RIVER REGION UNITED WAY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RIVER REGION UNITED WAY (EIN 63-0330778)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-10
- IRS object ID
- 201640419349301804
- 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 | 2016-02-10T14:38:58-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 7550 HALCYON SUMMIT DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36117 | 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 | 630330778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVER REGION UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 3342647318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 868 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES L HILL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3342647318 | PhoneNum |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M CHAD SINGLETARY CPA | PreparerPersonNm |
| PTIN | P00166368 | PTIN |
| Phone | 3342716678 | PhoneNum |
| Preparation | 2016-02-09 | 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 | JAMES L HILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 868 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,552,376 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RIVERREGIONUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN COMMUNITY CONDITIONS. IN ITS DAILY OPERATIONS, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 5471 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,420,464 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,057,567 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,987 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100 | PYOtherRevenueAmt |
| CY Other Revenue | $9,555 | CYOtherRevenueAmt |
| PY Total Revenue | $3,500,551 | PYTotalRevenueAmt |
| CY Total Revenue | $4,176,125 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,829,672 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,421,506 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $732,387 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $757,807 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $413,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $694,480 | PYOtherExpensesAmt |
| CY Other Expenses | $636,358 | CYOtherExpensesAmt |
| PY Total Expenses | $4,256,539 | PYTotalExpensesAmt |
| CY Total Expenses | $5,815,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$755,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,639,546 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,937,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,112,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,919,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,808,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,017,719 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,303,956 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN COMMUNITY CONDITIONS. IN ITS DAILY OPERATIONS, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,728,684 | ExpenseAmt |
| Grant | $4,421,506 | GrantAmt |
| Desc | DIRECT SUPPORT TO UNITED WAY AGENCIES, ALLOCATIONS AND GRANTS, AND OTHER PROGRAMS - DURING THE YEAR ENDED SEPTEMBER 30, 2015, THE ORGANIZATION CHANGED IT'S FUNDING YEAR FROM APRIL 1 TO MARCH 31 TO OCTOBER 1 TO SEPTEMBER 30 FOR ITS ALLOCATIONS. THE CHANGE RESULTED IN A ONE-TIME ADDITIONAL ACCRUAL OF ALLOCATIONS TO AGENCIES FOR THE ADDITIONAL SIX MONTH COMMITTMENT PERIOD OF APRIL 1, 2016 TO SEPTEMBER 30, 2016. THE ADDITIONAL COMMITTMENT WAS $1,947,623 AND CONTRIBUTED SIGNIFICANTLY TO THE ORGANIZATION'S DECREASE IN NET ASSETS OF $1,639,546 FOR THE YEAR ENDED SEPTEMBER 30, 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,687 | ExpenseAmt |
| Desc | 2-1-1 CONNECTS SOUTH CENTRAL ALABAMA PROGRAM CONNECTS RESIDENTS IN MONTGOMERY, AUTAUGA, BUTLER, COOSA, CRENSHAW, ELMORE, DALLAS, PERRY, MACON, LOWNDES, TALLAPOOSA, WILCOX, BULLOCK, PIKE, AND CRENSHAW COUNTIES THROUGH A STATEWIDE NETWORK OF 24/7 CALL CENTERS, WHICH PROVIDE INFORMATION AND ACCESS TO HEALTH AND HUMAN SERVICES BOTH LOCALLY AND STATEWIDE. THE INFORMATIONAL SERVICES DELIVERED CONNECTS PEOPLE TO PROVIDERS AND DIRECTLY ASSISTS RESIDENTS IN OBTAINING BASIC HUMAN NEEDS, PHYSICAL AND MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, AND AID FOR YOUTH AND FAMILIES AND PERSONS WITH DISABILITIES. RIVER REGION UNITED WAY FUNDS, MANAGES, AND IS ACTIVELY INVOLVED WITH THE PROGRAM BOTH LOCALLY AND STATEWIDE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,890,371 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 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 | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342647318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 COMMERCE STREET SUITE 600 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GUY DAVIS JR | ||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RHONDA SIBLEY | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHERINE JACKSON | ||||||
