2025-08-13T07:28:36-05:00 2025-04-30 994625061 CRI ADVISORS LLC 3700 COLONNADE PARKWAY SUITE 300 BIRMINGHAM AL 35243 990 2024-05-01 631170861 VESTAVIA HILLS CITY SCHOOLS FOUNDATION VEST 2056167500 POST OFFICE BOX 660483 VESTAVIA HILLS AL 352660483 BETH MOODY PRESIDENT 2056167500 2025-08-11 1 0 DAVID COMPHER P00369019 2059337822 2025-08-11 2024 2025-03-06 01:10:19Z BETH MOODY POST OFFICE BOX 660483 VESTAVIA HILLS AL 352660483 1621760 0 X VESTAVIAFOUNDATION.ORG X 1996 AL THE VESTAVIA HILLS CITY SCHOOLS FOUNDATION EXISTS TO PROVIDE PERPETUAL FINANCIAL SUPPORT TO EACH OF VESTAVIA HILLS CITY SCHOOLS AND TO PROTECT AND FOSTER THE STANDARD OF ACADEMIC EXCELLENCE IN THE SCHOOL SYSTEM. 42 42 1 40 0 0 60184 55887 0 0 336644 207815 169476 154143 566304 417845 158886 172261 0 0 65226 67064 0 0 71106 51966 51138 276078 290463 290226 127382 3715107 3970835 752 591 3714355 3970244 THE VESTAVIA HILLS CITY SCHOOLS FOUNDATION EXISTS TO PROVIDE PERPETUAL FINANCIAL SUPPORT TO EACH OF VESTAVIA HILLS CITY SCHOOL AND TO PROTECT AND FOSTER THE STANDARD OF ACADEMIC EXCELLENCE IN THE SCHOOL SYSTEM. 0 0 180608 172261 TO RAISE AND ALLOCATE FUNDS IN ORDER TO CREATE INNOVATIVE EDUCATIONAL OPPORTUNITIES AND SUPPORT THE EXISTING PROGRAMS OF THE VESTAVIA HILLS CITY SCHOOLS. 180608 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TAIT STODDARD 2056167500 PO BOX 660483 VESTAVIA HILLS AL 35266 X AMBER TERAKEDIS BOARD MEMBER 0.40 X 0 0 0 KATIE LAMASTER BOARD MEMBER 0.40 X 0 0 0 KELLY CONNELLY BOARD MEMBER 0.40 X 0 0 0 LANDON NAST BOARD MEMBER 0.40 X 0 0 0 LAURA TULL BOARD MEMBER 0.40 X 0 0 0 LAUREN CATER BOARD MEMBER 0.40 X 0 0 0 LIBBY BROWNE BOARD MEMBER 0.40 X 0 0 0 LINDSAY ALMOND BOARD MEMBER 0.40 X 0 0 0 KARON VONCANNON BOARD MEMBER 0.40 X 0 0 0 LINDSAY HANDEY BOARD MEMBER 0.40 X 0 0 0 LISA ALTIMIRANO BOARD MEMBER 0.40 X 0 0 0 LOWREY MCCABE BOARD MEMBER 0.40 X 0 0 0 MARIA MADDEN BOARD MEMBER 0.40 X 0 0 0 MEGAN DANTONE BOARD MEMBER 0.40 X 0 0 0 MICHELE MORROW BOARD MEMBER 0.40 X 0 0 0 MITCHELL SMITH BOARD MEMBER 0.40 X 0 0 0 REBEKAH HUNTER BOARD MEMBER 0.40 X 0 0 0 LINDSEY ROEBUCK BOARD MEMBER 0.40 X 0 0 0 KARLIE WILSON BOARD MEMBER 0.40 X 0 0 0 JESSICA THOMAS BOARD MEMBER 0.40 X 0 0 0 BRITTANY JONES BOARD MEMBER 0.40 X 0 0 0 ANNA CORENO BOARD MEMBER 0.40 X 0 0 0 ANNA KATHRYN GRESHAM BOARD MEMBER 0.40 X 0 0 0 ANNE TURNER CARROLL BOARD MEMBER 0.40 X 0 0 0 ASHLEY MARTIN BOARD MEMBER 0.40 X 0 0 0 BETH ANNE LOUDERMILK BOARD MEMBER 0.40 X 0 0 0 BETH MOODY PRESIDENT 0.40 X X 0 0 0 BREANNA YOUNG BOARD MEMBER 0.40 X 0 0 0 JEREMY BURNS BOARD MEMBER 0.40 X 0 0 0 TIFFANY DAVIS PRESIDENT - ELECT 0.40 X X 0 0 0 BRYANT CROSS BOARD MEMBER 0.40 X 0 0 0 CASSIE THOMPSON BOARD MEMBER 0.40 X 0 0 0 CONNIE GOODMAN BOARD MEMBER 0.40 X 0 0 0 CRYSHELLE PATTERSON BOARD MEMBER 0.40 X 0 0 0 DAVID WISE TREASURER- ELECT 0.40 X X 0 0 0 ERIN SEARSON BOARD MEMBER 0.40 X 0 0 0 FLYNT CONNOR BOARD MEMBER 0.40 X 0 0 0 BROOKE WALKER BOARD MEMBER 0.40 X 0 0 0 MAURINE BATSON SECRETARY 0.60 X X 0 0 0 CHIP HOOVER TREASURER 1.20 X X 0 0 0 ASHLEY GROVES PAST-PRESIDENT 1.20 X X 0 0 0 0 0 0 0 0 0 0 0 19940 35947 55887 108317 108317 1268424 1168926 99498 99498 99498 189132 19940 34989 154143 154143 417845 