WALKER AREA COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WALKER AREA COMMUNITY FOUNDATION (EIN 63-1154984)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349308783
- Schema version
- 2013v3.0
- 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 | 2014-05-15T16:52:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631133963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haynes Downard LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 2nd Avenue North Suite 400 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631154984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walker Area Community Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 2053020001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 35502 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul W Kennedy | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2052950170 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lewis F Jones Jr | PreparerPersonNm |
| PTIN | P00013592 | PTIN |
| Phone | 2052543380 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Paul W Kennedy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 35502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,673,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wacf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,866,895 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,190,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,607,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,636,378 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,063 | PYOtherRevenueAmt |
| CY Other Revenue | $32,844 | CYOtherRevenueAmt |
| PY Total Revenue | $4,507,639 | PYTotalRevenueAmt |
| CY Total Revenue | $2,860,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,583,488 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,065,770 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $229,383 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $257,139 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,131 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $230,018 | PYOtherExpensesAmt |
| CY Other Expenses | $349,262 | CYOtherExpensesAmt |
| PY Total Expenses | $4,042,889 | PYTotalExpensesAmt |
| CY Total Expenses | $3,672,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $464,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$812,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,320,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,900,783 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,138 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,316,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,895,645 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,482,991 | ExpenseAmt |
| Grant | $3,065,770 | GrantAmt |
| Revenue | $32,844 | RevenueAmt |
| Desc | Walker Area Community Foundation provides grants to promote the community health and social welfare of citizens within the community of Walker County, Alabama. | Desc |
| Total Program Service Expenses | $3,482,991 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Kennedy | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2053020001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171 | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 35502 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jack G Allen | ||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Abbie Drummond | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Thorne Stukes | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Edward R Jackson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Haig Wright II | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Russell B Robertson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John T Oliver Jr | ||||||
| Past Chairman and Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Steve G Globetti | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Patrick Willingham | ||||||
| Secretary and Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Paul W Kennedy | ||||||
| President | 40.00 | Yes (X) | $96,245 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 | $1,190,813 | AllOtherContributionsAmt |
| Total Contributions | $1,190,813 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,759 | TotalRevenueColumnAmt |
| Exclusion | $288,759 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,161,377 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,813,758 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,347,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,347,619 | TotalRevenueColumnAmt |
| Exclusion | $1,347,619 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous revenue | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $32,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,844 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,844 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,860,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,636,378 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,065,770 | TotalAmt |
| Program Services | $3,065,770 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,245 | TotalAmt |
| Program Services | $75,071 | ProgramServicesAmt |
| Management And General | $4,812 | ManagementAndGeneralAmt |
| Fundraising | $16,362 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,894 | TotalAmt |
| Program Services | $125,497 | ProgramServicesAmt |
| Management And General | $8,045 | ManagementAndGeneralAmt |
| Fundraising | $27,352 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,567 | TotalAmt |
| Program Services | $52,063 | ProgramServicesAmt |
| Management And General | $20,547 | ManagementAndGeneralAmt |
| Fundraising | $11,957 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,013 | TotalAmt |
| Program Services | $6,409 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $802 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,801 | TotalAmt |
| Program Services | $5,373 | ProgramServicesAmt |
| Management And General | $5,214 | ManagementAndGeneralAmt |
| Fundraising | $5,214 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111 | TotalAmt |
