2018-07-31T13:41:19-07:00 2017-12-31 MERCER & ASSOCIATES PC 201 WILLIAMS AVENUE SUITE 280 HUNTSVILLE AL 35801 990 2017-01-01 263750673 COMMUNITY FOUNDATION OF GREATER HUNTSVILLE COMM 2564893525 303 WILLIAMS AVE HUNTSVILLE AL 35801 STUART OBERMANN PRESIDENT 2564893525 2018-07-31 true JERRY MERCER CPA P01050742 2565364318 2018-07-31 2017 2022-09-23 18:48:47Z STUART OBERMANN 303 WILLIAMS AVE STE 1031 HUNTSVILLE AL 35801 6919894 false X www.communityfoundationhsv.org X 2008 AL IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH PHILANTHROPY. 17 16 4 75 0 2921077 4544809 0 229226 346038 124021 121536 3274324 5012383 2219027 1796662 0 179890 203243 0 90314 241346 277243 2640263 2277148 634061 2735235 12922147 16362013 117921 142399 12804226 16219614 IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH PHILANTHROPY. false false 2112822 1796662 4958714 THE COMMUNITY FOUNDATION ADMINISTERS DONOR ADVISED FUNDS, DESIGNATED FUNDS, FIELD OF INTEREST FUNDS, AND AGENCY FUNDS. THE FOUNDATION MAKES GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS AS ADVISED BY DONORS AND APPROVED BY OUR BOARD OF DIRECTORS. IN 2017, THE COMMUNITY FOUNDATION, ON BEHALF OF DONORS, MADE 607 GRANTS TO 226 DIFFERENT NONPROFIT ORGANIZATIONS, WITH 91.1% OF THOSE GRANTS REMAINING IN ALABAMA AND 76.7% OF THOSE GRANTS REMAINING IN MADISON COUNTY TO IMPROVE THE QUALITY OF LIFE FOR ALL WHO LIVE HERE. 46028 ON SEPTEMBER 19, 2017, THE COMMUNITY FOUNDATION HOSTED ITS NINTH ANNUAL SUMMIT ON PHILANTHROPY AT THE JACKSON CENTER AND WELCOMED 311 PARTICIPANTS. THE SUMMIT IS DESIGNED TO INSPIRE AND TO CELEBRATE PHILANTHROPY IN OUR COMMUNITY AND FEATURES THE PRESENTATION OF OUR ANNUAL COMMUNITY PHILANTHROPY AWARDS. 7641 ON JUNE 22, 2017, THE COMMUNITY FOUNDATION HOSTED OVER 450 NONPROFIT PROFESSIONALS AT THE FOURTH ANNUAL NONPROFIT UNIVERSITY. THE EVENT IS DESIGNED TO BUILD THE CAPACITY OF THE NONPROFIT ORGANIZATIONS THAT SERVE THE NORTH ALABAMA REGION AND FEATURES AN INSPIRATIONAL KEYNOTE ADDRESS, FOLLOWED BY TEN CONCURRENT TRACKS OF TRAINING, AND ENDING THE DAY WITH A NETWORKING RECEPTION. 2112822 true true false false false true false false false true false false false false false false true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 17 0 4 true false false false false false true true true 18 false false false false false false X 17 16 true true true false false false false true true false false true true true true true true true false false X MELISSA THOMPSON 2564893525 301 WILLIAMS AVE STE 1031 HUNTSVILLE AL 35801 JOE ALEXANDER CHAIR 5.00 X X 0 0 0 PAM HUDSON MD VICE CHAIR 5.00 X X 0 0 0 JAMES GILBERT MD SECRETARY 5.00 X X 0 0 0 CHRIS RUSSELL TREASURER 5.00 X X 0 0 0 BILL ROARK PAST CHAIR 1.00 X 0 0 0 KEVIN WEBBER MEMBER 1.00 X 0 0 0 FRANK WILLIAMS MEMBER 1.00 X 0 0 0 BOBBY BRADLEY MEMBER 1.00 X 0 0 0 JOHN E BURNETT MEMBER 1.00 X 0 0 0 CYNTHIA ALMODOVAR MEMBER 1.00 X 0 0 0 MIKE DEMAIORIBUS MEMBER 1.00 X 0 0 0 DANA GILLIS MEMBER 1.00 