Civic Intelligence

Birmingham Museum of Art Endowment Trust

990 • Fiscal year 2014 • EIN 63-6188288

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 17, 2014

Organization ProfileN/A
1400 Parkplace Tower 2001 Parkplace35203

(205) 254-2565

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

67th percentile

9.4%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

50th percentile

3.4%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

154%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$20,830,073

Up $689,883 (+3.4%) from 2013

Net Assets

Up

$20,830,073

Up $698,467 (+3.5%) from 2013

Liabilities

Down

$0

Down $8,584 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin67th percentile

Revenue

Up

$2,446,352

Up $1,483,811 (+154%) from 2013

Expenses

Up

$2,217,484

Up $1,166,957 (+111%) from 2013

Net Income

Up

$228,868

Up $316,854 (+360%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,751,164Liabilities 2010: $0Net Assets 2010: $17,751,1642010Assets 2011: $19,543,390Liabilities 2011: $0Net Assets 2011: $19,543,3902011Assets 2012: $19,547,406Liabilities 2012: $8,584Net Assets 2012: $19,538,8222012Assets 2013: $20,140,190Liabilities 2013: $8,584Net Assets 2013: $20,131,6062013Assets 2014: $20,830,073Liabilities 2014: $0Net Assets 2014: $20,830,0732014Assets 2015: $20,698,021Liabilities 2015: $0Net Assets 2015: $20,698,0212015Assets 2016: $18,871,252Liabilities 2016: $0Net Assets 2016: $18,871,2522016Assets 2017: $21,547,418Liabilities 2017: $0Net Assets 2017: $21,547,4182017Assets 2018: $23,655,084Liabilities 2018: $28,500Net Assets 2018: $23,626,5842018Assets 2019: $25,403,383Liabilities 2019: $28,500Net Assets 2019: $25,374,8832019Assets 2020: $25,387,839Liabilities 2020: $0Net Assets 2020: $25,387,8392020Assets 2021: $30,570,277Liabilities 2021: $0Net Assets 2021: $30,570,2772021Assets 2022: $25,093,912Liabilities 2022: $25,964Net Assets 2022: $25,067,9482022Assets 2023: $26,361,696Liabilities 2023: $0Net Assets 2023: $26,361,6962023Assets 2024: $31,201,463Liabilities 2024: $0Net Assets 2024: $31,201,4632024

Highlighted filing

2014

Assets$20,830,073
Liabilities$0
Net Assets$20,830,073
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $413,8562010Expenses 2011: $56,2122011Expenses 2012: $46,7232012Revenue 2013: $962,541Expenses 2013: $1,050,527Net Income 2013: -$87,9862013Revenue 2014: $2,446,352Expenses 2014: $2,217,484Net Income 2014: $228,8682014Revenue 2015: $1,165,819Expenses 2015: $712,691Net Income 2015: $453,1282015Revenue 2016: $310,639Expenses 2016: $927,295Net Income 2016: -$616,6562016Revenue 2017: $2,271,371Expenses 2017: $843,658Net Income 2017: $1,427,7132017Revenue 2018: $2,191,005Expenses 2018: $790,728Net Income 2018: $1,400,2772018Revenue 2019: $1,841,111Expenses 2019: $801,754Net Income 2019: $1,039,3572019Revenue 2020: $602,238Expenses 2020: $919,738Net Income 2020: -$317,5002020Revenue 2021: $676,728Expenses 2021: $1,245,236Net Income 2021: -$568,5082021Revenue 2022: $1,079,884Expenses 2022: $1,249,372Net Income 2022: -$169,4882022Revenue 2023: $632,831Expenses 2023: $1,237,747Net Income 2023: -$604,9162023Revenue 2024: $3,637,520Expenses 2024: $1,571,943Net Income 2024: $2,065,5772024

Highlighted filing

2014

Revenue$2,446,352
Expenses$2,217,484
Net Income$228,868
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 17, 2014
Return Version
2013v4.0
Gross Receipts
$13,007,344
Mission and Program Overview

Mission

Purpose is to use income produced by the trust to support the operations of bma at the direction of the directors.

