COMMUNITY FOUNDATION OF SOUTH ALABAMA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF SOUTH ALABAMA (EIN 63-0695166)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-06-29
- IRS object ID
- 201541809349300934
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-29T13:33:40-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630669902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKEAN & ASSOCIATES PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3224 EXECUTIVE PARK CIRCLE | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 366062812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | ALABAMA | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 366010990 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA D BYRNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2514385591 | PhoneNum |
| Signature | 2015-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA J ERNEST CPA | PreparerPersonNm |
| PTIN | P00184756 | PTIN |
| Phone | 2514713800 | PhoneNum |
| Preparation | 2015-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,847,109 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 ENDOWMENT FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGIONS'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET IMPORTANT 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 ENABLES HEALTHY COMMUNITIES BY SERVING, CONVENING, AND MULTIPLYING PHILANTHROPY. FOR GOOD. FOR EVER." | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,792,248 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,303,480 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,139,460 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,771,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | $724,773 | PYOtherRevenueAmt |
| CY Other Revenue | $771,707 | CYOtherRevenueAmt |
| PY Total Revenue | $3,656,481 | PYTotalRevenueAmt |
| CY Total Revenue | $6,847,109 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,993,361 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,519,823 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $642,302 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $576,018 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $178,486 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,094,256 | PYOtherExpensesAmt |
| CY Other Expenses | $1,132,715 | CYOtherExpensesAmt |
| PY Total Expenses | $4,729,919 | PYTotalExpensesAmt |
| CY Total Expenses | $4,228,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,073,438 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,618,553 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,266,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,122,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,740,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,270,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,526,686 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,851,834 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENT FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGIONS'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET IMPORTANT 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 ENABLES HEALTHY COMMUNITIES BY SERVING, CONVENING, AND MULTIPLYING PHILANTHROPY. FOR GOOD. FOR EVER." | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,480,259 | ExpenseAmt |
| Grant | $2,519,823 | 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 & ABUSE, ARTS & CULTURE, CIVIC & 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 | $3,480,259 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINETTE CLAUSMAN | PersonNm |
| Phone | 2514385591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JENKINS JENNIFER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| EICHOLD DR BERNARD H II | ||||||
| IMMEDIATE PA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HIERONYMUS MARK | ||||||
| TREASURER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| PITMAN NORMAN D III | ||||||
