Civic Intelligence

Friends of the Alabama Archives

EIN 63-0830257 • 501(c)3 • Montgomery, AL

Profile

To aid, strengthen, enhance, promote, and support the activities of the Alabama Department of Archives and History.

624 Washington AveMontgomery, AL 36130

www.friendsofthealabamaarchives.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.9%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$908,595

Up $34,107 (+3.9%) from 2023

Liabilities

Down

$213

Down $4,060 (-95%) from 2023

Net Assets

Up

$908,382

Up $38,167 (+4.4%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin67th percentile

Revenue

Down

$269,096

Down $77,389 (-22%) from 2023

Expenses

Down

$230,929

Down $93,043 (-29%) from 2023

Net Income

Up

$38,167

Up $15,654 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $476,125Liabilities 2010: $0Net Assets 2010: $476,1252010Assets 2011: $396,375Liabilities 2011: $0Net Assets 2011: $396,3752011Assets 2012: $388,438Liabilities 2012: $0Net Assets 2012: $388,4382012Assets 2013: $327,482Liabilities 2013: $0Net Assets 2013: $327,4822013Assets 2014: $346,349Liabilities 2014: $0Net Assets 2014: $346,3492014Assets 2015: $529,574Liabilities 2015: $0Net Assets 2015: $529,5742015Assets 2016: $595,870Liabilities 2016: $0Net Assets 2016: $595,8702016Assets 2017: $598,336Liabilities 2017: $0Net Assets 2017: $598,3362017Assets 2018: $871,050Liabilities 2018: $0Net Assets 2018: $871,0502018Assets 2019: $960,976Liabilities 2019: $0Net Assets 2019: $960,9762019Assets 2020: $1,046,451Liabilities 2020: $0Net Assets 2020: $1,046,4512020Assets 2021: $884,375Liabilities 2021: $2,496Net Assets 2021: $881,8792021Assets 2022: $853,688Liabilities 2022: $5,986Net Assets 2022: $847,7022022Assets 2023: $874,488Liabilities 2023: $4,273Net Assets 2023: $870,2152023Assets 2024: $908,595Liabilities 2024: $213Net Assets 2024: $908,3822024

Highlighted filing

2024

Assets$908,595
Liabilities$213
Net Assets$908,382
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $188,911Expenses 2010: $378,550Net Income 2010: -$189,6392010Expenses 2011: $237,4522011Revenue 2012: $294,968Expenses 2012: $302,971Net Income 2012: -$8,0032012Revenue 2013: $150,190Expenses 2013: $211,478Net Income 2013: -$61,2882013Revenue 2014: $214,604Expenses 2014: $195,737Net Income 2014: $18,8672014Revenue 2015: $407,162Expenses 2015: $223,937Net Income 2015: $183,2252015Revenue 2016: $358,380Expenses 2016: $280,178Net Income 2016: $78,2022016Revenue 2017: $231,452Expenses 2017: $228,986Net Income 2017: $2,4662017Revenue 2018: $548,741Expenses 2018: $274,832Net Income 2018: $273,9092018Revenue 2019: $442,537Expenses 2019: $352,611Net Income 2019: $89,9262019Revenue 2020: $436,052Expenses 2020: $350,577Net Income 2020: $85,4752020Revenue 2021: $248,690Expenses 2021: $413,262Net Income 2021: -$164,5722021Revenue 2022: $278,036Expenses 2022: $312,213Net Income 2022: -$34,1772022Revenue 2023: $346,485Expenses 2023: $323,972Net Income 2023: $22,5132023Revenue 2024: $269,096Expenses 2024: $230,929Net Income 2024: $38,1672024

Highlighted filing

2024

Revenue$269,096
Expenses$230,929
Net Income$38,167
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$908,595
Liabilities
$213
Net assets
$908,382
Revenue
$269,096
Expenses
$230,929
Net income
$38,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.27$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$0.32$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.28$0.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.25$0.41$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.44$0.35$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.44$0.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.55$0.27$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.23$0.23$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.36$0.28$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.41$0.22$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.21$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.15$0.21$0.06
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.29$0.30$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.24
2010Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.19$0.38$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$282,654
Mission and Program Overview

Mission

To aid, strengthen, enhance, promote and support the activities of the alabama department of archives and history.

To aid, strengthen, enhance, promote, and support the activities of the Alabama Department of Archives and History.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$664,867$692,276▲ $27,409
Savings and Temporary Cash Investments$113,069$118,639▲ $5,570
Inventories for Sale or Use$96,431$97,680▲ $1,249
Accounts Receivable$121$0▼ $121
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$874,488$908,595▲ $34,107
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,273$213▼ $4,060
Total Liabilities$4,273$213▼ $4,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$433,285$473,233▲ $39,948
Net Assets With Donor Restrictions$436,930$435,149▼ $1,781
Total Net Assets Fund Balance$870,215$908,382▲ $38,167
Total Liabilities and Net Assets / Fund Balance$874,488$908,595▲ $34,107

