Civic Intelligence

Birmingham Historical Society

EIN 63-6050611 • 501(c)3 • Birmingham, AL

Profile

Birmingham Historical Society's

PO Box 321474Birmingham, AL 35232

www.bhistorical.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

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

Net Margin

93rd percentile

63%

Higher net margin than 93% 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

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,753,961

Up $297,983 (+12%) from 2023

Liabilities

Down

$105

Down $283 (-73%) from 2023

Net Assets

Up

$2,753,856

Up $298,266 (+12%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Down

$319,448

Down $130,459 (-29%) from 2023

Expenses

Down

$119,665

Down $26,001 (-18%) from 2023

Net Income

Down

$199,783

Down $104,458 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $741,511Liabilities 2011: $1,826Net Assets 2011: $739,6852011Assets 2012: $860,639Liabilities 2012: $1,266Net Assets 2012: $859,3732012Assets 2013: $1,038,140Liabilities 2013: $1,308Net Assets 2013: $1,036,8322013Assets 2014: $1,146,483Liabilities 2014: $680Net Assets 2014: $1,145,8032014Assets 2015: $1,133,442Liabilities 2015: $1,296Net Assets 2015: $1,132,1462015Assets 2016: $1,262,348Liabilities 2016: $6Net Assets 2016: $1,262,3422016Assets 2017: $1,450,104Liabilities 2017: $43Net Assets 2017: $1,450,0612017Assets 2018: $1,333,661Liabilities 2018: $47Net Assets 2018: $1,333,6142018Assets 2019: $1,613,540Liabilities 2019: $339Net Assets 2019: $1,613,2012019Assets 2020: $1,707,664Liabilities 2020: $194Net Assets 2020: $1,707,4702020Assets 2021: $1,914,372Liabilities 2021: $439Net Assets 2021: $1,913,9332021Assets 2022: $2,042,908Liabilities 2022: $419Net Assets 2022: $2,042,4892022Assets 2023: $2,455,978Liabilities 2023: $388Net Assets 2023: $2,455,5902023Assets 2024: $2,753,961Liabilities 2024: $105Net Assets 2024: $2,753,8562024

Highlighted filing

2024

Assets$2,753,961
Liabilities$105
Net Assets$2,753,856
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$600K$400K$200K$0Revenue 2011: $135,342Expenses 2011: $125,029Net Income 2011: $10,3132011Revenue 2012: $135,248Expenses 2012: $96,328Net Income 2012: $38,9202012Revenue 2013: $136,632Expenses 2013: $96,218Net Income 2013: $40,4142013Revenue 2014: $180,974Expenses 2014: $110,983Net Income 2014: $69,9912014Revenue 2015: $153,813Expenses 2015: $107,221Net Income 2015: $46,5922015Revenue 2016: $153,912Expenses 2016: $83,966Net Income 2016: $69,9462016Revenue 2017: $160,573Expenses 2017: $128,903Net Income 2017: $31,6702017Revenue 2018: $134,312Expenses 2018: $74,735Net Income 2018: $59,5772018Revenue 2019: $187,658Expenses 2019: $109,975Net Income 2019: $77,6832019Revenue 2020: $202,086Expenses 2020: $100,582Net Income 2020: $101,5042020Revenue 2021: $179,544Expenses 2021: $116,490Net Income 2021: $63,0542021Revenue 2022: $474,787Expenses 2022: $115,213Net Income 2022: $359,5742022Revenue 2023: $449,907Expenses 2023: $145,666Net Income 2023: $304,2412023Revenue 2024: $319,448Expenses 2024: $119,665Net Income 2024: $199,7832024

Highlighted filing

2024

Revenue$319,448
Expenses$119,665
Net Income$199,783
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,753,961
Liabilities
$105
Net assets
$2,753,856
Revenue
$319,448
Expenses
$119,665
Net income
$199,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.32$0.12$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.45$0.15$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.47$0.12$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.12$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.20$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.16$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.18$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.14$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.14$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.14$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$887,793
Mission and Program Overview

