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Nonprofiteer
← BIRMINGHAM BOTANICAL SOCIETY INC

Form 990 for tax year 2022

Filed by BIRMINGHAM BOTANICAL SOCIETY INC.

Totals

Total revenue
$2,591,252
Total expenses
$2,117,017
Contributions and grants received
$1,187,405
Grants paid
$0
Program service revenue
$266,731
Investment income
$765,820
Other revenue
$371,296
Total assets, end of year
$21,906,642
Total liabilities, end of year
$49,095
Net assets or fund balances, end of year
$21,857,547
Program services expenses (Part IX)
$1,289,940
Management and general expenses
$470,271
Fundraising expenses
$356,806
Program service expenses (Part III)
$1,289,940

Program services were 60.9% 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.

  • 1f · All other contributions, gifts and grants

    $1,187,405

  • 1g · Noncash contributions included above

    $111,637

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $228,143 · related or exempt $228,143

  • 2b · Program service revenue: GENERAL EDUCATION REVE

    total $38,588 · related or exempt $38,588

  • 3 · Investment income

    total $629,982 · excluded $629,982

  • 7a · Gross sales of assets other than inventory

    securities $838,325

  • 7b · Less cost or other basis and sales expenses

    securities $702,487

  • 7c · Gain or loss

    securities $135,838

  • 7d · Net gain or loss

    total $135,838 · excluded $135,838

  • 8a · Fundraising events: gross income

    $886,846

  • 8b · Fundraising events: direct expenses

    $515,550

  • 8c · Net income from fundraising events

    total $371,296 · excluded $371,296

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $309,826 · program services $47,029 · management and general $215,768 · fundraising $47,029

  • 7 · Other salaries and wages

    total $902,419 · program services $597,040 · management and general $72,598 · fundraising $232,781

  • 8 · Pension plan contributions

    total $30,920 · program services $16,428 · management and general $7,355 · fundraising $7,137

  • 9 · Other employee benefits

    total $87,926 · program services $46,715 · management and general $20,916 · fundraising $20,295

  • 10 · Payroll taxes

    total $83,955 · program services $44,606 · management and general $19,970 · fundraising $19,379

  • 11b · Fees: legal

    total $7,910 · management and general $7,910

  • 11c · Fees: accounting

    total $17,276 · management and general $17,276

  • 11g · Fees: other

    total $59,913 · program services $57,688 · management and general $1,812 · fundraising $413

  • 12 · Advertising and promotion

    total $12,101 · program services $11,279 · management and general $105 · fundraising $717

  • 13 · Office expenses

    total $51,594 · program services $41,420 · management and general $1,804 · fundraising $8,370

  • 14 · Information technology

    total $71,125 · program services $48,607 · management and general $16,018 · fundraising $6,500

  • 17 · Travel

    total $10,952 · program services $7,000 · management and general $3,612 · fundraising $340

  • 22 · Depreciation, depletion and amortization

    total $20,221 · management and general $20,221

  • 23 · Insurance

    total $24,788 · management and general $24,788

  • 24a · Other expenses: OUTSIDE SERVICE

    total $229,079 · program services $229,079

  • 24b · Other expenses: MATERIALS AND SUPPLIES

    total $116,579 · program services $95,050 · management and general $10,953 · fundraising $10,576

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $33,734 · program services $25,952 · management and general $7,672 · fundraising $110

  • 24d · Other expenses: BANK CHARGES

    total $15,127 · management and general $15,127

  • 24e · All other expenses

    total $31,572 · program services $22,047 · management and general $6,366 · fundraising $3,159

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,399,146 · end of year $660,906

