Totals
- Total revenue
- $5,429,844
- Total expenses
- $5,402,716
- Contributions and grants received
- $5,095,648
- Grants paid
- $0
- Program service revenue
- $196,493
- Investment income
- $137,703
- Other revenue
- $0
- Total assets, end of year
- $2,956,316
- Total liabilities, end of year
- $465,605
- Net assets or fund balances, end of year
- $2,490,711
- Program services expenses (Part IX)
- $3,761,277
- Management and general expenses
- $1,641,439
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,761,277
Program services were 69.6% 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.
-
1d · Related organizations
$457,274
-
1f · All other contributions, gifts and grants
$4,638,374
-
2a · Program service revenue: Economic Development
total $98,457 · related or exempt $98,457
-
2b · Program service revenue: Chamber & Public Polic
total $89,786 · related or exempt $89,786
-
2c · Program service revenue: Small Business
total $8,250 · related or exempt $8,250
-
3 · Investment income
total $119,269 · excluded $119,269
-
7a · Gross sales of assets other than inventory
securities $394,594
-
7b · Less cost or other basis and sales expenses
securities $376,160
-
7c · Gain or loss
securities $18,434
-
7d · Net gain or loss
total $18,434 · excluded $18,434
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $625,778 · management and general $625,778
-
7 · Other salaries and wages
total $1,838,740 · program services $1,562,398 · management and general $276,342
-
8 · Pension plan contributions
total $112,509 · program services $78,796 · management and general $33,713
-
9 · Other employee benefits
total $214,450 · program services $159,406 · management and general $55,044
-
10 · Payroll taxes
total $203,123 · program services $130,737 · management and general $72,386
-
11b · Fees: legal
total $6,992 · program services $525 · management and general $6,467
-
11c · Fees: accounting
total $17,846 · management and general $17,846
-
11d · Fees: lobbying
total $82,748 · program services $82,748
-
11f · Fees: investment management
total $10,065 · management and general $10,065
-
11g · Fees: other
total $533,300 · program services $463,300 · management and general $70,000
-
13 · Office expenses
total $23,893 · program services $4,167 · management and general $19,726
-
14 · Information technology
total $56,605 · program services $42,091 · management and general $14,514
-
16 · Occupancy
total $371,653 · program services $276,357 · management and general $95,296
-
17 · Travel
total $194,581 · program services $144,374 · management and general $50,207
-
20 · Interest
total $4,068 · management and general $4,068
-
22 · Depreciation, depletion and amortization
total $2,215 · program services $1,647 · management and general $568
-
23 · Insurance
total $31,865 · program services $20,196 · management and general $11,669
-
24a · Other expenses: Seminars and Events
total $552,965 · program services $492,977 · management and general $59,988
-
24b · Other expenses: Miscellaneous
total $230,440 · program services $92,145 · management and general $138,295
-
24c · Other expenses: Grant Expense - Brandin
total $130,615 · program services $126,915 · management and general $3,700
-
24d · Other expenses: Dues and subscriptions
total $58,895 · program services $22,531 · management and general $36,364
-
24e · All other expenses
total $99,370 · program services $59,967 · management and general $39,403
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,247,191 · end of year $846,943
-
2 · Savings and temporary cash investments
beginning of year $43,619 · end of year $102,732
-
9 · Prepaid expenses and deferred charges
end of year $6,828
-
10a · Land, buildings and equipment: cost or other basis
$359,253
-
10b · Land, buildings and equipment: accumulated depreciation
$358,324
-
10c · Land, buildings and equipment, net
beginning of year $3,144 · end of year $929
-
11 · Investments: publicly traded securities
beginning of year $1,787,648 · end of year $1,998,884
-
17 · Accounts payable and accrued expenses
beginning of year $137,433 · end of year $114,142
-
19 · Deferred revenue
beginning of year $552,352 · end of year $195,065
-
24 · Unsecured notes and loans payable
beginning of year $159,381 · end of year $156,398
-
27 · Net assets without donor restrictions
beginning of year $2,232,436 · end of year $2,490,711
Mission and programs · 2023
Mission
The organization is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region.
Activities or mission (Part I)
The Birmingham Business Alliance is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region.
-
Economic Development - The Alliance works to increase job growth and capital investment within the seven-county region, attracting and retaining top talent from around the world.
Expenses $1,850,450 · Revenue $98,457
-
Marketing & Communications - The Alliance markets and promotes the seven-county region through various communications and branding strategies and services.
Expenses $673,644
-
Chamber & Public Policy - The Alliance is charged with creating increased economic prosperity in our region in part through our advocacy and governmental affairs work. Public policy efforts are aimed at addressing issues of regional significance to help move the region forward while providing a unified voice for the business community with our elected officials.
