2024-02-20T15:40:38-06:00 2023-06-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-07-01 721378980 THE EYESIGHT FOUNDATION OF ALABAMA EYES 2054880771 700 SOUTH 18TH STREET 123 BIRMINGHAM AL 35233 BARBARA EVERS EXECUTIVE DIRECTOR 2054880771 2024-02-20 1 BARBARA EVERS 999009999 1 AMY BIBBY P00445891 8282542254 2024-02-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE H GARZON 700 SOUTH 18TH STREET 123 BIRMINGHAM AL 35233 457682 0 X WWW.EYESIGHTFOUNDATION.ORG X 1997 AL TO SERVE AS A CATALYST FOR IMPROVING EYESIGHT THROUGH EDUCATION, RESEARCH AND ACCESS TO CARE. 22 17 1 22 0 0 222515 217506 0 0 7390501 179416 265 0 7613281 396922 2055495 2001187 0 0 153346 125037 0 0 0 306245 233767 2515086 2359991 5098195 -1963069 47808269 48776312 1782406 944961 46025863 47831351 TO SERVE AS A CATALYST FOR IMPROVING EYESIGHT THROUGH EDUCATION, RESEARCH, AND ACCESS TO CARE. 0 0 2108959 2001187 DURING 2022, THE EYESIGHT FOUNDATION OF ALABAMA CONTINUED TO FOCUS ON GRANTS, PARTICULARLY IN SUPPORT OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCES' RESEARCH, EDUCATION AND CLINICAL CARE ENDEAVORS. EYESIGHT FOUNDATION'S SUPPORT ALSO ADDS VALUE TO THE WORK OF COMMUNITY-BASED (NON-UAB) NONPROFITS SERVING BLIND AND VISUALLY IMPAIRED PEOPLE BY PROVIDING VISION SCREENINGS, EYE GLASSES, SENSORY EQUIPMENT FOR THERAPY FOR BABIES AND CHILDREN, AND SO FORTH. 2108959 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 0 X 22 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL X X BARBARA EVERS 2054880771 700 18TH STREET S STE 123 BIRMINGHAM AL 35233 DANIEL L MCKINNEY CHAIR/PRESIDENT 1.00 X X 0 0 0 GEORGE HAROLD GARZON VICE CHAIR 1.00 X X 0 0 0 ALISON GORRIE SECRETARY 1.00 X X 0 0 0 J ANDREW ROBISON TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 JOSHUA F MANDELL GRANTS COMM. CHAIR 1.00 X 0 0 0 BRIAN C SAMUELS BOARD MEMBER 1.00 40.00 X 0 468100 110995 CAROL D KOKO MACKIN BOARD MEMBER 1.00 X 0 0 0 CAROLINE T LITTLE BOARD MEMBER 1.00 X 0 0 0 FELIX M DRENNEN III BOARD MEMBER 1.00 X 0 0 0 GARRETT J GROVER BOARD MEMBER 1.00 40.00 X 0 478565 15983 HARTWELL DAVIS JR BOARD MEMBER 1.00 X 0 0 0 JAMES D DAVIS BOARD MEMBER 1.00 X 0 0 0 JOHN N COLEMAN BOARD MEMBER 1.00 X 0 0 0 LEE T CLANTON BOARD MEMBER 1.00 X 0 0 0 LEROY ABRAHAMS BOARD MEMBER 1.00 X 0 0 0 LINDA FLAHERTY-GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 LORA T BLALOCK BOARD MEMBER 1.00 40.00 X 0 110337 0 MICHAEL A CALLAHAN BOARD MEMBER 1.00 40.00 X 0 605705 24219 PHILIP E PASSAFIUME BOARD MEMBER 1.00 X 0 0 0 ROBERT C FIELD BOARD MEMBER 1.00 X 0 0 0 STEPHEN A YODER BOARD MEMBER 1.00 40.00 X 0 251010 24648 W SPENCER SOUTH BOARD MEMBER 1.00 X 0 0 0 BARBARA B EVERS EXEC DIRECTOR 40.00 X 99867 0 0 99867 1913717 175845 0 0 1 0 0 217506 217506 240176 240176 60760 -60760 -60760 -60760 396922 0 0 179416 1991074 1991074 10113 10113 107167 53584 53583 9980 4990 4990 7890 3945 3945 28950 28950 159564 159564 10150 10150 12816 12816 10359 