  • 2 · Savings and temporary cash investments

    beginning of year $2,974,151 · end of year $4,074,850

  • 3 · Pledges and grants receivable

    end of year $75,839

  • 4 · Accounts receivable

    beginning of year $58,077 · end of year $50,625

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,117 · end of year $7,862

  • 10a · Land, buildings and equipment: cost or other basis

    $84,339

  • 10b · Land, buildings and equipment: accumulated depreciation

    $49,156

  • 10c · Land, buildings and equipment, net

    beginning of year $19,472 · end of year $35,183

  • 11 · Investments: publicly traded securities

    beginning of year $10,109,378 · end of year $8,133,295

  • 15 · Other assets

    beginning of year $10,618,043 · end of year $8,868,082

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,396 · end of year $49,095

  • 27 · Net assets without donor restrictions

    beginning of year $12,858,103 · end of year $10,986,784

  • 28 · Net assets with donor restrictions

    beginning of year $12,294,885 · end of year $10,870,763

Mission and programs · 2022

Mission

TO PERPETUATE AND ADVANCE BIRMINGHAM BOTANICAL GARDENS AS A COMMUNITY RESOURCE AND DESTINATION OF BOTANICAL, HORTICULTURAL, AND EDUCATIONAL SIGNIFICANCE IN PARTNERSHIP WITH THE CITY OF BIRMINGHAM. BIRMINGHAM BOTANICAL GARDENS PROMOTES PUBLIC KNOWLEDGE AND APPRECIATION OFPLANTS AND THE ENVIRONMENT THROUGH THE OPERATION OF THE 67.5 ACRE GARDENS, EDUCATIONAL PROGRAMS, SPECIAL EVENTS, A HORTICULTURAL LIBRARY, AND PASSIVE RECREATION. THE PUBLIC-PRIVATE PARTNERSHIP NOT ONLY IS CRITICAL TO THE GARDENS' CONTINUING DEVELOPMENT AND MAINTENANCE, BUT TO KEEPING THE GARDENS FREE AND ACCESSIBLE TO ALL.

Activities or mission (Part I)

TO PERPETUATE AND ADVANCE BIRMINGHAM BOTANICAL GARDENS IN PARTNERSHIP WITH THE CITY OF BIRMINGHAM AS A COMMUNITY RESOURCE AND DESTINATION OF BOTANICAL, HORTICULTURAL, AND EDUCATIONAL SIGNIFICANCE WHERE PEOPLE FROM ALL WALKS OF LIFE CAN HAVE FREE ACCESS TO ENJOY AND APPRECIATE PLANTS AND THE ENVIRONMENT.

  • THE GARDENS' 67.5 ACRES FEATURE MORE THAN 20 THEMATIC GARDENS, EACH CLASSIFIED INTO ONE OF THREE TYPES: GARDENS OF COLLECTIONS, GARDENS OF NATURE, AND GARDENS OF CULTURE. GARDENS OF COLLECTIONS INCLUDE THE ABROMS RHODENDRON SPECIES GARDEN, THE FERN GLADE, THE IRELAND IRIS GARDEN, AND THE DUNN FORMAL ROSE GARDEN. GARDENS OF NATURE INCLUDE THE BARBAR ALABAMA WOODLANDS AND THE KAUL WILDFLOWER GARDEN. GARDENS OF CULTURE INCLUDE THE FORMAL GARDEN, THE JAPANESE GARDEN, AND THE SOUTHERN LIVING GARDEN. THE GARDENS' DIVERSE PLANT COLLECTIONS CELEBRATE THE WONDER OF THE PLANT WORLD, ILLUSTRATE ALABAMA'S BIODIVERSITY, OFFER INSPIRATION FOR HOME GARDENERS, AND PROVIDE SEASONAL INTEREST WITH EVER-CHANGING HORTICULTURAL DISPLAYS. MILES OF WALKING PATHS ENCOURAGE EXPLORATION AND OFFER OPPORTUNITY FOR WALKING AND JOGGING.

    Expenses $553,288

  • EDUCATION/LIBRARYTHE GARDEN'S EDUCATIONAL MISSION PROMOTES SUSTAINABILITY AND ENVIRONMENTAL STEWARDSHIP, AND IMPACTS NOT ONLY GARDEN VISITORS BUT ALSO BENEFITS RESIDENTS OF THE GREATER BIRMINGHAM AREA. FREE, HANDS-ON, CURRICULUM-BASED SCIENCE PROGRAMMING IS OFFERED TO OVER 10,000 KINDERGARTEN THROUGH 6TH GRADE STUDENTS EACH YEAR THROUGH THE DISCOVERY FIELD TRIPS THAT CORRELATE WITH THE ALABAMA STATE COURSE OF STUDY AND ARE ALIGNED WITH NATIONAL SCIENCE EDUCATION STANDARDS. SUMMER CAMPS, TEACHER TRAINING, AND ADULT CLASSES, LECTURES, AND WORKSHOPS ARE ALSO OFFERED. A LARGE CADRE OF VOLUNTEERS AND SUPPORTERS PLAYS AN ESSENTIAL ROLE IN SUPPORTING THE MISSION AND PROGRAMS.THE LIBRARY AT THE GARDENS IS THE LARGEST PUBLIC HORTICULTURAL LIBRARY IN THE SOUTHEAST. IT IS PART OF THE JEFFERSON COUNTY LIBRARY COOPERATIVE AND OFFERS MORE THAN 6,000 CIRCULATING TITLES FOCUSED ON GARDENING, HORTICULTURE, AND THE ENVIRONMENT. THE LIBRARY ALSO OFFERS SUBJECT-SPECIFIC PROGRAMMING AND PROVIDES PATRONS WITH FREE INTERNET AND WI-FI CONNECTIONS.

