Form 990 for tax year 2025
Filed by BIRMINGHAM BOTANICAL SOCIETY INC.
Totals
- Total revenue
- $3,960,637
- Total expenses
- $2,690,428
- Contributions and grants received
- $2,306,234
- Grants paid
- $0
- Program service revenue
- $309,361
- Investment income
- $1,359,996
- Other revenue
- -$14,954
- Total assets, end of year
- $29,514,971
- Total liabilities, end of year
- $46,453
- Net assets or fund balances, end of year
- $29,468,518
- Program services expenses (Part IX)
- $1,671,595
- Management and general expenses
- $661,292
- Fundraising expenses
- $357,541
- Program service expenses (Part III)
- $1,671,595
Program services were 62.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$927,673
-
1f · All other contributions, gifts and grants
$1,378,561
-
1g · Noncash contributions included above
$70,990
-
2a · Program service revenue: MEMBERSHIP DUES
total $226,204 · related or exempt $226,204
-
2b · Program service revenue: GENERAL EDUCATION REVENUE
total $83,157 · related or exempt $83,157
-
3 · Investment income
total $909,599 · excluded $909,599
-
7a · Gross sales of assets other than inventory
securities $6,232,863
-
7b · Less cost or other basis and sales expenses
securities $5,782,466
-
7c · Gain or loss
securities $450,397
-
7d · Net gain or loss
total $450,397 · excluded $450,397
-
8a · Fundraising events: gross income
$505,495
-
8a · Fundraising events: contributions included on line 1c
$927,673
-
8b · Fundraising events: direct expenses
$520,449
-
8c · Net income from fundraising events
total -$14,954 · excluded -$14,954
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $360,350 · program services $55,787 · management and general $248,777 · fundraising $55,786
-
7 · Other salaries and wages
total $1,021,633 · program services $690,925 · management and general $77,456 · fundraising $253,252
-
8 · Pension plan contributions
total $35,698 · program services $19,288 · management and general $8,427 · fundraising $7,983
-
9 · Other employee benefits
total $79,586 · program services $43,002 · management and general $18,787 · fundraising $17,797
-
10 · Payroll taxes
total $99,384 · program services $53,699 · management and general $23,461 · fundraising $22,224
-
11b · Fees: legal
total $53,949 · management and general $53,949
-
11c · Fees: accounting
total $23,005 · management and general $23,005
-
11g · Fees: other
total $53,377 · program services $45,718 · management and general $7,659
-
12 · Advertising and promotion
total $25,232 · program services $24,641 · management and general $591
-
14 · Information technology
total $80,034 · program services $19,253 · management and general $60,781
-
17 · Travel
total $29,303 · program services $11,033 · management and general $17,789 · fundraising $481
-
22 · Depreciation, depletion and amortization
total $13,164 · management and general $13,164
-
23 · Insurance
total $35,833 · management and general $35,833
-
24a · Other expenses: OUTSIDE SERVICE
total $368,837 · program services $368,837
-
24b · Other expenses: SUPPLIES & MATERIALS
total $190,285 · program services $173,015 · management and general $17,252 · fundraising $18
-
24c · Other expenses: SUPPORT AND SERVICES
total $70,302 · program services $70,302
-
24d · Other expenses: PRINTING/DESIGN
total $46,135 · program services $33,250 · management and general $12,885
-
24e · All other expenses
total $104,321 · program services $62,845 · management and general $41,476
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,522,911 · end of year $628,690
-
2 · Savings and temporary cash investments
beginning of year $4,501,587 · end of year $6,252,610
-
3 · Pledges and grants receivable
beginning of year $215,327 · end of year $108,495
-
9 · Prepaid expenses and deferred charges
beginning of year $6,881 · end of year $3,276
-
10a · Land, buildings and equipment: cost or other basis
$134,041
-
10b · Land, buildings and equipment: accumulated depreciation
$91,022
-
10c · Land, buildings and equipment, net
beginning of year $39,138 · end of year $43,019
-
11 · Investments: publicly traded securities
beginning of year $10,782,497 · end of year $12,129,974
-
15 · Other assets
beginning of year $9,827,192 · end of year $10,348,907
-
17 · Accounts payable and accrued expenses
beginning of year $39,023 · end of year $46,453
-
27 · Net assets without donor restrictions
beginning of year $14,720,247 · end of year $17,042,844
-
28 · Net assets with donor restrictions
beginning of year $12,136,263 · end of year $12,425,674
Mission and programs · 2025
Mission
THE FRIENDS ADVANCE PUBLIC KNOWLEDGE AND APPRECIATION OF PLANTS, GARDENS, AND THE ENVIRONMENT THROUGH EDUCATION, VOLUNTEERISM, AND ASSISTANCE TO A PUBLIC BOTANICAL GARDEN.
