2025-03-27T15:29:07-05:00 2023-12-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2023-01-01 630142765 MOBILE AREA CHAMBER OF COMMERCE MOBI 2514318625 PO BOX 2187 MOBILE AL 36652 MICHI LUNCEFORD CHIEF FINANCIAL OFFICER 2514318625 2025-03-26 1 0 APRIL B BOUDREAUX P00288170 2513431200 2025-03-26 2023 2025-03-06 01:10:19Z MICHI LUNCEFORD PO BOX 2187 MOBILE AL 36652 6331532 0 X WWW.MOBILECHAMBER.COM X 1836 AL COMMUNITY AND ECONOMIC DEVELOPMENT 27 26 40 26 0 0 0 0 4909903 5618217 8826 46975 0 666340 4918729 6331532 0 0 0 0 2703685 3232190 0 0 0 2671350 2469913 5375035 5702103 -456306 629429 2016131 2639558 1596926 1590924 419205 1048634 X COMMUNITY AND ECONOMIC DEVELOPMENT 0 0 933566 2055241 MEMBERSHIP - PROVIDES SERVICES ON TOTAL RESOURCE DEVELOPMENT CAMPAIGNS, CUSTOMER SERVICE, HELP DESK SERVICES, GENERAL MEMBERSHIP PROJECTS AND COMMUNICATIONS WITH MEMBERS. 1697858 1882970 ECONOMIC DEVELOPMENT - PROGRAM TO PROVIDE SERVICES RELATED TO MARKETING THE MOBILE AREA WITH A VIEW TOWARDS ECONOMIC AND COMMUNITY DEVELOPMENT. 1266339 106961 COMMUNICATIONS - PROGRAMS AND ACTIVITIES TO GEAR THE PUBLIC AND CHAMBER MEMBERS TO PROMOTE THE MOBILE AREA THROUGH NATIONAL AND INTERNATIONAL PUBLIC RELATIONS. 371090 56393 SMALL BUSINESS DEVELOPMENT 254180 575974 COMMUNITY DEVELOPMENT 625270 632367 4523033 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 34 0 40 1 1 1 0 0 0 0 0 0 0 X 27 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL X MICHI LUNCEFORD 2514318625 PO BOX 2187 MOBILE AL 36652 WILLIAM BRYANT JR DIRECTOR 1.00 X 0 0 0 ROBIN HANES DIRECTOR 1.00 X 0 0 0 CLAYTON LEGEAR DIRECTOR 1.00 X 0 0 0 GEORGE TALBOT DIRECTOR 1.00 X 0 0 0 STEPHANIE PRESCOTT DIRECTOR 1.00 X 0 0 0 JOE STROUGH DIRECTOR 1.00 X 0 0 0 KIM GARRETT DIRECTOR 1.00 X 0 0 0 ERIC DUNCAN DIRECTOR 1.00 X 0 0 0 BRIAN JORDAN DIRECTOR 1.00 X 0 0 0 JAMIE TAPIA DIRECTOR 1.00 X 0 0 0 CINDIE CARTER DIRECTOR 1.00 X 0 0 0 SIDNEY KING DIRECTOR 1.00 X 0 0 0 ELISKA MORGAN DIRECTOR 1.00 X 0 0 0 PATRICK T MURPHY DIRECTOR 1.00 X 0 0 0 ELIZABETH STEVENS DIRECTOR 1.00 X 0 0 0 THOMAS M TAUL IV DIRECTOR 1.00 X 0 0 0 GIA WIGGINS DIRECTOR 1.00 X 0 0 0 MELISSA CROSS CHAIRMAN OF THE BOARD ELEC 1.00 X 0 0 0 CORA EATMON DIRECTOR 1.00 X 0 0 0 CARITA KOEN DIRECTOR 1.00 X 0 0 0 GINA MCKELLAR DIRECTOR 1.00 X 0 0 0 ENOCH SMITH DIRECTOR 1.00 X 0 0 0 CATHERINE SPANN BOARD COUNSEL 1.00 X 0 0 0 JANET COBB DIRECTOR 1.00 X 0 0 0 BRADLEY BYRNE PRESIDENT 40.00 X 374000 0 14991 MATT WHITE PAST CHAIR 1.00 X 0 0 0 BRENT BARKIN CHAIRMAN OF THE BOARD 1.00 X 0 0 0 DARRELL RANDLE VP OF SB 40.00 X 118999 0 3591 DAVID RODGERS VP ECONOMIC DEVELOPMENT 40.00 X 164549 0 7177 NANCY HEWSTON VP OF CGA 40.00 X 125246 0 19737 MICHAEL GALVIN VP OF MEMBERSHIP 40.00 X 117729 0 17164 LAURA O'CONNOR VP OF CD 40.00 X 110295 0 9874 1010818 0 72534 6 0 1 0 0 MEMBERSHIP DUES 541900 1876570 1876570 ECONOMIC DEVELOPMENT 541900 1782720 1782720 COMMUNITY DEVELOPMENT 541900 575974 575974 MOBILE COUNTY CONTRACT 541900 500000 500000 CITY OF MOBILE CONTRAC 541900 500000 500000 382953 382953 5618217 46975 46975 EMPLOYEE RETENTION TAX 541900 666340 666340 666340 6331532 6284557 0 46975 1170022 1010768 159254 1584249 1233049 351200 77158 61549 15609 210673 129799 80874 190088 151621 38467 44350 36123 8227 