2023-11-15T15:23:11-06:00 2022-12-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2022-01-01 630142765 MOBILE AREA CHAMBER OF COMMERCE MOBI 2514318625 PO BOX 2187 MOBILE AL 36652 MICHI LUNCEFORD CHIEF FINANCIAL OFFICER 2514318625 2023-11-15 1 MICHI LUNCEFORD 999009999 0 KATHY M KILLION P00840291 2513431200 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHI LUNCEFORD PO BOX 2187 MOBILE AL 36652 4933153 0 X WWW.MOBILECHAMBER.COM X 1836 AL COMMUNITY AND ECONOMIC DEVELOPMENT 45 44 47 44 130825 0 524681 0 4667302 4909903 15683 8826 0 0 5207666 4918729 0 0 0 0 2751105 2703685 0 0 0 1935714 2671350 4686819 5375035 520847 -456306 2346261 2016131 1470750 1596926 875511 419205 X COMMUNITY AND ECONOMIC DEVELOPMENT 0 0 821809 1906087 MEMBERSHIP - PROVIDES SERVICES ON TOTAL RESOURCE DEVELOPMENT CAMPAIGNS, CUSTOMER SERVICE, HELP DESK SERVICES, GENERAL MEMBERSHIP PROJECTS AND COMMUNICATIONS WITH MEMBERS. 1327570 1375548 ECONOMIC DEVELOPMENT - PROGRAM TO PROVIDE SERVICES RELATED TO MARKETING THE MOBILE AREA WITH A VIEW TOWARDS ECONOMIC AND COMMUNITY DEVELOPMENT. 1264889 121412 COMMUNICATIONS - PROGRAMS AND ACTIVITIES TO GEAR THE PUBLIC AND CHAMBER MEMBERS TO PROMOTE THE MOBILE AREA THROUGH NATIONAL AND INTERNATIONAL PUBLIC RELATIONS. 396839 53545 SMALL BUSINESS DEVELOPMENT 396839 53545 3811107 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 39 0 47 1 1 1 0 0 0 0 0 0 0 X 45 44 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL X MICHI LUNCEFORD 2514318625 PO BOX 2187 MOBILE AL 36652 WILLIAM BRYANT DIRECTOR 1.00 X 0 0 0 JANET COBB DIRECTOR 1.00 X 0 0 0 TOMMY FAUST DIRECTOR 1.00 X 0 0 0 GEORGE TALBOT DIRECTOR 1.00 X 0 0 0 DIANA ALLEN DIRECTOR 1.00 X 0 0 0 KEL BOISVERT DIRECTOR 1.00 X 0 0 0 KIM GARRETT DIRECTOR 1.00 X 0 0 0 TERRY HARBIN DIRECTOR 1.00 X 0 0 0 BRIAN JORDAN DIRECTOR 1.00 X 0 0 0 JENNY KLEIN DIRECTOR 1.00 X 0 0 0 TAMARA WEINERT DIRECTOR 1.00 X 0 0 0 CINDIE CARTER DIRECTOR 1.00 X 0 0 0 JOHN DRISCOLL DIRECTOR 1.00 X 0 0 0 CLIFF KENNEDY DIRECTOR 1.00 X 0 0 0 SIDNEY KING DIRECTOR 1.00 X 0 0 0 ELISKA MORGAN DIRECTOR 1.00 X 0 0 0 PATRICK T MURPHY DIRECTOR 1.00 X 0 0 0 ELIZABETH STEVENS DIRECTOR 1.00 X 0 0 0 THOMAS M TAUL IV DIRECTOR 1.00 X 0 0 0 GIA WIGGINS DIRECTOR 1.00 X 0 0 0 CELIA M BAEHR DIRECTOR 1.00 X 0 0 0 JODY DUNN DIRECTOR 1.00 X 0 0 0 W ALLEN CARROLL DIRECTOR 1.00 X 0 0 0 MELISSA CROSS DIRECTOR 1.00 X 0 0 0 RASHAWN FIGURES DIRECTOR 1.00 X 0 0 0 VALERIE JAMES DIRECTOR 1.00 X 0 0 0 KATE C LUCE DIRECTOR 1.00 X 0 0 0 JOHN MARYMOUNT DIRECTOR 1.00 X 0 0 0 RICHARD STIMPSON DIRECTOR 1.00 X 0 0 0 CHRISTIAN WHITE DIRECTOR 1.00 X 0 0 0 TY BULLARD DIRECTOR 1.00 X 0 0 0 CORA EATMON DIRECTOR 1.00 X 0 0 