2017-02-13T08:48:24-06:00 2016-09-30 454084437 Warren Averett LLC 415 E 10th Street Anniston AL 36207 990 2015-10-01 630308398 Community Foundation Of Northeast Al COMM 2562315160 1130 QUINTARD AVE No 100 ANNISTON AL 36201 JENNIFER S MADDOX PRESIDENT & CEO 2562315160 2017-02-15 1 Rodney Gibson P00535604 2562410560 2017-02-09 2015 2021-01-29 14:40:06Z JENNIFER S MADDOX 1130 QUINTARD AVE No 100 ANNISTON AL 36201 33694443 0 X www.yourcommunityfirst.org X 1999 AL To Achieve Positive Change Through the Generosity of Donors, Now and for Generations to Come 12 12 7 41 0 0 1484643 1216278 30061 29270 1868059 2566288 676059 693159 4058822 4504995 1976968 1664056 0 0 387252 423348 0 0 55727 441300 454196 2805520 2541600 1253302 1963395 35226296 38891762 2198296 2495248 33028000 36396514 To Achieve Positive Change Through the Generosity of Donors, Now and for Generations to Come 0 0 2268210 1664056 3284769 THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFIED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. 2268210 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 7 1 0 0 0 0 0 0 1 4 0 0 0 0 0 0 X 12 12 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X X JENNIFER MADDOX 2562315160 1130 QUINTARD AVE SUITE 100 ANNISTON AL 36201 X ROD NOWLIN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MARTHA LAVENDER VICE CHAIRMAN 1.00 X X 0 0 0 TOMMIE GOGGANS TREASURER 1.00 X X 0 0 0 GLORIA BENNETT SECRETARY 1.00 X X 0 0 0 ANTHONY COOK TRUSTEE 1.00 X 0 0 0 TOM POTTS TRUSTEE 1.00 X 0 0 0 JOHN STEVENSON TRUSTEE 1.00 X 0 0 0 ANNE CARRUTH TRUSTEE 1.00 X 0 0 0 AL SHUMAKER TRUSTEE 1.00 X 0 0 0 BRENDA STEDHAM TRUSTEE 1.00 X 0 0 0 JOHN ROCHESTER TRUSTEE 1.00 X 0 0 0 RANDALL COLE TRUSTEE 1.00 X 0 0 0 JENNIFER S MADDOX CEO 40.00 X 122430 0 7416 122430 0 7416 1 0 0 0 0 1216278 82685 1216278 29270 29270 29270 1235182 1235182 689211 0 689211 689211 689211 30520554 29189448 1331106 1331106 1331106 OTHER INCOME 900099 3948 3948 3948 4504995 3284769 0 3948 1473956 1473956 190100 190100 122430 73458 24486 24486 237980 214870 18763 4347 22606 18085 2713 1808 12620 10096 1514 1010 27712 22169 3326 2217 7500 6000 900 600 134075 134075 12525 10020 1503 1002 14911 11929 1789 1193 21483 17186 2578 1719 4937 3949 593 395 25011 20009 3001 2001 93997 75197 11280 7520 71352 57082 8562 5708 Change in value of spli 46894 46894 DUES 6521 5217 782 522 TELEPHONE 5803 4643 696 464 MAINTENANCE & REPAIR 5121 4097 614 410 4066 3253 488 325 2541600 2268210 217663 55727 420888 689130 49 2129 4324140 740358 3666864 3583782 31101633 34576727 36862 39994 35226296 38891762 97077 113296 135854 213529 1965365 2168423 2198296 2495248 X 1933630 2452727 16730507 19482054 14363863 14461733 33028000 36396514 35226296 38891762 1963395 1405119 0 X X 0 1 X 1 0 X 1832680 2277226 1220010 1484643 1216278 8030837 1832680 2277226 1220010 1484643 1216278 8030837 1344788 6686049 1120730 1293498 1234731 2260652 1924393 7834004 15864841 0.42140 0.45630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1181 1181 2541596 2542777 277139 69285 0 0 277139 277139 415709 1181 1181 69285 69285 103928 20 133265 148410 2199364 1 1 31297001 815970 4531524 1629019 128533 34886943 32739970 911142 -163332 2055678 135101 31297001 26863363 332817 6912775 1368985 32739970 23981610 242606 3059571 420424 26863363 20193742 387175 3799841 399148 23981610 0.04500 0.41500 0.54000 0 0 1203416 1203416 2994539 629734 2364805 90122 74561 15561 36063 36063 0 3583782 PAYABLES TO OTHER ORGANIZATIONS 2020894 CHARITABLE GIFT ANNUITY LIABILITY 147529 2168423 X 5910114 1405119 1405119 4504995 0 4504995 2541600 0 2541600 0 2541600 Part V, Line 4: THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT TO THE BENEFICIARY ORGANIZATION OR CHARITABLE PURPOSE AS PROVIDED FOR IN THE DOCUMENT CREATING THE ENDOWMENT. Part X, Line 2: The Foundation applies the provisions of the Accounting Standards Codification relating to uncertainty in income taxes. The guidance required entities to assess their uncertain tax positions for the likelihood that they would be overturned upon IRS examination. In accordance with this guidance, the Foundation had determined that it does not have any positions at September 30, 2016 and 2015, that it would be unable to substantiate. 1 Agnes Scott College 141 East College Avenue Decatur GA 30030 580566116 501(c)(3) 9129 For education Alabama Childhood Food Solutions Inc 205 Old Home Place Alpine AL 35014 454817150 501(c)(3) 10028 Weekender backpack program Alabama Policy Institute 402 Office Park Dr Birmingham AL 35223 630809568 501(c)(3) 20000 For operations, unrestricted All Saints Interfaith Center of Concern 1513 Noble Street Anniston AL 36201 630581368 501(c)(3) 5812 Christmas Wish, unrestricted Anniston Parks & Recreation Department PO Box 2168 Anniston AL 36202 636001182 501(c)(3) 5000 Code Enforcement Clean-Up by Youth Arc of Calhound & Cleburne Counties PO Box 1848 Anniston AL 36202 630749696 501(c)(3) 12630 Medical staff for summer camp, operations Big Brothers Big Sisters of Calhoun County PO Box 1304 Anniston AL 362021304 630847018 501(c)(3) 18058 Operations Boy Scouts of America-Greater Alabama Council PO Box 43307 Birmingham AL 35243 221576300 501(c)(3) 10500 Friends of Scouting and Endowment Boys & Girls Club of ECA PO Box 2347 Anniston AL 36202 630516163 501(c)(3) 29070 Van to safely transport participants Calhoun County Commission 1702 Noble Street Anniston AL 36201 636001434 501(c)(3) 6719 4-H Health Rocks Cheaha Creative Arts PO Box 5097 Anniston AL 362025097 450594628 501(c)(3) 6800 Operations Children's Services Inc PO Box 670 Anniston AL 362020670 630642802 501(c)(3) 9706 For operations, The Parris Home Columbia Theological Seminary PO Box 520 Decatur GA 30031 580566165 501(c)(3) 12172 B.S. Hodges Memorial Fund Community Enabler Developer Inc 104 F Street Anniston AL 36201 630765763 501(c)(3) 48619 Operations, Christmas needs, walk-in cooler, health snacks ECAUCP PO Box 694 Anniston AL 362020694 630515948 501(c)(3) 13100 Operations, General, Health services, Inclusiveness training for staff Etowah Free Clinic PO Box 8622 Gadsden AL 35902 820562064 501(c)(3) 31000 Prescription medications/vaccines for homeless, Diabetes Management Program Extended Family for Kids PO Box 26 Centre AL 35960 262107421 501(c)(3) 13791 Programs and training Family Links PO Box 5072 McClellan AL 36205 943423129 501(c)(3) 9824 Intensive Outpatient Program Family Success Center of Etowah County 821 Broad Street Hokes Bluff AL 35903 631287103 501(c)(3) 12319 Expand counseling services within CFNEA region First Presbyterian Church 1701 Henry Road Anniston AL 36202 630375725 501(c)(3) 51487 For operations, unrestricted, Benevolence for Presbytery, scholarship fund Health Services Center PO Box 1347 Anniston AL 362021347 630993592 501(c)(3) 56000 Hepatitus supplies, lab testing, and vaccines Independent ReadingCounseling Services PO Box 1143 Anniston AL 36202 201099075 501(c)(3) 19305 Operations, Making A Change Program Interfaith Ministries Inc PO Box 1444 Anniston AL 36202 630851160 501(c)(3) 17461 Operations, Christmas Clearing house, families in need, greatest need Jacksonville State University 700 Pelham Road N Jacksonville AL 36265 636001099 501(c)(3) 7963 1st Annual Northeast Alabama Mental Health Program JSU Foundation 700 Pelham Road North Jacksonville AL 36265 590790962 