Civic Intelligence

Alabama 4 H Club Foundation Inc

EIN 63-0457929 • 501(c)3 • Auburn University, AL

Profile

THE MISSION OF THE ALABAMA 4-H CLUB FOUNDATION, INC. IS TO SECURE AND MANAGE FINANCIAL RESOURCES FOR ALABAMA 4-H PROGRAMMING AND THE YOUTH SERVED STATEWIDE

Refreshing map…

244 Duncan HallAuburn University, AL 36849

www.alabama4hfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.60x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

10th percentile

$37,315

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

52nd percentile

5.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$25,235,693

Up $1,340,168 (+5.6%) from 2023

Liabilities

Down

$3,176,971

Down $156,689 (-4.7%) from 2023

Net Assets

Up

$22,058,722

Up $1,496,857 (+7.3%) from 2023

Revenue

Up

$5,332,010

Up $1,147,283 (+27%) from 2023

Expenses

Down

$3,835,153

Down $53,844 (-1.4%) from 2023

Net Income

Up

$1,496,857

Up $1,201,127 (+406%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $12,617,966Liabilities 2010: $2,871,427Net Assets 2010: $9,746,5392010Assets 2011: $12,427,768Liabilities 2011: $2,176,219Net Assets 2011: $10,251,5492011Assets 2012: $12,608,941Liabilities 2012: $1,074,730Net Assets 2012: $11,534,2112012Assets 2013: $12,882,718Liabilities 2013: $1,526Net Assets 2013: $12,881,1922013Assets 2014: $13,305,910Liabilities 2014: $197,267Net Assets 2014: $13,108,6432014Assets 2015: $13,548,627Liabilities 2015: $203,004Net Assets 2015: $13,345,6232015Assets 2016: $13,635,898Liabilities 2016: $201,274Net Assets 2016: $13,434,6242016Assets 2017: $13,653,224Liabilities 2017: $1,977Net Assets 2017: $13,651,2472017Assets 2018: $17,765,701Liabilities 2018: $1,948Net Assets 2018: $17,763,7532018Assets 2019: $19,112,778Liabilities 2019: $1,949Net Assets 2019: $19,110,8292019Assets 2020: $22,956,656Liabilities 2020: $3,778,339Net Assets 2020: $19,178,3172020Assets 2021: $23,617,092Liabilities 2021: $3,708,493Net Assets 2021: $19,908,5992021Assets 2022: $23,760,393Liabilities 2022: $3,494,258Net Assets 2022: $20,266,1352022Assets 2023: $23,895,525Liabilities 2023: $3,333,660Net Assets 2023: $20,561,8652023Assets 2024: $25,235,693Liabilities 2024: $3,176,971Net Assets 2024: $22,058,7222024

Highlighted filing

2024

Assets$25,235,693
Liabilities$3,176,971
Net Assets$22,058,722

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $1,862,3332010Expenses 2011: $1,611,7172011Expenses 2012: $1,649,2822012Revenue 2013: $2,898,022Expenses 2013: $1,551,041Net Income 2013: $1,346,9812013Revenue 2014: $2,377,682Expenses 2014: $2,150,231Net Income 2014: $227,4512014Revenue 2015: $2,377,060Expenses 2015: $2,140,080Net Income 2015: $236,9802015Revenue 2016: $2,467,776Expenses 2016: $2,378,777Net Income 2016: $88,9992016Revenue 2017: $2,926,059Expenses 2017: $2,712,212Net Income 2017: $213,8472017Revenue 2018: $6,981,882Expenses 2018: $2,869,376Net Income 2018: $4,112,5062018Revenue 2019: $4,080,923Expenses 2019: $2,733,847Net Income 2019: $1,347,0762019Revenue 2020: $1,726,579Expenses 2020: $1,659,091Net Income 2020: $67,4882020Revenue 2021: $3,427,576Expenses 2021: $2,697,294Net Income 2021: $730,2822021Revenue 2022: $3,810,930Expenses 2022: $3,453,394Net Income 2022: $357,5362022Revenue 2023: $4,184,727Expenses 2023: $3,888,997Net Income 2023: $295,7302023Revenue 2024: $5,332,010Expenses 2024: $3,835,153Net Income 2024: $1,496,8572024

Highlighted filing

2024

Revenue$5,332,010
Expenses$3,835,153
Net Income$1,496,857

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$25.2$3.18$22.1$5.33$3.84$1.50
2023Summary only. Only limited summary data is available for this year.$23.9$3.33$20.6$4.18$3.89$0.30
2022Summary only. Only limited summary data is available for this year.$23.8$3.49$20.3$3.81$3.45$0.36
2021Summary only. Only limited summary data is available for this year.$23.6$3.71$19.9$3.43$2.70$0.73
2020Summary only. Only limited summary data is available for this year.$23.0$3.78$19.2$1.73$1.66$0.07
2019Summary only. Only limited summary data is available for this year.$19.1$0.00$19.1$4.08$2.73$1.35
2018Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$6.98$2.87$4.11
2017Summary only. Only limited summary data is available for this year.$13.7$0.00$13.7$2.93$2.71$0.21
2016Summary only. Only limited summary data is available for this year.$13.6$0.20$13.4$2.47$2.38$0.09
2015Summary only. Only limited summary data is available for this year.$13.5$0.20$13.3$2.38$2.14$0.24
2014Summary only. Only limited summary data is available for this year.$13.3$0.20$13.1$2.38$2.15$0.23
2013Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$2.90$1.55$1.35
2012Summary only. Only limited summary data is available for this year.$12.6$1.07$11.5$1.65
2011Summary only. Only limited summary data is available for this year.$12.4$2.18$10.3$1.61
2010Summary only. Only limited summary data is available for this year.$12.6$2.87$9.75$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$16,865,664
Mission and Program Overview

Mission

The mission of the alabama 4-h club foundation, inc. Is to secure and manage financial resources for alabama 4-h programming and the youth served statewide

4-h youth group activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,934,755$16,653,611▼ $281,144
Investments Other Securities$4,954,140$7,390,556▲ $2,436,416
Cash and Non-Interest-Bearing Accounts$1,627,551$1,160,079▼ $467,472
Savings and Temporary Cash Investments$356,107--
Total Assets$23,895,525$25,235,693▲ $1,340,168
Other Assets Total$22,972$31,447▲ $8,475
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,174,618$3,012,273▼ $162,345
Accounts Payable and Accrued Expenses$159,042$164,698▲ $5,656
Total Liabilities$3,333,660$3,176,971▼ $156,689
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,703,182$21,189,141▲ $1,485,959
Net Assets With Donor Restrictions$858,683$869,581▲ $10,898
Total Net Assets Fund Balance$20,561,865$22,058,722▲ $1,496,857
Total Liabilities and Net Assets / Fund Balance$23,895,525$25,235,693▲ $1,340,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,349,508$7,970,281$19,319,789
Land$4,193,071-$4,193,071
Leasehold Improvements$654,045$1,304,090$1,958,135
Equipment$456,088$1,059,640$1,515,728
Other Land Buildings$899$74,127$75,026
Other Securities$7,390,556--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$742,544$26,743▲ $40,980$101,918$708,349
2023$690,507$63,110▲ $13,941$25,013$742,544
2022$661,460$39,626▲ $6,761$17,340$690,507
2021$616,692$35,302▲ $25,401$15,935$661,460
2020$609,008-▲ $15,395$7,711$616,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Tasha WordenSecretary-treasurerPT$37,315$37,315

Board Members and Trustees

NameTitle
Ben PatrickChairman
Paul PinyanVice Chairman
Becky Thorne CarrollBoard Member
Betty GottlerBoard Member
Carl SandersBoard Member
Carter DukesBoard Member
David MccrorieBoard Member
Dr Cheryl DavisBoard Member
Dr Eric MackeyBoard Member
Dr Faye Hall JacksonBoard Member
Eddie TullisBoard Member
Gavin YocomBoard Member
Hal ManleyBoard Member
Jason DavisBoard Member
Jeff HelmsBoard Member
Kendall WilliamsBoard Member
Mel KollerBoard Member
Mike PiggBoard Member
Samantha HendricksBoard Member
Suzie Wendland RhodesBoard Member
Willard BowersBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$621,081
Program Service Revenue
$2,949,822
Investment Income
$1,622,966
Other Revenue
$138,141
All Other Contributions
$581,421
Change in Net Assets
$1,496,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,196,596
Revenue Not Reported on Financial Statements
$135,414
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$101,074
Total Revenue per Audited Statements
$5,196,596
Total Revenue per Form 990
$5,332,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,427,581
Salaries, Compensation, and Employee Benefits$407,572
Total Fundraising Expense$56,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$606,185--$606,185
All Other Expenses$225,105$146,627$55,533$427,265
Other Salaries and Wages$407,572--$407,572
Occupancy$309,301--$309,301
Other Expenses$197,457$1,188-$198,645
Interest-$116,419-$116,419
Fees for Services Accounting-$55,565-$55,565
Travel$19,031-$905$19,936
Advertising$3,923--$3,923
Total Functional Expenses$3,458,916$319,799$56,438$3,835,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,835,153
Expenses per Audited Statements$3,699,739
Total Expenses per Audited Statements$3,699,739
Expenses Not Reported on Financial Statements$135,414
Other Expense Adjustments$101,074
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,832
Fundraising Direct Expenses$15,345
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,982$10,733$2,294$8,439
Shooting Clay$16,510$5,099$1,439$3,660
Total Events$55,492$15,832$15,345$487
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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 6

The alabama 4h foundation supports 4-h programs that have approximately 58,000 statewide, with youth in every alabama county.

Form 990, Part VI, Section B, Line 11B

The federal form 990 is reviewed by foundation management and the board of directors before the return is signed

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

Members of the board of directors are required to complete written conflict of interest disclosure on an annual basis

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request at the foundation's headquarters

Filing and Contact Details

Filer

Filer Name
The Alabama 4-h Club Foundation
EIN
63-0457929
Phone
3348445326
Address
244 DUNCAN HALL, AUBURN UNIVERSITY, AL 36849

Signing Officer

Name
Tasha Worden
Title
Secretary-treasurer
Phone
3348445326
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tasha Worden
Formed
1956
Legal Domicile
Al
Voting Board Members
22
Independent Board Members
22
Employees
43
Volunteers
4,706

Preparer

Firm
Machen Mcchesney
Address
1820 E UNIVERSITY DRIVE, AUBURN, AL 36830
Preparer
Michael D Machen
Phone
3348877022
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Building repairs: program service expenses 126,352. Management and general expenses 0. Fundraising expenses 0. Total expenses 126,352. Insurance: program service expenses 0. Management and general expenses 94,591. Fundraising expenses 0. Total expenses 94,591. Development: program service expenses 0. Management and general expenses 0. Fundraising expenses 55,533. Total expenses 55,533. Investment fees: program service expenses 0. Management and general expenses 34,340. Fundraising expenses 0. Total expenses 34,340. Maintenance and repairs: program service expenses 16,764. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,764. Miscellaneous: program service expenses 14,812. Management and general expenses 421. Fundraising expenses 0. Total expenses 15,233. Grounds repairs: program service expenses 11,280. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,280. Bank service charges: program service expenses 9,088. Management and general expenses 2,154. Fundraising expenses 0. Total expenses 11,242. Program material: program service expenses 10,548. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,548. Registration fees: program service expenses 362. Management and general expenses 9,495. Fundraising expenses 0. Total expenses 9,857. Client refunds: program service expenses 6,117. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,117. Consulting: program service expenses 0. Management and general expenses 5,626. Fundraising expenses 0. Total expenses 5,626. Pool repairs: program service expenses 5,436. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,436. Gifts: program service expenses 4,782. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,782. Vehicle gas and oil: program service expenses 4,428. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,428. Awards: program service expenses 4,400. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,400. Dues and subscriptions: program service expenses 4,327. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,327. Computer software: program service expenses 2,995. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,995. Licenses and permits: program service expenses 2,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,150. Postage & delivery: program service expenses 1,264. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,264.

Part XII, Question 2C

The foundation has a board that assumes responsibility for oversight of the audit.

Financial Statement Notes

PART V, LINE 4:

The earnings on the organization's endowment funds are temporarily restricted for use in the programs specifically identified by the donor at the time the donation was made.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Shooting clay expense golf tournament expense interest expense

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Shooting clay expense golf tournament expense interest expense

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The Altum Fund

501(c)3

Revenue$25,240,020
Assets$24,925,448

Revenue vs current organization

373% higher

Assets vs current organization

About the same