Birmingham Historical Society (EIN 636050611) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Birmingham Historical Society, founded in 1942, is a small nonprofit in the Arts, Culture & Humanities sector that reported $134K in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $60K, a strong 44% operating margin.

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $300,349

Program Service Revenue $0

Investment Income $132,559

Other Revenue $16,999

TOTAL REVENUE $449,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,383

Program Expenses $48,115

Other Expenses $145,666

TOTAL EXPENSES $145,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$449,907	$474,787	-0.1%
Expenses	$145,666	$115,213	+0.3%
Net Income	$304,241	$359,574	-0.2%

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

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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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marion Walker	Trustee	0.30	Director	$0	$0	$0
Wyatt Haskell	Trustee	0.06	Director	$0	$0	$0
Gail Cosby	Trustee	1.00	Director	$0	$0	$0
Virginia Markstein	Trustee	2.00	Director	$0	$0	$0
Brian Rushing	Trustee	1.00	Director	$0	$0	$0
Barbara Shores	Trustee	3.00	Director	$0	$0	$0
Rebecca Moody	Trustee	3.00	Director	$0	$0	$0
Karyn Uptain	Trustee	1.00	Director	$0	$0	$0
Karla Calvert	Trustee	1.00	Director	$0	$0	$0
Jay Draper	Trustee	0.06	Director	$0	$0	$0
Gerry Waters	Trustee	2.00	Director	$0	$0	$0
Charles Caldwell	Trustee Emeritus	0.00	Director	$0	$0	$0
Gregory Wilson	Trustee	0.06	Director	$0	$0	$0
Patrick Cather	Trustee	0.06	Director	$0	$0	$0
Sumter Coleman	Trustee	2.00	Director	$0	$0	$0
Katie Tipton	Trustee	2.00	Director	$0	$0	$0
Jim Emison	Trustee	0.50	Director	$0	$0	$0
Sam Frazier	Trustee Emeritus	0.00	Director	$0	$0	$0
Alice M Bowsher	Trustee Emeritus	0.00	Director	$0	$0	$0
Elizabeth Saunders	Trustee	0.06	Director	$0	$0	$0
Sarah Slaughter	Trustee	0.06	Director	$0	$0	$0
Martha Bouyer	Trustee	0.17	Director	$0	$0	$0
Birgit Kibelka	Trustee	2.00	Director	$0	$0	$0
Linda J Nelson	Trustee	0.30	Director	$0	$0	$0
Henry Ray Jr	Trustee	0.17	Director	$0	$0	$0
Carolanne Roberts	Trustee	0.37	Director	$0	$0	$0
Louise J McPhillips	Trustee	1.50	Director	$0	$0	$0
F Cleveland Kinney	Trustee	0.17	Director	$0	$0	$0
Wilhelmina Thomas	Trustee	0.06	Director	$0	$0	$0
Edgar B Marx Jr	Trustee	1.00	Director	$0	$0	$0
Kaydee E Bremen	Vice-President	1.00	Officer Director	$0	$0	$0
Allison A Boone	Treasurer	0.79	Officer Director	$0	$0	$0
Marjorie L White	Chairman	40.00	Officer Director	$0	$0	$0
Julius Linn Jr	Trustee	2.00	Officer Director	$0	$0	$0
Wayne Hester	President	5.00	Officer Director	$0	$0	$0
Rick Sprague	Vice-President	1.30	Officer Director	$0	$0	$0
Carol L Slaughter	Secretary	2.42	Officer Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$449,907	$145,666	$2,455,978	$304,241
2022	$474,787	$115,213	$2,042,908	$359,574
2021	$179,544	$116,490	$1,914,372	$63,054
2020	$202,086	$100,582	$1,707,664	$101,504
2019	$187,658	$109,975	$1,613,540	$77,683
2018	$134,312	$74,735	$1,333,661	$59,577

Birmingham Historical Society