2017-08-07T11:28:00-07:00 2016-12-31 MERCER & ASSOCIATES PC 201 WILLIAMS AVENUE SUITE 280 HUNTSVILLE AL 35801 990 2016-01-01 263750673 COMMUNITY FOUNDATION OF GREATER HUNTSVILLE COMM 2565352065 PO BOX 332 HUNTSVILLE AL 35804 STUART OBERMANN PRESIDENT 2565352065 2017-08-07 true JERRY MERCER CPA 2565364318 2017-08-07 75.76.20.152 2017-08-07 11:27:47 PD P 10E3BDFB024631F3CB132E8C93FD3F6386DD9A2C 10E3BDFB024631F3CB132E8C93FD3F6386DD9A2C 2016 2021-01-29 14:40:06Z STUART OBERMANN POBOX 332 HUNTSVILLE AL 35804 5311252 false X www.communityfoundationhsv.org X 2008 AL IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH PHILANTHROPY. 17 16 3 75 0 2886022 2921077 0 187853 229226 143860 124021 3217735 3274324 1483998 2219027 0 154290 179890 0 79428 241821 241346 1880109 2640263 1337626 634061 11918621 12922147 6145 117921 11912476 12804226 IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY THROUGH PHILANTHROPY. false false 2492849 2219027 3218737 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 2016, THE COMMUNITY FOUNDATION, ON BEHALF OF DONORS, MADE 518 GRANTS TO 201 DIFFERENT NONPROFIT ORGANIZATIONS, WITH OVER 79.8% OF THOSE GRANTS REMAINING IN MADISON COUNTY TO IMPROVE THE QUALITY OF LIFE FOR ALL WHO LIVE HERE. 39390 ON SEPTEMBER 21, 2016, THE COMMUNITY FOUNDATION HOSTED ITS EIGHTH ANNUAL SUMMIT ON PHILANTHROPY AT THE JACKSON CENTER AND WELCOMED OVER 225 PARTICIPANTS. THE SUMMIT IS DESIGNED TO INSPIRE AND TO CELEBRATE PHILANTHROPY IN OUR COMMUNITY AND FEATURES THE PRESENTATION OF OUR ANNUAL COMMUNITY PHILANTHROPY AWARDS. 16197 ON JUNE 22, 2016, THE COMMUNITY FOUNDATION HOSTED OVER 450 NONPROFIT PROFESSIONALS AT THE THIRD 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. 2492849 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 10 0 3 true false false false false false true true true 16 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 2565352065 PO BOX 332 HUNTSVILLE AL 35804 BILL ROARK CHAIR 5.00 X X 0 0 0 B JOSEPH ALEXANDER VICE CHAIR 5.00 X X 0 0 0 PAM HUDSON MD SECRETARY 5.00 X X 0 0 0 KEN BARNETT TREASURER 5.00 X X 0 0 0 SARAH SAVAGE PAST CHAIR 1.00 X 0 0 0 HALL B BRYANT III MEMBER 1.00 X 0 0 0 MARC BENDICKSON 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 ELIZABETH FLEMING MEMBER 1.00 X 0 0 0 JAMES GILBERT MD MEMBER 1.00 X 0 0 0 SANGEETA SINGHAL MEMBER 1.00 X 0 0 0 ROBERT MAYES MEMBER 1.00 X 0 0 0 DON NALLEY MEMBER 1.00 X 0 0 0 DIANNE REYNOLDS MEMBER 1 X CHRIS RUSSELL MEMBER 1 X STUART OBERMANN CEO/PRESIDENT 40 X X 84768 84768 false false false 60800 2860277 2921077 186945 2046056 2003775 42281 42281 42281 27940 60800 33153 -5213 -5213 ADMINISTRATIVE FEES 561000 129234 129234 129234 3274324 358460 -5213 2219027 2219027 84768 50861 8477 25430 77125 46265 7712 23148 4496 2698 449 1349 13501 8100 1350 4051 6020 0 6020 0 147869 115015 32854 0 19197 11517 1920 5760 5705 3423 570 1712 7200 4320 720 2160 4977 2986 498 1493 3725 2234 373 1118 8468 5080 847 2541 2641 0 2641 0 EQUIPMENT EXPENSE 2776 1665 278 833 MISCELLANEOUS 25977 15584 2598 7795 WEBSITE 2077 1246 208 623 DUES AND SUBSCRIPTIONS 4714 2828 471 1415 2640263 2492849 67986 79428 1071149 629721 10689297 12281138 2210 2791 221 16744 8497 139000 11918621 12922147 6145 7921 110000 6145 117921 X 10593659 10866878 727692 978216 591125 959132 11912476 12804226 11918621 12922147 634061 257689 X false true X true false X 4022880 1472532 2164759 2886022 2921077 13467270 4022880 1472532 2164759 2886022 2921077 13467270 13467270 118057 265830 