| CHAIR | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JONES ROBERT | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| MEYERCORD EDWARD B | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MILLER MARY KATHLEEN | ||||||
| SECRETARY | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HIGGINS ROBERT | ||||||
| VICE CHAIR | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LITTLES DR DOUGLAS | ||||||
| DIRECTOR | 0.90 | Yes (X) | $0 | $0 | $0 | |
| MYERS SAMFORD T | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RUDNICK ANDREW | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| TUCKER MARY | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ZIPPERLY CYNTHIA | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RAMSAY-NAILE ASHLEY | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NAGER ERIC | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| URQUHART MARIETTA | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TURNER SUSAN | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| BATES TOM | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PENNY ALVERTHA | ||||||
| PRESIDENT | 40.00 | $177,214 | $0 | $13,827 | Yes (X) | |
| BYRNE REBECCA D | ||||||
| PRESIDENT | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,214 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $13,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,303,480 | AllOtherContributionsAmt |
| Noncash Contributions | $1,869,534 | NoncashContributionsAmt |
| Total Contributions | $4,303,480 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,078,237 | TotalRevenueColumnAmt |
| Exclusion | $1,078,237 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,250 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,250 | TotalRevenueColumnAmt |
| Exclusion | $2,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $693,685 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $693,685 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $693,685 | TotalRevenueColumnAmt |
| Exclusion | $693,685 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMINISTRATIVE FEES | $745,632 | $745,632 |
| OTHER INCOME | $16,510 | $16,510 |
| SPECIAL EVENT INCOME | $6,600 | $6,600 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $715 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $769,457 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,847,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $769,457 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,774,172 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,519,823 | TotalAmt |
| Program Services | $2,519,823 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,985 | TotalAmt |
| Program Services | $74,926 | ProgramServicesAmt |
| Management And General | $64,950 | ManagementAndGeneralAmt |
| Fundraising | $85,109 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,452 | TotalAmt |
| Program Services | $124,210 | ProgramServicesAmt |
| Management And General | $95,357 | ManagementAndGeneralAmt |
| Fundraising | $61,885 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,114 | TotalAmt |
| Program Services | $3,848 | ProgramServicesAmt |
| Management And General | $2,314 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,007 | TotalAmt |
| Program Services | $12,445 | ProgramServicesAmt |
| Management And General | $7,483 | ManagementAndGeneralAmt |
| Fundraising | $3,079 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,460 | TotalAmt |
| Program Services | $16,709 | ProgramServicesAmt |
| Management And General | $11,046 | ManagementAndGeneralAmt |
| Fundraising | $11,705 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,363 | TotalAmt |
| Program Services | $2,483 | ProgramServicesAmt |
| Management And General | $82,880 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,520 | TotalAmt |
| Program Services | $972 | ProgramServicesAmt |
| Management And General | $15,548 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,660 | TotalAmt |
