Civic Intelligence

Birmingham Bar Assn Aid Trust 1055000398

EIN 63-6050505 • 501(c)3 • Mobile, AL

Profile

To provide financial assistance to members and former members and immediate family of members of the birmingham bar association who are in serious need of assistance.

Regions Bank Trust Dept PO Box 288Mobile, AL 36652-2886
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

559%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$561,099

Up $21,512 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$561,099

Up $21,512 (+4.0%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

Up

$34,284

Up $124 (+0.4%) from 2023

Expenses

Down

$12,728

Down $814 (-6.0%) from 2023

Net Income

Up

$21,556

Up $938 (+4.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2011: $354,600Liabilities 2011: $02011Assets 2012: $372,822Liabilities 2012: $02012Assets 2013: $406,867Liabilities 2013: $0Net Assets 2013: $406,8672013Assets 2014: $440,301Liabilities 2014: $0Net Assets 2014: $440,3012014Assets 2015: $461,514Liabilities 2015: $0Net Assets 2015: $461,5142015Assets 2016: $456,278Liabilities 2016: $0Net Assets 2016: $456,2782016Assets 2017: $448,615Liabilities 2017: $0Net Assets 2017: $448,6152017Assets 2018: $449,015Liabilities 2018: $0Net Assets 2018: $449,0152018Assets 2019: $460,393Liabilities 2019: $0Net Assets 2019: $460,3932019Assets 2020: $482,340Liabilities 2020: $0Net Assets 2020: $482,3402020Assets 2021: $519,670Liabilities 2021: $0Net Assets 2021: $519,6702021Assets 2022: $519,057Liabilities 2022: $0Net Assets 2022: $519,0572022Assets 2023: $539,587Liabilities 2023: $0Net Assets 2023: $539,5872023Assets 2024: $561,099Liabilities 2024: $0Net Assets 2024: $561,0992024

Highlighted filing

2024

Assets$561,099
Liabilities$0
Net Assets$561,099
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $23,938Expenses 2011: $3,823Net Income 2011: $20,1152011Revenue 2012: $22,049Expenses 2012: $3,827Net Income 2012: $18,2222012Revenue 2013: $37,743Expenses 2013: $4,195Net Income 2013: $33,5482013Revenue 2014: $44,291Expenses 2014: $9,277Net Income 2014: $35,0142014Revenue 2015: $25,008Expenses 2015: $5,202Net Income 2015: $19,8062015Revenue 2016: $9,399Expenses 2016: $14,286Net Income 2016: -$4,8872016Revenue 2017: $38,466Expenses 2017: $23,519Net Income 2017: $14,9472017Revenue 2018: $16,843Expenses 2018: $39,134Net Income 2018: -$22,2912018Revenue 2019: $16,590Expenses 2019: $5,143Net Income 2019: $11,4472019Revenue 2020: $27,277Expenses 2020: $5,428Net Income 2020: $21,8492020Revenue 2021: $43,511Expenses 2021: $6,165Net Income 2021: $37,3462021Revenue 2022: $5,184Expenses 2022: $5,701Net Income 2022: -$5172022Revenue 2023: $34,160Expenses 2023: $13,542Net Income 2023: $20,6182023Revenue 2024: $34,284Expenses 2024: $12,728Net Income 2024: $21,5562024

Highlighted filing

2024

Revenue$34,284
Expenses$12,728
Net Income$21,556
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$561,099
Liabilities
$0
Net assets
$561,099
Revenue
$34,284
Expenses
$12,728
Net income
$21,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.34$0.13$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.34$0.14$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.00$5.19$0.05$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.44$0.06$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.27$0.05$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.17$0.05$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.17$0.39$0.22
2017Summary only. Only limited summary data is available for this year.$4.49$0.00$4.49$0.38$0.24$0.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.00$4.56$0.09$0.14$0.05
2015Summary only. Only limited summary data is available for this year.$4.62$0.00$4.62$0.25$0.05$0.20
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$4.40$0.44$0.09$0.35
2013Summary only. Only limited summary data is available for this year.$4.07$0.00$4.07$0.38$0.04$0.34
2012Summary only. Only limited summary data is available for this year.$3.73$0.00$0.22$0.04$0.18
2011Summary only. Only limited summary data is available for this year.$3.55$0.00$0.24$0.04$0.20
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$281,633
Mission and Program Overview