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$113,472-▲ $5,531-$119,003
2023$112,433-▲ $1,039-$113,472
2022$112,255-▲ $178-$112,433
2021$112,243-▲ $12-$112,255
2020$112,226-▲ $17-$112,243
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Joe CaverPresident
Carrie BanksVice President
Adline ClarkeTrustee
Ashley DumasTrustee
Ashley JerniganTrustee
BillyYoungTrustee
Brian MurphyTrustee
Caroleene DobsonTrustee
Cart BlackwellTrustee
CollierTynesTrustee
CooperHolmesTrustee
Felisha AndersonTrustee
Gail CobbTrustee
JamesA PowerTrustee
Joel LewisTrustee
Josephine Bolling McCallTrustee
Kathryn TuckerTrustee
Kerry DunawayTrustee
Lora McClendonTrustee
Louretta WimberlyTrustee
MaeciWalkerTrustee
Mark BuntingTrustee
MaryShireyTrustee
Peggy TownsTrustee
Sally WardenTrustee
Sharony GreenTrustee
Wanda BattleTrustee
Wanda LooneyTrustee
Gayle ThomasSecretary
Franklin JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$206,579
Program Service Revenue
$21,500
Investment Income
$32,207
Other Revenue
$8,810
All Other Contributions
$206,579
Change in Net Assets
$38,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$60,196$5,533-$65,729
Other Expenses$9,339--$9,339
Occupancy-$2,400-$2,400
Total Functional Expenses$222,996$7,933$0$230,929
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Friends of the Alabama Archives
EIN
63-0830257
Address
624 Washington Ave, Montgomery, AL 36130

Signing Officer

Name
Carrie Banks
Title
Vice President
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Banks
Voting Board Members
30
Independent Board Members
30
Employees
0

Preparer

Firm
Leigh Dailey CPA
Address
146 Dorsey Lane, Grady, AL 36036
Preparer
Leigh Dailey CPA
Phone
3343040313
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Admin Support Fund: Column (A) - Total = $1092; Column (B) - Program Services = $1092; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“AHumA 2023 Programming Grant: Column (A) - Total = $1875; Column (B) - Program Services = $1875; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“AHumA 2024 Programming Grant: Column (A) - Total = $7749; Column (B) - Program Services = $7749; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“AOH Exec Comm Meetings: Column (A) - Total = $448; Column (B) - Program Services = $448; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Bank Fees: Column (A) - Total = $572; Column (B) - Program Services = $0; Column (C) - Management & General = $572; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Bicentennial Book Merrill Ward: Column (A) - Total = $300; Column (B) - Program Services = $300; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Board of Trustees Events: Column (A) - Total = $785; Column (B) - Program Services = $785; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CC/Square-UP Fees: Column (A) - Total = $626; Column (B) - Program Services = $0; Column (C) - Management & General = $626; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Commemoration Projects: Column (A) - Total = $1679; Column (B) - Program Services = $1679; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Commemorative Programs: Column (A) - Total = $700; Column (B) - Program Services = $700; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Exhibits: Column (A) - Total = $746; Column (B) - Program Services = $746; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Fellowships: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Government Records Support: Column (A) - Total = $599; Column (B) - Program Services = $599; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Hands on Gallery: Column (A) - Total = $845; Column (B) - Program Services = $845; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Historical Materials: Column (A) - Total = $2004; Column (B) - Program Services = $2004; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Honoraria for Advisory Panels: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Hospitality/Public Relations: Column (A) - Total = $2125; Column (B) - Program Services = $2125; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Johnson Public Programs Fund: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Lipscomb Coll Devel Fund: Column (A) - Total = $1297; Column (B) - Program Services = $1297; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Mahan Family Papers Project: Column (A) - Total = $7520; Column (B) - Program Services = $7520; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Malone Grant Interest: Column (A) - Total = $910; Column (B) - Program Services = $910; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Membership: Column (A) - Total = $1497; Column (B) - Program Services = $1497; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Phase 3: Column (A) - Total = $7819; Column (B) - Program Services = $7819; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Store Advertising: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Store Sales Tax: Column (A) - Total = $2029; Column (B) - Program Services = $2029; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Store Shipping: Column (A) - Total = $100; Column (B) - Program Services = $100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Store Supplies: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Museum Store Systems: Column (A) - Total = $2036; Column (B) - Program Services = $2036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“NAAL Fund: Column (A) - Total = $597; Column (B) - Program Services = $597; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“NAGPRA Grant - ADAH: Column (A) - Total = $-255; Column (B) - Program Services = $-255; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Operations - Accounting: Column (A) - Total = $2141; Column (B) - Program Services = $0; Column (C) - Management & General = $2141; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Operations - Supplies: Column (A) - Total = $147; Column (B) - Program Services = $0; Column (C) - Management & General = $147; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Operations-Postage: Column (A) - Total = $696; Column (B) - Program Services = $0; Column (C) - Management & General = $696; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PayPal Fees: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Public Programs: Column (A) - Total = $1643; Column (B) - Program Services = $1643; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SARC Conference: Column (A) - Total = $2640; Column (B) - Program Services = $2640; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Coffee Fund: Column (A) - Total = $1180; Column (B) - Program Services = $0; Column (C) - Management & General = $1180; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Events: Column (A) - Total = $633; Column (B) - Program Services = $633; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Textiles Conservation Fund: Column (A) - Total = $4643; Column (B) - Program Services = $4643; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Volunteers: Column (A) - Total = $3254; Column (B) - Program Services = $3254; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WePay Online Store Fees: Column (A) - Total = $171; Column (B) - Program Services = $0; Column (C) - Management & General = $171; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Workshop/Public Programs: Column (A) - Total = $886; Column (B) - Program Services = $886; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Supporting Historical Research”

Raw XML AppendixShowing 400 of 690 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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