WALKER AREA COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WALKER AREA COMMUNITY FOUNDATION (EIN 63-1154984)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201311969349300516
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-07-15T09:26:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631133963 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haynes Downard LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631154984 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walker Area Community Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALK | NameControl |
| Phone | 2053020001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 7th St W | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 35501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul W Kennedy | Name |
| Title | President | Title |
| Phone | 2052950170 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lewis F Jones Jr | Name |
| PTIN | P00013592 | PTIN |
| Phone | 2052543380 | Phone |
| Date Prepared | 2013-05-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Paul W Kennedy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 7th St W | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 35501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5362962 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wacf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10451364 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2866895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9246 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1607681 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 33063 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10460610 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4507639 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 940071 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3583488 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 178537 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 229383 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83035 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 280089 | OtherExpensePriorYear |
| Other Expenses Current Year | 230018 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1398697 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4042889 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9061913 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 464750 | RevenuesLessExpensesCY |
| Total Assets BOY | 22419868 | TotalAssetsBOY |
| Total Assets EOY | 23320872 | TotalAssetsEOY |
| Total Liabilities BOY | 4348 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4641 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22415520 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23316231 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3894629 | Expense |
| Grants | 3583488 | Grants |
| Description | Walker Area Community Foundation provides grants to promote the community health and social welfare of citizens within the community of Walker County, Alabama. | Description |
| Total Program Service Expense | 3894629 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jack Allen | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2052950170 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 581 | AddressLine1 |
| City | Jasper | City |
| State | AL | State |
| ZIP Code | 355020581 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Edward R Jackson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| John T Oliver Jr | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Russell B Robertson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Beth Thorne Stukes | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Haig Wright II | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Abbie Drummond | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jack G Allen | ||||||
| Chairman | 1.00 | 0 | 0 | 0 | X | |
| EA Drummond | ||||||
| Vice President | 1.00 | 0 | 0 | 0 | X | |
| Steve G Globetti | ||||||
| Secretary | 1.00 | 0 | 0 | 0 | X | |
| Patrick Willingham | ||||||
| Secretary and Treasurer | 1.00 | 0 | 0 | 0 | X | |
| Cristy Moody | ||||||
| Program Officer | 40.00 | 50000 | 0 | 0 | X | |
| Paul W Kennedy | ||||||
| President | 40.00 | 91745 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 141745 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hodges Construction | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 Debardeleben Road | AddressLine1 |
| City | Bremen | City |
| State | AL | State |
| ZIP Code | 35033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Construction | DescriptionOfServices |
| Compensation | 221020 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2866895 | AllOtherContributions |
| Total Contributions | 2866895 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 421228 | TotalRevenueColumn |
| Exclusion | $421,228 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2041776 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 855323 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1186453 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1186453 | TotalRevenueColumn |
| Exclusion | $1,186,453 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous revenue | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 33063 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33063 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33063 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4507639 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33063 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,607,681 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3583488 | Total |
| Program Services | 3583488 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229383 | Total |
| Program Services | 178365 | ProgramServices |
| Management And General | 12166 | ManagementAndGeneral |
| Fundraising | 38852 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22154 | Total |
| Management And General | 22154 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12399 | Total |
| Program Services | 9671 | ProgramServices |
| Management And General | 620 | ManagementAndGeneral |
| Fundraising | 2108 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15206 | Total |
| Management And General | 15206 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1706 | Total |
| Program Services | 1331 | ProgramServices |
| Management And General | 85 | ManagementAndGeneral |
| Fundraising | 290 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59330 | Total |
| Program Services | 42959 | ProgramServices |
| Management And General | 2967 | ManagementAndGeneral |
| Fundraising | 13404 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14705 | Total |
| Program Services | 11470 | ProgramServices |
| Management And General | 735 | ManagementAndGeneral |
| Fundraising | 2500 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Display and event expen | 20773 | 20773 | ||
| Miscellaneous expense | 15396 | 12009 | 769 | 2618 |
| Utilities | 13864 | 10039 | 693 | 3132 |
| Printing and publicatio | 11413 | 11413 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43072 | Total |
| Program Services | 24524 | ProgramServices |
| Management And General | 9830 | ManagementAndGeneral |
| Fundraising | 8718 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4042889 | Total |
| Program Services | 3894629 | ProgramServices |
| Management And General | 65225 | ManagementAndGeneral |
| Fundraising | 83035 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 870429 | BOY |
| EOY | 635428 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5367763 | BOY |
| EOY | 1794089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1853515 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 140042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1454024 | BOY |
