2017-01-27T16:15:03-06:00 2016-10-31 631035228 Jackson Thornton & Co PC PO Box 96 Montgomery AL 361010096 990 2015-11-01 630598743 Southern Poverty Law Center Inc SOUT 3349568349 PO Box 548 Montgomery AL 36104 TEENIE HUTCHISON Secretary/Treasurer 3349568349 2017-01-11 1 LUCINDA S CHAPPELLE P00187613 3348347660 2017-01-04 2015 2021-01-29 14:40:06Z J Richard Cohen 403 WASHINGTON AVENUE MONTGOMERY AL 36104 138781720 0 X SPLCenter.org; teachingtolerance.org X 1971 AL THE CENTER IS DEDICATED TO FIGHTING HATE AND BIGOTRY AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. USING LITIGATION, EDUCATION, AND OTHER FORMS OF ADVOCACY, THE CENTER WORKS TOWARD THE DAY WHEN THE IDEALS OF EQUAL JUSTICE AND EQUAL OPPORTUNITY WILL BE A REALITY. 13 13 291 16 0 -3498 44968003 50297653 257244 1015215 8961159 6768375 81485 95256 54267891 58176499 0 0 0 0 18315037 20291678 2484614 2267045 9689461 24572190 23240763 45371841 45799486 8896050 12377013 338470618 353174928 23117551 24779836 315353067 328395092 X The Center is dedicated to fighting hate and bigotry and to seeking justice for the most vulnerable members of our society. Using litigation, education and other forms of advocacy, the Center works toward the day when the ideals of equal justice and equal opportunity will be a reality. 0 0 15138525 1014080 The Southern Poverty Law Center (SPLC) seeks justice by supporting victims of civil rights abuses and hate crimes, and promoting the civil and human rights of groups most affected by bias and discrimination in our society: minorities, immigrants, guest workers, children, the poor, and the LGBT community - both in the Deep South and nationwide. Its case docket focuses on holding hate groups accountable for murders and other violent acts committed by their members; ending workplace exploitation of immigrants; challenging unconstitutional or discriminatory laws and policies affecting immigrants, minorities and the LGBT community; and working to reform juvenile justice, mental health, and education systems that fail children and routinely push students out of classrooms and into the criminal justice system, disproportionately harming African-American and Latino students living in poverty. The SPLC attorneys focus on these critical civil rights issues from five SPLC offices in the Deep South. 15123307 30685 The SPLC's public information and education efforts seek to combat hate and bias in our society, expose extremism, and reduce discrimination and injustice. The SPLC provides information about hate groups and other extremists, their activities and their crimes to the public, law enforcement, policymakers, human rights organizations, and the media with the goal of preventing hate and extremism from entering the mainstream. The SPLC provides information and training materials to tens of thousands of law enforcement officers nationwide and conducts in-person training with thousands of officers per year. The SPLC also seeks to foster equality in the classroom and support tolerance education by providing award-winning, anti-bias materials to more than 400,000 teachers and schools nationwide. The SPLC educates the public on the structural causes, and impacts, of inequality and uses a multifaceted approach of community education, mobilization, media and legislative advocacy to combat bias and discrimination against minorities, immigrants, the poor, the LGBT community and other vulnerable members of society. All of the SPLC's work is provided free of charge. 30261832 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 640 0 291 1 1 1 1 CJ VI BD 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO X X TEENIE HUTCHISON 3349568349 403 WASHINGTON AVENUE MONTGOMERY AL 36104 ALAN HOWARD Director 0.00 X 0 0 0 MARSHA LEVICK Director 0.00 X 0 0 0 WILL LITTLE DIRector 0.00 X 0 0 0 JAMES MCELROY DIRECTOR 0.00 X 0 0 0 JAMES RUCKER DIRECTOR 0.00 X 0 0 0 ELLEN SUDOW DIRECTOR 0.00 X 0 0 0 LIDA ORZECK DIRECTOR 0.00 X 0 0 0 ELDEN ROSENTHAL director 0.00 X 0 0 0 henry solano director 0.00 X 0 0 0 bryan fair director 0.00 X 0 0 0 JOCELYN BENSON Director 0.00 X 0 0 0 BENNETT GRAU Director 0.00 X 0 0 0 HOWARD MANDELL DIRECTOR 0.00 X 0 0 0 RICHARD COHEN PRESIDENT/CEO 40.00 X 355140 0 47650 TEENIE HUTCHISON SECRETARY/TREASURER 40.00 X 158251 0 40975 LISA SAHULKA COO 40.00 X 188812 0 27377 MORRIS DEES CHIEF TRIAL COUNSEL 40.00 X 359592 0 46679 WENDY VIA CHIEF DEVELOPMENT & COMMUN 40.00 X 213934 0 44935 MARK POTOK SENIOR FELLOW 