Civic Intelligence

The Mountain Brook Library Foundation

990 • Fiscal year 2024 • EIN 58-2094979

Oct 01, 2023 to Sep 30, 2024 • Filed on Apr 02, 2025

Organization ProfileONEALLIBRARY.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

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,006,984

Up $1,722,761 (+24%) from 2023

Net Assets

Up

$9,006,984

Up $1,722,761 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin91st percentile

Revenue

Up

$497,019

Up $162,972 (+49%) from 2023

Expenses

Up

$232,427

Up $50,104 (+27%) from 2023

Net Income

Up

$264,592

Up $112,868 (+74%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2024

Assets$9,006,984
Liabilities$0
Net Assets$9,006,984
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$497,019
Expenses$232,427
Net Income$264,592
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 2, 2025
Return Version
2023v6.0
Gross Receipts
$497,019
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 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$6,547,179$6,335,905▼ $211,274
Savings and Temporary Cash Investments$145,311$2,078,993▲ $1,933,682
Land, Buildings, and Equipment, Net$552,610$552,610→ $0
Cash and Non-Interest-Bearing Accounts$39,123$39,476▲ $353
Total Assets$7,284,223$9,006,984▲ $1,722,761
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,945,240$5,669,533▲ $1,724,293
Net Assets With Donor Restrictions$3,338,983$3,337,451▼ $1,532
Total Net Assets Fund Balance$7,284,223$9,006,984▲ $1,722,761
Total Liabilities and Net Assets / Fund Balance$7,284,223$9,006,984▲ $1,722,761

Asset Categories

AssetBook ValueDepreciationBasis
Land$552,610-$552,610
Other Securities$6,335,905--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,569,979-▲ $1,609,474-$7,179,453
2022$4,716,918$100▲ $852,961-$5,569,979
2021$5,921,600$150▼ $1,204,832-$4,716,918
2020$4,687,330$2,661▲ $1,231,609-$5,921,600
2019$4,385,199$8,100▲ $294,031-$4,687,330
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Lauren HayesFriends President
Susan W DulinPresident
Edward Cassady IiiVice-president
Brad PowellBoard Member
Claiborne MorrisBoard Member
Da TynesBoard Member
Derek BeldenBoard Member
Gary M LondonBoard Member
J Bryan BoudreauxBoard Member
Jera StriblingBoard Member
Julia M GoyerBoard Member
Kitty Rogers BrownBoard Member
Mary F SamuelsBoard Member
Mary Jane GillumBoard Member
Patti Callahan HenryBoard Member
Vicki S DanielsBoard Member
Lindsy GardnerDirector
Patsy D DreherSecretary
Alicia B LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$303,500
Program Service Revenue
$0
Investment Income
$193,509
Other Revenue
$10
All Other Contributions
$303,500
Change in Net Assets
$264,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$454,880
Revenue Not Reported on Financial Statements
$42,139
Revenue Not Reported on Form 990
$1,458,169
Total Revenue per Audited Statements
$1,913,049
Total Revenue per Form 990
$497,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,427
Total Fundraising Expense$19,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$61,749-$61,749
Office Expenses$43,905--$43,905
Fees for Service Investment Mgmnt Fees-$42,139-$42,139
Advertising--$19,041$19,041
Fees for Services Accounting-$12,150-$12,150
Occupancy$5,735--$5,735
Other Expenses$44,941$1,200-$1,200
Total Functional Expenses$94,581$118,805$19,041$232,427

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$232,427
Expenses per Audited Statements$190,288
Total Expenses per Audited Statements$190,288
Expenses Not Reported on Financial Statements$42,139
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 35% controlled entity
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
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsy Gardner
Formed
1993
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Haley & Woods Llp
Address
4220 CAHABA HEIGHTS COURT SUITE 201, BIRMINGHAM, AL 35243
Preparer
Jessica Woods
Phone
2052771529
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 0. Management and general expenses 61,749. Fundraising expenses 0. Total expenses 61,749.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is organized as an alabama nonprofit corporation and has been recognized by the irs as exempt from federal income taxes under irc section 501(a) as an organization described in irc section 501(c)(3), qualifies for the charitable contribution deduction, and has been determined not to be a private foundation. The foundation is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, it is subject to income tax on net income that is derived from business activities that are unrelated to the foundation's exempt purposes. The foundation has determined that it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs.”