Mission

To provide financial assistance to members and former members and immediate family of members of the birmingham bar association who are in serious need of assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$461,514$456,278▼ $5,236
Investments in Publicly Traded Securities$434,973$441,203▲ $6,230
Savings and Temporary Cash Investments$26,541$15,075▼ $11,466
Total Assets$461,514$456,278▼ $5,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$461,514$456,278▼ $5,236
Total Liabilities and Net Assets / Fund Balance$461,514$456,278▼ $5,236
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$3,875$3,875

Board Members and Trustees

NameTitle
Gregory H HawleyIndividual Trustee
J Mason DavisIndividual Trustee
Marda SydnorIndividual Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$270
Program Service Revenue
$0
Investment Income
$9,129
Other Revenue
$0
All Other Contributions
$270
Change in Net Assets
$-4,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,364
Salaries, Compensation, and Employee Benefits$3,875
Other Expenses$2,047
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,364--$8,364
Current Officers, Directors, Trustees, and Key Employees-$3,875-$3,875
Fees for Services Accounting-$1,950-$1,950
Other Expenses-$97-$97
Total Functional Expenses$8,364$5,922$0$14,286
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“The executive committee of the birmingham bar association (the supported organization) annually elects the individual trustees to serve each calendar year. The corporate trustee may be changed at any time by resolution of the executive committee of the birmingham bar association.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustees.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The corporate trustee fees are based upon published fee schedules. The individual trustees serve without compensation.”

Form 990, Page 6, Part VI, Line 19

“The trustees make the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Birmingham Bar Assn Aid Trust 1055000398
EIN
63-6050505
Phone
2516901024
Address
REGIONS BANK TRUST DEPT PO BOX 288, MOBILE, AL 36652-2886

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

4A and 4B

“There were no requests for grants or loans from members or former memb ers or immediate family of members of the birmingham bar association f or 2015.”

Lines 12, 13, and 14

“While this trust does not have a written conflict of interest policy, a written whistleblower policy, or a written document retention and destruction policy, regions bank as corporate trustee does have all of the above policies. All bank policies are monitored by the bank's management.”

Line 24E, All Other Expenses

“Foreign taxes on qual foreign dividends $83; foreign taxes on nonqual foreign dividends $30.”

Explanation for Form 990, Part XI, Line 9

“Timing adjustments -$118, rounding -$231”

