Civic Intelligence

Linly Heflin Unit Inc

990 • Fiscal year 2014 • EIN 63-6047968

Jun 01, 2013 to May 31, 2014 • Filed on Sep 02, 2014

Organization ProfileN/A
13 Office Park Circle35223

(205) 967-2366

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

64th percentile

7.1%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,494,658

Up $364,262 (+7.1%) from 2013

Net Assets

Up

$5,494,658

Up $364,262 (+7.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin91st percentile

Revenue

$712,291

No earlier filing loaded for comparison.

Expenses

Up

$348,029

Up $14,502 (+4.3%) from 2013

Net Income

$364,262

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,567,803Liabilities 2011: $0Net Assets 2011: $4,567,8032011Assets 2012: $4,883,300Liabilities 2012: $0Net Assets 2012: $4,883,3002012Assets 2013: $5,130,396Liabilities 2013: $0Net Assets 2013: $5,130,3962013Assets 2014: $5,494,658Liabilities 2014: $0Net Assets 2014: $5,494,6582014Assets 2015: $5,687,595Liabilities 2015: $0Net Assets 2015: $5,687,5952015Assets 2016: $5,687,337Liabilities 2016: $0Net Assets 2016: $5,687,3372016Assets 2017: $6,972,068Liabilities 2017: $0Net Assets 2017: $6,972,0682017Assets 2018: $9,454,669Liabilities 2018: $0Net Assets 2018: $9,454,6692018Assets 2019: $9,671,235Liabilities 2019: $0Net Assets 2019: $9,671,2352019Assets 2020: $9,679,310Liabilities 2020: $0Net Assets 2020: $9,679,3102020Assets 2021: $9,658,747Liabilities 2021: $0Net Assets 2021: $9,658,7472021Assets 2022: $10,585,852Liabilities 2022: $0Net Assets 2022: $10,585,8522022Assets 2023: $10,047,902Liabilities 2023: $0Net Assets 2023: $10,047,9022023Assets 2024: $9,842,940Liabilities 2024: $0Net Assets 2024: $9,842,9402024Assets 2025: $10,190,597Liabilities 2025: $0Net Assets 2025: $10,190,5972025

Highlighted filing

2014

Assets$5,494,658
Liabilities$0
Net Assets$5,494,658
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $281,8492011Revenue 2012: $629,925Expenses 2012: $314,428Net Income 2012: $315,4972012Expenses 2013: $333,5272013Revenue 2014: $712,291Expenses 2014: $348,029Net Income 2014: $364,2622014Revenue 2015: $561,339Expenses 2015: $368,402Net Income 2015: $192,9372015Revenue 2016: $383,354Expenses 2016: $383,612Net Income 2016: -$2582016Revenue 2017: $1,677,575Expenses 2017: $392,844Net Income 2017: $1,284,7312017Revenue 2018: $3,041,372Expenses 2018: $558,771Net Income 2018: $2,482,6012018Revenue 2019: $782,235Expenses 2019: $565,669Net Income 2019: $216,5662019Revenue 2020: $734,277Expenses 2020: $726,202Net Income 2020: $8,0752020Revenue 2021: $728,859Expenses 2021: $680,959Net Income 2021: $47,9002021Revenue 2022: $1,766,365Expenses 2022: $839,260Net Income 2022: $927,1052022Revenue 2023: $633,769Expenses 2023: $1,171,719Net Income 2023: -$537,9502023Revenue 2024: $819,479Expenses 2024: $1,024,441Net Income 2024: -$204,9622024Revenue 2025: $1,262,111Expenses 2025: $836,388Net Income 2025: $425,7232025

Highlighted filing

2014

Revenue$712,291
Expenses$348,029
Net Income$364,262
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 2, 2014
Return Version
2013v3.0
Gross Receipts
$2,173,805
Mission and Program Overview

Mission

To provide scholarships to young women in alabama who attend state of alabama universities.

