2014-02-07T15:49:13-06:00 2013-10-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2012-11-01 630598743 SOUTHERN POVERTY LAW CENTER INC SOUT 3349568349 PO BOX 548 MONTGOMERY AL 36104 TEENIE HUTCHISON 3349568349 2014-02-03 1 LUCINDA S BOLLINGER P00187613 3348347660 2014-02-03 2012 2015-11-30 17:44:51Z J RICHARD COHEN 403 WASHINGTON AVENUE MONTGOMERY AL 36104 66935392 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. 10 10 271 17 0 -209371 38759765 37503868 157287 1219629 1390097 3895158 111219 123469 40418368 42742124 0 0 0 0 15844141 16527919 2218356 2537049 8797876 20174853 20961821 38237350 40026789 2181018 2715335 279420404 314344507 22865646 23139626 256554758 291204881 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 12901226 1218302 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. 13259237 37412 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 SPLCWORK IS PROVIDED FREE OF CHARGE. 26160463 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 1 666 0 271 1 1 1 1 CJ BD 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ 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 X X TEENIE HUTCHISON 3349568349 403 WASHINGTON AVENUE MONTGOMERY AL 36104 ELLEN SUDOW 0.00 X 0 0 0 HOWARD MANDELL 0.00 X 0 0 0 JAMES MCELROY 0.00 X 0 0 0 VANZETTA MCPHERSON 0.00 X 0 0 0 MARSHA LEVICK 0.00 X 0 0 0 JAMES RUCKER 0.00 X 0 0 0 ALAN HOWARD 0.00 X 0 0 0 RICHARD COHEN 40.00 X X 309785 0 40058 TEENIE HUTCHISON 40.00 X X 140472 0 28015 WILL LITTLE 0.00 X 0 0 0 LIDA ORZECK 0.00 X 0 0 0 ELDEN ROSENTHAL 0.00 X 0 0 0 HENRY SOLANO 0.00 X 0 0 0 BRYAN FAIR 0.00 X 0 0 0 JOSEPH J LEVIN JR 40.00 X 159655 0 30114 MORRIS DEES 40.00 X 316295 0 38432 WENDY VIA 40.00 X 158978 0 24140 DAVID UTTER 40.00 X 135318 0 27324 MARK POTOK 40.00 X 135508 0 27807 MARY BAUER 40.00 X 160298 0 30211 MARION CHARTOFF 40.00 X 122458 0 18298 MICHAEL TOOHEY 40.00 X 136986 0 11399 1775753 0 275798 22 1 1 0 GRASSROOTS CAMPAIGNS INC 1321 15TH STREET SUITE 100 DENVER CO 80202 TELEMARKETING 1901654 BLACKBAUD INC P O BOX 930256 ATLANTA GA 31193 DATA BASE PROVIDER 564047 TELEFUND INC P O BOX 2366 DENVER CO 80201 TELEMARKETING 457590 NAMES IN THE NEWS 180 GRAND AVE SUITE 1545 OAKLAND CA 94612 LIST RENTAL, MERGE/PURGE SERVICES 358383 BLPS CONTENT CONNECTIONS LLC 117 EAST GRAND STREET CHILTON WI 53014 WEBSITE/PORTAL DESIGN 222095 6 162213 37341655 800446 37503868 COURT AWARDS 900099 1218302 1218302 SALE OF EDUCATIONAL MA 900099 1327 1327 1219629 1071011 1071011 87384 87384 26992574 24124476 43951 2868098 -43951 2824147 2824147 60926 24841 36085 36085 42742124 1255714 0 3982542 1097382 622490 275435 199457 11666538 8733639 962581 1970318 1010163 756214 83346 170603 1803167 1349005 149574 304588 950669 711676 78438 160555 43617 43617 97368 97368 289639 289639 2537049 2537049 509808 509808 481480 100271 352937 28272 231300 231300 925189 719397 90830 114962 533395 379100 65925 88370 1160112 904334 113406 142372 419675 282299 103342 34034 386029 301040 31027 53962 29710 29710 1325550 1122696 69775 133079 251270 134907 95759 20604 EDUCATION PUBLICATIONS 4334583 3907523 25101 401959 PRINTING & LETTERSHOP E 3057478 1411769 855005 790704 POSTAGE & SHIPPING COST 2636086 1040748 770023 825315 CASE COST EXPENSE 1876999 1876999 2372533 1285417 265443 821673 40026789 26160463 5068450 8797876 X 8309820 2989145 1900763 3419912 3949884 2163188 3212533 3148690 643602 1486132 312979 347617 706409 1204746 33178551 17689227 16149108 15489324 9165413 9381337 245280476 