X 0 0 0 GINGER HARPER MEMBER 1.00 X 0 0 0 CHRIS HINSON MEMBER 1.00 X 0 0 0 MIKE LOWE MEMBER 1.00 X 0 0 0 GAYLE MILTON MEMBER 1.00 X 0 0 0 STUART OBERMANN CEO/PRESIDENT 40.00 X X 86779 0 0 86779 false false false 74300 4470509 1019359 4544809 218302 1982771 1855035 127736 127736 127736 31845 74300 52476 -20631 -20631 ADMINISTRATIVE FEES 561000 141129 141129 1038 1038 142167 5012383 488205 -20631 1796662 1796662 90377 54226 9038 27113 91860 55105 9186 27569 4883 2930 488 1465 1833 1100 183 550 14290 8573 1429 4288 6620 0 6620 0 170238 135587 34651 0 7037 4222 704 2111 28444 17065 2844 8535 9129 5477 913 2739 7200 4320 720 2160 5635 3380 564 1691 7595 4556 760 2279 8246 4947 825 2474 2641 0 2641 0 EQUIPMENT EXPENSE 4751 2850 475 1426 MISCELLANEOUS 13189 7912 1319 3958 WEBSITE 1669 1001 167 501 DUES AND SUBSCRIPTIONS 4849 2909 485 1455 2277148 2112822 74012 90314 629721 798740 12281138 15461810 100000 2791 1213 8497 250 12922147 16362013 7921 14784 110000 123200 4415 117921 142399 X 10866878 13003247 978216 1570735 959132 1645632 12804226 16219614 12922147 16362013 2735235 680153 X false true X true false X 1472532 2164759 2886022 2921077 4544809 13989199 1472532 2164759 2886022 2921077 4544809 13989199 13989199 265830 142977 164177 186945 218302 978231 14967430 0.93460 0.93880 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139 3464702 2088726 11530088 true true 1195761 304022 168139 1540 20750 1645632 614836 536513 56487 500 11575 1195761 261243 363856 -4812 500 4951 614836 142954 135324 -7505 9530 261243 0.00000 1.00000 0.00000 5692539 680156 680156 5012383 5012383 2663773 386625 386625 2277148 2277148 Pt XII, Line 2d Difference due to book to tax difference for nonprofit agency funds. Changes in value to the nonprofit agency funds are not recognized as income/expense in GAAP but are recognized as such for income tax reporting. Pt V, Line 4 The following endowment funds have been established to provide a permanent source of community capital: Catalyst Endowment-to support a broad spectrum of community needs; Women's Endowment Fund-to support women and families in our community; Alabama A&M University STEM Star Fund-to increase diversity in our workforce; give256 Endowment Fund-to support a broad spectrum of community needs. Pt V, Line 4 Leadership Endowment Fund-to ensure long-term stability of Leadership Huntsville/Madison County. Pt V, Line 4 Montessori Families Endowment Fund-to support the Montessori Schools of Huntsville. Pt V, Line 4 the Schools Foundation-to support Huntsville City, Madison County, and Madison City Public Schools. Pt V, Line 4 Ruth and Lyle Taylor Fund-to support historic preservation, enviromental conservation, and civic involvement projects. Pt V, Line 4 Various donor advised funds to provide legacy funding for community needs. Pt V, Line 4 Kids to Love Davidson Farms Endowment Fund-to support Davidson Farms Home for Girls. SUMMIT ON PHILANTHROPY 73060 64700 8360 3938 8100 3750 