| Management And General | $111 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,987 | TotalAmt |
| Program Services | $54,711 | ProgramServicesAmt |
| Management And General | $3,799 | ManagementAndGeneralAmt |
| Fundraising | $17,477 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,581 | TotalAmt |
| Program Services | $2,458 | ProgramServicesAmt |
| Management And General | $19,665 | ManagementAndGeneralAmt |
| Fundraising | $2,458 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous expense | $24,152 | $18,845 | $1,206 | $4,101 |
| Vista expense | $22,999 | $22,999 | ||
| Display and event expen | $21,380 | $21,380 | ||
| Printing and publicatio | $16,495 | $1,624 | $789 | $14,082 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,176 | TotalAmt |
| Program Services | $30,791 | ProgramServicesAmt |
| Management And General | $11,059 | ManagementAndGeneralAmt |
| Fundraising | $13,326 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,672,171 | TotalAmt |
| Program Services | $3,482,991 | ProgramServicesAmt |
| Management And General | $76,049 | ManagementAndGeneralAmt |
| Fundraising | $113,131 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,428 | BOYAmt |
| EOY | $817,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,794,089 | BOYAmt |
| EOY | $382,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,979,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,029 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,473 | BOYAmt |
| EOY | $1,762,990 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,171,882 | BOYAmt |
| EOY | $20,931,570 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,320,872 | BOYAmt |
| EOY | $23,900,783 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,641 | BOYAmt |
| EOY | $5,138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,641 | BOYAmt |
| EOY | $5,138 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,137,389 | BOYAmt |
| EOY | $17,297,566 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,178,842 | BOYAmt |
| EOY | $6,598,079 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,316,231 | BOYAmt |
| EOY | $23,895,645 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,320,872 | BOYAmt |
| EOY | $23,900,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$812,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,391,550 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $816,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $892,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,451,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,190,813 | CurrentTaxYearAmt |
| Total | $16,231,160 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $816,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $892,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,451,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,190,813 | CurrentTaxYearAmt |
| Total | $16,231,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,231,160 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $516,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $320,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $421,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,759 | CurrentTaxYearAmt |
| Total | $1,809,596 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,844 | CurrentTaxYearAmt |
| Total | $65,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,106,663 | TotalSupportAmt |
| Public Support CY170 | 0.89640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87810 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,094,252 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,052,825 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,529,822 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,044 | OtherCostOrOtherBasisAmt |
| Book Value | $76,044 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,508,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,977 | DepreciationAmt |
| Book Value | $1,392,193 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,303 | DepreciationAmt |
| Book Value | $132,339 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,579 | DepreciationAmt |
| Book Value | $4,009 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,170 | DepreciationAmt |
| Book Value | $158,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,762,990 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,251,585 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,391,550 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,391,550 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,860,035 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,860,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,672,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,672,171 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,672,171 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | As of December 31, 2013 and 2012, the Foundation has no uncertain tax positions that qualify for recognition or disclosure in the financial statements. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 1101 Viking Drive | Jasper | AL | 35501 | 530196605 | 501(c)(3) | $15,000 | To support the Disaster Services Program. |
| Auburn University | |||||||
| 317 South College Street | Auburn | AL | 36849 | 636022422 | 501(c)(3) | $1,474,882 | To Auburn University for an Endowed Scholarship Fund. |
| Backyard Blessings | |||||||
| PO Box 129 | Sumiton | AL | 35148 | 271490669 | 501(c)(3) | $33,000 | To help needy children in area schools. |
| Bevill State Community College | |||||||
| 1411 Indiana Avenue | Jasper | AL | 35501 | 631102108 | 501(c)(3) | $19,500 | For the landscaping of Bevill State's Harold Wade. |
| Camp McDowell | |||||||
| 105 Delong Rd | Nauvoo | AL | 35578 | 636001873 | 501(c)(3) | $13,000 | To invest in the development of the McDowell Farm. |
| Christian's Place Mission | |||||||
| PO Box 365 | Nauvoo | AL | 35578 | $7,500 | To purchase more food to serve the growing need in the Nauvoo area. | ||
| City of Cordova | |||||||
| 74 Main Street Ste A | Cordova | AL | 35550 | 636001232 | 501(c)(3) | $60,148 | To City of Cordova to hire a Long Term Recovery Manager. |
