Civic Intelligence

Books-A-Million Inc. Associate Assistance Fund

990 • Fiscal year 2020 • EIN 65-1260597

Feb 01, 2019 to Jan 31, 2020 • Filed on Jun 02, 2020

402 Industrial LaneBirmingham, AL 35211

(205) 942-3737

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

50th percentile

6.5%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-9.7%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$645,952

Up $39,416 (+6.5%) from 2019

Net Assets

Up

$645,952

Up $39,416 (+6.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$104,581

Down $11,195 (-9.7%) from 2019

Expenses

Down

$65,165

Down $34,287 (-34%) from 2019

Net Income

Up

$39,416

Up $23,092 (+141%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $203,134Liabilities 2010: $0Net Assets 2010: $203,1342010Assets 2011: $266,477Liabilities 2011: $0Net Assets 2011: $266,4772011Assets 2012: $329,315Liabilities 2012: $0Net Assets 2012: $329,3152012Assets 2013: $367,206Liabilities 2013: $0Net Assets 2013: $367,2062013Assets 2014: $415,147Liabilities 2014: $0Net Assets 2014: $415,1472014Assets 2015: $463,021Liabilities 2015: $0Net Assets 2015: $463,0212015Assets 2016: $529,082Liabilities 2016: $0Net Assets 2016: $529,0822016Assets 2017: $551,107Liabilities 2017: $0Net Assets 2017: $551,1072017Assets 2018: $590,212Liabilities 2018: $0Net Assets 2018: $590,2122018Assets 2019: $606,536Liabilities 2019: $0Net Assets 2019: $606,5362019Assets 2020: $645,952Liabilities 2020: $0Net Assets 2020: $645,9522020Assets 2021: $677,695Liabilities 2021: $0Net Assets 2021: $677,6952021Assets 2022: $694,085Liabilities 2022: $0Net Assets 2022: $694,0852022Assets 2023: $681,098Liabilities 2023: $0Net Assets 2023: $681,0982023Assets 2024: $681,515Liabilities 2024: $0Net Assets 2024: $681,5152024Assets 2025: $642,957Liabilities 2025: $0Net Assets 2025: $642,9572025

Highlighted filing

2020

Assets$645,952
Liabilities$0
Net Assets$645,952

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $154,621Expenses 2010: $89,545Net Income 2010: $65,0762010Revenue 2011: $155,519Expenses 2011: $92,176Net Income 2011: $63,3432011Revenue 2012: $171,909Expenses 2012: $109,071Net Income 2012: $62,8382012Revenue 2013: $147,229Expenses 2013: $109,338Net Income 2013: $37,8912013Revenue 2014: $167,240Expenses 2014: $119,299Net Income 2014: $47,9412014Revenue 2015: $124,284Expenses 2015: $76,410Net Income 2015: $47,8742015Revenue 2016: $131,493Expenses 2016: $65,432Net Income 2016: $66,0612016Revenue 2017: $115,247Expenses 2017: $93,222Net Income 2017: $22,0252017Revenue 2018: $119,915Expenses 2018: $80,810Net Income 2018: $39,1052018Revenue 2019: $115,776Expenses 2019: $99,452Net Income 2019: $16,3242019Revenue 2020: $104,581Expenses 2020: $65,165Net Income 2020: $39,4162020Revenue 2021: $76,651Expenses 2021: $44,908Net Income 2021: $31,7432021Revenue 2022: $45,043Expenses 2022: $28,100Net Income 2022: $16,9432022Revenue 2023: $46,847Expenses 2023: $59,834Net Income 2023: -$12,9872023Revenue 2024: $60,216Expenses 2024: $59,799Net Income 2024: $4172024Revenue 2025: $58,941Expenses 2025: $97,499Net Income 2025: -$38,5582025

Highlighted filing

2020

Revenue$104,581
Expenses$65,165
Net Income$39,416
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$104,581
Mission and Program Overview

Mission

See schedule othe purpose of the corporation is to provide financial assistance to those current, part-time or retired employees of books-a-million and its subsidiaries and who are unable to receive financial support through other means when they suffer a severe hardship.

