Nonprofit · EIN 63-0987009
NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION
Tax-exempt · BIRMINGHAM, AL 35242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,631,025 | $1,525,474 | $105,551 | $2,678,670 | $1,711,407 | $967,263 |
| September 30, 2024 | 990 | $1,595,142 | $1,651,590 | -$56,448 | $2,648,135 | $1,786,423 | $861,712 |
| September 30, 2023 | 990 | $1,498,603 | $1,655,554 | -$156,951 | $2,776,619 | $1,858,459 | $918,160 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,522,589
- of which government grants
- $78,136
- Membership dues
- $1,444,453
- Program service revenue
- $88,352
- Investment income
- $14,683
- Net rental income
- $5,401
- Other revenue
- $5,401
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $685,788
- Salaries, compensation and benefits (total)
- $888,525
- Professional fundraising fees
- $0
- Legal fees
- $16,783
- Occupancy
- $122,933
- Travel
- $2,345
- Depreciation
- $153,657
- Program services (functional)
- $1,182,846
- Management and general (functional)
- $342,628
Balance sheet and other
- Total assets, start of year
- $2,648,135
- Total assets, end of year
- $2,678,670
- Total liabilities, end of year
- $1,711,407
- Net assets, end of year
- $967,263
- Land, buildings and equipment
- $2,183,854
- Net assets without donor restrictions
- $967,263
- Gross receipts
- $1,631,025
- Employees
- 32
- Volunteers
- 0
- Year formed
- 1988
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL GARRIS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KASANDRA STEVENS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANDREW MARTIN | TREASURER Trustee or director, Officer | 1 | $0 |
| REBECCA JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| SAM GASTON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORGAN BARNES | PRESIDENT - PRIOR TO JULY 1, 2024 Trustee or director, Officer | 1 | $0 |
| ANN PRICE | VICE PRESIDENT - PRIOR TO JULY 1, 2024 Trustee or director, Officer | 1 | $0 |
| KAY KELLEY | TREASURER - PRIOR TO JULY 1, 2024 Trustee or director, Officer | 1 | $0 |
| BETH RONILLO | SECRETARY - PRIOR TO JULY 1, 2024 Trustee or director, Officer | 1 | $0 |
| TIM RYANS | BOARD MEMBER - PRIOR TO JULY 1, 2024 Trustee or director | 1 | $0 |
| KASANDRA STEVENS | PRESIDENT - JULY 1, 2024 - PRESENT Trustee or director, Officer | 1 | $0 |
| PAUL GARRIS | VICE PRESIDENT - JULY 1, 2024 - PRESENT Trustee or director, Officer | 1 | $0 |
| ANDREW MARTIN | TREASURER - JULY 1, 2024 - PRESENT Trustee or director, Officer | 1 | $0 |
| REBECCA JOHNSON | SECRETARY - JULY 1, 2024 - PRESENT Trustee or director, Officer | 1 | $0 |
| SAM GASTON | BOARD MEMBER - JULY 1, 2024 - PRESENT Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORGAN BARNES | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KAY KELLEY | TREASURER Trustee or director, Officer | 1 | $0 |
| ANN PRICE | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| ELIZABETH T RONILO | SECRETARY Trustee or director, Officer | 1 | $0 |
| LUCY EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM RYANS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5521 CAHABA VALLEY RD, BIRMINGHAM, AL 35242-4901
- Principal officer (990 for 2024)
- PAUL GARRIS, 5521 CAHABA VALLEY RD, BIRMINGHAM, AL 35242
- Signed the 990
- ANDREW MARTIN, TREASURER
- Phone
- (205) 439-5500
- Website
- WWW.NORTHSHELBYLIBRARY.ORG
- Return prepared by
- BMSS LLC
Mission
TO SERVE ALL CITIZENS IN THE NORTH SHELBY DISTRICT BY OFFERING LIBRARY SERVICES, RESOURCES AND FACILITIES TO FULFILL THEIR EDUCATIONAL, INFORMATION, CULTURAL AND RECREATIONAL NEEDS AND/OR INTERESTS.
Program accomplishments
- ASSESSMENTS AND FINES ARE USED FOR GENERAL LIBRARY OPERATIONS INCLUDING SERVING APPROXIMATELY 97,000 PEOPLE IN THE NORTH SHELBY LIBRARY DISTRICT. STATE AID IS USED FOR SPECIFIC PURPOSES SUCH AS PURCHASING BOOKS AND FIXED ASSETS AND PAYING FOR THE RELATED SHIPPING.Expenses $1,182,846 · revenue $88,352
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 63-0987009
- 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
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B70Z)
- Assets (IRS master file)
- $2,678,670
- Income (IRS master file)
- $1,631,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,631,025 | $1,525,474 | $2,678,670 | XML |
| 990 | September 2024 | $1,595,142 | $1,651,590 | $2,648,135 | XML |
| 990 | September 2023 | $1,498,603 | $1,655,554 | $2,776,619 | XML |
| 990 | September 2022 | $1,559,190 | $1,706,179 | $2,809,920 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 63-0987009).
Questions about NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION
- What is the EIN of NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION?
- The employer identification number (EIN) of NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION is 63-0987009.
- Is NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION 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 NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION?
- The 990 for the year ended September 30, 2025 names PAUL GARRIS.
- Who are the officers and directors of NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORTH SHELBY LIBRARY DISTRICT A PUBLIC CORPORATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,631,025, expenses of $1,525,474 and total assets of $2,678,670 at year end.
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