COMMUNITY FOUNDATION OF SOUTH ALABAMA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF SOUTH ALABAMA (EIN 63-0695166)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-13
- IRS object ID
- 201601349349301925
- Schema version
- 2014v6.0
- 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 | 2016-05-13T09:31:29-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630968374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROW SHIELDS BAILEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3742 PROFESSIONAL PARKWAY | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630695166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2514385591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366010990 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA D BYRNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2514385591 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA J ERNEST | PreparerPersonNm |
| PTIN | P00184756 | PTIN |
| Phone | 2513431012 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA D BYRNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,751,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITYFOUNDATIONSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,303,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,948,033 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,771,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,973,773 | CYInvestmentIncomeAmt |
| PY Other Revenue | $771,707 | PYOtherRevenueAmt |
| CY Other Revenue | $827,766 | CYOtherRevenueAmt |
| PY Total Revenue | $6,847,109 | PYTotalRevenueAmt |
| CY Total Revenue | $5,749,572 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,519,823 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,461,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $576,018 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $531,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $321,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,132,715 | PYOtherExpensesAmt |
| CY Other Expenses | $1,218,226 | CYOtherExpensesAmt |
| PY Total Expenses | $4,228,556 | PYTotalExpensesAmt |
| CY Total Expenses | $6,210,817 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,618,553 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$461,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,122,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,091,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,270,207 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $604,012 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,851,834 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,487,143 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,529,628 | ExpenseAmt |
| Grant | $4,461,082 | GrantAmt |
| Desc | THE FOUNDATION'S PROGRAM SERVICE ACTIVITY CONSISTS OF AWARDING GRANTS TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS, BASED ON BOARD OF DIRECTORS' APPROVAL AND CATEGORIES AS REQUESTED BY DONORS. CATEGORIES INCLUDE ANTI-CRIME AND ABUSE, ARTS AND CULTURE, CIVIC AND COMMUNITY, EDUCATION, ENVIRONMENTAL, HEALTH, HUMAN SERVICES, AND RECREATION. A DETAILED SCHEDULE OF GRANTS PAID CAN BE FOUND IN SCHEDULE I. | Desc |
| Total Program Service Expenses | $5,529,628 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINETTE CLAUSMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514385591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NORMAN D PITMAN III | ||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT HIGGINS | ||||||
| VICE CHAIR | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY KATHLEEN MILLER | ||||||
| SECRETARY | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK HIERONYMUS | ||||||
| TREASURER | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR BERNARD H EICHOLD II | ||||||
