2016-02-12T09:37:33-06:00 2015-09-30 454084437 WARREN AVERETT LLC 415 E 10TH STREET ANNISTON AL 36207 990 2014-10-01 630308398 COMMUNITY FOUNDATION OF NORTHEAST ALABAMA COMM 2562315160 1130 QUINTARD AVE NO 100 ANNISTON AL 36201 JENNIFER S MADDOX PRESIDENT & CEO 2562315160 2016-02-15 1 RODNEY A GIBSON P00535604 2562410560 2016-02-11 2014 2016-08-17 19:52:53Z JENNIFER S MADDOX 1130 QUINTARD AVE NO 100 ANNISTON AL 36201 6607439 0 X WWW.YOURCOMMUNITYFIRST.ORG X 1999 AL TO WISELY ASSESS NEEDS AND CHANNEL DONOR RESOURCES TO MAXIMIZE COMMUNITY WELL BEING. 12 12 6 43 0 0 1220010 1484643 39881 30061 1040518 1868059 607881 676059 2908290 4058822 1580165 1976968 0 0 361381 387252 0 0 0 425325 441300 2366871 2805520 541419 1253302 36707449 35226296 2211130 2198296 34496319 33028000 TO WISELY ASSESS NEEDS AND CHANNEL DONOR RESOURCES TO MAXIMIZE COMMUNITY WELL BEING 0 0 2549535 1976968 2574179 THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFIED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. 2549535 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 12 0 1 6 1 0 0 0 0 0 0 1 6 0 0 0 X 12 12 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X X JENNIFER MADDOX 2562315160 1130 QUINTARD AVE SUITE 100 ANNISTON AL 36201 X CHERYL POTTS CHAIR OF THE BOARD 1.00 X X 0 0 0 ROD NOWLIN VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 MARTHA LAVENDER TREASURER 1.00 X X 0 0 0 TERRY GRAHAM SECRETARY 1.00 X X 0 0 0 GLORIA BENNETT TRUSTEE 1.00 X 0 0 0 JACK SWIFT TRUSTEE 1.00 X 0 0 0 TOMMIE GOGGANS TRUSTEE 1.00 X 0 0 0 ANNE CARRUTH TRUSTEE 1.00 X 0 0 0 AL SHUMAKER TRUSTEE 1.00 X 0 0 0 TOM POTTS TRUSTEE 1.00 X 0 0 0 RANDALL COLE TRUSTEE 1.00 X 0 0 0 BRENDA STEDHAM TRUSTEE 1.00 X 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 40.00 X 111300 0 6765 111300 0 6765 1 0 0 0 0 1484643 173987 1484643 30061 30061 30061 1584955 1584955 675697 0 675697 675697 675697 2810726 20995 2409320 139297 401406 -118302 283104 283104 OTHER INCOME 900099 362 362 362 4058822 2574179 0 0 1746793 1746793 230175 230175 111300 89040 22260 222910 188354 34556 20658 17146 3512 7471 6201 1270 24913 20678 4235 8333 6916 1417 141976 141976 24672 20478 4194 10133 8410 1723 20262 16817 3445 3784 3141 643 30100 24983 5117 89299 74118 15181 76704 63664 13040 CHANGE IN VALUE OF SPLI 15945 15945 0 DUES 7629 6332 1297 MAINTENANCE & REPAIR 6103 5065 1038 TELEPHONE 5354 4444 910 1006 835 171 2805520 2549535 255985 0 271594 420888 49 4331683 664819 3738398 3666864 32601969 31101633 95488 36862 36707449 35226296 71910 97077 103500 135854 2035720 1965365 2211130 2198296 X 1393282 1933630 18776001 16730507 14327036 14363863 34496319 33028000 36707449 35226296 1253302 -2721621 0 