Nonprofit · EIN 63-0495111
BIRMINGHAM BOTANICAL SOCIETY INC
Tax-exempt · MOUNTAIN BRK, AL 35223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,960,637 | $2,690,428 | $1,270,209 | $29,514,971 | $46,453 | $29,468,518 |
| December 31, 2024 | 990 | $3,680,914 | $2,890,692 | $790,222 | $26,895,533 | $39,023 | $26,856,510 |
| December 31, 2023 | 990 | $3,153,262 | $2,442,736 | $710,526 | $24,466,962 | $36,947 | $24,430,015 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,306,234
- Program service revenue
- $309,361
- Investment income
- $1,359,996
- Net gain from sales of assets
- $450,397
- Net income from fundraising events
- -$14,954
- Other revenue
- -$14,954
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $360,350
- Other salaries and wages
- $1,021,633
- Salaries, compensation and benefits (total)
- $1,596,651
- Professional fundraising fees
- $0
- Legal fees
- $53,949
- Accounting fees
- $23,005
- Travel
- $29,303
- Depreciation
- $13,164
- Program services (functional)
- $1,671,595
- Management and general (functional)
- $661,292
- Fundraising (functional)
- $357,541
Balance sheet and other
- Total assets, start of year
- $26,895,533
- Total assets, end of year
- $29,514,971
- Total liabilities, end of year
- $46,453
- Net assets, end of year
- $29,468,518
- Land, buildings and equipment
- $43,019
- Publicly traded securities
- $12,129,974
- Net assets without donor restrictions
- $17,042,844
- Net assets with donor restrictions
- $12,425,674
- Gross receipts
- $10,263,552
- Employees
- 28
- Volunteers
- 586
- Year formed
- 1964
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS W UNDERWOOD | EXECUTIVE DIRECTOR Officer | 44 | $221,110 | $8,222 |
| STEPHANIE BANKS | CHIEF FINANCIAL OFFICER Officer | 40 | $130,851 | $10,965 |
| PENELOPE HARTLINE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $124,931 | $10,250 |
| EMILY BOWRON | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| WALTER B EVANS JR | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONALD C COSTON | TREASURER & CHAIR OF FINAN Trustee or director, Officer | 1 | $0 | $0 |
| KIRK FORRESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN SIDNEY EVANS JR | CHAIR OF COMMUNICATIONS Trustee or director | 1 | $0 | $0 |
| EVELYN JONES | CHAIR OF DEVELOPMENT Trustee or director | 1 | $0 | $0 |
| CAROLINE LITTLE | CHAIR OF EDUCATION AND COM Trustee or director | 1 | $0 | $0 |
| ELIZABETH M VAUGHAN | CHAIR OF GOVERNMENT RELATI Trustee or director | 1 | $0 | $0 |
| FREDERICK HARING BELDEN III | CHAIR OF OPERATIONS Trustee or director | 1 | $0 | $0 |
| JOHN W SMITH T | CHAIR OF GOVERNANCE Trustee or director | 1 | $0 | $0 |
| MARGARET W BROOKE | MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH MARTIN ECHOLS III | MEMBER Trustee or director | 1 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON DEEP-NELSON | MEMBER Trustee or director | 1 | $0 |
| ELEANOR ESTES | MEMBER Trustee or director | 1 | $0 |
| WENDY EVESQUE | MEMBER Trustee or director | 1 | $0 |
| NICOLE FAULK | MEMBER Trustee or director | 1 | $0 |
| DAVID GERMANY | MEMBER Trustee or director | 1 | $0 |
| LEIGH HAVER | MEMBER Trustee or director | 1 | $0 |
| JANET KAVINOKY | MEMBER Trustee or director | 1 | $0 |
| DESMOND LAYNE | MEMBER Trustee or director | 1 | $0 |
| GENE PAGE | MEMBER Trustee or director | 1 | $0 |
| ANNE RAND | MEMBER Trustee or director | 1 | $0 |
| BOLAJI KUKOYI | MEMBER Trustee or director | 1 | $0 |
| MARTHA SIMS | MEMBER Trustee or director | 1 | $0 |
| SARAH SLAUGHTER | MEMBER Trustee or director | 1 | $0 |
| JOANICE THOMPSON | MEMBER Trustee or director | 1 | $0 |
| LARRY THORNTON SR | MEMBER Trustee or director | 1 | $0 |
| JESSE VOGTLE JR | MEMBER Trustee or director | 1 | $0 |
| VIRGINIA WILLINGS | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS W UNDERWOOD | EXECUTIVE DIRECTOR Officer | 44 | $206,048 | $7,938 |
| PENELOPE HARTLINE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $115,353 | $10,761 |
| STEPHANIE BANKS | CHIEF FINANCIAL OFFICER Officer | 40 | $106,798 | $10,764 |
| EMILY BOWRON | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| WALTER B EVANS JR | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONALD C COSTON | TREASURER & CHAIR OF FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| KIRK FORRESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| FREDERICK BELDEN III | CHAIR OF COMMUNICATIONS Trustee or director | 1 | $0 | $0 |
