Birmingham Historical Society
- Assets
- $1.9m
- Revenue
- $179.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 07/1979
- Data as of
- 12/2021
- EIN
- 63-6050611
Organization Overview
Birmingham Historical Society is located in Birmingham, AL. The organization was established in 1979. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Birmingham Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Birmingham Historical Society generated $179.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $116.5k during the year ending 12/2021. While expenses have increased by 1.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
BIRMINGHAM HISTORICAL SOCIETY'S MISSION IS TO CELEBRATE BIRMINGHAM'S HISTORY THROUGH RESEARCH, PUBLISHING, AND EDUCATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROGRAM SERVICES INCLUDE EDUCATION ABOUT THE HISTORY AND HERITAGE OF OUR COMMUNITY. THIS IS ACCOMPLISHED THROUGH MULTIPLE VENUES INCLUDING FORMAL LECTURES DELIVERED AT THE ANNUAL MEETING AND OFTEN ACCOMPANIED BY THE RELEASE OF PUBLICATIONS, NEWSLETTERS, AND WEBSITE AND FACEBOOK POSTS ON DIVERSE TOPICS PUBLISHED AS INTEREST ARISES; VISITS TO EXPLORE HISTORIC HOMES ACCOMPANIED BY A PUBLISHED HISTORY OF THE PROPERTY AND ITS RECENT PRESERVATION; AND TALKS IN THE SOCIETY'S OFFICES AND IN THE DEMONSTRATION GARDEN THE SOCIETY MAINTAINS AT THE SLOSS FURNACES NATIONAL HISTORIC LANDMARK.
2021 PUBLICATION, THE CITY BEAUTIFUL, COMPLIMENTS OF G. WARD. THIS BOOK, PUBLISHED AND PROMOTED IN 2021, TELLS THE STORY OF MAYOR GEORGE WARD'S LIFE-LONG CAMPAIGN TO IMPROVE SANITARY CONDITIONS, ACQUIRE LAND FOR PARKS AND RECREATION, AND LED MANY OTHER CIVIC CAMPAIGNS TO IMPROVE BIRMINGHAM AS A LIVABLE URBAN ENVIRONMENT.
SALES OF PUBLICATIONS PRINTED IN PREVIOUS YEARS; CONTINUING MAINTENANCE OF DEMONSTRATION GARDEN; VARIOUS EXPENSES TO COMPLETE PUBLICATIONS AND PROJECTS STARTED IN EARLIER YEARS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Allison A Boone Treasurer | OfficerTrustee | 0.79 | $0 |
Kaydee E Breman Vice President | OfficerTrustee | 1 | $0 |
Pat Camp Vice-President | OfficerTrustee | 2 | $0 |
Marjorie L White Chairman | OfficerTrustee | 40 | $0 |
Julius Linn Jr Vice-President | OfficerTrustee | 2 | $0 |
Carol L Slaughter Secretary | OfficerTrustee | 2.42 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $77,338 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $27,669 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $105,007 |
| Total Program Service Revenue | $0 |
| Investment income | $40,485 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $22,621 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $8,891 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $179,544 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $6,235 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,450 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,394 |
| Fees for services: Other | $3,081 |
| Advertising and promotion | $0 |
| Office expenses | $12,698 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $9,720 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,923 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $466 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $116,490 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $102,102 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $393 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,070 |
| Net Land, buildings, and equipment | $14,519 |
| Investments—publicly traded securities | $1,795,288 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,914,372 |
| Accounts payable and accrued expenses | $439 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $439 |
| Net assets without donor restrictions | $1,580,675 |
| Net assets with donor restrictions | $333,258 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,914,372 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Birmingham Historical Society has recieved totaling $12,000.
| Awarding Organization | Amount |
|---|---|
The Community Foundation Of Greater Birmingham Birmingham, AL PURPOSE: GENERAL SUPPORT + SPECIAL PROGRAMS | $6,500 |
Ehney Addison Camp Jr And Mildred Fletcher Tillman Camp Foundation Birmingham, AL PURPOSE: GENERAL SUPPORT | $2,500 |
Daniel Foundation Of Alabama Birmingham, AL PURPOSE: CHARITABLE | $1,000 |
Dunn-French Foundation Birmingham, AL PURPOSE: TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
Lorol Roden Bowron Rediker Rucker Foundation Birmingham, AL PURPOSE: OPERATING SUPPORT OF ORGANIZATION | $500 |
Jones Family Fund Birmingham, AL PURPOSE: FOR HERITAGE EDUCATION PROGRAMS FOR CHILDREN AND ADULTS | $500 |
Endowment Analysis
| Beg. Balance | $1,612,119 |
| Earnings | $206,515 |
| Admin Expense | $9,832 |
| Net Contributions | $8,996 |
| Ending Balance | $1,817,798 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Heritage Foundation Of Williamson County Tn Franklin, TN | $23,589,168 | $5,101,900 |
Andrew Jackson Foundation Hermitage, TN | $11,010,285 | $4,320,645 |
Memphis Chapter For Preservation Of Tennessee Antiquities Nashville, TN | $7,377,257 | $4,193,595 |
Georgia Historical Society Savannah, GA | $30,611,121 | $5,575,417 |
Holocaust Documentation & Education Center Inc Dania Beach, FL | $7,248,445 | $3,037,559 |
Coastal Heritage Society Inc Savannah, GA | $3,223,503 | $3,680,449 |
Birmingham Landmarks Inc Birmingham, AL | $19,773,714 | $5,790,152 |
Alabama Historic Ironworks Commission Mccalla, AL | $4,360,177 | $2,386,256 |
Coastal Georgia Historical Society Inc St Simons Island, GA | $8,728,661 | $2,039,042 |
Preservation Foundation Of Palm Beach Inc Palm Beach, FL | $27,182,699 | $14,785,747 |
Key West Art & Historical Society Inc Key West, FL | $3,638,372 | $2,771,144 |
Historic Westville Inc Columbus, GA | $12,453,096 | $665,726 |