Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE ATLANTA WOMEN'S FOUNDATION INC
Employer identification number
58-2389721
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
3,032,026
973,348
893,925
1,311,180
1,435,480
7,645,959
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
194,091
65,690
96,900
71,240
123,680
551,601
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
3,226,117
1,039,038
990,825
1,382,420
1,559,160
8,197,560
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
1,471,100
548,690
332,995
470,550
914,194
3,737,529
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
3,334
3,334
c
Add lines 7a and 7b..
1,471,100
548,690
332,995
473,884
914,194
3,740,863
8
Public Support (Subtract line 7c from line 6.)
4,456,697
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
3,226,117
1,039,038
990,825
1,382,420
1,559,160
8,197,560
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
170,683
122,422
92,834
64,783
58,013
508,735
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
170,683
122,422
92,834
64,783
58,013
508,735
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
3,396,800
1,161,460
1,083,659
1,447,203
1,617,173
8,706,295
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
51.190 %
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
48.850 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
6.000 %
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
6.000 %
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE ATLANTA WOMEN'S FOUNDATION INC
Employer identification number
58-2389721
Identifier
Return Reference
Explanation
ADDITIONAL INFORMATION
FORM 990
FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE FOUNDATION (AWF) IS DEDICATED TO BREAKING THE GENERATIONAL CYCLE OF POVERTY FOR WOMEN AND GIRLS. AWF RAISES FUNDS FROM CORPORATIONS, FOUNDATIONS, AND INDIVIDUALS IN ORDER TO MAKE GRANTS IN THE FIVE-COUNTY ATLANTA AREA (COBB, CLAYTON, DEKALB, FULTON, GWINNETT) TO ORGANIZATIONS THAT: 1) REDUCE THE GENERAL CYCLE OF POVERTY BY REDUCING AT RISK BEHAVIORS, 2) PROMOTE SELF-SUFFICIENCY FOR WOMEN AND GIRLS BY INCREASING THEIR ACCESS TO SERVICES AND OPPORTUNITIES FOR ADVANCEMENT, 3) INCREASE THEIR ABILITY TO BE ECONOMICALLY SECURE AND SELF-RESPONSIBLE FOR THEIR FUTURE AND POSITIVELY CONTRIBUTE TO THE OVERALL ECONOMIC DEVELOPMENT AND WELL BEING OF OUR COMMUNITIES. FUNDED PROGRAMS ARE CAREFULLY SELECTED FOR THEIR SUSTAINABLE AND MEASURABLE IMPACT ON BREAKING THE GENERATIONAL CYCLE OF POVERTY IN HEALTHCARE, JOB SKILLS, DOMESTIC VIOLENCE, EDUCATION, TEEN PREGNANCY, HOMELESSNESS AND AFFORDABLE HOUSING, AFFORDABLE CHILD CARE, FINANCIAL LITERACY AND ASSET DEVELOPMENT. FORM 990, SUPPLEMENTAL INFORMATION DURING THE FISCAL YEAR 2011-12, THE FOUNDATION'S EXPENSES EXCEEDED REVENUE BY 49,550, WHICH INCLUDED EXPENSES ASSOCIATED WITH THE CORE PURPOSE OF THE FOUNDATION-GRANTMAKING. SINCE ITS INCEPTION IN 1998, THE FOUNDATION'S REVENUES HAVE EXCEEDED EXPENSES IN TOTAL BY 2,890,470. AS A FOUNDATION, WHOSE REVENUES ARE DERIVED FROM INDIVIDUAL AND CORPORATE DONORS, MONIES ARE OFTEN RESTRICTED BY DONOR INTENT AND THE NET LOSS/GAIN OF THE FINANCIAL STATEMENTS ARE AFFECTED BY THE TIMING OF REVENUES BEING RELEASED TO SUPPORT GRANT CYCLES. THE TIMING OF RECOGNIZING AND EXPENDING REVENUES WILL SOMETIMES REFLECT A NET LOSS, HOWEVER THE NET LOSS IS ACTUALLY DUE TO TEMPORARILY RESTRICTED FUNDS BEING RELEASED RATHER THAN BEING A TRUE LOSS. CURRENTLY THE FOUNDATION HAS A HEALTHY RESERVE AND INVESTMENT