0 JUDY MITCHELL DIRECTOR 1.00 X 0 0 0 JOE CALAGAZ DIRECTOR 1.00 X 0 0 0 JAN G ENDFINGER DIRECTOR 1.00 X 0 0 0 WILLIAM HUNTER DIRECTOR 1.00 X 0 0 0 RAYMOND BELL DIRECTOR 1.00 X 0 0 0 STEVEN FRANKLIN DIRECTOR 1.00 X 0 0 0 CARITA KOEN DIRECTOR 1.00 X 0 0 0 GINA MCKELLAR DIRECTOR 1.00 X 0 0 0 MCCRARY OTTS DIRECTOR 1.00 X 0 0 0 ENOCH SMITH DIRECTOR 1.00 X 0 0 0 BRADLEY BYRNE PRESIDENT 40.00 X 204167 0 0 MATT WHITE CHAIRMAN OF THE BOARD 1.00 X 0 0 0 BRENT BARKIN CHAIRMAN OF THE BOARD ELECT 1.00 X 0 0 0 NEIL CHRISTOPHER CHIEF FINANCIAL OFFICER 40.00 X 128957 0 17280 ROBERT CHAPELLE COO 40.00 X 221947 0 18408 TODD GREER INNOVATION PORTAL DIRECTOR 40.00 X 111925 0 1298 DAVID RODGERS VP ECONOMIC DEVELOPMENT 40.00 X 158966 0 6955 NANCY HEWSTON VP OF CGA 40.00 X 104350 0 17832 930312 0 61773 6 0 1 0 0 MEMBERSHIP DUES 541900 1768572 1768572 ECONOMIC DEVELOPMENT 541900 1375548 1375548 MOBILE COUNTY CONTRACT 541900 425001 425001 COMMUNITY DEVELOPMENT 541900 420095 420095 CITY OF MOBILE CONTRAC 541900 406250 406250 514437 383612 130825 4909903 6750 6750 16500 14424 2076 2076 2076 4918729 4781154 130825 6750 741886 741886 1573989 1503654 70335 56045 36018 20027 163670 98207 65463 168095 107487 60608 59100 59100 60743 26428 34315 238867 22684 216183 243801 160212 83589 4597 4597 168561 139664 28897 1671 1671 14388 14388 23194 2435 20759 EVENTS 594767 585880 8887 MARKETING 288716 288716 INVESTOR RELATIONS 238892 238892 PUBLICATIONS 199371 199371 534682 336091 198591 5375035 3811107 1563928 0 897513 533069 535489 592358 433207 525866 99260 53802 175629 90174 42375 85455 640 640 337777 224941 2346261 2016131 328380 185802 885906 1142092 52494 256464 216538 1470750 1596926 X 875511 419205 875511 419205 2346261 2016131 -456306 0 X 0 1 X 1 0 0 0 0 1768572 42278 42278 141486 -99208 175629 90174 85455 85455 457(B) RETIREMENT 201402 F 457(F) RETIREMENT 23539 F 224941 457(B) RETIREMENT PLAN 201402 457(F) RETIREMENT PLAN 15136 216538 X 5040980 122251 122251 4918729 0 4918729 5497286 122251 122251 5375035 0 5375035 PART X, LINE 2: UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, THE CHAMBER IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME RESULTS FROM ADVERTISING REVENUE LESS RELATED EXPENSES. THE CHAMBER UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARD BOARD 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 TAXING AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNTION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2022 AND 2021, THE CHAMBER HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 1 0 ROBERT CHAPELLE COO 195632 0 22318 0 3997 0 9261 0 9147 0 240355 0 0 0 BRADLEY BYRNE PRESIDENT 204167 