Civic Intelligence

The Mountain Brook Library Foundation

990 • Fiscal year 2017 • EIN 58-2094979

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 09, 2018

Organization ProfileWWW.EOLIB.ORG/FOUNDATION
50 Oak StreetMountain Brook, AL 35213

(205) 879-0492

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,988,376

Up $942,705 (+23%) from 2016

Net Assets

Up

$4,988,376

Up $942,705 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$795,589

Up $531,505 (+201%) from 2016

Expenses

Up

$137,114

Up $34,084 (+33%) from 2016

Net Income

Up

$658,475

Up $497,421 (+309%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$10M$5.0M$0Assets 2010: $3,090,395Liabilities 2010: $0Net Assets 2010: $3,090,3952010Assets 2011: $3,050,699Liabilities 2011: $0Net Assets 2011: $3,050,6992011Assets 2012: $3,340,819Liabilities 2012: $0Net Assets 2012: $3,340,8192012Assets 2013: $3,527,277Liabilities 2013: $0Net Assets 2013: $3,527,2772013Assets 2014: $3,918,195Liabilities 2014: $0Net Assets 2014: $3,918,1952014Assets 2015: $3,751,309Liabilities 2015: $0Net Assets 2015: $3,751,3092015Assets 2016: $4,045,671Liabilities 2016: $0Net Assets 2016: $4,045,6712016Assets 2017: $4,988,376Liabilities 2017: $0Net Assets 2017: $4,988,3762017Assets 2018: $5,178,675Liabilities 2018: $0Net Assets 2018: $5,178,6752018Assets 2019: $5,349,708Liabilities 2019: $0Net Assets 2019: $5,349,7082019Assets 2020: $6,130,715Liabilities 2020: $0Net Assets 2020: $6,130,7152020Assets 2021: $7,545,773Liabilities 2021: $0Net Assets 2021: $7,545,7732021Assets 2022: $6,377,019Liabilities 2022: $0Net Assets 2022: $6,377,0192022Assets 2023: $7,284,223Liabilities 2023: $0Net Assets 2023: $7,284,2232023Assets 2024: $9,006,984Liabilities 2024: $0Net Assets 2024: $9,006,9842024

Highlighted filing

2017

Assets$4,988,376
Liabilities$0
Net Assets$4,988,376
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$800K$600K$400K$200K$0Expenses 2010: $78,3412010Expenses 2011: $187,7792011Expenses 2012: $239,0352012Expenses 2013: $291,3462013Revenue 2014: $388,691Expenses 2014: $51,291Net Income 2014: $337,4002014Revenue 2015: $271,706Expenses 2015: $148,835Net Income 2015: $122,8712015Revenue 2016: $264,084Expenses 2016: $103,030Net Income 2016: $161,0542016Revenue 2017: $795,589Expenses 2017: $137,114Net Income 2017: $658,4752017Revenue 2018: $301,928Expenses 2018: $193,033Net Income 2018: $108,8952018Revenue 2019: $357,985Expenses 2019: $137,268Net Income 2019: $220,7172019Revenue 2020: $746,548Expenses 2020: $135,485Net Income 2020: $611,0632020Revenue 2021: $494,862Expenses 2021: $153,089Net Income 2021: $341,7732021Revenue 2022: $342,173Expenses 2022: $193,130Net Income 2022: $149,0432022Revenue 2023: $334,047Expenses 2023: $182,323Net Income 2023: $151,7242023Revenue 2024: $497,019Expenses 2024: $232,427Net Income 2024: $264,5922024

Highlighted filing

2017

Revenue$795,589
Expenses$137,114
Net Income$658,475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$795,589
Mission and Program Overview

Mission

To support the mission of the emmet o'neal library and to promote and strengthen the philanthropic, scientific, literary and educational activities of the library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,101,555$4,292,439▲ $1,190,884
Land, Buildings, and Equipment, Net$552,610$552,610→ $0
Cash and Non-Interest-Bearing Accounts$391,506$143,327▼ $248,179
Total Assets$4,045,671$4,988,376▲ $942,705
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,593,320$3,868,119▲ $274,799
Unrestricted Net Assets$164,417$876,753▲ $712,336
Temporarily Rstr Net Assets$287,934$243,504▼ $44,430
Total Net Assets Fund Balance$4,045,671$4,988,376▲ $942,705
Total Liabilities and Net Assets / Fund Balance$4,045,671$4,988,376▲ $942,705