| Program Services | $4,489 | ProgramServicesAmt |
| Management And General | $96,891 | ManagementAndGeneralAmt |
| Fundraising | $3,280 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789 | TotalAmt |
| Fundraising | $1,789 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,608 | TotalAmt |
| Program Services | $63 | ProgramServicesAmt |
| Management And General | $38,176 | ManagementAndGeneralAmt |
| Fundraising | $3,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,606 | TotalAmt |
| Management And General | $10,672 | ManagementAndGeneralAmt |
| Fundraising | $6,934 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,669 | TotalAmt |
| Management And General | $20,669 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,063 | TotalAmt |
| Management And General | $9,063 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,162 | TotalAmt |
| Management And General | $49,162 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,919 | TotalAmt |
| Management And General | $25,919 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,809 | TotalAmt |
| Program Services | $555 | ProgramServicesAmt |
| Management And General | $13,870 | ManagementAndGeneralAmt |
| Fundraising | $384 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $617,241 | $607,053 | $10,188 |
| INCOME DISTRIBUTIONS | $83,942 | $83,942 | |
| ANNUITY COSTS | $25,145 | $25,145 | |
| DUES & SUBSCRIPTIONS | $10,291 | $10,291 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,928 | TotalAmt |
| Program Services | $3,596 | ProgramServicesAmt |
| Management And General | $5,332 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,228,556 | TotalAmt |
| Program Services | $3,480,259 | ProgramServicesAmt |
| Management And General | $569,811 | ManagementAndGeneralAmt |
| Fundraising | $178,486 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,884 | BOYAmt |
| EOY | $406,886 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,500 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,197 | BOYAmt |
| EOY | $14,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,019,174 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $207,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,075 | BOYAmt |
| EOY | $811,943 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,171,991 | BOYAmt |
| EOY | $66,025,862 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,869,681 | BOYAmt |
| EOY | $2,749,218 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,954 | BOYAmt |
| EOY | $3,802 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,469 | BOYAmt |
| EOY | $110,324 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,266,751 | BOYAmt |
| EOY | $70,122,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,405 | BOYAmt |
| EOY | $77,109 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,140 | BOYAmt |
| EOY | $192,999 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,010 | BOYAmt |
| EOY | $120,133 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,128,510 | BOYAmt |
| EOY | $14,879,966 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,740,065 | BOYAmt |
| EOY | $15,270,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,913,271 | BOYAmt |
| EOY | $53,227,274 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,415 | BOYAmt |
| EOY | $1,624,560 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,526,686 | BOYAmt |
| EOY | $54,851,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,266,751 | BOYAmt |
| EOY | $70,122,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,618,553 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,706,595 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,413,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,505,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,697,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,792,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,303,480 | CurrentTaxYearAmt |
