COMMUNITY FOUNDATION OF SOUTH ALABAMA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF SOUTH ALABAMA (EIN 63-0695166)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-04-17
- IRS object ID
- 201441079349300129
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-04-17T16:01:44-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKEAN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630695166 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 2514385591 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD H EICHOLD II | Name |
| Title | CHAIRMAN | Title |
| Phone | 2514385591 | Phone |
| Date Signed | 2014-03-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA J ERNEST CPA | Name |
| Phone | 2514713800 | Phone |
| Date Prepared | 2014-04-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BERNARD H EICHOLD II | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 3656481 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COMMUNITYENDOWMENT.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | 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." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1697590 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1792248 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1875901 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1139460 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 654578 | OtherRevenuePriorYear |
| Other Revenue Current Year | 724773 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4228069 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3656481 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7267450 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2993361 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 628636 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 642302 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100202 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 965448 | OtherExpensePriorYear |
| Other Expenses Current Year | 1094256 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8861534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4729919 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4633465 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1073438 | RevenuesLessExpensesCY |
| Total Assets BOY | 56148254 | TotalAssetsBOY |
| Total Assets EOY | 59266751 | TotalAssetsEOY |
| Total Liabilities BOY | 9075609 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9740065 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 47072645 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49526686 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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." | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3624903 | Expense |
| Grants | 2993361 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 3624903 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINETTE CLAUSMAN | NamePerson |
| Telephone Number | 2514385591 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JENKINS JENNIFER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| HOLLY LASHAUNDA | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| EICHOLD DR BERNARD H II | ||||||
| CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X |
| KENNEDY NEIL M | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| HIERONYMUS MARK | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PITMAN NORMAN D III | ||||||
| VICE CHAIR | 0.60 | X | 0 | 0 | 0 | X |
| RIVERS EDNA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| WINGARD RAYMOND R | ||||||
| IMMEDIATE PA | 0.00 | X | 0 | 0 | 0 | |
| JONES ROBERT | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MEYERCORD EDWARD B | ||||||
| DIRECTOR | 0.60 | X | 0 | 0 | 0 | |
| MILLER MARY KATHLEEN | ||||||
| SECRETARY | 0.40 | X | 0 | 0 | 0 | X |
| HIGGINS ROBERT | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| LITTLES DR DOUGLAS | ||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |
| MYERS SAMFORD T | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| RUDNICK ANDREW | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| TUCKER MARY | ||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |
| ZIPPERLY CYNTHIA | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| PENNY ALVERTHA | ||||||
