Civic Intelligence

Landmarks Foundation of Montgomery

EIN 63-0586480 • 501(c)3 • Montgomery, AL

Profile

Landmarks foundation of montgomery, inc., was organized to foster, encourage and lead the historic preservation movement in the city of montgomery, alabama. Its missions is to preserve, interpret and present central alabama's architecture, history and culture.

301 Columbus StreetMontgomery, AL 36104

www.oldalabamatown.com

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$73,310

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,450,464

Down $27,577 (-1.9%) from 2023

Liabilities

Down

$62,057

Down $87,890 (-59%) from 2023

Net Assets

Up

$1,388,407

Up $60,313 (+4.5%) from 2023

Revenue

Up

$1,665,996

Up $516,319 (+45%) from 2023

Expenses

Up

$1,615,243

Up $338,602 (+27%) from 2023

Net Income

Up

$50,753

Up $177,717 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,295,577Liabilities 2010: $31,215Net Assets 2010: $1,264,3622010Assets 2011: $1,315,197Liabilities 2011: $44,767Net Assets 2011: $1,270,4302011Assets 2012: $1,433,604Liabilities 2012: $34,987Net Assets 2012: $1,398,6172012Assets 2013: $1,585,654Liabilities 2013: $98,406Net Assets 2013: $1,487,2482013Assets 2014: $1,556,734Liabilities 2014: $128,460Net Assets 2014: $1,428,2742014Assets 2015: $1,507,720Liabilities 2015: $148,406Net Assets 2015: $1,359,3142015Assets 2016: $1,529,407Liabilities 2016: $133,134Net Assets 2016: $1,396,2732016Assets 2017: $1,198,417Liabilities 2017: $144,803Net Assets 2017: $1,053,6142017Assets 2018: $1,212,200Liabilities 2018: $242,023Net Assets 2018: $970,1772018Assets 2019: $1,157,130Liabilities 2019: $223,918Net Assets 2019: $933,2122019Assets 2020: $1,301,383Liabilities 2020: $314,973Net Assets 2020: $986,4102020Assets 2021: $1,396,181Liabilities 2021: $212,553Net Assets 2021: $1,183,6282021Assets 2022: $1,625,734Liabilities 2022: $187,787Net Assets 2022: $1,437,9472022Assets 2023: $1,478,041Liabilities 2023: $149,947Net Assets 2023: $1,328,0942023Assets 2024: $1,450,464Liabilities 2024: $62,057Net Assets 2024: $1,388,4072024

Highlighted filing

2024

Assets$1,450,464
Liabilities$62,057
Net Assets$1,388,407

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $752,9472010Expenses 2011: $738,5662011Expenses 2012: $704,1822012Revenue 2013: $786,968Expenses 2013: $739,175Net Income 2013: $47,7932013Revenue 2014: $690,962Expenses 2014: $741,929Net Income 2014: -$50,9672014Revenue 2015: $760,350Expenses 2015: $791,095Net Income 2015: -$30,7452015Revenue 2016: $832,265Expenses 2016: $831,648Net Income 2016: $6172016Revenue 2017: $784,588Expenses 2017: $751,254Net Income 2017: $33,3342017Revenue 2018: $709,961Expenses 2018: $793,398Net Income 2018: -$83,4372018Revenue 2019: $809,880Expenses 2019: $836,583Net Income 2019: -$26,7032019Revenue 2020: $635,940Expenses 2020: $582,742Net Income 2020: $53,1982020Revenue 2021: $849,909Expenses 2021: $652,691Net Income 2021: $197,2182021Revenue 2022: $987,498Expenses 2022: $733,179Net Income 2022: $254,3192022Revenue 2023: $1,149,677Expenses 2023: $1,276,641Net Income 2023: -$126,9642023Revenue 2024: $1,665,996Expenses 2024: $1,615,243Net Income 2024: $50,7532024

Highlighted filing

2024

Revenue$1,665,996
Expenses$1,615,243
Net Income$50,753

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.06$1.39$1.67$1.62$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.15$1.33$1.15$1.28$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.19$1.44$0.99$0.73$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.21$1.18$0.85$0.65$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.31$0.99$0.64$0.58$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.22$0.93$0.81$0.84$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.24$0.97$0.71$0.79$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.14$1.05$0.78$0.75$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.13$1.40$0.83$0.83$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.15$1.36$0.76$0.79$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.13$1.43$0.69$0.74$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.10$1.49$0.79$0.74$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.03$1.40$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.04$1.27$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.03$1.26$0.75
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$1,063,417
Mission and Program Overview

Mission

Landmarks foundation of montgomery, inc. Was organized to foster, encourage and lead the historic preservation movement in the city of montgomery, alabama. Its mission is to preserve, interpret and present central alabama's architecture, history and culture.

Landmarks foundation of montgomery, inc was organized to foster, encourage and lead the historic preservation movement in the city of montgomery, alabama. Its mission is to preserve, interpret and present central alabama's architecture, history and culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$888,204$881,146▼ $7,058
Cash and Non-Interest-Bearing Accounts$203,503$395,435▲ $191,932
Investments in Publicly Traded Securities$184,049$169,114▼ $14,935
Accounts Receivable$88,276$157,216▲ $68,940
Inventories for Sale or Use$25,977$16,651▼ $9,326
Prepaid Expenses and Deferred Charges$6,172$6,172→ $0
Total Assets$1,396,181$1,625,734▲ $229,553
Liabilities
Other Liabilities$141,231$124,336▼ $16,895
Mortgage Notes Payable Secured by Investment Property$37,667$37,667→ $0
Deferred Revenue$18,200$18,200→ $0
Accounts Payable and Accrued Expenses$15,455$7,584▼ $7,871
Total Liabilities$212,553$187,787▼ $24,766
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,183,628$1,437,947▲ $254,319
Total Net Assets Fund Balance$1,183,628$1,437,947▲ $254,319
Total Liabilities and Net Assets / Fund Balance$1,396,181$1,625,734▲ $229,553

