Civic Intelligence

The Full Life Ahead Foundation

990 • Fiscal year 2015 • EIN 30-0080935

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$44,726

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 63.9% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$512,086

Down $89,076 (-15%) from 2014

Net Assets

Down

$506,607

Down $92,926 (-15%) from 2014

Liabilities

Up

$5,479

Up $3,850 (+236%) from 2014

Revenue

Down

$70,031

Down $31,766 (-31%) from 2014

Expenses

Up

$127,513

Up $28,327 (+29%) from 2014

Net Income

Down

-$57,482

Down $60,093 (-2302%) from 2014

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

2015

Assets$512,086
Liabilities$5,479
Net Assets$506,607

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

2015

Revenue$70,031
Expenses$127,513
Net Income-$57,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$155,140
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$596,891$509,784▼ $87,107
Land, Buildings, and Equipment, Net$4,188$2,091▼ $2,097
Accounts Receivable$83$211▲ $128
Total Assets$601,162$512,086▼ $89,076
Liabilities
Accounts Payable and Accrued Expenses$1,629$5,479▲ $3,850
Total Liabilities$1,629$5,479▲ $3,850
Net Assets / Fund Balance
Unrestricted Net Assets$281,676$282,321▲ $645
Temporarily Rstr Net Assets$317,857$224,286▼ $93,571
Total Net Assets Fund Balance$599,533$506,607▼ $92,926
Total Liabilities and Net Assets / Fund Balance$601,162$512,086▼ $89,076

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,091$34,270-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$317,857--$93,571$224,286
2014$411,429$0-$93,571$317,857
2013$200,000$305,000-$93,571$411,429
2012-$250,000-$50,000$200,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tammy MooreExecutive DirectorFT$44,726$44,726

Board Members and Trustees

NameTitle
Henry Barclay IIIPresident
Randy PhillipsVice President
Chris PalmerBoard Member
Helen ToddBoard Member
Jim WaltonBoard Member
Judy BarclayBoard Member
Lisa AlfordBoard Member
Lisa ManlyBoard Member
Jan CobbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,921
Program Service Revenue
$8,153
Investment Income
$22,440
Other Revenue
$1,517
All Other Contributions
$37,921
Change in Net Assets
$-57,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,381
Salaries, Compensation, and Employee Benefits$52,132
Total Fundraising Expense$2,974
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,414$1,413$2,254$47,081
Travel$19,840--$19,840
All Other Expenses$4,755$1,809$94$6,658
Fees for Services Other$2,759$1,489-$4,248
Insurance$3,923--$3,923
Payroll Taxes$3,210$391$172$3,773
Other Expenses$3,415$800$225$3,415
Office Expenses$686$1,391$226$2,303
Depreciation Depletion$2,097--$2,097
Fees for Services Accounting$75$1,925-$2,000
Other Employee Benefits$628$650-$1,278
Information Technology$70--$70
Total Functional Expenses$114,032$10,507$2,974$127,513
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
Pres
Phone
2054396520
Signed
2016-11-15
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
1
Volunteers
135

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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IRS990/Desc0Transition Training - Transition Training involves taking participants through a Five-Step Process that Full Life Ahead has developed to assist an individual with a disAbility in preparing for life after High School. The Process involves creating Hope, Encouraging Dreams, Involving Community, Creating Action Steps and Achieving the Plan that the individual with a disAbility is focused on creating. The plan is a map to achieveing the dreams and goals of the individual so that they determine their future and its direction. Training includes Public Speaking, conferences, parent groups, and school meetings about the Full Life Ahead program and process. This helps to provide direction for the future of the individual who is experiencing challenges.
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025735
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/ExpenseAmt014026
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05949
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/ExpenseAmt010111
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt15076
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt088298
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02174
IRS990/PYOtherExpensesAmt065119
IRS990/PYOtherRevenueAmt0101
IRS990/PYProgramServiceRevenueAmt011224
IRS990/PYRevenuesLessExpensesAmt02611
IRS990/PYSalariesCompEmpBnftPaidAmt034067
IRS990/PYTotalExpensesAmt099186
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101797
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-57482
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02204
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0596891
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0509784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0366967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0292051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0831555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-1133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-1197
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035251
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt087115
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95930
IRS990ScheduleA/PublicSupportPY170Pct00.98550
IRS990ScheduleA/PublicSupportTotal170Amt0831555
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0366967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0292051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051652
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0831555
IRS990ScheduleA/TotalSupportAmt0866806
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0317857
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0224286
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt093571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0411429
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0317857
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt093571
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0305000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0411429
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt093571
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0200000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02091
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034270
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/TotalBookValueLandBuildingsAmt02091
IRS990/ScheduleJRequiredInd00
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/BOYAmt0317857
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0224286
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0601162
IRS990/TotalAssetsEOYAmt0512086
IRS990/TotalAssetsGrp/BOYAmt0601162
IRS990/TotalAssetsGrp/EOYAmt0512086
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037921
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02974
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010507
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114032
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01629
IRS990/TotalLiabilitiesEOYAmt05479
IRS990/TotalLiabilitiesGrp/BOYAmt01629
IRS990/TotalLiabilitiesGrp/EOYAmt05479
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0599533
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0506607
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt015187
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0114032
IRS990/TotalProgramServiceRevenueAmt08153
IRS990/TotalReportableCompFromOrgAmt044726
IRS990/TotalRevenueGrp/ExclusionAmt023957
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070031

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