10613 NONPROFIT UNIV 27432 6700 20732 5982 10457 500 2852 5653 2900 2753 6284 106145 74300 31845 9920 18557 4250 19749 52476 -20631 true COVENANT PRESBYTERIAN CHURCH 301 DRAKE AVE SE HUNTSVILLE AL 35802 630422999 12000 RELIGION RELATED RIVERTREE CHURCH 652 TAYLOR ROAD OWENS CROSS ROADS AL 35763 631199744 83501 RELIGION RELATED DOWNTOWN RESCUE MISSION 1400 EVANGEL DRIVE NW HUNTSVILLE AL 35816 630735295 62850 RELIGION RELATED 305 8TH STREET 305 8TH STREET NW HUNTSVILLE AL 35805 631028950 15000 DOMESTIC ASSISTANCE A WORLD FOR CHILDREN 2007 SAM BASS ROAD BLDG 2 ROUND ROCK TX 78681 742811105 11000 DOMESTIC ASSISTANCE NATIONAL CHILDREN'S ADVOCACY CENTER 210 PRATT AVE HUNTSVILLE AL 35801 630891512 7000 CRISIS INTERVENTION ALABAMA POLICY INSTITUTE 402 OFFICE PARK DRIVE STE 300 BIRMINGHAM AL 35223 630809568 7500 PUBLIC POLICY ATHENS STATE UNIVERSITY FOUNDATION 300 NORTH BEATY STREET ATHENS AL 35611 630833253 20000 EDUCATION COOKS NATURAL SCIENCE MUSEUM 412 13TH STREET SE DECATUR AL 35601 460750517 40000 EDUCATION HUDSON ALPHA FOUNDATION 601 GENOME WAY HUNTSVILLE AL 35806 272320591 157200 EDUCATION AMERICAN HEART ASSOCIATION 6275 UNIVERSITY BLVD STE 37 HUNTSVILLE AL 35806 135613797 7000 HEALTH WHITESBURG BAPTIST CHURCH 6806 WHITESBURG DRIVE HUNTSVILLE AL 35802 636005479 240000 RELIGION RELATED WILLOWBROOK BAPTIST CHURCH 7625 BAILEY COVE ROAD HUNTSVILLE AL 35802 630637002 14400 RELIGION RELATED WEDC FOUNDATION INC 301 WASHINGTON STREET NW HUNTSVILLE AL 35801 631207448 31084 COMMUNITY ENRICHMENT HUNTSVILLE MADISON COUNTY BOTANICAL GARDEN SOCIETY 4747 BOB WALLACE AVE SW HUNTSVILLE AL 35805 630800109 148549 ENVIRONMENT WATERTOWN COMMUNITY FOUNDATION PO BOX 116 WATERTOWN SD 57201 460350319 9000 COMMUNITY ENRICHMENT ALS ASSOCIATION AL CHAPTER PO BOX 2888 HUNTSVILLE AL 35804 202218566 30750 HEALTH CARE KIDS TO LOVE 140 CASTLE DRIVE MADISON AL 35758 200606367 36100 HUMAN SERVICES WESTMINSTER PRESBYTERIAN CHURCH 237 JOHN ROAD HUNTSVILLE AL 35806 630506079 6000 RELIGION RELATED HOSPICE OF MARSHALL COUNTY 408 MARTLING ROAD ALBERTVILLE AL 35951 630841539 50000 HUMAN SERVICES VAPOR SPORTS MINISTRIES 338 TALLADEGA SPRINGS ROAD SYLACAUGA AL 35151 030566373 14968 RELIGION RELATED AMERICAN RED CROSS 1101 WASHINGTON ST NW HUNTSVILLE AL 35801 530196605 42582 HEALTH AND SAFETY JH ISRAEL 402 OFFICE PARK DRIVE BIRMINGHAM AL 35242 770567139 50000 BASIC NEEDS HUNTSVILLE MUSEUM OF ART 300 CHURCH STREET SW HUNTSVILLE AL 35801 630644957 28500 ARTS AND CULTURE RANDOLPH SCHOOL 1005 DRAKE AVE SE HUNTSVILLE AL 35802 630412843 32408 EDUCATION AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE ST AUBURN UNIVERSITY AL 36849 636022422 22500 EDUCATION BOYS AND GIRLS CLUB NORTH AL PO BOX 73 HUNTSVILLE AL 35804 630360026 19022 SOCIAL ASSISTANCE BROADWAY THEATER LEAGUE 700 MONROE STREET STE 410 HUNTSVILLE AL 35801 630885711 7500 ARTS AND CULTURE CASA OF MADISON COUNTY 701 ANDREW JACKSON WAY HUNTSVILLE AL 35801 630835099 8000 DOMESTIC ASSISTANCE