0 0 0 0 0 0 0 0 0 204167 0 0 0 DAVID RODGERS VP ECONOMIC DEVELOPMENT 131716 0 20000 0 7250 0 6602 0 353 0 165921 0 0 0 PART I, LINE 4B NEIL CHRISTOPHER: THE ORGANIZATION CONTRIBUTED $5,000 TO A 457(F) PLAN. ROBERT CHAPPELLE: THE ORGANIZATION CONTRIBUTED $5,000 TO A 457(F) PLAN. 2022 COMPENSATION INCLUDES $7,330 IN INCENTIVE COMPENSATION FROM SAID PLAN. DAVID RODGERS: THE ORGANIZATION CONTRIBUTED $5,000 TO A 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE PREPARES AND SUBMITS A TICKET OF TEN CANDIDATES FOR ELECTION BY THE MEMBERSHIP (DIRECTORS ELECTED BY THE MEMBERSHIP SERVE THREE YEAR TERMS). THIS TICKET SHALL BE PREPARED TO ASSURE THE ELECTION BY THE MEMBERSHIP OF TWO INDIVIDUALS RESIDING IN THE MOBILE AREA, BUT WHOSE PRINCIPAL PLACE OF BUSINESS IS OUTSIDE THE CORPORATE LIMITS OF THE CITY OF MOBILE. A COPY OF THE NOMINATING COMMITTEE'S BALLOT SHALL THEN BE MAILED TO THE MEMBERSHIP TO ALLOW FOR NOMINATION OF ADDITIONAL CANDIDATES. THE NOMINATING COMMITTEE NOMINATES SIX DIRECTORS TO SERVE ONE YEAR TERMS. FOLLOWING THE ELECTION OF TEN DIRECTORS BY THE MEMBERSHIP, THE BOARD ELECTS SIX DIRECTORS TO ONE YEAR TERMS. THE INCOMING CHAIRMAN OF THE BOARD OF DIRECTORS SHALL APPOINT SIX DIRECTORS TO SERVE A ONE YEAR TERM CONCURRENT WITH HIS TERM OF OFFICE, ALL OF WHOM SHALL BE VOTING MEMBERS OF THE BOARD AND THREE OF WHOM MAY BE PAST CHAIRMEN OF THE BOARD OF DIRECTORS. ANYONE WHO HAS SERVED A FULL THREE YEAR TERM MAY NOT BE ELECTED TO SERVE ANOTHER TERM UNTIL SPENDING A YEAR OFF THE BOARD. A PERSON THAT HAS SERVED A ONE YEAR TERM THREE YEARS IN A ROW CANNOT BE RE-ELECTED. A COPY OF THE NOMINATING COMMITTEE'S REPORT SHALL BE PRESENTED TO THE MEMBERSHIP OF THE ORGANIZATION TO ALLOW THE MEMBERS TO NOMINATE ADDITIONAL CANDIDATES FOR DIRECTORS BY PETITION. EACH PETITION SHALL BEAR THE SIGNATURES OF AT LEAST TWENTY FIVE QUALIFIED MEMBERS IN GOOD STANDING OF THE CHAMBER AND MAY NOMINATE ANY NUMBER OF ADDITIONAL CANDIDATES UP TO TEN. SUCH PETITION SHALL BE FILED WITH THE NOMINATING COMMITTEE WITHIN TEN DAYS AFTER NOTICE HAS BEEN GIVEN OF THE NAMES OF THOSE NOMINATED BY THE NOMINATING COMMITTEE. IF NO PETITION IS FILED WITHIN THE DESIGNATED PERIOD, THE NOMINATIONS SHALL BE CLOSED AND THE NOMINATED SLATE OF TEN CANDIDATES SHALL BE DECLARED AND ELECTED BY THE BOARD OF DIRECTORS AT THEIR NEXT REGULAR MEETING. IF A LEGAL PETITION SHALL PRESENT ADDITIONAL CANDIDATES, THE NAMES OF ALL CANDIDATES SHALL BE ARRANGED ON A BALLOT TO IDENTIFY THOSE CANDIDATES NOMINATED BY THE NOMINATING COMMITTEE. THE PRESIDENT SHALL CAUSE THIS BALLOT TO BE POSTED IN A PROMINENT POSITION IN THE CHAMBER OFFICE AND MAILED TO ALL ACTIVE MEMBERS AT LEAST