Civic Intelligence

Burritt Museum Association

EIN 63-0868992 • 501(c)3 • Huntsville, AL

Profile

To enhance lives and build community through educational, artistic, and recreational experiences while preserving our heritage land and historical structures.

3101 Burritt DriveHuntsville, AL 35801-1142

https;//WWW.BURRITTONTHEMOUNTAIN.COM

Siviq Scores

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

Liabilities / Assets

80th percentile

0.43x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.41x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

7th percentile

-49%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

6th percentile

-32%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

22nd percentile

-9.9%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$1,502,737

Down $698,095 (-32%) from 2023

Liabilities

Up

$653,355

Up $81,963 (+14%) from 2023

Net Assets

Down

$849,382

Down $780,058 (-48%) from 2023

Revenue

Down

$1,586,054

Down $173,712 (-9.9%) from 2023

Expenses

Up

$2,366,112

Up $854,131 (+56%) from 2023

Net Income

Down

-$780,058

Down $1,027,843 (-415%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,534,615Liabilities 2011: $101,404Net Assets 2011: $2,433,2112011Assets 2012: $3,679,777Liabilities 2012: $1,049,754Net Assets 2012: $2,630,0232012Assets 2013: $5,285,754Liabilities 2013: $273,758Net Assets 2013: $5,011,9962013Assets 2014: $641,240Liabilities 2014: $175,493Net Assets 2014: $465,7472014Assets 2015: $929,034Liabilities 2015: $216,316Net Assets 2015: $712,7182015Assets 2016: $714,943Liabilities 2016: $239,178Net Assets 2016: $475,7652016Assets 2017: $765,960Liabilities 2017: $241,430Net Assets 2017: $524,5302017Assets 2018: $981,816Liabilities 2018: $271,656Net Assets 2018: $710,1602018Assets 2019: $983,870Liabilities 2019: $311,964Net Assets 2019: $671,9062019Assets 2020: $894,646Liabilities 2020: $477,084Net Assets 2020: $417,5622020Assets 2021: $1,905,996Liabilities 2021: $672,188Net Assets 2021: $1,233,8082021Assets 2022: $1,893,995Liabilities 2022: $512,340Net Assets 2022: $1,381,6552022Assets 2023: $2,200,832Liabilities 2023: $571,392Net Assets 2023: $1,629,4402023Assets 2024: $1,502,737Liabilities 2024: $653,355Net Assets 2024: $849,3822024

Highlighted filing

2024

Assets$1,502,737
Liabilities$653,355
Net Assets$849,382

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,308,582Expenses 2011: $932,230Net Income 2011: $1,376,3522011Revenue 2012: $1,104,535Expenses 2012: $907,723Net Income 2012: $196,8122012Expenses 2013: $1,611,1632013Revenue 2014: $1,438,947Expenses 2014: $1,413,167Net Income 2014: $25,7802014Revenue 2015: $1,508,545Expenses 2015: $1,261,574Net Income 2015: $246,9712015Revenue 2016: $1,749,885Expenses 2016: $1,986,838Net Income 2016: -$236,9532016Revenue 2017: $1,437,075Expenses 2017: $1,388,310Net Income 2017: $48,7652017Revenue 2018: $1,825,647Expenses 2018: $1,640,017Net Income 2018: $185,6302018Revenue 2019: $1,519,092Expenses 2019: $1,557,346Net Income 2019: -$38,2542019Revenue 2020: $1,316,152Expenses 2020: $1,570,496Net Income 2020: -$254,3442020Revenue 2021: $2,510,115Expenses 2021: $1,693,869Net Income 2021: $816,2462021Revenue 2022: $2,100,436Expenses 2022: $1,952,589Net Income 2022: $147,8472022Revenue 2023: $1,759,766Expenses 2023: $1,511,981Net Income 2023: $247,7852023Revenue 2024: $1,586,054Expenses 2024: $2,366,112Net Income 2024: -$780,0582024