Grant scholarships to young women who attend colleges and universities within the state of alabama

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,995,193$5,335,373▲ $340,180
Cash and Non-Interest-Bearing Accounts$135,203$159,285▲ $24,082
Total Assets$5,130,396$5,494,658▲ $364,262
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,995,193$5,335,373▲ $340,180
Unrestricted Net Assets$135,203$159,285▲ $24,082
Total Net Assets Fund Balance$5,130,396$5,494,658▲ $364,262
Total Liabilities and Net Assets / Fund Balance$5,130,396$5,494,658▲ $364,262
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Caroline ThomasScholarship Chair
Happy AnthonyScholarship Co-chair
Dalton BlankenshipPast President
Grace BentleyPresident
Kate Stockham1st Vice President
Eve London2nd Vice President
Fran GoodrichCorresponding Secretary
Babs QuinnProject Treasurer
Bette OwenRecording Secretary
Deane CookScholarship Trust Fund CHA
Margaret BrunstadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,731
Program Service Revenue
$0
Investment Income
$445,104
Other Revenue
$-26,544
All Other Contributions
$60,688
Change in Net Assets
$364,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$712,291
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$58,194
Total Revenue per Audited Statements
$770,485
Total Revenue per Form 990
$712,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,029
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
Fees for Service Investment Mgmnt Fees$46,849--$46,849
Fees for Services Accounting-$5,000-$5,000
Office Expenses-$4,361-$4,361
Insurance-$3,796-$3,796
Other Expenses$283,047$2,933-$2,933
Conferences and Meetings-$2,043-$2,043
Total Functional Expenses$329,896$18,133$0$348,029

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$406,223
Expenses per Audited Statements$348,029
Total Expenses per Form 990$348,029
Expenses Not Reported on Form 990$58,194
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,194
Fundraising Gross Income$31,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$249,583$31,650$58,194$-26,544
Total Events$249,583$31,650$58,194$-26,544
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A meeting was held at the office of the outside accountant to discuss the financial statements and approve the 990 tax return.”

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

“The board of directors review the conflict of interest policy and sign the policy annually.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documnets such as the conflicts of interest policy and financial statements available to the public upon request by an individual or institution.”

Filing and Contact Details

Filer

EIN
63-6047968
Phone
2059672366

Signing Officer

Name
Margaret Brunstad
Title
Treasurer
Phone
2059672366
Signed
2014-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Brunstad
Formed
1919
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's board of directors assume the oversight responsibility of the financial statement audit and the hiring of the independent auditor. No changes in 2014.”

Financial Statement Notes

PART X, LINE 2:

“As of may 31, 2014, the organization had no uncertain tax positions that qualify for disclosure in the financial statements. Linly helfin unit files an annual form 990 with the internal revenue service and its tax returns for the year 2011 and subsequent years remain subject to examination by tax authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses”