FIFTEEN DAYS BEFORE THE REGULAR OCTOBER MEETING. THE BALLOT SHALL BE MARKED IN ACCORDANCE WITH THE INSTRUCTIONS PRINTED ON THE BALLOT AND RETURNED TO THE CHAMBER OFFICE WITHIN TEN DAYS. VOTING SHALL BE BY INDIVIDUAL MEMBERS ONLY AND ONLY ON THE OFFICIAL BALLOT APPROVED BY THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE. SUCH VOTE SHALL BE MAILED OR DELIVERED BY HAND TO THE CHAMBER OF COMMERCE OFFICE SEALED IN THE OFFICIAL ENVELOPE PROVIDED FOR SUCH PURPOSES. NO MEMBER SHALL CAST MORE THAN ONE BALLOT, AND ONLY INDIVIDUAL MEMBERS IN GOOD STANDING, SHALL BE ENTITLED TO VOTE. TO BE IN GOOD STANDING, MEMBERS MUST HAVE PAID ALL MEMBERSHIP DUES, WHICH ARE THEN DUE AND PAYABLE. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS ENGAGES A CERTIFIED PUBLIC ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND PREPARE IT FOR SUBMISSION TO THE IRS. THE FORM 990, ALONG WITH THE ANNUAL AUDITED FINANCIAL STATEMENTS, ARE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS AND THE PUBLIC AS REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH TERM, WE CONDUCT A DIRECTOR ORIENTATION WHEREBY OUR CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND CAREFULLY EXPLAINED. IT IS RARE THAT THERE WOULD BE AN OPPORTUNITY FOR A CONFLICT OF INTEREST AMONG OUR OFFICERS AND DIRECTORS. HOWEVER, ON THOSE RARE OCCASIONS WHEN THERE MAY BE A POTENTIAL FOR SUCH A CONFLICT, OUR DIRECTORS WOULD ABSTAIN FROM VOTING. THE BOARD LEGAL COUNSEL IS PRESENT DURING BOARD MEETINGS TO GUARD AGAINST SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAMBER'S COMPENSATION COMMITTEE IS COMPOSED OF THE CURRENT BOARD CHAIR, PAST BOARD CHAIR, BOARD CHAIR ELECT, AND ANOTHER AGREED UPON BOARD MEMBER, ALL INDEPENDENT BUSINESS INDIVIDUALS, NONE OF WHICH ARE EMPLOYED BY THE CHAMBER IN ANY CAPACITY. COMPARABLE COMPENSATION DATA IS OBTAINED FROM APPROXIMATELY 9 EQUIVALENT CHAMBERS ACROSS THE U.S., AND OTHER SOURCES FOR COMPARABLE DUTIES, AS WELL AS AN IN-DEPTH REVIEW WITH THE PRESIDENT OF GOALS ACCOMPLISHED AND FUTURE PLANS, ALL ARE A PART OF THE PROCESS USED TO MAKE AN INDEPENDENT DECISION ON THE COMPENSATION FOR THE CHAMBER'S PRESIDENT. A WRITTEN REPORT IS THEN SENT TO THE CHAMBER'S CFO FROM THE COMPENSATION COMMITTEE WITH THEIR COMPENSATION DECISION FOR THE PRESIDENT. THE COMPENSATION COMMITTEE MAY ALSO MAKE A RECOMMENDATION FOR EMPLOYEE COMPENSATION BASED ON REVIEW OF JOB GRADES AND JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MADE AVAILBLE TO THE PUBLIC UPON REQUEST. MOBILE AREA CAHMBER OF COMMERCE FOUNDATION PO BOX 2187 MOBILE AL 36652 630753361 ASSIST MOBILE AREA CHAMBER AL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0