Highlighted filing

2024

Revenue$1,586,054
Expenses$2,366,112
Net Income-$780,058

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.65$0.85$1.59$2.37$0.78
2023Summary only. Only limited summary data is available for this year.$2.20$0.57$1.63$1.76$1.51$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.51$1.38$2.10$1.95$0.15
2021Summary only. Only limited summary data is available for this year.$1.91$0.67$1.23$2.51$1.69$0.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.48$0.42$1.32$1.57$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.31$0.67$1.52$1.56$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.27$0.71$1.83$1.64$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.24$0.52$1.44$1.39$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.24$0.48$1.75$1.99$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.22$0.71$1.51$1.26$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.18$0.47$1.44$1.41$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.27$5.01$1.61
2012Summary only. Only limited summary data is available for this year.$3.68$1.05$2.63$1.10$0.91$0.20
2011Summary only. Only limited summary data is available for this year.$2.53$0.10$2.43$2.31$0.93$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 4, 2025
Return Version
2023v6.0
Gross Receipts
$1,771,013
Mission and Program Overview

Mission

To enhance lives and build community through educational, artistic, and recreational experiences while preserving our heritage land and historical structures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,923,666$1,399,595▼ $524,071
Inventories for Sale or Use$79,537$77,981▼ $1,556
Prepaid Expenses and Deferred Charges$4,446$12,950▲ $8,504
Accounts Receivable$193,183$12,211▼ $180,972
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,200,832$1,502,737▼ $698,095
Liabilities
Deferred Revenue$403,652$417,832▲ $14,180
Accounts Payable and Accrued Expenses$15,403$126,545▲ $111,142
Other Liabilities$152,337$108,978▼ $43,359
Total Liabilities$571,392$653,355▲ $81,963
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,331,391$652,267▼ $679,124
Net Assets With Donor Restrictions$298,049$197,115▼ $100,934
Total Net Assets Fund Balance$1,629,440$849,382▼ $780,058
Total Liabilities and Net Assets / Fund Balance$2,200,832$1,502,737▼ $698,095

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$698$698
Compensation and Service Providers

Board Members and Trustees

NameTitle
Camillia King-stanleyBoard Chair
Steve BelowDevelopment Chair
Cindy GrinerExecutive Compensation Chair
Dawn PumpellyGovernance Chair
Bart BankowskiPersevation & Building Co-chair
Ahmad BrownTreasurer & Finance Chair
Jennifer UptonBoard Vice Chair
Brian DanielsCommittee Member
George CannonCommittee Member
Lindsey PerryCommittee Member
Mary Kathryn TreusdellCommittee Member
Melissa MusgroveCommittee Member
Paula CushmanCommittee Member
Richele Jordan-davisCommittee Member
Sarah SmithCommittee Member
Theresa DurborawCommittee Member
Jeffrey BlackwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$489,297
Program Service Revenue
$911,368
Investment Income
$38,944
Other Revenue
$146,445
All Other Contributions
$351,564
Change in Net Assets
$-780,058

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,586,054
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$395,922
Total Revenue per Audited Statements
$1,981,976
Total Revenue per Form 990
$1,586,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,533,152
Grants and Similar Amounts Paid$832,960
Total Fundraising Expense$18,677
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$832,960--$832,960
All Other Expenses$90,252$28,086$11,997$130,335
Advertising$59,713$14,772-$74,485
Other Expenses$45,759$5,777$6,680$45,759
Fees for Services Accounting-$40,468-$40,468
Insurance-$29,232-$29,232
Office Expenses-$24,468-$24,468
Information Technology-$4,305-$4,305
Fees for Services Legal-$2,185-$2,185
Total Functional Expenses$1,358,777$988,658$18,677$2,366,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,762,034
Expenses per Audited Statements$2,366,112
Total Expenses per Form 990$2,366,112
Expenses Not Reported on Form 990$395,922
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burritt Memorial CommitteeHuntsville, ALN/aSupport of General Programs$832,960
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$202,888
Fundraising Direct Expenses$95,624
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wednesday at the View$168,080$168,080$40,412$127,668
Dinner at the View$34,808$34,808$21,451$13,357
Total Events$202,888$202,888$95,624$107,264
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposits$104,960
Due to Bmc$3,389
Unbilled Purchases$629
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The museum membership provides free admission to exhibits and the park, invitation to members events, early registration for special events, newsletters, and discounts on programs.