10359 545 545 11383 11383 2359991 2108959 251032 0 103522 137786 8570 8041 187656 187247 954 409 7189513 2948027 40505710 45682049 47808269 48776312 23277 41270 1759129 903691 1782406 944961 X 45445799 47224394 580064 606957 46025863 47831351 47808269 48776312 -1963069 3768557 0 X 0 1 X 1 0 X X 4 COMMUNITY FOUNDATION OF GREATER BIRMINGHAM 636019864 8 1 312207 0 UAB CALLAHAN EYE HOSPITAL HEALTH CARE AUTHORITY 630459034 3 1 9235 0 UNIVERSITY OF ALABAMA AT BIRMINGHAM 636005396 2 1 1534305 0 ALABAMA LIONS SIGHT CONSERVATION ASSOCIATION INC 630340851 7 1 0 0 4 1855747 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 407392 0 0 0 0 0 407392 0 0 0 0 0 0 0 407392 0 57162078 47543501 137950 96388 0 0 57300028 47639889 0 0 0 57300028 47639889 859500 714598 56440528 46925291 1975418 1642385 0 0 1975418 1642385 407392 346283 1975418 1975418 0 1975418 2001187 0 107772 0 0 0 2108959 1855747 1975418 93.940000000000 1975418 0 0 1667055 1961686 0 2194867 5823608 0 1975418 0 3848190 2108959 0 2108959 0 0 5957149 0 1653323 0 2194867 2108959 SECTION D LINE 3 THE KEY EMPLOYEES OF THE SUPPORTED ORGANIZATIONS SERVE ON THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE, AND/OR GRANTS COMMITTEE. THE EXECUTIVE COMMITTEE AND FULL BOARD ULTIMATELY APPROVE ALL RECOMMENDATIONS/ACTIONS OF THE FINANCE COMMITTEE AND GRANTS COMMITTEE REGARDING INVESTMENT POLICIES, GRANT MAKING, AND/OR DIRECTION OF THE INCOME OR ASSETS OF THE FOUNDATION. SECTION D LINE 1 DURING FISCAL YEAR 2023 THE ORGANIZATION PROVIDED REGULAR UPDATES TO THE SUPPORTED ORGANIZATIONS DURING BOARD AND COMMITTEE MEETINGS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDED REGULAR UPDATES TO THE ORGANIZATION. REPRESENTATIVES OF THE SUPPORTED ORGANIZATIONS RECEIVED A COPY OF THE FORM 990 AS PART OF THE REVIEW PROCESS. THE ORGANIZATION FORMALIZED THE WRITTEN NOTIFICATION AND 990 DISTRIBUTION SHORTLY AFTER THE FINANCE COMMITTEE REVIEW OF THE FORM 990 FOR FY 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 625 625 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE ALLIANCE FOR EYE AND VISION RESEARCH (AEVR). A PORTION OF THE DUES PAID TO AEVR IS ALLOCATED TO LOBBYING EFFORTS ON BEHALF OF THEIR MEMBERS IN SUPPORT OF EYE AND VISION RESEARCH. FOR 2022, DUES PAID TO AEVR WERE $625. IN ADDITION TO THE ABOVE-MENTIONED ACTIVITIES THROUGH AEVR, THE STAFF OF THE EYESIGHT FOUNDATION STAYS ABREAST OF TRENDS, STANDARDS, PROPOSED LEGISLATION, RULINGS, AND OTHER DEVELOPMENTS THAT COULD IMPACT THE FOUNDATION AND ITS MISSION, BOTH WITHIN THE PHILANTHROPIC SECTOR AND THE VISION HEALTH FIELD. STAFF ENCOURAGES OTHERS IN THE FIELD TO SPEAK OUT ON ISSUES THAT AFFECT OUR WORK THROUGH EMAILS, LETTERS, VISITS AND CALLS. 