X 0 1 X 1 0 X 1552679 1832680 2277226 1220010 1484643 8367238 1552679 1832680 2277226 1220010 1484643 8367238 1371663 6995575 1054856 1120730 1293498 1234731 2260652 6964467 15331705 0.45630 0.39110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2316 2316 2803204 2805520 290276 72569 0 0 290276 290276 435414 2316 2316 72569 72569 108854 20 237924 195886 2024453 1 1 0 32739970 911142 -163332 2055678 135101 31297001 26863363 332817 6912775 1368985 32739970 23981610 242606 3059571 420424 26863363 20193742 387175 3799841 399148 23981610 20990325 194429 -523388 467624 20193742 0.03000 0.46000 0.51000 0 0 1039416 1039416 3147624 544212 2603412 108580 84544 24036 36063 36063 0 3666864 PAYABLES TO OTHER ORGANIZATIONS 1808615 CHARITABLE GIFT ANNUITY LIABILITY 122190 RETAINED LIFE ESTATE LIABILITY 34560 1965365 X 1337201 -2721621 -2721621 4058822 0 4058822 2805520 0 2805520 0 2805520 PART V, LINE 4: THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT TO THE BENEFICIARY ORGANIZATION OR CHARITABLE PURPOSE AS PROVIDED FOR IN THE DOCUMENT CREATING THE ENDOWMENT. PART X, LINE 2: THE FOUNDATION APPLIES THE PROVISIONS OF THE ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAINTY IN INCOME TAXES. THE GUIDANCE REQUIRED ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON IRS EXAMINATION. IN ACCORDANCE WITH THIS GUIDANCE, THE FOUNDATION HAD DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AT SEPTEMBER 30, 2015 AND 2014, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. 1 2ND CHANCE INC PO BOX 2714 ANNISTON AL 36202 630967649 501(C)(3) 6135 TO REFURBISH BEDROOMS AND HALLWAY, CHRISTMAS NEEDS, EMERGENCY SHELTER UPGRADE AGNES SCOTT COLLEGE 141 EAST COLLEGE AVENUE DECATUR AL 30030 580566116 501(C)(3) 9185 FOR EDUCATION ALABAMA POLICY INSTITUTE 402 OFFICE PARK DR BIRMINGHAM AL 35223 630809568 501(C)(3) 15000 FOR OPERATIONS AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE STREET AUBURN AL 36849 636000724 501(C)(3) 8000 SCHOLARSHIP ANNISTON CITY SCHOOLS SYSTEM PO BOX 1500 ANNISTON AL 36207 636000733 501(C)(3) 45000 TRACK AND FIELD RESTORATIONTRACK AND FIELD RESTORATION BIG BROTHERS BIG SISTERS OF CALHOUN COUNTY PO BOX 1304 ANNISTON AL 362021304 630847018 501(C)(3) 10500 FOR MENTORING PROGRAM AND FOR OPERATIONS BOY SCOUTS OF AMERICA-GREATER ALABAMA COUNCIL PO BOX 43307 BIRMINGHAM AL 35243 221576300 501(C)(3) 10000 FRIENDS OF SCOUTING AND ENDOWMENT CALHOUN CLEBURNE CHILDREN'S CENTER 2100 LEIGHTON AVENUE ANNISTON AL 36207 631053356 501(C)(3) 13672 FOR OPERATIONS AND FOR THERAPY AND SERVICES TO CHILD ABUSE VICTIMS AND CHRISTMAS NEEDS CHEAHA CREATIVE ARTS PO BOX 5097 ANNISTON AL 362025097 450594628 501(C)(3) 15600 FOR AFTER SCHOOL