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Nonprofiteer
← THE SOUTHERN DOCUMENTARY FUND

Form 990 for tax year 2023

Filed by THE SOUTHERN DOCUMENTARY FUND.

Totals

Total revenue
$1,416,684
Total expenses
$825,862
Contributions and grants received
$512,085
Grants paid
$83,565
Program service revenue
$903,887
Investment income
$712
Other revenue
$0
Total assets, end of year
$881,672
Total liabilities, end of year
$105,936
Net assets or fund balances, end of year
$775,736
Program services expenses (Part IX)
$710,849
Management and general expenses
$115,013
Fundraising expenses
$0
Program service expenses (Part III)
$710,849

Program services were 86.1% 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)

    $54,621

  • 1f · All other contributions, gifts and grants

    $457,464

  • 2a · Program service revenue: FISCAL SPONSORSHIP PRO

    total $877,688 · related or exempt $877,688

  • 2b · Program service revenue: ARTIST CONVENING SPONS

    total $12,000 · related or exempt $12,000

  • 2c · Program service revenue: ARTIST CONVENING TICKE

    total $10,470 · related or exempt $10,470

  • 2d · Program service revenue: FISCAL SPONSORSHIP APP

    total $3,729 · related or exempt $3,729

  • 3 · Investment income

    total $712 · excluded $712

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $83,565 · program services $83,565

  • 5 · Compensation of officers, directors and key employees

    total $796 · program services $796

  • 9 · Other employee benefits

    total $170,759 · program services $166,209 · management and general $4,550

  • 10 · Payroll taxes

    total $10,605 · management and general $10,605

  • 11b · Fees: legal

    total $11,014 · management and general $11,014

  • 11c · Fees: accounting

    total $47,387 · management and general $47,387

  • 11g · Fees: other

    total $20,333 · management and general $20,333

  • 12 · Advertising and promotion

    total $920 · management and general $920

  • 13 · Office expenses

    total $2,956 · management and general $2,956

  • 14 · Information technology

    total $14,137 · management and general $14,137

  • 16 · Occupancy

    total $1,736 · management and general $1,736

  • 18 · Travel or entertainment for public officials

    total $14,044 · program services $14,044

  • 19 · Conferences, conventions and meetings

    total $473 · management and general $473

  • 22 · Depreciation, depletion and amortization

    total $221 · management and general $221

  • 23 · Insurance

    total $681 · management and general $681

  • 24a · Other expenses: FISCAL SPONSORSHIP PROG

    total $431,505 · program services $431,505

  • 24b · Other expenses: EVENT EXPENSES

    total $14,730 · program services $14,730

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $141,175 · end of year $572,866

  • 2 · Savings and temporary cash investments

    beginning of year $129,824 · end of year $304,221

  • 9 · Prepaid expenses and deferred charges

    end of year $4,427

  • 10a · Land, buildings and equipment: cost or other basis

    $4,929

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,771

  • 10c · Land, buildings and equipment, net

    beginning of year $379 · end of year $158

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,687 · end of year $105,936

  • 18 · Grants payable

    beginning of year $73,777 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $178,036 · end of year $69,232

  • 28 · Net assets with donor restrictions

    beginning of year $6,878 · end of year $706,504

Mission and programs · 2023

Mission

THE SOUTHERN DOCUMENTARY FUND (SDF) IS AN ARTS NONPROFIT THAT CULTIVATES DOCUMENTARY MEDIA MADE IN OR ABOUT THE SOUTH. INSPIRED BY OUR BELIEF THAT MEDIA HAS THE POWER TO CHANGE LIVES, WE PROVIDE MAKERS WITH DIVERSE RESOURCES, INCLUDING GRANTS, FISCAL SPONSORSHIP, MENTORSHIP, COMMUNITY AWARENESS, EDUCATION, AND TRAINING, ALL TO CHAMPION SOUTHERN DOCUMENTARY AND LOWER BARRIERS TO ENTRY FOR NEW AND EMERGING MAKERS.

Activities or mission (Part I)

THE SOUTHERN DOCUMENTARY FUND (SDF) CULTIVATES DOCUMENTARY PROJECTS MADE IN OR ABOUT THE AMERICAN SOUTH. INSPIRED BY OUR CORE BELIEF THAT DOCUMENTARIES HAVE THE POWER TO CHANGE LIVES, WE SERVE AS A LEADING ADVOCATE OF POWERFUL STORYTELLING, PROVIDING FILMMAKERS AND ARTISTS WITH PROFESSIONAL SUPPORT, FISCAL SPONSORSHIP, AND CREATIVE COMMUNITY.

  • SDF PROVIDES FISCAL SPONSORSHIP FOR DOCUMENTARY PROJECTS. SDF SERVED 80 FILMMAKER PROJECTS. SDF MARSHALS' RESOURCES THROUGH GRANTS, INDIVIDUAL CONTRIBUTIONS, AND CROWD FUNDING, SPONSORED PROJECTS RECEIVE VALUABLE BENEFITS INCLUDING CONSULTATIONS WITH LEGAL, DISTRIBUTION, AND OUTREACH PROFESSIONALS. SDF'S CURRENT SPONSORSHIP RATE IS 6%.

    Expenses $627,284 · Revenue $903,887

  • THE SDF MENTORSHIP PROGRAM IS DESIGNED TO PAIR ESTABLISHED FILMMAKERS AND INDUSTRY EXPERTS WITH EMERGING AND NEW FILMMAKERS. WE PROVIDE SUPPORT, WHICH INCLUDES MONTHLY MENTORSHIP MEETINGS WITH FILMMAKERS WHO HAVE IMPACT ON THE COMMUNITY.

    Expenses $83,565 · Grants $83,565

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ellen Stoltzman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Irene Oakley-Johnson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • A Kirsten Mullen

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Eric Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Firas Quran

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mark Sloan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mei-Yen Ireland

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicole Triche

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Raets

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William Link

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Clint Jukkala

    EXECUTIVE DIRECTOR

    Total calculated
    $16,667
    From this org
    $16,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kristy Breneman

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $31,231
    From this org
    $31,231
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443199349313649

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