| PRESIDENT | 40.00 | 168464 | 0 | 15947 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 168464 | TotalReportableCompFromOrg |
| Total Other Compensation | 15947 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1792248 | AllOtherContributions |
| Noncash Contributions | 292482 | NoncashContributions |
| Total Contributions | 1792248 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1067039 | TotalRevenueColumn |
| Exclusion | $1,067,039 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3000 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72421 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72421 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72421 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ADMINISTRATIVE FEES | 683525 | 683525 |
| INDIRECT PROJECT COSTS REVENU | 22566 | 22566 |
| OTHER INCOME | 15682 | 15682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 721773 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3656481 | TotalRevenueColumn |
| Related Or Exempt Function Income | 797194 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,067,039 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2993361 | Total |
| Program Services | 2993361 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191400 | Total |
| Management And General | 157364 | ManagementAndGeneral |
| Fundraising | 34036 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349228 | Total |
| Management And General | 303267 | ManagementAndGeneral |
| Fundraising | 45961 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9143 | Total |
| Management And General | 8017 | ManagementAndGeneral |
| Fundraising | 1126 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47635 | Total |
| Management And General | 42845 | ManagementAndGeneral |
| Fundraising | 4790 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44896 | Total |
| Management And General | 38232 | ManagementAndGeneral |
| Fundraising | 6664 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13436 | Total |
| Program Services | 5466 | ProgramServices |
| Management And General | 7970 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15269 | Total |
| Program Services | 675 | ProgramServices |
| Management And General | 14594 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165348 | Total |
| Management And General | 165198 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1787 | Total |
| Management And General | 581 | ManagementAndGeneral |
| Fundraising | 1206 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37680 | Total |
| Program Services | 2900 | ProgramServices |
| Management And General | 29871 | ManagementAndGeneral |
| Fundraising | 4909 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51744 | Total |
| Management And General | 50598 | ManagementAndGeneral |
| Fundraising | 1146 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21548 | Total |
| Management And General | 21548 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9092 | Total |
| Management And General | 9092 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67967 | Total |
| Management And General | 67967 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26293 | Total |
| Management And General | 26293 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11513 | Total |
| Management And General | 11299 | ManagementAndGeneral |
| Fundraising | 214 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ADMINISTRATIVE FEES | 578474 | 567569 | 10905 |
| INCOME DISTRIBUTIONS | 27695 | 27695 | |
| ANNUITY COSTS | 25145 | 25145 | |
| INDIRECT EXPENSE | 22566 | 22566 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18699 | Total |
| Program Services | 2092 | ProgramServices |
| Management And General | 16607 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4729919 | Total |
| Program Services | 3624903 | ProgramServices |
| Management And General | 1004814 | ManagementAndGeneral |
| Fundraising | 100202 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005529 | BOY |
| EOY | 401884 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312500 | BOY |
| EOY | 87500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9523 | BOY |
| EOY | 7197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 781173 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 193098 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605492 | BOY |
