THE BIRMINGHAM BOTANICAL SOCIETY I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

THOMAS W UNDERWOOD

Phone

2054143950

Tax Period

2024-01-01 to 2024-12-31

THE BIRMINGHAM BOTANICAL SOCIETY INC, founded in 1964, is a community nonprofit in the Environment sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $790K, a strong 21% operating margin.

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 Service Accomplishments

Program 1

Expenses: $1,171,830

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...

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.

Program 2

Expenses: $493,585 Revenue: $64,577

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.

Program 3

Expenses: $298,929 Revenue: $223,160

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,302,957

Program Service Revenue $287,737

Investment Income $1,252,367

Other Revenue $-162,147

TOTAL REVENUE $3,680,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,506,577

Fundraising Expenses $281,896

Program Expenses $1,964,344

Other Expenses $1,384,115

TOTAL EXPENSES $2,890,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,680,914	$3,153,262	+0.2%
Expenses	$2,890,692	$2,442,736	+0.2%
Net Income	$790,222	$710,526	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

859

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$331,548

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY BOWRON	CHAIR	4.00	Officer Director	$0	$0	$0
WALTER B EVANS JR	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
DONALD C COSTON	TREASURER & CHAIR OF FINANCE	1.00	Officer Director	$0	$0	$0
KIRK FORRESTER	SECRETARY	1.00	Officer Director	$0	$0	$0
FREDERICK BELDEN III	CHAIR OF COMMUNICATIONS	1.00	Director	$0	$0	$0
EVELYN JONES	CHAIR OF DEVELOPMENT	1.00	Director	$0	$0	$0
CAROLINE LITTLE	CHAIR OF EDUCATION AND COMMUNITY ENGAGEMENT	1.00	Director	$0	$0	$0
ELIZABETH M VAUGHAN	CHAIR OF GOVERNMENT RELATI	1.00	Director	$0	$0	$0
LEE MCLEMORE	CHAIR OF OPERATIONS	1.00	Director	$0	$0	$0
JOHN W SMITH T	CHAIR OF GOVERNANCE	1.00	Director	$0	$0	$0
MARGARET W BROOKE	MEMBER	1.00	Director	$0	$0	$0
MAZIE BRYANT	MEMBER	1.00	Director	$0	$0	$0
SHARON DEEP-NELSON	MEMBER	1.00	Director	$0	$0	$0
ELEANOR ESTES	MEMBER	1.00	Director	$0	$0	$0
JOHN EVANS JR	MEMBER	1.00	Director	$0	$0	$0
WENDY EVESQUE	MEMBER	1.00	Director	$0	$0	$0
NICOLE FAULK	MEMBER	1.00	Director	$0	$0	$0
DAVID GERMANY	MEMBER	1.00	Director	$0	$0	$0
LEIGH HAVER	MEMBER	1.00	Director	$0	$0	$0
JANET KAVINOKY	MEMBER	1.00	Director	$0	$0	$0
DESMOND LAYNE	MEMBER	1.00	Director	$0	$0	$0
GENE PAGE	MEMBER	1.00	Director	$0	$0	$0
ANNE SANDERS	MEMBER	1.00	Director	$0	$0	$0
SHARON WALKER	MEMBER	1.00	Director	$0	$0	$0
MARTHA SIMS	MEMBER	1.00	Director	$0	$0	$0
SARAH SLAUGHTER	MEMBER	1.00	Director	$0	$0	$0
ELLEN SPENCER	MEMBER	1.00	Director	$0	$0	$0
JOANICE THOMPSON	MEMBER	1.00	Director	$0	$0	$0
LARRY THORNTON SR	MEMBER	1.00	Director	$0	$0	$0
JESSE VOGTLE JR	MEMBER	1.00	Director	$0	$0	$0
VIRGINIA WILLINGS	MEMBER	1.00	Director	$0	$0	$0
THOMAS W UNDERWOOD	EXECUTIVE DIRECTOR	44.00	Officer	$206,048	$7,938	$213,986
STEPHANIE BANKS	CHIEF FINANCIAL OFFICER	40.00	Officer	$106,798	$10,764	$117,562
PENELOPE HARTLINE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$115,353	$10,761	$126,114

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,680,914	$2,890,692	$26,895,533	$790,222
2023	$3,153,262	$2,442,736	$24,466,962	$710,526
2022	$2,591,252	$2,117,017	$21,906,642	$474,235
2021	$2,808,388	$1,965,681	$25,181,384	$842,707
2020	$2,377,220	$2,008,914	$22,341,789	$368,306
2019	$2,864,500	$2,330,305	$20,372,156	$534,195
2018	$2,565,227	$2,260,229	$17,361,166	$304,998

THE BIRMINGHAM BOTANICAL SOCIETY INC