2016-05-13T09:31:29-05:00 2015-09-30 630968374 CROW SHIELDS BAILEY PC 3742 PROFESSIONAL PARKWAY MOBILE AL 36609 990 2014-10-01 630695166 THE COMMUNITY FOUNDATION OF SOUTH ALABAMA COMM 2514385591 PO BOX 990 MOBILE AL 366010990 REBECCA D BYRNE PRESIDENT 2514385591 2016-05-11 1 TERESA J ERNEST P00184756 2513431012 2016-05-11 2014 2016-08-17 19:52:53Z REBECCA D BYRNE PO BOX 990 MOBILE AL 36601 5751665 0 X WWW.COMMUNITYFOUNDATIONSA.ORG X 1976 AL 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." 19 19 14 2 0 0 4303480 2948033 0 0 1771922 1973773 771707 827766 6847109 5749572 2519823 4461082 0 0 576018 531509 0 0 321916 1132715 1218226 4228556 6210817 2618553 -461245 70122041 67091155 15270207 604012 54851834 66487143 X 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." 0 0 5529628 4461082 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. 5529628 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 29 0 1 14 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X LINETTE CLAUSMAN 2514385591 PO BOX 990 MOBILE AL 36601 NORMAN D PITMAN III CHAIRMAN 0.50 X X 0 0 0 ROBERT HIGGINS VICE CHAIR 0.60 X X 0 0 0 MARY KATHLEEN MILLER SECRETARY 0.20 X X 0 0 0 MARK HIERONYMUS TREASURER 0.40 X X 0 0 0 DR BERNARD H EICHOLD II IMMEDIATE PAST CHAIR 0.30 X X 0 0 0 TOM BATES DIRECTOR 0.20 X 0 0 0 SAM COVERT DIRECTOR 0.10 X 0 0 0 WILLIAM GREG DORRIETY DIRECTOR 0.10 X 0 0 0 JENNIFER JENKINS DIRECTOR 0.20 X 0 0 0 ROBERT JONES DIRECTOR 0.20 X 0 0 0 DR DOUGLAS LITTLES DIRECTOR 0.30 X 0 0 0 EDWARD B MEYERCORD DIRECTOR 0.40 X 0 0 0 TAY MORRISSETTE DIRECTOR 0.00 X 0 0 0 ERIC NAGER DIRECTOR 0.10 X 0 0 0 ASHLEY RAMSAY-NAILE DIRECTOR 0.30 X 0 0 0 MARY TUCKER DIRECTOR 0.10 X 0 0 0 SUSAN W TURNER DIRECTOR 0.30 X 0 0 0 MARIETTA URQUHART DIRECTOR 0.20 X 0 0 0 CYNTHIA ZIPPERLY DIRECTOR 0.20 X 0 0 0 REBECCA D BYRNE PRESIDENT 40.00 X 106750 0 8190 106750 0 8190 1 0 0 0 0 2948033 305818 2948033 1276822 1276822 699044 0 2093 699044 -2093 696951 -2093 699044 ADMINISTRATIVE FEES 561000 790042 790042 OTHER INCOME 561000 21718 21718 SPECIAL EVENT INCOME 900099 16006 16006 827766 5749572 825673 0 1975866 4461082 4461082 152972 7649 15297 130026 307649 111229 123756 72664 6941 2372 3399 1170 27416 9369 12436 5611 36531 9845 11267 15419 -1343 9076 -10419 16115 16115 129643 11972 88137 29534 3193 3193 36519 7695 9180 19644 10909 3042 3220 4647 21012 700 19537 775 3920 765 1889 1266 47303 242 13579 33482 26208 873 24368 967 23754 343 22865 546 ADMINISTRATIVE FEES 790042 790042 INCOME DISTRIBUTIONS 57983 57983 ANNUITY COSTS 25145 25145 COMMISSIONS & PROCESSIN 18092 17860 232 9731 2344 4647 2740 6210817 5529628 359273 321916 406886 344883 822 14006 19088 788259 223609 811943 564650 66025862 64060928 2749218 2012840 3802 2765 110324 85179 70122041 67091155 77109 36406 192999 154541 120133 94006 14879966 319059 15270207 604012 X 53227274 65329973 1624560 1157170 54851834 66487143 70122041 67091155 X -461245 -2443217 -314002 14853773 X 0 1 X 1 0 X 6765815 1979791 2218726 9636117 2948033 23548482 6765815 1979791 2218726 9636117 2948033 23548482 4151232 19397250 1214661 1187583 1272122 1342867 1276822 6294055 701494 654578 721773 775957 827766 3681568 33524105 0.57860 0.47570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106 347 1283813 1664220 1809742 2651340 21089511 45397732 1 1 913862 0 6907 55056 91807 773906 969972 963 78006 18260 116819 913862 994929 71096 42654 53399 969972 895750 148025 48846 994929 983580 4283 82889 118255 56747 895750 1.00000 0 0 171000 171000 472191 124335 347856 124799 89794 35005 20269 9480 10789 564650 CHARITABLE GIFT ANNUITY LIABILITIES 319059 319059 2394841 -1995145 14552 1000 -1979593 4374434 1375138 1375138 5749572 5723065 14552 1000 15552 5707513 503304 503304 6210817 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. 1 BOYS & GIRLS CLUBS OF SOUTH ALABAMA INC 416432 CIVIC & COMMUNITY ST MARY'S HOME 210782 HUMAN SERVICES UNIVERSITY OF SOUTH ALABAMA 159250 EDUCATION ALABAMA FOREST RESOURCES CENTER INC 126000 ENVIRONMENT & ANIMALS SPRING HILL COLLEGE 122950 EDUCATION FAIRHOPE EDUCATIONAL ENRICHMENT FOUNDATION 87000 EDUCATION UNITED WAY OF SOUTHWEST ALABAMA INC 86343 HUMAN SERVICES MADISON HEIGHTS PRESBYTERIAN CHURCH 80000 CIVIC & COMMUNITY CONGREGATION AHAVAS CHESED 74928 CIVIC & COMMUNITY USA MITCHELL CANCER INSTITUTE 60350 HEALTH CITY OF MOBILE 52440 CIVIC & COMMUNITY LITTLE SISTERS OF THE POOR HOME FOR THE AGED INC 51000 HUMAN SERVICES AMERICAN CANCER SOCIETY INC - MOBILE OFFICE 47650 HEALTH MOBILE OPERA INC 46720 ARTS & CULTURE ELEVATOR ESCALATOR SAFETY FOUNDATION INC 46600 HUMAN SERVICES UNIVERSITY OF ALABAMA 43500 EDUCATION THE CHILD ADVOCACY CENTER INC 40974 ANTI-CRIME & ABUSE WILMER HALL CHILDREN'S HOME 40100 HUMAN SERVICES CHRIST CHURCH CATHEDRAL 37500 CIVIC & COMMUNITY THE SALVATION ARMY OF COASTAL ALABAMA AREA COMMAND 34527 HUMAN SERVICES AMERICA'S JUNIOR MISS SCHOLARSHIP FOUNDATION (DISTINGUISHED YOUNG WOMEN) 34525 EDUCATION CLARKE COUNTY HISTORICAL SOCIETY & MUSEUM 34300 ARTS & CULTURE MOBILE SYMPHONY INC 32500 ARTS & CULTURE MULHERIN CUSTODIAL HOME INC 31300 HUMAN SERVICES EVANGELISTIC ASSOCIATION INC 30000 HUMAN SERVICES