| EOY | 1713473 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14721802 | BOY |
| EOY | 19171882 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5850 | BOY |
| EOY | 6000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22419868 | BOY |
| EOY | 23320872 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4348 | BOY |
| EOY | 4641 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4348 | BOY |
| EOY | 4641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15198116 | BOY |
| EOY | 16137389 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7217404 | BOY |
| EOY | 7178842 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22415520 | BOY |
| EOY | 23316231 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22419868 | BOY |
| EOY | 23320872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 464750 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 435961 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 987746 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 816690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 892335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10451364 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2879958 | CurrentTaxYear |
| Total | 16028093 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 987746 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 816690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 892335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10451364 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2879958 | CurrentTaxYear |
| Total | 16028093 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 16028093 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 670888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 516318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 262761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 320530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 421228 | CurrentTaxYear |
| Total | 2191725 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 33063 | CurrentTaxYear |
| Total | 33063 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18252881 | TotalSupport |
| Public Support Pertcentage170 | 0.87810 | PublicSupportPertcentage170 |
| 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 | 8 | NumberDAFsHeld |
| Donor Advised Contributions | 2099849 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 2517907 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 6571249 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76044 | OtherCostOrOtherBasis |
| Book Value | 76044 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1492682 | OtherCostOrOtherBasis |
| Depreciation | 76894 | Depreciation |
| Book Value | 1415788 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 166642 | OtherCostOrOtherBasis |
| Depreciation | 23193 | Depreciation |
| Book Value | 143449 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21608 | OtherCostOrOtherBasis |
| Depreciation | 16912 | Depreciation |
| Book Value | 4696 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96539 | OtherCostOrOtherBasis |
| Depreciation | 23043 | Depreciation |
| Book Value | 73496 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1713473 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4943600 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 435961 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 435961 | RevenueNotRptdF990 |
| Revenue Subtotal | 4507639 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4507639 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4042889 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4042889 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4042889 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | During the year ended December 31, 2010, the Foundation adopted new guidance pertaining to accounting for uncertainty in income taxes. There was no effect on net assets as a result of the implementation. As of December 31, 2012 and 2011, the Foundation has no uncertain tax positions that qualify for recognition or disclosure in the financial statements. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Samford University | ||||||
| 800 Lakeshore Drive | Birmingham | AL | 35229 | 1219512 | Education. | |
| 4-H of Alabama | ||||||
| 892 4-H Road | Columbiana | AL | 35051 | 609756 | Educational. | |
| Hope Clinic | ||||||
| PO Box 1427 | Jasper | AL | 35502 | 392036 | Health and medical. | |
| Birmingham Botanical Gardens | ||||||
| 2612 Lane Park Road | Birmingham | AL | 35223 | 121951 | Environmental. | |
| United Way of Central Alabama | ||||||
| 3600 8th Avenue South Ste 501 | Birmingham | AL | 35222 | 56560 | Social welfare. | |
| Walker County Arts Alliance | ||||||
| PO Box 1622 | Jasper | AL | 35502 | 37500 | Arts and humanities. | |
| Hope for Women | ||||||
| 1705 5th Avenue South | Jasper | AL | 35501 | 25000 | Social welfare. | |
| Community Food Bank of Central Alabama | ||||||
| 107 Walters Drive | Birmingham | AL | 35209 | 25000 | Social welfare. | |
| Backyard Blessings | ||||||
| PO Box 129 | Sumiton | AL | 35148 | 20000 | Social welfare. | |
| Birmingham Regional Emergency Medical Services System | ||||||
| 1114 16th Street South | Birmingham | AL | 35205 | 20000 | Social welfare. | |
| City of Jasper | ||||||
| 400 West 19th Street | Jasper | AL | 35502 | 19158 | Social welfare and recreation. | |
| Mission of Hope | ||||||
| PO Box 555 | Jasper | AL | 35502 | 15500 | Social welfare. | |
| Salvation Army | ||||||
| 207 East 20th Street | Jasper | AL | 35501 | 15000 | Social welfare. | |
| Jasper City Schools | ||||||
| 110 W 17th Street | Jasper | AL | 35501 | 13850 | Education. | |
| Habitat for Humanity | ||||||
| 7952 Crestwood Blvd | Irondale | AL | 35210 | 10000 | Social welfare. | |
| City of Cordova | ||||||
| 74 Main Street Ste A | Cordova | AL | 35550 | 6400 | Recreation. | |
| City of Cordova Fire Department | ||||||
| 260 School Street | Cordova | AL | 35550 | 5000 | Social welfare. | |
| Birmingham Zoo | ||||||
| 2630 Cahaba Road | Mountain Brook | AL | 35223 | 10000 | Children/youth. | |
| Parrish Elementary School | ||||||
| PO Box 109 | Parrish | AL | 35580 | 5643 | Education. | |
| American Red Cross | ||||||
| 1101 Viking Drive | Jasper | AL | 35501 | 10000 | Social welfare. | |
| Class Tran | ||||||
| 2121 Reverend Abraham Woods Jr Blvd | Birmingham | AL | 35203 | 10000 | Elder care. | Ste 1100 |
| The Literacy Council | ||||||
| 2301 1st Avenue North Ste 102 | Birmingham | AL | 35203 | 10000 | Education. | |
| University of Alabama | ||||||
| 739 University Blvd | Tuscaloosa | AL | 35487 | 10000 | Education. | |
| VSA Arts of Alabama | ||||||
| 1600 7th Ave South | Birmingham | AL | 35233 | 10000 | Arts and recreation. | |
| Walker Baptist Association Disaster Relief | ||||||
| 230 N Walston Bridge Road | Jasper | AL | 35504 | 15000 | Environmental and social welfare. | |
| Youth Advocate Programs | ||||||
| 2209 Delaware Avenue | Jasper | AL | 35501 | 14996 | Education and children/youth. | |
| Dilworth Church of God | ||||||
| 3582 Hull Road | Empire | AL | 35063 | 10000 | Social welfare. | |
| Magic Moments | ||||||
| 1600 7th Ave South | Birmingham | AL | 35233 | 7000 | Arts and humanities. | |
| Walker Baptist Medical Center | ||||||
| 3400 Hwy 78 E | Jasper | AL | 35501 | 14000 | Health/medical. | |
| Walker County Coalition for the Homeless | ||||||
| 2209 Delaware Avenue | Jasper | AL | 35501 | 9213 | Social welfare. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Rug | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Form 990, Part 12, Line 2c | The oversight process of the audit has not changed from the prior year. | Oversight process of audit |