2016-05-12T07:46:48-05:00 2015-09-30 721396621 CARR RIGGS & INGRAM LLC 3700 COLONNADE PARKWAY SUITE 300 BIRMINGHAM AL 35243 990 2014-10-01 582099274 JEFFERSON COUNTY SCHOOLS PUBLIC EDUCATION FOUNDATION INC JEFF 2053792216 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 RICHARD NAIL II PRESIDENT 2053792216 2016-03-13 1 BRIAN BARKSDALE P00185918 2059337822 2016-03-13 2014 2016-08-17 19:52:53Z SALLY PRICE 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 517360 0 X WWW.JEFCOED.COM/FOUNDATION X 1992 AL TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 22 22 1 20 0 0 381766 289689 638 1215 1068 720 43967 69602 427439 361226 313668 257086 0 0 102557 168696 0 0 77868 123000 83194 539225 508976 -111786 -147750 730224 582474 0 0 730224 582474 TO ASSIST THE JEFFERSON COUNTY SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 0 0 326235 257086 11910 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. 326235 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 X SALLY PRICE 2053792216 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 X BARBARA JM CAMPBELL MEMBER 1.00 1.00 X 0 0 0 WADE COX MEMBER 1.00 1.00 X 0 0 0 ROCHELLE DUNN MEMBER 1.00 1.00 X 0 0 0 STEVE H FLANAGAN MEMBER 1.00 1.00 X 0 0 0 ROY HUDSON MEMBER 1.00 1.00 X 0 0 0 TOMMY L LITTLE MEMBER 1.00 1.00 X 0 0 0 JENNIFER PARSONS MEMBER 1.00 1.00 X 0 0 0 D KIM MUNFORD MEMBER 1.00 1.00 X 0 0 0 DR CRAIG POUNCEY MEMBER 1.00 1.00 X 0 0 0 DRSHANNON STANLEY MEMBER 1.00 1.00 X 0 0 0 G THOMAS SURTEES MEMBER 1.00 1.00 X 0 0 0 DEAN TAYLOR MEMBER 1.00 1.00 X 0 0 0 TERRI Q WILLIAMS MEMBER 1.00 1.00 X 0 0 0 CAROLYN BLACKWELL EVANS ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 NEZ CALHOUN MEMBER 1.00 1.00 X 0 0 0 DR BETSY ROGERS ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 WALKER JONES ADVISORY BOARD MEMBER 1.00 1.00 X 0 0 0 WENDI BOYEN TREASURER 1.00 1.00 X 0 0 0 RICHARD A NAIL PRESIDENT 1.00 1.00 X 0 0 0 JONATHAN K PORTER VICE PRESIDENT 1.00 1.00 X 0 0 0 MIKE HOBBS SECRETARY 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 289689 289689 CERTIFICATION FEE REPA 900099 1215 1215 1215 720 720 215761 156134 59627 59627 OTHER REVENUE 900099 9975 9975 9975 361226 11910 0 59627 154590 154590 102496 102496 168696 91722 76974 9226 9226 100 100 5180 2196 2507 477 1345 787 355 203 1424 996 214 214 DROP OUT PREVENTION 20000 20000 LEAD TEACHER MENTORS 7615 7615 VARIOUS DISCRETIONARY F 7183 7183 SCIENCE OLYMPIAD 5534 5534 25587 24838 749 508976 326235 104873 77868 720627 574300 2000 2000 22530 16356 7597 6174 730224 582474 0 0 X 486765 337500 241459 242974 2000 2000 730224 582474 730224 582474 -147750 0 X X 0 1 X 1 0 X 156057 291489 610786 382404 290904 1731640 303275 241087 260968 224820 215761 1245911 459332 532576 871754 607224 506665 2977551 0 0 0 2977551 958 662 692 1068 720 4100 958 662 692 1068 720 4100 2479 333 449 1109 9975 14345 462769 533571 872895 609401 517360 2995996 0.99380 0.99600 0.00140 0.00270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22530 16356 6174 6174 X 517360 156134 156134 361226 0 361226 665110 156134 156134 508976 0 508976 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, 2015, 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 2009 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 156,134. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 156,134. X 0 AL SCHOOL COUPONS 184706 184706 130856 GONE FISHIN 20815 20815 23179 1 10240 10240 2099 215761 215761 156134 156134 59627 1 JEFFERSON COUNTY BOARD OF EDUCATION 636000945 57794 FRANKLIN SCHOLARSHIP - EDUCATIONAL ASSISTANCE NATIONAL BOARD OF PROFESSIONAL TEACHING STANDARDS 521512323 25650 FRANKLIN SCHOLARSHIP - EDUCATIONAL ASSISTANCE BRYAN ELEMENTARY 600 KIMBERLY CUT OFF ROAD MORRIS AL 35116 636000945 9996 EDUCATOR GRANTS LEAD TEACHER MENTORS STIPEND CANDIDATE APPLICATION FEES EDUCATOR GRANTS EDUCATOR GRANTS EDUCATOR GRANTS SUNDOWN SCHOOL RECIPIENTS 5 19600 0 STELLAR PROGRAM STIPEND 16 10273 0 BELL AWARD RECIPIENTS 10 1000 0 FRANKLIN SCHOLARSHIP RECIPIENTS 14 69622 0 SPITZER SCHOLARSHIP RECIPIENTS 1 2000 0 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUME THE OVERSIGHT RESPONSIBLILITY OF THE FINANCIAL STATEMENT AUDIT AND THE HIRING OF THE INDEPENDENT AUDITOR. NO CHANGES HAVE BEEN MADE TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE 2014 TAX YEAR.