Civic Intelligence

Historic Mobile Preservation Society Inc.

990 • Fiscal year 2016 • EIN 63-0401485

Jun 01, 2015 to May 31, 2016 • Filed on Jan 09, 2017

Organization ProfileWWW.HISTORICMOBILE.ORG
300 Oakleigh PlaceMobile, AL 36604

(251) 432-6161

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-8.6%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$359,526

Down $16,169 (-4.3%) from 2015

Net Assets

Down

$334,068

Down $16,327 (-4.7%) from 2015

Liabilities

Up

$25,458

Up $158 (+0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin25th percentile

Revenue

Up

$190,602

Up $92,579 (+94%) from 2015

Expenses

Up

$206,929

Up $16,155 (+8.5%) from 2015

Net Income

Up

-$16,327

Up $76,424 (+82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2016

Assets$359,526
Liabilities$25,458
Net Assets$334,068
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$190,602
Expenses$206,929
Net Income-$16,327
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$191,792
Mission and Program Overview

Mission

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

The organization's mission is to advocate for and promote historic preservation in the community through educational programs, field tours, workshops, lectures and publications. The organization works with area schools to promote the oakleigh historic complex and maintains archives which house books, family papers, photographs, maps, memorabilia and artifacts from mobile's past.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$311,961$302,046▼ $9,915
Cash and Non-Interest-Bearing Accounts$56,261$54,801▼ $1,460
Inventories for Sale or Use$7,473$2,679▼ $4,794
Total Assets$375,695$359,526▼ $16,169
Liabilities
Unsecured Notes Loans Payable$24,295$23,818▼ $477
Other Liabilities$1,005$1,640▲ $635
Total Liabilities$25,300$25,458▲ $158
Net Assets / Fund Balance
Unrestricted Net Assets$299,475$302,702▲ $3,227
Temporarily Rstr Net Assets$50,920$31,366▼ $19,554
Total Net Assets Fund Balance$350,395$334,068▼ $16,327
Total Liabilities and Net Assets / Fund Balance$375,695$359,526▼ $16,169

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$285,628$423,532-
Land$16,418--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$65,399-▼ $890-$60,736
2014$64,202-▲ $1,197-$65,399
2013$61,908-▲ $2,294-$64,202
2012$56,377-▲ $5,531-$61,908
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Erica McelhaneyPresident
Hodge AlvesVice President
Barbara FilionDirector
Bob AllenDirector
Cart BlackwellDirector
Chris S KingDirector
David NewellDirector
Dr Kern JacksonDirector
J Day PeakeDirector
Jennifer RoseliusDirector
Lynda G FinleyDirector
Mia Burmeister-lawsDirector
Paul ShetakDirector
Robin RobertsDirector
Stephen MayDirector
Taylor AtchisonDirector
Stacey KillingsworthSecretary
Lesley BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,940
Program Service Revenue
$23,529
Investment Income
$0
Other Revenue
$6,133
All Other Contributions
$113,360
Change in Net Assets
$-16,327

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,635
Salaries, Compensation, and Employee Benefits$56,263
Grants and Similar Amounts Paid$26,031
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,592--$47,592
Grants to Domestic Orgs$26,031--$26,031
All Other Expenses$11,904$5,549-$17,453
Insurance$11,592$1,008-$12,600
Depreciation Depletion$9,915--$9,915
Other Expenses$9,650$4,595-$9,650
Fees for Services Accounting-$9,027-$9,027
Payroll Taxes$8,671--$8,671
Conferences and Meetings-$3,003-$3,003
Office Expenses-$2,741-$2,741
Interest-$1,543-$1,543
Total Functional Expenses$179,463$27,466$0$206,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Barton FoundationMobile, AL501(c)(3)To Assist the Organization in Advocating and Promoting Historic Preservation in the Community$26,031
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$30,238---
Total Events$30,238---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lesley BakerTreasurerAccounting and Tax Return Preparation Fees Paid to Russell Thompson Butler & Houston, Llp (rtbh). Treasurer, Lesley Baker, Is an Employee of Rtbh.No$2,900
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$1,634
Sales Tax Payable$6
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 family members
No
Business relationship with organization members
Yes
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

Form 990, Part VI, Section A, Line 6

“Members are from the business community.”

Form 990, Part VI, Section A, Line 7A

“Officers/members of the board are elected by membership”

Form 990, Part VI, Section A, Line 7B

“Changes to by-laws must be approved by membership at board meetings.”

Form 990, Part VI, Section B, Line 11

“The organization has a firm of certified public accountants assist in the preparation of the form 990. The treasurer of the organization is employed by this cpa firm and, therefore, is not an independent voting member. The form 990 is presented to the full board for approval. Each member is provided an opportunity to obtain a copy and present any questions or requests for additional information.”

