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Nonprofit · EIN 63-6050611

BIRMINGHAM HISTORICAL SOCIETY

Tax-exempt · BIRMINGHAM, AL 35232

Financials

$450K$146K2023$319K$120K2024
Revenue Expenses · by fiscal year end
Financials of BIRMINGHAM HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$319,448$119,665$199,783$2,753,961$105$2,753,856
December 31, 2023990$449,907$145,666$304,241$2,455,978$388$2,455,590
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$151,448
Membership dues
$86,893
Program service revenue
$0
Investment income
$153,295
Net gain from sales of assets
$64,244
Net income from sales of inventory
$7,573
Other revenue
$14,705

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,750
Occupancy
$26,520
Depreciation
$4,758
Program services (functional)
$34,948
Management and general (functional)
$82,885
Fundraising (functional)
$1,832

Balance sheet and other

Total assets, start of year
$2,455,978
Total assets, end of year
$2,753,961
Total liabilities, end of year
$105
Net assets, end of year
$2,753,856
Land, buildings and equipment
$81,482
Publicly traded securities
$2,574,943
Net assets without donor restrictions
$2,604,456
Net assets with donor restrictions
$149,400
Gross receipts
$887,793
Employees
0
Year formed
1942
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Marjorie L WhiteChairman
Trustee or director, Officer
60$0
Allison A BooneTreasurer
Trustee or director, Officer
2$0
Alice M BowsherTrustee Emeritus
Trustee or director
0$0
Kaydee E BremenVice-President
Trustee or director, Officer
1$0
Jim EmisonTrustee
Trustee or director
1$0
Sam FrazierTrustee Emeritus
Trustee or director
0$0
Birgit KibelkaTrustee
Trustee or director
2$0
F Cleveland KinneyTrustee
Trustee or director
0.17$0
Julius Linn Jr JrVice-President
Trustee or director, Officer
2$0
Edgar B Marx Jr JrTrustee
Trustee or director
1$0
Louise J McPhillipsTrustee
Trustee or director
1.5$0
Linda J NelsonTrustee
Trustee or director
0.06$0
Henry Ray JrTrustee
Trustee or director
0.17$0
Carolanne RobertsTrustee
Trustee or director
0.37$0
Brian RushingTrustee
Trustee or director
1$0
22 more people on this return
NameTitleHours / weekCompensation
Barbara ShoresTrustee
Trustee or director
3$0
Carol L SlaughterSecretary
Trustee or director, Officer
2.42$0
Rick SpragueVice-President
Trustee or director, Officer
1.3$0
Marion WalkerTrustee
Trustee or director
0.3$0
Wyatt HaskellTrustee
Trustee or director
0.06$0
Karyn UptainTrustee
Trustee or director
1$0
Gregory WilsonTrustee
Trustee or director
0.06$0
Patrick CatherTrustee
Trustee or director
0.06$0
Wayne HesterPresident
Trustee or director, Officer
3$0
Charles CaldwellTrustee Emeritus
Trustee or director
0$0
Karla CalvertTrustee
Trustee or director
1$0
Jay DraperTrustee
Trustee or director
2$0
Gerry WatersTrustee
Trustee or director
3$0
Sumter ColemanTrustee
Trustee or director
2$0
Virginia MarksteinTrustee
Trustee or director
2$0
Rebecca MoodyTrustee
Trustee or director
3$0
Wilhelmina ThomasTrustee
Trustee or director
0.06$0
Katie TiptonTrustee
Trustee or director
4$0
Sarah SlaughterTrustee
Trustee or director
0.06$0
Elizabeth SaundersTrustee
Trustee or director
0.06$0
Will SlaughterTrustee
Trustee or director
0.06$0
Dan WeathersTrustee
Trustee or director
0.06$0
990 for the year ended December 31, 2023: 37 people
NameTitleHours / weekCompensation
Marion WalkerTrustee
Trustee or director
0.3$0
Wyatt HaskellTrustee
Trustee or director
0.06$0
Gail CosbyTrustee
Trustee or director
1$0
Virginia MarksteinTrustee
Trustee or director
2$0
Brian RushingTrustee
Trustee or director
1$0
Barbara ShoresTrustee
Trustee or director
3$0
Rebecca MoodyTrustee
Trustee or director
3$0
Karyn UptainTrustee
Trustee or director
1$0
Karla CalvertTrustee
Trustee or director
1$0
Jay DraperTrustee
Trustee or director
0.06$0
Gerry WatersTrustee
Trustee or director
2$0
Charles CaldwellTrustee Emeritus
Trustee or director
0$0
Gregory WilsonTrustee
Trustee or director
0.06$0
Patrick CatherTrustee
Trustee or director
0.06$0
Sumter ColemanTrustee
Trustee or director
2$0
Katie TiptonTrustee
Trustee or director
2$0
Jim EmisonTrustee
Trustee or director
0.5$0
Sam FrazierTrustee Emeritus
Trustee or director
0$0
Alice M BowsherTrustee Emeritus
Trustee or director
0$0
Elizabeth SaundersTrustee
Trustee or director
0.06$0
Sarah SlaughterTrustee
Trustee or director
0.06$0
Martha BouyerTrustee
Trustee or director
0.17$0
Birgit KibelkaTrustee
Trustee or director
2$0
Linda J NelsonTrustee
Trustee or director
0.3$0
Henry Ray JrTrustee
Trustee or director
0.17$0
Carolanne RobertsTrustee
Trustee or director
0.37$0
Louise J McPhillipsTrustee
Trustee or director
1.5$0
F Cleveland KinneyTrustee
Trustee or director
0.17$0
Wilhelmina ThomasTrustee
Trustee or director
0.06$0
Edgar B Marx JrTrustee
Trustee or director
1$0
Kaydee E BremenVice-President
Trustee or director, Officer
1$0
Allison A BooneTreasurer
Trustee or director, Officer
0.79$0
Marjorie L WhiteChairman
Trustee or director, Officer
40$0
Julius Linn JrTrustee
Trustee or director, Officer
2$0
Wayne HesterPresident
Trustee or director, Officer
5$0
Rick SpragueVice-President
Trustee or director, Officer
1.3$0
Carol L SlaughterSecretary
Trustee or director, Officer
2.42$0

