Civic Intelligence

Historic Mobile Preservation Society Inc.

990 • Fiscal year 2017 • EIN 63-0401485

Jun 01, 2016 to May 31, 2017 • Filed on Mar 23, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.14x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.8%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$375,199

Up $15,673 (+4.4%) from 2016

Net Assets

Up

$350,423

Up $16,355 (+4.9%) from 2016

Liabilities

Down

$24,776

Down $682 (-2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin62nd percentile

Revenue

Down

$179,546

Down $11,056 (-5.8%) from 2016

Expenses

Down

$163,191

Down $43,738 (-21%) from 2016

Net Income

Up

$16,355

Up $32,682 (+200%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2017

Assets$375,199
Liabilities$24,776
Net Assets$350,423
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$179,546
Expenses$163,191
Net Income$16,355
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$179,869
Mission and Program Overview

Mission

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

The organization' mission is to advocate for and promote historic preservation in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$302,046$300,595▼ $1,451
Cash and Non-Interest-Bearing Accounts$54,801$71,964▲ $17,163
Prepaid Expenses and Deferred Charges$2,679$2,326▼ $353
Savings and Temporary Cash Investments-$314-
Total Assets$359,526$375,199▲ $15,673
Liabilities
Unsecured Notes Loans Payable$23,818$22,891▼ $927
Other Liabilities$1,640$1,646▲ $6
Grants Payable-$239-
Total Liabilities$25,458$24,776▼ $682
Net Assets / Fund Balance
Unrestricted Net Assets$302,702$319,057▲ $16,355
Temporarily Rstr Net Assets$31,366$31,366→ $0
Total Net Assets Fund Balance$334,068$350,423▲ $16,355
Total Liabilities and Net Assets / Fund Balance$359,526$375,199▲ $15,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$175,239$439,648-
Land$16,418--
Equipment$40,088--
Leasehold Improvements$68,850--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$60,736-▲ $868-$61,604
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 Pay76th percentile

Board Members and Trustees

NameTitle
Herdon Inge IiiPresident
Alexandria SmithDirector
Edward FlotteDirector
Greg ReynoldsDirector
John RuzicDirector
Kellie HopeDirector
Robert AllenDirector
Sara MccoyDirector
Stephen MayDirector
Tom McgeheeDirector
Christy GustinSecretary
Kevin CrossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,248
Program Service Revenue
$25,560
Investment Income
$0
Other Revenue
$2,738
All Other Contributions
$95,242
Change in Net Assets
$16,355

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$96,901
Salaries, Compensation, and Employee Benefits$63,571
Total Fundraising Expense$11,944
Grants and Similar Amounts Paid$2,719
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,086$0$0$56,086
All Other Expenses$18,723$4,190$0$22,913
Occupancy$15,059$0$0$15,059
Insurance$11,326$0$0$11,326
Depreciation Depletion$9,480$0$0$9,480
Payroll Taxes$7,485$0$0$7,485
Office Expenses$0$6,278$0$6,278
Fees for Services Accounting$0$5,287$0$5,287
Other Expenses$3,200$0$0$3,200
Advertising$0$3,200$0$3,200
Grants to Domestic Orgs$2,719--$2,719
Interest$0$529$0$529
Total Functional Expenses$131,763$19,484$11,944$163,191
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$36,703$36,703$11,944$24,759
Total Events$36,703$36,703$11,944$24,759
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$855
Credit Card$782
Sales Tax Payable$9
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
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
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
Herndon Inge Iii
Title
President
Phone
2514326161
Signed
2018-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herndon Inge Iii
Formed
1935
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
5

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
John Bedsole
Phone
2514760314
Supplemental Narrative

Additional Explanations

Pt VI, Line 1A

“Members are from the business community.”

Pt VI, Line 7A

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

Pt VI, Line 7B

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

Pt VI, Line 11B

“The organization has a firm of certified public accountants assist in the preparation of the form 990. The 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.”

Pt VI, 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.”

Pt VI, Line 19

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

Form 990, Part IX, Line 24E

“Alarm & security 1475. 1475. 0. 0.”

Form 990, Part IX, Line 24E

“Archival supplies 640. 640. 0. 0.”

Form 990, Part IX, Line 24E

“Bank charges 1235. 0. 1235. 0.”

