Form 990 for tax year 2023
Filed by COMMUNITY FOUNDATION OF NORTHWEST GEORGIA INC.
Totals
- Total revenue
- $10,200,307
- Total expenses
- $263,649,908
- Contributions and grants received
- $6,155,386
- Grants paid
- $261,852,746
- Program service revenue
- $0
- Investment income
- $3,333,275
- Other revenue
- $711,646
- Total assets, end of year
- $88,743,101
- Total liabilities, end of year
- $5,835,830
- Net assets or fund balances, end of year
- $82,907,271
- Program services expenses (Part IX)
- $262,317,720
- Management and general expenses
- $1,235,284
- Fundraising expenses
- $96,904
- Program service expenses (Part III)
- $262,317,720
Program services were 99.5% 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.
-
1f · All other contributions, gifts and grants
$6,155,386
-
1g · Noncash contributions included above
$683,166
-
3 · Investment income
total $3,379,435 · excluded $3,379,435
-
7a · Gross sales of assets other than inventory
securities $7,195,313
-
7b · Less cost or other basis and sales expenses
securities $7,241,473
-
7c · Gain or loss
securities -$46,160
-
7d · Net gain or loss
total -$46,160 · excluded -$46,160
-
11a · Other revenue: ADMINISTRATIVE FEE REVENUE
total $691,646 · related or exempt $691,646
-
11b · Other revenue: OTHER REVENUE
total $20,000 · related or exempt $20,000
-
11e · Other revenue, total
$711,646
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $261,852,746 · program services $261,852,746
-
5 · Compensation of officers, directors and key employees
total $194,950 · program services $77,980 · management and general $58,485 · fundraising $58,485
-
7 · Other salaries and wages
total $380,724 · program services $221,977 · management and general $138,010 · fundraising $20,737
-
9 · Other employee benefits
total $76,713 · program services $43,055 · management and general $30,493 · fundraising $3,165
-
10 · Payroll taxes
total $28,836 · program services $9,239 · management and general $14,284 · fundraising $5,313
-
11b · Fees: legal
total $19,859 · program services $2,262 · management and general $15,680 · fundraising $1,917
-
11c · Fees: accounting
total $54,851 · management and general $54,851
-
11f · Fees: investment management
total $155,922 · management and general $155,922
-
12 · Advertising and promotion
total $1,068 · program services $529 · management and general $235 · fundraising $304
-
13 · Office expenses
total $13,183 · program services $10,057 · management and general $2,605 · fundraising $521
-
16 · Occupancy
total $30,150 · program services $15,668 · management and general $11,467 · fundraising $3,015
-
19 · Conferences, conventions and meetings
total $83,531 · program services $76,030 · management and general $6,031 · fundraising $1,470
-
22 · Depreciation, depletion and amortization
total $1,191 · program services $476 · management and general $596 · fundraising $119
-
23 · Insurance
total $5,451 · management and general $5,451
-
24a · Other expenses: FOUNDATION ADMINISTRATI
total $659,742 · management and general $659,742
-
24b · Other expenses: MISCELLANEOUS
total $90,991 · program services $7,701 · management and general $81,432 · fundraising $1,858
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,313,762 · end of year $3,034,910
-
7 · Other notes and loans receivable
beginning of year $8,000,000 · end of year $8,000,000
-
8 · Inventories for sale or use
beginning of year $255,670,200 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$66,642
-
10b · Land, buildings and equipment: accumulated depreciation
$65,451
-
10c · Land, buildings and equipment, net
beginning of year $2,382 · end of year $1,191
-
11 · Investments: publicly traded securities
beginning of year $69,284,954 · end of year $77,707,000
-
19 · Deferred revenue
beginning of year $80,000 · end of year $0
-
25 · Other liabilities
beginning of year $5,136,966 · end of year $5,835,830
-
27 · Net assets without donor restrictions
beginning of year $320,822,687 · end of year $73,559,129
-
28 · Net assets with donor restrictions
beginning of year $9,231,645 · end of year $9,348,142
Mission and programs · 2023
Mission
TO SERVE THE NEEDS OF THE NORTHWEST GEORGIA REGION AND TO BENEFIT AND PROMOTE THE WELL BEING OF VARIOUS COMMUNITIES SERVED BY THE FOUNDATION.
-
TO SERVE THE NEEDS OF THE NORTHWEST GEORGIA REGION AND TO BENEFIT AND PROMOTE THE WELL BEING OF VARIOUS COMMUNITIES SERVED BY THE FOUNDATION.
Expenses $262,317,720 · Grants $261,852,746 · Revenue $711,646
As filed on the 2023 return.
Listed in Part VII
-
David AftDAVID AFT
PRESIDENT
- Total calculated
- $197,995
- From this org
- $171,614
- From related orgs
- $0
- Other
- $26,381
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,614
- Bonus
- $0
- Other
- $0
- Deferred
- $8,581
- Nontaxable benefits
- $17,800
- Filer's total
- $197,995
-
Tom Minor IVTOM MINOR IV
CHAIR, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Mike BabbMIKE BABB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristy S BrownKRISTY S BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George CrowleyGEORGE CROWLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill DaviesBILL DAVIES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Russell DudleyRUSSELL DUDLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Calvin EvansCALVIN EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen FarrowSTEPHEN FARROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna HairDONNA HAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason ParkerJASON PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew MooreMATTHEW MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick NelsonPATRICK NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tate O'GwinTATE O'GWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amanda ReedAMANDA REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Antoine SimmonsANTOINE SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lester TateLESTER TATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy ThompsonRANDY THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret VenableMARGARET VENABLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill WeaverBILL WEAVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ethan CalhounETHAN CALHOUN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katora PrintupKATORA PRINTUP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitch SanfordMITCH SANFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randell TrammellRANDELL TRAMMELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marissa BrowerMARISSA BROWER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky CarrBECKY CARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kirk JarrettKIRK JARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg PattonGREG PATTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan WrightDAN WRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris BrownCHRIS BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David GreggDAVID GREGG
DIRECTOR
- 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 · Form 990 of other organizations
- 3 · Written employment contract
- 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
-
CHILDREN'S HEALTH CARE OF ATLANTA
$500,000
COMMUNITY HEALTH
-
GREATER DALTON CHAMBER FOUNDATION
$477,357
CIVIC & HUMAN SERVICES
-
$457,923
FAITH & RELIGION
-
$385,000
CIVIC & HUMAN SERVICES
-
LOOPER SPEECH & HEARING CENTER
$298,390
CIVIC & HUMAN SERVICES
-
FIRST BAPTIST CHURCH
$170,000
FAITH & RELIGION
-
$164,000
FAITH & RELIGION
-
UNITED WAY OF NORTHWEST GEORGIA INC
$159,277
CIVIC & HUMAN SERVICES
-
CONASAUGA DRUG COURT
$144,983
CIVIC & HUMAN SERVICES
-
$128,236
ARTS, CULTURE
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442989349300349
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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