| IMMEDIATE PAST CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM BATES | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| SAM COVERT | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM GREG DORRIETY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER JENKINS | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JONES | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DR DOUGLAS LITTLES | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| EDWARD B MEYERCORD | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| TAY MORRISSETTE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC NAGER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY RAMSAY-NAILE | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARY TUCKER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SUSAN W TURNER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARIETTA URQUHART | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA ZIPPERLY | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| REBECCA D BYRNE | ||||||
| PRESIDENT | 40.00 | Yes (X) | $106,750 | $0 | $8,190 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,190 | 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 | $2,948,033 | AllOtherContributionsAmt |
| Noncash Contributions | $305,818 | NoncashContributionsAmt |
| Total Contributions | $2,948,033 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,276,822 | TotalRevenueColumnAmt |
| Exclusion | $1,276,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $699,044 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,093 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $699,044 | SecuritiesAmt |
| Other | -$2,093 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $696,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,093 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $699,044 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $790,042 | $790,042 |
| OTHER INCOME | 561000 | $21,718 | $21,718 |
| SPECIAL EVENT INCOME | 900099 | $16,006 | $16,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $827,766 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,749,572 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $825,673 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,975,866 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,461,082 | TotalAmt |
| Program Services | $4,461,082 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,972 | TotalAmt |
| Program Services | $7,649 | ProgramServicesAmt |
| Management And General | $15,297 | ManagementAndGeneralAmt |
| Fundraising | $130,026 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,649 | TotalAmt |
| Program Services | $111,229 | ProgramServicesAmt |
| Management And General | $123,756 | ManagementAndGeneralAmt |
| Fundraising | $72,664 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,941 | TotalAmt |
| Program Services | $2,372 | ProgramServicesAmt |
| Management And General | $3,399 | ManagementAndGeneralAmt |
| Fundraising | $1,170 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,416 | TotalAmt |
| Program Services | $9,369 | ProgramServicesAmt |
| Management And General | $12,436 | ManagementAndGeneralAmt |
| Fundraising | $5,611 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,531 | TotalAmt |
| Program Services | $9,845 | ProgramServicesAmt |
| Management And General | $11,267 | ManagementAndGeneralAmt |
| Fundraising | $15,419 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,343 | TotalAmt |
| Program Services | $9,076 | ProgramServicesAmt |
| Management And General | -$10,419 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,115 | TotalAmt |
| Management And General | $16,115 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,643 | TotalAmt |
| Program Services | $11,972 | ProgramServicesAmt |
| Management And General | $88,137 | ManagementAndGeneralAmt |
| Fundraising | $29,534 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193 | TotalAmt |
| Fundraising | $3,193 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,519 | TotalAmt |
| Program Services | $7,695 | ProgramServicesAmt |
| Management And General | $9,180 | ManagementAndGeneralAmt |
| Fundraising | $19,644 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,909 | TotalAmt |