Raw XML Appendix354 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE.
IRS990/AllOtherContributionsAmt0270
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0CORPORATE TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum02516901024
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 N WATER STREET 25TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036602
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03875
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03875
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0270
IRS990/CYGrantsAndSimilarPaidAmt08364
IRS990/CYInvestmentIncomeAmt09129
IRS990/CYOtherExpensesAmt02047
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4887
IRS990/CYSalariesCompEmpBnftPaidAmt03875
IRS990/CYTotalExpensesAmt014286
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09399
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS WERE PAID IN 2016 TO PRESENT AND FORMER MEMBERS AND IMMEDIATE FAMILY OFMEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF FINANCIAL ASSISTANCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt08364
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01950
IRS990/FeesForServicesAccountingGrp/TotalAmt01950
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0J MASON DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY H HAWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MARDA SYDNOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-174
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt08364
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08364
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08364
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0272060
IRS990/GrossReceiptsAmt0281633
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09303
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09303
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0434973
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0441203
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0272234
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0461514
IRS990/NetAssetsOrFundBalancesEOYAmt0456278
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-174
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-174
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-349
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt097
IRS990/OtherExpensesGrp/TotalAmt097
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0REGIONS BANK TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0295
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024713
IRS990/PYOtherExpensesAmt01313
IRS990/PYRevenuesLessExpensesAmt019806
IRS990/PYSalariesCompEmpBnftPaidAmt03889
IRS990/PYTotalExpensesAmt05202
IRS990/PYTotalRevenueAmt025008
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4887
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0461514
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0456278
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026541
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015075
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS A 501(c)(6) ORGANIZATION, BIRMINGHAM BAR ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, BIRMINGHAM BAR ASSOCIATION PROVIDED A COPY OF THE IRS DETERMINATION LETTER TO CONFIRM IT IS A 501(c)(6) ORG. THE BIRMINGHAM BAR ASSOCIATION PROVIDED A PRO FORMA OF THEIR 990 SCH A, PART III TO CONFIRM THAT IT SATISFIES THE PUBLIC SUPPORT TESTS UNDER SEC 509(a)(2) FOR THE FYE 11/30/2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE GOVERNING DOCUMENT REQUIRES THAT ANY GRANT WILL BE GIVEN ONLY TO T HE EXTENT AND TO SUCH PERSONS, IN THE BEST JUDGMENT OF THE TRUSTEES, C AUSE THE ASSISTANCE TO BE CHARITABLE UNDER 501(c)(3). A MAJORITY OF T HE INDIVIDUAL TRUSTEES MAKE THE DETERMINATION AND PROVIDE WRITTEN INST RUCTION TO THE CORPORATE TRUSTEE APPROVING THE GRANT AND PROVIDING THE CHARITABLE PURPOSE FOR THE GRANT UNDER 170(c)(2)(B).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE BIRMINGHAM BAR ASSOCIATION CONFIRMED TO THE CORPORATE TRUSTEE IN W RITING THAT ALL SUPPORT PROVIDED TO THEM BY THE BIRMINGHAM BAR ASSN AI D TRUST WAS USED EXCLUSIVELY FOR SEC 170(c)(2)(b) PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc03A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc23C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc33C (CONT)
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630441670
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BIRMINGHAM BAR ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08094
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08364
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Member of Bar Indigent Care
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS ISSUES AFTER A THROROUGH REVIEW PROCESS. IT THAN FOLLOWS UP WITH EACH RECIPEINT TO ENSURE THE FUNDS WERE USED FOR THE INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO REQUESTS FOR GRANTS OR LOANS FROM MEMBERS OR FORMER MEMB ERS OR IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION F OR 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAXES ON QUAL FOREIGN DIVIDENDS $83; FOREIGN TAXES ON NONQUAL FOREIGN DIVIDENDS $30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE OF THE BIRMINGHAM BAR ASSOCIATION (THE SUPPORTED ORGANIZATION) ANNUALLY ELECTS THE INDIVIDUAL TRUSTEES TO SERVE EACH CALENDAR YEAR. THE CORPORATE TRUSTEE MAY BE CHANGED AT ANY TIME BY RESOLUTION OF THE EXECUTIVE COMMITTEE OF THE BIRMINGHAM BAR ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. THE INDIVIDUAL TRUSTEES SERVE WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUSTEES MAKE THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TIMING ADJUSTMENTS -$118, ROUNDING -$231
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc04A and 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINES 12, 13, AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 24E, ALL OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BIRMINGHAM BAR ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630441670
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE MEMBER EDUCATION AND ACCESS TO JUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02021 SECOND AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0461514
IRS990/TotalAssetsEOYAmt0456278
IRS990/TotalAssetsGrp/BOYAmt0461514
IRS990/TotalAssetsGrp/EOYAmt0456278
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0270
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05922
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08364
IRS990/TotalFunctionalExpensesGrp/TotalAmt014286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0461514
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456278
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08364
IRS990/TotalReportableCompFromOrgAmt03875
IRS990/TotalRevenueGrp/ExclusionAmt09129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09399
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0461514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0456278
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2886
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0366522886
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02516901024
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRMINGHAM BAR ASSN AID TRUST 1055000398
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0636050505
ReturnHeader/Filer/PhoneNum02516901024
ReturnHeader/Filer/USAddress/AddressLine1Txt0REGIONS BANK TRUST DEPT PO BOX 288
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0366522886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05318E361120EEC7778E554040EBB355569E59881
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C10DE4C1C21B1C7C095355D83569915DE35CFF0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T11:00:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.