80354 80354 278627 278627 3955 2834 1121 217990 58240 159750 243799 160211 83588 136678 75766 60912 5475 5475 31446 31446 21888 2069 19819 PROGRAMS AND FUNCTIONS 804808 768683 36125 IN KIND GIFTS & SERVICE 163851 163851 GENERAL & SUPPLIES 162862 68543 94319 DUES & SUBSCRIPTIONS 119132 94255 24877 154698 141216 13482 5702103 4523033 1179070 0 533069 204334 592358 1415249 525866 892255 53802 3407 240291 121621 85455 118670 640 640 224941 5003 2016131 2639558 185802 211037 1142092 1308616 52494 69603 216538 1668 1596926 1590924 X 419205 1048634 419205 1048634 2016131 2639558 629429 0 X 0 1 X 1 0 0 0 0 1876570 110699 110699 150126 -39427 240291 121621 118670 118670 457(F) RETIREMENT PLAN 1668 1668 X 6377317 45785 45785 6331532 0 6331532 5747888 45785 45785 5702103 0 5702103 PART X, LINE 2: UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, THE CHAMBER IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME RESULTS FROM ADVERTISING REVENUE LESS RELATED EXPENSES. THE CHAMBER UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARD BOARD ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNTION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2023 AND 2022, THE CHAMBER HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 1 0 BRADLEY BYRNE PRESIDENT 364000 0 10000 0 0 0 14991 0 0 0 388991 0 0 0 DAVID RODGERS VP ECONOMIC DEVELOPMENT 163899 0 0 0 650 0 6826 0 351 0 171726 0 0 0 PART I, LINE 4B NEIL CHRISTOPHER: THE ORGANIZATION DID NOT CONTRIBUTE TO THE 457(F) PLAN IN 2023. MR. CHRISTOPHER LEFT THE ORGANIZATION IN 2023. HIS 457(F) PLAN BALANCE OF $10,006 WAS DISTRIBUTED. ROBERT CHAPPELLE: THE ORGANIZATION DID NOT CONTRIBUTE TO THE 457(F) PLAN IN 2023. MR. CHAPPELLE LEFT THE ORGANIZATION IN 2023, AND HIS 457(B) PLAN BALANCE OF $206,191 WAS TRANSFERRED TO ANOTHER PLAN. HIS 457(F) PLAN BALANCE OF $15,266 WAS ALSO DISTRIBUTED. DAVID RODGERS: THE ORGANIZATION CONTRIBUTED $4,994 TO THE 457(F) PLAN IN 2023. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIR APPOINTS A NOMINATING COMMITTEE CONSISTING OF HIMSELF, CHAIR OF THE BOARD-ELECT, IMMEDIATE PAST CHAIR, PRESIDENT AND CEO, AND THREE ADDITIONAL INDIVIDUALS WHO MAY BE EITHER PAST CHAIRMEN OR MEMBERS OF THE EXECUTIVE COMMITTEE DURING THE CURRENT OR PRECEDING THREE YEARS. THE NOMINATING COMMITTEE PREPARES AND SUBMITS A TICKET OF EIGHT CANDIDATES FROM DIVERSE AND VARIOUS TYPES OF BUSINESSES AND OCCUPATIONS. THIS TICKET SHALL BE PREPARED TO ASSURE THE ELECTION BY THE MEMBERSHIP EACH YEAR OF TWO INDIVIDUALS RESIDING IN THE MOBILE AREA, BUT HAVING THEIR PRINCIPAL PLACE OF BUSINESS OUTSIDE THE CORPORATE LIMITS OF THE CITY OF MOBILE. A COPY OF THE NOMINATING COMMITTEE'S REPORT SHALL BE PRESENTED TO THE MEMBERSHIP OF THE ORGANIZATION TO ALLOW THE MEMBERS TO NOMINATE ADDITIONAL CANDIDATES FOR DIRECTORS BY PETITION. EACH PETITION SHALL BEAR THE SIGNATURES OF AT LEAST TWENTY FIVE QUALIFIED MEMBERS IN GOOD STANDING OF THE CHAMBER AND MAY NOMINATE ANY NUMBER OF ADDITIONAL CANDIDATES UP TO EIGHT. SUCH PETITION SHALL BE FILED WITH THE NOMINATING COMMITTEE WITHIN TEN DAYS AFTER NOTICE HAS BEEN GIVEN OF THE NAMES OF THOSE NOMINATED BY THE NOMINATING COMMITTEE. IF NO PETITION IS FILED WITHIN THE DESIGNATED PERIOD, THE NOMINATIONS SHALL BE CLOSED AND THE