2013-06-20T15:42:40-05:00 2012-09-30 630721243 BORLAND BENEFIELD 2101 HIGHLAND AVE SUITE 500 BIRMINGHAM AL 35205 990 2011-10-01 582099274 JEFFERSON COUNTY SCHOOLS PUBLIC EDUCATION FOUNDATION INC JEFF 2053792216 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 SALLY PRICE 2053792216 2013-06-13 1 JEFFREY D CHANDLER CPA P00764759 2058027212 2013-06-11 2011 2016-03-07 17:11:31Z SALLY PRICE 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 533571 0 X WWW.JEFCOED.COM/FOUNDATION X 1992 AL TO ASSIST THE JEFFERSON CO. SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 19 19 1 0 0 0 156057 262376 25581 13120 958 662 180450 63040 363046 339198 0 0 0 0 159392 140041 0 69653 120673 361704 387988 521096 597682 -158050 -258484 827896 569337 75 0 827821 569337 TO ASSIST THE JEFFERSON CO. SCHOOL SYSTEM BY SECURING ADDITIONAL RESOURCES WHILE HEIGHTENING COMMUNITY AWARENESS OF SYSTEM NEEDS AND OPPORTUNITIES. 0 0 422524 422029 TO BUILD BENEFICIAL BUSINESS AND COMMUNITY PARTNERSHIPS AND INCREASE AWARENESS OF NEEDS AND OPPORTUNITIES FOR JEFCOED SCHOOLS, TO REWARD INNOVATION IN CLASSROOM, TO PROMOTE OUT- STANDING TEACHING & STUDENT ACHIEVEMENT. 422524 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 X SALLY PRICE 2053792216 2100 SOUTH 18TH STREET BIRMINGHAM AL 35209 X MAX COOPER 1.00 X 0 0 0 WADE COX 1.00 X 0 0 0 ROCHELLE DUNN 1.00 X 0 0 0 STEVE H FLANAGAN 1.00 X 0 0 0 MIKE HOBBS 1.00 X 0 0 0 WALKER JONES 1.00 X 0 0 0 TOMMY LITTLE 1.00 X 0 0 0 MARCUS LUNDY 1.00 X 0 0 0 D KIM MUNFORD 1.00 X 0 0 0 KAREN SMITH NIX 1.00 X 0 0 0 RICHARD NAIL II 1.00 X 0 0 0 DR STEVEN NOWLIN 1.00 X 0 0 0 JENNIFER PARSONS 1.00 X 0 0 0 JONATHAN K PORTER 1.00 X 0 0 0 SCOTT WOOD 1.00 X 0 0 0 NEZ CALHOUN 1.00 X 0 0 0 CAROLYN BLACKWELL 1.00 X 0 0 0 RONALD RHODES 1.00 X 0 0 0 DR BETSY ROGERS 1.00 X 0 0 0 TOM SURTEES 1.00 X 0 0 0 TERRI WILLIAMS 1.00 X 0 0 0 ANN UNDERWOOD 1.00 X 0 0 0 DAVID LOTT 1.00 X 0 0 0 WENDI BOYEN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 262376 262376 CERTIFICATION FEE REPA 900099 13120 13120 13120 662 662 257080 194373 62707 62707 OTHER REVENUE - RELATE 900099 333 333 333 339198 14115 0 62707 X 140041 60059 30029 49953 1321 1321 7448 7448 69653 69653 11632 11632 6395 2714 3100 581 1741 1019 460 262 1492 1044 224 224 PASS-THOUGH FUNDS 136111 136111 FRANKLIN SCHOLARSHIPS 52000 52000 EDUCATOR GRANTS 35222 35222 EMERGENCY RELIEF 32597 32597 102029 101758 271 597682 422524 54485 120673 815115 556820 2000 2000 22530 12013 10781 10517 827896 569337 75 75 0 X 191297 78312 634524 489025 2000 2000 827821 569337 827896 569337 -258484 0 X X 0 1 1 X 0 X 1808722 1248252 716902 156057 291489 4221422 264468 291700 233650 303275 241087 1334180 2073190 1539952 950552 459332 532576 5555602 0 0 0 5555602 8108 23905 5989 958 662 39622 8108 23905 5989 958 662 39622 2479 333 2812 2081298 1563857 956541 462769 533571 5598036 0.99240 0.99020 0.00710 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22530 12013 10517 10517 339198 597682 -258484 -258484 533571 194373 194373 339198 0 339198 792055 194373 194373 597682 0 597682 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF SEPTEMBER 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND ITS TAX RETURNS FOR THE YEAR 2007 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SCHOOL COUPONS DIRECT EXPENSES OF GONE FISHIN PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SCHOOL COUPONS DIRECT EXPENSES OF GONE FISHIN X X 1 LARIMER WALDROP AND ASSOCIATES 3424 STONERIDGE DRIVE BIRMINGHAM AL 35243 CAMPAIGN DEVELOPMENT 0 88841 65000 23841 88841 65000 23841 AL SCHOOL COUPONS 241087 241087 169359 GONE FISHIN 15993 15993 25014 257080 257080 194373 194373 62707 FORM 990, PART VI, SECTION B, LINE 11 A MEETING WAS HELD AMONG THE TAX ACCOUNTANT, EXECUTIVE DIRECTOR, AND THE BOARD OF DIRECTORS TO DISCUSS AND APPROVE THE 990 TAX RETURN BEFORE FILING IT WITH THE FEDERAL GOVERNMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF AN INDIVIDUAL OR BUSINESS. THEY WILL PROVIDE A COPY OF SUCH DOCUMENTS TO ANYONE WHO REQUESTS IT FOR PURPOSES OF DONATIONS OR CREDIT INFORMATION. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E PRINCIPAL LEADERSHIP: PROGRAM SERVICE EXPENSES 32,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,532. APPLICANT SUPPORT: PROGRAM SERVICE EXPENSES 28,521. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,521. BUDGETED PROGRAMS: PROGRAM SERVICE EXPENSES 15,817. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,817. DISCRETIONARY FUND GRANTS: PROGRAM SERVICE EXPENSES 9,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,480. LEAD TEACHER MONITORING: PROGRAM SERVICE EXPENSES 6,457. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,457. SECOND MILE TEACHER: PROGRAM SERVICE EXPENSES 5,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,056. COKE GRANT: PROGRAM SERVICE EXPENSES 1,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,863. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 882. MANAGEMENT AND GENERAL EXPENSES 271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,153. SCIENCE OLMPIAD: PROGRAM SERVICE EXPENSES 1,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,150. THE ORGANIZATION'S BOARD OF DIRECTORS ASSUME THE OVERSIGHT RESPONSIBILITY OF THE FINANCIAL STATEMENT AUDIT AND THE HIRING OF THE INDEPENDENT AUDITOR.