Civic Intelligence

The Full Life Ahead Foundation

990 • Fiscal year 2014 • EIN 30-0080935

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

2908 Clairmont Ave SBirmingham, AL 35205

(205) 439-6534

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$601,162

Up $3,620 (+0.6%) from 2013

Net Assets

Up

$599,533

Up $2,611 (+0.4%) from 2013

Liabilities

Up

$1,629

Up $1,009 (+163%) from 2013

Revenue

Down

$101,797

Down $290,117 (-74%) from 2013

Expenses

Up

$99,186

Up $9,374 (+10%) from 2013

Net Income

Down

$2,611

Down $299,491 (-99%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2011: $80,205Liabilities 2011: $5,492Net Assets 2011: $74,7132011Assets 2013: $597,542Liabilities 2013: $620Net Assets 2013: $596,9222013Assets 2014: $601,162Liabilities 2014: $1,629Net Assets 2014: $599,5332014Assets 2015: $512,086Liabilities 2015: $5,479Net Assets 2015: $506,6072015Assets 2016: $528,452Liabilities 2016: $4,341Net Assets 2016: $524,1112016Assets 2017: $490,990Liabilities 2017: $6,380Net Assets 2017: $484,6102017Assets 2019: $564,701Liabilities 2019: -$2,531Net Assets 2019: $567,2322019Assets 2020: $549,191Liabilities 2020: $34,361Net Assets 2020: $514,8302020Assets 2021: $670,999Liabilities 2021: $5,963Net Assets 2021: $665,0362021Assets 2022: $536,611Liabilities 2022: $18,843Net Assets 2022: $517,7682022Assets 2024: $657,946Liabilities 2024: $4,096Net Assets 2024: $653,8502024

Highlighted filing

2014

Assets$601,162
Liabilities$1,629
Net Assets$599,533

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $129,0042011Revenue 2013: $391,914Expenses 2013: $89,812Net Income 2013: $302,1022013Revenue 2014: $101,797Expenses 2014: $99,186Net Income 2014: $2,6112014Revenue 2015: $70,031Expenses 2015: $127,513Net Income 2015: -$57,4822015Revenue 2016: $169,921Expenses 2016: $152,417Net Income 2016: $17,5042016Revenue 2017: $106,063Expenses 2017: $174,491Net Income 2017: -$68,4282017Revenue 2019: $240,488Expenses 2019: $215,392Net Income 2019: $25,0962019Revenue 2020: $233,030Expenses 2020: $285,432Net Income 2020: -$52,4022020Revenue 2021: $332,413Expenses 2021: $277,207Net Income 2021: $55,2062021Revenue 2022: $134,912Expenses 2022: $282,180Net Income 2022: -$147,2682022Revenue 2024: $206,671Expenses 2024: $192,163Net Income 2024: $14,5082024

Highlighted filing

2014

Revenue$101,797
Expenses$99,186
Net Income$2,611
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$137,939
Mission and Program Overview

Mission

To bring Hope to and create Self-Advocacy for individuals with disAbilities leading to a full, more self-sufficient life through a network of community, professionals, and support systems based on the individual's goals for their life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$593,164$596,891▲ $3,727
Land, Buildings, and Equipment, Net$655$4,188▲ $3,533
Accounts Receivable$3,006$83▼ $2,923
Total Assets$597,542$601,162▲ $3,620
Other Assets Total$717--
Liabilities
Accounts Payable and Accrued Expenses$620$1,629▲ $1,009
Total Liabilities$620$1,629▲ $1,009
Net Assets / Fund Balance
Temporarily Rstr Net Assets$411,429$317,857▼ $93,572
Unrestricted Net Assets$185,493$281,676▲ $96,183
Total Net Assets Fund Balance$596,922$599,533▲ $2,611
Total Liabilities and Net Assets / Fund Balance$597,542$601,162▲ $3,620

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,188$32,173-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$461,429$47,170-$50,009$458,590
2013$200,000$261,429--$461,429
2012-$200,000--$200,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Henry Barclay IIIPresident
Randy PhillipsVice President
Chris PalmerBoard Member
Jan CobbBoard Member
Janice CrowBoard Member
Jim MartinBoard Member
Jim WaltonBoard Member
Judy BarclayBoard Member
Lillian ButlerBoard Member
Lisa ManlyBoard Member
Rachel HughesBoard Member
Lisa AlfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,298
Program Service Revenue
$11,224
Investment Income
$2,174
Other Revenue
$101
All Other Contributions
$88,298
Change in Net Assets
$2,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,119
Salaries, Compensation, and Employee Benefits$34,067
Total Fundraising Expense$4,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$22,327$2,857$3,315$28,499
Travel$17,471$18$17$17,506
Office Expenses$7,163$676$1,050$8,889
Insurance$4,100--$4,100
Fees for Services Other$3,976$75-$4,051
Other Employee Benefits$2,610$1,032-$3,642
Information Technology$2,863$99-$2,962
Fees for Services Accounting$1,725$925-$2,650
All Other Expenses$1,134$993$57$2,184
Payroll Taxes$1,318$355$253$1,926
Other Expenses$1,190$186-$1,376
Depreciation Depletion$1,023--$1,023
Fees for Services Legal-$743-$743
Total Functional Expenses$86,535$7,959$4,692$99,186
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Judy Barclay, Board Member, and Henry Barclay, President, are husband and wife. Family Relationship.

