2019-01-23T15:54:48-05:00 2018-06-30 263516610 DONALD S KINNEY CPA PC 3732 VEST MILL ROAD Winston Salem NC 27103 990 2017-07-01 043795285 CLEMMONS COMMUNITY FOUNDATION INC CLEM PO BOX 567 CLEMMONS NC 27012 GREG BREWER VICE PRESIDENT 3366636794 2019-01-23 true DONALD S KINNEY P00008748 3367688000 2019-01-23 70.61.115.98 2019-01-23 15:56:15 69061320190233iqxt05 2019-01-23 P 9955C351799989EA17327A6CF22CADC68EEF2321 9955C351799989EA17327A6CF22CADC68EEF2321 2017 2019-02-21 02:37:17Z JOHN BOST 616960 false X CLEMMONSFOUNDATION.ORG X 2004 NC WE EXIST TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF CLEMMONS, LEWISVILLE, AND SURROUNDING COMMUNITIES BY CONNECTING PEOPLE AND RESOURCES IN WAYS THAT MEANINGFULLY TRANSFORM OUR COMMUNITIES WITH ACCESS, OPPORTUNITY, AND AN ENRICHED QUALITY OF LIFE FOR ALL RESIDENTS. 11 11 0 21 0 0 8306876 280655 0 1669206 336305 0 9976082 616960 25600 150887 0 29600 0 5508 75257 152414 100857 332901 9875225 284059 12499884 13496567 622 5518 12499262 13491049 X WE EXIST TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF CLEMMONS, LEWISVILLE, AND SURROUNDING COMMUNITIES BY CONNECTING PEOPLE AND RESOURCES IN WAYS THAT MEANINGFULLY TRANSFORM OUR COMMUNITIES WITH ACCESS, OPPORTUNITY, AND AN ENRICHED QUALITY OF LIFE FOR ALL RESIDENTS. true true 99785 76100 DONOR SERVICES: ASSISTED DONORS IN CONNECTING TO CAUSES THEY CARE ABOUT, STRUCTURING FUNDS AND PLANS TO ACHIEVE CHARITABLE GOALS, RESEARCH CAUSES AND PROVIDING INFORMATION. 76285 25000 CONDUCTED A FULL CLEMMONS-LEWISVILLE AREA NEEDS ASSESSMENT AND A YADKIN COUNTY ASSESSMENT TO INFORM AND SHAPE PROGRAMMING. THE PROCESS ALSO BECAME A COMMUNITY EDUCATION PROGRAM. 71755 49787 CONNECTING PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS THROUGH COMMUNITY-ENGAGED GRANT-MAKING FROM SCHOLARSHIP AND DISCRETIONARY FUNDS. 247825 true true false false false true false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 1 0 0 false false false false false false false false false false false false false false false X 11 11 false false true false false false false true true false false true true true true true true true false false NC X X DONALD KINNEY 3367688000 PO BOX 567 CLEMMONS NC 27012 X JOHN BOST PRESIDENT 5.00 0.00 X X 0 0 0 GREG BREWER VICE PRESIDENT 1.00 0.00 X X 0 0 0 JOANNA LYALL SECRETARY 1.00 0.00 X X 0 0 0 DONALD KINNEY TREASURER 4.00 0.00 X X 0 0 0 KEN BURKEL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL COMBEST DIRECTOR 1.00 0.00 X 0 0 0 JOHN CROUCH DIRECTOR 1.00 0.00 X 0 0 0 BRAD DAVIS DIRECTOR 1.00 0.00 X 0 0 0 MARK HESS DIRECTOR 1.00 0.00 X 0 0 0 KIRSTEN RUSS DIRECTOR 1.00 0.00 X 0 0 0 MARIA VERNON DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 false false false 280655 164000 280655 336305 336305 616960 336305 0 0 X 148387 148387 2500 2500 25000 22500 2250 250 2411 1096 1315 514 234 280 1675 1471 188 16 858 858 750 750 64826 64826 49275 44347 4928 6549 2000 499 4050 2908 2554 326 28 5650 4963 633 54 3426 3009 384 33 942 942 2661 1863 560 238 2765 1836 929 SUBSCRIPTIONS DUES 2443 2123 320 POSTAGE 383 336 43 4 PRINTINGCOPYING 472 415 53 4 UTILITIES 731 731 7775 6518 746 511 332901 247825 79568 5508 42698 266667 50729 155453 12406457 12910447 164000 12499884 13496567 622 5518 622 