Civic Intelligence

Alabama Kiwanis Foundation Inc.

990 • Fiscal year 2020 • EIN 63-0997319

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 08, 2021

457 Allie Valley RoadDeatsville, AL 36022

(334) 467-8775

Siviq Scores

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

Liabilities / Assets

84th percentile

0.30x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.59x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-71%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$421,109

Down $142,824 (-25%) from 2019

Net Assets

Down

$292,809

Down $167,143 (-36%) from 2019

Liabilities

Up

$128,300

Up $24,319 (+23%) from 2019

Revenue

Up

$217,980

Up $33,567 (+18%) from 2019

Expenses

Up

$373,585

Up $127,948 (+52%) from 2019

Net Income

Down

-$155,605

Down $94,381 (-154%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $616,091Liabilities 2011: $55,315Net Assets 2011: $560,7762011Assets 2012: $658,800Liabilities 2012: $58,984Net Assets 2012: $599,8162012Assets 2013: $605,272Liabilities 2013: $69,325Net Assets 2013: $535,9472013Assets 2014: $606,764Liabilities 2014: $81,882Net Assets 2014: $524,8822014Assets 2015: $602,948Liabilities 2015: $75,322Net Assets 2015: $527,6262015Assets 2016: $626,251Liabilities 2016: $77,286Net Assets 2016: $548,9652016Assets 2017: $667,994Liabilities 2017: $98,667Net Assets 2017: $569,3272017Assets 2018: $634,809Liabilities 2018: $92,247Net Assets 2018: $542,5622018Assets 2019: $563,933Liabilities 2019: $103,981Net Assets 2019: $459,9522019Assets 2020: $421,109Liabilities 2020: $128,300Net Assets 2020: $292,8092020Assets 2021: $473,046Liabilities 2021: $137,815Net Assets 2021: $335,2312021Assets 2022: $410,452Liabilities 2022: $103,909Net Assets 2022: $306,5432022Assets 2023: $455,766Liabilities 2023: $101,3062023Assets 2025: $590,924Liabilities 2025: $99,284Net Assets 2025: $491,6402025

Highlighted filing

2020

Assets$421,109
Liabilities$128,300
Net Assets$292,809

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $328,185Expenses 2011: $293,394Net Income 2011: $34,7912011Expenses 2012: $296,4302012Expenses 2013: $306,9802013Revenue 2014: $213,405Expenses 2014: $201,730Net Income 2014: $11,6752014Revenue 2015: $211,263Expenses 2015: $203,595Net Income 2015: $7,6682015Revenue 2016: $249,441Expenses 2016: $260,365Net Income 2016: -$10,9242016Revenue 2017: $268,845Expenses 2017: $262,803Net Income 2017: $6,0422017Revenue 2018: $199,528Expenses 2018: $233,517Net Income 2018: -$33,9892018Revenue 2019: $184,413Expenses 2019: $245,637Net Income 2019: -$61,2242019Revenue 2020: $217,980Expenses 2020: $373,585Net Income 2020: -$155,6052020Revenue 2021: $66,330Expenses 2021: $37,333Net Income 2021: $28,9972021Revenue 2022: $38,009Expenses 2022: $13,039Net Income 2022: $24,9702022Revenue 2023: $35,708Expenses 2023: $32,314Net Income 2023: $3,3942023Revenue 2025: $116,518Expenses 2025: $34,352Net Income 2025: $82,1662025

Highlighted filing

2020

Revenue$217,980
Expenses$373,585
Net Income-$155,605
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 8, 2021
Return Version
2019v5.1
Gross Receipts
$217,980
Mission and Program Overview

Mission

To provide for kiwanis clubs to participate and fund charitable activities.

To provide books to at-risk / poverty children. Also to provide for Kiwanis Club charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$220,063$242,077▲ $22,014
Inventories for Sale or Use$183,561--
Cash and Non-Interest-Bearing Accounts$45,290$179,032▲ $133,742
Land, Buildings, and Equipment, Net$115,019--
Total Assets$563,933$421,109▼ $142,824
Liabilities
Other Liabilities$127,727$125,446▼ $2,281
Accounts Payable and Accrued Expenses$5,254$2,854▼ $2,400
Total Liabilities$132,981$128,300▼ $4,681
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,952$292,809▼ $138,143
Total Net Assets Fund Balance$430,952$292,809▼ $138,143
Total Liabilities and Net Assets / Fund Balance$563,933$421,109▼ $142,824
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ernest HulseyPresident
Roger C WilliamsPresident - elect
Colean BlackBoard Member
Critt SnellgroveBoard Member
Gordon RugglesBoard Member
Keith GrahamBoard Member
Mary HoerleinBoard Member
Mike BrumfieldBoard Member
Mike RoddyBoard Member
Phillip AllenBoard Member
Phillip SelmanBoard Member
Russ GrimesBoard Member
Sidney LanierBoard Member
Steve ThomasBoard Member
Wayne SiskBoard Member
Tammy DriskillSecretary
Mike WinsteadTreasurer
Armand St RaymondVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$122,397
Program Service Revenue
$0
Investment Income
$95,583
Other Revenue
$0
All Other Contributions
$92,397
Change in Net Assets
$-155,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$217,980
Total Revenue per Audited Statements
$217,980
Total Revenue per Form 990
$217,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$357,857
Salaries, Compensation, and Employee Benefits$15,728
Total Fundraising Expense$7,591
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$28,000$8,000$4,000$40,000
Payroll Taxes$13,728-$2,000$15,728
All Other Expenses$11,306--$11,306
Occupancy$4,628$2,524$1,262$8,414
Fees for Services Accounting-$5,675-$5,675
Depreciation Depletion$2,305$658$329$3,292
Other Expenses$3,169--$3,169
Insurance$2,148--$2,148
Total Functional Expenses$349,137$16,857$7,591$373,585

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$373,585
Total Expenses per Audited Statements$373,585
Total Expenses per Form 990$373,585
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Dothan Kiwanis Club$96,446
Other Designated Funds$29,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization has 18 board members including 4 officers

Member election for additional members Part VI line 7A

The board members or officers may elect individuals to replace the outgoing members

Governing body decisions Part VI line 7B

The officers approve the board members

Form 990 governing body review Part VI line 11

All board members receive a copy of Form 990 and do an informal review of the return.

Governing documents etc available to public Part VI line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alabama Kiwanis Foundation Inc
EIN
63-0997319
Address
457 ALLIE VALLEY ROAD, Deatsville, AL 36022

Signing Officer

Name
Mike Winstead
Title
Treasurer
Phone
2059451334
Signed
2021-06-08
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Al
Voting Board Members
18
Independent Board Members
18
Employees
2

Preparer

Firm
Thomas P Crowley CPA Pc
Address
1705 PEPPERELL PARKWAY, Opelika, AL 36801
Preparer
Thomas P Crowley
Phone
3347495210
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

The Foundation ceased the RIF program as of June 30, 2020.

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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02148
IRS990/InsuranceGrp/TotalAmt02148
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0183561
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07310
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07310
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0220063
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0242077
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115019
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide books to at-risk / poverty children. Also to provide for Kiwanis Club charitable activities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0430952
IRS990/NetAssetsOrFundBalancesEOYAmt0292809
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt088273
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088273
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017462
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0430952
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0292809
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01262
IRS990/OccupancyGrp/ManagementAndGeneralAmt02524
IRS990/OccupancyGrp/ProgramServicesAmt04628
IRS990/OccupancyGrp/TotalAmt08414
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Books for Distribution
IRS990/OtherExpensesGrp/Desc1Shipping & Freight
IRS990/OtherExpensesGrp/Desc2Program expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0269364
IRS990/OtherExpensesGrp/ProgramServicesAmt114489
IRS990/OtherExpensesGrp/ProgramServicesAmt23169
IRS990/OtherExpensesGrp/TotalAmt0269364
IRS990/OtherExpensesGrp/TotalAmt114489
IRS990/OtherExpensesGrp/TotalAmt23169
IRS990/OtherLiabilitiesGrp/BOYAmt0127727
IRS990/OtherLiabilitiesGrp/EOYAmt0125446
IRS990/PartialLiquidationInd0true
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02000
IRS990/PayrollTaxesGrp/ProgramServicesAmt013728
IRS990/PayrollTaxesGrp/TotalAmt015728
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0122397
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07310
IRS990/PYOtherExpensesAmt0317857
IRS990/PYRevenuesLessExpensesAmt0-243878
IRS990/PYSalariesCompEmpBnftPaidAmt055728
IRS990/PYTotalExpensesAmt0373585
IRS990/PYTotalRevenueAmt0129707
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-155605
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630441569
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AL District of Kiwanis
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0373585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt096446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DOTHAN KIWANIS CLUB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER DESIGNATED FUNDS
IRS990ScheduleD/RevenueSubtotalAmt0217980
IRS990ScheduleD/TotalExpensesPerForm990Amt0373585
IRS990ScheduleD/TotalLiabilityAmt0125446
IRS990ScheduleD/TotalRevenuePerForm990Amt0217980
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0217980
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0373585
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0sold office building
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0200000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has 18 board members including 4 officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board members or officers may elect individuals to replace the outgoing members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The officers approve the board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All board members receive a copy of Form 990 and do an informal review of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Foundation ceased the RIF program as of June 30, 2020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Cessation of or significant change to any program service Part III line 3
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.99$4.92$1.17$0.34$0.82
2023Summary only. Only limited summary data is available for this year.$4.56$1.01$0.36$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.10$1.04$3.07$0.38$0.13$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$1.38$3.35$0.66$0.37$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.21$1.28$2.93$2.18$3.74$1.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$1.04$4.60$1.84$2.46$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.92$5.43$2.00$2.34$0.34
2017Summary only. Only limited summary data is available for this year.$6.68$0.99$5.69$2.69$2.63$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.26$0.77$5.49$2.49$2.60$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.75$5.28$2.11$2.04$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.82$5.25$2.13$2.02$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.69$5.36$3.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.59$6.00$2.96
2011Summary only. Only limited summary data is available for this year.$6.16$0.55$5.61$3.28$2.93$0.35