WALKER AREA COMMUNITY FOUNDATION: Form 990, tax year 2017
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- Organization
- WALKER AREA COMMUNITY FOUNDATION (EIN 63-1154984)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-14
- IRS object ID
- 201811659349301131
- Schema version
- 2017v2.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-14T14:56:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631133963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haynes Downard LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 2nd Avenue North Suite 400 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631154984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walker Area Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 2053020001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul W Kennedy | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2052950170 | PhoneNum |
| Signature | 2018-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lewis F Jones Jr | PreparerPersonNm |
| PTIN | P00013592 | PTIN |
| Phone | 2052543380 | PhoneNum |
| Preparation | 2018-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Paul W Kennedy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,583,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wacf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $472,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,974,291 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $436,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $602,869 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,361 | PYOtherRevenueAmt |
| CY Other Revenue | $6,684 | CYOtherRevenueAmt |
| PY Total Revenue | $915,294 | PYTotalRevenueAmt |
| CY Total Revenue | $2,583,844 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,245,495 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,410,846 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $318,504 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $354,771 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $164,597 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $316,589 | PYOtherExpensesAmt |
| CY Other Expenses | $407,149 | CYOtherExpensesAmt |
| PY Total Expenses | $1,880,588 | PYTotalExpensesAmt |
| CY Total Expenses | $2,172,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$965,294 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $411,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,069,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,868,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,406 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,066,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,866,687 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,875,823 | ExpenseAmt |
| Grant | $1,410,846 | GrantAmt |
| Revenue | $6,684 | RevenueAmt |
| Desc | Walker Area Community Foundation provides grants to promote the community health and social welfare of citizens within the community of Walker County, Alabama or as directed by fund advisors to 501(c)(3) organizations outside of the general service area. | Desc |
| Total Program Service Expenses | $1,875,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Kennedy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2053020001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Kevin Callahan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Abbie Drummond | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Steve G Globetti | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Douglas Warren | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Thorne Stukes | ||||||
| Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Robbin Reed Allen | ||||||
| Vice Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Scott Thornley | ||||||
| Secretary and Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Edward R Jackson | ||||||
| Past Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Robert B Nolen Jr | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John T Oliver Jr | ||||||
| Director Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Paul W Kennedy | ||||||
| President | 40.00 | $105,569 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,974,291 | AllOtherContributionsAmt |
| Total Contributions | $1,974,291 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $602,869 | TotalRevenueColumnAmt |
| Exclusion | $602,869 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $6,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,684 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,684 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,583,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $602,869 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,846 | TotalAmt |