Mission

The Birmingham Historical Society researches and interprets the history of Birmingham and its surroundings and helps initiate and support the preservation of historic landmarks, parks, and neighborhoods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,277,782$2,574,943▲ $297,161
Cash and Non-Interest-Bearing Accounts$89,860$97,395▲ $7,535
Land, Buildings, and Equipment, Net$86,216$81,482▼ $4,734
Accounts Receivable$576--
Prepaid Expenses and Deferred Charges$1,544$141▼ $1,403
Total Assets$2,455,978$2,753,961▲ $297,983
Liabilities
Accounts Payable and Accrued Expenses$388$105▼ $283
Total Liabilities$388$105▼ $283
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,557,652$2,604,456▲ $1,046,804
Net Assets With Donor Restrictions$897,938$149,400▼ $748,538
Total Net Assets Fund Balance$2,455,590$2,753,856▲ $298,266
Total Liabilities and Net Assets / Fund Balance$2,455,978$2,753,961▲ $297,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,772$36,638-
Leasehold Improvements$74,710$5,025-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,227,644$117,439▲ $242,377-$2,574,943
2023$1,809,777$186,914▲ $241,424-$2,227,644
2022$1,804,795$184,058▼ $170,565-$1,809,777
2021$1,599,116$8,996▲ $206,515-$1,804,795
2020$1,484,825$17,565▲ $105,472-$1,599,116
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marjorie L WhiteChairman
Wayne HesterPresident
Julius Linn Jr JrVice-President
Kaydee E BremenVice-President
Rick SpragueVice-President
Barbara ShoresTrustee
Birgit KibelkaTrustee
Brian RushingTrustee
Carolanne RobertsTrustee
Dan WeathersTrustee
Edgar B Marx Jr JrTrustee
Elizabeth SaundersTrustee
F Cleveland KinneyTrustee
Gerry WatersTrustee
Gregory WilsonTrustee
Henry Ray JrTrustee
Jay DraperTrustee
Jim EmisonTrustee
Karla CalvertTrustee
Karyn UptainTrustee
Katie TiptonTrustee
Linda J NelsonTrustee
Louise J McPhillipsTrustee
Marion WalkerTrustee
Patrick CatherTrustee
Rebecca MoodyTrustee
Sarah SlaughterTrustee
Sumter ColemanTrustee
Virginia MarksteinTrustee
Wilhelmina ThomasTrustee
Will SlaughterTrustee
Wyatt HaskellTrustee
Alice M BowsherTrustee Emeritus
Charles CaldwellTrustee Emeritus
Sam FrazierTrustee Emeritus
Carol L SlaughterSecretary
Allison A BooneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,448
Program Service Revenue
$0
Investment Income
$153,295
Other Revenue
$14,705
All Other Contributions
$64,555
Change in Net Assets
$199,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,665
Total Fundraising Expense$1,832
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$26,520-$26,520
Other Expenses$19,014$10,127$1,832$19,014
Fees for Service Investment Mgmnt Fees-$12,517-$12,517
Fees for Services Accounting-$9,750-$9,750
Office Expenses$397$7,010-$7,407
Fees for Services Management$270$5,308-$5,578
Insurance-$5,084-$5,084
Depreciation Depletion-$4,758-$4,758
All Other Expenses$2,940$556-$3,496
Conferences and Meetings$2,851--$2,851
Information Technology-$1,134-$1,134
Total Functional Expenses$34,948$82,885$1,832$119,665
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
Annual disclosure for covered persons
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

Officer directors etc family relationship Part VI line 2

“Jim Emison and Karyn Uptain are Father and Daughter. Family Relationship Carol Slaughter is Will Slaughters Aunt. Family Relationship”

Organizational document changes Part VI line 4

“The members no longer vote for the Trustees. The Trustees are self-perpetuating, as per Alabama law for non-profits.”

Members or stockholder classes and rights Part VI line 6

“The Society has members, some of whom serve as Trustees and Honorary Trustees. Honorary Trustees may attend Trustee meetings, but they cannot vote.”

Form 990 governing body review Part VI line 11

“Members of the Executive Committee receive a copy of Form 990 prior to its submission for their review and comments.”

Conflict of interest policy compliance Part VI line 12C

“Trustees annually are asked to disclose any potential conflicts of interest they might have.”

Governing documents etc available to public Part VI line 19

“The Society makes its governing documents, policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Birmingham Historical Society
EIN
63-6050611
In Care Of
% Marjorie L White
Phone
2058355621
Address
PO Box 321474, Birmingham, AL 35232

Signing Officer

Name
Marjorie L White
Title
Chairman
Phone
2058355621
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1942
Legal Domicile
Al
Voting Board Members
34
Independent Board Members
34
Employees
0

Preparer

Firm
Cardinal Partners LLC
Address
608 Baronne St, New Orleans, LA 70113
Preparer
Jeremy Touart
Phone
2052866700
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“The amount on Part XI, line 9 is the amount of Net Assets Released from Restrictions.”

Part III response or note to any other line in Part III

“Other program service expenses - 4,738”

Part XI response or note to any line in Part XI

“The amount on Part XI, line 5 is the amount of unrealized capital gains from investments that was recorded for financial statement purposes.”

Financial Statement Notes

Part II, Line 3-Summary of easement written policies

“The Society holds facade easements on properties listed on the National Register of Historic Places. An annual review of the structures is conducted. If the owners of the properties do not keep them in appropriate order, the Society is required to take them to court to obtain the appropriate improvements.”

Part II, Line 9-Description of easement reporting

“The Society does not report the easements in their financial statements.”

Part III, Line 4-Description organization'S collections

“The Society is a research and educational institution that holds papers, photographs, and maps collected as a part of efforts to document and tell the story of the city.”

Part V, Line 4-Intended uses of endowment funds

“The Endowment funds are to be used in the future to assure the continuance of the organization.”

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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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