| EVELYN JONES | CHAIR OF DEVELOPMENT Trustee or director | 1 | $0 | $0 |
| CAROLINE LITTLE | CHAIR OF EDUCATION AND COMMUNITY ENGAGEMENT Trustee or director | 1 | $0 | $0 |
| ELIZABETH M VAUGHAN | CHAIR OF GOVERNMENT RELATI Trustee or director | 1 | $0 | $0 |
| LEE MCLEMORE | CHAIR OF OPERATIONS Trustee or director | 1 | $0 | $0 |
| JOHN W SMITH T | CHAIR OF GOVERNANCE Trustee or director | 1 | $0 | $0 |
| MARGARET W BROOKE | MEMBER Trustee or director | 1 | $0 | $0 |
| MAZIE BRYANT | MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON DEEP-NELSON | MEMBER Trustee or director | 1 | $0 | $0 |
| ELEANOR ESTES | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN EVANS JR | MEMBER Trustee or director | 1 | $0 | $0 |
| WENDY EVESQUE | MEMBER Trustee or director | 1 | $0 | $0 |
| NICOLE FAULK | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GERMANY | MEMBER Trustee or director | 1 | $0 | $0 |
| LEIGH HAVER | MEMBER Trustee or director | 1 | $0 | $0 |
| JANET KAVINOKY | MEMBER Trustee or director | 1 | $0 | $0 |
| DESMOND LAYNE | MEMBER Trustee or director | 1 | $0 | $0 |
| GENE PAGE | MEMBER Trustee or director | 1 | $0 | $0 |
| ANNE SANDERS | MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON WALKER | MEMBER Trustee or director | 1 | $0 | $0 |
| MARTHA SIMS | MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH SLAUGHTER | MEMBER Trustee or director | 1 | $0 | $0 |
| ELLEN SPENCER | MEMBER Trustee or director | 1 | $0 | $0 |
| JOANICE THOMPSON | MEMBER Trustee or director | 1 | $0 | $0 |
| LARRY THORNTON SR | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE VOGTLE JR | MEMBER Trustee or director | 1 | $0 | $0 |
| VIRGINIA WILLINGS | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS W UNDERWOOD | EXECUTIVE DIRECTOR Officer | 44 | $200,032 | $7,026 |
| STEPHANIE BANKS | CHIEF FINANCIAL OFFICER Officer | 40 | $115,189 | $9,555 |
| PENELOPE HARTLINE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $105,054 | $10,863 |
| EMILY BOWRON | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| WALTER B EVANS JR | IMMEDIATE PAST CHAIR & CHA Trustee or director, Officer | 1 | $0 | $0 |
| DONALD C COSTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KIRK FORRESTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| FREDERICK BELDEN III | CHAIR OF COMMUNICATIONS Trustee or director | 1 | $0 | $0 |
| EVELYN JONES | CHAIR OF DEVELOPMENT Trustee or director | 1 | $0 | $0 |
| CAROLINE LITTLE | CHAIR OF EDUCATION AND VIS Trustee or director | 1 | $0 | $0 |
| ELIZABETH M VAUGHAN | CHAIR OF GOVERNMENT RELATI Trustee or director | 1 | $0 | $0 |
| LEE MCLEMORE | CHAIR OF OPERATIONS Trustee or director | 1 | $0 | $0 |
| JOHN W SMITH | CHAIR OF GOVERNANCE Trustee or director | 1 | $0 | $0 |
| UDAY R BHATE | MEMBER Trustee or director | 1 | $0 | $0 |
| MARGARET W BROOKE | MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON BROWN | MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON NELSON | MEMBER Trustee or director | 1 | $0 | $0 |
| ELEANOR ESTES | MEMBER Trustee or director | 1 | $0 | $0 |
| WENDY EVESQUE | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GERMANY | MEMBER Trustee or director | 1 | $0 | $0 |
| HELEN HARMON | MEMBER Trustee or director | 1 | $0 | $0 |
| LEIGH HAVER | MEMBER Trustee or director | 1 | $0 | $0 |
| JANET KAVINOKY | MEMBER Trustee or director | 1 | $0 | $0 |
| BLEVINS NAFF | MEMBER Trustee or director | 1 | $0 | $0 |
| TIFFANY OSBORNE | MEMBER Trustee or director | 1 | $0 | $0 |
| GENE PAGE | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM PICKLE | MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON SHERROD | MEMBER Trustee or director | 1 | $0 | $0 |
| MARTHA SIMS | MEMBER Trustee or director | 1 | $0 | $0 |
| ELLEN SPENCER | MEMBER Trustee or director | 1 | $0 | $0 |
| LARRY THORNTON | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE VOGTLE JR | MEMBER Trustee or director | 1 | $0 | $0 |
| VIRGINIA WILLINGS | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2612 LANE PARK RD, MOUNTAIN BRK, AL 35223-1802
- Principal officer (990 for 2025)
- THOMAS W UNDERWOOD, 2612 LANE PARK ROAD, BIRMINGHAM, AL 35223
- Signed the 990
- THOMAS W UNDERWOOD, EXECUTIVE DIRECTOR
- Phone
- (205) 414-3950
- Website
- WWW.BBGARDENS.ORG
- Return prepared by
- BORLAND BENEFIELD PC
Mission
THE FRIENDS ADVANCE PUBLIC KNOWLEDGE AND APPRECIATION OF PLANTS, GARDENS, AND THE ENVIRONMENT THROUGH EDUCATION, VOLUNTEERISM, AND ASSISTANCE TO A PUBLIC BOTANICAL GARDEN.