| Program Services | $1,410,846 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,568 | TotalAmt |
| Program Services | $84,455 | ProgramServicesAmt |
| Management And General | $15,835 | ManagementAndGeneralAmt |
| Fundraising | $5,278 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,203 | TotalAmt |
| Program Services | $199,362 | ProgramServicesAmt |
| Management And General | $37,381 | ManagementAndGeneralAmt |
| Fundraising | $12,460 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,959 | TotalAmt |
| Program Services | $26,168 | ProgramServicesAmt |
| Management And General | $13,917 | ManagementAndGeneralAmt |
| Fundraising | $25,874 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,747 | TotalAmt |
| Program Services | $9,374 | ProgramServicesAmt |
| Fundraising | $9,373 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,724 | TotalAmt |
| Program Services | $8,042 | ProgramServicesAmt |
| Management And General | $846 | ManagementAndGeneralAmt |
| Fundraising | $836 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,503 | TotalAmt |
| Program Services | $11,731 | ProgramServicesAmt |
| Management And General | $11,386 | ManagementAndGeneralAmt |
| Fundraising | $11,386 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,874 | TotalAmt |
| Management And General | $4,874 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,327 | TotalAmt |
| Program Services | $3,564 | ProgramServicesAmt |
| Management And General | $1,326 | ManagementAndGeneralAmt |
| Fundraising | $437 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,614 | TotalAmt |
| Program Services | $59,482 | ProgramServicesAmt |
| Management And General | $4,131 | ManagementAndGeneralAmt |
| Fundraising | $19,001 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,941 | TotalAmt |
| Program Services | $3,094 | ProgramServicesAmt |
| Management And General | $24,753 | ManagementAndGeneralAmt |
| Fundraising | $3,094 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Donor development | $37,953 | $37,953 | ||
| Display and event expen | $26,521 | $16,682 | $9,839 | |
| Printing and publicatio | $18,842 | $15,545 | $2,374 | $923 |
| Repairs and maintenance | $18,316 | $14,396 | $3,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,828 | TotalAmt |
| Program Services | $33,096 | ProgramServicesAmt |
| Management And General | $13,054 | ManagementAndGeneralAmt |
| Fundraising | $6,678 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172,766 | TotalAmt |
| Program Services | $1,875,823 | ProgramServicesAmt |
| Management And General | $132,346 | ManagementAndGeneralAmt |
| Fundraising | $164,597 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,632 | BOYAmt |
| EOY | $591,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,063,814 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $547,155 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,560,517 | BOYAmt |
| EOY | $1,516,659 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,036,427 | BOYAmt |
| EOY | $24,730,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,475 | BOYAmt |
| EOY | $29,866 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,069,051 | BOYAmt |
| EOY | $26,868,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914 | BOYAmt |
| EOY | $1,406 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,914 | BOYAmt |
| EOY | $1,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,031,439 | BOYAmt |
| EOY | $18,294,347 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,034,698 | BOYAmt |
| EOY | $8,572,340 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,066,137 | BOYAmt |
| EOY | $26,866,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,069,051 | BOYAmt |
| EOY | $26,868,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $411,078 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,389,472 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $622,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,974,291 | CurrentTaxYearAmt |
| Total | $5,326,004 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $622,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,974,291 | CurrentTaxYearAmt |
| Total | $5,326,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,326,004 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $354,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $480,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $436,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $647,742 | CurrentTaxYearAmt |
| Total | $2,208,016 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,684 | CurrentTaxYearAmt |
| Total | $74,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,608,962 | TotalSupportAmt |