| EOY | 588075 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51918061 | BOY |
| EOY | 55171991 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2132764 | BOY |
| EOY | 2869681 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3771 | BOY |
| EOY | 4954 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160614 | BOY |
| EOY | 135469 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56148254 | BOY |
| EOY | 59266751 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26096 | BOY |
| EOY | 104405 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 115140 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770538 | BOY |
| EOY | 392010 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8278975 | BOY |
| EOY | 9128510 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9075609 | BOY |
| EOY | 9740065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45414122 | BOY |
| EOY | 47913271 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658523 | BOY |
| EOY | 1613415 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47072645 | BOY |
| EOY | 49526686 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56148254 | BOY |
| EOY | 59266751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1073438 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3527479 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2171046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2413554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6505324 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1697590 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1792248 | CurrentTaxYear |
| Total | 14579762 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2171046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2413554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6505324 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1697590 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1792248 | CurrentTaxYear |
| Total | 14579762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3821628 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10758134 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1251631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1075518 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1021655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1008899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1070039 | CurrentTaxYear |
| Total | 5427742 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 578558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 556933 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 701494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 654578 | CurrentTaxYearMinus1Year |
| Current Tax Year | 721773 | CurrentTaxYear |
| Total | 3213336 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23220840 | TotalSupport |
| Public Support Pertcentage170 | 0.46330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46170 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 97 | NumberDAFsHeld |
| Number Funds Held | 267 | NumberFundsHeld |
| Donor Advised Contributions | 954130 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 838118 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1850760 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1142601 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 18806553 | AggregateDAFValue |
| Aggregate Fund Value | 30720133 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 171000 | OtherCostOrOtherBasis |
| Book Value | 171000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 472191 | OtherCostOrOtherBasis |
| Depreciation | 99168 | Depreciation |
| Book Value | 373023 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 117713 | OtherCostOrOtherBasis |
| Depreciation | 86692 | Depreciation |
| Book Value | 31021 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20269 | OtherCostOrOtherBasis |
| Depreciation | 7238 | Depreciation |
| Book Value | 13031 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 588075 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY ENDOWMENT FUNDS HELD | $9,016,513 |
