Educational Foundation of the Shades Valley Rotary Club
Donations deductibleRevenue
$167k
year to 31 December 2024
Expenses
$64k
year to 31 December 2024
Total assets
$2.7m
$0 liabilities
Net assets
$2.7m
assets less liabilities
Directors and trustees
14
6.8 years on average
Staff
0
employees, year to 31 December 2024
Chair observed
≥6 yrs
John Feagin
Left since last filing
0
no seats appear to have opened
Educational Foundation of the Shades Valley Rotary Club's network
14 people6 organisationsi14 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Fred Rogers Chair | Chair Finance Committee | 2018 | 8 yrs |
| John Feagin Chair | Chairman | 2023 | 3 yrs |
| Carol Argo | Board Member | 2018 | 8 yrs |
| Carter Anthony | Investment Manager | 2020 | 6 yrs |
| Cecil Bostany | Board Member | 2018 | 8 yrs |
| Dean Drinkard | Board Member | 2018 | 8 yrs |
| John Beard | Board Member | 2018 | 8 yrs |
| John BO Porter (also filed as John Porter, John Porter) | Board Member | 2018 | 8 yrs |
| Jon Lewis | Ex Officio | 2023 | 3 yrs |
| Keith Sides | Board Member | 2018 | 8 yrs |
| Lindsy Gardner | Acting Secretary | 2023 | 3 yrs |
| Michael Gross | Treasurer | 2023 | 3 yrs |
| Paul Sharbel | Board Member | 2018 | 8 yrs |
| Steven Coleman (also filed as Steve Coleman, Steve Coleman) | Board Member | 2018 | 8 yrs |
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| John Feagin | President | since 2018 |
| Michael Gross | Treasurer | since 2018 |
| Robert Kracke | Company secretary | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John Feagin | Chairman | 1 | $0 | ||
| Lindsy Gardner | Acting Secretary | 1 | $0 | ||
| Michael Gross | Treasurer | 3 | $0 | ||
| Carter Anthony | Investment Manager | 1 | $0 | ||
| Fred Rogers | Chair Finance Committee | 1 | $0 | ||
| Carol Argo | Board Member | 0.5 | $0 | ||
| John Beard | Board Member | 0.5 | $0 | ||
| Cecil Bostany | Board Member | 0.5 | $0 | ||
| Steven Coleman | Board Member | 0.5 | $0 | ||
| Dean Drinkard | Board Member | 0.5 | $0 | ||
| John Bo Porter | Board Member | 0.5 | $0 | ||
| Paul Sharbel | Board Member | 0.5 | $0 | ||
| Keith Sides | Board Member | 0.5 | $0 | ||
| Jon Lewis | Ex Officio | 0.5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Educational Foundation of the Shades Valley Rotary Club
- EIN
- 237170170
- Address
- Po Box 530701, Birmingham, AL, 35253-0701
- State
- Alabama
- Mission
- To promote post-secondary education through the awarding of scholarships to qualified students. (as filed on the Form 990)
- Activity (NTEE)
- B82Z Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 1971
- Principal officer
- Michael Gross (as named on the Form 990)
- IRS ruling date
- 1 March 1972
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsFred Rogers
≥8years on the filingsCarol Argo
≥8years on the filingsCecil Bostany
≥8years on the filingsDean Drinkard
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.7m
- Total liabilities
- $0
- Net assets or fund balances
- $2.7m
- Contributions and grants received
- $14k
- Program service revenue
- $0
- Grants and similar paid out
- $61k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $167k | $64k | $104k |
As filed on the IRS Form 990. US dollars.