Civic Intelligence

Historic Mobile Preservation Society Inc

EIN 63-0401485 • 501(c)3 • Mobile, AL

Profile

To create tangible links to the past for the benefit of the present and future generations.

PO Box 6711Mobile, AL 36660

www.historicmobile.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

-0.9%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-21%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$184,710

Down $81,948 (-31%) from 2023

Liabilities

Down

$61

Down $48,411 (-100%) from 2023

Net Assets

Down

$184,649

Down $33,537 (-15%) from 2023

Revenue

Up

$140,838

Up $46,249 (+49%) from 2023

Expenses

Up

$179,891

Up $55,378 (+44%) from 2023

Net Income

Down

-$39,053

Down $9,129 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $305,514Liabilities 2011: $18,950Net Assets 2011: $286,5642011Assets 2012: $352,912Liabilities 2012: $18,167Net Assets 2012: $334,7452012Assets 2013: $413,795Liabilities 2013: $8,253Net Assets 2013: $405,5422013Assets 2014: $450,275Liabilities 2014: $7,129Net Assets 2014: $443,1462014Assets 2015: $375,695Liabilities 2015: $25,300Net Assets 2015: $350,3952015Assets 2016: $359,526Liabilities 2016: $25,458Net Assets 2016: $334,0682016Assets 2017: $375,199Liabilities 2017: $24,776Net Assets 2017: $350,4232017Assets 2018: $328,487Liabilities 2018: $5,383Net Assets 2018: $323,1042018Assets 2019: $344,200Liabilities 2019: $1,222Net Assets 2019: $342,9782019Assets 2020: $335,980Liabilities 2020: $35,148Net Assets 2020: $300,8322020Assets 2021: $341,246Liabilities 2021: $55,061Net Assets 2021: $286,1852021Assets 2022: $269,179Liabilities 2022: $21,069Net Assets 2022: $248,1102022Assets 2023: $266,658Liabilities 2023: $48,472Net Assets 2023: $218,1862023Assets 2024: $184,710Liabilities 2024: $61Net Assets 2024: $184,6492024

Highlighted filing

2024

Assets$184,710
Liabilities$61
Net Assets$184,649

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $189,253Expenses 2011: $131,934Net Income 2011: $57,3192011Expenses 2012: $174,9172012Revenue 2013: $279,607Expenses 2013: $208,900Net Income 2013: $70,7072013Revenue 2014: $284,056Expenses 2014: $246,537Net Income 2014: $37,5192014Revenue 2015: $98,023Expenses 2015: $190,774Net Income 2015: -$92,7512015Revenue 2016: $190,602Expenses 2016: $206,929Net Income 2016: -$16,3272016Revenue 2017: $179,546Expenses 2017: $163,191Net Income 2017: $16,3552017Revenue 2018: $159,377Expenses 2018: $186,695Net Income 2018: -$27,3182018Revenue 2019: $148,772Expenses 2019: $128,898Net Income 2019: $19,8742019Revenue 2020: $90,807Expenses 2020: $132,953Net Income 2020: -$42,1462020Revenue 2021: $86,167Expenses 2021: $100,814Net Income 2021: -$14,6472021Revenue 2022: $119,965Expenses 2022: $158,040Net Income 2022: -$38,0752022Revenue 2023: $94,589Expenses 2023: $124,513Net Income 2023: -$29,9242023Revenue 2024: $140,838Expenses 2024: $179,891Net Income 2024: -$39,0532024

Highlighted filing

2024

Revenue$140,838
Expenses$179,891
Net Income-$39,053

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.41$1.80$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.48$2.18$0.95$1.25$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.21$2.48$1.20$1.58$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.55$2.86$0.86$1.01$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.35$3.01$0.91$1.33$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.01$3.43$1.49$1.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.28$0.05$3.23$1.59$1.87$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.25$3.50$1.80$1.63$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.25$3.34$1.91$2.07$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.25$3.50$0.98$1.91$0.93
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.07$4.43$2.84$2.47$0.38
2013Summary only. Only limited summary data is available for this year.$4.14$0.08$4.06$2.80$2.09$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.18$3.35$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.19$2.87$1.89$1.32$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$154,572
Mission and Program Overview

Mission

To create tangible links to the past for the benefit of the present and future generations.

