JEFFERSON COUNTY SCHOOLS PUBLIC SCHOOLS PUBLIC EDUCATION FDN: Form 990, tax year 2015
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- Organization
- JEFFERSON COUNTY SCHOOLS PUBLIC SCHOOLS PUBLIC EDUCATION FDN (EIN 58-2099274)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-05-04
- IRS object ID
- 201701249349300425
- Schema version
- 2015v3.0
- 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 | 2017-05-04T11:43:56-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 COLONNADE PARKWAY SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582099274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON COUNTY SCHOOLS PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 2053792216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NAIL II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2053792216 | PhoneNum |
| Signature | 2017-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN BARKSDALE | PreparerPersonNm |
| PTIN | P00185918 | PTIN |
| Phone | 2059337822 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLY PRICE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $440,080 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEFCOED.COM/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $289,689 | PYContributionsGrantsAmt |
| CY Contributions Grants | $270,213 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,690 | CYProgramServiceRevenueAmt |
| PY Investment Income | $720 | PYInvestmentIncomeAmt |
| CY Investment Income | $498 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,602 | PYOtherRevenueAmt |
| CY Other Revenue | $31,644 | CYOtherRevenueAmt |
| PY Total Revenue | $361,226 | PYTotalRevenueAmt |
| CY Total Revenue | $305,045 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $257,086 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $266,806 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $140,078 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $67,778 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,194 | PYOtherExpensesAmt |
| CY Other Expenses | $73,767 | CYOtherExpensesAmt |
| PY Total Expenses | $508,976 | PYTotalExpensesAmt |
| CY Total Expenses | $480,651 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$147,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$175,606 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $582,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $582,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $406,868 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $320,111 | ExpenseAmt |
| Grant | $266,806 | GrantAmt |
| Revenue | $3,294 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $320,111 | 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 | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY PRICE | PersonNm |
| Phone | 2053792216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 SOUTH 18TH STREET | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BARBARA JM CAMPBELL | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WADE COX | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROCHELLE DUNN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE H FLANAGAN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROY HUDSON | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOMMY L LITTLE | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER PARSONS | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| D KIM MUNFORD | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CRAIG POUNCEY | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DRSHANNON STANLEY | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| G THOMAS SURTEES | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI Q WILLIAMS | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN BLACKWELL EVANS | |||||||
| ADVISORY BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEZ CALHOUN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BETSY ROGERS | |||||||
| ADVISORY BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALKER JONES | |||||||
| ADVISORY BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A NAIL | |||||||
| PRESIDENT | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN K PORTER | |||||||
| VICE PRESIDENT | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WENDI BOYEN | |||||||
| TREASURER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE HOBBS | |||||||
| SECRETARY | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $270,213 | AllOtherContributionsAmt |
| Total Contributions | $270,213 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATION FEE REPA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,690 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,690 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $498 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $166,573 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $135,035 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,538 | TotalRevenueColumnAmt |
| Exclusion | $31,538 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,294 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,538 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,256 | TotalAmt |
| Program Services | $182,256 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,550 | TotalAmt |
| Program Services | $84,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,078 | TotalAmt |
| Management And General | $73,358 | ManagementAndGeneralAmt |
| Fundraising | $66,720 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449 | TotalAmt |
| Management And General | $449 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,572 | TotalAmt |
| Management And General | $10,572 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Management And General | $3,750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,413 | TotalAmt |
| Program Services | $2,719 | ProgramServicesAmt |
| Management And General | $3,104 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681 | TotalAmt |
| Program Services | $983 | ProgramServicesAmt |
| Management And General | $444 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424 | TotalAmt |
| Program Services | $996 | ProgramServicesAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284 | TotalAmt |
| Program Services | $1,284 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STELLAR WORKSHOP | $18,550 | $18,550 | |
| VARIOUS DISCRETIONARY F | $6,662 | $6,662 | |
| SECOND MILE TEACHER | $4,336 | $4,336 | |
| MISCELLANEOUS | $3,704 | $2,833 | $871 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,942 | TotalAmt |
| Program Services | $14,942 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,651 | TotalAmt |
| Program Services | $320,111 | ProgramServicesAmt |
| Management And General | $92,762 | ManagementAndGeneralAmt |
| Fundraising | $67,778 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,300 | BOYAmt |
| EOY | $400,118 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,780 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,174 | BOYAmt |
| EOY | $4,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,474 | BOYAmt |
| EOY | $406,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,500 | BOYAmt |
| EOY | $179,424 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,974 | BOYAmt |
| EOY | $225,444 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,474 | BOYAmt |
| EOY | $406,868 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,474 | BOYAmt |
| EOY | $406,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$175,606 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $610,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $382,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $290,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $272,903 | CurrentTaxYearAmt |
| Total | $1,848,486 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,573 | CurrentTaxYearAmt |
| Total | $1,109,209 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $871,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $607,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $506,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $439,476 | CurrentTaxYearAmt |
| Total | $2,957,695 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,957,695 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498 | CurrentTaxYearAmt |
| Total | $3,640 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498 | CurrentTaxYearAmt |
| Total | $3,640 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106 | CurrentTaxYearAmt |
| Total | $11,972 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $517,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,080 | CurrentTaxYearAmt |
| Total | $2,973,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99380 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,780 | DepreciationAmt |
| Book Value | $4,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,750 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $440,080 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $135,035 | OtherRevenueAmt |
| Revenue Not Reported | $135,035 | RevenueNotReportedAmt |
| Revenue Subtotal | $305,045 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $305,045 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $615,686 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $135,035 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $135,035 | ExpensesNotReportedAmt |
| Expenses Subtotal | $480,651 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $480,651 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2016, 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 2013 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF FUNDRAISING EVENTS 135,035. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF FUNDRAISING EVENTS 135,035. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
| Licensed States | AL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOOL COUPONS | Event1Nm |
| Gross Receipts Event1 | $144,708 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $144,708 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $108,419 | OtherDirectExpensesEvent1Amt |
| Event2 | GONE FISHIN | Event2Nm |
| Gross Receipts Event2 | $21,865 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $21,865 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $26,616 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $166,573 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $166,573 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,035 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $135,035 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,538 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|
| JEFFERSON COUNTY BOARD OF EDUCATION | ||||||
| 636000945 | $77,437 | LEAD TEACHER MENTORS | ||||
| BIRMINGHAM CITY BOARD OF EDUCATION | ||||||
| 636000767 | $19,000 | MCDOLLARS FOR TEACHERS | ||||
| BRYAN ELEMENTARY | ||||||
| 636000945 | $9,219 | EDUCATOR GRANTS | 600 KIMBERLY CUT OFF ROAD | MORRIS | AL | 35116 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SUNDOWN SCHOOL RECIPIENTS | 1 | $1,600 |
| STELLAR PROGRAM STIPEND | 3 | $1,450 |
| BELL AWARD RECIPIENTS | 10 | $1,000 |
| FRANKLIN SCHOLARSHIP RECIPIENTS | 16 | $77,000 |
| SPITZER SCHOLARSHIP RECIPIENTS | 1 | $2,500 |
| EDUCATOR GRANTS | 1 | $1,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
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