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$537,663$211,089$748,752
Buildings$251,123$151,065$402,188
Land$90,000-$90,000
Equipment$2,360$74,982$77,342
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elijah GaddisPresident
Geoff StoughDirector
Jamie LoebDirector
Jim CannonDirector
John SteinerDirector
Kate ShusterDirector
Mary-nelms ParsonsDirector
Mcdowell CrookDirector
Neal BrightPast Preside
Wes BlakeTreasurer
Sandra NickelVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$323,830
Program Service Revenue
$470,327
Investment Income
$-10,139
Other Revenue
$203,480
All Other Contributions
$65,863
Change in Net Assets
$254,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$396,902
Other Expenses$336,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$205,140$148,549-$353,689
Occupancy$59,811$6,646-$66,457
Depreciation Depletion$39,101--$39,101
Payroll Taxes$17,463$12,646-$30,109
Office Expenses$17,050$4,196-$21,246
Fees for Services Other-$20,811-$20,811
Other Employee Benefits$7,600$5,504-$13,104
Insurance$1,469$5,527-$6,996
Other Expenses$12,000$6,521-$6,521
All Other Expenses$2,691$3,672-$6,363
Interest-$1,890-$1,890
Total Functional Expenses$517,217$215,962$0$733,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,547
Fundraising Gross Income$5,020
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$96,805
Accrued Leave and Other Payroll$26,154
Other Liabilities$1,377
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive board and principal officers are provided a copy of the form 990 prior to the filing of the return. The members of the board and the principal officers review the 990 for obvious errors and accuracy. Once reviewed and approved by the board and principal officers, the form 990 is submitted to the irs.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer and member of a committee with governing board deligated powers shall annually sign a statement which affirms such person (a) has received a copy of the policy (b) has read and understands the policy (c) has agreed to comply with the policy, and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes and does not engage in activities that could jeopardize its tax exempt status. Periodic reviews shall be conducted and the reviews shall, at a minumum, include the following (a) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arms length bargaining (b) whether partnerships, joint venutres and arrangements with mangement organziations conform the the organizations written policies, are properly recorded, reflect reasonable investment or payment of goods and services, further charitable purposes and do not result in inurement. Impermissable private benefit or in an excess benefit transaction.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public by request. Members of the public can obtain a copy of the documents at the local office located at 301 columbus street, montgomery, al 36104. There is a minimal charge for the documents to cover the cost of copies.

Filing and Contact Details

Filer

Filer Name
Landmarks Foundation of Montgomery
EIN
63-0586480
Phone
3342404500
Address
301 COLUMBUS STREET, MONTGOMERY, AL 36104

Signing Officer

Name
Collier Neeley
Title
Executive Director
Phone
3342404500
Signed
2023-11-10

Organization Details

Principal Officer
Collier Neeley
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
33

Preparer

Firm
Mst Cpas & Advisors LLC
Address
PO BOX 807, MONTGOMERY, AL 36101-0807
Preparer
Jeremiah K Moreland CPA
Phone
8446782727
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Landmarks foundation of montgomery, inc., was organized to foster, encourage and lead the historic preservation movement in the city of montgomery, alabama. Its missions is to preserve, interpret and present central alabama's architecture, history and culture.

Raw XML AppendixShowing 400 of 447 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/MissionDesc0LANDMARKS FOUNDATION OF MONTGOMERY, INC., WAS ORGANIZED TO FOSTER, ENCOURAGE AND LEAD THE HISTORIC PRESERVATION MOVEMENT IN THE CITY OF MONTGOMERY, ALABAMA. ITS MISSIONS IS TO PRESERVE, INTERPRET AND PRESENT CENTRAL ALABAMA'S ARCHITECTURE, HISTORY AND CULTURE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RESCUED RELICS 14,693
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LANDMARKS FOUNDATION OF MONTGOMERY, INC., WAS ORGANIZED TO FOSTER, ENCOURAGE AND LEAD THE HISTORIC PRESERVATION MOVEMENT IN THE CITY OF MONTGOMERY, ALABAMA. ITS MISSIONS IS TO PRESERVE, INTERPRET AND PRESENT CENTRAL ALABAMA'S ARCHITECTURE, HISTORY AND CULTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD AND PRINCIPAL OFFICERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO THE FILING OF THE RETURN. THE MEMBERS OF THE BOARD AND THE PRINCIPAL OFFICERS REVIEW THE 990 FOR OBVIOUS ERRORS AND ACCURACY. ONCE REVIEWED AND APPROVED BY THE BOARD AND PRINCIPAL OFFICERS, THE FORM 990 IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELIGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE POLICY (B) HAS READ AND UNDERSTANDS THE POLICY (C) HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX EXEMPT STATUS. PERIODIC REVIEWS SHALL BE CONDUCTED AND THE REVIEWS SHALL, AT A MINUMUM, INCLUDE THE FOLLOWING (A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARMS LENGTH BARGAINING (B) WHETHER PARTNERSHIPS, JOINT VENUTRES AND ARRANGEMENTS WITH MANGEMENT ORGANZIATIONS CONFORM THE THE ORGANIZATIONS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENT OF GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT. IMPERMISSABLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. MEMBERS OF THE PUBLIC CAN OBTAIN A COPY OF THE DOCUMENTS AT THE LOCAL OFFICE LOCATED AT 301 COLUMBUS STREET, MONTGOMERY, AL 36104. THERE IS A MINIMAL CHARGE FOR THE DOCUMENTS TO COVER THE COST OF COPIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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