| Program Services | $3,042 | ProgramServicesAmt |
| Management And General | $3,220 | ManagementAndGeneralAmt |
| Fundraising | $4,647 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,012 | TotalAmt |
| Program Services | $700 | ProgramServicesAmt |
| Management And General | $19,537 | ManagementAndGeneralAmt |
| Fundraising | $775 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920 | TotalAmt |
| Program Services | $765 | ProgramServicesAmt |
| Management And General | $1,889 | ManagementAndGeneralAmt |
| Fundraising | $1,266 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,303 | TotalAmt |
| Program Services | $242 | ProgramServicesAmt |
| Management And General | $13,579 | ManagementAndGeneralAmt |
| Fundraising | $33,482 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,208 | TotalAmt |
| Program Services | $873 | ProgramServicesAmt |
| Management And General | $24,368 | ManagementAndGeneralAmt |
| Fundraising | $967 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,754 | TotalAmt |
| Program Services | $343 | ProgramServicesAmt |
| Management And General | $22,865 | ManagementAndGeneralAmt |
| Fundraising | $546 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $790,042 | $790,042 | |
| INCOME DISTRIBUTIONS | $57,983 | $57,983 | |
| ANNUITY COSTS | $25,145 | $25,145 | |
| COMMISSIONS & PROCESSIN | $18,092 | $17,860 | $232 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,731 | TotalAmt |
| Program Services | $2,344 | ProgramServicesAmt |
| Management And General | $4,647 | ManagementAndGeneralAmt |
| Fundraising | $2,740 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,210,817 | TotalAmt |
| Program Services | $5,529,628 | ProgramServicesAmt |
| Management And General | $359,273 | ManagementAndGeneralAmt |
| Fundraising | $321,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,886 | BOYAmt |
| EOY | $344,883 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $822 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,006 | BOYAmt |
| EOY | $19,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $788,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,609 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,943 | BOYAmt |
| EOY | $564,650 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,025,862 | BOYAmt |
| EOY | $64,060,928 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,218 | BOYAmt |
| EOY | $2,012,840 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,802 | BOYAmt |
| EOY | $2,765 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,324 | BOYAmt |
| EOY | $85,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,122,041 | BOYAmt |
| EOY | $67,091,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,109 | BOYAmt |
| EOY | $36,406 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,999 | BOYAmt |
| EOY | $154,541 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,133 | BOYAmt |
| EOY | $94,006 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,879,966 | BOYAmt |
| EOY | $319,059 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,270,207 | BOYAmt |
| EOY | $604,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,227,274 | BOYAmt |
| EOY | $65,329,973 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,560 | BOYAmt |
| EOY | $1,157,170 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,851,834 | BOYAmt |
| EOY | $66,487,143 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,122,041 | BOYAmt |
| EOY | $67,091,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$461,245 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,443,217 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$314,002 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $14,853,773 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,765,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,218,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,636,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,948,033 | CurrentTaxYearAmt |
