Civic Intelligence

Alabama Archives and History Foundation

990 • Fiscal year 2013 • EIN 30-0407154

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

PO Box 30010036130-0100

(334) 353-4692

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-360%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

1st percentile

-88%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$532,816

Down $4,011,491 (-88%) from 2012

Net Assets

Down

$532,816

Down $4,004,593 (-88%) from 2012

Liabilities

Down

$0

Down $6,898 (-100%) from 2012

Revenue

$1,111,489

No earlier filing loaded for comparison.

Expenses

Up

$5,116,082

Up $4,379,774 (+595%) from 2012

Net Income

-$4,004,593

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $3,829,966Liabilities 2011: $0Net Assets 2011: $3,829,9662011Assets 2012: $4,544,307Liabilities 2012: $6,898Net Assets 2012: $4,537,4092012Assets 2013: $532,816Liabilities 2013: $0Net Assets 2013: $532,8162013Assets 2014: $327,267Liabilities 2014: $445,935Net Assets 2014: -$118,6682014Assets 2015: $222,308Liabilities 2015: $164,303Net Assets 2015: $58,0052015Assets 2017: $427,096Liabilities 2017: $0Net Assets 2017: $427,0962017Assets 2019: $586,005Liabilities 2019: $0Net Assets 2019: $586,0052019Assets 2020: $557,312Liabilities 2020: $0Net Assets 2020: $557,3122020Assets 2021: $588,596Liabilities 2021: $0Net Assets 2021: $588,5962021Assets 2022: $486,859Liabilities 2022: $0Net Assets 2022: $486,8592022Assets 2024: $817,019Liabilities 2024: $0Net Assets 2024: $817,0192024

Highlighted filing

2013

Assets$532,816
Liabilities$0
Net Assets$532,816

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $882,8762011Expenses 2012: $736,3082012Revenue 2013: $1,111,489Expenses 2013: $5,116,082Net Income 2013: -$4,004,5932013Revenue 2014: $669,559Expenses 2014: $1,321,043Net Income 2014: -$651,4842014Revenue 2015: $450,566Expenses 2015: $273,893Net Income 2015: $176,6732015Revenue 2017: $127,651Expenses 2017: $32,343Net Income 2017: $95,3082017Revenue 2019: $111,689Expenses 2019: $29,245Net Income 2019: $82,4442019Revenue 2020: $31,357Expenses 2020: $60,050Net Income 2020: -$28,6932020Revenue 2021: $64,531Expenses 2021: $33,247Net Income 2021: $31,2842021Revenue 2022: $34,352Expenses 2022: $136,089Net Income 2022: -$101,7372022Revenue 2024: $452,235Expenses 2024: $160,547Net Income 2024: $291,6882024

Highlighted filing

2013

Revenue$1,111,489
Expenses$5,116,082
Net Income-$4,004,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$1,111,489
Mission and Program Overview

Mission

To raise funds to support the work of the alabama department of archives and history, alabama's state archival and museum agency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,581,032$528,580▼ $1,052,452
Savings and Temporary Cash Investments$2,963,275$4,236▼ $2,959,039
Total Assets$4,544,307$532,816▼ $4,011,491
Liabilities
Accounts Payable and Accrued Expenses$6,898--
Total Liabilities$6,898$0▼ $6,898
Net Assets / Fund Balance
Unrestricted Net Assets$4,537,409$532,816▼ $4,004,593
Total Net Assets Fund Balance$4,537,409$532,816▼ $4,004,593
Total Liabilities and Net Assets / Fund Balance$4,544,307$532,816▼ $4,011,491
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jm Jenkins IvPresident
Albert P BrewerBoard Member
Anna JamesBoard Member
Beth StukesBoard Member
Catherine J RandallBoard Member
David MatthewsBoard Member
Dd MartinBoard Member
Delores R BoydBoard Member
Dianne J BentleyBoard Member
Dudley ReynoldsBoard Member
Eddie L TullisBoard Member
Ernest H WuBoard Member
Frank M JohnstonBoard Member
Gillian W GoodrichBoard Member
Ginna B IngeBoard Member
Gordon G MartinBoard Member
Guice SlawsonBoard Member
Henry S LynnBoard Member
J Scott VowellBoard Member
Jack W WarnerBoard Member
James I Harrison JrBoard Member
James T StephensBoard Member
Jane P McdonaldBoard Member
Jimmy W RaneBoard Member
John D PeeblesBoard Member
John T OliverBoard Member
Joyce C HobbsBoard Member
Katherine BlountBoard Member
Kathryn HarbertBoard Member
Lee GewinBoard Member
Lee O MitchellBoard Member
Lynwood SmithBoard Member
Mason McgowinBoard Member
Nancy SmithBoard Member
Norman B DavisBoard Member
Ocllo S MaloneBoard Member
Odessa WoolfolkBoard Member
Ralph CookBoard Member
Rebecca D ByrneBoard Member
Robert S WeilBoard Member
Schley RutherfordBoard Member
Seth HammettBoard Member
Steve ShawBoard Member
Susan a LinnBoard Member
Therese G GreerBoard Member
Thomas E JerniganBoard Member
Thomas N CarruthersBoard Member
Val McgeeBoard Member
William D MeltonBoard Member
Wyatt R HaskellBoard Member
Yetta G SamfordBoard Member
Charles a StakelyExecutive Co
Elizabeth J LoweExecutive Co
M Taylor Dawson JrExecutive Co
Marsha G FolsomExecutive Co
Temple W Tutwiler IiiExecutive Co
Steve MurraySecretary
Daniel HughesTreasurer
Garland Cook SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,104,781
Program Service Revenue
$0
Investment Income
$6,708
Other Revenue
$0
All Other Contributions
$1,104,781
Change in Net Assets
$-4,004,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,974,082
Total Fundraising Expense$148,000
Professional Fundraising Fees$142,000
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,958,995$593-$4,959,588
Fees for Services Professional Fundraising--$142,000$142,000
Fees for Services Lobbying--$6,000$6,000
Travel-$5,889-$5,889
Occupancy-$2,400-$2,400
Conferences and Meetings$205--$205
Total Functional Expenses$4,959,200$8,882$148,000$5,116,082
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$142,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
30-0407154

Signing Officer

Name
Steve
Title
Murray
Signed
2014-11-17

Organization Details

Principal Officer
Steve Murray
Voting Board Members
59
Independent Board Members
59
Employees
0

Preparer

Preparer
James D Carmichael
Phone
3348347720
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Postage 0 320 0 office suppilies 0 93 0 development 0 0 0 bank charges 0 180 0 collection purchase/improve 0 0 0 donor cultivation/recognition 1,617 0 0 subscriptions 0 0 0 museum of alabama phase 1 0 0 0 museum of alabama phase 2 0 0 0 printing and copying 0 0 0 building repair 0 0 0 phase ii acquisitions 0 0 0 phase ii admin 0 0 0 phase ii design admin- prd 0 0 0 phase ii media production 0 0 0 phase ii research & honoraria 0 0 0 capital project expenditures 4,957,378 0 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE CO
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt38BOARD MEMBER
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