Raw XML AppendixShowing 400 of 408 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GRANT SCHOLARSHIPS TO YOUNG WOMEN WHO ATTEND COLLEGES AND UNIVERSITIES WITHIN THE STATE OF ALABAMA
IRS990/AllOtherContributionsAmt060688
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10MARGARET BRUNSTAD
IRS990/BooksInCareOfDetail/PhoneNum02058718171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1013 OFFICE PARK CIRCLE
IRS990/BooksInCareOfDetail/USAddress/City0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/State0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode035223
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0135203
IRS990/CashNonInterestBearingGrp/EOYAmt0159285
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02043
IRS990/ConferencesMeetingsGrp/TotalAmt02043
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0217933
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0293731
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0445104
IRS990/CYOtherExpensesAmt0348029
IRS990/CYOtherRevenueAmt0-26544
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0364262
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0348029
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0712291
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS GRANTED TO YOUNG WOMEN THAT ATTEND COLLEGES AND UNIVERSITIES WITHIN THE STATE OF ALABAMA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0329896
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt046849
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046849
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0GRACE BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1KATE STOCKHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2EVE LONDON
IRS990/Form990PartVIISectionAGrp/PersonNm3BETTE OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm4FRAN GOODRICH
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGARET BRUNSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm6BABS QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROLINE THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm8HAPPY ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm9DEANE COOK
IRS990/Form990PartVIISectionAGrp/PersonNm10DALTON BLANKENSHIP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROJECT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SCHOLARSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SCHOLARSHIP CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SCHOLARSHIP TRUST FUND CHA
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01919
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0217933
IRS990/FundraisingDirectExpensesAmt058194
IRS990/FundraisingGrossIncomeAmt031650
IRS990/GainOrLossGrp/SecuritiesAmt0289487
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01692807
IRS990/GrossReceiptsAmt02173805
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03796
IRS990/InsuranceGrp/TotalAmt03796
IRS990/InvestmentIncomeGrp/ExclusionAmt0155617
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0155617
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04995193
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05335373
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01403320
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt015110
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO YOUNG WOMEN IN ALABAMA WHO ATTEND STATE OF ALABAMA UNIVERSITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05130396
IRS990/NetAssetsOrFundBalancesEOYAmt05494658
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0289487
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0289487
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-26544
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-26544
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04361
IRS990/OfficeExpensesGrp/TotalAmt04361
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02933
IRS990/OtherExpensesGrp/ProgramServicesAmt0283047
IRS990/OtherExpensesGrp/TotalAmt0283047
IRS990/OtherExpensesGrp/TotalAmt12933
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04995193
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05335373
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARGARET BRUNSTAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0253884
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0318118
IRS990/PYOtherExpensesAmt0333527
IRS990/PYOtherRevenueAmt0-6809
IRS990/PYProgramServiceRevenueAmt015430
IRS990/PYRevenuesLessExpensesAmt0247096
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0333527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0580623
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0364262
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt057528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0293731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0270271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0321749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0381523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0450403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01717677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0155617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0318027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0307481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0334308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0112262
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01227695
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0199850
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58320
IRS990ScheduleA/PublicSupportPY170Pct00.59780
IRS990ScheduleA/PublicSupportTotal170Amt01717677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0293731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0270271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0321749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0381523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0450403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01717677
IRS990ScheduleA/TotalSupportAmt02945372
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/ExpensesNotReportedAmt058194
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0348029
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt058194
IRS990ScheduleD/OtherRevenueAmt058194
IRS990ScheduleD/RevenueNotReportedAmt058194
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0712291
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2014, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. LINLY HELFIN UNIT FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURNS FOR THE YEAR 2011 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0348029
IRS990ScheduleD/TotalRevenuePerForm990Amt0712291
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0770485
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0406223
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0217933
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0217933
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0249583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0249583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031650
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LUNCHEON FASHION SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26544
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058194
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MEETING WAS HELD AT THE OFFICE OF THE OUTSIDE ACCOUNTANT TO DISCUSS THE FINANCIAL STATEMENTS AND APPROVE THE 990 TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMNETS SUCH AS THE CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY AN INDIVIDUAL OR INSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF DIRECTORS ASSUME THE OVERSIGHT RESPONSIBILITY OF THE FINANCIAL STATEMENT AUDIT AND THE HIRING OF THE INDEPENDENT AUDITOR. NO CHANGES IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05130396
IRS990/TotalAssetsEOYAmt05494658
IRS990/TotalAssetsGrp/BOYAmt05130396
IRS990/TotalAssetsGrp/EOYAmt05494658
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0293731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0329896
IRS990/TotalFunctionalExpensesGrp/TotalAmt0348029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05130396
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05494658
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0329896
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0418560
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0712291
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05130396
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05494658
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0135203
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0159285
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1013 OFFICE PARK CIRCLE
IRS990/USAddress/City0BIRMINGHAM
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode035223
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET BRUNSTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02059672366
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10LINLY HEFLIN UNIT INC
ReturnHeader/Filer/BusinessNameControlTxt0LINL
ReturnHeader/Filer/EIN0636047968
ReturnHeader/Filer/PhoneNum02059672366
ReturnHeader/Filer/USAddress/AddressLine1013 OFFICE PARK CIRCLE
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BORLAND BENEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102101 HIGHLAND AVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode035205

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,494,658
Liabilities
$0
Net assets
$5,494,658
Revenue
$712,291
Expenses
$348,029
Net income
$364,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.26$0.84$0.43
2024Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$0.82$1.02$0.20
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.63$1.17$0.54
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.77$0.84$0.93
2021Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.73$0.68$0.05
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.73$0.73$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$0.78$0.57$0.22
2018Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$3.04$0.56$2.48
2017Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$1.68$0.39$1.28
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.38$0.38$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.56$0.37$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.71$0.35$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.00$5.13$0.33
2012Summary only. Only limited summary data is available for this year.$4.88$0.00$4.88$0.63$0.31$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.00$4.57$0.28