| Total | $23,548,482 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,765,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,218,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,636,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,948,033 | CurrentTaxYearAmt |
| Total | $23,548,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,151,232 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,397,250 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,214,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,187,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,272,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,342,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,276,822 | CurrentTaxYearAmt |
| Total | $6,294,055 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $701,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $721,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $775,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $827,766 | CurrentTaxYearAmt |
| Total | $3,681,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,524,105 | TotalSupportAmt |
| Public Support CY170 | 0.57860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE FEES - 2010 AMOUNT: $ 700,379. 2011 AMOUNT: $ 642,399. 2012 AMOUNT: $ 683,525. 2013 AMOUNT: $ 745,632. 2014 AMOUNT: $ 790,042. OTHER INCOME - 2010 AMOUNT: $ 1,115. 2011 AMOUNT: $ 12,179. 2012 AMOUNT: $ 38,248. 2013 AMOUNT: $ 30,325. 2014 AMOUNT: $ 37,724. | ExplanationTxt |
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 | 106 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 347 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,283,813 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,664,220 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,809,742 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,651,340 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,089,511 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $45,397,732 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $913,862 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $6,907 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,056 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $91,807 | AdministrativeExpensesAmt |
| End Year Balance | $773,906 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $969,972 | BeginningYearBalanceAmt |
| Contributions | $963 | ContributionsAmt |
| Investment Earnings Or Losses | $78,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,260 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $116,819 | AdministrativeExpensesAmt |
| End Year Balance | $913,862 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,096 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,654 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $53,399 | AdministrativeExpensesAmt |
| End Year Balance | $969,972 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $895,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $148,025 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $48,846 | AdministrativeExpensesAmt |
| End Year Balance | $994,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $983,580 | BeginningYearBalanceAmt |
| Contributions | $4,283 | ContributionsAmt |
| Investment Earnings Or Losses | $82,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $118,255 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,747 | AdministrativeExpensesAmt |
| End Year Balance | $895,750 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,000 | OtherCostOrOtherBasisAmt |
| Book Value | $171,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $472,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,335 | DepreciationAmt |
| Book Value | $347,856 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,794 | DepreciationAmt |
| Book Value | $35,005 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,480 | DepreciationAmt |
| Book Value | $10,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $564,650 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITIES | Desc |
| Amt | $319,059 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $319,059 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,394,841 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,995,145 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,552 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,000 | OtherRevenueAmt |
| Revenue Not Reported | -$1,979,593 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,374,434 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,375,138 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,375,138 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,749,572 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,723,065 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,552 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,707,513 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $503,304 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $503,304 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,210,817 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ALL ENDOWED FUNDS ARE TO BE USED FOR GRANTMAKING OR COMMUNITY INITIATIVES IN PERPETUITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MISCELLANEOUS FUND EXPENSE 1,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 1,375,138. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MISCELLANEOUS FUND EXPENSE 1,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 503,304. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (112 entries)
| Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|
| BOYS & GIRLS CLUBS OF SOUTH ALABAMA INC | |
| $416,432 | CIVIC & COMMUNITY |
| ST MARY'S HOME | |
| $210,782 | HUMAN SERVICES |
| UNIVERSITY OF SOUTH ALABAMA | |
| $159,250 | EDUCATION |
| ALABAMA FOREST RESOURCES CENTER INC | |
| $126,000 | ENVIRONMENT & ANIMALS |
| SPRING HILL COLLEGE | |
| $122,950 | EDUCATION |
| FAIRHOPE EDUCATIONAL ENRICHMENT FOUNDATION | |
| $87,000 | EDUCATION |
| UNITED WAY OF SOUTHWEST ALABAMA INC | |
| $86,343 | HUMAN SERVICES |
| MADISON HEIGHTS PRESBYTERIAN CHURCH | |
| $80,000 | CIVIC & COMMUNITY |
| CONGREGATION AHAVAS CHESED | |
| $74,928 | CIVIC & COMMUNITY |
| USA MITCHELL CANCER INSTITUTE | |
| $60,350 | HEALTH |
| CITY OF MOBILE | |
| $52,440 | CIVIC & COMMUNITY |
| LITTLE SISTERS OF THE POOR HOME FOR THE AGED INC | |
| $51,000 | HUMAN SERVICES |
| AMERICAN CANCER SOCIETY INC - MOBILE OFFICE | |
| $47,650 | HEALTH |
| MOBILE OPERA INC | |
| $46,720 | ARTS & CULTURE |
| ELEVATOR ESCALATOR SAFETY FOUNDATION INC | |
| $46,600 | HUMAN SERVICES |
| UNIVERSITY OF ALABAMA | |
| $43,500 | EDUCATION |
| THE CHILD ADVOCACY CENTER INC | |
| $40,974 | ANTI-CRIME & ABUSE |
| WILMER HALL CHILDREN'S HOME | |
| $40,100 | HUMAN SERVICES |
| CHRIST CHURCH CATHEDRAL | |
| $37,500 | CIVIC & COMMUNITY |
| THE SALVATION ARMY OF COASTAL ALABAMA AREA COMMAND | |
| $34,527 | HUMAN SERVICES |
| AMERICA'S JUNIOR MISS SCHOLARSHIP FOUNDATION (DISTINGUISHED YOUNG WOMEN) | |
| $34,525 | EDUCATION |
| CLARKE COUNTY HISTORICAL SOCIETY & MUSEUM | |
| $34,300 | ARTS & CULTURE |
| MOBILE SYMPHONY INC | |
| $32,500 | ARTS & CULTURE |
| MULHERIN CUSTODIAL HOME INC | |
| $31,300 | HUMAN SERVICES |
| EVANGELISTIC ASSOCIATION INC | |
| $30,000 | HUMAN SERVICES |
| THE COOPER FOUNDATION | |
| $30,000 | HUMAN SERVICES |
| SOUTH ALABAMA VOLUNTEER LAWYERS PROGRAM | |
| $29,986 | HUMAN SERVICES |
| MOBILE BAYKEEPER INC | |
| $29,300 | ENVIRONMENT & ANIMALS |
| MOBILE ARTS COUNCIL INC | |
| $28,760 | ARTS & CULTURE |
| PENELOPE HOUSE INC | |
| $28,200 | ANTI-CRIME & ABUSE |
| MOBILE AREA JEWISH FEDERATION INC | |
| $27,996 | CIVIC & COMMUNITY |
| ALABAMA CONTEMPORARY ART CENTER | |
| $27,818 | ARTS & CULTURE |
| THE EPISCOPAL CHURCH OF THE HOLY SPIRIT | |
| $26,700 | CIVIC & COMMUNITY |
| BAY AREA FOOD BANK | |
| $26,100 | HUMAN SERVICES |
| DANITA'S CHILDREN HOPE FOR HAITI CHILDREN'S CENTER INC (HFHCC) | |
| $25,400 | HUMAN SERVICES |
| CAMP RAP-A-HOPE FOUNDATION INC | |
| $25,400 | RECREATION |