NOMINATED SLATE OF EIGHT CANDIDATES SHALL BE DECLARED AND ELECTED BY THE BOARD OF DIRECTORS AT THEIR NEXT REGULAR MEETING. IF A LEGAL PETITION SHALL PRESENT ADDITIONAL CANDIDATES, THE NAMES OF ALL CANDIDATES SHALL BE ARRANGED ON A BALLOT TO IDENTIFY THOSE CANDIDATES NOMINATED BY THE NOMINATING COMMITTEE. THE PRESIDENT AND CEO SHALL CAUSE THIS BALLOT TO BE POSTED IN A PROMINENT POSITION IN THE CHAMBER OFFICE AND NOTICE SENT TO ALL ACTIVE MEMBERS AT LEAST FIFTEEN DAYS BEFORE THE REGULAR OCTOBER MEETING. THE BALLOT SHALL BE MARKED IN ACCORDANCE WITH THE INSTRUCTIONS PRINTED ON THE BALLOT AND RETURNED TO THE CHAMBER OFFICE WITHIN TEN DAYS. VOTING SHALL BE BY INDIVIDUAL MEMBERS ONLY AND ONLY ON THE OFFICIAL BALLOT APPROVED BY THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE. SUCH VOTE SHALL BE MAILED OR DELIVERED BY HAND TO THE CHAMBER OF COMMERCE OFFICE SEALED IN THE OFFICIAL ENVELOPE PROVIDED FOR SUCH PURPOSES. NO MEMBER SHALL CAST MORE THAN ONE BALLOT, AND ONLY INDIVIDUAL MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO VOTE. TO BE IN GOOD STANDING, MEMBERS MUST HAVE PAID ALL MEMBERSHIP DUES, WHICH ARE THEN DUE AND PAYABLE. THE CANDIDATES WHO RECEIVE THE HIGHEST NUMBER OF VOTES OF THOSE NOMINATED SHALL BE DECLARED TO BE THE WINNERS OF THE ELECTION AND MEMBERS OF THE BOARD FOR A PERIOD OF THREE YEARS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS ENGAGES A CERTIFIED PUBLIC ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND PREPARE IT FOR SUBMISSION TO THE IRS. THE FORM 990, ALONG WITH THE ANNUAL AUDITED FINANCIAL STATEMENTS, ARE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS AND THE PUBLIC AS REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH TERM, WE CONDUCT A DIRECTOR ORIENTATION WHEREBY OUR CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND CAREFULLY EXPLAINED. IT IS RARE THAT THERE WOULD BE AN OPPORTUNITY FOR A CONFLICT OF INTEREST AMONG OUR OFFICERS AND DIRECTORS. HOWEVER, ON THOSE RARE OCCASIONS WHEN THERE MAY BE A POTENTIAL FOR SUCH A CONFLICT, OUR DIRECTORS WOULD ABSTAIN FROM VOTING. THE BOARD LEGAL COUNSEL IS PRESENT DURING BOARD MEETINGS TO GUARD AGAINST SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAMBER'S COMPENSATION COMMITTEE IS COMPOSED OF THE CURRENT BOARD CHAIR, BOARD CHAIR ELECT, AND TWO TO THREE AGREED UPON EXECUTIVE COMMITTEE MEMBERS, ALL INDEPENDENT BUSINESS INDIVIDUALS, NONE OF WHICH ARE EMPLOYED BY THE CHAMBER IN ANY CAPACITY. COMPARABLE COMPENSATION DATA IS OBTAINED FROM EQUIVALENT CHAMBERS ACROSS THE U.S., AND OTHER SOURCES FOR COMPARABLE DUTIES, AS WELL AS AN IN-DEPTH REVIEW WITH THE PRESIDENT OF GOALS ACCOMPLISHED AND FUTURE PLANS, ALL ARE A PART OF THE PROCESS USED TO MAKE AN INDEPENDENT DECISION ON THE COMPENSATION FOR THE CHAMBER'S PRESIDENT. A WRITTEN REPORT IS THEN SENT TO THE CHAMBER'S CFO FROM THE COMPENSATION COMMITTEE WITH THEIR COMPENSATION DECISION FOR THE PRESIDENT. THE COMPENSATION COMMITTEE MAY ALSO MAKE A RECOMMENDATION FOR EMPLOYEE COMPENSATION BASED ON REVIEW OF JOB GRADES AND JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. MOBILE AREA CAHMBER OF COMMERCE FOUNDATION PO BOX 2187 MOBILE AL 36652 630753361 ASSIST MOBILE AREA CHAMBER AL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0