philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Episcopal Communities Foundation FY2024 filing

Tax-deductible

Birmingham, AL501(c)(3)Human Services EIN 46-1202646Revenue $228K in FY2024

On file with the IRSepiscopalplace.org1112 26th St S, 35205-2461 · Birmingham, ALTax-exempt since Feb 2013Publicly supported — 509(a)(2)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To provide to senior and disabled adults with restricted income, safe and affordable housing and access to related services in a home-like environment.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $22K a year · 9% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $455K in investments, Pt X · Ln 11–13
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$450
0.09% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$228K
+9% vs prior year
Spent
$272K
To programs
74%
Net assets
$515K
By yearFY2020–FY2025
Revenue
$228K
FY2024▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$234K
FY2021$267K
FY2022$248K
FY2023$208K
FY2024$228K
FY2025$231K
Expenses
$272K
FY2024▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$238K
FY2021$214K
FY2022$251K
FY2023$284K
FY2024$272K
FY2025$290K
Net assets
$515K
FY2024▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$471K
FY2021$582K
FY2022$519K
FY2023$476K
FY2024$515K
FY2025$481K

From the FY2024 Form 990 (year ending September 2024) · see the original

Give Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $202K Management & general 12% · $32K Fundraising 14% · $38K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Keehn Berry
President
$0Pt VII · Sec A
Sam Basu
Treasurer
$0Pt VII · Sec A
David Gary
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Leslie Sharbel
Board Member
$0Pt VII · Sec A
Brooks Vaughn
Board Member
$0Pt VII · Sec A
See Episcopal Communities Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers safe, affordable housing and services to low-income seniors and disabled adults.

Questions for Episcopal Communities Foundation

Tap to ask. Episcopal Communities Foundation sees how many people are interested.

Your first name shows with your question. Episcopal Communities Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $202K · in their own filed words · FY2023
01

To provide to senior and disabled adults with restricted income, safe and affordable housing and access to related services in a home-like environment.

$202Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Navigate Affordable Housing Partners INCFY2023$20K
Total grants receivedfrom 1 funder$20K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$228K
Ln 12
Gifts and grantsLn 1h$193K
Fees for servicesLn 2g$40K
Money outPt IX
$272K
Ln 25
Programscol B$202K
Managementcol C$32K
Fundraisingcol D$38K
Owns and owesPt X
$515K
net assets · Ln 32
Cash and savingsLn 1–2$38K
Total assetsLn 16$515K
LiabilitiesLn 26$450
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$193K
Fundraising eventsLn 1c$21K
Fees for servicesLn 2g$40K
Total revenueLn 12$228K
Assets in detailPt X, end of year
CashLn 1$38K
Cash and savings togetherLn 1–2$38K
InvestmentsLn 11–13$455K
Land, buildings, equipmentLn 10c$20K
Total assetsLn 16$515K
LiabilitiesLn 26$450
Net assetsLn 32$515K
OperationsPt I, VI
EmployeesI 512
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$112K$38K
InvestmentsLn 11–13$372K$455K
Land, buildings, equipmentLn 10c$20K$20K
Total assetsLn 16$505K$515K
LiabilitiesLn 26$29K$450
Net assetsLn 32$476K$515K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$107K$52K$21K$33K
Payroll taxesLn 10$12K$6K$2K$4K
Other fees for servicesLn 11g$7K$3K$4K
Office expensesLn 13$6K$4K$1K$815
Conferences, conventions and meetingsLn 19$1K$1K$63$98
Depreciation, depletion and amortizationLn 22$486$365$121
Other expenses (24a–d)Ln 24$138K$135K$3K$1K
Total functional expensesLn 25$272K$202K$32K$38K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $231K$290K−$60K$481K 990 PDF
FY2024 Viewing $228K$272K−$44K$515K 990 PDF
FY2023 $208K$284K−$76K$476K 990 PDF
FY2022 $248K$251K−$2K$519K 990 PDF
FY2021 $267K$214K$53K$582K 990 PDF
FY2020 $234K$238K−$4K$471K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $227,771 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $158,823$192,661
I-9 Program service revenuePrior year $57,034$40,170
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year −$7,842−$5,060
I-12 Total revenuePrior year $208,015$227,771
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $99,099$118,313
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $184,816$153,672
I-18 Total expensesPrior year $283,915$271,985
I-19 Revenue less expensesPrior year −$75,900−$44,214
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $227,771 across 6 lines filed
VIII-1c Fundraising events$20,816
VIII-1f All other contributions, gifts and grants$171,845
VIII-1h Total contributions, gifts and grants$192,661
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,170$40,170
VIII-8 Net income from fundraising eventsExcluded from tax −$5,060−$5,060
VIII-12 Total revenueRelated to mission $40,170 · Unrelated business $0 · Excluded from tax −$5,060$227,771
Part IX · Statement of functional expenses $271,985 across 7 lines filed
IX-7 Other salaries and wagesPrograms $52,425 · Management $21,297 · Fundraising $32,914$106,636
IX-10 Payroll taxesPrograms $5,741 · Management $2,332 · Fundraising $3,604$11,677
IX-11g Other fees for servicesPrograms $3,450 · Management $4,000$7,450
IX-13 Office expensesPrograms $3,836 · Management $1,374 · Fundraising $815$6,025
IX-19 Conferences, conventions and meetingsPrograms $1,105 · Management $63 · Fundraising $98$1,266
IX-22 Depreciation, depletion and amortizationPrograms $365 · Management $121$486
IX-24 Other expenses (24a–d)Programs $134,915 · Management $2,530 · Fundraising $1,000$138,445
IX-25 Total functional expensesPrograms $201,837 · Management $31,717 · Fundraising $38,431$271,985
Part X · Balance sheet $515,324 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $111,771$37,950
X-4 Accounts receivableStart of year $1,673$2,777
X-10c Land, buildings and equipment, netStart of year $20,102$19,616
X-11 Publicly traded securitiesStart of year $371,654$454,981
X-16 Total assetsStart of year $505,200$515,324
X-17 Accounts payable and accrued expensesStart of year $28,389$450
X-25 Other liabilitiesStart of year $1,050$0
X-26 Total liabilitiesStart of year $29,439$450
X-27 Net assets without donor restrictionsStart of year $475,761$487,374
X-28 Net assets with donor restrictions$27,500
X-32 Total net assets or fund balancesStart of year $475,761$514,874
X-33 Total liabilities and net assetsStart of year $505,200$515,324
Part XI · Reconciliation of net assets $514,874 net assets at year end
XI-1 Total revenue$227,771
XI-2 Total expenses$271,985
XI-3 Revenue less expenses−$44,214
XI-4 Net assets at start of year$475,761
XI-5 Net unrealized gains (losses) on investments$83,327
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$514,874

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.