Form 990, Part VI, Section A, line 2

Lisa Alford and Randy Phillips, business relationship

Form 990, Part VI, Section B, line 11

Form 990 is prepared and circulated to the Board of Directors before it is filed. Comments are requested to be returned to the Treasurer within 2 days of filing the Form 990 so that changes, if any, may be incorporated.

Form 990, Part VI, Section B, line 12C

Annually, all employees and members of the Board of Directors are required to complete and sign a questionnaire noting conflicts of interest with the organization, if any. The Executive Director is responsible for obtaining the statements from employees and the President is responsible for obtaining the statements from each member of the Board of Directors. The Board reviews all conflicts of interest for appropriate action and response.

Form 990, Part VI, Section B, line 15

Upon hiring or annual change in compensation, the Board of Directors is presented with compensation comparable data for similar nonprofit organizations considering size, function and nature and determines the compensation for the Executive Director. All compensation is reviewed and approved annually by the Board of Directors.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy, and financial statements are available to the public at the organization's office during normal business hours and upon request.

Filing and Contact Details

Filer

Filer Name
The Full Life Ahead Foundation
EIN
30-0080935
Phone
2054396534
Address
2908 CLAIRMONT AVE S, BIRMINGHAM, AL 35205

Signing Officer

Name
Henry I Barclay III
Title
President
Phone
2054396534
Signed
2015-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry I Barclay III
Formed
2002
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
0

Preparer

Firm
Lehmann Ullman and Barclay Llp
Address
2908 CLAIRMONT AVENUE, BIRMINGHAM, AL 35205
Preparer
Ronald a Piombino
Phone
2053285966
Supplemental Narrative

Financial Statement Notes

Schedule D Part V Line 4 Endowment Funds

Temporarily restricted endowments established by donor-restricted gifts to be maintained for a specified period of time.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Resource Dissemination
IRS990/ProgramServiceRevenueGrp/Desc1Transition Training
IRS990/ProgramServiceRevenueGrp/Desc2Program Service Revenu
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05788
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15388
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248
IRS990/ProgSrvcAccomActy2Grp/Desc0Outreach/Mobilization - The purpose of outreach is to identify individuals who are in need of our training, services and/or programs. Identification is done through creating partnerships and collaborations with parent groups, service providers, educators, propspective employers and other community members.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025694
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Resource Dissemination - Resource Dissemination consists of providing information and materials to assist individuals with disabilities in working with service providers, educators, community members and employers in developing plans for their future. We provide information in the form of printed material, links to other agencies, service providers, websites & by participating in resource fairs, conferences, etc.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016817
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011784
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Technical Assistance - Technical Assistance is provided to individuals with disabilities and their families about disAbility issues. This is done in many ways including referral to other agency groups who can assist them. Full Life Ahead works to promote partnerships through the encouragement of positive, strong communication between the individual with a disAbility and their family with those who are working to the future.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Program Development - Activities performed by the Foundation in creating new and dynamic experiences which will influence participants to nourish and achieve their dreams.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03185
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12330
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0366967
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012967
IRS990/PYOtherExpensesAmt055826
IRS990/PYOtherRevenueAmt01559
IRS990/PYProgramServiceRevenueAmt010421
IRS990/PYRevenuesLessExpensesAmt0302102
IRS990/PYSalariesCompEmpBnftPaidAmt033986
IRS990/PYTotalExpensesAmt089812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0391914
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt02611
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0593164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0596891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt088298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0366967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0292051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0157988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0956956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-1133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-1197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014055
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094990
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98550
IRS990ScheduleA/PublicSupportPY170Pct00.95900
IRS990ScheduleA/PublicSupportTotal170Amt0956956
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0366967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0157988
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0956956
IRS990ScheduleA/TotalSupportAmt0971011
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0461429
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047170
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0458590
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0200000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0261429
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0461429
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0200000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04188
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032173
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt036361
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Temporarily restricted endowments established by donor-restricted gifts to be maintained for a specified period of time.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Part V Line 4 Endowment Funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04188
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Judy Barclay, Board Member, and Henry Barclay, President, are husband and wife. Family Relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lisa Alford and Randy Phillips, business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is prepared and circulated to the Board of Directors before it is filed. Comments are requested to be returned to the Treasurer within 2 days of filing the Form 990 so that changes, if any, may be incorporated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annually, all employees and members of the Board of Directors are required to complete and sign a questionnaire noting conflicts of interest with the organization, if any. The Executive Director is responsible for obtaining the statements from employees and the President is responsible for obtaining the statements from each member of the Board of Directors. The Board reviews all conflicts of interest for appropriate action and response.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon hiring or annual change in compensation, the Board of Directors is presented with compensation comparable data for similar nonprofit organizations considering size, function and nature and determines the compensation for the Executive Director. All compensation is reviewed and approved annually by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents, conflict of interest policy, and financial statements are available to the public at the organization's office during normal business hours and upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0411429
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0317857
IRS990/TempOrPermanentEndowmentsInd01

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