0 0 361958 172261 172261 62026 6823 6823 48380 5038 292 1451 3295 6400 371 1843 4186 11801 70 5498 6233 1996 116 575 1305 801 801 3726 216 1073 2437 INVESTMENT FEES 18364 0 18364 0 MEALS & ENTERTAINMENT 3859 224 1111 2524 MISCELLANEOUS 2446 142 704 1600 TELEPHONE 720 42 207 471 1025 51 299 675 290463 180608 38749 71106 345389 378329 3368868 3591931 850 575 3715107 3970835 752 591 752 591 X 2363884 2593903 1350471 1376341 3714355 3970244 3715107 3970835 X 127382 128498 9 X 0 0 0 X 128338 142939 204040 313359 202715 991391 128338 142939 204040 313359 202715 991391 991391 56881 62777 85493 95079 108317 408547 1399938 0.70820 0.70560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1350470 25870 1376340 1323637 26833 1350470 1321440 2198 1323638 1275591 45849 1321440 1203416 72175 1275591 1.00000 0 0 0 VARIOUS SECURITIES 3591931 F 3591931 X PART V, LINE 4: TO FURTHER THE ORGANIZATION'S MISSION. PART X, LINE 2: THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3); ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD [FASB] ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF APRIL 30, 2025, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. DIAMOND EVENT 187255 2000 185255 29881 PITCH - IN 21817 17940 3877 5108 209072 19940 189132 34989 34989 154143 1 VESTAVIA BOARD OF EDUCATION 1204 MONTGOMERY HWY VESTAVIA HILLS AL 35216 152750 0 TO SUPPORT THE VESTAVIA HILLS CITY BOARD OF EDUCATION. VARIOUS SCHOOLS WITHIN THE VESTAVIA HILLS CITY SCHOOL SYSTEM 1204 MONTGOMERY HWY VESTAVIA HILLS AL 35216 19511 0 TO SUPPORT THE VESTAVIA HILLS CITY SCHOOLS. PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THAT ARE GIVEN TO THE VARIOUS SCHOOLS BY REQUESTING STATUS REPORTS FROM TEACHERS AND/OR SCHOOL OFFICIALS. ADDITIONALLY, FOUNDATION MEMBERS ARE OFTEN AT THE SCHOOLS FOR VARIOUS REASONS AND ARE ABLE TO VIEW THE ITEMS PURCHASED WITH GRANT MONIES. FORM 990, PART VI, SECTION B, LINE 11B COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IF AN ISSUE IS TO BE DECIDED BY THE BOARD THAT INVOLVES POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER, IT IS THE RESPONSIBILITY OF THE BOARD MEMBER TO: 1. IDENTIFY THE POTENTIAL CONFLICT OF INTEREST. 2. NOT PARTICIPATE IN DISCUSSION OF THE PROGRAM OR MOTION BEING CONSIDERED. 3. NOT VOTE ON THE ISSUE. IT IS THE RESPONSIBILITY OF THE BOARD TO: 1. ONLY DECIDE TO HIRE OR CONTRACT WITH THE BOARD MEMBER IF THEY ARE THE BEST QUALIFIED INDIVIDUALS AVAILABLE, AND WILLING TO PROVIDE THE GOODS OR SERVICES NEEDED AT THE BEST PRICE. 2. RECORD IN THE MINUTES OF THE BOARD MEETING THE POTENTIAL CONFLICT OF INTEREST, AND THE USE OF THE PROCEDURES AND CRITERIA OF THIS POLICY. ALTHOUGH IT IS NOT A CONFLICT OF INTEREST TO REIMBURSE BOARD MEMBERS FOR EXPENSES INCURRED (SUCH AS THE PURCHASE OF SUPPLIES), BOARD MEMBERS ARE PROHIBITED BY LAW FROM BEING PAID FOR SERVING ON THE BOARD. GENERALLY, BOARD MEMBERS WILL NOT RECEIVE PASS-THROUGH DOLLARS FOR INDIVIDUAL PROJECTS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ROUNDING 9. VESTAVIA HILLS CITY SCHOOLS EDUCATION AL 501(C)(3) 509(A)1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VESTAVIA CITY SCHOOLS B 19511 FMV VESTAVIA BOARD OF EDUCATION B 152750 FMV