| Public Support CY170 | 0.70000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 17 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,737,680 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $764,614 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,460,695 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,044 | OtherCostOrOtherBasisAmt |
| Book Value | $76,044 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,508,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,608 | DepreciationAmt |
| Book Value | $1,281,561 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,741 | DepreciationAmt |
| Book Value | $87,901 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $312,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,806 | DepreciationAmt |
| Book Value | $71,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,516,659 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,973,316 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,389,472 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,389,472 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,583,844 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,583,844 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $0 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | As of December 31, 2017 and 2016, the Foundation has no uncertain tax positions that qualify for recognition or disclosure in the financial statements. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alabama Lions Sight | |||||||
| 700 South 18th Street | Birmingham | AL | 35233 | 630340851 | 501(c)(3) | $16,000 | Vision screening |
| Alabama Possible | |||||||
| PO Box 55058 | Birmingham | AL | 35255 | 582074080 | 501(c)(3) | $5,000 | Educational Support |
| American Cancer Society | |||||||
| 1100 Ireland Way Ste 201 | Birmingham | AL | 35205 | 131788491 | 501(c)(3) | $7,500 | Health/medical support |
| American Red Cross | |||||||
| 1101 Viking Drive | Jasper | AL | 35501 | 530196605 | 501(c)(3) | $5,000 | Health/medical support |
| Auburn University Foundation | |||||||
| 317 South College Street | Auburn | AL | 36849 | 501(c)(3) | $28,500 | Educational support. | |
| Backyard Blessings | |||||||
| PO Box 129 | Sumiton | AL | 35148 | 271490669 | 501(c)(3) | $40,000 | To help needy children in area schools. |
| Big Brothers Big Sisters | |||||||
| 1901 14th Ave South | Birmingham | AL | 35205 | 630647080 | 501(c)(3) | $7,500 | Educational support. |
| Birmingham Regional Paratransit Consortium | |||||||
| PO Box 10386 | Birmingham | AL | 35202 | 631173997 | 501(c)(3) | $10,000 | Social welfare support. |
| Boy Scouts of America Black Warrior Council | |||||||
| 2700 Jack Warner PKWY NE | Tuscaloosa | AL | 35404 | 630288816 | 501(c)(4) | $31,900 | Children/Youth Support |
| Camp COOL | |||||||
| PO Box 2304 | Jasper | AL | 35502 | 463172224 | 501(c)(3) | $8,000 | Children/youth support. |
| Christian's Place Mission | |||||||
| PO Box 365 | Nauvoo | AL | 35578 | 311813333 | 501(c)(3) | $8,000 | Social welfare support |
| Concerned Citizens For Our Youth Inc | |||||||
| 1200 Beacon Ln | Jasper | AL | 35504 | 630640563 | 501(c)(4) | $5,000 | Social welfare and security support |
| Dilworth Church of God | |||||||
| 3582 Hull Road | Empire | AL | 35063 | 631090230 | 501(c)(3) | $1,000 | Social welfare support funds |
| Equines Assisting Special Individuals | |||||||
| 242 Summerville Road | Jasper | AL | 35504 | 631154984 | 501(c)(3) | $24,000 | Educational Support |
| First United Methodist Church | |||||||
| 1800 Third Avenue | Jasper | AL | 35501 | 501(c)(3) | $10,000 | Social welfare support | |
| FOCUS On Recovery | |||||||
| 2209-B Little Valley Road | Birmingham | AL | 35216 | 631284625 | 501(c)(4) | $5,000 | Social welfare support - treating addiction |
| Girls Incorporated | |||||||
| PO Box 130729 | Birmingham | AL | 35213 | 630328643 | 501(c)(3) | $5,000 | Youth support - to fund a six-week summer program for 60-75 girls. |
| HEAL Inc | |||||||
| 1360 Montgomery HWY Ste 116 | Birmingham | AL | 35266 | 205936421 | 501(c)(3) | $50,000 | Health support - healthy eating and active living. |
| Jasper Area Family Services Center Inc | |||||||
| 2209 Delaware Ave | Jasper | AL | 35501 | 943428363 | 501(c)(4) | $10,000 | Social welfare - family support. |
| Jasper Main Street | |||||||
| PO Box 122 | Jasper | AL | 35502 | 473874043 | 501(c)(4) | $25,000 | Social welfare support |
| Jasper's First Baptist Church | |||||||
| PO Box 71 | Jasper | AL | 35502 | 636004317 | 501(c)(3) | $423,500 | Social welfare - Religious support |
| Kid One Transport | |||||||