PORTFOLIO, WHICH REFLECTS POSITIVELY ON THE BALANCE SHEET. IN MID 2000, THE BOARD DESIGNATED 1 MILLION TO ASURE THAT THE FOUNDATION WOULD HAVE A HEALTHY RESERVE TO SUPPORT BOTH STAFF CAPACITY AND GRANT MAKING SHOULD WE EXPERIENCE AN ECONOMIC DOWNTURN. IN 2008, AT THE START OF THE ECONOMIC DOWNTURN, THE BOARD VOTED TO RELEASE THOSE FUNDS TO BE USED FOR THEIR ORIGINAL PURPOSE. THESE FUNDS HAVE BEEN USED MODERATELY TO SUPPORT THE FOUNDATION IN STRENGTHENING ITS OPERATION WITHOUT DIMINISHING ITS OVERALL INVESTMENT PORTFOLIO. THE POSITIVE RESULT OF THAT DECISION IS THAT THE FOUNDATION CONTINUES TO SEE THE FAVORABLE RESULTS OF STRINGENT EXPENSE CONTROLS AND CONCENTRATED FUNDRAISING. WE ANTICIPATE THAT WITH THE CONTINUATION OF IMPROVEMENTS IN THE ECONOMY AND THE CURRENT EFFORTS TOWARD FUNDRAISING AND INCREASING OPERATIONAL CAPACITY, THE FOUNDATION WILL ENHANCE ITS IMPACT ON BREAKING THE GENERATIONAL CYCLE OF POVERTY FOR WOMEN AND GIRLS.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
FORM 990, PAGE 1, PART I, LINE 6
THE FOUNDATION'S VOLUNTEERS PROVIDE ASSISTANCE AT EVENTS AS WELL AS PROFESSIONAL AND TECHNICAL EXPERTISE SERVING ON COMMITTEES AND THE BOARD, AND THE VOLUNTEERS PARTICIPATE IN THE FUNDRAISING PROCESS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
IN 2009, THE BOARD OF DIRECTORS APPROVED THE FOLLOWING PROCESS: THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND UPON CONSENSUS WILL RECOMMEND IT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL APPROVAL.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
AT THE BEGINNING OF EACH FISCAL YEAR, THE BOARD OF DIRECTORS ARE PROVIDED WITH A FORM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THESE FORMS ARE REVIEWED AND MONITORED BASED UPON BOARD INVOLVEMENT, SUCH AS MEMBERS WHO MAY SERVE ON THE GRANTMAKING COMMITTEE. IF THIS PRESENTS A CONFLICT, THE APPROPRIATE STEPS ARE TAKEN TO ADDRESS THE POTENTIAL CONFLICT.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
IN 2008, THE COMPENSATION FOR THE CEO WAS ESTABLISHED OR REVIEWED USING DATA FROM A CONSULTING FIRM AND APPROPRIATE OUTSIDE SOURCES. THE CEO WAS HIRED AS A RESULT OF AN EXTENSIVE PROCESS GUIDED BY A CONSULTING FIRM THAT SPECIALIZES IN THESE PLACEMENTS. THE COMPENSATION AMOUNT WAS REVIEWED AND DETERMINED TO BE IN LINE WITH COMPARABLE SALARIES AS PUBLISHED IN COMPENSATION STUDIES CONDUCTED BY A FOUNDATIONS SPECIALIZING IN COLLECTING THIS TYPE OF DATA.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
IN 2008, THE COMPENSATION FOR ALL VICE PRESIDENTS WAS ESTABLISHED OR REVIEWED USING DATA FROM A CONSULTING FIRM AND APPROPRIATE OUTSIDE SOURCES. THE VP OF PHILANTHROPY WAS HIRED AS A RESULT OF AN EXTENSIVE PROCESS GUIDED BY A CONSULTING FIRM THAT SPECIALIZES IN THESE PLACEMENTS. THE COMPENSATION AMOUNTS WERE REVIEWED AND DETERMINED TO BE IN LINE WITH COMPARABLE SALARIES AS PUBLISHED IN COMPENSATION STUDIES CONDUCTED BY A FOUNDATION SPECIALIZING IN COLLECTING THIS TYPE OF DATA.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. A SUMMARY OF THE FINANCIAL RESULTS ARE MADE AVAILABLE AS A PART OF THE ORGANIZATION'S ANNUAL REPORT AND POSTED ON THE WEBSITE. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE AWF WEBSITE.
OTHER CHANGES IN NET ASSETS EXPLANATION
FORM 990, PART XI, LINE 5
THE OTHER CHANGE IN NET ASSETS OR FUND BALANCES OF -28,605 CONSISTS OF UNREALIZED LOSSES OF 27,896 AND A GAIN ON DISPOSAL OF FIXED ASSETS OF 709.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.