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

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

Form 990, Part VI, Section C, 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
Phone
2514326161
Address
300 OAKLEIGH PLACE, MOBILE, AL 36604

Signing Officer

Name
David Newell
Title
President
Phone
2514326161
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Newell
Formed
1935
Legal Domicile
Al
Voting Board Members
18
Independent Board Members
17
Employees
9
Volunteers
5

Preparer

Firm
Russell Thompson Butler & Houston
Address
P O BOX 70106, MOBILE, AL 36670
Preparer
Glenn W Brown Iii
Phone
2514735550
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“In conformity with the practice followed by most museums, the society's financial statements exclude the value of the collection objects and library holdings, and no determination has been made as to the aggregate value of such items.”

PART III, LINE 4:

“The organization preserves records, books, documents and pictures related to the local area's history. Many items are stored 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030238
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt026031
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026031
IRS990/GrantsToDomesticOrgsGrp/TotalAmt026031
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0191792
IRS990/GrossSalesOfInventoryAmt07323
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01008
IRS990/InsuranceGrp/ProgramServicesAmt011592
IRS990/InsuranceGrp/TotalAmt012600
IRS990/InterestGrp/ManagementAndGeneralAmt01543
IRS990/InterestGrp/TotalAmt01543
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07473
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02679
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0423532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0311961
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0302046
IRS990/LandBldgEquipCostOrOtherBssAmt0725578
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt017342
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE TANGIBLE LINKS TO THE PAST FOR THE BENEFIT OF THE PRESENT AND FUTURE GENERATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0350395
IRS990/NetAssetsOrFundBalancesEOYAmt0334068
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06133
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06133
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02741
IRS990/OfficeExpensesGrp/TotalAmt02741
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OAKLEIGH MUSEUM EXPENSE
IRS990/OtherExpensesGrp/Desc1BELLE'S LEADERSHIP
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04595
IRS990/OtherExpensesGrp/ProgramServicesAmt030042
IRS990/OtherExpensesGrp/ProgramServicesAmt114862
IRS990/OtherExpensesGrp/ProgramServicesAmt29204
IRS990/OtherExpensesGrp/ProgramServicesAmt39650
IRS990/OtherExpensesGrp/TotalAmt030042
IRS990/OtherExpensesGrp/TotalAmt114862
IRS990/OtherExpensesGrp/TotalAmt213799
IRS990/OtherExpensesGrp/TotalAmt39650
IRS990/OtherLiabilitiesGrp/BOYAmt01005
IRS990/OtherLiabilitiesGrp/EOYAmt01640
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047592
IRS990/OtherSalariesAndWagesGrp/TotalAmt047592
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08671
IRS990/PayrollTaxesGrp/TotalAmt08671
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID NEWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561520
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023529
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION IS RESPONSIBLE FOR MAINTAINING THE OPERATIONS OF THE OAKLEIGH AND COX DEASY HISTORICAL MUSEUMS, INCLUDING A GIFT SHOP. ATTENDANCE AVERAGES OVER 2,900 PER YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0109968
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt029662
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04800
IRS990/PYInvestmentIncomeAmt0-1112
IRS990/PYOtherExpensesAmt0148166
IRS990/PYOtherRevenueAmt04867
IRS990/PYProgramServiceRevenueAmt013505
IRS990/PYRevenuesLessExpensesAmt0-92751
IRS990/PYSalariesCompEmpBnftPaidAmt037808
IRS990/PYTotalExpensesAmt0190774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt098023
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-16327
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0145250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0509079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0269
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0580291
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt0509079
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109241
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0145250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0509079
IRS990ScheduleA/TotalSupportAmt0509348
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/BuildingsGrp/BookValueAmt0285628
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0423532
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0709160
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0773
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt065399
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt060736
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-890
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt064202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt065399
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt061908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt064202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02294
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt056377
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt061908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05531
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt016418
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt016418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MOST MUSEUMS, THE SOCIETY'S FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE COLLECTION OBJECTS AND LIBRARY HOLDINGS, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PRESERVES RECORDS, BOOKS, DOCUMENTS AND PICTURES RELATED TO THE LOCAL AREA'S HISTORY. MANY ITEMS ARE STORED BY THE SOCIETY AND ARE AVAILABLE FOR RESEARCH BY THE PUBLIC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0302046
IRS990ScheduleD/TotalLiabilityAmt01640
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030238
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030238
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030238

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,526
Liabilities
$25,458
Net assets
$334,068
Revenue
$190,602
Expenses
$206,929
Net income
-$16,327
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