| Total | $16,712,196 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,413,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,505,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,697,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,792,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,303,480 | CurrentTaxYearAmt |
| Total | $16,712,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,641,648 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,070,548 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,075,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,008,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,070,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,080,487 | CurrentTaxYearAmt |
| Total | $5,256,598 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $654,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $769,457 | CurrentTaxYearAmt |
| Total | $3,404,235 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,373,029 | TotalSupportAmt |
| Public Support CY170 | 0.47570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 3,404,235 | 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 | 104 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 267 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,639,966 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,663,514 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,408,102 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,111,721 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,973,143 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $32,878,691 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $233,011 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $171,000 | OtherCostOrOtherBasisAmt |
| Book Value | $404,011 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $472,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,751 | DepreciationAmt |
| Book Value | $360,440 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,120 | DepreciationAmt |
| Book Value | $35,583 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,360 | DepreciationAmt |
| Book Value | $11,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $811,943 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT FUNDS HELD | $14,853,774 |
| CHARITABLE GIFT ANNUITY LIABILITIES | $26,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,879,966 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,839,469 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,706,595 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $285,765 | OtherRevenueAmt |
| Revenue Not Reported | $2,992,360 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,847,109 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,847,109 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,514,321 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $285,765 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $285,765 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,228,556 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,228,556 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | INTERNAL TRANSFERS 285,765 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | INTERNAL TRANSFERS 285,765 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (88 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|
| ACCION TEXAS INC | ||||||
| 2014 S HACKBERRY ST | SAN ANTONIO | TX | 78210 | $23,000 | CIVIC/COMMUNITY | |
| ALABAMA FREE CLINIC INC | ||||||
| PO BOX 1284 | BAY MINETTE | AL | 36507 | $9,782 | HEALTH | |
| ALPHA WOMENS RESOURCE CENTER | ||||||
| PO BOX 582 | JACKSON | AL | 36545 | $10,000 | HUMAN SERVICES | |
| AMERICA'S JUNIOR MISS SCHOLARSHIP F | ||||||
| 751 GOVERNMENT STREET | MOBILE | AL | 366021404 | $10,000 | EDUCATION | |
| AMERICA'S JUNIOR MISS SCHOLARSHIP F | ||||||
| 751 GOVERNMENT STREET | MOBILE | AL | 366021404 | $30,000 | EDUCATION | |
| ANGELS' ARMS ANIMAL WELFARE CONNECT | ||||||