501(c)(3) 38303 JSU CON Enhancing Nursing Simulation The Kid One Transport PO Box 11864 Birmingham AL 35202 631165579 501(c)(3) 12960 Maintenance, fuel, and insurance for one vehicle The Learning Tree PO Box 908 Jacksonville AL 36265 630854115 501(c)(3) 25650 PreSchool, Applied Behaviors Application Mental Health America of Etowah County 821 E Broad Street Gadsden AL 35904 630702875 501(c)(3) 5040 Stress and anger management counseling Piedmont Benevolence Center PO Box 148 Piedmont AL 36272 631287238 501(c)(3) 10000 For operations, shelves and supplies for expansion of clothing distribution Presbyterian College 503 South Broad Street Clinton SC 293252865 570314408 501(c)(3) 9129 For education Public Education Foundation of Anniston 1302 Noble Street Anniston AL 36201 631127477 501(c)(3) 29941 General operations Rainbow Omega Inc POBox 740 Eastaboga AL 36260 631036500 501(c)(3) 124608 To provide support to benefit persons with mental or physical disabilities, Reaching Out International 15 County Road 257 Wedowee AL 36278 271344116 501(c)(3) 26300 Nutrition-traveling freezer, back packs The Red Door Kitchen 500 South Street West Talladega AL 35160 630894825 501(c)(3) 20600 Walk-in freezer Medical Center Memorial Foundatin INC(RMC) PO Box 2208 Anniston AL 36202 630981593 501(c)(3) 7500 Martha Vandervoort Scholarship Fund The Salvation Army PO Box 218 Anniston AL 36202 580660607 501(c)(3) 16000 Expansion of The Salvation Army's Food Assistance Program Saving Animals Volunteer Effort Inc PO Box 2246 Anniston AL 36202 270919730 501(c)(3) 9415 Operations, Spay and Neuter Program Sight Savers America 500 Jemison Road Birmingham AL 23209 300188234 501(c)(3) 36772 Sight Savers America KidCheck Plus Program Southeastern Diabetes Education Services 500 Chase Park South Hoover AL 35244 631091899 501(c)(3) 6240 Camp Seale Harris and Community Programs St Michael's Commnity Services PO Box 1884 Anniston AL 36202 630974974 501(c)(3) 8250 Operations, Expansion of clinic hours and services The Church of St Michael and All Angels PO Box 1884 Anniston AL 36202 630366281 501(c)(3) 14000 Unrestricted Union Presbyterian Seminary 3401 Brook Road Richmond VA 23277 540506428 501(c)(3) 12172 For education West Anniston Foundaton 1700 West 10th Street Anniston AL 36201 522362680 501(c)(3) 11581 Operations, We Can Program YMCA of Calhoun County PO Box 1649 Anniston AL 362021649 630332253 501(c)(3) 14435 Operations, Pool lift chair, Treadmills, After School Program PARKER MEMORIAL BAPTIST CHURCH PO BOX 2104 ANNISTON AL 362022104 000001674 501(c)(3) 7000 UNRESTRICTED 45 Scholarships/education - Alabama A&M University 7 7000 Scholarships/education - The American College of Financial Services 2 5000 Scholarships/education - Auburn University 18 17500 Scholarships/education - Gadsden State Community College 43 41000 Scholarships/education - Jacksonville State University 70 71600 Scholarships/education - University of Alabama 19 23500 Scholarships/education - University of Alabama at Birmingham 7 9000 Scholarships/education - University of Alabama in Huntsville 4 8500 Scholarships/education - University of Montevallo 5 7000 Part I, Line 2: THE FOUNDATION HAS A COMPREHENSIVE PROCESS TO REVIEW, EVALUATE AND CLOSE EACH GRANT AND SCHOLARSHIP AWARD. THE PROCESS INCLUDES: . A PROPOSAL PROCESS TO ENSURE THE REQUEST IS IN LINE WITH FOUNDATION OBJECTIVES . A WRITTEN SET OF GUIDELINES AND APPLICATION FOR ALL GRANT OR SCHOLARSHIP DISTRIBUTIONS . SCREENING AND TRAINING OF ALL EXTERNAL VOLUNTEERS WHO WILL ASSIST IN THE REVIEW PROCESS . A LIST OF ALL VOLUNTEERS IS MAINTAINED BASED ON A 3-YEAR REVIEW OF DISQUALIFIED PERSONS . ALL SCHOLARSHIP APPLICANTS