| VICE CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER ANDERSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY ARTHUR | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA BELTON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BIRMINGHAM | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BRIDDELL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELTON BROOKS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEN BRUCE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MITZI COLE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK CUNNINGHAM | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER DAVIS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON FOSHEE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FOX | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JASON GOODSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK GRECO | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT GRIER | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON HOWE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CECILY JACKSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENO JAMES | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN JOHNSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIAN JOHNSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS LEE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOYCE LOYD | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAXON MAIN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATANGA MANTS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE MATHIS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLAY MCCONNELL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY MURPHY | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| OMAR NEAL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY PUCKETT | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLINTON RICHARDSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROB ROBISON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WADE SEAMON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL SINCO | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER SPAIN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS SUSOCK | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE GREENE | ||||||
| SR. V.P. & COO | 40.00 | Yes (X) | $80,532 | $0 | $20,857 | |
| JAMES L HILL | ||||||
| PRESDIENT & CEO | 40.00 | Yes (X) | $93,800 | $0 | $21,451 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $174,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,308 | 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 | $4,057,567 | AllOtherContributionsAmt |
| Total Contributions | $4,057,567 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,604 | TotalRevenueColumnAmt |
| Exclusion | $29,604 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,452,252 | SecuritiesAmt |
| Other | $3,398 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,376,251 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,001 | SecuritiesAmt |
| Other | $3,398 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,399 | TotalRevenueColumnAmt |
| Exclusion | $79,399 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,555 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,555 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,176,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,003 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,421,506 | TotalAmt |
| Program Services | $4,421,506 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,873 | TotalAmt |
| Program Services | $37,815 | ProgramServicesAmt |
| Management And General | $107,513 | ManagementAndGeneralAmt |
| Fundraising | $72,545 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,093 | TotalAmt |
| Program Services | $74,386 | ProgramServicesAmt |
| Management And General | $193,342 | ManagementAndGeneralAmt |
| Fundraising | $143,365 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,114 | TotalAmt |
| Program Services | $2,882 | ProgramServicesAmt |
| Management And General | $25,900 | ManagementAndGeneralAmt |
| Fundraising | $5,332 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,122 | TotalAmt |
| Program Services | $9,073 | ProgramServicesAmt |
| Management And General | $19,473 | ManagementAndGeneralAmt |
| Fundraising | $16,576 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,605 | TotalAmt |
| Program Services | $9,481 | ProgramServicesAmt |
| Management And General | $22,768 | ManagementAndGeneralAmt |
| Fundraising | $17,356 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,609 | TotalAmt |
| Program Services | $9,845 | ProgramServicesAmt |
| Management And General | $30,816 | ManagementAndGeneralAmt |
| Fundraising | $948 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,657 | TotalAmt |
| Program Services | $264 | ProgramServicesAmt |
| Management And General | $2,080 | ManagementAndGeneralAmt |
| Fundraising | $3,313 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,699 | TotalAmt |
| Program Services | $4,148 | ProgramServicesAmt |
| Management And General | $9,280 | ManagementAndGeneralAmt |
| Fundraising | $16,271 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,012 | TotalAmt |
| Program Services | $25,935 | ProgramServicesAmt |
| Management And General | $36,624 | ManagementAndGeneralAmt |
| Fundraising | $30,453 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,675 | TotalAmt |