| PO BOX 8548 | MOBILE | AL | 36689 | $20,710 | ANTI-CRIME/ABUSE | |
| ARCHDIOCESE OF MOBILE | ||||||
| 352 GOVERNMENT STREET | MOBILE | AL | 36602 | $10,000 | HUMAN SERVICES | |
| ASSOCIATION FOR RETARDED CITIZENS O | ||||||
| PO BOX 400 | LOXLEY | AL | 36551 | $28,050 | HUMAN SERVICES | |
| AUBURN UNIVERSITY | ||||||
| DEVELOPMENT ACCOUNTING 317 S COLLA | AUBURN | AL | 36849 | $9,440 | EDUCATION | |
| BALDWIN COUNTY COMMISSION | ||||||
| 312 COURTHOUSE SQUARE SUITE 12 | BAY MINETTE | AL | 36507 | $50,000 | CIVIC/COMMUNITY | |
| BALDWIN COUNTY YOUTH ORCHESTRA | ||||||
| 10967 SKY LANE | FAIRHOPE | AL | 36532 | $6,000 | ARTS/CULTURE | |
| BARTON ACADEMY FOUNDATION | ||||||
| P O BOX 571 | MOBILE | AL | 36601 | $15,000 | EDUCATION | |
| BAYSIDE ACADEMY INC | ||||||
| 303 DRYER AVENUE | DAPHNE | AL | 365264484 | $6,500 | EDUCATION | |
| BLACK BELT TREASURES | ||||||
| 209 CLAIBORNE STREET | CAMDEN | AL | 36726 | $18,000 | ARTS/CULTURE | |
| B'NAI B'RITH INTERNATIONAL | ||||||
| 2020 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | $10,000 | CIVIC/COMMUNITY | |
| BOY SCOUTS OF AMERICA MOBILE AREA C | ||||||
| 2587 GOVERNMENT BLVD | MOBILE | AL | 36606 | $23,663 | CIVIC/COMMUNITY | |
| BOYS & GIRLS CLUBS OF SOUTH ALABAMA | ||||||
| PO BOX 6724 | MOBILE | AL | 366600724 | $9,517 | CIVIC/COMMUNITY | |
| CENTRE FOR THE LIVING ARTS SPACE | ||||||
| PO BOX 198 | MOBILE | AL | 366010198 | $25,120 | ARTS/CULTURE | |
| CHRIST CHURCH CATHEDRAL | ||||||
| 115 S CONCEPTION STREET | MOBILE | AL | 366022606 | $34,250 | CIVIC/COMMUNITY | |
| CHURCH OF THE APOSTLES INC | ||||||
| PO BOX 662 | MONTROSE | AL | 36559 | $7,730 | CIVIC/COMMUNITY | |
| CLARKE COUNTY HISTORICAL SOCIETY & | ||||||
| 116 W COBB STREET | GROVE HILL | AL | 36451 | $17,620 | ARTS/CULTURE | |
| CONGREGATION AHAVAS CHESED | ||||||
| PO BOX 850804 | MOBILE | AL | 366850804 | $5,750 | CIVIC/COMMUNITY | |
| DAUPHIN WAY UNITED METHODIST CHURCH | ||||||
| 1507 DAUPHIN STREET | MOBILE | AL | 366041708 | $9,390 | CIVIC/COMMUNITY | |
| DAUPHIN WAY UNITED METHODIST CHURCH | ||||||
| 1507 DAUPHIN STREET | MOBILE | AL | 366041708 | $10,000 | CIVIC/COMMUNITY | |
| DUMAS WESLEY COMMUNITY CENTER | ||||||
| PO BOX 7325 | MOBILE | AL | 366700325 | $10,500 | HUMAN SERVICES | |
| EASTERN SHORE ART ASSOCIATION INC | ||||||
| 401 OAK STREET | FAIRHOPE | AL | 36532 | $6,810 | ARTS/CULTURE | |
| ESCAMBIA COUNTY HEALTHCARE AUTHORIT | ||||||
| PO BOX 908 | BREWTON | AL | 364270908 | $18,280 | HEALTH | |
| FAIRHOPE EDUCATIONAL ENRICHMENT FOU | ||||||
| 82 PLANTATION POINTE 307 | FAIRHOPE | AL | 36532 | $53,590 | EDUCATION | |
| FIRST CHURCH OF CHRIST SCIENTIST ( | ||||||
| 1151 DAUPHIN STREET | MOBILE | AL | 36604 | $10,000 | CIVIC/COMMUNITY | |
| GULF COAST EXPLOREUM SCIENCE CENTER | ||||||
| PO BOX 1968 | MOBILE | AL | 366331968 | $12,000 | EDUCATION | |
| GULF HEALTH HOSPITALS INC | ||||||
| 5 MOBILE INFIRMARY CIRCLE | MOBILE | AL | 36607 | $15,000 | HEALTH | |
| HERITAGE CHURCH OF GOD | ||||||
| 161 W MAIN STREET | GILBERTOWN | AL | 36908 | $11,000 | CIVIC/COMMUNITY | |
| HISTORIC MOBILE PRESERVATION SOCIET | ||||||
| 300 OAKLEIGH PLACE | MOBILE | AL | 366042910 | $6,180 | ARTS/CULTURE | |
| IMPACT ALABAMA | ||||||
| 1901 6TH AVENUE NORTH SUITE 2400 | BIRMINGHAM | AL | 35203 | $10,500 | CIVIC/COMMUNITY | |
| INFIRMARY FOUNDATION | ||||||
| P O BOX 2226 | MOBILE | AL | 366522226 | $7,500 | HEALTH | |
| JEWISH INSTITUTE FOR NATIONAL SECUR | ||||||
| 1307 NEW YORK AVENUE NW STE 200 | WASHINGTON | DC | 20005 | $9,000 | ANTI-CRIME/ABUSE | |
| LIFELINESFAMILY COUNSELING CENTER | ||||||
| PO BOX 91068 | MOBILE | AL | 366911068 | $53,000 | HUMAN SERVICES | |
| LIONSUSA EYE RESEARCH INSTITUTE I | ||||||
| C/O ANDERS BOYETT BRADY PC 38 | MOBILE | AL | 36608 | $17,280 | HEALTH | |
| LITTLE SISTERS OF THE POOR HOME FO | ||||||
| 1655 MCGILL AVENUE | MOBILE | AL | 366041299 | $52,500 | HUMAN SERVICES | |
| MADISON HEIGHTS PRESBYTERIAN CHURCH | ||||||