CENTRAL PRESBYTERIAN CHURCH 406 RANDOLPH AVE SE HUNTSVILLE AL 35801 630363464 10000 RELIGION RELATED CAP & GOWN PROJECT 1522 MONTE SANO BLVD HUNTSVILLE AL 35802 810829915 80000 EDUCATION CASA OF MARSHALL COUNTY INC PO BOX 21 GUNTERSVILLE AL 35976 630835098 13000 HUMAN SERVICES CHURCH OF THE NATIVITY 208 EUSTIS AVE SE HUNTSVILLE AL 35801 630324703 10517 RELIGION RELATED DECATUR PRESBYTERIAN CHURCH 2306 MODAUS ROAD SW DECATUR AL 35603 631094206 17000 RELIGION RELATED ENGLISH LANGUAGE INSTITUTE IN CHINA PO BOX 3000 FORT COLLINS CO 80522 933551085 6000 EDUCATION FREE 2 TEACH FOUNDATION PO BOX 1405 HUNTSVILLE AL 35807 456634323 16000 EDUCATION ENRICHMENT CENTER 224 SECOND AVE SE DECATUR AL 35601 631284650 6500 EDUCATION FAMILY RESEARCH COUNCIL PO BOX 2339 HOLLAND MI 49422 521792772 10000 PUBLIC POLICY HOLY FAMILY REGIONAL CATHOLIC SCHOOL 2300 BEASLEY AVENUE NW HUNTSVILLE AL 35816 472700201 6000 EDUCATION HUNTSVILLE HOSPITAL FOUNDATION 101 SIVLEY ROAD SW HUNTSVILLE AL 35801 630752604 14716 HEALTH AND WELLNESS FIRST STOP INCORPORATED 206 STOKES STREET HUNTSVILLE AL 35805 261841014 30000 DOMESTIC ASSISTANCE FIRST UNITED METHODIST CHURCH PO BOX 978 ATHENS AL 35613 630312907 9600 RELIGION RELATED FIRST UNITED METHODIST CHURCH 120 GREENE STREET HUNTSVILLE AL 35801 630348132 10000 RELIGION RELATED FRIENDS OF RETRIEVER RESCUE PO BOX 4976 HUNTSVILLE AL 35815 271792562 9250 ANIMAL COMPASSION HABITAT FOR HUMANITY OF MADISON COUNTY 400 PRATT AVE NW HUNTSVILLE AL 35801 630951637 6000 SHELTER ASSISTANCE HARRIS HOME FOR CHILDREN 1210 CHURCH STREET NW HUNTSVILLE AL 35801 630421494 13000 DOMESTIC ASSISTANCE HEALS 1100 MERIDIAN ST HUNTSVILLE AL 35801 631210889 22500 HEALTH AND SAFETY HEART OF THE VALLEY YMCA 120 HOLMES AVE NE STE 300 HUNTSVILLE AL 35801 582058795 44662 RECREATION SECOND WIND PROGRAMS 402 OFFICE PARK DRIVE SUITE 310 BIRMINGHAM AL 35223 680174970 8500 BASIC NEEDS HOLY CROSS GREEK ORTHODOX CHURCH 3021 UNIVERSITY DRIVE HUNTSVILLE AL 35816 630864843 10400 RELIGION RELATED WAY-FM MEDIA GROUP INC 9582 MADISON BLVD 8 MADISON AL 35758 592659856 5100 LIFESTYLE HUNTSVILLE COMMUNITY DRUMLINE 1800 JORDAN LANE HUNTSVILLE AL 35816 272887260 6000 RECREATION HUNTSVILLE LIBRARY FOUNDATION PO BOX 443 HUNTSVILLE AL 35804 630927523 5125 COMMUNITY ENRICHMENT INSIDE OUT MINISTRIES PO BOX 2004 MADISON AL 35758 261887016 6500 DOMESTIC ASSISTANCE KATE DUNCAN SMITH DAR SCHOOL 6077 MAIN STREET GRANT AL 35747 636052700 5021 EDUCATION LEGACY CHRISTIAN UNIVERSITY 6806 WHITESBURG DRIVE HUNTSVILLE AL 35802 455223658 12500 EDUCATION LINCOLN VILLAGE PRESERVATION CORPORATION 1110 MERIDIAN ST N HUNTSVILLE AL 35801 200379279 12000 COMMUNITY ENRICHMENT MADISON ACADEMY INC 325 SLAUGHTER ROAD MADISON AL 35758 630356666 6204 EDUCATION MADISON CITY SCHOOLS 211 CELTIC DRIVE MADISON AL 35758 631192346 30000 EDUCATION MAYFAIR CHURCH OF CHRIST 1095 CARL T JONES DR HUNTSVILLE AL 35802 630460551 7908 RELIGION RELATED MERRIMACK HALL PERFORMING ARTS CENTER 3320 