Civic Intelligence

Linly Heflin Unit Inc

990 • Fiscal year 2021 • EIN 63-6047968

Jun 01, 2020 to May 31, 2021 • Filed on Aug 11, 2021

Organization ProfileN/A
13 Office Park CircleBirmingham, AL 35223

(205) 871-8171

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

38th percentile

6.6%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.2%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-0.7%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$9,658,747

Down $20,563 (-0.2%) from 2020

Net Assets

Down

$9,658,747

Down $20,563 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin38th percentile

Revenue

Down

$728,859

Down $5,418 (-0.7%) from 2020

Expenses

Down

$680,959

Down $45,243 (-6.2%) from 2020

Net Income

Up

$47,900

Up $39,825 (+493%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$9,658,747
Liabilities$0
Net Assets$9,658,747
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$728,859
Expenses$680,959
Net Income$47,900
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 11, 2021
Return Version
2020v4.1
Gross Receipts
$5,468,564
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 alabama

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,591,884$9,528,979▼ $62,905
Cash and Non-Interest-Bearing Accounts$87,426$129,768▲ $42,342
Total Assets$9,679,310$9,658,747▼ $20,563
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,591,884$9,528,979▼ $62,905
Net Assets Without Donor Restrictions$87,426$129,768▲ $42,342
Total Net Assets Fund Balance$9,679,310$9,658,747▼ $20,563
Total Liabilities and Net Assets / Fund Balance$9,679,310$9,658,747▼ $20,563
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Sheri CoreyScholarship Chair
Sumner StarlingScholarship Co-chair
Nancy BrombergPast President
Patti BadhamPresident
Jean Oliver1st Vice President
Virginia Phillips2nd Vice President
Cindy MarburyCorresponding Secretary
Kathy HoskinsProject Treasurer
Marageret LittleRecording Secretary
Pam PritchardScholarship Trust Fund CHA
Susie AbbottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$320,161
Program Service Revenue
$0
Investment Income
$422,500
Other Revenue
$-13,802
All Other Contributions
$90,278
Change in Net Assets
$47,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$656,629
Other Expenses$24,330
Total Fundraising Expense$7,933
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$656,629--$656,629
Fees for Services Accounting-$2,500$2,500$5,000
Insurance-$2,203$2,203$4,406
Office Expenses-$2,940-$2,940
Other Expenses-$1,310$42$1,352
Conferences and Meetings-$450-$450
Total Functional Expenses$656,629$16,397$7,933$680,959
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,887
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mail Out$215,753-$13,887-
Total Events$215,753-$13,887$-13,887
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 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 B, Line 11B

“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

Filer Name
Linly Heflin Unit Inc
EIN
63-6047968
Phone
2058718171
Address
13 OFFICE PARK CIRCLE, BIRMINGHAM, AL 35223

Signing Officer

Name
Susie Abbott
Title
Treasurer
Phone
2058718171
Signed
2021-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susie Abbott
Formed
1919
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PKWY STE 875, BIRMINGHAM, AL 35209
Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

Form 990

“The organization's board of directors assume the oversight responsibility of the financial statement audit and the hiring of the independent auditor. No change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“As of may 31, 2021, 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.”

Raw XML AppendixShowing 400 of 419 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/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01228471
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0130329
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IRS990ScheduleA/PublicSupportCY170Pct00.80340
IRS990ScheduleA/PublicSupportPY170Pct00.83800
IRS990ScheduleA/PublicSupportTotal170Amt05019024
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IRS990ScheduleA/TotalSupportAmt06247495
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2021, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013887
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013887
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0656629
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGES AND UNIVERSITIES IN HE STATE OF ALABAMA.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP APPICANTS MUST SUBMIT AN APPLICATION. THE SCHOLARSHIP COMMITTEE SELECTS SEVERAL APPLICATIONS TO INTERVIEW THE INDIVIDUALS. THEN, THE SCHOLARSHIP COMMITTEE MAKES THEIR SELECTION OF SCHOLARSHIP RECEIPIENTS BASED ON SEVERAL CRITERIA THAT INCLUDES GPA, ACT SCORE, AND INTERVIEW.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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 CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/USAddress/ZIPCd035223
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSIE ABBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058718171
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINLY HEFLIN UNIT INC
ReturnHeader/Filer/BusinessNameControlTxt0LINL
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,658,747
Liabilities
$0
Net assets
$9,658,747
Revenue
$728,859
Expenses
$680,959
Net income
$47,900
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