| 405 BOZEMAN ROAD | MADISON | MS | 39110 | $60,000 | CIVIC/COMMUNITY | |
| MADISON-RIDGELAND ACADEMY | ||||||
| 7601 OLD CANTON ROAD | MADISON | MS | 39110 | $20,000 | EDUCATION | |
| MAIN STREET MOBILE INC | ||||||
| PO BOX 112 | MOBILE | AL | 366010112 | $8,680 | CIVIC/COMMUNITY | |
| MCGILL-TOOLEN CATHOLIC HIGH SCHOOL | ||||||
| 1501 OLD SHELL ROAD | MOBILE | AL | 36604 | $32,470 | EDUCATION | |
| MOBILE AREA JEWISH FEDERATION INC | ||||||
| 273 AZALEA ROAD SUITE 1-219 | MOBILE | AL | 36609 | $28,699 | CIVIC/COMMUNITY | |
| MOBILE ARTS COUNCIL INC | ||||||
| PO BOX 372 | MOBILE | AL | 36601 | $25,792 | ARTS/CULTURE | |
| MOBILE ASSOCIATION FOR RETARDED CIT | ||||||
| 2424 GORDON SMITH DRIVE | MOBILE | AL | 366172319 | $21,130 | HUMAN SERVICES | |
| MOBILE BALLET INC | ||||||
| 4351 DOWNTOWNER LOOP N | MOBILE | AL | 366095501 | $6,908 | ARTS/CULTURE | |
| MOBILE CARNIVAL ASSOCIATION INC | ||||||
| PO BOX 2121 | MOBILE | AL | 36652 | $12,600 | CIVIC/COMMUNITY | |
| MOBILE CHAMBER MUSIC SOCIETY INC | ||||||
| PO BOX 3121 | MOBILE | AL | 366523121 | $11,010 | ARTS/CULTURE | |
| MOBILE COUNTY DEPARTMENT OF HUMAN R | ||||||
| PO BOX 1906 | MOBILE | AL | 366331906 | $15,500 | HUMAN SERVICES | |
| MOBILE COUNTY PUBLIC SCHOOL SYSTEM | ||||||
| P O BOX 180069 | MOBILE | AL | 366180069 | $22,000 | EDUCATION | |
| MOBILE OPERA INC | ||||||
| THE LARKINS MUSIC CENTER 257 DAUPHI | MOBILE | AL | 366022719 | $28,162 | ARTS/CULTURE | |
| MOBILE ROTARY CHARITABLE FOUNDATION | ||||||
| C/O ROTARY CLUB OF MOBILE PO BOX | MOBILE | AL | 36601 | $7,500 | HUMAN SERVICES | |
| MOBILE SYMPHONY INC | ||||||
| PO BOX 3127 | MOBILE | AL | 366523127 | $161,290 | ARTS/CULTURE | |
| MOST PURE HEART OF MARY SCHOOL | ||||||
| 304 SENGSTAK STREET | MOBILE | AL | 366036213 | $18,840 | EDUCATION | |
| MULHERIN CUSTODIAL HOME INC | ||||||
| 2496 HALLS MILL ROAD | MOBILE | AL | 366064605 | $11,270 | HUMAN SERVICES | |
| NEST (THE NAMAN INITIATIVE) | ||||||
| PO BOX 81624 | MOBILE | AL | 36689 | $40,000 | ANTI-CRIME/ABUSE | |
| PENELOPE HOUSE INC | ||||||
| PO BOX 9127 | MOBILE | AL | 366910127 | $28,660 | ANTI-CRIME/ABUSE | |
| RONALD MCDONALD HOUSE CHARITIES OF | ||||||
| 1626 SPRINGHILL AVENUE | MOBILE | AL | 366041415 | $14,790 | HUMAN SERVICES | |
| SENIOR CITIZENS SERVICES INC VIA | ||||||
| 1717 DAUPHIN STREET | MOBILE | AL | 36604 | $13,500 | HUMAN SERVICES | |
| SOUTH ALABAMA VOLUNTEER LAWYERS PRO | ||||||
| 56 ST JOSEPH STREET SUITE 312 | MOBILE | AL | 366023318 | $5,100 | HUMAN SERVICES | |
| SOUTHWEST ALABAMA WORKFORCE DEVELOP | ||||||
| 605 BEL AIR BLVD SUITE 32 | MOBILE | AL | 36606 | $17,000 | CIVIC/COMMUNITY | |
| SPRING HILL COLLEGE | ||||||
| 4000 DAUPHIN STREET | MOBILE | AL | 366081791 | $122,017 | EDUCATION | |
| SPRINGHILL AVENUE TEMPLE | ||||||
| 1769 SPRING HILL AVENUE | MOBILE | AL | 36607 | $5,367 | CIVIC/COMMUNITY | |
| ST FRANCIS AT THE POINT ANGLICAN C | ||||||
| PO BOX 916 | POINT CLEAR | AL | 36564 | $20,000 | CIVIC/COMMUNITY | |
| ST LAWRENCE CATHOLIC CHURCH | ||||||
| 370 S SECTION STREET | FAIRHOPE | AL | 36532 | $12,000 | CIVIC/COMMUNITY | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||
| PO BOX 1745 | FOLEY | AL | 36536 | $28,250 | CIVIC/COMMUNITY | |
| ST PAUL'S EPISCOPAL SCHOOL | ||||||
| 161 DOGWOOD LANE | MOBILE | AL | 366081398 | $11,750 | EDUCATION | |
| THE CHILD ADVOCACY CENTER INC | ||||||
| 1351 SPRINGHILL AVENUE | MOBILE | AL | 366043210 | $31,540 | ANTI-CRIME/ABUSE | |
| THE COMPASSIONATE FRIENDS INC | ||||||
| MOBILE CHAPTER PO BOX 6507 | MOBILE | AL | 36660 | $7,000 | HUMAN SERVICES | |
| THE EDITH MURPHY FOUNDATION | ||||||
| PO BOX 864 | MOBILE | AL | 36601 | $8,520 | EDUCATION | |
| THE EPISCOPAL CHURCH OF THE HOLY SP | ||||||
| PO BOX 2365 | ALABASTER | AL | 35007 | $25,443 | CIVIC/COMMUNITY | |
| THE MOBILE MUSEUM OF ART INC | ||||||
| 4850 MUSEUM DRIVE | MOBILE | AL | 36608 | $8,870 | ARTS/CULTURE | |
| TRINITY EPISCOPAL CHURCH | ||||||