To advocate for and promote the historic preservation of the local community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$223,702$184,649▼ $39,053
Land, Buildings, and Equipment, Net$123,774$96,516▼ $27,258
Cash and Non-Interest-Bearing Accounts$100,391$88,194▼ $12,197
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$224,165$184,710▼ $39,455
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$463$61▼ $402
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$463$61▼ $402
Net Assets / Fund Balance
Total Net Assets Fund Balance$223,702$184,649▼ $39,053
Total Liabilities and Net Assets / Fund Balance$224,165$184,710▼ $39,455

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$96,516$652,951$749,467

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$76,385$0▲ $4,458$0$80,364
2023$61,604$0▲ $19,169$0$76,385
2022$61,604$0→ $0$0$61,604
2021$61,604$0→ $0$0$61,604
2020$61,604$0→ $0$0$61,604
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephanie RichardsonPresident
David ReevesVice President
Bob AllenDirector
Gaston IrbyDirector
Roy IsbellDirector
Tance BeechDirector
Taylor CoxDirector
Tom McGeheeSecretary
Greg ReynoldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,049
Program Service Revenue
$44,843
Investment Income
$0
Other Revenue
$3,946
All Other Contributions
$77,068
Change in Net Assets
$-39,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,468
Salaries, Compensation, and Employee Benefits$60,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,657$0$0$55,657
Occupancy$29,384$0$0$29,384
Depreciation Depletion$27,258$0$0$27,258
Office Expenses$18,012$0$0$18,012
Insurance$0$10,719$0$10,719
Payroll Taxes$4,766$0$0$4,766
Fees for Services Accounting$0$4,400$0$4,400
Advertising$1,185$0$0$1,185
Total Functional Expenses$164,772$15,119$0$179,891
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,838
Fundraising Gross Income$11,838
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T-Shirt Sale$12,307$7,758$7,758$0
Columns and Cocktails$7,270$4,080$0$4,080
Total Events$19,577$11,838$11,838$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 1

Members are from the business community.

Part VI, Line 7A

Officers Members of the Board are elected by membership

Part VI, Line 7B

Changes to by-laws must be approved by membership at Board Meetings

Part VI, Line 12C

The organization has a conflict of interest policy that is presented annually for review and approval. Each member is proved a copy of the document and requested to return a signed statement

Part VI, Line 19

The organization provides documents which are required to be provided to the general public upon request

Filing and Contact Details

Filer

Filer Name
Historic Mobile Preservation Society Inc
EIN
63-0401485
In Care Of
% Stephanie Richardson
Phone
2514321281
Address
PO Box 6711, Mobile, AL 36660

Signing Officer

Name
Stephanie Richardson
Title
President
Signed
2025-05-14

Organization Details

Principal Officer
Stephanie Richardson
Formed
1935
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
0
Supplemental Narrative

Additional Explanations

Part XII, Line 1

HMPS uses the cash method of accounting

Financial Statement Notes

Part III, line 1A

In conformity with the practice followed by most museums the societys financial statements exclude the value of collection objects and library holdings and no determination has been made to the aggregate value of such items

Part III, line 4

The organization preserves records books documents and pictures related to the local areas history. Many items are sotred by the society and are available for research by the public

Part V, line 4

The friends of Oakleigh endowment fund which is a trust fund established with the Community Foundation of South Alabama periodically distributes income earned to the society to assist with capital improvements to the Oakleigh House Museum.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Stephanie Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm1David Reeves
IRS990/Form990PartVIISectionAGrp/PersonNm2Tom McGehee
IRS990/Form990PartVIISectionAGrp/PersonNm3Greg Reynolds
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IRS990/Form990PartVIISectionAGrp/PersonNm6Taylor Cox
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IRS990/Form990PartVIISectionAGrp/PersonNm8Gaston Irby
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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