| FAIRHOPE-POINT CLEAR ROTARY YOUTH PROGRAMS INC | |
| $25,240 | HUMAN SERVICES |
| MCGILL-TOOLEN CATHOLIC HIGH SCHOOL | |
| $25,100 | EDUCATION |
| MOBILE ASSOCIATION FOR RETARDED CITIZENS INC (MOBILE ARC) | |
| $24,582 | HUMAN SERVICES |
| BIG BROTHERS BIG SISTERS OF SOUTH ALABAMA INC | |
| $23,100 | HUMAN SERVICES |
| MOBILE MUSEUM OF ART INC | |
| $21,450 | ARTS & CULTURE |
| FRIENDS OF MAGNOLIA CEMETERY INC | |
| $20,600 | CIVIC & COMMUNITY |
| VOLUNTEERS OF AMERICA SOUTHEAST INC | |
| $20,511 | HUMAN SERVICES |
| UMS-WRIGHT PREPARATORY SCHOOL | |
| $20,487 | EDUCATION |
| ANGELS' ARMS ANIMAL WELFARE CONNECTION | |
| $20,000 | ANTI-CRIME & ABUSE |
| JENNIFER CLAIRE MOORE FOUNDATION INC | |
| $20,000 | HUMAN SERVICES |
| ALABAMA SCHOOL OF MATH & SCIENCE FOUNDATION | |
| $19,200 | EDUCATION |
| ESCAMBIA COUNTY HEALTHCARE AUTHORITY | |
| $19,100 | HEALTH |
| RONALD MCDONALD HOUSE CHARITIES OF MOBILE INC | |
| $18,700 | HUMAN SERVICES |
| BOY SCOUTS OF AMERICA MOBILE AREA COUNCIL | |
| $18,665 | CIVIC & COMMUNITY |
| THOMAS HOSPITAL FOUNDATION | |
| $18,625 | HEALTH |
| VIA HEALTH FITNESS & ENRICHMENT CENTER | |
| $18,300 | HUMAN SERVICES |
| USA EYE RESEARCH INSTITUTE INC | |
| $18,100 | HEALTH |
| MOBILE COUNTY DEPARTMENT OF HUMAN RESOURCES | |
| $17,600 | HUMAN SERVICES |
| MOBILE AREA EDUCATION FOUNDATION | |
| $17,450 | CIVIC & COMMUNITY |
| THE FUSE PROJECT | |
| $17,000 | CIVIC & COMMUNITY |
| AUBURN UNIVERSITY | |
| $16,208 | EDUCATION |
| DAUPHIN WAY UNITED METHODIST CHURCH | |
| $16,150 | CIVIC & COMMUNITY |
| UNIVERSITY OF MOBILE | |
| $16,050 | EDUCATION |
| INTERNATIONAL OUTREACH MINISTRIES INC | |
| $15,600 | CIVIC & COMMUNITY |
| NEW ZION CHRISTIAN CHURCH INC | |
| $15,000 | CIVIC & COMMUNITY |
| YOUNG LIFE - JACKSON AREA OFFICE | |
| $15,000 | CIVIC & COMMUNITY |
| MADISON-RIDGELAND ACADEMY | |
| $15,000 | EDUCATION |
| MOBILE COUNTY PUBLIC SCHOOL SYSTEM | |
| $15,000 | EDUCATION |
| JH RANCH | |
| $15,000 | RECREATION |
| EASTERN SHORE ART ASSOCIATION INC | |
| $14,925 | ARTS & CULTURE |
| USS ALABAMA BATTLESHIP FOUNDATION INC | |
| $14,163 | CIVIC & COMMUNITY |
| MOBILE INFIRMARY ASSOCIATION | |
| $13,700 | HEALTH |
| MOST PURE HEART OF MARY SCHOOL | |
| $13,600 | EDUCATION |
| CARE HOUSE INC | |
| $12,200 | ANTI-CRIME & ABUSE |
| MOBILE CHAMBER MUSIC SOCIETY INC | |
| $12,000 | ARTS & CULTURE |
| ST LAWRENCE CATHOLIC CHURCH | |
| $12,000 | CIVIC & COMMUNITY |
| BIG OAK RANCH INC | |
| $12,000 | HUMAN SERVICES |
| DUMAS WESLEY COMMUNITY CENTER | |
| $12,000 | HUMAN SERVICES |
| BALDWIN COMMUNITY AND ECONOMIC DEVELOPMENT FOUNDATION | |
| $10,750 | CIVIC & COMMUNITY |
| CHRIST UNITED METHODIST CHURCH | |
| $10,200 | CIVIC & COMMUNITY |
| HOME OF GRACE FOR WOMEN INC | |
| $10,000 | ANTI-CRIME & ABUSE |
| B'NAI B'RITH INTERNATIONAL | |
| $10,000 | CIVIC & COMMUNITY |
| PRICHARD PREPARATORY SCHOOL INC | |
| $10,000 | EDUCATION |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |
| $10,000 | EDUCATION |
| UNIVERSITY OF NOTRE DAME | |
| $10,000 | EDUCATION |
| SOUTHEASTERN DIABETES EDUCATION SERVICES INC | |
| $10,000 | HEALTH |
| AUTISM AVENUE INC | |
| $10,000 | HUMAN SERVICES |
| EVERYDAY PEOPLE FOR CHANGE INC | |
| $10,000 | HUMAN SERVICES |
| MAIN STREET MOBILE INC | |
| $9,100 | CIVIC & COMMUNITY |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS | |
| $9,000 | ANTI-CRIME & ABUSE |
| TULANE UNIVERSITY | |
| $8,700 | EDUCATION |
| ALABAMA FREE CLINIC INC | |
| $8,100 | HEALTH |
| NATIONAL MONTFORD POINT MARINE ASSOCIATION INC | |
| $8,000 | CIVIC & COMMUNITY |
| UMS-WRIGHT FOUNDATION INC | |
| $8,000 | EDUCATION |
| THE EDITH MURPHY FOUNDATION | |
| $7,900 | EDUCATION |
| SHEPHERD'S PLACE FOUNDATION | |
| $7,500 | HUMAN SERVICES |
| CONGREGATION ANSHAI TORAH | |
| $7,200 | CIVIC & COMMUNITY |
| SENIOR CITIZENS SERVICES INC (VIA HEALTH CENTER) | |
| $7,100 | HUMAN SERVICES |
| 100 BLACK MEN OF GREATER MOBILE INC | |
| $7,000 | CIVIC & COMMUNITY |
| SAVE A STRAY | |
| $7,000 | ENVIRONMENT & ANIMALS |
| INFIRMARY FOUNDATION | |