| P O BOX 6176 | MOBILE | AL | 366600176 | $21,500 | CIVIC/COMMUNITY | |
| TULANE UNIVERSITY | ||||||
| 35 MCALISTER DRIVE SUITE 103 | NEW ORLEANS | LA | 70118 | $8,460 | EDUCATION | |
| UMS-WRIGHT PREPARATORY SCHOOL | ||||||
| 65 N MOBILE STREET | MOBILE | AL | 366079018 | $11,750 | EDUCATION | |
| UMS-WRIGHT PREPARATORY SCHOOL (AK | ||||||
| 65 N MOBILE STREET | MOBILE | AL | 366079018 | $9,500 | EDUCATION | |
| UNITED WAY OF SOUTHWEST ALABAMA IN | ||||||
| PO DRAWER 89 | MOBILE | AL | 366010089 | $34,020 | HUMAN SERVICES | |
| UNIVERSITY OF ALABAMA | ||||||
| P O BOX 870172 | TUSCALOOSA | AL | 35487 | $16,400 | CIVIC/COMMUNITY | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||
| UAB GIFT RECORDS AB 1230 | BIRMINGHAM | AL | 352940112 | $11,441 | EDUCATION | |
| UNIVERSITY OF ALABAMA COLLEGE OF CO | ||||||
| P O BOX 870172 | TUSCALOOSA | AL | 35487 | $5,840 | CIVIC/COMMUNITY | |
| UNIVERSITY OF MOBILE | ||||||
| 5735 COLLEGE PARKWAY | MOBILE | AL | 366132842 | $21,154 | EDUCATION | |
| UNIVERSITY OF SOUTH ALABAMA | ||||||
| 650 CLINIC DR RM 2150 TRP III | MOBILE | AL | 36688 | $122,797 | EDUCATION | |
| USA MITCHELL CANCER INSTITUTE | ||||||
| UNIVERSITY OF SOUTH ALABAMA OFFICE | MOBILE | AL | 366880002 | $17,000 | HEALTH | |
| VICTORY HEALTH PARTNERS | ||||||
| 3750 PROFESSIONAL PARKWAY | MOBILE | AL | 366095407 | $18,750 | HEALTH | |
| WASHINGTON COUNTY LIBRARY FOUNDATIO | ||||||
| PO BOX 1057 | CHATOM | AL | 36518 | $11,000 | EDUCATION | |
| YOUNG LIFE - JACKSON AREA OFFICE | ||||||
| PO BOX 79066 | JACKSON | MS | 392369066 | $25,000 | CIVIC/COMMUNITY | |
| THE COMMUNITY FDN OF SOUTH ALABAMA | ||||||
| PO BOX 990 | MOBILE | AL | 36601 | $269,422 | CHARITABLE | 630695166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 88 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE 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 ORGANIZATIONS. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENNY ALVERTHA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $174,822 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $2,392 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $7,093 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $6,734 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $191,041 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 77 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,719,534 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENT FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGIONS'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET IMPORTANT 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 ENABLES HEALTHY COMMUNITIES BY SERVING, CONVENING, AND MULTIPLYING PHILANTHROPY. FOR GOOD. FOR EVER." |
| FORM 990, PAGE 6, PART VI, LINE 11B | 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, PAGE 6, PART VI, LINE 12C | POSSIBLE CONFLICTS OF INTEREST REPORTED BY OFFICERS, DIRECTORS, AND EMPLOYEES ARE FURTHER REVIEWED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | FOR ALL EMPLOYEES, INCLUDING 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, PAGE 6, PART VI, LINE 15B | SEE 15A |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | INTERNAL TRANSFERS 285,765 INTERNAL TRANSFERS -285,765 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|
| CFSA PROPERTIES LLC | ||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | CFSA |
| CFSA PROGRAM INITIATIVES LLC | ||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | CFSA |
| CFSA PROPERTIES III LLC | ||||||
| PO BOX 990 | MOBILE | AL | 36601 | CHARITY | AL | CFSA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISRAEL & SYLVIA GOLDBERG FAMILY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 990 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631268283 | EIN |
| Primary Activities | CHARITY | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFSA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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