Civic Intelligence

The Mountain Brook Library Foundation

990 • Fiscal year 2019 • EIN 58-2094979

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 28, 2020

Organization ProfileWWW.EOLIB.ORG/SUPPORT-MBLF-2210
50 Oak StreetMountain Brook, AL 35213

(205) 879-0459

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

51st percentile

3.3%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,349,708

Up $171,033 (+3.3%) from 2018

Net Assets

Up

$5,349,708

Up $171,033 (+3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Up

$357,985

Up $56,057 (+19%) from 2018

Expenses

Down

$137,268

Down $55,765 (-29%) from 2018

Net Income

Up

$220,717

Up $111,822 (+103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$5,349,708
Liabilities$0
Net Assets$5,349,708
Open 2019 Filing

Operations Trend

Revenue Growth76th 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

2019

Revenue$357,985
Expenses$137,268
Net Income$220,717
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 28, 2020
Return Version
2018v3.1
Gross Receipts
$357,985
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.

The purpose of the mountain brook library foundation is to support the mission of the emmet o'neal library by delivering financial support for the goals and objectives as stated in the library strategic plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,453,058$4,531,269▲ $78,211
Land, Buildings, and Equipment, Net$552,610$552,610→ $0
Cash and Non-Interest-Bearing Accounts$173,007$265,829▲ $92,822
Total Assets$5,178,675$5,349,708▲ $171,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,081,105$4,084,275▲ $3,170
Unrestricted Net Assets$921,395$1,084,462▲ $163,067
Temporarily Rstr Net Assets$176,175$180,971▲ $4,796
Total Net Assets Fund Balance$5,178,675$5,349,708▲ $171,033
Total Liabilities and Net Assets / Fund Balance$5,178,675$5,349,708▲ $171,033

Asset Categories

AssetBook ValueDepreciationBasis
Land$552,610-$552,610
Other Securities$4,531,269--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,286,473$3,170▲ $95,556-$4,385,199
2017$4,062,794$16,175▲ $207,504-$4,286,473
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Kathryn LavenderFriends President
Lavonda B KeelPresident
James L Noles JrVice President
Alicia LewisBoard Member
Bryan BoudreauxBoard Member
D a TynesBoard Member
David E RothBoard Member
Gary LondonBoard Member
Julia GoyerBoard Member
Kurt HopperBoard Member
Lori WeilBoard Member
Patsy DreherBoard Member
Rick SpragueBoard Member
Shannon JerniganBoard Member
Susan DulinBoard Member
Susan ElliotBoard Member
Lindsy GardnerEx-officio Director
G Edward Cassady IiiSecretary
Elizabeth L MatthewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$180,388
Program Service Revenue
$0
Investment Income
$177,597
Other Revenue
$0
All Other Contributions
$180,388
Change in Net Assets
$220,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$326,730
Revenue Not Reported on Financial Statements
$31,255
Revenue Not Reported on Form 990
$-49,684
Total Revenue per Audited Statements
$277,046
Total Revenue per Form 990
$357,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,268
Total Fundraising Expense$2,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$31,255-$31,255
Fees for Services Other$12,500$300$600$13,400
Fees for Services Accounting-$12,100-$12,100
Other Expenses$5,735-$2,230$2,230
All Other Expenses$1,848$242-$2,090
Total Functional Expenses$90,541$43,897$2,830$137,268

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$137,268
Total Expenses per Audited Statements$106,014
Expenses per Audited Statements$106,013
Expenses Not Reported on Financial Statements$31,255
Expenses Not Reported on Form 990$1
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 understand 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
2058790459
Address
50 OAK STREET, MOUNTAIN BROOK, AL 35213

Signing Officer

Name
Lindsy Gardner
Title
Director
Phone
2058790459
Signed
2020-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsy Gardner
Formed
1993
Legal Domicile
Al
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3700 COLONNADE PARKWAY SUITE 300, BIRMINGHAM, AL 35243
Preparer
David Compher
Phone
2059337822
Supplemental Narrative

Financial Statement Notes

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, 2019, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Previous open tax years may be subject to examination by taxing authorities, from the 2016 return year to the present.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING”

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.”

Raw XML AppendixShowing 400 of 531 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0357985
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0177597
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0177597
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04453058
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04531269
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/MissionDesc0THE PURPOSE OF THE MOUNTAIN BROOK LIBRARY FOUNDATION IS TO SUPPORT THE MISSION OF THE EMMET O'NEAL LIBRARY BY DELIVERING FINANCIAL SUPPORT FOR THE GOALS AND OBJECTIVES AS STATED IN THE LIBRARY STRATEGIC PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05178675
IRS990/NetAssetsOrFundBalancesEOYAmt05349708
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-49684
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PURCHASE OF MATERIALS
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2LANDSCAPE/GARDEN
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt02230
IRS990/OtherExpensesGrp/ProgramServicesAmt063938
IRS990/OtherExpensesGrp/ProgramServicesAmt16520
IRS990/OtherExpensesGrp/ProgramServicesAmt25735
IRS990/OtherExpensesGrp/TotalAmt063938
IRS990/OtherExpensesGrp/TotalAmt16520
IRS990/OtherExpensesGrp/TotalAmt25735
IRS990/OtherExpensesGrp/TotalAmt32230
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04081105
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04084275
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDSY GARDNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0175065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0126863
IRS990/PYOtherExpensesAmt0193033
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0108895
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0193033
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0301928
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0220717
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0357985
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/SupportAmt090541
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EMMET O'NEAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt090541
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/BoardDesignatedBalanceEOYPct00.07000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04286473
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03170
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04385199
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt095556
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04062794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04286473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0207504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03130371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0624116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04062794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0308307
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02940583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03130371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02775803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013070
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02940583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151710
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt01
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt031255
IRS990ScheduleD/ExpensesSubtotalAmt0106013
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt031255
IRS990ScheduleD/InvestmentExpensesNotIncldAmt031255
IRS990ScheduleD/LandGrp/BookValueAmt0552610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0552610
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-49684
IRS990ScheduleD/OtherExpensesIncludedAmt01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04531269
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB - INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93000
IRS990ScheduleD/RevenueNotReportedAmt0-49684
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt031255
IRS990ScheduleD/RevenueSubtotalAmt0326730
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2019, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, FROM THE 2016 RETURN YEAR TO THE PRESENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDS 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0552610
IRS990ScheduleD/TotalBookValueSecuritiesAmt04531269
IRS990ScheduleD/TotalExpensesPerForm990Amt0137268
IRS990ScheduleD/TotalRevenuePerForm990Amt0357985
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0277046
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106014
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH 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 UNDERSTAND THE POLICY, AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL RELATIVE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,349,708
Liabilities
$0
Net assets
$5,349,708
Revenue
$357,985
Expenses
$137,268
Net income
$220,717
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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