Program accomplishments
- GARDENSTHE FRIENDS ASSIST WITH OPERATIONAL NEEDS OF A PUBLIC BOTANICAL GARDEN THROUGH ONGOING STEWARDSHIP AND ENHANCEMENT OF MORE THAN 67 ACRES OF GARDEN GROUNDS, INCLUDING OVER TWO DOZEN THEMED GARDEN SPACES. ROUTINE PROJECTS INCLUDES PROVIDING PLANTS, SUPPLIES, TOOLS, EQUIPMENT, AND CONTRACTED SERVICES; NON-ROUTINE PROJECTS INCLUDE REPAIR, RENOVATION, AND ENHANCEMENT OF GARDENS AND GARDEN FEATURES. DEDICATED PERSONNEL INCLUDES 4 STAFF HORTICULTURISTS AND 2 SEASONAL INTERNS, AND THE FRIENDS COORDINATE THOUSANDS OF VOLUNTEER HOURS ANNUALLY.Expenses $813,200
- EDUCATION AND COMMUNITY ENGAGEMENTTHE FRIENDS' EDUCATIONAL OFFERINGS ARE INTENTIONALLY INCLUSIVE AND DESIGNED TO ENGAGE PARTICIPANTS OF ALL AGES, ABILITIES, AND BACKGROUNDS. THE FRIENDS PROVIDE FREE, HANDS-ON, CURRICULUM-BASED SCIENCE PROGRAMMING TO THOUSANDS OF AREA K6 STUDENTS EACH YEAR. ADDITIONAL OFFERINGS INCLUDE SUMMER CAMPS; STEM TEACHER TRAINING; AND ADULT CLASSES, LECTURES, AND WORKSHOPS RELATED TO BOTANY, HORTICULTURE, AND ENVIRONMENTAL STEWARDSHIP. THE FRIENDS ALSO MAINTAIN A PUBLIC HORTICULTURAL LIBRARY WITH MORE THAN 6,000 CIRCULATING TITLES. COMMUNITY ENGAGEMENT INCLUDES PARTNERSHIPS WITH ORGANIZATIONS THAT CELEBRATE DIVERSE CULTURAL TRADITIONS AND ENCOURAGE HORTICULTURAL ENDEAVORS, SUCH AS CULTURAL FESTIVALS AND AN ANNUAL COMMUNITY AWARDS PROGRAM.Expenses $533,050 · revenue $83,157
- COMMUNICATION & MEMBERSHIPTHE FRIENDS' COMMUNICATIONS AND MARKETING INCLUDE MAINTAINING A PUBLIC-FACING WEBSITE FOR THE GARDEN, PRODUCING MONTHLY E-NEWSLETTERS, MANAGING SOCIAL MEDIA, AND PUBLISHING A QUARTERLY MAGAZINE. WITH MORE THAN 2,500 MEMBER HOUSEHOLDS, THE MEMBERSHIP PROGRAM PROVIDES BENEFITS AND ENGAGEMENT OPPORTUNITIES WHILE GENERATING FINANCIAL ASSISTANCE FOR THE GARDEN.Expenses $325,345 · revenue $226,204
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0495111
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C114)
- Assets (IRS master file)
- $29,514,971
- Income (IRS master file)
- $10,263,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,960,637 | $2,690,428 | $29,514,971 | XML |
| 990 | December 2024 | $3,680,914 | $2,890,692 | $26,895,533 | XML |
| 990 | December 2023 | $3,153,262 | $2,442,736 | $24,466,962 | XML |
| 990 | December 2022 | $2,591,252 | $2,117,017 | $21,906,642 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0495111).
Questions about BIRMINGHAM BOTANICAL SOCIETY INC
- What is the EIN of BIRMINGHAM BOTANICAL SOCIETY INC?
- The employer identification number (EIN) of BIRMINGHAM BOTANICAL SOCIETY INC is 63-0495111.
- Is BIRMINGHAM BOTANICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to BIRMINGHAM BOTANICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BIRMINGHAM BOTANICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BIRMINGHAM BOTANICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRMINGHAM BOTANICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BIRMINGHAM BOTANICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 names THOMAS W UNDERWOOD.
- Who are the officers and directors of BIRMINGHAM BOTANICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 32 people; 3 received compensation from the organization, the highest $221,110 (THOMAS W UNDERWOOD, EXECUTIVE DIRECTOR).
- How much revenue does BIRMINGHAM BOTANICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,960,637, expenses of $2,690,428 and total assets of $29,514,971 at year end.
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