40.00 X 147821 0 31629 HEIDI BEIRICH DIRECTOR-INTEL PROJECT 40.00 X 148837 0 18144 RHONDA BROWNSTEIN LEGAL DIRECTOR 40.00 X 204116 0 46071 JAMES M KNOEPP SR. SUPERVISING ATTORNEY/GENERAL COUNSEL 40.00 X 140281 0 23509 1916784 0 326969 30 0 1 0 Grassroots Campaigns Inc 59 TEMPLE PLACE BOSTON MA 02111 CANVASSER 1803961 NAMES IN THE NEWS 180 Grand Ave Suite 1545 OAKLAND CA 94612 MAILING LIST & MERGE/PURGE SERVICES 560176 PLANETRISK INC 8280 GREENSBORO DRIVE MCLEAN VA 22102 BIG DATA PLATFORM AND CUSTOMIZATION 549210 TELEFUND INC P O BOX 120557 BOSTON MA 021120557 TELEMARKETING 244611 BLACKBAUD INC P O Box 930256 ATLANTA GA 311930256 DONOR DATABASE PROVIDER 215641 13 135609 50162044 2408760 50297653 COURT AWARDS 900099 1014080 1014080 SALE OF EDUCATIONAL MA 900099 1135 1135 1015215 648825 648825 65706 65706 86604897 64114 80549461 0 6055436 64114 6119550 6119550 85310 55760 29550 29550 58176499 1044765 0 6834081 1197837 573464 333556 290817 14466227 10899983 1404736 2161508 1228810 925881 119323 183606 2301637 1730522 224219 346896 1097167 826691 106540 163936 61808 61808 104552 104552 240956 240956 2267045 2267045 597402 597402 626074 138271 481991 5812 153039 153039 919558 690262 106816 122480 1054473 643164 125778 285531 1389606 1085571 147310 156725 491720 371449 76289 43982 603170 491945 53492 57733 49834 49834 1412499 1006078 128643 277778 373358 197021 146991 29346 education publications 5430207 4955915 42435 431857 POSTAGE & SHIPPING COST 3055188 1129847 737711 1187630 PRINTING & LETTERSHOP E 2433238 948702 545354 939182 case cost expense 1858217 1858217 2385864 1394854 253413 737597 45799486 30261832 5848193 9689461 X 6989987 2716298 1580981 2692708 921233 3462471 3741721 3453780 1287440 1407006 349426 215722 1467740 1470791 34439621 20653053 14648140 13786568 13242298 10094625 302812620 319283965 338470618 353174928 2078763 2446571 15000000 15000000 2139 828338 137600 152108 5899049 6352819 23117551 24779836 X 309333635 322288019 2447533 2535174 3571899 3571899 315353067 328395092 338470618 353174928 12377013 665012 0 X X 0 1 X 1 0 X 38759765 37503868 43667375 44968003 50297653 215196664 38759765 37503868 43667375 44968003 50297653 215196664 215196664 966425 1158395 1026871 921422 714531 4787644 164054 164054 220148362 3122959 0.97750 0.97510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39470 324360 363830 45435656 45799486 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 507181 337655 268793 363830 1477459 250000 250000 250000 250000 1000000 1500000 131982 16921 41482 39470 229855 0 1 X 302812620 10031491 7037252 597402 319283961 302825586 196737 431105 640808 302812620 281123473 1350000 21424702 492829 579760 302825586 245280476 1336210 35016595 509808 281123473 223794607 4987108 16953399 454638 245280476 0.98880 0.01120 0 0 669682 669682 25049294 13561626 11487668 113984 29550 84434 8453224 6908440 1544784 153437 153437 0 13786568 PRIVATE INVESTMENT FUNDS 319283965 F 319283965 GIFT ANNUITY & POOLED INCOME FUND LIABILITIES 6352819 6352819 58996331 665012 99060 55760 819832 58176499 0 58176499 45954306 99060 55760 154820 45799486 0 45799486 Part IV, Line 2b: An IOLTA trust account has been set up in a separate bank account to hold any money received on behalf of a client or a third party in a legal matter for distribution to designated recipients. The balance at the end of the year is $828,339. Part V, Line 4: The Center invests considering the long-term expected return on its funds which targets a diversified asset allocation made up of public and private equity, hedge funds, fixed income, and real estate to achieve its long-term return objectives within prudent risk constraints. The goal is to have an endowment large enough to sustain its current level of activities, to fund new projects and lawsuits as the need arises, and to protect the Center from inflation. Part XI, Line 2d - Other Adjustments: COST OF GOODS SOLD 55,760. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 55,760. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 FUNDRAISING East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 FUNDRAISING Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 FUNDRAISING North America - Canada and Mexico, but not the United States 0 0 FUNDRAISING North America - Canada and Mexico, but not the United States 0 0 Investing Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 FUNDRAISING South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Fundraising South Asia 0 0 Fundraising Russia and Neighboring States 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 PART IV, QUESTION 3 THE CENTER HAS OWNERSHIP IN SEVERAL FOREIGN CORPORATIONS. HOWEVER, THE CENTER'S OWNERSHIP PERCENTAGE IN THESE CORPORATIONS DOES NOT RISE TO THE LEVEL OF REPORTING ON THE FORM 5471. PART IV, QUESTION 4 THE CENTER IS AN INDIRECT OWNER IN SEVERAL PASSIVE FOREIGN INVESTMENT COMPANIES. THE DIRECT OWNER HAS PROPERLY REPORTED THESE INVESTMENTS ON FORM 8621. THEREFORE, THE CENTER DOES NOT HAVE A FILING REQUIREMENT. X X X X X X 1 GRASSROOTS CAMPAIGNS INC 1321 15TH STREET STE 100 DENVER CO 80202 CANVASSING 1 623596 1811174 -1187578 TELEFUND INC P O BOX 2366 DENVER CO 80201 TELEMARKETING 0 390887 241586 149301 HARRIS MARKETING GROUP 21250 CALIFA STREET STE 114 WOODLAND HILLS CA 91367 TELEMARKETING 0 256804 214127 42677 1271287 2266887 -995600 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X 1 1 X X X 1 0 0 0 0 0 0 0 0 RICHARD COHEN PRESIDENT/CEO 346218 0 0 0 8922 0 34600 0 13050 0 402790 0 0 0 TEENIE HUTCHISON SECRETARY/TREASURER 156390 0 0 0 1861 0 30256 0 10719 0 199226 0 0 0 LISA SAHULKA COO 188222 0 0 0 590 0 15058 0 12319 0 216189 0 0 0 MORRIS DEES CHIEF TRIAL COUNSEL 329560 0 0 0 30032 0 34600 0 12079 0 406271 0 0 0 WENDY VIA CHIEF DEVELOPMENT & COMMUN 213327 0 0 0 607 0 32533 0 12402 0 258869 0 0 0 MARK POTOK SENIOR FELLOW 142577 0 3432 0 1812 0 19248 0 12381 0 179450 0 0 0 HEIDI BEIRICH DIRECTOR-INTEL PROJECT 148201 0 0 0 636 0 11856 0 6288 0 166981 0 0 0 RHONDA BROWNSTEIN LEGAL DIRECTOR 200433 0 0 0 3683 0 32017 0 14054 0 250187 0 0 0 JAMES M KNOEPP SR. SUPERVISING ATTORNEY/GENERAL COU 139887 0 0 0 394 0 11191 0 12318 0 163790 0 0 0 Part I, Line 1a Dues for membership in a social (business luncheon) club is paid by the organization on behalf of the CEO/President for a de minimis cost to the center. It is used for business purposes. The organization pays 1/2 the cost of membership fees to a health club for every employee who chooses to participate in the health program. The amount is included in each employee's compensation. Part I, Line 4a Lisa Sahulka received a $10,000 severence payment for the fiscal year November 1, 2015-October 31, 2016 X 404 2408760 FMV 0 1 0 Form 990, Part VI, Section B, line 11 After Form 990 is prepared by an external accounting firm, Jackson Thornton, the return is thoroughly reviewed by our Secretary/Treasurer. The financial information and disclosures are examined and traced from internally prepared documents to the tax return to ensure completeness and accuracy. The 990 is then presented to the Audit Committee for review and approval before submission to the IRS. It is signed by our Secretary/Treasurer. Form 990, Part VI, Section B, line 12c Every year in April, board members, directors, officers, key employees, and other persons as designated by the Board or President sign a conflicts of interest acknowledgement statement certifying that they (1) have received a copy of the Conflicts Policy, (2) have read and understand the Conflicts Policy, (3) have agreed to comply with the Conflicts Policy, (4) have agreed to notify the Center of any potential conflicts in writing and (5) understand that the Center is a charitable organization and that in order to maintain its federal tax exemption, must engage primarily in activities which accomplish one or more of its stated tax-exempt purposes. Management reviews potential conflicts of interest and resolves the conflict or presents to the board of directors for resolution. Form 990, Part VI, Section B, line 15 The Center's bylaws call for the Board of Directors to set and determine, as reasonable, the salaries of the officers and co-founders. Comparative and independent data on like positions in similar organizations is gathered by the compensation committee. The compensation committee communicates proposed salaries to the finance committee. The finance committee reviews the salaries and recommends the salaries to the Board for approval. The Board of Directors approves salaries annually in October. Form 990, Part VI, Section C, line 19 The most current and updated copy of the Annual Report and Audited Financial Statements are posted on our web-site and are available for mailing to an individual or organization as requested. The By-Laws and Conflicts of Interest Policy are available to the public upon request. Form 990, Part XII, Line 2c This process has not changed since the prior year.