TRIANA BLVD HUNTSVILLE AL 35805 205413583 11500 ARTS AND CULTURE NATIONS OF COACHES 303D BELTLINE PLACE NUMBER 31 DECATUR AL 35603 141927543 10204 RECREATION NAVIGATORS PO BOX 6079 ALBERT LEA MN 56007 846007896 7200 MINISTRY ROCKY MOUNTAIN BLACK CONSERVATIVES PO BOX 50401 COLORADO SPRINGS CO 80949 461107128 14000 POLITICAL SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 6952 MINISTRY THE SCHOOLS FOUNDATION PO BOX 763 HUNTSVILLE AL 35804 581955411 5750 EDUCATION SECOND MILE DEVELOPMENT PO BOX 2531 HUNTSVILLE AL 35804 630941885 7200 DOMESTIC ASSISTANCE SOUTHWOOD PRESBYTERIAN CHURCH 1000 CARL T JONES DRIVE HUNTSVILLE AL 35802 630982667 27500 RELIGION RELATED STOREHOUSE MISSION SUPPORT 53 HILLSBORO DRIVE ORCHARD PARK NY 14127 300468693 7500 MINISTRY TRINITY UNITED METHODIST CHURCH 607 AIRPORT ROAD HUNTSVILLE AL 35802 630414695 75000 RELIGION RELATED UNIVERSITY OF NORTH GEORGIA FOUNDATION PO BOX 1599 DAHLONEGA GA 30533 237066297 8000 EDUCATION UNIVERSITY OF TEXAS FOUNDAION PO BOX 250 AUSTIN TX 78767 741587488 20000 RELIGION RELATED VILLAGE OF PROMISE 200 PRATT AVE NO B2 HUNTSVILLE AL 35801 274419395 20500 COMMUNITY DEVELOPMENT 71 2 HOME REPAIRS (CATASTROPHIC) 1 5000 MORTGAGE ASSISTANCE 1 5000 RENT ASSISTANCE 1 1500 UTILITIES ASSISTANCE 1 493 AUTO PAYMENT ASSISTANCE 1 298 Pt I Line 2 GRANTS ARE EVALUATED BY A GRANTS COMMITTEE COMPRISED OF STAFF AND COMMUNITY IMPACT COMMITTEE MEMBERS; NO MEMBERS OF THE DONOR ORGANIZATION ARE PART OF THIS GRANTS COMMITTEE. DISTRIBUTIONS, NOTED ABOVE, WERE MADE FROM EMPLOYEE HARDSHIP FUNDS DIRECTLY TO VENDORS ON BEHALF OF EMPLOYEES WHO EXPERIENCED A SIGNIFICANT HARDSHIP IN ONE OF FOUR DEFINED CATEGORIES: NATURAL DISASTER, LIFE-THREATENING OR SERIOUS ILLNESS OR INJURY, DEATH INCIDENT, OR CATASTROPHIC EXTREME CIRCUMSTANCES. X 18 1019359 FMV false true true Pt I Line 32b INVESTMENT MANAGEMENT COMPANIES USED TO SELL DONATED STOCK Pt VI, Line 11b COPY OF 990 AND ANY ASSOCIATED INFORMATION IS DISTRIBUTED TO BOARD MEMBERS. BOARD MEMBERS REVIEW THE RETURN PRIOR TO FILING. Pt VI, Line 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND POSTED TO GUIDESTAR. FINANCIAL STATEMENTS ARE INCLUDED IN ANNUAL REPORT. Pt VI, Line 12c CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCLOSURE STATEMENT IS SIGNED ANNUALLY. Pt VI, Line 15a EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA AND MAKES A RECOMMENDATION TO THE BOARD. THE BOARD APPROVES THE PERSONNEL BUDGET ANNUALLY. Pt VI, Line 4 THE BYLAWS WERE REVISED AND RESTATED DURING 2017. Pt VI, Line 2 MEMBERS OF THE BOARD HAVE VARIOUS BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS. ALL BUSINESS RELATIONSHIPS ARE CONDUCTED IN THE ORDINARY COURSE OF EITHER PARTY'S BUSINESS ON THE SAME TERMS AS GENERALLY OFFERED TO THE PUBLIC. Pt VI, Line 3 THE ORGANIZATION OUTSOURCES ITS BACK OFFICE OPERATIONS TO GREATER HORIZONS, A SUPPORTING ORGANIZATION OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A MISSOURI NONPROFIT ORGANIZATION.