| City of Jasper | |||||||
| 400 West 19th Street | Jasper | AL | 35502 | 636005340 | 501(c)(3) | $12,555 | Grant awarded to City of Jasper from BNSF Railway. |
| ClasTran | |||||||
| PO Box 10386 | Birmingham | AL | 35202 | 631173997 | 501(c)(3) | $5,000 | To provide transportation to disadvantaged citizens of Walker County. |
| Concerned Citizens For Our Youth Inc | |||||||
| Airport Rd | Jasper | AL | 35504 | 630640563 | 501(c)(3) | $10,000 | To replace furniture at the Beacon House. |
| Daybreak | |||||||
| PO Box 3429 | Jasper | AL | 35502 | 501(c)(3) | $12,000 | To renovate bathroom at shelter and assist with special medical needs for clients of the shelter. | |
| Department of Human Resources | |||||||
| 400 19th Street West | Jasper | AL | 35501 | 501(c)(3) | $12,000 | To support the foster care children program. | |
| Dilworth Church of God | |||||||
| 3582 Hull Road | Empire | AL | 35063 | 631090230 | 501(c)(3) | $15,000 | To fund the fiscal year of Journey of Life/Celebration. |
| EASI-Equines Assisting Special Individuals | |||||||
| 242 Summerville Road | Jasper | AL | 35504 | 501(c)(3) | $8,000 | To help with general needs of the EASI program. | |
| First Baptist Church Jasper | |||||||
| 1604 4th Ave | Jasper | AL | 35501 | 636004317 | 501(c)(3) | $96,819 | To First Baptist for the general fund. |
| Girls Incorporated | |||||||
| PO Box 130729 | Birmingham | AL | 35213 | 630328643 | 501(c)(3) | $5,000 | To fund Girls Incorporated summer program. |
| Habitat for Humanity | |||||||
| 7952 Crestwood Blvd | Irondale | AL | 35210 | 581285159 | 501(c)(3) | $15,000 | For Habitat for Humanity to help 8 Walker County families. |
| HEAL Inc | |||||||
| PO Box 660827 | Birmingham | AL | 35266 | 205936421 | 501(c)(3) | $10,000 | To help fund 7 Walker County Schools' physical education. |
| Hope Clinic | |||||||
| PO Box 1427 | Jasper | AL | 35502 | 203327980 | 501(c)(3) | $52,000 | For the 2013/2014 fiscal year - health and medical. |
| Hope for Women | |||||||
| 1705 5th Avenue South | Jasper | AL | 35501 | 454952595 | 501(c)(3) | $46,000 | To help with the maintenance on two vans and HVAC. |
| Jasper Area Family Services Center Inc | |||||||
| 2209 Delaware Ave | Jasper | AL | 35501 | 943428363 | 501(c)(3) | $15,600 | To help fund The Walker County Fatherhood Initiative. |
| Jasper City Schools | |||||||
| 110 W 17th Street | Jasper | AL | 35501 | 501(c)(3) | $54,578 | To reimburse for 169 substitutes for teachers and band uniforms. | |
| Kid One Transport | |||||||
| PO Box 11864 | Birmingham | AL | 35202 | 631165579 | 501(c)(3) | $5,000 | To help Kid One to continue providing transportation to thousands of children in the Walker County area. |
| Mission of Hope | |||||||
| PO Box 555 | Jasper | AL | 35502 | 631253204 | 501(c)(3) | $20,000 | To have a Thanksgiving with music and crafts. |
| Salvation Army | |||||||
| 207 East 20th Street | Jasper | AL | 35501 | 580660607 | 501(c)(3) | $17,600 | To help create The Salvation Army's Senior Feeding Program. |
| Share-A-Toy of Walker County Inc | |||||||
| PO Box 413 | Jasper | AL | 35502 | 263224257 | 501(c)(3) | $7,500 | To provide toys for children. |
| Sight Savers America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | 300188234 | 501(c)(3) | $7,500 | To meet the eye care needs of 240 children in Jasper City Schools. |
| Smith Lake Task Force | |||||||
| 312 Ivy Shores Ln | Alexander City | AL | 35010 | 800335027 | 501(c)(3) | $10,000 | To help purchase an underwater communicaiton device. |
| St Mary's Episcopal Church | |||||||
| 501(c)(3) | $5,000 | To support their food bank. | |||||
| The Literacy Council | |||||||
| 2301 1st Avenue North Ste 102 | Birmingham | AL | 35203 | 631051186 | 501(c)(3) | $15,000 | To support The Literacy Council. |
| TriCounty Agency for Intellectual Disabilities | |||||||
| 85 North Walston Bridge Road | Jasper | AL | 35504 | 631119589 | 501(c)(3) | $10,000 | To fund Striving Through Adversity to Reach Success. |
| UAB Department of Theater | |||||||
| 1530 3rd Avenue South | Birmingham | AL | 35294 | 636045745 | 501(c)(3) | $6,300 | To cover up to twelve shows in Walker County. |
| United Way of Central Alabama | |||||||
| 3600 8th Avenue South Ste 501 | Birmingham | AL | 35222 | 630288846 | 501(c)(3) | $88,629 | To establish a health initiative partnership. |
| Victims of Violent Crime | |||||||
| 501(c)(3) | $9,567 | To assist with general expenses. | |||||
| Walker County Arts Alliance | |||||||
| PO Box 1622 | Jasper | AL | 35502 | 581965078 | 501(c)(3) | $21,000 | To help fund the position of administrative coordinator. |
| Walker County Children's Advocacy Center | |||||||
| Post Office Box 2187 | Jasper | AL | 35501 | 454583448 | 501(c)(3) | $89,000 | To help fund a facility. |
| Walker County Christian Chorus | |||||||
| PO Box 161 | Jasper | AL | 35502 | 721370943 | 501(c)(3) | $7,000 | Operating support for the production of Handel's Messiah. |
| Walker County Coalition for the Homeless | |||||||
| 2209 Delaware Avenue | Jasper | AL | 35501 | 263639673 | 501(c)(3) | $20,000 | To help fund an employee and to meet needs. |
| Walker County Humane Society | |||||||
| 2302 Birmingham Ave | Jasper | AL | 35501 | 630809530 | 501(c)(3) | $10,000 | To help fund the WCHS's spayed and neuter program. |
| Youth Advocate Programs | |||||||
| 2209 Delaware Avenue | Jasper | AL | 35501 | 231977514 | 501(c)(3) | $15,000 | To help support in continuing the successful collation. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 is reviewed and approved by the Board, and then the return is submitted for filing. |
| Form 990, Part VI, Section B, line 15a | The Executive Director's annual performance and compensation reviews are performed by the current Board President. Salaries for the Executive Director and all full-time employees are benchmarked against surveys conducted by the Alabama Association of Non-Profits (formerly NRCA). |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and financial statements are available to the public upon request. The 990 is available to the public through the website Guidestar.com. |
Comments