5518 X 812158 416602 11687104 13074447 12499262 13491049 12499884 13496567 284059 707728 0 X false false X 172396 110200 1020482 8306876 280655 9890609 172396 110200 1020482 8306876 280655 9890609 8674180 1216429 34104 48077 27727 1669206 336305 2115419 164000 164000 12170028 0.10000 0.10840 X 10 Facts and Circumstances Test Part II line 17a or 17b THE CLEMMONS COMMUNITY FOUNDATION UNEXPECTEDLY RECEIVED AN EXCEPTIONALLY LARGE BEQUEST IN THE YEAR ENDING 6/30/2017 FROM AN INDIVIDUAL UNRELATED TO ANY BOARD MEMBER. EXCEPT FOR THE LARGE BEQUEST GIFT, THE PERCENTAGE IN SCHEDULE A, LINE 14 WOULD EXCEED 33.33%. THE BOARD OF DIRECTORS ALL INDEPENDENT AND UNRELATED TO THE BEQUEST OR EACH OTHER, HAS CONTINUED ITS COMMUNITY SOLICITATIONS AS EVIDENCED ON ITS WEB SITE, WWW.CLEMMONSFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. ADDITIONALLY, THE BOARD HIRED ITS FIRST CEO IN 2017-2018 WHO WILL ASSIST THE BOARD IN FACILITATING ADDITIONAL GIFTS. 2 8 101954 178701 81500 66887 11227452 1846994 true true 12231070 101954 1027858 126287 258827 135996 12839772 1902665 8297893 2185983 47000 51657 56814 12231070 925731 1006407 -13405 6000 10068 1902665 934655 12459 845 13100 9128 925731 800001 156178 16468 5056 934655 1.00000 false false HOUSE AND LAND 164000 164000 Endowment funds intended uses (Part V, line 4) THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR ANNUAL GRANT MAKING FROM THE INVESTMENT EARNINGS TO FULFILL THE PERPETUAL PHILANTHROPIC INTENTIONS OF THE DONORS WHO CREATED THE FUND. true CLEMMONS UNITED METHODIST CHURCH 3700 CLEMMONS ROAD CLEMMONS NC 27012 560943736 501C3 5000 COMMUNITY FUND FOR EMERGENCY NEED SALPOINTE CATHOLIC HIGH SCHOOL 1545 R COPPER ST TUCSON AZ 85719 742382300 25000 PERFORMING ARTS PROGRAM YMCA OF NORTHWEST NC 301 N MAIN ST WINSTON SALEM NC 27101 560530015 34000 SUMMER LEARNING FOR YOUTH LOVE OUT LOUD 1650 IVY AVE WINSTON SALEM NC 27105 474085418 25000 YADKIN COMMUNITY ASSESSMENTPROGRAM DEV THE ARTS COUNCIL 251 SPRUCE ST N WINSTON SALEM NC 27101 560526856 5000 ART TRAINING FOR EDUCATORS EXCHANGE CLUB CHILD ABUSE PREVENTIO 500 W NORTHWEST BLVD WINSTON SALEM NC 27105 581443692 9287 PARENT EFFECTIVENESS TRAINING CANCER SERVICES INC 3175 MAPLEWOOD AVE WINSTON SALEM NC 27103 560656375 7500 PATIENT SUPPORT BIG BROTHER BIG SISTER 107 WESTDALE AVE NW WINSTON SALEM NC 27101 561161118 10000 YOUTH MENTORSHIP WINSTON SALEM FORSYTH CO SCHOOLS PO BOX 2513 WINSTON SALEM NC 27102 560795164 10000 SUPPORT TO CHILDREN IN NEED ARTS FOR LIFE 50 S FRENCH BROAD AVE 258 ASHEVILLE NC 28801 562250962 8000 ART THERAPY THE SERGEI FOUNDATION PO BOX 17256 WINSTON SALEM NC 27116 271016100 5000 ANIMAL WELFARE 11 Monitoring procedures (Part I, line 2) UNLESS UNRESTRICTED, ALL GRANTEES MUST FILE A REPORT WITH THE FOUNDATION DOCUMENTING THE OUTCOMES AND EXPENDITURES. STAFF REVIEWS REPORTS TO ENSURE EXPENDITURES COMPLIED WITH GRANT AMOUNT AWARDED AND PURPOSE. ANY EXCEPTIONS ARE REPORTED TO THE CEO/BOARD FOR ACTION. UNRESTRICTED GRANT AWARDS TO VETTED, QUALIFIED PUBLIC CHARITIES ARE ENCOURAGED, BUT NOT REQUIRED TO SUBMIT A SIMILAR REPORT.SCHOLARSHIP AWARDS TO DOMESTIC INDIVIDUALS ARE PAID TO THE STUDENTS EDUCATIONAL INSTITUTION DIRECTLY. THE FOUNDATION STAFF MONITORS STUDENT ENROLLMENT WITH THE SCHOOL IN WHICH THE STUDENT IS ENROLLED. X 1 164000 APPRAISAL false true false Organizational document changes Part VI line 4 THE ARTICLES AND BYLAWS WERE UPDATED AND FILED TO: A) IMPROVE STRUCTURAL ALIGNMENT WITH COMMUNITY FOUNDATION BEST PRACTICES AND B) INCLUDE PROVISION FOR BOARD OF DIRECTORS EMPLOYING A CEO AND TO PERMIT DELEGATION OF OPERATIONAL DECISIONS FROM THE BOARD TO THE CEO, WITH DECISIONS GUIDED BY BOARD POLICIES. Form 990 governing body review Part VI line 11 THE FOUNDATIONS TREASURER, A CPA, COMPLETES THE 990, WHICH THE CEO REVIEWS. ONCE FINALIZED, THE COMPLETED 990 IS REVIEWED BY ALL BOARD MEMBERS PRIOR TO FILING. Conflict of interest policy compliance Part VI line 12c ALL DIRECTORS, STAFF, AND VOLUNTEERS ARE REQUIRED ANNUALLY TO COMPLETE A FORM DISCLOSING ALL INTERESTS. FURTHER, THESE INDIVIDUALS ARE REQUIRED TO REMOVE THEMSELVES FROM DISCUSSION AND ANY VOTING IF A CONFLICT IS IDENTIFIED. THE TREASURER AND STAFF MONITOR DISCLOSURES AND ANY POTENTIAL CONFLICT OF INTEREST, WITH REMINDER, IF NEEDED, OF NECESSARY RECUSAL. CEO executive director top management comp Part VI line 15a THE FOUNDATIONS FIRST CEO WAS HIRED IN THE 2017-2018 FISCAL YEAR. COMPENSATION WAS DETERMINED BY THE BOARD BASED ON A REVIEW OF FIELD SALARY SURVEY REPORTS (COUNCIL ON FOUNDATIONS), AND LOCAL COMPARABLE POSITIONS, AND CANDIDATE EXPERIENCE. THE EXECUTIVE COMMITTEE IS CHARGED WITH INITIATING THE CEOS ANNUAL PERFORMANCE REVIEW, WHICH WILL BE COMPLETED IN THE NEXT FISCAL YEAR UPON COMPLETION OF ONE YEAR OF EMPLOYMENT. Governing documents etc available to public Part VI line 19 THE BOARD HAS A POLICY TO AVAIL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FURTHER, THE FOUNDATION IS REGISTERED WITH THE NORTH CAROLINA STATE SOLICITATION LICENSING BRANCH, WHERE DOCUMENTS ARE ALSO ON FILE. NO REQUESTS FOR ANY OF THESE DOCUMENTS HAVE BEEN MADE. Audited by an independent accountant Part XII line 2b THE BOARD APPROVED AN ANNUAL REVIEW/AUDIT BEGINNING 2018-2019 AND USED 2017-2018 TO WORK WITH ITS CPA BOARD MEMBERS TO PREPARE FOR THE AUDIT, AND FORMED A STANDING AUDIT COMMITTEE OF THE BOARD. Significant program services not listed on prior year return Part III line 2 IN PARTNERSHIP WITH LOVE OUT LOUD, INITIATED EXPLORATION OF YADKIN COUNTY COMMUNITY NEEDS, AND PROPERTY RESTORATION AND COMMUNITY USE IN EAST BEND, NC; ALSO CONDUCTED EXPANSIVE CLEMMONS-LEWISVILLE COMMUNITY NEEDS ASSESSMENT; AND A COMMUNITY-BASED COMPETITIVE GRANTS PROGRAM. Cessation of or significant change to any program service Part III line 3 BASED ON ASSESSMENT IN 2017, REVISED ORGANIZATIONAL DOCUMENTS AND INFRASTRUCTURE TO BETTER ALIGN WITH COMMUNITY FOUNDATION BEST PRACTICES AND TO MAKE PROVISIONS TO HIRE A CEO, HIRED CEO, ESTABLISHED A PHYSICAL OFFICE, AND REVAMPED GRANT-MAKING PROCESS AND PROCEDURE. List of other fees for services expenses Part IX line 11g CONSULTANTS 44,275CONTRACT SERVICES 5,000 ------TOTAL 49,275 PROGRAM CONSULTANTS ENGAGED BY THE BOARD OF DIRECTORS TO CONDUCT A COMMUNITY NEEDS ASSESSMENT AND GUIDE A PROGRAMMING STRATEGIC PLAN. A PORTION OF FEES ALSO ALLOCATED TO MANAGEMENT COSTS FOR THE CONSULTANT ASSISTANCE IN THE CEO SEARCH PROCESS. List of other expenses Part IX line 24e SUPPLIES 6,450MEALS 591 ----TOTAL 7,041