| $7,000 | HEALTH |
| CATHOLIC SOCIAL SERVICES OF MOBILE | |
| $7,000 | HUMAN SERVICES |
| MOBILE BALLET INC | |
| $6,965 | ARTS & CULTURE |
| RUFF WILSON YOUTH ORGANIZATION | |
| $6,358 | HUMAN SERVICES |
| ST PAUL'S EPISCOPAL CHURCH | |
| $6,200 | CIVIC & COMMUNITY |
| UNIVERSITY OF ALABAMA COLLEGE OF COMMUNICATIONS & INFORMATIONAL SCIENCE | |
| $6,100 | CIVIC & COMMUNITY |
| THE SHOULDER OF THE CENTRAL GULF COAST INC | |
| $6,100 | HUMAN SERVICES |
| NATIONAL MARITIME MUSEUM OF THE GULF OF MEXICO (GULF QUEST) | |
| $6,000 | ARTS & CULTURE |
| GOVERNMENT STREET PRESBYTERIAN CHURCH | |
| $6,000 | CIVIC & COMMUNITY |
| SAV-A-LIFE MOBILE INC (WOMEN'S RESOURCE CENTER) | |
| $6,000 | HUMAN SERVICES |
| MOBILE UNITED | |
| $5,925 | CIVIC & COMMUNITY |
| BAYSIDE ACADEMY INC | |
| $5,500 | EDUCATION |
| GLOBE INTERNATIONAL MINISTRIES INC | |
| $5,420 | CIVIC & COMMUNITY |
| FIRST BAPTIST CHURCH JACKSON | |
| $5,267 | CIVIC & COMMUNITY |
| PHYSICAL THERAPY LEARNING INSTITUTE | |
| $5,267 | EDUCATION |
| BAYSIDE MEDICAL MISSIONS AND EDUCATIONAL OUTREACH INC | |
| $5,100 | HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE GENERALLY ISSUED TO NON-PROFIT ORGANIZATIONS WITHIN THE U.S. THAT ARE CONFIRMED AS BEING A QUALIFIED 501(C)(3) CHARITABLE, RELIGIOUS, EDUCATIONAL, OR PHILANTHROPIC TAX-EXEMPT ORGANIZATION. A COPY OF EACH GRANTEE'S 501(C)(3) IS KEPT ON FILE. GRANT EVALUATIONS ARE REQUIRED ON CERTAIN GRANTS TO MEASURE IMPACT AND ENSURE CRITERIA ARE FOLLOWED. THE FOUNDATION OCCASIONALLY MAKES GRANTS TO NON TAX-EXEMPT ORGANIZATIONS AND MUST CONDUCT EXPENDITURE RESPONSIBILITY TO ENSURE THE GRANT WAS USED FOR CHARITABLE PURPOSES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $302,451 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,367 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE IS MAILED A COPY FOR REVIEW. THE 990 IS POSTED TO THE ORGANIZATION'S WEBSITE. THE BOARD OF DIRECTORS ARE NOTIFIED WHEN THE 990 IS POSTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | POSSIBLE CONFLICTS OF INTEREST REPORTED BY OFFICERS, DIRECTORS, AND EMPLOYEES ARE FURTHER REVIEWED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR ALL EMPLOYEES, INCLUDING THE CEO/PRESIDENT, THE ORGANIZATION COMPARES SALARY WITH OTHER NON-PROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS SPECIFICALLY IN THE SOUTHEAST REGION OF THE U.S. FOR A FAIR RANGE OF COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION WHEN REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE LAST 3 YEARS ARE AVAILABLE ON ITS WEBSITE AT HTTP://WWW.COMMUNITYFOUNDATIONSA.ORG/FINANCIAL-HISTORY/. |
| FORM 990, PART XI, LINE 9: | AGENCY ENDOWMENT FUNDS RECLASS FROM LIABILITY 14,853,773. |
| FORM 990, PART XI, LINE 9 | THE LIABILITY FOR AGENCY ENDOWMENT FUNDS AS OF 9/30/14 OF $14,853,773 HAS BEEN RECLASSIFIED TO UNRESTRICTED NET ASSETS. SINCE THE FOUNDATION HAS VARIANCE POWER FOR AGENCY ENDOWMENT FUNDS, THE IRS TREATS RECEIPTS BY THESE FUNDS AS CHARITABLE CONTRIBUTIONS TO THE FOUNDATION. FOR FINANCIAL STATEMENT PURPOSES, AGENCY ENDOWMENT FUNDS ARE TREATED AS A LIABILITY BASED ON FAS 136. THEREFORE, REVENUES AND EXPENSES FOR THESE FUNDS ARE REFLECTED AS RECONCILING DIFFERENCES ON SCHEDULE D, PARTS XI AND XII. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|
| CFSA PROPERTIES LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | COMMUNITY FOUNDATION OF SOUTH ALABAMA | |
| CFSA PROGRAM INITIATIVES LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | COMMUNITY FOUNDATION OF SOUTH ALABAMA | |
| CFSA PROPERTIES III LLC | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | COMMUNITY FOUNDATION OF SOUTH ALABAMA | $233,011 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISRAEL & SYLVIA GOLDBERG FAMILY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631268283 | EIN |
| Primary Activities | CHARITY | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SOUTH ALABAMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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