| CHARITABLE GIFT ANNUITY LIABILITIES | $111,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9128510 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 7602560 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3527479 | NetUnrealizedGainsInvestments |
| Other Revenues | 418600 | OtherRevenues |
| Revenue Not Rptd F990 | 3946079 | RevenueNotRptdF990 |
| Revenue Subtotal | 3656481 | RevenueSubtotal |
| Total Revenue Per Form990 | 3656481 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5148519 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 418600 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 418600 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4729919 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4729919 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | INTERNAL TRANSFERS 418,600 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | INTERNAL TRANSFERS 418,600 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (96 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| AIDS ALABAMA INC | |||||
| 2054 DAUPHIN STREET | MOBILE | AL | 36606 | 8000 | HEALTH |
| ALABAMA ARCHIVES AND HISTORY FOUNDA | |||||
| PO BOX 300100 | MONTGOMERY | AL | 361300100 | 10000 | ARTS/CULTURE |
| ALABAMA EDUCATIONAL TELEVISION FOUN | |||||
| TELEVISION PRODUCTION CENTER 2112 | BIRMINGHAM | AL | 352052884 | 24750 | CIVIC/COMMUNITY |
| ALABAMA FREE CLINIC INC | |||||
| PO BOX 1284 | BAY MINETTE | AL | 36507 | 8000 | HEALTH |
| AMERICAN CANCER SOCIETY INC - MOB | |||||
| 900 WESTERN AMERICA CIRCLE 101 | MOBILE | AL | 366094101 | 24350 | HEALTH |
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||
| 144 TENNESSEE AVE NE | WASHINGTON | DC | 20002 | 200000 | EDUCATION |
| AMERICA'S JUNIOR MISS SCHOLARSHIP F | |||||
| 751 GOVERNMENT STREET | MOBILE | AL | 366021404 | 12500 | EDUCATION |
| ANGELS' ARMS ANIMAL WELFARE CONNECT | |||||
| PO BOX 8548 | MOBILE | AL | 36689 | 15160 | ANTI-CRIME/ABUSE |
| AUBURN UNIVERSITY | |||||
| DEVELOPMENT ACCOUNTING 317 S COLL | AUBURN | AL | 36849 | 9460 | EDUCATION |
| B'NAI B'RITH INTERNATIONAL | |||||
| 2020 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | 10000 | CIVIC/COMMUNITY |
| BOAT PEOPLE SOS ATLANTA INC | |||||
| 6107 OAKBROOK PARKWAY | NORCROSS | GA | 30093 | 30000 | HUMAN SERVICES |
| BOY SCOUTS OF AMERICA MOBILE AREA C | |||||
| 2587 GOVERNMENT BLVD | MOBILE | AL | 36606 | 21655 | CIVIC/COMMUNITY |
| BOYS & GIRLS CLUBS OF SOUTH ALABAMA | |||||
| PO BOX 6724 | MOBILE | AL | 366600724 | 16727 | CIVIC/COMMUNITY |
| CENTRE FOR THE LIVING ARTS | |||||
| PO BOX 198 | MOBILE | AL | 366010198 | 40000 | ARTS/CULTURE |
| CHILD ADVOCACY CENTER INC | |||||
| 1351 SPRINGHILL AVENUE | MOBILE | AL | 366043210 | 32760 | ANTI-CRIME/ABUSE |
| CHRIST CHURCH CATHEDRAL | |||||
| 115 S CONCEPTION STREET | MOBILE | AL | 366022606 | 40000 | CIVIC/COMMUNITY |
| CHURCH OF THE APOSTLES INC | |||||
| PO BOX 662 | MONTROSE | AL | 36559 | 8850 | CIVIC/COMMUNITY |
| CLARKE COUNTY HISTORICAL SOCIETY | |||||
| 116 W COBB STREET | GROVE HILL | AL | 36451 | 16750 | ARTS/CULTURE |
| CONGREGATION AHAVAS CHESED | |||||
| PO BOX 850804 | MOBILE | AL | 366850804 | 10500 | CIVIC/COMMUNITY |
| DAUPHIN WAY UNITED METHODIST CHURCH | |||||
| 1507 DAUPHIN STREET | MOBILE | AL | 366041708 | 32350 | CIVIC/COMMUNITY |
| DUMAS WESLEY COMMUNITY CENTER | |||||
| PO BOX 7325 | MOBILE | AL | 366700325 | 30010 | HUMAN SERVICES |
| EASTERN SHORE ART ASSOCIATION INC | |||||
| 401 OAK STREET | FAIRHOPE | AL | 36532 | 29910 | ARTS/CULTURE |
| EDITH MURPHY FOUNDATION | |||||
| PO BOX 7552 | MOBILE | AL | 366700552 | 7400 | EDUCATION |
| ESCAMBIA COUNTY HEALTHCARE AUTHORIT | |||||
| PO BOX 908 | BREWTON | AL | 364270908 | 18560 | HEALTH |
| FAIRHOPE EDUCATIONAL ENRICHMENT FOU | |||||
| 82 PLANTATION POINTE 307 | FAIRHOPE | AL | 36532 | 54060 | EDUCATION |
| FAIRHOPE-POINT CLEAR ROTARY YOUTH P | |||||
| PO BOX 2230 | FAIRHOPE | AL | 36533 | 27750 | HUMAN SERVICES |
| FRANKLIN PRIMARY HEALTH CENTER | |||||
| PO BOX 2048 | MOBILE | AL | 366522048 | 22000 | HEALTH |
| FRIENDS OF BEST IN ALABAMA | |||||
| 2855 POST OAK CIRCLE | MOBILE | AL | 36693 | 24111 | EDUCATION |
| GARDEN SANCTUARY CHURCH OF GOD | |||||
| 2401 SPRING CREEK CIRCLE | MOBILE | AL | 36693 | 6107 | CIVIC/COMMUNITY |
| GOLDRINGWOLDENBERG INSTITUTE OF SO | |||||
| PO BOX 16528 | JACKSON | MS | 392366528 | 20000 | ARTS/CULTURE |