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

A draft copy of form 990 is provided to each board member to review and provide changes as necessary. Once the applicable changes are made, the form 990 is resubmitted to the board for review and vote. Once board approval is obtained, the form 990 is filed with the irs.

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

All members of the board of directors and employees are required to notify the ceo immediately when a conflict of interest arises. In addition, all members of the board and employees sign a conflict of interest statement annually.

Form 990, Part VI, Section C, Line 19

Burritt museum association will make available for public inspection, upon request and without charge: 1) original and amended annual information returns for a period of three years from the date the return was required to be filed (including any extensions) or was filed whichever is later, 2) its application for tax exempt status, and 3) its current charter. Requests for public inspection of these documents shall be made in writing by mailing to the burritt museum association at the address 3101 burritt drive huntsville, al 35801-1142.

Filing and Contact Details

Filer

Filer Name
Burritt Museum Association
EIN
63-0868992
Phone
2565362882
Address
3101 BURRITT DRIVE, HUNTSVILLE, AL 35801-1142

Signing Officer

Name
Camillia King-stanley
Title
Chair
Phone
2565362882
Signed
2025-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Camillia King-stanley
Formed
1984
Legal Domicile
Al
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
1,983

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Stacy Watts
Phone
2059794100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

School house expenses: program service expenses 27,422. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,422. Personnel: program service expenses 0. Management and general expenses 24,687. Fundraising expenses 0. Total expenses 24,687. Supplies: program service expenses 16,304. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,304. Development: program service expenses 12,801. Management and general expenses 3,399. Fundraising expenses 0. Total expenses 16,200. Education programs: program service expenses 15,846. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,846. Fundraising expenses: program service expenses 0. Management and general expenses 0. Fundraising expenses 11,997. Total expenses 11,997. Members expense: program service expenses 10,431. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,431. Volunteer supplies: program service expenses 7,448. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,448.

FORM 990, PART XII, LINE 2C:

The organization made no changes to its oversight process or selection process during the tax year.

Financial Statement Notes

PART III, LINE 4:

Collections consist of dr. Burritt's mansion, 19th century structures and other exhibits. They are used to provide educational, artistic, and recreational experiences while preserving historic land and structures and preserve our heritage.

PART X, LINE 2:

As of september 30, 2024, the association accrued no interest or penalties related to uncertain tax positions. It is the association's policy to recognize interest and/or penalties related to income tax matters, if any, in income tax expense. The association files form 990, return of organization exempt from income tax, in the u.s. Federal jurisdiction. With few exceptions, the association is no longer subject to tax examinations by u.s. Federal tax authorities three years after the respective filing deadline of those returns.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct rental expenses 198,370. Direct special event expenses 95,624. Expenses to sales 89,335. Net loss on extraordinary income - fire 12,593.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct rental expenses 198,370. Direct special event expenses 95,624. Expenses to sales 89,335. Net loss on extraordinary income - fire 12,593.

Raw XML AppendixShowing 400 of 612 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/ActivityOrMissionDesc0TO ENHANCE LIVES AND BUILD COMMUNITY THROUGH EDUCATIONAL, ARTISTIC, AND RECREATIONAL EXPERIENCES WHILE PRESERVING OUR HERITAGE LAND AND HISTORICAL STRUCTURES.
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IRS990/Form990PartVIISectionAGrp/PersonNm4AHMAD BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5BART BANKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm6CINDY GRINER
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDSEY PERRY
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IRS990/Form990PartVIISectionAGrp/PersonNm14MELISSA MUSGROVE
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IRS990/Form990PartVIISectionAGrp/PersonNm16MARY KATHRYN TREUSDELL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DEVELOPMENT CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9COMMITTEE MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt14COMMITTEE MEMBER
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt037380
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt015698

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