    Expenses $429,809 · Revenue $38,588

  • COMMUNICATION & MEMBERSHIPCOMMUNICATIONS AND MEMBERSHIP IS RESPONSIBLE FOR THE CREATION AND IMPLEMENTATION OF A COMPREHENSIVE AND DYNAMIC PROGRAM THAT ADVANCES THE FRIENDS' WORK IN SUPPORT OF THE GARDENS' MISSION. THIS AREA PLAYS A CRITICAL ROLE IN SHAPING THE ORGANIZATION'S FUTURE IN A WAY THAT ATTRACTS AND SERVES DIVERSE AUDIENCES; IS A PART OF THE GARDENS' LONGSTANDING TRADITION OF BEING A PLACE WHERE VISITORS OF ALL AGES AND WITH MANY VARIED INTERESTS ARE WELCOMED; AND COMPLEMENTS THE GARDENS' POSITIONING AS A COMMUNITY RESOURCE AND DESTINATION OF BOTANICAL, HORTICULTURAL AND REGIONAL SIGNIFICANCE. SPECIFIC AREAS OF FOCUS INCLUDE: STRATEGIC DIRECTION AND PLANNING - IN CONCERT WITH APPROPRIATE STAKEHOLDERS, SPEARHEADING CREATION OF STRATEGIC GOALS AND OBJECTIVES THAT EXPAND THE FRIENDS' REACH AND IMPACT THROUGH PARTICIPATION IN PROGRAMS AND EVENTS, GROWING MEMBERSHIP AND SUPPORT, INCREASED GARDEN VISITATION, AND ENHANCED PUBLIC AWARENESS; COMMUNICATIONS AND MARKETING - COORDINATING ALL COMMUNICATIONS, MARKETING, AND PUBLIC RELATIONS EFFORTS - INTERNAL AND EXTERNAL, PRINT AND DIGITAL; MEMBERSHIP - CHAMPIONING A MULTI-CHANNEL PROGRAM THAT DRIVES MEMBERSHIP GROWTH, ENCOURAGES MEMBER ENGAGEMENT AND RENEWALS, AND PROVIDES OUTSTANDING MEMBER SERVICE; BRAND AND IDENTITY -ARTICULATING THE FRIENDS' IDENTITY, STRATEGIC MESSAGING, AND QUALITY STANDARDS

    Expenses $306,843 · Revenue $228,143

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • WALLY EVANS

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JOHN W SMITH T

    IMMEDIATE PAST CHAIR & CHAIR OF GOVERNANCE

    Total calculated
    $0
    Hours/week
    1

  • DONALD C COSTON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN BARR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KIRK FORRESTER

    CHAIR OF COMMUNICATIONS

    Total calculated
    $0
    Hours/week
    1

  • EMILY BOWRON

    CHAIR OF DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE LITTLE

    CHAIR OF EDUCATION AND VISITOR EXPERIENCE

    Total calculated
    $0
    Hours/week
    1

  • NORMAN DAVIS

    CHAIR OF GOVERNMENT RELATIONS

    Total calculated
    $0
    Hours/week
    1

  • LEE MCLEMORE

    CHAIR OF OPERATIONS

    Total calculated
    $0
    Hours/week
    1

  • BILL IRELAND

    CHAIR OF GOVERNANCE

    Total calculated
    $0
    Hours/week
    1

  • MILAN BALLARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FREDERICK BELDEN III

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • UDAY R BHATE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON BROWN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE COOPER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOB DEBUYS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELEANOR ESTES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WENDY EVESQUE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HELEN HARMON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEIGH HAVER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY HOYT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EVELYN JONES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET KAVINOKY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BLEVINS NAFF

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY OSBORNE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON SHERROD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARTHA SIMS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY THORNTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JESSE VOGTLE JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS W UNDERWOOD

    EXECUTIVE DIRECTOR

    Total calculated
    $195,456
    From this org
    $188,116
    From related orgs
    $0
    Other
    $7,340
    Hours/week
    44

    Schedule J breakdown matched by us

    Base
    $188,116
    Bonus
    $0
    Other
    $0
    Deferred
    $5,609
    Nontaxable benefits
    $1,731
    Filer's total
    $195,456

  • STEPHANIE BANKS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $131,758
    From this org
    $121,710
    From related orgs
    $0
    Other
    $10,048
    Hours/week
    40

  • PENELOPE HARTLINE

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $127,448
    From this org
    $114,095
    From related orgs
    $0
    Other
    $13,353
    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
2022
Filed
27 June 2023
IRS schema version
2022v5.0
Source object
202311789349300136

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