Civic Intelligence

Birmingham Kiwanis Foundation

990 • Fiscal year 2018 • EIN 63-6056848

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization ProfileN/A
2019 4th Avenue NorthBirmingham, AL 35203

(205) 251-0032

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.30x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

6.47x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$9,525,441

Up $1,590,796 (+20%) from 2017

Net Assets

Down

$6,695,283

Down $74,362 (-1.1%) from 2017

Liabilities

Up

$2,830,158

Up $1,665,158 (+143%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin91st percentile

Revenue

Down

$437,498

Down $3,838,165 (-90%) from 2017

Expenses

Up

$209,530

Up $28,756 (+16%) from 2017

Net Income

Down

$227,968

Down $3,866,921 (-94%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$10M$5.0M$0Assets 2010: $1,972,616Liabilities 2010: $0Net Assets 2010: $1,972,6162010Assets 2011: $1,947,789Liabilities 2011: $0Net Assets 2011: $1,947,7892011Assets 2012: $2,123,390Liabilities 2012: $60,000Net Assets 2012: $2,063,3902012Assets 2013: $2,534,745Liabilities 2013: $60,000Net Assets 2013: $2,474,7452013Assets 2014: $2,534,050Liabilities 2014: $65,000Net Assets 2014: $2,469,0502014Assets 2015: $2,380,948Liabilities 2015: $65,000Net Assets 2015: $2,315,9482015Assets 2016: $2,470,556Liabilities 2016: $0Net Assets 2016: $2,470,5562016Assets 2017: $7,934,645Liabilities 2017: $1,165,000Net Assets 2017: $6,769,6452017Assets 2018: $9,525,441Liabilities 2018: $2,830,158Net Assets 2018: $6,695,2832018Assets 2019: $9,610,088Liabilities 2019: $2,100,450Net Assets 2019: $7,509,6382019Assets 2020: $9,444,248Liabilities 2020: $1,383,450Net Assets 2020: $8,060,7982020Assets 2021: $8,258,957Liabilities 2021: $8,550Net Assets 2021: $8,250,4072021Assets 2022: $2,189,689Liabilities 2022: $450Net Assets 2022: $2,189,2392022Assets 2023: $2,331,246Liabilities 2023: $450Net Assets 2023: $2,330,7962023Assets 2024: $2,511,402Liabilities 2024: $0Net Assets 2024: $2,511,4022024

Highlighted filing

2018

Assets$9,525,441
Liabilities$2,830,158
Net Assets$6,695,283
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $74,8662010Expenses 2011: $90,0462011Expenses 2012: $388,7032012Revenue 2013: $371,138Expenses 2013: $161,543Net Income 2013: $209,5952013Revenue 2014: $334,375Expenses 2014: $317,099Net Income 2014: $17,2762014Revenue 2015: $317,964Expenses 2015: $308,545Net Income 2015: $9,4192015Revenue 2016: $299,468Expenses 2016: $245,261Net Income 2016: $54,2072016Revenue 2017: $4,275,663Expenses 2017: $180,774Net Income 2017: $4,094,8892017Revenue 2018: $437,498Expenses 2018: $209,530Net Income 2018: $227,9682018Revenue 2019: $774,017Expenses 2019: $218,936Net Income 2019: $555,0812019Revenue 2020: $459,099Expenses 2020: $115,350Net Income 2020: $343,7492020Revenue 2021: $415,878Expenses 2021: $182,014Net Income 2021: $233,8642021Revenue 2022: $131,205Expenses 2022: $5,819,350Net Income 2022: -$5,688,1452022Revenue 2023: $82,122Expenses 2023: $114,423Net Income 2023: -$32,3012023Revenue 2024: $127,711Expenses 2024: $135,622Net Income 2024: -$7,9112024

Highlighted filing

2018

Revenue$437,498
Expenses$209,530
Net Income$227,968
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$1,211,384
Mission and Program Overview

Mission

To administer the funds and the income of the foundation in legal and legitimate ways, to those charitable, educational, religious, literary and scientific causes selected by the board of directors to further the civic and community service objectives of the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,564,802$2,210,061▼ $354,741
Pledges and Grants Receivable$2,205,013$1,698,543▼ $506,470
Savings and Temporary Cash Investments$371,176$491,179▲ $120,003
Total Assets$7,934,645$9,525,441▲ $1,590,796
Other Assets Total$2,793,654$5,125,658▲ $2,332,004
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,165,000$2,825,000▲ $1,660,000
Accounts Payable and Accrued Expenses-$5,158-
Total Liabilities$1,165,000$2,830,158▲ $1,665,158
Net Assets / Fund Balance
Unrestricted Net Assets$4,317,887$4,811,015▲ $493,128
Temporarily Rstr Net Assets$2,451,758$1,884,268▼ $567,490
Total Net Assets Fund Balance$6,769,645$6,695,283▼ $74,362
Total Liabilities and Net Assets / Fund Balance$7,934,645$9,525,441▲ $1,590,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,125,658--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Donna D SmithImmediate Past President
D Scott AdamsPresident
Forest WhatleyPresident Elect
Larry ThorntonVice President
Ashley RobinettDirector
Jenna BedsoleDirector
John Burton SrDirector
Leigh Ann SpeakeDirector
Meredith CalhounDirector
Peyton KingDirector
Philip CurrieDirector
Roger HartlineDirector
Ryan HankinDirector
Scott RussellDirector
TYLER O'CONNORDirector
Wendi BoyenDirector
Kelly ToddAssistant Treasurer
John SaxonImmediate Past Secretary
Jw CarpenterSecretary
Larry Pirkle IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,890
Program Service Revenue
$0
Investment Income
$147,386
Other Revenue
$40,222
All Other Contributions
$249,890
Change in Net Assets
$227,968

Audited Revenue Reconciliation

Revenue per Audited Statements
$437,498
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-302,330
Total Revenue per Audited Statements
$135,168
Total Revenue per Form 990
$437,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,602
Grants and Similar Amounts Paid$98,928
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,928--$98,928
Fees for Service Investment Mgmnt Fees$9,182--$9,182
Fees for Services Other$500$6,129-$6,629
Other Expenses$93,241$1,500-$1,500
Office Expenses$50--$50
Total Functional Expenses$201,901$7,629$0$209,530

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$209,530
Total Expenses per Audited Statements$209,530
Total Expenses per Form 990$209,530
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vulcan Park FoundationBirmingham, AL-Support for the Organization Mission$20,000
Jean Dean Reading Is FundamentalOpelika, AL-Support for the Organization Mission$6,050
Lakeshore FoundationBirmingham, AL-Support for the Organization Mission$5,000
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
Audit committee
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
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 B, Line 11B

“The treasurer reviews the form 990.”

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

“The board of directors review annually for any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The form 990 is posted on the website www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Birmingham Kiwanis Foundation
EIN
63-6056848
Phone
2052510032
Address
2019 4TH AVENUE NORTH, BIRMINGHAM, AL 35203

Signing Officer

Name
Lauren Roden
Title
Executive Director
Phone
2052510032
Signed
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Roden
Formed
1965
Legal Domicile
Al
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Pearce Bevill Leesburg Moore Pc
Address
110 OFFICE PARK DR, BIRMINGHAM, AL 35223
Preparer
Jeff Thornton
Phone
2053235440
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change in the selection process during the year.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined that the foundation is a tax-exempt organization under internal revenue code section 501(c)(3); accordingly, no provision for income taxes has been reflected in the accompanying financial statements. The foundation adopted new guidance pertaining to accounting for uncertainty in income taxes. Management assessed whether there were any uncertain tax positions which may give rise to income tax liabilities and determined there were no such matters requiring recognition in the accompanying financial statements. The foundation files income tax returns in the u.s. Federal jurisdiction. With few exceptions, the foundation is no longer subject to u.s. Income tax examinations by tax authorities for years before 2015.”

Raw XML AppendixShowing 400 of 531 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05158
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADMINISTER THE FUNDS AND THE INCOME OF THE FOUNDATION IN LEGAL AND LEGITIMATE WAYS, TO THOSE CHARITABLE, EDUCATIONAL, RELIGIOUS, LITERARY AND SCIENTIFIC CAUSES SELECTED BY THE BOARD OF DIRECTORS TO FURTHER THE CIVIC AND COMMUNITY SERVICE OBJECTIVES OF THE FOUNDATION.
IRS990/AllOtherContributionsAmt0249890
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum02053267216
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0417 20TH STREET NORTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035203
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0249890
IRS990/CYGrantsAndSimilarPaidAmt098928
IRS990/CYInvestmentIncomeAmt0147386
IRS990/CYOtherExpensesAmt0110602
IRS990/CYOtherRevenueAmt040222
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0227968
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0209530
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0437498
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTIONS TO VARIOUS CHARITIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0201901
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06129
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0500
IRS990/FeesForServicesOtherGrp/TotalAmt06629
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt09182
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09182
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0D SCOTT ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA D SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2FOREST WHATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm4JW CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SAXON
IRS990/Form990PartVIISectionAGrp/PersonNm6LARRY PIRKLE III
IRS990/Form990PartVIISectionAGrp/PersonNm7KELLY TODD
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNA BEDSOLE
IRS990/Form990PartVIISectionAGrp/PersonNm9WENDI BOYEN
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN BURTON SR
IRS990/Form990PartVIISectionAGrp/PersonNm11MEREDITH CALHOUN
IRS990/Form990PartVIISectionAGrp/PersonNm12PHILIP CURRIE
IRS990/Form990PartVIISectionAGrp/PersonNm13RYAN HANKIN
IRS990/Form990PartVIISectionAGrp/PersonNm14ROGER HARTLINE
IRS990/Form990PartVIISectionAGrp/PersonNm15PEYTON KING
IRS990/Form990PartVIISectionAGrp/PersonNm16TYLER O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm17ASHLEY ROBINETT
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOTT RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm19LEIGH ANN SPEAKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt066800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt098928
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt098928
IRS990/GrantsToDomesticOrgsGrp/TotalAmt098928
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0840686
IRS990/GrossReceiptsAmt01211384
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt080586
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080586
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02564802
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02210061
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0773886
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADMINISTER THE FUNDS AND THE INCOME OF THE FOUNDATION IN LEGAL AND LEGITIMATE WAYS, TO THOSE CHARITABLE, EDUCATIONAL, RELIGIOUS, LITERARY AND SCIENTIFIC CAUSES SELECTED BY THE BOARD OF DIRECTORS TO FURTHER THE CIVIC AND COMMUNITY SERVICE OBJECTIVES OF THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01165000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02825000
IRS990/NetAssetsOrFundBalancesBOYAmt06769645
IRS990/NetAssetsOrFundBalancesEOYAmt06695283
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt066800
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt066800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-302330
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt050
IRS990/OfficeExpensesGrp/TotalAmt050
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02793654
IRS990/OtherAssetsTotalGrp/EOYAmt05125658
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FINANCING AND BANK CHAR
IRS990/OtherExpensesGrp/Desc1MUSIC ARRANGEMENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OtherExpensesGrp/ProgramServicesAmt093241
IRS990/OtherExpensesGrp/TotalAmt093241
IRS990/OtherExpensesGrp/TotalAmt11500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040222
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040222
IRS990/OtherRevenueTotalAmt040222
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02205013
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01698543
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAUREN RODEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04074707
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0166111
IRS990/PYInvestmentIncomeAmt0200956
IRS990/PYOtherExpensesAmt014663
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04094889
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0180774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04275663
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0227968
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0371176
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0491179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0249890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04074707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0170779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04926301
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt051549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt058957
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088052
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0349920
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt065000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0105222
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91540
IRS990ScheduleA/PublicSupportPY170Pct00.92590
IRS990ScheduleA/PublicSupportTotal170Amt04926301
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04074707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232372
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198553
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04926301
IRS990ScheduleA/TotalSupportAmt05381443
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0209530
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-302330
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05125658
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/RevenueNotReportedAmt0-302330
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0437498
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION ADOPTED NEW GUIDANCE PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05125658
IRS990ScheduleD/TotalExpensesPerForm990Amt0209530
IRS990ScheduleD/TotalRevenuePerForm990Amt0437498
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0135168
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0209530
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt06050
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR THE ORGANIZATION MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT FOR THE ORGANIZATION MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT FOR THE ORGANIZATION MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEAN DEAN READING IS FUNDAMENTAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LAKESHORE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VULCAN PARK FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0630997319
IRS990ScheduleI/RecipientTable/RecipientEIN1630288847
IRS990ScheduleI/RecipientTable/RecipientEIN2631233997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01105 FITZPATRICK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14000 RIDGEWAY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21701 VALLEY VIEW DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OPELIKA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BIRMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd135209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd235209
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,525,441
Liabilities
$2,830,158
Net assets
$6,695,283
Revenue
$437,498
Expenses
$209,530
Net income
$227,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13$5.82$5.69
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.01$8.25$0.42$0.18$0.23
2020Detailed filing. Detailed filing data is available for this year.$9.44$1.38$8.06$0.46$0.12$0.34
2019Detailed filing. Detailed filing data is available for this year.$9.61$2.10$7.51$0.77$0.22$0.56
2018Detailed filing. Detailed filing data is available for this year.$9.53$2.83$6.70$0.44$0.21$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.93$1.17$6.77$4.28$0.18$4.09
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.30$0.25$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.07$2.32$0.32$0.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.07$2.47$0.33$0.32$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.06$2.47$0.37$0.16$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.06$2.06$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.07