142977 164177 186945 877986 14345256 0.93880 0.95090 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125 2023949 2184369 9467013 true true 600826 324488 44117 500 9798 959133 261243 350107 -5018 500 5006 600826 142954 135324 -7505 9530 261243 0.00000 1.00000 3508827 234503 234503 3274324 3274324 2786859 146596 146596 2640263 2640263 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 Community Catalyst Fund was established to provide a permanent source of community capital to address strategic issues impacting the quality of life in our community. Pt V, Line 4 The Leadership Endowment Fund (Donations) was established to provide a permanent source of funding to ensure the long-term stability of the Leadership Huntsville/Madison County nonprofit organization. Pt V, Line 4 The Alabama A&M University STEM Star Fund was established to provide a permanent source of scholarship funding for top Alabama A&M engineering students. Pt V, Line 4 The Kids to Love Davidson Farms Endowment Fund was established to provide a permanent source of funding to support Kids to Love Davidson Farms home for girls. Pt V, Line 4 The Taylor Endowment was established to provide a permanent source of funding for historic preservation, environmental conservation, and civic involvement. Pt V, Line 4 The Endowed Donor Advised Funds were established by individual donors to provide a permanent source of funding for causes that align with their interests and passions. SUMMIT ON PHILANTHROPY 54600 48100 6500 1552 5217 5500 2941 NONPROFIT UNIV 34140 12700 21440 4471 9563 250 3659 88740 60800 27940 6023 14780 5750 6600 33153 -5213 true COVENANT PRESBYTERIAN CHURCH 301 DRAKE AVE SE HUNTSVILLE AL 35802 12000 RELIGION RELATED RIVERTREE CHURCH 652 TAYLOR ROAD OWENS CROSS ROADS AL 35763 25000 RELIGION RELATED DOWNTOWN RESCUE MISSION 1400 EVANGEL DRIVE NW HUNTSVILLE AL 35816 630735295 102500 RELIGION RELATED HIS WAY 582 SHIELDS ROAD HUNTSVILLE AL 35811 571171249 20000 HOUSING AND SHELTER STILL SERVING VETERANS 626 CLINTON AVE STE 200 HUNTSVILLE AL 35801 204515040 45000 EMPLOYMENT NATIONAL CHILDREN'S ADVOCACY CENTER 210 PRATT AVE HUNTSVILLE AL 35801 630891512 10000 MENTAL HEALTH AND CRISIS INTERVENTION AMERICAN RED CROSS-NORTH ALABAMA 1101 WASHINGTON STREET NW HUNTSVILLE AL 35801 530196605 10000 PUBLIC SAFETY ATHENS STATE UNIVERSITY FOUNDATION 300 NORTH BEATY STREET ATHENS AL 35611 630833253 10000 EDUCATION COOKS NATURAL SCIENCE MUSEUM 412 13TH STREET SE DECATUR AL 35601 460750517 40000 SOCIETAL BENEFIT HUDSON ALPHA FOUNDATION 601 GENOME WAY HUNTSVILLE AL 35806 272320591 45000 EDUCATION HUNTSVILLE DREAM CENTER dba MANNA HOUSE 2300 MEMORIAL PKWY SW HUNTSVILLE AL 35801 270039458 12500 PHILANTHROPY WHITESBURG BAPTIST CHURCH 6806 WHITESBURG DRIVE HUNTSVILLE AL 35802 110000 RELIGION RELATED ALABAMA PALS 340 NORTH HULL STREET MONTGOMERY AL 36104 630985077 12000 ENVIRONMENT CENTRAL PRESBYTERIAN CHURCH 406 RANDOLPH AVE SE HUNTSVILLE AL 35801 630363464 20000 RELIGION RELATED HUNTSVILLE MADISON COUNTY BOTANICAL GARDEN SOCIETY 4747 BOB WALLACE AVE SW HUNTSVILLE AL 35805 630800109 241000 ENVIRONMENT HUNTSVILLE INNER CITY LEARNING CENTER INC PO BOX 7212 HUNTSVILLE AL 35807 205583934 25000 EDUCATION ALS ASSOCIATION AL CHAPTER PO BOX 2888 HUNTSVILLE AL 35804 202218566 10000 HEALTH CARE KIDS TO LOVE PO BOX 4871 HUNTSVILLE AL 35815 200606367 95000 HUMAN SERVICES WESTMINSTER PRESBYTERIAN CHURCH 237 JOHN ROAD HUNTSVILLE AL 35806 630506079 10000 