Address and contacts

Address (IRS master file)
PO BOX 321474, BIRMINGHAM, AL 35232-1474
In care of
% MARJORIE L WHITE
Signed the 990
MARJORIE L WHITE, Chairman
Phone
(205) 835-5621
Return prepared by
Cardinal Partners LLC

Mission

The Birmingham Historical Society researches and interprets the history of Birmingham and its surroundings and helps initiate and support the preservation of historic landmarks, parks, and neighborhoods.

990 for the year ended December 31, 2024

Program accomplishments

  • Heritage Society members gathered at the Birmingham Museum of Art to honor its longtime Chairman and supporter, Margaret Livingston, at a reception and talks by former Museum Director, Gail Andrews, the Rev. Paul Zahl, and Society Director, Marjorie White. Published notes and transcript of the talks paid tribute to Margaret Livingston.
    Expenses $14,505
  • The Society reprinted Its Nice to Live in Birmingham together with the story of the citys mantra, releasing the volume at the first and to be annual Its Nice to Have you in Highland Park open house at our offices
    Expenses $8,345 · revenue $7,573
  • The Annual Meeting gathered members for a talk by a noted speaker followed by a tasting for members Fruity Wonders Cakes. The 2024 speaker Bill Deutsch, Research Fellow Emeritus, Auburn University School of Fisheries, Agriculture, and Aquatic Sciences, took us on A Walk Through Deep Time.... 500 Million years.
    Expenses $7,360
  • Other Program Service Expenses
    Expenses $4,738

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
63-6050611
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
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,753,961
Income (IRS master file)
$887,793

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$319,448$119,665$2,753,961XML
990December 2023$449,907$145,666$2,455,978XML
990December 2022$474,787$115,213$2,042,908IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 63-6050611).

Questions about BIRMINGHAM HISTORICAL SOCIETY

What is the EIN of BIRMINGHAM HISTORICAL SOCIETY?
The employer identification number (EIN) of BIRMINGHAM HISTORICAL SOCIETY is 63-6050611.
Is BIRMINGHAM HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to BIRMINGHAM HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BIRMINGHAM HISTORICAL SOCIETY 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 HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BIRMINGHAM HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of BIRMINGHAM HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 37 people; 0 received compensation from the organization.
How much revenue does BIRMINGHAM HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $319,448, expenses of $119,665 and total assets of $2,753,961 at year end.

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