CHILDREN'S ART PROGRAM AND FOR OPERATIONS CHILDREN'S SERVICES INC PO BOX 670 ANNISTON AL 362020670 630642802 501(C)(3) 8266 FOR OPERATIONS, THE PARRIS HOME COLUMBIA THEOLOGICAL SEMINARY PO BOX 520 DECATUR AL 30031 580566165 501(C)(3) 12247 B.S. HODGES MEMORIAL FUND COMMUNITY ENABLER DEVELOPER INC 104 F STREET ANNISTON AL 36201 630765763 501(C)(3) 24000 GENERAL OPERATIONS, CHRISTMAS NEEDS ECAUCP PO BOX 694 ANNISTON AL 362020694 630515948 501(C)(3) 113512 TO PROVIDE THERAPY ELECTRONIC DOCUMENT FOR EARLY INTERVENTION AND THERAPY SERVICE PROVIDERS, FOR HVAC SYSTEM, FOR GENERAL OPERATIONS. ETOWAH FREE CLINIC PO BOX 8622 GADSDEN AL 35902 820562064 501(C)(3) 29000 TO PROVIDE PRESCRIPTION MEDICATIONS TO TREAT ACUTE AND CHRONIC CONDITIONS, FOR THE HOMELESS, AND TO PURCHASE MEDICINE AND MEDICAL EQUIPMENT. FIRST PRESBYTERIAN CHURCH 1701 HENRY ROAD ANNISTON AL 36202 630375725 501(C)(3) 18500 FOR OPERATIONS, UNRESTRICTED, BENEVOLENCE FOR PRESBYTERY HEALTH SERVICES CENTER PO BOX 1347 ANNISTON AL 362021347 630993592 501(C)(3) 45000 TO IMPROVE EARLY IDENTIFICATION OF HEPATITIS C VIRUS INFECTIONS AND ENHANCE LINKAGE TO CARE, TREATMENT AND PREVENTION SERVICES FOR MONO-INFECTED PERSONS INTERFAITH MINISTRIES INC PO BOX 1444 ANNISTON AL 36202 630851160 501(C)(3) 77455 FOR OPERATIONS AND TO PROVIDE EMERGENCY ASSISTANCE TO ANNISTON RESIDENTS, MEALS-ON-WHEELS, CHRISTMAS ASSISTANCE JSU FOUNDATION 700 PELHAM ROAD NORTH JACKSONVILLE AL 36265 590790962 501(C)(3) 22000 PROMOTING CRITICAL THINKING KNOX CONCERT SERIES PO BOX 2501 ANNISTON AL 362022501 237123329 501(C)(3) 30500 IMPROVE SAFETY AT THE ANNISTON PERFORMING ARTS CENTER, UNRESTRICTED, ADOPT A SCHOOL FOR NUTCRACKER LAKESIDE HOSPICE 4010 MASTERS RD PELL CITY AL 35125 631035850 501(C)(3) 6000 MATTERS OF THE HART PROGRAM, UNRESTRICTED THE LINCOLN FOOD PANTRY 176 MAGNOLIA STREET LINCOLN AL 35096 451275918 501(C)(3) 15000 FOR FOOD PANTRY SUPPLIES AND FOOD MARIANNA GREEN HENERY SPECIAL EQUESTRIAN FOUNDATION 205 SOUTH STREET EAST TALLADEGA AL 35161 631085464 501(C)(3) 11000 SPECIAL EQUESTRIAN PROGRAM PARKER MEMORIAL BAPTIST CHURCH PO BOX 2104 ANNISTON AL 362022104 000001674 501(C)(3) 6000 UNRESTRICTED PIEDMONT BENEVOLENCE CENTER PO BOX 148 PIEDMONT AL 36272 631287238 501(C)(3) 30000 FOR OPERATIONS AND 2ND PHASE OF FOOD DISTRIBUTION BUILDING PRESBYTERIAN COLLEGE 503 SOUTH BROAD STREET CLINTON SC 293252865 570314408 501(C)(3) 9185 FOR EDUCATION PUBLIC EDUCATION FOUNDATION OF ANNISTON 1302 NOBLE STREET STE 3E ANNISTON AL 36201 631127477 501(C)(3) 45000 GENERAL OPERATIONS RAINBOW OMEGA INC POBOX 740 EASTABOGA AL 36260 631036500 501(C)(3) 32991 TO PROVIDE SUPPORT TO BENEFIT PERSONS WITH MENTAL OR PHYSICAL DISABILITIES. SIGHT