580064 216256 25637 215000 606957 573317 216515 5232 215000 580064 654983 215092 381 297139 573317 646861 216943 6179 215000 654983 631836 216923 13102 215000 646861 0 1 1 187656 187247 409 409 INVESTMENT IN PARTNERSHIPS 45682049 F 45682049 X 4019811 3768557 13896 3782453 237358 159564 159564 396922 2214323 13896 13896 2200427 159564 159564 2359991 PART X, LINE 2: THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES A TAX RETURN IN THE UNITED STATES ("U.S.") FEDERAL JURISDICTION. THE BOARD OF TRUSTEES HAS EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAS NOT ENTERED INTO ANY EVENTS OR TRANSACTIONS THAT WOULD DISQUALIFY ITS TAX-EXEMPT STATUS OR HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT WOULD CAUSE THE FOUNDATION TO INCUR INCOME TAXES OR PENALITIES AT THE ENTITY LEVEL. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 2445334 0 0 0 0 0 0 2445334 0 2445334 0 0 0 0 1 0 PART III ACCOUNTING METHOD: 1 SIGHT SAVERS AMERICA 337 BUSINESS CIRCLE PELHAM AL 35124 300188234 501(C)3 170000 0 VISION SUPPORT COMMUNITY SERVICES FOR VISION REHABILITATION 600 BEL AIR BLVD STE 110 MOBILE AL 36606 841669407 501(C)3 40000 0 VISION SUPPORT THE RED BARN 2722 BAILEY RD LEEDS AL 35094 452593191 501(C)3 19200 0 SUPPORT FOR VISUALLY IMPAIRED CHILDREN UAB DEPT OF OPHTHALMOLOGY & VISUAL SCIENCES 700 S 18TH ST 601 BIRMINGHAM AL 35233 636005396 GOVERNMENTAL 1534305 0 VISION RESEARCH, EDUCATION, OPERATING SUPPORT IMPACT AMERICA - FOCUS FIRST PROGRAM 1901 6TH AVE N STE 2400 BIRMINGHAM AL 35203 200850212 501(C)(3) 30000 0 VISION SCREENS PRESCHOOLERS UNITED ABILITY 100 OSLO CIRCLE BIRMINGHAM AL 35211 630307960 501(C)(3) 25000 0 VISION SUPPORT PRESBYTERIAN HOME FOR CHILDREN 905 ASHLAND HWY TALLADEGA AL 35160 630307953 501(C)(3) 10325 0 ASSISTIVE TECHNOLOGY 9 0 EYE SURGERIES FOR MEDICALLY INDIGENT 4 10113 PART I, LINE 2: ESFA ONLY FUNDS VISION PROJECTS WITHIN THE STATE OF ALABAMA, TO NON-PROFIT ORGANIZATIONS. INDIVIDUALS ARE NOT ELIGIBLE. GRANT GUIDELINES, INCLUDING FUNDING PRIORITIES, ARE PUBLISHED PUBLICLY ON ESFA'S WEB PAGE AND THROUGH EMAILS TO KNOWN GRANTEES. IF A NON-ELIGIBLE APPLICATION IS RECEIVED, THE STAFF COMMUNICATES WITH THE APPLICANT THAT IT IS OUTSIDE THE GUIDELINES. DUE DILIGENCE, INCLUDING SITE VISITS WHERE DEEMED APPROPRIATE, IS CONDUCTED BY STAFF, WITH WRITTEN SUMMARIES AND RECOMMENDATIONS TO THE GRANTS COMMITTEE, COMPRISED OF ESFA TRUSTEES. THE GRANTS COMMITTEE MEETS TO DELIBERATE THE MERITS OF EACH APPLICATION, AND MAKES FUNDING DECISIONS ARMED WITH THE FINANCE COMMITTEE'S SPENDING TARGET. AWARD LETTERS SPELL OUT ANY CONTINGENCIES AND REPORTING REQUIREMENTS; THE GRANTEE MUST SIGN A LETTER OF AGREEMENT. REPORTS ARE TYPICALLY SUBMITTED NEAR THE END OF THE GRANT PERIOD, ALONG WITH ANY NEW FUNDING REQUEST FOR THE COMING CYCLE. SITE VISITS AND CONTINUED COMMUNICATION WITH THE GRANTEE ORGANIZATION IS STANDARD PROCEDURE. X X 0 0 0 0 0 0 0 0 0 MICHAEL A CALLAHAN BOARD MEMBER 0 605705 0 0 0 0 0 0 0 24219 0 629924 0 0 BRIAN C SAMUELS BOARD MEMBER 0 467365 0 0 0 735 0 90799 0 20196 0 579095 0 0 GARRETT J GROVER BOARD MEMBER 0 478565 0 0 0 0 0 15983 0 0 0 494548 0 0 STEPHEN A YODER BOARD MEMBER 0 251010 0 