To provide income for the operations of the birmingham museum of art

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$18,687,384$19,444,507▲ $757,123
Cash and Non-Interest-Bearing Accounts$1,079,834$1,054,388▼ $25,446
Pledges and Grants Receivable$372,972$331,178▼ $41,794
Total Assets$20,140,190$20,830,073▲ $689,883
Liabilities
Accounts Payable and Accrued Expenses$8,584--
Total Liabilities$8,584$0▼ $8,584
Net Assets / Fund Balance
Temporarily Rstr Net Assets$20,131,606$20,830,073▲ $698,467
Total Net Assets Fund Balance$20,131,606$20,830,073▲ $698,467
Total Liabilities and Net Assets / Fund Balance$20,140,190$20,830,073▲ $689,883

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$19,444,507--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,767,219$273,250▲ $2,642,700$2,167,681$20,465,685
2012$18,174,434$298,249▲ $1,980,980$635,917$19,767,219
2011$17,805,533$1,847,813▼ $451,021$981,168$18,174,434
2010$14,534,136$1,186,230▲ $2,572,646$441,267$17,805,533
2009$12,369,695$760,539▲ $1,443,801-$14,534,136
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
William J CabanissChairman
David FieldsDirector
J Michael RedikerDirector
Lyndra DanielDirector
Ralph D CookEx-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$273,250
Program Service Revenue
$0
Investment Income
$2,173,102
Other Revenue
$0
All Other Contributions
$273,250
Change in Net Assets
$228,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,217,484
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
Payments to Affiliates$2,167,681--$2,167,681
Fees for Service Investment Mgmnt Fees-$49,803-$49,803
Total Functional Expenses$2,167,681$49,803$0$2,217,484
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
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“All decisions made by the governing body are subject to a vote of approval by the majority of board members”

Form 990, Part VI, Section B, Line 11

“The accountant met with members of the governing board to review the 990 tax return and approve of it before filing the 990 with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request by an individual or corporation.”

Filing and Contact Details

Filer

EIN
63-6188288
Phone
2052542565

Signing Officer

Name
Johnny Mcintosh
Title
CFO
Phone
2052542565
Signed
2014-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnny Mcintosh
Formed
1951
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Jeff 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 change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“As of june 30, 2014, the foundation had no uncertain tax positions that qualify for disclosure in the financial statements. The museum files an annual form 990 with the internal revenue service and its tax returns for the year 2010 and subsequent years remain subject to examination by tax authorities.”

Raw XML Appendix380 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
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SECURITIES AND OTHER INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF JUNE 30, 2014, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND ITS TAX RETURNS FOR THE YEAR 2010 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt019444507
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO A VOTE OF APPROVAL BY THE MAJORITY OF BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTANT MET WITH MEMBERS OF THE GOVERNING BOARD TO REVIEW THE 990 TAX RETURN AND APPROVE OF IT BEFORE FILING THE 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY AN INDIVIDUAL OR CORPORATION.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
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/BusinessNameLine10BIRMINGHAM MUSEUM OF ART
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237077565
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT FOR THE MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102000 8TH AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode035203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02167681
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10BIRMINGHAM MUSEUM OF ART
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020131606
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt020830073
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020140190
IRS990/TotalAssetsEOYAmt020830073
IRS990/TotalAssetsGrp/BOYAmt020140190
IRS990/TotalAssetsGrp/EOYAmt020830073
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0273250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02167681
IRS990/TotalFunctionalExpensesGrp/TotalAmt02217484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08584
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt08584
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020131606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020830073
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02167681
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02173102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02446352
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020140190
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020830073
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101400 PARKPLACE TOWER 2001 PARKPLACE
IRS990/USAddress/City0BIRMINGHAM
IRS990/USAddress/State0AL
IRS990/USAddress/ZIPCode035203
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNY MCINTOSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02052542565
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10BIRMINGHAM MUSEUM OF ART ENDOWMENT TRUST AGENCY
ReturnHeader/Filer/BusinessNameControlTxt0BIRM
ReturnHeader/Filer/EIN0636188288
ReturnHeader/Filer/PhoneNum02052542565
ReturnHeader/Filer/USAddress/AddressLine101400 PARKPLACE TOWER 2001 PARKPLACE
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BORLAND BENEFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 590148
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0352590148
ReturnHeader/PreparerPersonGrp/PhoneNum02058027212
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHANDLER CPA
ReturnHeader/ReturnTs02015-01-12T13:58:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$20,830,073
Liabilities
$0
Net assets
$20,830,073
Revenue
$2,446,352
Expenses
$2,217,484
Net income
$228,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$3.64$1.57$2.07
2023Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$0.63$1.24$0.60
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.03$25.1$1.08$1.25$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.00$30.6$0.68$1.25$0.57
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.60$0.92$0.32
2019Detailed filing. Detailed filing data is available for this year.$25.4$0.03$25.4$1.84$0.80$1.04
2018Detailed filing. Detailed filing data is available for this year.$23.7$0.03$23.6$2.19$0.79$1.40
2017Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$2.27$0.84$1.43
2016Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.31$0.93$0.62
2015Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.17$0.71$0.45
2014Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$2.45$2.22$0.23
2013Summary only. Only limited summary data is available for this year.$20.1$0.01$20.1$0.96$1.05$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.01$19.5$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.00$19.5$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.00$17.8$0.41