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 50000 RELIGION RELATED THE CORNERSTONE INITIATIVE PO BOX 18697 HUNTSVILLE AL 35804 275159255 25000 HUMAN SERVICES 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 15000 ARTS AND CULTURE RANDOLPH SCHOOL 1005 DRAKE AVE SE HUNTSVILLE AL 35802 630412843 25000 EDUCATION AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE ST AUBURN UNIVERSITY AL 36849 636022422 42500 EDUCATION 100X CHURCH PO BOX 2482 HUNTSVILLE AL 35804 129938 RELIGION ABBA FUND INC PO BOX 868049 PLANO TX 75086 200742335 12000 BASIC NEEDS BIG BROTHERS BIG SISTERS OF NORTH ALABAMA 701 ANDREW JACKSON WAY NE HUNTSVILLE AL 35801 630833364 10000 HUMAN SERVICES BROADWAY THEATER LEAGUE OF HUNTSVILLE 700 MONROE STREET SUITE 410 HUNTSVILLE AL 35801 630885711 6250 ARTS AND CULTURE CAP & GOWN PROJECT 1522 MONTE SANO BLVD HUNTSVILLE AL 35802 810829915 55000 EDUCATION CASA OF MARSHALL COUNTY INC PO BOX 21 GUNTERSVILLE AL 35976 630835098 10000 HUMAN SERVICES CHAPEL HILL UNITED METHODIST 2644 CHAPEL HILL ROAD SOUTHWEST DECATUR AL 35603 7500 RELIGION RELATED CRISIS SERVICES OF NORTH ALABAMA PO BOX 368 HUNTSVILLE AL 35804 630841545 50000 HUMAN SERVICES FOOD BANK OF NORTH ALABAMA PO BOX 18607 HUNTSVILLE AL 35804 630884372 7500 HUMAN SERVICES FREE 2 TEACH FOUNDATION PO BOX 1405 HUNTSVILLE AL 35807 456634323 6000 EDUCATION FRIENDS INC FUND PO BOX 608 HUNTSVILLE AL 35804 631190006 49197 HUMAN SERVICES GREENGATE SCHOOL 2800 POPLAR AVENUE NW UNIT B HUNTSVILLE AL 35816 631285979 28503 EDUCATION HOLY FAMILY REGIONAL CATHOLIC SCHOOL 2300 BEASLEY AVENUE NW HUNTSVILLE AL 35816 10000 EDUCATION HUNTSVILLE HOSPITAL FOUNDATION 101 SIVLEY ROAD SW HUNTSVILLE AL 35801 630752604 65000 HEALTH AND WELLNESS JOY'S HOUSE 1428 FREEMAN AVENUE ATHENS AL 35613 461478805 13900 HUMAN SERVICES LEADERSHIP HUNTSVILLEMADISON COUNTY 659 GALLATIN STREET SW HUNTSVILLE AL 35801 262746630 35000 NEIGHBORHOODS AND COMMUNITY LEGACY MINISTRIES 664 STILL WOODS DRIVE DADEVILLE AL 36853 753161246 25000 RELIGION RELATED MADISON BIBLE CHURCH 1520 HIGHES ROAD MADISON AL 35758 106000 RELIGION RELATED MOSCOW FIRST UNITED METHODIST CHURCH 322 EAST 3RD STREET MOSCOW ID 83843 33334 RELIGION RELATED OUTBACK MINISTRIES INC 402 OFFICE PARK SUITE 310 BIRMINGHAM AL 35223 752599602 15000 RELIGION RELATED POPE JOHN PAUL II HIGH SCHOOL 117 CALDWELL DRIVE HENDERSONVILLE TN 37075 522213258 20000 EDUCATION PROVIDENCE CLASSICAL SCHOOL 605 CLINTON AVENUE E HUNTSVILLE AL 35801 200149968 50000 EDUCATION SECOND WIND PROGRAMS 402 OFFICE PARK DRIVE SUITE 310 BIRMINGHAM AL 35223 680174970 15000 BASIC NEEDS STEPPING STONES FOUNDATION 110 TEAL PARK LANE MADISON AL 35758 472713723 10000 BASIC NEEDS WAY-FM MEDIA GROUP INC 9582 MADISON BLVD 8 MADISON AL 35758 592659856 10000 LIFESTYLE WESTMINSTER CHRISTIAN ACADEMY 237 JOHNS ROAD NORTHWEST HUNTSVILLE AL 35806 630478809 10000 EDUCATION WILLOWBROOK CHRISTIAN ACADEMY 7625 BAILEY COVE ROAD HUNTSVILLE AL 35802 35000 EDUCATION RENT 1 2200 ACTUAL COST N/A MORTGAGE 1 1454 ACTUAL COST N/A UTILITIES 1 720 ACTUAL COST N/A 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 16 835454 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. 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 6TH AND 7TH AMENDMENTS TO BYLAWS WERE ENACTED DURING 2016. THE 6TH AMENDMENT CHANGED THE MEETING NOTICE REQUIREMENT, AND THE 7TH AMENDMENT CHANGED THE DATE OF THE ANNUAL MEETING TO THE LAST REGULARLY SCHEDULED MEETING OF THE YEAR. 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.