MUST SIGN THAT THEY ARE NOT RELATED TO ANY DISQUALIFIED PERSON . A RANKING FOR EACH GRANT AND SCHOLARSHIP POOL BASED ON THE AWARD'S OBJECTIVE . BOARD OF TRUSTEES HAS EXCLUSIVE FINAL DECISION ON ALL AWARDS . WRITTEN SUMMARY OF THE AWARD AND THE PARAMETERS TO SUSTAIN THE AWARD . SCHOLARSHIPS ARE EXCLUSIVELY DISTRIBUTED TO THE HIGHER EDUCATION INSTITUTION . QUARTERLY WRITTEN REPORTS ON THE PROGRESS AND GRANT EXPENDITURES OR TRANSCRIPTS . RANDOM SITE-VISITS TO CONTINUE THE RELATIONSHIP AND REVIEW THE PROGRESS . RENEGOTIATE SIGNIFICANT GRANT TERMS OR EXPENDITURES BASED ON RELEVANT CHANGES . FINAL GRANT REPORT TO SATISFACTORILY CLOSE THE GRANT DEPENDING ON TIMEFRAME (1-3 YEARS) . ALL GRANT AND SCHOLARSHIP APPLICATIONS ARE MAINTAINED ELECTRONICALLY ACCORDING TO THE FOUNDATION'S DOCUMENT RETENTION POLICY . ALL AWARDED GRANT AND SCHOLARSHIP DOCUMENTATION IS MAINTAINED AND SCANNED MOREOVER, IN COMPLIANCE WITH THE PENSION PROTECTION ACT (2006), THE FOUNDATION EXERCISES FULL CONTROL OVER THE REVIEW AND SELECTION OF ALL SCHOLARSHIP RECIPIENTS WITH NO INDEPENDENT COMMITTEES DELEGATED TO PERFORM THIS ROLE. X X X 0 0 0 0 0 0 0 0 0 JENNIFER S MADDOX CEO 122430 0 0 0 0 0 6216 0 1200 0 129846 0 0 0 X 5 82685 NEW YORK STOCK EXCHANGE 0 1 1 Part I, Line 32b: THE ORGANIZATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHENEVER A CONTRIBUTION IS RECEIVED SUCH AS A SECURITY, IT IS THEN SOLD AND CONVERTED TO CASH AND RECORDED AS CONTRIBUTION REVENUE BASED UPON THE QUOTED MARKET PRICE ON THE DATE OF THE CONTRIBUTION. Form 990, Part VI, Section A, line 2 CEO JENNIFER MADDOX IS A MINORITY SHAREHOLDER IN THE TREASURER OF THE BOARD'S, TOMMIE GOGGANS, COMPANY. Form 990, Part VI, Section A, line 4 THE FOUNDATION AMENDED THE NUMBER OF YEARS A TRUSTEE MUST BE OFF THE BOARD BEFORE RETURNING AGAIN AS A TRUSTEE IN THE FUTURE. Form 990, Part VI, Section B, line 11 BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO AND ACCOUNTING FIRM PRESENT A COPY OF THE 990 FOR DETAILED REVIEW BY THE ORGANIZATION'S BOARD PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IS COMPLETED FOR ALL VOLUNTEERS AND STAFF REGARDLESS OF THE CAPACITY OF THEIR SERVICE. THE FORM INCLUDES A SIGNATURE THAT CONFIRMS THAT THEY HAVE READ AND WILL ADHERE TO THE POLICY. IN ADDITION, EVERY BOARD MEETING AND MOST COMMITTEE MEETINGS BEGIN WITH A REVIEW OF THE CONFLICT OF INTEREST POLICY AND ASKS EACH PARTICIPANT TO FULLY DISCLOSE ANY CONFLICT OR BIAS THAT THEY HAVE WITH ANY AGENDA ITEM. Form 990, Part VI, Section B, line 15 THE COMPENSATION RECOMMENDATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE REVIEW CONSISTS OF: 1.)REVIEW BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ACTUAL COMPENSATION BUDGETED COMPARED WITH THE PROPOSED AMOUNT 2.)REVIEW OF ACTUAL COMPENSATION IN COMPARISON TO OTHER STAFF 3.)OBSERVING COMPARABLE SALARY DATA FROM THE COUNCIL OF FOUNDATIONS, FOR OTHER FOUNDATIONS IN THE U.S. THE COMPESATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVAL IN COMMITTEE MINUTES. Form 990, Part VI, Section C, line 18 THE FOUNDATION MAKES IT'S FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M. FORM 990 IS ALSO PUBLICLY AVAILABLE ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. The foundation does not have a copy of its Form 1023. The Foundation tried to obtain a copy from the IRS but the IRS has destroyed all records prior to 1940. THE FOUNDATION'S FORM 1023 would be dated 1938. Form 990, Part VI, Section C, line 19 THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M.,ON THE FOUNDATIONS WEBSITE AND GUIDESTAR IN PDF FORMAT. Form 990, Part XII, Line 2c: NEITHER THE OVERSIGHT OR SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR