Totals
- Total revenue
- $17,703,695
- Total expenses
- $14,742,729
- Contributions and grants received
- $14,938,033
- Grants paid
- $13,043,632
- Program service revenue
- $32,732
- Investment income
- $2,763,513
- Other revenue
- -$30,583
- Total assets, end of year
- $145,002,531
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $145,002,531
- Program services expenses (Part IX)
- $13,792,691
- Management and general expenses
- $531,487
- Fundraising expenses
- $418,551
- Program service expenses (Part III)
- $13,792,691
Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$73,894
-
1f · All other contributions, gifts and grants
$14,864,139
-
1g · Noncash contributions included above
$698,149
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $32,732 · excluded $32,732
-
3 · Investment income
total $2,763,513 · excluded $2,763,513
-
6a · Gross rents
real property $43,400
-
6b · Less rental expenses
real property $73,983
-
6c · Rental income or loss
real property -$30,583
-
6d · Net rental income or loss
total -$30,583 · excluded -$30,583
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $12,526,940 · program services $12,526,940
-
2 · Grants to domestic individuals
total $516,692 · program services $516,692
-
5 · Compensation of officers, directors and key employees
total $538,563 · program services $220,928 · management and general $233,515 · fundraising $84,120
-
7 · Other salaries and wages
total $460,100 · program services $237,745 · management and general $56,560 · fundraising $165,795
-
8 · Pension plan contributions
total $66,280 · program services $43,627 · management and general $12,457 · fundraising $10,196
-
9 · Other employee benefits
total $94,501 · program services $59,677 · management and general $19,150 · fundraising $15,674
-
10 · Payroll taxes
total $67,852 · program services $47,403 · management and general $11,245 · fundraising $9,204
-
11c · Fees: accounting
total $21,970 · management and general $21,970
-
13 · Office expenses
total $98,334 · program services $45,735 · management and general $28,925 · fundraising $23,674
-
14 · Information technology
total $50,268 · management and general $50,268
-
16 · Occupancy
total $33,804 · program services $2,025 · management and general $30,731 · fundraising $1,048
-
17 · Travel
total $16,779 · program services $10,147 · management and general $3,647 · fundraising $2,985
-
19 · Conferences, conventions and meetings
total $23,135 · program services $15,457 · management and general $7,678
-
22 · Depreciation, depletion and amortization
total $9,963 · management and general $9,963
-
23 · Insurance
total $92,435 · program services $14,182 · management and general $23,327 · fundraising $54,926
-
24a · Other expenses: DIRECT FUNDRAISING COSTS
total $35,166 · fundraising $35,166
-
24b · Other expenses: CREDIT CARD FEES
total $20,008 · program services $19,826 · management and general $100 · fundraising $82
-
24c · Other expenses: MISCELLANEOUS
total $19,698 · program services $10,238 · management and general $5,202 · fundraising $4,258
-
24d · Other expenses: CONTRACTUAL SERVICES
total $17,135 · program services $7,970 · management and general $5,040 · fundraising $4,125
-
24e · All other expenses
total $33,106 · program services $14,099 · management and general $11,709 · fundraising $7,298
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$5 · end of year -$5
-
2 · Savings and temporary cash investments
beginning of year $14,120,792 · end of year $18,412,838
-
10a · Land, buildings and equipment: cost or other basis
$2,575,257
-
10b · Land, buildings and equipment: accumulated depreciation
$743,488
-
10c · Land, buildings and equipment, net
beginning of year $1,866,386 · end of year $1,831,769
-
11 · Investments: publicly traded securities
beginning of year $137,683,969 · end of year $113,623,631
-
12 · Investments: other securities
beginning of year $13,238,625 · end of year $10,835,243
-
15 · Other assets
beginning of year $264,743 · end of year $299,055
-
27 · Net assets without donor restrictions
beginning of year $15,981,333 · end of year $11,412,537
-
28 · Net assets with donor restrictions
beginning of year $151,193,177 · end of year $133,589,994
Mission and programs · 2022
Mission
NONPROFIT, CHARITABLE ORGANIZATION WHICH SERVES AS A COMMUNITY FOUNDATION TO STIMULATE GIVING FOR HUMAN DEV- OLPMENT PROJECTS IN EDUCATION, HEALTH AND HUMAN SERVICES, CULTURAL ENRICHMENT, AND LEADERSHIP DEVELOPMENT.
-
CONTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS INCLUDING PUBLIC SCHOOLS AND UNIVERSITIES TO IMPROVE EDUCATION AND COMMUNITY LIFE AND TO PROMOTE CHARITABLE GIVING. THE ORGANIZATION ALSO OPERATES AS A FISCAL AGENT FOR A NUMBER OF CHARITABLE PROJECTS AS WELL AS BUILDING PERMANENT COMMUNITY ENDOWMENTS, ENCOURAGING PHILANTHROPY AND MANAGING CHARITABLE FUNDS CONTRIBUTED BY INDIVIDUALS, FAMILIES, ORGANIZATIONS, AND CORPORATIONS, SERVES TO STRENTHEN REGIONAL COMMUNITY DEVELOPMENT CAPACITY, AND PROVIDES LEADERSHIP ON KEY COMMUNITY ISSUES.
Expenses $13,792,691 · Grants $13,043,632 · Revenue $32,732
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael K ClayborneMICHAEL K CLAYBORNE
PRESIDENT
- Total calculated
- $247,444
- From this org
- $247,444
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,444
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $247,444
-
Kristy LuseKRISTY LUSE
VP - TOYOTA
- Total calculated
- $119,028
- From this org
- $119,028
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Juanita FloydJUANITA FLOYD
SENIOR V.P.
- Total calculated
- $111,295
- From this org
- $111,295
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lewis WhitfieldLEWIS WHITFIELD
SENIOR V.P.
- Total calculated
- $103,419
- From this org
- $103,419
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
William BronsonWILLIAM BRONSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason BrooksJASON BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary ChildsMARY CHILDS
VICE CHAIRMA
- Total calculated
- $0
- Hours/week
- 1
-
Grace ClarkGRACE CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bo CollinsBO COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil FaulknerPHIL FAULKNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FernandesDAVID FERNANDES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bobby HarperBOBBY HARPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HawkinsLISA HAWKINS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Julie HenryJULIE HENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Guy Mitchell IIIGUY MITCHELL III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack Reed JrJACK REED JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry KirkLARRY KIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kirk LewisKIRK LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy LongRANDY LONG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Robin McCormickROBIN MCCORMICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aubrey PattersonAUBREY PATTERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian QuinnBRIAN QUINN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky RollinsBECKY ROLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David RumbargerDAVID RUMBARGER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dr David ShawDR DAVID SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shane SpeesSHANE SPEES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robyn TannehillROBYN TANNEHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark TappMARK TAPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lee TuckerLEE TUCKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitch WaycasterMITCH WAYCASTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan WilsonBRYAN WILSON
PAST CHAIRMA
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
DISBURSEMENTS FOR SPECIAL PROJECTS
$5,329,144
-
DONOR DIRECTED TO VARIOUS CHARITIES
$5,137,573
-
ENDOWMENT FUND DISTRIBUTIONS
$906,946
-
DESIGNATED TO VARIOUS CHARITIES
$884,926
-
PROGRAM SERVICE DISBURSEMENTS
$221,136
-
CREATE UNRESTRICTED GRANTS
$47,215
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE MIZE FOUNDATION THE MIZE FOUNDATION
501C3 · SUPPORTING · MS
Directly controlled by BOARD BOARD OF DIRECTORS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
FULTON COMMUNITY VOLUNTEERS LLC FULTON COMMUNITY VOLUNTEER LLC
RENTAL · MS · income $1,700 · assets $59,700
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RJ WILEMON LLC RJ WILEMON LLC
EXCLUDED · RENTAL · MS · share of income -$533,084 · share of assets $3,559,085 · general or managing partner
Directly controlled by WILEMON FO WILEMON FOUNDATION INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
JOURNAL INC AND SUBSIDIARIES JOURNAL INC AND SUBSIDIARIES
NEWSPAPER · MS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 April 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331109349300618
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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