SAVERS OF ALABAMA 500 JEMISON ROAD BIRMINGHAM AL 35209 300188234 501(C)(3) 77000 TO EXPAND KIDCHECK PLUS PROGRAM INTO ADDITIONAL REGIONS SOUTHERN SHIH TZU RESCUE INC 913 BOOZER DRIVE OXFORD AL 36203 202202897 501(C)(3) 5500 GENERAL OPERATIONS ST MICHAEL EPISCOPAL CHURCH PO BOX 1884 ANNISTON ANNISTON AL 36202 630366281 501(C)(3) 18300 FOR OPERATIONS,RENOVATIONS,GENERAL BUDGET UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23277 540506428 501(C)(3) 12247 FOR EDUCATION UNIVERSITY CHURCH OF CHRIST 1200 JULIA TUTWILER DRIVE TUSCALOOSA AL 35404 630719854 501(C)(3) 10000 FOR THE CHURCH'S MISSION PROGRAM YMCA OF CALHOUN COUNTY PO BOX 1649 ANNISTON AL 362021649 630332253 501(C)(3) 7826 CAMP SCHOLARSHIPS, UNRESTRICTED 33 SCHOLARSHIPS/EDUCATION - ALABAMA A&M UNIVERSITY 3 16000 SCHOLARSHIPS/EDUCATION - ALABAMA STATE UNIVERSITY 3 5500 SCHOLARSHIPS/EDUCATION - AUBURN UNIVERSITY 14 16000 SCHOLARSHIPS/EDUCATION - GADSDEN STATE COMMUNITY COLLEGE 44 43425 SCHOLARSHIPS/EDUCATION - JACKSONVILLE STATE UNIVERSITY 63 104500 SCHOLARSHIPS/EDUCATION - SOUTHERN UNION STATE COMMUNITY COLLEGE 4 17750 SCHOLARSHIPS/EDUCATION - UNIVERSITY OF ALABAMA 16 21500 SCHOLARSHIPS/EDUCATION - UNIVERSITY OF ALABAMA AT BIRMINGHAM 4 5500 PART I, LINE 2: THE FOUNDATION HAS A COMPREHENSIVE PROCESS TO REVIEW, EVALUATE AND CLOSE EACH GRANT AND SCHOLARSHIP AWARD. THE PROCESS INCLUDES: . A PROPOSAL PROCESS TO ENSURE THE REQUEST IS IN LINE WITH FOUNDATION OBJECTIVES . A WRITTEN SET OF GUIDELINES AND APPLICATION FOR ALL GRANT OR SCHOLARSHIP DISTRIBUTIONS . SCREENING AND TRAINING OF ALL EXTERNAL VOLUNTEERS WHO WILL ASSIST IN THE REVIEW PROCESS . A LIST OF ALL VOLUNTEERS IS MAINTAINED BASED ON THE 5-YEAR REVIEW OF DISQUALIFIED PERSONS . ALL SCHOLARSHIP APPLICANTS MUST SIGN THAT THEY ARE NOT RELATED TO ANY DISQUALIFIED PERSON . A SITE-VISIT TEAM COMPRISED OF VOLUNTEERS TO MEET WITH EACH FINAL GRANT APPLICANT . A RANKING FOR EACH GRANT AND SCHOLARSHIP POOL BASED ON THE AWARD'S OBJECTIVE . BOARD OF TRUSTEES HAS EXCLUSIVE FINAL DECISION ON ALL AWARDS . WRITTEN SUMMARY OF THE AWARD AND THE PARAMETERS TO SUSTAIN THE AWARD . SCHOLARSHIPS ARE EXCLUSIVELY DISTRIBUTED TO THE HIGHER EDUCATION INSTITUTION . QUARTERLY WRITTEN REPORTS ON THE PROGRESS AND GRANT EXPENDITURES OR TRANSCRIPTS . RANDOM SITE-VISITS TO CONTINUE THE RELATIONSHIP AND REVIEW THE PROGRESS . RENEGOTIATE SIGNIFICANT GRANT TERMS OR EXPENDITURES BASED ON RELEVANT CHANGES . FINAL GRANT REPORT TO SATISFACTORILY CLOSE THE GRANT DEPENDING ON TIMEFRAME (1-3 YEARS) . ALL GRANT AND SCHOLARSHIP APPLICATIONS ARE MAINTAINED ELECTRONICALLY ACCORDING TO THE FOUNDATION'S DOCUMENT RETENTION POLICY . ALL AWARDED GRANT AND SCHOLARSHIP DOCUMENTATION IS MAINTAINED AND SCANNED MOREOVER, IN COMPLIANCE WITH THE PENSION PROTECTION ACT (2006), THE FOUNDATION EXERCISES FULL CONTROL OVER THE REVIEW AND SELECTION OF ALL SCHOLARSHIP RECIPIENTS WITH NO INDEPENDENT COMMITTEES DELEGATED TO PERFORM THIS ROLE. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 111300 0 0 0 0 0 5565 0 1200 0 118065 0 0 0 GOGGANS GROUP INC OWNER TOMMIE GOGGANS IS A TRUSTEE ON THE ORGANIZATION'S BOARD OF DIRECTORS 960 LEASING OF OFFICE SPACE BY THE ORGANIZATION TO GOGGANS GROUP, INC. 0 X 6 173987 NEW YORK STOCK EXCHANGE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHENEVER A CONTRIBUTION IS RECEIVED SUCH AS A SECURITY, IT IS THEN SOLD AND CONVERTED TO CASH AND RECORDED AS CONTRIBUTION REVENUE BASED UPON THE QUOTED MARKET PRICE ON THE DATE OF THE CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 2 CEO JENNIFER MADDOX IS A MINORITY SHAREHOLDER IN A TRUSTEE'S, TOMMIE GOGGANS, COMPANY. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS BYLAWS IN NOVEMBER 2014 FORM 990, PART VI, SECTION B, LINE 11 BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO AND ACCOUNTING FIRM PRESENT A COPY OF THE 990 FOR DETAILED REVIEW BY THE ORGANIZATION'S BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IS COMPLETED FOR ALL VOLUNTEERS AND STAFF REGARDLESS OF THE CAPACITY OF THEIR SERVICE. THE FORM INCLUDES A SIGNATURE THAT CONFIRMS THAT THEY HAVE READ AND WILL ADHERE TO THE POLICY. IN ADDITION, EVERY BOARD MEETING AND MOST COMMITTEE MEETINGS BEGIN WITH A REVIEW OF THE CONFLICT OF INTEREST POLICY AND ASKS EACH PARTICIPANT TO FULLY DISCLOSE ANY CONFLICT OR BIAS THAT THEY HAVE WITH ANY AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION RECOMMENDATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE REVIEW CONSISTS OF: 1.)REVIEW BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ACTUAL COMPENSATION BUDGETED COMPARED WITH THE PROPOSED AMOUNT 2.)REVIEW OF ACTUAL COMPENSATION IN COMPARISON TO OTHER STAFF 3.)OBSERVING COMPARABLE SALARY DATA FROM THE COUNCIL OF FOUNDATIONS, FOR OTHER FOUNDATIONS IN THE U.S. THE COMPENSATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVE IN COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES IT'S FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M. FORM 990 IS ALSO PUBLICLY AVAILABLE ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. THE FOUNDATION DOES NOT HAVE A COPY OF ITS FORM 1023. THE FOUNDATION TRIED TO OBTAIN A COPY FROM THE IRS BUT THE IRS HAS DESTROYED ALL RECORDS PRIOR TO 1940. THE FOUNDATION'S FORM 1023 WOULD BE DATED 1938. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M.,ON THE FOUNDATIONS WEBSITE AND GUIDESTAR IN PDF FORMAT.