Expenses $681,411 · Revenue $89,786
-
Small Business - The Alliance provides business advisory services to target businesses.
Expenses $555,772 · Revenue $8,250
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andy Robinson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Beck Taylor
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Bowron Jr
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Morton
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bingham D Edwards Jr
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Bobbie Knight
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Burton McDonald
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chad Scroggins
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chip Wann
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christy Hollingsworth
CFO
- Total calculated
- $226,133
- From this org
- $208,386
- From related orgs
- $0
- Other
- $17,747
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,386
- Bonus
- $0
- Other
- $0
- Deferred
- $10,542
- Nontaxable benefits
- $7,205
- Filer's total
- $226,133
-
Clayton Mobley
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Craft O'Neal
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dawn Sharff
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ed Aldag Jr
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ed Christian
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Emily L Jerkins Hall
COO
- Total calculated
- $254,412
- From this org
- $233,367
- From related orgs
- $0
- Other
- $21,045
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,367
- Bonus
- $0
- Other
- $0
- Deferred
- $10,102
- Nontaxable benefits
- $10,943
- Filer's total
- $254,412
-
Frank Brocato
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Grant Haines
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Curran
Chairperson of the Board
- Total calculated
- $0
- Hours/week
- 1
-
Herschell Hamilton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hugh Thomas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jabo Waggoner
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James Carpenter
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Gorrie
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James Proctor
Vice Chair of Public Polic
- Total calculated
- $0
- Hours/week
- 1
-
Jerry Kelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jesse Lewis Sr
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jim Vann
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jimmie Stephens
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jimmy Johnston
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Hampton
Chairperson of the Board-E
- Total calculated
- $0
- Hours/week
- 1
-
Joel McMahon
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Sherman
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Turner
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Morris
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lee Smith
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lee Styslinger III
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Leigh Collier
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Linda Seal
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lucy Marsh
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Tarr
Immediate Past Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Dent
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael Johnson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Thompson
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael Tinch
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mike Kemp
Director
- Total calculated
- $0
- Hours/week
- 1
-
Myla Calhoun
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Goedecke
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nathaniel Drummond
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ned Rand
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nelson Bean
Vice Chair of Finance
- Total calculated
- $0
- Hours/week
- 1
-
Nick Willis
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Randall Woodfin
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ray Watts
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Raymond Harbert
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rich Bielen
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ronald Mathieu
Director
- Total calculated
- $0
- Hours/week
- 1
-
Selena Rodgers Dickerson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stan Blanton
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Steve Ammons
President & CEO
- Total calculated
- $203,291
- From this org
- $184,024
- From related orgs
- $0
- Other
- $19,267
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,024
- Bonus
- $0
- Other
- $0
- Deferred
- $9,274
- Nontaxable benefits
- $9,993
- Filer's total
- $203,291
-
Steven Nichols
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim Vines
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tommy Bringham
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tricia Wallwork
Director
- Total calculated
- $0
- Hours/week
- 1
-
Turner Burton
Director & Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Will French
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Patrick
HCE
- Total calculated
- $150,064
- From this org
- $137,190
- From related orgs
- $0
- Other
- $12,874
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,190
- Bonus
- $0
- Other
- $0
- Deferred
- $6,921
- Nontaxable benefits
- $5,953
- Filer's total
- $150,064
-
David Russell
HCE
- Total calculated
- $150,382
- From this org
- $130,069
- From related orgs
- $0
- Other
- $20,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,069
- Bonus
- $0
- Other
- $0
- Deferred
- $6,762
- Nontaxable benefits
- $13,551
- Filer's total
- $150,382
-
Karla Khodanian
HCE
- Total calculated
- $162,414
- From this org
- $148,199
- From related orgs
- $0
- Other
- $14,215
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,199
- Bonus
- $0
- Other
- $0
- Deferred
- $7,512
- Nontaxable benefits
- $6,703
- Filer's total
- $162,414
-
Nanette Baldwin
HCE
- Total calculated
- $168,429
- From this org
- $149,069
- From related orgs
- $0
- Other
- $19,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,069
- Bonus
- $0
- Other
- $0
- Deferred
- $7,550
- Nontaxable benefits
- $11,810
- Filer's total
- $168,429
-
Victor Brown
HCE
- Total calculated
- $150,066
- From this org
- $128,520
- From related orgs
- $0
- Other
- $21,546
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,520
- Bonus
- $0
- Other
- $0
- Deferred
- $6,686
- Nontaxable benefits
- $14,860
- Filer's total
- $150,066
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 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 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
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Birmingham Business Alliance Foundation
501(c)(3) · To promote business and commerce in Birmingham, Alabama · AL · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432399349300718
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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