| GOODWILL EASTER SEALS OF THE GULF C | |||||
| 2448 GORDON SMITH DRIVE | MOBILE | AL | 366172319 | 26000 | HUMAN SERVICES |
| HERITAGE CHURCH OF GOD | |||||
| 161 W MAIN STREET | GILBERTOWN | AL | 36908 | 12000 | CIVIC/COMMUNITY |
| HISTORIC MOBILE PRESERVATION SOCIET | |||||
| 300 OAKLEIGH PLACE | MOBILE | AL | 366042910 | 16140 | ARTS/CULTURE |
| INFIRMARY FOUNDATION | |||||
| P O BOX 2226 | MOBILE | AL | 366522226 | 21000 | HEALTH |
| JEWISH INSTITUTE FOR NATIONAL SECUR | |||||
| 1307 NEW YORK AVENUE NW STE 200 | WASHINGTON | DC | 20005 | 9000 | ANTI-CRIME/ABUSE |
| LIONSUSA EYE RESEARCH INSTITUTE I | |||||
| C/O ANDERS BOYETT BRADY PC 3 | MOBILE | AL | 36608 | 17430 | HEALTH |
| LITTLE SISTERS OF THE POOR HOME FO | |||||
| 1655 MCGILL AVENUE | MOBILE | AL | 366041299 | 10000 | HUMAN SERVICES |
| MADISON HEIGHTS PRESBYTERIAN CHURCH | |||||
| 405 BOZEMAN ROAD | MADISON | MS | 39110 | 20000 | CIVIC/COMMUNITY |
| MAIN STREET MOBILE INC | |||||
| PO BOX 112 | MOBILE | AL | 366010112 | 8730 | CIVIC/COMMUNITY |
| MARINE ENVIRONMENTAL SCIENCES CONSO | |||||
| 101 BIENVILLE BLVD | DAUPHIN ISLAND | AL | 365284603 | 7391 | ENVIRONMENT/ANIMALS |
| MARION MILITARY INSTITUTE FOUNDATIO | |||||
| 1101 WASHINGTON STREET | MARION | AL | 36756 | 8000 | EDUCATION |
| MCGILL-TOOLEN CATHOLIC HIGH SCHOOL | |||||
| 1501 OLD SHELL ROAD | MOBILE | AL | 36604 | 8950 | EDUCATION |
| MOBILE AREA EDUCATION FOUNDATION | |||||
| 605 BEL AIR BLVD SUITE 400 | MOBILE | AL | 36606 | 40000 | CIVIC/COMMUNITY |
| MOBILE AREA JEWISH FEDERATION INC | |||||
| 273 AZALEA ROAD 1-219 | MOBILE | AL | 36609 | 28825 | CIVIC/COMMUNITY |
| MOBILE ARTS COUNCIL INC | |||||
| PO BOX 372 | MOBILE | AL | 36601 | 31068 | ARTS/CULTURE |
| MOBILE ASSOCIATION FOR RETARDED CIT | |||||
| 2424 GORDON SMITH DRIVE | MOBILE | AL | 366172319 | 24969 | HUMAN SERVICES |
| MOBILE BALLET INC | |||||
| 4351 DOWNTOWNER LOOP N | MOBILE | AL | 366095501 | 7417 | ARTS/CULTURE |
| MOBILE CHAMBER MUSIC | |||||
| 64 N MONTEREY STREET | MOBILE | AL | 36604 | 11090 | ARTS/CULTURE |
| MOBILE COUNTY DEPT OF HUMAN RESOUR | |||||
| P O BOX 1906 | MOBILE | AL | 366331906 | 14710 | HUMAN SERVICES |
| MOBILE INFIRMARY ASSOCIATION | |||||
| PO BOX 2226 | MOBILE | AL | 36607 | 29913 | HEALTH |
| MOBILE MUSEUM OF ART | |||||
| 4850 MUSEUM DRIVE | MOBILE | AL | 36608 | 8930 | ARTS/CULTURE |
| MOBILE OPERA | |||||
| THE LARKINS MUSIC CENTER 257 DAUPH | MOBILE | AL | 366022719 | 21218 | ARTS/CULTURE |
| MOBILE SYMPHONY INC | |||||
| P O BOX 3127 | MOBILE | AL | 366523127 | 84460 | ARTS/CULTURE |
| MOBILE UNITED | |||||
| PO BOX 1243 | MOBILE | AL | 366331243 | 10685 | CIVIC/COMMUNITY |
| MOST PURE HEART OF MARY SCHOOL | |||||
| 304 SENGSTAK STREET | MOBILE | AL | 366036213 | 20370 | EDUCATION |
| MULHERIN CUSTODIAL HOME INC | |||||
| 2496 HALLS MILL ROAD | MOBILE | AL | 366064605 | 11720 | HUMAN SERVICES |
| NATIONAL MARITIME MUSEUM OF THE GUL | |||||
| PO BOX 3005 | MOBILE | AL | 366523005 | 30000 | ARTS/CULTURE |
| NORTH BALDWIN INFIRMARY FOUNDATION | |||||
| PO BOX 1409 | BAY MINETTE | AL | 36507 | 7500 | HEALTH |
| OUTWARD BOUND INC - FIVE RIVERS B | |||||
| 265 YOUNG STREET | FAIRHOPE | AL | 35432 | 17500 | HUMAN SERVICES |
| OZANAM CHARITABLE PHARMACY INC | |||||
| 571 DAUPHIN STREET | MOBILE | AL | 366022109 | 65000 | HUMAN SERVICES |
| PENELOPE HOUSE INC | |||||
| PO BOX 9127 | MOBILE | AL | 366910127 | 30650 | ANTI-CRIME/ABUSE |
| RONALD MCDONALD HOUSE OF MOBILE | |||||
| 1626 SPRINGHILL AVENUE | MOBILE | AL | 366041415 | 13530 | HUMAN SERVICES |
| SACRED HEART OF JESUS CATHOLIC STUD | |||||
| 6051 OLD SHELL ROAD | MOBILE | AL | 36608 | 100000 | CIVIC/COMMUNITY |
| SENIOR CITIZENS SERVICES VIA HEALT | |||||
| 1717 DAUPHIN STREET | MOBILE | AL | 36604 | 10000 | HUMAN SERVICES |
| SOUTH ALABAMA BOTANICAL AND HORTICU | |||||
| 5151 MUSEUM DRIVE | MOBILE | AL | 36608 | 17750 | ENVIRONMENT/ANIMALS |
| SOUTH ALABAMA REGIONAL PLANNING COM | |||||
| PO BOX 1665 | MOBILE | AL | 366011665 | 20000 | CIVIC/COMMUNITY |
| SOUTH ALABAMA VOLUNTEER LAWYERS PRO | |||||
| 56 ST JOSEPH STREET SUITE 312 | MOBILE | AL | 366023318 | 6100 | HUMAN SERVICES |
| SOUTHEASTERN DIABETES EDUCATION SER | |||||
| 500 CHASE PARK S 104 | HOOVER | AL | 35244 | 11000 | HEALTH |
| SPRING HILL COLLEGE | |||||