Activities or mission (Part I)
THE ORGANIZATION ("THE FRIENDS") ADVANCES PUBLIC KNOWLEDGE AND APPRECIATION OF PLANTS, GARDENS, AND THE ENVIRONMENT THROUGH EDUCATION, VOLUNTEERISM, AND ASSISTANCE TO A PUBLIC BOTANICAL GARDEN. THE FRIENDS' MOST SIGNIFICANT ACTIVITIES INCLUDE ASSISTING WITH HORTICULTURAL STEWARDSHIP AT THE BIRMINGHAM BOTANICAL GARDENS; DELIVERING EDUCATIONAL PROGRAMS AND COMMUNITY EVENTS; AND CONDUCTING COMMUNICATIONS, MEMBERSHIP, AND FUNDRAISING TO ASSIST THE GARDENS.
-
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
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Emily BowronEMILY BOWRON
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Walter B Evans JrWALTER B EVANS JR
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Donald C CostonDONALD C COSTON
TREASURER & CHAIR OF FINAN
- Total calculated
- $0
- Hours/week
- 1
-
Kirk ForresterKIRK FORRESTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John Sidney Evans JrJOHN SIDNEY EVANS JR
CHAIR OF COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 1
-
Evelyn JonesEVELYN JONES
CHAIR OF DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Caroline LittleCAROLINE LITTLE
CHAIR OF EDUCATION AND COM
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth M VaughanELIZABETH M VAUGHAN
CHAIR OF GOVERNMENT RELATI
- Total calculated
- $0
- Hours/week
- 1
-
Frederick Haring Belden IIIFREDERICK HARING BELDEN III
CHAIR OF OPERATIONS
- Total calculated
- $0
- Hours/week
- 1
-
John W Smith TJOHN W SMITH T
CHAIR OF GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
Margaret W BrookeMARGARET W BROOKE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Martin Echols IIIJOSEPH MARTIN ECHOLS III
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sharon Deep-NelsonSHARON DEEP-NELSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eleanor EstesELEANOR ESTES
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wendy EvesqueWENDY EVESQUE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nicole FaulkNICOLE FAULK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David GermanyDAVID GERMANY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leigh HaverLEIGH HAVER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janet KavinokyJANET KAVINOKY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Desmond LayneDESMOND LAYNE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gene PageGENE PAGE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anne RandANNE RAND
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bolaji KukoyiBOLAJI KUKOYI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Martha SimsMARTHA SIMS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah SlaughterSARAH SLAUGHTER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joanice ThompsonJOANICE THOMPSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Larry Thornton SrLARRY THORNTON SR
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jesse Vogtle JrJESSE VOGTLE JR
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Virginia WillingsVIRGINIA WILLINGS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas W UnderwoodTHOMAS W UNDERWOOD
EXECUTIVE DIRECTOR
- Total calculated
- $229,332
- From this org
- $221,110
- From related orgs
- $0
- Other
- $8,222
- Hours/week
- 44
Schedule J breakdown matched by us
- Base
- $221,110
- Bonus
- $0
- Other
- $0
- Deferred
- $6,694
- Nontaxable benefits
- $1,528
- Filer's total
- $229,332
-
Stephanie BanksSTEPHANIE BANKS
CHIEF FINANCIAL OFFICER
- Total calculated
- $141,816
- From this org
- $130,851
- From related orgs
- $0
- Other
- $10,965
- Hours/week
- 40
-
Penelope HartlinePENELOPE HARTLINE
DIRECTOR OF DEVELOPMENT
- Total calculated
- $135,181
- From this org
- $124,931
- From related orgs
- $0
- Other
- $10,250
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 26 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202602399349300020
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