| Program Services | $87 | ProgramServicesAmt |
| Management And General | $9,616 | ManagementAndGeneralAmt |
| Fundraising | $2,972 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,416 | TotalAmt |
| Program Services | $1,653 | ProgramServicesAmt |
| Management And General | $4,068 | ManagementAndGeneralAmt |
| Fundraising | $695 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,987 | TotalAmt |
| Program Services | $464 | ProgramServicesAmt |
| Management And General | $1,663 | ManagementAndGeneralAmt |
| Fundraising | $860 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,569 | TotalAmt |
| Program Services | $4,541 | ProgramServicesAmt |
| Management And General | $15,460 | ManagementAndGeneralAmt |
| Fundraising | $6,568 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,555 | TotalAmt |
| Program Services | $720 | ProgramServicesAmt |
| Management And General | $2,583 | ManagementAndGeneralAmt |
| Fundraising | $1,252 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $231,000 | $177,082 | $53,918 | |
| DUES AND MENBERSHIPS | $74,084 | $69,113 | $692 | $4,279 |
| CAMPAIGN EXPENSES | $43,777 | $11,008 | $31,988 | $781 |
| INVESTMENT AND BANK FEE | $38,777 | $26,514 | $1,499 | $10,764 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,541 | TotalAmt |
| Program Services | $3,854 | ProgramServicesAmt |
| Management And General | $14,879 | ManagementAndGeneralAmt |
| Fundraising | $6,808 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,815,671 | TotalAmt |
| Program Services | $4,890,371 | ProgramServicesAmt |
| Management And General | $511,889 | ManagementAndGeneralAmt |
| Fundraising | $413,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,890 | BOYAmt |
| EOY | $1,207,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,511,905 | BOYAmt |
| EOY | $1,811,717 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,579 | BOYAmt |
| EOY | $1,782,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,308 | BOYAmt |
| EOY | $83,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,856 | BOYAmt |
| EOY | $23,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,671 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,012 | BOYAmt |
| EOY | $83,484 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,831,257 | BOYAmt |
| EOY | $2,113,456 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,757 | BOYAmt |
| EOY | $7,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,937,564 | BOYAmt |
| EOY | $7,112,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,133 | BOYAmt |
| EOY | $39,836 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,528 | BOYAmt |
| EOY | $50,795 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,842,684 | BOYAmt |
| EOY | $4,717,773 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,919,845 | BOYAmt |
| EOY | $4,808,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,040,332 | BOYAmt |
| EOY | $339,680 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,625,193 | BOYAmt |
| EOY | $1,599,152 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,194 | BOYAmt |
| EOY | $365,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,719 | BOYAmt |
| EOY | $2,303,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,937,564 | BOYAmt |
| EOY | $7,112,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,639,546 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$74,217 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $5,825,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,597,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,497,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,420,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,057,567 | CurrentTaxYearAmt |
| Total | $21,398,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,825,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,597,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,497,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,420,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,057,567 | CurrentTaxYearAmt |
| Total | $21,398,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $313,222 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,085,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,810 | CurrentTaxYearAmt |
| Total | $426,706 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,554 | CurrentTaxYearAmt |
| Total | $13,329 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,838,904 | TotalSupportAmt |
| Public Support CY170 | 0.96550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,246,856 | BeginningYearBalanceAmt |
| Contributions | $13,530 | ContributionsAmt |
| Investment Earnings Or Losses | $16,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,969 | OtherExpendituresAmt |
| End Year Balance | $1,253,073 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,202,761 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $65,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,727 | OtherExpendituresAmt |
| End Year Balance | $1,246,856 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,136,461 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $100,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,677 | OtherExpendituresAmt |
| End Year Balance | $1,202,761 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,041,050 | BeginningYearBalanceAmt |
| Contributions | $31,700 | ContributionsAmt |
| Investment Earnings Or Losses | $105,899 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,188 | OtherExpendituresAmt |
| End Year Balance | $1,136,461 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,095,204 | BeginningYearBalanceAmt |
| Contributions | $900 | ContributionsAmt |
| Investment Earnings Or Losses | $10,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,112 | OtherExpendituresAmt |
| End Year Balance | $1,041,050 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.71000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $126,205 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $90,802 | DepreciationAmt |
| Book Value | $35,403 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $54,950 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,869 | DepreciationAmt |
| Book Value | $48,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,484 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $982,968 | C |
| CACF POOLED ACCOUNTS | $210,982 | C |
| MUTUAL FUNDS - FIXED INCOME | $344,711 | F |
| MUTUAL FUNDS - EQUITIES | $380,391 | F |
| LIMITED PARTNERSHIP INTEREST | $194,404 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,113,456 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS DUE TO AGENCIES | $3,954,628 |
| DESIGNATIONS DUE TO AGENCIES | $763,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,717,773 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,101,908 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$74,217 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$74,217 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,176,125 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,176,125 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,815,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,815,671 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,815,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE SETUP WITH VARIOUS RESTRICTIONS. THE LOEB FAMILY ENDOWMENT RESTRICTIONS USE OF INVESTMENT EARNINGS FOR 10 YEARS AND PRINCIPAL FOR 50 YEARS FROM ITS INCEPTION IN 2001. THE DETOCQUEVILLE FUND MATCHES CONTRIBUTIONS GIVEN TO THE ORGANIZATION OVER A 2 YEAR PERIOD. THE MYRON J. ROTHSCHILD FUND FOR EMERGENCY RELIEF ASSISTS FAMILIES AND INDIVIDUALS IN NEED AS A RESULT OF HARDSHIP AND SUFFERING NOT COVERED BY ORGANIZED RELIEF AGENCIES. THE FUND IS MANAGED BY A THREE PERSON COMMITTEE THAT MAKES ALL DETERMINATIONS CONCERNING THE INVESTMENT OF THE PRINCIPAL AND APPLICATION OF THE INCOME. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC (ACCOUNTING STANDARDS CODIFICATION) NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS A RESULT, THE ORGANIZATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE ORGANIZATION TO ANY MATERIAL INCOME TAX EXPOSURE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE PERIODS BEGINNING ON OCTOBER 1, 2011 FOR ALL MAJOR TAX JURISDICTIONS. |
| PART X, LINE 1 | DURING THE YEAR ENDED SEPTEMBER 30, 2015, THE ORGANIZATION CHANGED ITS FUNDING YEAR FROM APRIL 1 THROUGH MARCH 31 TO OCTOBER 1 THROUGH SEPTEMBER 30. THE CHANGE RESULTED IN A ONE-TIME ADDITIONAL ACCRUAL OF ALLOCATIONS PAYABLE FOR THE ADDITIONAL SIX MONTH COMMITMENT PERIOD OF APRIL 1, 2016 TO SEPTEMBER 30, 2016. THIS ONE-TIME AMOUNT REPRESENTS AN ACCRUED (NOT PAID) COMMITMENT TO MEMBER AGENCIES AND DID NOT AFFECT THE ORGANIZATION'S CURRENT YEAR CASH FLOWS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AID TO INMATE MOTHERS INC | ||||||
| 434 N MCDONOUGH STREET | MONTGOMERY | AL | 36104 | 631032194 | $6,659 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| AMERICAN CANCER SOCIETY MONTGOMERY COUNTY UNIT | ||||||
| 3054-C MCGEHEE ROAD | MONTGOMERY | AL | 36111 | 640329009 | $32,083 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| AMERICAN HEART ASSOCIATION | ||||||
| 1449 MEDICAL PARK DRIVE | BIRMINGHAM | AL | 35213 | 135613797 | $38,449 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| AMERICAN RED CROSS OF CENTRAL ALABAMA | ||||||
| 5015 WOODS CROSSING | MONTGOMERY | AL | 36106 | 630288804 | $292,684 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| THE ARC OF EASTERN ELMORE COUNTY | ||||||
| 230 SUGARBERRY ROAD | WETUMPKA | AL | 36092 | 631010538 | $5,003 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| BOY SCOUTS OF AMERICA TUKABATCHEE AREA COUNCIL | ||||||
| 3067 CARTER HILL RD | MONTGOMERY | AL | 36111 | 630302109 | $121,815 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| BOYS & GIRLS CLUBS OF MONTGOMERY | ||||||
| 804 S PERRY ST SUITE 201 | MONTGOMERY | AL | 36104 | 630302108 | $224,692 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| BRANTWOOD CHILDREN'S HOME | ||||||
| 1309 UPPER WETUMPKA ROAD | MONTGOMERY | AL | 36107 | 630318657 | $75,259 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| CATHOLIC SOCIAL SERVICES | ||||||
| 4455 NARROW LANE ROAD | MONTGOMERY | AL | 36116 | 630627699 | $71,849 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| CHEMICAL ADDICTIONS PROGRAM | ||||||
| 1153 AIR BASE BOULEVARD | MONTGOMERY | AL | 36108 | 630778800 | $55,876 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| CHILD PROTECT INC | ||||||
| 935 SOUTH PERRY STREET | MONTGOMERY | AL | 36104 | 631014993 | $3,892 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| CHILDREN'S CENTER OF MONTGOMERY | ||||||
| 310 NORTH MADISON TERRACE | MONTGOMERY | AL | 36107 | 630356658 | $89,803 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| EASTER SEALS CAMP ASCCA | ||||||
| 5278 CAMP ASSCA DRIVE | JACKSONS GAP | AL | 36861 | 630680272 | $14,329 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| EASTER SEALS CENTRAL ALABAMA REHABILTATION & CAREER CENTER | ||||||
| 2125 EAST SOUTH BOULEVARD | MONTGOMERY | AL | 36116 | 630435761 | $126,707 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| ELMOREAUTAUGA COMMUNITY ACTION COMMITTEE | ||||||
| 504 AUTAUGA STREET | WETUMPKA | AL | 36092 | 636155200 | $20,714 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| FAMILY GUIDANCE CENTER OF ALABAMA | ||||||
| 2358 FAIRLANE DRIVE | MONTGOMERY | AL | 36116 | 630400591 | $197,717 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| FAMILY SUNSHINE CENTER | ||||||
| PO BOX 5160 | MONTGOMERY | AL | 361035160 | 630756933 | $76,134 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| GIFT OF LIFE FOUNDATION | ||||||
| 1348 CARMICHAEL WAY | MONTGOMERY | AL | 36106 | 630978855 | $8,804 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| GIRL SCOUTS OF SOUTHERN ALABAMA INC | ||||||
| 145 COLISEUM BOUELVARD | MONTGOMERY | AL | 36109 | 630421430 | $59,345 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| GOODWILL INDUSTRIES OF CENTRAL ALABAMA | ||||||
| 900 AIR BASE BOULEVARD | MONTGOMERY | AL | 36108 | 630522335 | $3,715 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| HANDS ON RIVER REGION | ||||||
| 2101 EASTERN BOULEVARD | MONTGOMERY | AL | 36117 | 630663412 | $83,687 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| HEALTH SERVICES INC | ||||||
| 4178 LOMAC STREET | MONTGOMERY | AL | 36106 | 630568762 | $17,180 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| HOSPICE OF MONTGOMERY | ||||||
| 1111 HOLLOWAY PARK | MONTGOMERY | AL | 36117 | 630768381 | $262 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| LIGHTHOUSE COUNSELING CENTER INC | ||||||
| 1415 EAST SOUTH BOULEVARD | MONTGOMERY | AL | 36116 | 237126914 | $73,608 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| LOUISE M SMITH DEVELOPMENT CENTER (AWEARC) | ||||||
| PO BOX 681952 | PRATTVILLE | AL | 36068 | 630889927 | $16,242 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| MAXWELL-GUNTER YOUTH ACTIVITIES | ||||||
| 220 S TURNER BOULEVARD | GUNTER ANNEX | AL | 36114 | 630501944 | $29,930 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| MENTAL HEALTH AMERICA IN MONTGOMERY | ||||||
| 1116 SOUTH HULL ST | MONTGOMERY | AL | 36104 | 630328645 | $78,396 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| MONTGOMERY AREA COUNCIL ON AGING | ||||||
| 115 EAST JEFFERSON STREET | MONTGOMERY | AL | 36104 | 630634950 | $69,203 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS | ||||||
| 527 BUCKINGHAM DR | MONTGOMERY | AL | 36116 | 630418302 | $71,532 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| PASS PEERS ARE STAYING STRAIGHT | ||||||
| 1849 GLYNWOOD DRIVE | PRATTVILLE | AL | 36066 | 582040733 | $32,943 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| THE SALVATION ARMY | ||||||
| 900 BELL STREET | MONTGOMERY | AL | 36104 | 580660607 | $89,214 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| SAYNO IN THE MONTGOMERY AREA INC | ||||||
| 492 SOUTH COURT STREET | MONTGOMERY | AL | 36104 | 631049388 | $23,004 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| SECOND CHANCE FOUNDATION | ||||||
| 810 CEDAR STREET | MONTGOMERY | AL | 36106 | 631213248 | $15,757 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| SICKLE CELL FOUNDATION OF GREATER MONTGOMERY | ||||||
| 3180 US HWY 80 WEST | MONTGOMERY | AL | 36108 | 630830977 | $37,394 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| YMCA OF MONTGOMERY | ||||||
| 880 SOUTH LAWRENCE STREET | MONTGOMERY | AL | 36104 | 630288885 | $200,313 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| YMCA OF PRATTVILLE | ||||||
| 600 MAIN STREET | PRATTVILLE | AL | 36067 | 636052425 | $40,719 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| NELLIE BURGE COMMUNITY CENTER | ||||||
| 1226 CLAY STREET | MONTGOMERY | AL | 36104 | 630289906 | $33,527 | ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED IN-HOUSE BY THE EXECUTIVE AND FINANCE COMMITTEES AND THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND WHEN NEW STAFF IS HIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE THROUGH THE EXECUTIVE SEARCH COMMITTEE WHICH UTILIZES THE PUBLISHED UNITED WAY WORLDWIDE SALARY SURVEY AS A GUIDELINE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE PHYSICAL BUSINESS LOCATION MONDAY THROUGH FRIDAY BETWEEN THE HOURS OF 8:00AM AND 5:00PM. |
| FORM 990, PART XII, LINE 2C: | THE BOARDS FINANCE COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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