Form 990, Part IX, Line 24E

“Copier expense 2095. 2095. 0. 0.”

Form 990, Part IX, Line 24E

“Credit card processing 102. 0. 102. 0.”

Form 990, Part IX, Line 24E

“Dues and subscriptions 1736. 1736. 0. 0.”

Form 990, Part IX, Line 24E

“GIFTS 168. 168. 0. 0.”

Form 990, Part IX, Line 24E

“Meals and entertainment 2117. 0. 2117. 0.”

Form 990, Part IX, Line 24E

“Field trip expense 454. 454. 0. 0.”

Form 990, Part IX, Line 24E

“License and permits 161. 161. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 10356. 10356. 0. 0.”

Form 990, Part IX, Line 24E

“Paypal fees 505. 0. 505. 0.”

Form 990, Part IX, Line 24E

“Payroll processing fees 231. 0. 231. 0.”

Form 990, Part IX, Line 24E

“POSTAGE 553. 553. 0. 0.”

Form 990, Part IX, Line 24E

“Printing 1009. 1009. 0. 0.”

Form 990, Part IX, Line 24E

“Website expenses 76. 76. 0. 0.”

Financial Statement Notes

Pt 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.”

Pt 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.”

Pt 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/MissionDesc0TO CREATE TANGIBLE LINKS TO THE PAST FOR THE BENEFIT OF THE PRESENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0334068
IRS990/NetAssetsOrFundBalancesEOYAmt0350423
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02738
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02738
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt015059
IRS990/OccupancyGrp/TotalAmt015059
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06278
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt06278
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1BELLE'S LEADERSHIP
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/FundraisingAmt011944
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt14602
IRS990/OtherExpensesGrp/ProgramServicesAmt23083
IRS990/OtherExpensesGrp/ProgramServicesAmt33200
IRS990/OtherExpensesGrp/TotalAmt011944
IRS990/OtherExpensesGrp/TotalAmt14602
IRS990/OtherExpensesGrp/TotalAmt23083
IRS990/OtherExpensesGrp/TotalAmt33200
IRS990/OtherLiabilitiesGrp/BOYAmt01640
IRS990/OtherLiabilitiesGrp/EOYAmt01646
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056086
IRS990/OtherSalariesAndWagesGrp/TotalAmt056086
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt07485
IRS990/PayrollTaxesGrp/TotalAmt07485
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02326
IRS990/PrincipalOfficerNm0HERNDON INGE III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561520
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025560
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/ExpenseAmt079058
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt028297
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0160940
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026031
IRS990/PYOtherExpensesAmt0124635
IRS990/PYOtherRevenueAmt06133
IRS990/PYProgramServiceRevenueAmt023529
IRS990/PYRevenuesLessExpensesAmt0-16327
IRS990/PYSalariesCompEmpBnftPaidAmt056263
IRS990/PYTotalExpensesAmt0206929
IRS990/PYTotalRevenueAmt0190602
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt016355
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0109331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0109241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0462348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0224
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0462348
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0109241
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0462348
IRS990ScheduleA/TotalSupportAmt0462572
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0175239
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0439648
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0614887
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt060736
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt061604
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0773
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt065399
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt060736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-890
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt064202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt065399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt061908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt064202
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt056377
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt061908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05531
IRS990ScheduleD/EquipmentGrp/BookValueAmt040088
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt040088
IRS990ScheduleD/LandGrp/BookValueAmt016418
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt016418
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt068850
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt068850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2782
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD
IRS990ScheduleD/SolicitedAssetsSaleInd0false
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/FormAndLineReferenceDesc0Pt III, Line 1a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0300595
IRS990ScheduleD/TotalLiabilityAmt01646
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011944
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036703
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011944
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE FROM THE BUSINESS COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS/MEMBERS OF THE BOARD ARE ELECTED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO BY-LAWS MUST BE APPROVED BY MEMBERSHIP AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS ASSIST IN THE PREPARATION OF THE FORM 990. THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PROVIDES DOCUMENTS WHICH ARE REQUIRED TO BE PROVIDED TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALARM & SECURITY 1475. 1475. 0. 0.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$375,199
Liabilities
$24,776
Net assets
$350,423
Revenue
$179,546
Expenses
$163,191
Net income
$16,355
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