0 0 0 0 11486 0 13162 0 275658 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CURRENT CHAIRMAN, VICE-CHAIRMAN, SECRETARY, AND TREASURER, THE IMMEDIATE PAST CHAIRMAN, THE CHAIRMAN OF THE GRANTS COMMITTEE, AT LEAST ONE TRUSTEE WHO IS ALSO A DIRECTOR, TRUSTEE OR OFFICER OF ONE OF THE SUPPORTED ORGANIZATIONS (OR HOLDS ANOTHER POSITION WITH SIMILAR INFLUENCE), AND SUCH OTHER TRUSTEES AS SHALL BE APPOINTED BY THE CHAIRMAN TO SERVE ON THE EXECUTIVE COMMITEE. EACH MEMBER OF THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TWO YEAR TERM OR UNTIL REMOVED BY THE CHAIRMAN, WHICHEVER SHALL OCCUR FIRST. THE SIZE OF THE EXECUTIVE COMMITTEE MAY BE INCREASED OR DECREASED BY THE BOARD OF TRUSTEES FROM TIME TO TIME AS THEY DEEM APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 2 SPENCER SOUTH AND ANDY ROBISON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE DRAFT 990 AT VARIOUS STAGES DURING THE WORK PROCESS. REPRESENTATIVES FROM THE ACCOUNTING FIRM APPEAR AT THE FINANCE COMMITTEE MEETING TO PRESENT, SUMMARIZE AND DISCUSS THE DRAFT FORM 990. THE DRAFT VERSION IS PROVIDED TO ALL TRUSTEES FOR REVIEW, WITH DISCUSSION AT A BOARD MEETING. AFTER REVIEW BY TRUSTEES, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE AND EMPLOYEE FILLS OUT A CONFLICT OF INTEREST FORM WHICH IS KEPT ON FILE. AT THE BEGINNING OF EACH MEETING, THE TRUSTEES ARE ASKED TO DISCLOSE ANY REAL OR PERCEIVED CONFLICTS. THESE ARE RECORDED AND THE PERSON ABSTAINS FROM VOTING ON ANY MATTER FOR WHICH A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE GOES INTO EXECUTIVE SESSION TO DISCUSS PERFORMANCE/EVALUATION OF EXECUTIVE DIRECTOR AND CONSIDERS ANY RAISES/BONUSES. THE BOARD CHAIR/PRESIDENT COMMUNICATES THE DECISION OF THE EXECUTIVE COMMITTEE TO THE EXECUTIVE DIRECTOR. EXECUTIVE DIRECTOR DOCUMENTS THE APPROVED SALARY AND BONUS, IF ANY, AND RETAINS RECORD IN PERMANENT FILE. A DESIGNATED TRUSTEE COMMUNICATES THE PAY RATE TO THE PAYROLL PROVIDER. COMPARATIVE SALARY DATA FROM OTHER NONPROFITS ARE REFERENCED. THE EXECUTIVE DIRECTOR'S PERFORMANCE IS PRIMARILY REVIEWED BY THE EXECUTIVE COMMITTEE; THE EXECUTIVE DIRECTOR'S PERFORMANCE IS ASSESSED AGAINST THE JOB DESCRIPTION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE AT WWW.GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE UNIVERSITY OF ALABAMA AT BIRMINGHAM 1070 AB CAMPUS ZIP 0110 1530 3RD AV BIRMINGHAM AL 352940110 636005396 EDUCATION, RESEARCH AND SERVICE AL 501(C)(3) LINE 2 0 UAB CALLAHAN EYE HOSPITAL HEALTH CARE AUTHORITY 1720 UNIVERSITY BLVD BIRMINGHAM AL 35233 630459034 SURGICAL EYE CARE AND PROFESSIONAL TRAINING AL 501(C)(3) LINE 3 0 COMMUNITY FOUNDATION OF GREATER BIRMINGHAM 2100 1ST AVE N STE 700 BIRMINGHAM AL 35203 636019864 SUPPORTING COMMUNITY NEEDS AL 501(C)(3) LINE 8 0 ALABAMA LIONS SIGN CONSERVATION ASSOCIATION 700 18TH ST S 401 BIRMINGHAM AL 35233 630340851 INDIGENT EYE CARE AL 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0