2018-04-04T08:31:52-05:00 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 2018-03-18 1 BRIAN BARKSDALE P00185918 2059337822 64.128.246.202 2018-03-18 07:34:57 CD P BE14E3920A798D7C92908BBD41684234CB1D3E3E 465289BC282BB41F23D9BF37E3BCEF7327E4990B 2016 2021-01-29 14:40:06Z SALLY PRICE 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 621245 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 462706 2690 0 498 358 31644 37629 305045 500693 266806 311410 0 0 140078 115059 0 0 50094 73767 171657 480651 598126 -175606 -97433 406868 309435 0 0 406868 309435 TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 0 0 465956 311410 515 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. 465956 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 462706 462706 358 358 158024 120552 37472 37472 OTHER REVENUE 900099 157 157 157 500693 515 0 37472 182265 182265 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 598126 465956 82076 50094 400118 304065 2000 2000 22530 19160 4750 3370 406868 309435 0 0 X 179424 37187 225444 270248 2000 2000 406868 309435 406868 309435 -97433 0 X X 0 1 X 1 0 X 610786 382404 290904 272903 462706 2019703 260968 224820 215761 166573 158024 1026146 871754 607224 506665 439476 620730 3045849 0 0 0 3045849 692 1068 720 498 358 3336 692 1068 720 498 358 3336 449 1109 9975 106 157 11796 872895 609401 517360 440080 621245 3060981 0.99510 0.99470 0.00110 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22530 19160 3370 3370 X 621245 120552 120552 500693 0 500693 718678 120552 120552 598126 0 598126 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 6319 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 XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE IT'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.