281123473 279420404 314344507 1508970 1918731 15000000 15000000 518 18 6356158 6220877 22865646 23139626 X 250753626 286762187 3579233 2220795 2221899 2221899 256554758 291204881 279420404 314344507 2715335 31934788 0 X X 0 1 X 1 0 X 28808327 32773404 36125562 38759765 37503868 173970926 28808327 32773404 36125562 38759765 37503868 173970926 173970926 1818576 1294228 887214 966425 1158395 6124838 164054 164054 4475 7794 12269 180272087 2241415 0.96500 0.94270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131982 375199 507181 39519608 40026789 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 231752 337478 400660 507181 1477071 250000 250000 250000 250000 1000000 1500000 49588 13407 128243 131982 323220 0 1 X 245280476 1336210 35016595 509808 281123473 223794607 4987108 16953399 454638 245280476 216231251 735000 7278466 450110 223794607 189667327 552580 26406067 394723 216231251 156180777 4000505 29804458 318413 189667327 0.99210 0.00790 0 0 669682 669682 24862807 11556952 13305855 86680 57946 28734 7405945 5920892 1485053 153437 153437 0 15489324 PRIVATE INVESTMENT FUNDS 281123473 F 281123473 GIFT ANNUITY & POOLED INCOME FUND LIABILITIES 6220877 6220877 74838231 31934788 136478 24841 32096107 42742124 0 42742124 40188108 136478 24841 161319 40026789 0 40026789 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 $18. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 24,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 24,841. CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 FUNDRAISING MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING NORTH AMERICA 0 0 FUNDRAISING NORTH AMERICA 0 0 INVESTING SOUTH ASIA 0 0 FUNDRAISING SUB-SAHARAN AFRICA 0 0 FUNDRAISING SOUTH AMERICA 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 1 TELEFUND INC P O BOX 2366 DENVER CO 80201 TELEMARKETING 0 955341 458232 497109 GRASSROOTS CAMPAIGN INC 1321 15TH STREET STE 100 DENVER CO 80202 CANVASSING 1 770211 1926976 -1156765 HARRIS DIRECT 6800 OWENSMOUTH AVE 200 CANOGA PARK CA 91303 TELEMARKETING 0 162502 89251 73251 DONOR SERVICES GROUP 6715 W SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 91218 62568 28650 1979272 2537027 -557755 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 X 1 1 X X X 0 0 0 0 0 0 0 0 0 RICHARD COHEN 304818 0 0 0 4967 0 25000 0 15058 0 349843 0 0 0 TEENIE HUTCHISON 136772 0 2546 0 1154 0 13677 0 14338 0 168487 0 0 0 JOSEPH J LEVIN JR 158431 0 0 0 1224 0 15843 0 14271 0 189769 0 0 0 MORRIS DEES 290152 0 0 0 26143 0 25000 0 13432 0 354727 0 0 0 WENDY VIA 158077 0 0 0 901 0 15808 0 8332 0 183118 0 0 0 DAVID UTTER 133763 0 955 0 600 0 13376 0 13948 0 162642 0 0 0 MARK POTOK 134275 0 0 0 1233 0 13427 0 14380 0 163315 0 0 0 MARY BAUER 159705 0 0 0 593 0 15971 0 14240 0 190509 0 0 0 MICHAEL TOOHEY 80272 0 0 0 56714 0 8009 0 3390 0 148385 0 0 0 PART I, LINE 1A PERIODICALLY, THE SPOUSE OF THE CHIEF TRIAL COUNSEL ACCOMPANIES HIM ON TRIPS WHEN HER PRESENCE SUPPORTS THE BUSINESS PURPOSE. THIS OCCURS INFREQUENTLY AND AT DE MINIMIS COST TO THE CENTER. 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, INCLUDING THE CEO/PRESIDENT, COO, LEGAL DIRECTOR AND DIRECTOR INTELLIGENCE PROJECT,WHO CHOOSES TO PARTICIPATE IN THE HEALTH PROGRAM. THE AMOUNT IS INCLUDED IN EACH EMPLOYEE'S COMPENSATION. X 146 800446 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS WERE AMENDED TO ALLOW BOARD MEMBERS TO SERVE A THIRD THREE YEAR TERM. 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.