| PO Box 11864 | Birmingham | AL | 35202 | 631165579 | 501(c)(3) | $7,500 | Medical/health support - Transporting to better health in Walker County. |
| Literacy Council of Central AL | |||||||
| 2209 Delaware Avenue | Jasper | AL | 35501 | 631051186 | 501(c)(3) | $15,000 | Education support |
| McWane Science Center | |||||||
| 200 Nineteenth Street North | Birmingham | AL | 35203 | 581933712 | 501(c)(3) | $5,000 | Educational support. |
| Mission of Hope | |||||||
| PO Box 878 | Dora | AL | 35062 | 631253204 | 501(c)(3) | $27,000 | Social welfare support |
| Middle Alabama Area Agency on Aging | |||||||
| PO Drawer 618 | Saginaw | AL | 35137 | 630994564 | 501(c)(3) | $40,000 | Elder care support. |
| Positive Maturity Inc | |||||||
| 3918 Montclair Road Ste 200 | Birmingham | AL | 35213 | 630590338 | 501(c)(3) | $5,000 | Elder care support |
| Rotary Club of Jasper | |||||||
| PO Box 477 | Jasper | AL | 35502 | 501(c)(3) | $7,425 | Social welfare support | |
| Samford University | |||||||
| 800 Lakeshore Drive Samford Hall | Birmingham | AL | 35229 | 501(c)(3) | $30,000 | Education support - Office of University Advancement | |
| Town of Oakman | |||||||
| PO Box 267 | Oakman | AL | 35579 | 636001332 | 501(c)(4) | $5,320 | Social wellfare support |
| UAB Department of Theater | |||||||
| ASC 255 1720 Second Avenue South | Birmingham | AL | 35294 | 636005396 | 501(c)(3) | $5,000 | To cover shows in Walker County. |
| United Way of Central Alabama | |||||||
| 3600 8th Avenue South Ste 501 | Birmingham | AL | 35222 | 630288846 | 501(c)(3) | $45,000 | Social welfare support. |
| Walker County Arts Alliance | |||||||
| PO Box 1622 | Jasper | AL | 35502 | 581965078 | 501(c)(3) | $21,500 | Arts and humanities support. |
| Walker County Christian Chorus | |||||||
| PO Box 161 | Jasper | AL | 35502 | 721370943 | 501(c)(3) | $7,000 | Arts and humanities support. |
| Walker County Coalition for the Homeless | |||||||
| PO Box 1194 | Jasper | AL | 35501 | 263639673 | 501(c)(4) | $60,000 | Provide lengthy emergency shelter stays at a local location. |
| Arc of Walker County | |||||||
| 745 Russell Dairy Road | Jasper | AL | 35503 | 630760044 | 501(c)(3) | $9,000 | Child/youth support |
| Walker County Humane Society | |||||||
| 2302 Birmingham Ave | Jasper | AL | 35501 | 630809530 | 501(c)(4) | $15,000 | Social welfare support |
| The Salvation Army | |||||||
| PO Box 1513 | Jasper | AL | 35502 | 580660607 | 501(c)(3) | $15,000 | Social welfare |
| Sight Savers America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | 300188234 | 501(c)(3) | $21,379 | Health/medical support - Children's eye care and screenings. |
| Jasper City Schools | |||||||
| 110 17th Street West | Jasper | AL | 35502 | 636001994 | 501(c)(3) | $25,000 | Education support |
| Hope House Church Inc | |||||||
| PO Box 99 | Houston | AL | 35203 | 455277650 | 501(c)(3) | $31,530 | Food and feeding |
| Southern Research | |||||||
| 2000 9th Ave South | Birmingham | AL | 35205 | 630288868 | 501(c)(4) | $25,000 | Social welfare |
| Walker County Dept of Human Resources | |||||||
| 1901 HWY 78 Est | Jasper | AL | 35501 | 631104139 | 501(c)(4) | $12,000 | Social welfare |
| Walker County Community Action Agency | |||||||
| PO Drawer 421 | Jasper | AL | 35502 | 630501819 | 501(c)(4) | $20,000 | Social welfare support |
| YMCA of Greater Birmingham | |||||||
| 4th Ave North | Birmingham | AL | 35203 | 630299894 | 501(c)(3) | $20,000 | Youth support. |
| Birmingham Zoo Inc | |||||||
| 2630 Cahaba Road | Birmingham | AL | 35223 | 621231591 | 501(c)(3) | $10,000 | Recreational Support |
| Camp McDowell | |||||||
| 105 DeLong Road | Nauvoo | AL | 35578 | 636001873 | 501(c)(3) | $7,000 | Youth Support |
| Camp Smile-A-Mile | |||||||
| 1510 5th Avenue South | Birmingham | AL | 35233 | 630907544 | 501(c)(3) | $10,000 | Child/youth support |
| Youth Advocate Programs | |||||||
| 2209 Delaware Ave | Jasper | AL | 35501 | 231977514 | 501(c)(3) | $20,000 | Child/youth support. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The 990 is reviewed and approved by the Board, and then the return is submitted for filing. |
| Form 990, Part VI, Section B, line 15a | The President's annual performance and compensation reviews are performed by the current Board of Directors. Salaries for the President and all full-time employees are benchmarked by the annual Council on Foundations Pay and Compensation Survey. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and financial statements are available to the public upon request. The 990 is available to the public through the website Guidestar.com. |
| Form 990, Page XII, Part XII, Line 2c | The Organization has not changed its oversight process or selection process of the audit for the current year. |