Asset Categories

AssetBook ValueDepreciationBasis
Land$552,610-$552,610
Other Securities$4,292,439--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,130,371$624,116▲ $308,307-$4,062,794
2015$2,940,583$8,550▲ $181,238-$3,130,371
2014$2,775,803$13,070▲ $151,710-$2,940,583
2013$2,490,583$5,600▲ $279,620-$2,775,803
2012$2,160,157$10,315▲ $320,111-$2,490,583
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Da TynesBoard Member
David E RothBoard Member
Davis GoodsonBoard Member
Donald W PattonBoard Member
Elizabeth L MatthewsBoard Member
G Edward Cassady IiiBoard Member
James L Noles JrBoard Member
Julia GoyerBoard Member
Katherine ShepherdBoard Member
Kathleen RothBoard Member
Lavonda B KeelBoard Member
Lynn LloydBoard Member
Nancy GoedeckeBoard Member
Patsy DreherBoard Member
R William Pradat JrBoard Member
Rick SpragueBoard Member
Shannon JerniganBoard Member
Shaun D GrayBoard Member
Shelby JohnstonBoard Member
Susan DulinBoard Member
Lindsy GardnerEx-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$770,639
Program Service Revenue
$0
Investment Income
$24,950
Other Revenue
$0
All Other Contributions
$770,639
Change in Net Assets
$658,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$795,589
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$284,230
Total Revenue per Audited Statements
$1,079,819
Total Revenue per Form 990
$795,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$27,449--$27,449
Other Expenses$4,250--$4,250
Fees for Services Accounting-$4,030-$4,030
All Other Expenses$2,126$685-$2,811
Fees for Services Legal-$1,179-$1,179
Total Functional Expenses$131,220$5,894$0$137,114

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$137,114
Total Expenses per Audited Statements$137,114
Total Expenses per Form 990$137,114
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board for completeness and accuracy prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each board member is required to annually sign a statement which affirms that they have received a copy of the conflict of interest policy, have read and understands the policy, and agrees to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“All relative documents are available for public inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
The Mountain Brook Library Foundation
EIN
58-2094979
Phone
2058790492
Address
50 OAK STREET, MOUNTAIN BROOK, AL 35213

Signing Officer

Name
Lindsy Gardner
Title
Ex-officio
Phone
2058790492
Signed
2018-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsy Gardner
Formed
1993
Legal Domicile
Al
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Monty S Waites CPA
Phone
2058719973
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 900. Management and general expenses 0. Fundraising expenses 0. Total expenses 900. Investment fees: program service expenses 26,549. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,549.”

Financial Statement Notes

PART V, LINE 4:

“Funds are to be used as a supplement to basic services of the mountain brook library in the form of capital or special non-operating projects.”

PART X, LINE 2:

“The foundation has implemented the accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. As of september 30, 2017, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Previous open tax years may be subject to examination by taxing authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0795589
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt024950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03101555
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04292439
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0552610
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0552610
IRS990/LandBldgEquipCostOrOtherBssAmt0552610
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MISSION OF THE EMMET O'NEAL LIBRARY AND TO PROMOTE AND STRENGTHEN THE PHILANTHROPIC, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES OF THE LIBRARY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04045671
IRS990/NetAssetsOrFundBalancesEOYAmt04988376
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0284230
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PURCHASE OF MATERIALS
IRS990/OtherExpensesGrp/Desc1GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3LANDSCAPE/GARDEN
IRS990/OtherExpensesGrp/ProgramServicesAmt043663
IRS990/OtherExpensesGrp/ProgramServicesAmt138502
IRS990/OtherExpensesGrp/ProgramServicesAmt215230
IRS990/OtherExpensesGrp/ProgramServicesAmt34250
IRS990/OtherExpensesGrp/TotalAmt043663
IRS990/OtherExpensesGrp/TotalAmt138502
IRS990/OtherExpensesGrp/TotalAmt215230
IRS990/OtherExpensesGrp/TotalAmt34250
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03593320
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03868119
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDSY GARDNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216154
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt047930
IRS990/PYOtherExpensesAmt0103030
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0161054
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0103030
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0264084
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0658475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0795589
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001325
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0137114
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EMMET O'NEAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0137114
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03130371
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0624116
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04062794
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0308307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02940583
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08550
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03130371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02775803
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013070
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02940583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151710
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02490583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02775803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0279620
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02160157
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02490583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0320111
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0137114
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0552610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0552610
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0284230
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04292439
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NBC - MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0284230
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0795589
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE TO BE USED AS A SUPPLEMENT TO BASIC SERVICES OF THE MOUNTAIN BROOK LIBRARY IN THE FORM OF CAPITAL OR SPECIAL NON-OPERATING PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF SEPTEMBER 30, 2017, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0552610
IRS990ScheduleD/TotalBookValueSecuritiesAmt04292439
IRS990ScheduleD/TotalExpensesPerForm990Amt0137114
IRS990ScheduleD/TotalRevenuePerForm990Amt0795589
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01079819
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0137114
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO FILING.

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,988,376
Liabilities
$0
Net assets
$4,988,376
Revenue
$795,589
Expenses
$137,114
Net income
$658,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$0.50$0.23$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$0.33$0.18$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$0.34$0.19$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.49$0.15$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.75$0.14$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.36$0.14$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.00$5.18$0.30$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.80$0.14$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.26$0.10$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.15$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.39$0.05$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.19
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.08