THE COOPER FOUNDATION 30000 HUMAN SERVICES SOUTH ALABAMA VOLUNTEER LAWYERS PROGRAM 29986 HUMAN SERVICES MOBILE BAYKEEPER INC 29300 ENVIRONMENT & ANIMALS MOBILE ARTS COUNCIL INC 28760 ARTS & CULTURE PENELOPE HOUSE INC 28200 ANTI-CRIME & ABUSE MOBILE AREA JEWISH FEDERATION INC 27996 CIVIC & COMMUNITY ALABAMA CONTEMPORARY ART CENTER 27818 ARTS & CULTURE THE EPISCOPAL CHURCH OF THE HOLY SPIRIT 26700 CIVIC & COMMUNITY BAY AREA FOOD BANK 26100 HUMAN SERVICES DANITA'S CHILDREN HOPE FOR HAITI CHILDREN'S CENTER INC (HFHCC) 25400 HUMAN SERVICES CAMP RAP-A-HOPE FOUNDATION INC 25400 RECREATION FAIRHOPE-POINT CLEAR ROTARY YOUTH PROGRAMS INC 25240 HUMAN SERVICES MCGILL-TOOLEN CATHOLIC HIGH SCHOOL 25100 EDUCATION MOBILE ASSOCIATION FOR RETARDED CITIZENS INC (MOBILE ARC) 24582 HUMAN SERVICES BIG BROTHERS BIG SISTERS OF SOUTH ALABAMA INC 23100 HUMAN SERVICES MOBILE MUSEUM OF ART INC 21450 ARTS & CULTURE FRIENDS OF MAGNOLIA CEMETERY INC 20600 CIVIC & COMMUNITY VOLUNTEERS OF AMERICA SOUTHEAST INC 20511 HUMAN SERVICES UMS-WRIGHT PREPARATORY SCHOOL 20487 EDUCATION ANGELS' ARMS ANIMAL WELFARE CONNECTION 20000 ANTI-CRIME & ABUSE JENNIFER CLAIRE MOORE FOUNDATION INC 20000 HUMAN SERVICES ALABAMA SCHOOL OF MATH & SCIENCE FOUNDATION 19200 EDUCATION ESCAMBIA COUNTY HEALTHCARE AUTHORITY 19100 HEALTH RONALD MCDONALD HOUSE CHARITIES OF MOBILE INC 18700 HUMAN SERVICES BOY SCOUTS OF AMERICA MOBILE AREA COUNCIL 18665 CIVIC & COMMUNITY THOMAS HOSPITAL FOUNDATION 18625 HEALTH VIA HEALTH FITNESS & ENRICHMENT CENTER 18300 HUMAN SERVICES USA EYE RESEARCH INSTITUTE INC 18100 HEALTH MOBILE COUNTY DEPARTMENT OF HUMAN RESOURCES 17600 HUMAN SERVICES MOBILE AREA EDUCATION FOUNDATION 17450 CIVIC & COMMUNITY THE FUSE PROJECT 17000 CIVIC & COMMUNITY AUBURN UNIVERSITY 16208 EDUCATION DAUPHIN WAY UNITED METHODIST CHURCH 16150 CIVIC & COMMUNITY UNIVERSITY OF MOBILE 16050 EDUCATION INTERNATIONAL OUTREACH MINISTRIES INC 15600 CIVIC & COMMUNITY NEW ZION CHRISTIAN CHURCH INC 15000 CIVIC & COMMUNITY YOUNG LIFE - JACKSON AREA OFFICE 15000 CIVIC & COMMUNITY MADISON-RIDGELAND ACADEMY 15000 EDUCATION MOBILE COUNTY PUBLIC SCHOOL SYSTEM 15000 EDUCATION JH RANCH 15000 RECREATION EASTERN SHORE ART ASSOCIATION INC 14925 ARTS & CULTURE USS ALABAMA BATTLESHIP FOUNDATION INC 14163 CIVIC & COMMUNITY MOBILE INFIRMARY ASSOCIATION 13700 HEALTH MOST PURE HEART OF MARY SCHOOL 13600 EDUCATION CARE HOUSE INC 12200 ANTI-CRIME & ABUSE MOBILE CHAMBER MUSIC SOCIETY INC 12000 ARTS & CULTURE ST LAWRENCE CATHOLIC CHURCH 12000 CIVIC & COMMUNITY BIG OAK RANCH INC 12000 HUMAN SERVICES DUMAS WESLEY COMMUNITY