Civic Intelligence

Birmingham Kiwanis Foundation

990 • Fiscal year 2013 • EIN 63-6056848

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

2019 4th Avenue North35203

(205) 251-0032

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.16x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$2,534,745

Up $411,355 (+19%) from 2012

Net Assets

Up

$2,474,745

Up $411,355 (+20%) from 2012

Liabilities

Flat

$60,000

Flat from 2012

Revenue

$371,138

No earlier filing loaded for comparison.

Expenses

Down

$161,543

Down $227,160 (-58%) from 2012

Net Income

$209,595

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,972,616Liabilities 2010: $0Net Assets 2010: $1,972,6162010Assets 2011: $1,947,789Liabilities 2011: $0Net Assets 2011: $1,947,7892011Assets 2012: $2,123,390Liabilities 2012: $60,000Net Assets 2012: $2,063,3902012Assets 2013: $2,534,745Liabilities 2013: $60,000Net Assets 2013: $2,474,7452013Assets 2014: $2,534,050Liabilities 2014: $65,000Net Assets 2014: $2,469,0502014Assets 2015: $2,380,948Liabilities 2015: $65,000Net Assets 2015: $2,315,9482015Assets 2016: $2,470,556Liabilities 2016: $0Net Assets 2016: $2,470,5562016Assets 2017: $7,934,645Liabilities 2017: $1,165,000Net Assets 2017: $6,769,6452017Assets 2018: $9,525,441Liabilities 2018: $2,830,158Net Assets 2018: $6,695,2832018Assets 2019: $9,610,088Liabilities 2019: $2,100,450Net Assets 2019: $7,509,6382019Assets 2020: $9,444,248Liabilities 2020: $1,383,450Net Assets 2020: $8,060,7982020Assets 2021: $8,258,957Liabilities 2021: $8,550Net Assets 2021: $8,250,4072021Assets 2022: $2,189,689Liabilities 2022: $450Net Assets 2022: $2,189,2392022Assets 2023: $2,331,246Liabilities 2023: $450Net Assets 2023: $2,330,7962023Assets 2024: $2,511,402Liabilities 2024: $0Net Assets 2024: $2,511,4022024

Highlighted filing

2013

Assets$2,534,745
Liabilities$60,000
Net Assets$2,474,745

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $74,8662010Expenses 2011: $90,0462011Expenses 2012: $388,7032012Revenue 2013: $371,138Expenses 2013: $161,543Net Income 2013: $209,5952013Revenue 2014: $334,375Expenses 2014: $317,099Net Income 2014: $17,2762014Revenue 2015: $317,964Expenses 2015: $308,545Net Income 2015: $9,4192015Revenue 2016: $299,468Expenses 2016: $245,261Net Income 2016: $54,2072016Revenue 2017: $4,275,663Expenses 2017: $180,774Net Income 2017: $4,094,8892017Revenue 2018: $437,498Expenses 2018: $209,530Net Income 2018: $227,9682018Revenue 2019: $774,017Expenses 2019: $218,936Net Income 2019: $555,0812019Revenue 2020: $459,099Expenses 2020: $115,350Net Income 2020: $343,7492020Revenue 2021: $415,878Expenses 2021: $182,014Net Income 2021: $233,8642021Revenue 2022: $131,205Expenses 2022: $5,819,350Net Income 2022: -$5,688,1452022Revenue 2023: $82,122Expenses 2023: $114,423Net Income 2023: -$32,3012023Revenue 2024: $127,711Expenses 2024: $135,622Net Income 2024: -$7,9112024

Highlighted filing

2013

Revenue$371,138
Expenses$161,543
Net Income$209,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$923,021
Mission and Program Overview

Mission

To administer the funds and the income of the foundation in legal and legitimate ways, to those charitable, educational, religious, literary and scientific causes selected by the board of directors to further the civic and community service objectives of the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,165,274$1,432,872▲ $267,598
Investments Other Securities$769,142$815,788▲ $46,646
Savings and Temporary Cash Investments$188,974$286,085▲ $97,111
Total Assets$2,123,390$2,534,745▲ $411,355
Liabilities
Other Liabilities$60,000$60,000→ $0
Total Liabilities$60,000$60,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,063,390$2,293,397▲ $230,007
Temporarily Rstr Net Assets-$181,348-
Total Net Assets Fund Balance$2,063,390$2,474,745▲ $411,355
Total Liabilities and Net Assets / Fund Balance$2,123,390$2,534,745▲ $411,355

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$815,788--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Harry B Brock IiiPast President
Robert B AlandPresident
Ralph D CookVice President
Andrew J MeehanDirector
Ben I Jackson JrDirector
David SilversteinDirector
Forest WhatleyDirector
James a PattonDirector
Kelly J ToddDirector
M Davis Goodson JrDirector
Scott L BerteDirector
Scott R RussellDirector
Tracy Morant-adamsDirector
William E HortonDirector
William S Pritchard IiiDirector
M Owens SimsAssistant Treasurer
Morgan W W MurphyImmediate Past Secretary
D Scott AdamsSecretary
Armand B St RaymondTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,715
Program Service Revenue
$0
Investment Income
$121,423
Other Revenue
$0
All Other Contributions
$249,715
Change in Net Assets
$209,595

Audited Revenue Reconciliation

Revenue per Audited Statements
$371,138
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$201,760
Total Revenue per Audited Statements
$572,898
Total Revenue per Form 990
$371,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$151,988
Other Expenses$9,555
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$151,988--$151,988
Fees for Service Investment Mgmnt Fees-$9,555-$9,555
Total Functional Expenses$151,988$9,555$0$161,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$161,543
Total Expenses per Audited Statements$161,543
Total Expenses per Form 990$161,543
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Kiwanis Club of Birmingham$60,000
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

The treasurer reviews the form 990.

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

The board of directors review annually for any conflicts of interest.

Form 990, Part VI, Section C, Line 19

The form 990 is posted on the website www.guidestar.org.

Filing and Contact Details

Filer

EIN
63-6056848
Phone
2052510032

Signing Officer

Name
Gail Vaughan
Title
Executive Director
Phone
2052510032
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Vaughan
Formed
1965
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Preparer
Jeff Thornton
Phone
2053235440
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There has been no change in the selection process during the year.

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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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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt060000
IRS990/OtherLiabilitiesGrp/EOYAmt060000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GAIL VAUGHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0264511
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0381172
IRS990/PYInvestmentIncomeAmt035020
IRS990/PYOtherExpensesAmt07531
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-89172
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0388703
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0299531
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0209595
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0188974
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0286085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0249715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0264511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt070882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0727512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt060105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035361
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0255551
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74000
IRS990ScheduleA/PublicSupportPY170Pct00.66070
IRS990ScheduleA/PublicSupportTotal170Amt0727512
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0264511
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0727512
IRS990ScheduleA/TotalSupportAmt0983063
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0161543
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0201760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO KIWANIS CLUB OF BIRMINGHAM
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0815788
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0201760
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0371138
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0815788
IRS990ScheduleD/TotalExpensesPerForm990Amt0161543
IRS990ScheduleD/TotalLiabilityAmt060000
IRS990ScheduleD/TotalRevenuePerForm990Amt0371138
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0572898
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0161543
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEW ANNUALLY FOR ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS POSTED ON THE WEBSITE WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS DURING THE YEAR.
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10KIWANIS CLUB OF BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630022117
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATED PRIMARILY TO PROMOTE CIVIC HEALTH AND EDUCATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102019 4TH AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode035203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt060000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH/FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10KIWANIS CLUB OF BIRMINGHAM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0181348
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02123390
IRS990/TotalAssetsEOYAmt02534745
IRS990/TotalAssetsGrp/BOYAmt02123390
IRS990/TotalAssetsGrp/EOYAmt02534745

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13$5.82$5.69
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.01$8.25$0.42$0.18$0.23
2020Detailed filing. Detailed filing data is available for this year.$9.44$1.38$8.06$0.46$0.12$0.34
2019Detailed filing. Detailed filing data is available for this year.$9.61$2.10$7.51$0.77$0.22$0.56
2018Detailed filing. Detailed filing data is available for this year.$9.53$2.83$6.70$0.44$0.21$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.93$1.17$6.77$4.28$0.18$4.09
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.30$0.25$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.07$2.32$0.32$0.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.07$2.47$0.33$0.32$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.06$2.47$0.37$0.16$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.06$2.06$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.07