Provide financial aid to employees who have suffered a financial hardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$606,536$645,952▲ $39,416
Rtn Earn Endowment Incm Other Fnds$606,536$645,952▲ $39,416
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$606,536$645,952▲ $39,416
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$606,536$645,952▲ $39,416
Total Liabilities and Net Assets / Fund Balance$606,536$645,952▲ $39,416
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vida BoydPresident
Chad TiceDirector
Jordan WilkesDirector
Sherry WhiteDirector
Jana GreenSecretary
Jessica KeithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,380
Program Service Revenue
$0
Investment Income
$1,201
Other Revenue
$0
All Other Contributions
$103,380
Change in Net Assets
$39,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,073
Other Expenses$3,092
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$62,073--$62,073
Fees for Services Accounting$975--$975
Fees for Services Other$956--$956
Advertising$826--$826
Other Expenses$335--$335
Total Functional Expenses$65,165$0$0$65,165
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
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 A, Line 2

There are business relationships between the officers and directors of the fund to the extent that they are all associates of books-a-million, inc. (or one of its subsidiaries). No other business or family relationship is known to be present.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is provided to the directors and officers electronically in advance of the due date for review prior to filing.

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

The organization regularly monitors and enforces compliance with the conflict of interest policy according to paragraph 18 of the bylaws of the fund.

Form 990, Part VI, Section C, Line 19

All organizational documents, policies, financial information and tax returns are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Books-a-million Inc Associate
EIN
65-1260597
Phone
2059423737
Address
402 INDUSTRIAL LANE, BIRMINGHAM, AL 35211

Signing Officer

Name
Vida Boyd
Title
President
Phone
2059423737
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vida Boyd
Formed
2005
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Abroms & Associates Pc
Address
PO BOX 1426, FLORENCE, AL 35631
Preparer
Barry R Jacobs
Phone
2567670740
Raw XML Appendix330 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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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0402 INDUSTRIAL LANE
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IRS990/Form990PartVIISectionAGrp/PersonNm3CHAD TICE
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSICA KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm5JANA GREEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ASSISTANCE IS PROVIDED TO EMPLOYEES WHO SUFFERED FINANCIAL HARDSHIP DUE TO DISASTER OR PERSONAL CRISIS AND WHO HAVE NO OTHER MEANS WITH WHICH TO PAY. THE EMPLOYEE REQUESTS ASSISTANCE BY COMPLETING AND SUBMITTING AN APPLICATION FOR ASSISTANCE FORM TO ASSOCIATE ASSISTANCE FUND COMMITTEE/EMPLOYEE. APPLICATIONS ARE REVIEWED AND RESEARCHED BY THE ASSOCIATE ASSISTANCE FUND ADVISORY COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE BUSINESS RELATIONSHIPS BETWEEN THE OFFICERS AND DIRECTORS OF THE FUND TO THE EXTENT THAT THEY ARE ALL ASSOCIATES OF BOOKS-A-MILLION, INC. (OR ONE OF ITS SUBSIDIARIES). NO OTHER BUSINESS OR FAMILY RELATIONSHIP IS KNOWN TO BE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE DIRECTORS AND OFFICERS ELECTRONICALLY IN ADVANCE OF THE DUE DATE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ACCORDING TO PARAGRAPH 18 OF THE BYLAWS OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATIONAL DOCUMENTS, POLICIES, FINANCIAL INFORMATION AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0606536
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0645952
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065165
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104581
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0606536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0645952
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0402 INDUSTRIAL LANE
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035211
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIDA BOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059423737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOOKS-A-MILLION INC ASSOCIATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSISTANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BOOK
ReturnHeader/Filer/EIN0651260597
ReturnHeader/Filer/PhoneNum02059423737
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 INDUSTRIAL LANE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00FB8C8D3BB58D743996A6570F81BF2674E2D4C1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FB8C8D3BB58D743996A6570F81BF2674E2D4C1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.76.169
ReturnHeader/FilingSecurityInformation/IPDt02020-06-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:41:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631130097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABROMS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1426
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035631
ReturnHeader/PreparerPersonGrp/PhoneNum02567670740
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY R JACOBS
ReturnHeader/ReturnTs02020-06-16T08:38:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.59$0.97$0.39
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.60$0.60$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.47$0.60$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.45$0.28$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.77$0.45$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$1.05$0.65$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$1.16$0.99$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$1.20$0.81$0.39
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$1.15$0.93$0.22
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$1.31$0.65$0.66
2015Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.24$0.76$0.48
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.67$1.19$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$1.47$1.09$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$1.72$1.09$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$1.56$0.92$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$1.55$0.90$0.65