CENTER 12000 HUMAN SERVICES BALDWIN COMMUNITY AND ECONOMIC DEVELOPMENT FOUNDATION 10750 CIVIC & COMMUNITY CHRIST UNITED METHODIST CHURCH 10200 CIVIC & COMMUNITY HOME OF GRACE FOR WOMEN INC 10000 ANTI-CRIME & ABUSE B'NAI B'RITH INTERNATIONAL 10000 CIVIC & COMMUNITY PRICHARD PREPARATORY SCHOOL INC 10000 EDUCATION UNIVERSITY OF ALABAMA AT BIRMINGHAM 10000 EDUCATION UNIVERSITY OF NOTRE DAME 10000 EDUCATION SOUTHEASTERN DIABETES EDUCATION SERVICES INC 10000 HEALTH AUTISM AVENUE INC 10000 HUMAN SERVICES EVERYDAY PEOPLE FOR CHANGE INC 10000 HUMAN SERVICES MAIN STREET MOBILE INC 9100 CIVIC & COMMUNITY JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 9000 ANTI-CRIME & ABUSE TULANE UNIVERSITY 8700 EDUCATION ALABAMA FREE CLINIC INC 8100 HEALTH NATIONAL MONTFORD POINT MARINE ASSOCIATION INC 8000 CIVIC & COMMUNITY UMS-WRIGHT FOUNDATION INC 8000 EDUCATION THE EDITH MURPHY FOUNDATION 7900 EDUCATION SHEPHERD'S PLACE FOUNDATION 7500 HUMAN SERVICES CONGREGATION ANSHAI TORAH 7200 CIVIC & COMMUNITY SENIOR CITIZENS SERVICES INC (VIA HEALTH CENTER) 7100 HUMAN SERVICES 100 BLACK MEN OF GREATER MOBILE INC 7000 CIVIC & COMMUNITY SAVE A STRAY 7000 ENVIRONMENT & ANIMALS INFIRMARY FOUNDATION 7000 HEALTH CATHOLIC SOCIAL SERVICES OF MOBILE 7000 HUMAN SERVICES MOBILE BALLET INC 6965 ARTS & CULTURE RUFF WILSON YOUTH ORGANIZATION 6358 HUMAN SERVICES ST PAUL'S EPISCOPAL CHURCH 6200 CIVIC & COMMUNITY UNIVERSITY OF ALABAMA COLLEGE OF COMMUNICATIONS & INFORMATIONAL SCIENCE 6100 CIVIC & COMMUNITY THE SHOULDER OF THE CENTRAL GULF COAST INC 6100 HUMAN SERVICES NATIONAL MARITIME MUSEUM OF THE GULF OF MEXICO (GULF QUEST) 6000 ARTS & CULTURE GOVERNMENT STREET PRESBYTERIAN CHURCH 6000 CIVIC & COMMUNITY SAV-A-LIFE MOBILE INC (WOMEN'S RESOURCE CENTER) 6000 HUMAN SERVICES MOBILE UNITED 5925 CIVIC & COMMUNITY BAYSIDE ACADEMY INC 5500 EDUCATION GLOBE INTERNATIONAL MINISTRIES INC 5420 CIVIC & COMMUNITY FIRST BAPTIST CHURCH JACKSON 5267 CIVIC & COMMUNITY PHYSICAL THERAPY LEARNING INSTITUTE 5267 EDUCATION BAYSIDE MEDICAL MISSIONS AND EDUCATIONAL OUTREACH INC 5100 HEALTH 111 1 PART I, LINE 2: 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. X 12 302451 FAIR MARKET VALUE X SUPPLIES 4 3367 FAIR MARKET VALUE 0 0 1 0 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. 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 233011 COMMUNITY FOUNDATION OF SOUTH ALABAMA THE ISRAEL & SYLVIA GOLDBERG FAMILY PO BOX 990 MOBILE AL 36601 631268283 CHARITY AL 501(C)(3) LINE 11A, I COMMUNITY FOUNDATION OF SOUTH ALABAMA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0