| 4000 DAUPHIN STREET | MOBILE | AL | 366081791 | 225230 | EDUCATION |
| SPRINGHILL AVENUE TEMPLE | |||||
| 1769 SPRING HILL AVENUE | MOBILE | AL | 36607 | 16899 | CIVIC/COMMUNITY |
| ST EDMUNDS BY THE SEA CATHOLIC CHU | |||||
| PO BOX 6 | DAUPHIN ISLAND | AL | 36528 | 7500 | CIVIC/COMMUNITY |
| ST JOHN THE EVANGELIST CATHOLIC CH | |||||
| 1008 FORTUNE AVENUE | PANAMA CITY | FL | 32401 | 35183 | CIVIC/COMMUNITY |
| ST LAWRENCE CATHOLIC CHURCH | |||||
| 370 S SECTION STREET | FAIRHOPE | AL | 36532 | 12000 | CIVIC/COMMUNITY |
| ST PAUL'S EPISCOPAL SCHOOL | |||||
| 161 DOGWOOD LANE | MOBILE | AL | 366081398 | 12500 | EDUCATION |
| TEMPLE SINAI | |||||
| 50 SEWALL AVENUE | BROOKLINE | MA | 02446 | 5500 | CIVIC/COMMUNITY |
| THE ALABAMA COALITION AGAINST DOMES | |||||
| 450 N HULL STREET | MONTGOMERY | AL | 36104 | 12000 | ANTI-CRIME/ABUSE |
| THE AMERICAN FRIENDS OF JAMAICA IN | |||||
| 1697 BROADWAY SUITE 502 | NEW YORK | NY | 10019 | 8500 | CIVIC/COMMUNITY |
| THE EPISCOPAL CHURCH OF THE HOLY SP | |||||
| PO BOX 2365 | ALABASTER | AL | 35007 | 25670 | CIVIC/COMMUNITY |
| THE SALVATION ARMY OF COASTAL ALABA | |||||
| PO BOX 1025 | MOBILE | AL | 366331025 | 7322 | HUMAN SERVICES |
| THE UNIVERSITY OF CHICAGO | |||||
| 1427 EAST 60TH STREET STE 120 | CHICAGO | IL | 60637 | 125000 | EDUCATION |
| THOMAS HOSPITAL FOUNDATION | |||||
| PO BOX 929 | FAIRHOPE | AL | 365330929 | 6000 | HEALTH |
| TRINITY EPISCOPAL CHURCH | |||||
| P O BOX 6176 | MOBILE | AL | 366600176 | 36000 | CIVIC/COMMUNITY |
| UMS WRIGHT PREPARATORY SCHOOL | |||||
| 65 N MOBILE STREET | MOBILE | AL | 366079018 | 16150 | EDUCATION |
| UNITED WAY OF BALDWIN COUNTY INC | |||||
| PO BOX 244 | FOLEY | AL | 365360244 | 31000 | HUMAN SERVICES |
| UNITED WAY OF SOUTHWEST ALABAMA IN | |||||
| PO DRAWER 89 | MOBILE | AL | 366010089 | 50880 | HUMAN SERVICES |
| UNIVERSITY OF ALABAMA | |||||
| OFFICE OF UNIVERSITY ADVANCEMENT B | TUSCALOOSA | AL | 35487 | 11270 | EDUCATION |
| UNIVERSITY OF ALABAMA - COLLEGE OF | |||||
| P O BOX 870172 | TUSCALOOSA | AL | 35487 | 6380 | EDUCATION |
| UNIVERSITY OF MOBILE | |||||
| 5735 COLLEGE PARKWAY | MOBILE | AL | 366132842 | 27310 | EDUCATION |
| UNIVERSITY OF NOTRE DAME | |||||
| DEVELOPMENT OFFICE 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 30000 | EDUCATION |
| UNIVERSITY OF SOUTH ALABAMA | |||||
| 650 CLINIC DR RM 2150 TRP III | MOBILE | AL | 36688 | 125790 | EDUCATION |
| USA MITCHELL CANCER INSTITUTE | |||||
| UNIVERSITY OF SOUTH ALABAMA OFFICE | MOBILE | AL | 366880002 | 70250 | HEALTH |
| VICTORY HEALTH PARTNERS | |||||
| 3750 PROFESSIONAL PARKWAY | MOBILE | AL | 366095407 | 10000 | HEALTH |
| WATERFRONT RESCUE MISSION INC | |||||
| 206 STATE STREET | MOBILE | AL | 366036423 | 10000 | HUMAN SERVICES |
| YMCA - BIG BROTHERS BIG SISTERS OF | |||||
| 9 DAUPHIN STREET STE 101 | MOBILE | AL | 366023705 | 23000 | HUMAN SERVICES |
| YOUNG LIFE - JACKSON AREA OFFICE | |||||
| PO BOX 79066 | JACKSON | MS | 392369066 | 10000 | CIVIC/COMMUNITY |
| COMMUNITY FDN OF SOUTH ALABAMA | |||||
| PO BOX 990 | MOBILE | AL | 36601 | 76404 | CHARITABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 96 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PENNY ALVERTHA | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 167667 | BaseCompensationFilingOrg |
| Other Compensation Filing Org | 797 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 6720 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 9227 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 184411 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 292482 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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." |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | POSSIBLE CONFLICTS OF INTEREST REPORTED BY OFFICERS, DIRECTORS, AND EMPLOYEES ARE FURTHER REVIEWED. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | SEE 15A |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | INTERNAL TRANSFERS 418,600 INTERNAL TRANSFERS -418,600 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | 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 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISRAEL & SYLVIA GOLDBERG FAMILY | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFSA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments