314 11314 MISCELLANEOUS 9668 7396 2272 35072 35072 595126 462956 82076 50094 400118 541045 2000 2000 22530 19160 4750 3370 406868 546415 0 0 X 179424 227901 225444 316514 2000 2000 406868 546415 406868 546415 X -159838 299385 X X 0 1 X 1 0 X 610786 382404 290904 272903 396206 1953203 260968 224820 215761 166573 158024 1026146 871754 607224 506665 439476 554230 2979349 0 0 0 2979349 692 1068 720 498 1453 4431 692 1068 720 498 1453 4431 449 1109 9975 106 157 11796 872895 609401 517360 440080 555840 2995576 0.99460 0.99470 0.00150 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22530 19160 3370 3370 X 555840 120552 120552 435288 0 435288 715678 120552 120552 595126 0 595126 Part X, Line 2: The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As of September 30, 2017, the Foundation has no uncertain tax positions that qualify for disclosure in the financial statements. The Foundation files an annual Form 990 with the Internal Revenue Service, and its tax returns for the year 2014 and subsequent years remain subject to examination by tax authorities. Part XI, Line 2d - Other Adjustments: DIRECT EXPENSES OF FUNDRAISING EVENTS 120,552. Part XII, Line 2d - Other Adjustments: DIRECT EXPENSES OF FUNDRAISING EVENTS 120,552. X 0 AL SCHOOL COUPONS 131684 131684 99434 GONE FISHIN 26340 26340 21118 0 158024 158024 120552 120552 37472 1 JEFFERSON COUNTY BOARD OF EDUCATION 2100 18TH STREET SOUTH BIRMINGHAM AL 35209 636000945 19900 CSP SUPPLEMENTS BIRMINGHAM CITY BOARD OF EDUCATION 2015 PARK PLACE NORTH BIRMINGHAM AL 35203 636000767 12500 MCDOLLARS FOR TEACHERS OXFORD CITY BOARD OF EDUCATION 402 MAIN STREET OXFORD AL 36203 630587140 8000 MCDOLLARS FOR TEACHERS UNITED WAY OF CENTRAL ALABAMA 3600 8TH AVENUE SOUTH BIRMINGHAM AL 35222 630288846 3319 1515 UNITED WAY CHILDREN'S FUND GRANT BAGLEY ELEMENTARY SCHOOL 8581 TATE MILL ROAD DORA AL 35062 636000945 48314 FRANKLIN SCHOOL DONATION CORNER MIDDLE SCHOOL 10005 CORNER SCHOOL ROAD WARRIOR AL 35180 636000945 49411 FRANKLIN SCHOOL DONATION STELLAR PROGRAM STIPEND 2 1200 BELL AWARD RECIPIENTS 10 1000 FRANKLIN SCHOLARSHIP RECIPIENTS 25 116500 EDUCATOR GRANTS 2 10445 Form 990, Part VI, Section B, line 11b A MEETING WAS HELD AMONG THE TAX ACCOUNTANT, EXECUTIVE DIRECTOR, AND THE BOARD OF DIRECTORS TO DISCUSS AND APPROVE THE FORM 990 TAX RETURN BEFORE FILING IT WITH THE FEDERAL GOVERNMENT. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEY WILL PROVIDE A COPY OF SUCH DOCUMENTS TO ANYONE WHO REQUESTS IT FOR PURPOSES OF DONATIONS OR CREDIT INFORMATION. Form 990 Part VIII Lines 1f and 3 The amount for contributions and investment income reported on the originally filed return changed due to a revision of the audited financial statements. Form 990 Part IX Line 1 The total amount of grants to domestic organizations reported on the originally filed return changed due to a revision of the audited financial statements. Form 990, Part XI, line 9: Prior Period Adjustment 299,385. Form 990, Part XII, Line 2c: THE ORGANIZATION DID NOT CHANGE IT'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. Form 990 Part XI Line 9 The amended return reflects a prior period adjustment that was reported in the revised audited financial statements to correct an error in prior financial statements. The original return was filed before the error was discovered.