Part V, Line 4

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

Raw XML AppendixShowing 400 of 530 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE MOUNTAIN BROOK LIBRARY FOUNDATION IS TO SUPPORT THE MISSION OF THE O'NEAL LIBRARY BY DELIVERING FINANCIAL SUPPORT FOR THE GOALS AND OBJECTIVES AS STATED IN THE LIBRARY STRATEGIC PLAN.
IRS990/AdvertisingGrp/FundraisingAmt019041
IRS990/AdvertisingGrp/TotalAmt019041
IRS990/AllOtherContributionsAmt0303500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDSY GARDNER
IRS990/BooksInCareOfDetail/PhoneNum02058790459
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 OAK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNTAIN BROOK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035213
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt039123
IRS990/CashNonInterestBearingGrp/EOYAmt039476
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0303500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0193509
IRS990/CYOtherExpensesAmt0232427
IRS990/CYOtherRevenueAmt010
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0264592
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0232427
IRS990/CYTotalFundraisingExpenseAmt019041
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0497019
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE OBJECTIVE OF THE FOUNDATION IS TO DEFINE THE SCOPE AND APPROPRIATENESS OF THE GRANTS; TO PRESERVE AND BUILD THE ASSETS OF THE FOUNDATION AND PROTECT THE PURCHASING POWER OF DONOR'S GIFTS; TO PROVIDE PREDICTABILITY FOR THE FOUNDATION'S ANNUAL GRANTMAKING BUDGET; TO SET POLICIES WITH RESPECT TO THE FOUNDATION'S SPENDING FOR GRANTS, GOODS AND SERVICES, ADMINISTRATIVE FEES, AND ANY OTHER EXPENSES ASSOCIATED WITH THE MANAGEMENT OF THE FOUNDATION AND ITS ASSETS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03338983
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03337451
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt094581
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012150
IRS990/FeesForServicesAccountingGrp/TotalAmt012150
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt061749
IRS990/FeesForServicesOtherGrp/TotalAmt061749
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt042139
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt042139
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0ALICIA B LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRAD POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAIBORNE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3PATTI CALLAHAN HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY JANE GILLUM
IRS990/Form990PartVIISectionAGrp/PersonNm5KITTY ROGERS BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6DEREK BELDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN W DULIN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY F SAMUELS
IRS990/Form990PartVIISectionAGrp/PersonNm9EDWARD CASSADY III
IRS990/Form990PartVIISectionAGrp/PersonNm10LAUREN HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDSY GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm12JULIA M GOYER
IRS990/Form990PartVIISectionAGrp/PersonNm13DA TYNES
IRS990/Form990PartVIISectionAGrp/PersonNm14GARY M LONDON
IRS990/Form990PartVIISectionAGrp/PersonNm15J BRYAN BOUDREAUX
IRS990/Form990PartVIISectionAGrp/PersonNm16VICKI S DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm17PATSY D DREHER
IRS990/Form990PartVIISectionAGrp/PersonNm18JERA STRIBLING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10FRIENDS PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0497019
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0193509
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0193509
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06547179
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06335905
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 O'NEAL LIBRARY BY DELIVERING FINANCIAL SUPPORT FOR THE GOALS AND OBJECTIVES AS STATED IN THE LIBRARY STRATEGIC PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07284223
IRS990/NetAssetsOrFundBalancesEOYAmt09006984
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01458169
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03945240
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05669533
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05735
IRS990/OccupancyGrp/TotalAmt05735
IRS990/OfficeExpensesGrp/ProgramServicesAmt043905
IRS990/OfficeExpensesGrp/TotalAmt043905
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM & SPECIAL EVENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2GRAPHIC DESIGN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11200
IRS990/OtherExpensesGrp/ProgramServicesAmt044941
IRS990/OtherExpensesGrp/TotalAmt044941
IRS990/OtherExpensesGrp/TotalAmt11567
IRS990/OtherExpensesGrp/TotalAmt21200
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010
IRS990/OtherRevenueTotalAmt010
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDSY GARDNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0197469
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0136568
IRS990/PYOtherExpensesAmt0182323
IRS990/PYOtherRevenueAmt010
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0151724
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0182323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0334047
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0264592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145311
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02078993
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/SupportAmt094581
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0O'NEAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt094581
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/BeginningYearBalanceAmt05569979
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07179453
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01609474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04716918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05569979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0852961
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05921600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04716918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1204832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04687330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05921600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01231609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04385199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04687330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0294031
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt042139
IRS990ScheduleD/ExpensesSubtotalAmt0190288
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042139
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042139
IRS990ScheduleD/LandGrp/BookValueAmt0552610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0552610
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01458169
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06335905
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01458169
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt042139
IRS990ScheduleD/RevenueSubtotalAmt0454880
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS ORGANIZED AS AN ALABAMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDS ARE TO BE USED AS A SUPPLEMENT TO BASIC SERVICES OF THE O'NEAL LIBRARY IN THE FORM OF CAPITAL OR SPECIAL NON-OPERATING PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0552610
IRS990ScheduleD/TotalBookValueSecuritiesAmt06335905
IRS990ScheduleD/TotalExpensesPerForm990Amt0232427
IRS990ScheduleD/TotalRevenuePerForm990Amt0497019
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01913049
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0190288
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,006,984
Liabilities
$0
Net assets
$9,006,984
Revenue
$497,019
Expenses
$232,427
Net income
$264,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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