Birmingham Public School Charitable Foundation: Nonprofit Profile, Financials & Form 990 (EIN 38-3214599)

Revenue by fiscal year
FY2020	$251K
FY2021	$224K
FY2022	$233K
FY2023	$204K
FY2024	$157K
FY2024	$198K

Expenses by fiscal year
FY2020	$210K
FY2021	$201K
FY2022	$166K
FY2023	$208K
FY2024	$230K
FY2024	$207K

Net assets by fiscal year
FY2020	$330K
FY2021	$352K
FY2022	$399K
FY2023	$406K
FY2024	$347K
FY2024	$351K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

60%

28%

Program services 60% · $125K Management & general 28% · $59K Fundraising 11% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation

Rick Kelley

Trustee

$0Pt VII · Sec A

Elizabth Rito

Trustee

$0Pt VII · Sec A

Julie Sutherland

Treasurer

$0Pt VII · Sec A

Jennifer Rass

Vice Preside

$0Pt VII · Sec A

Daniel Forberg

Trustee

$0Pt VII · Sec A

Rosemary Hall

Trustee

$0Pt VII · Sec A

Alyssa Roethermel

President

$0Pt VII · Sec A

Amrita Singh

Secretary

$0Pt VII · Sec A

See Birmingham Public School Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects innovative teachers with community support for exceptional educational experiences.

Provided by the organization

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3 programs · $106K · in their own filed words · FY2024

01

Enhancement of academic programs in the birmingham public school district, including author & artist in residence program.

$106Kprogram expense

02

Funds raised and transferred to BPS for specific projects and programs.

Pt IX · col B

03

Funds raised and transferred to BPS for specific projects and programs.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2023

National Philanthropic TrustFY2023$10K

Total grants receivedfrom 1 funder$10K

Grants paid · 9 grants · $693K · 2019–2024

Birmingham Public SchoolFY2024$106,212

Birmingham Public SchoolFY2023$129,975

Birmingham Public SchoolFY2022$115,524

Birmingham Public SchoolFY2021$61,591

Birmingham Public SchoolsFY2021$28,580

Birmingham Public SchoolsFY2020$79,753

Birmingham Public SchoolsFY2020$49,650

Birmingham Public SchoolsFY2019$95,059

Birmingham Public SchoolsFY2019$27,134

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$198K

Ln 12

Gifts and grantsLn 1h$163K

Other incomeLn 4–11$31K

Investment incomeLn 3$4K

Money outPt IX

$207K

Ln 25

Programscol B$125K

Managementcol C$59K

Fundraisingcol D$24K

Owns and owesPt X

$351K

net assets · Ln 32

Cash and savingsLn 1–2$211K

Total assetsLn 16$351K

LiabilitiesLn 26$0

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a15

IndependentVI 1b15

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$163K

Noncash giftsLn 1g$92K

Fundraising eventsLn 1c$118K

Investment incomeLn 3$4K

Other incomeLn 4–11$31K

Total revenueLn 12$198K

Assets in detailPt X, end of year

CashLn 1$211K

Cash and savings togetherLn 1–2$211K

InvestmentsLn 11–13$139K

Total assetsLn 16$351K

LiabilitiesLn 26$0

Net assetsLn 32$351K

OperationsPt I, VI

EmployeesI 51

VolunteersI 650

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$217K	$211K
InvestmentsLn 11–13	$129K	$139K
Total assetsLn 16	$347K	$351K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$347K	$351K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$106K	$106K
Other salaries and wagesLn 7	$67K	$17K	$34K	$17K
Payroll taxesLn 10	$8K	$2K	$4K	$2K
Accounting feesLn 11c	$6K		$6K
Other fees for servicesLn 11g	$1K		$1K
Advertising and promotionLn 12	$745		$745
Office expensesLn 13	$3K		$73	$3K
Information technologyLn 14	$2K		$2K
Other expenses (24a–d)Ln 24	$13K		$11K	$2K
Total functional expensesLn 25	$207K	$125K	$59K	$24K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024	$157K	$230K	−$74K	$347K	990 PDF
FY2023	$204K	$208K	−$4K	$406K	990 PDF
FY2022	$233K	$166K	$67K	$399K	990 PDF
FY2021	$224K	$201K	$22K	$352K	990 PDF
FY2020	$251K	$210K	$41K	$330K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $198,323 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $130,818$163,009

I-9 Program service revenue$0

I-10 Investment incomePrior year $3,608$4,256

I-11 Other revenuePrior year $22,546$31,058

I-12 Total revenuePrior year $156,972$198,323

I-13 Grants and similar amounts paidPrior year $129,975$106,212

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $74,183$75,620

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $26,326$25,579

I-18 Total expensesPrior year $230,484$207,411

I-19 Revenue less expensesPrior year −$73,512−$9,088

Part VI · Governance 15 of 15 board members independent, 3 to look at

VI-1a Voting members of the governing body15

VI-1b Independent voting members15

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $198,323 across 7 lines filed

VIII-1c Fundraising events$117,749

VIII-1f All other contributions, gifts and grants$45,260

VIII-1g Noncash contributions (included above)$92,248

VIII-1h Total contributions, gifts and grants$163,009

VIII-3 Investment incomeRelated to mission $2,981 · Excluded from tax $1,275$4,256

VIII-8 Net income from fundraising eventsExcluded from tax $39,614$31,058

VIII-12 Total revenueRelated to mission $2,981 · Excluded from tax $40,889$198,323

Part IX · Statement of functional expenses $207,411 across 9 lines filed

IX-1 Grants to domestic organizationsPrograms $106,212$106,212

IX-7 Other salaries and wagesPrograms $16,781 · Management $33,562 · Fundraising $16,781$67,124

IX-10 Payroll taxesPrograms $2,124 · Management $4,248 · Fundraising $2,124$8,496

IX-11c Accounting feesManagement $6,000$6,000

IX-11g Other fees for servicesManagement $1,432$1,432

IX-12 Advertising and promotionManagement $745$745

IX-13 Office expensesManagement $73 · Fundraising $2,512$2,585

IX-14 Information technologyManagement $1,988$1,988

IX-24 Other expenses (24a–d)Management $10,734 · Fundraising $2,095$12,829

IX-25 Total functional expensesPrograms $125,117 · Management $58,782 · Fundraising $23,512$207,411

Part X · Balance sheet $350,645 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $217,438$211,269

X-11 Publicly traded securitiesStart of year $129,122$139,376

X-16 Total assetsStart of year $346,560$350,645

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $160,111$152,182

X-28 Net assets with donor restrictionsStart of year $186,449$198,463

X-32 Total net assets or fund balancesStart of year $346,560$350,645

X-33 Total liabilities and net assetsStart of year $346,560$350,645

Part XI · Reconciliation of net assets $350,645 net assets at year end

XI-1 Total revenue$198,323

XI-2 Total expenses$207,411

XI-3 Revenue less expenses−$9,088

XI-4 Net assets at start of year$346,560

XI-5 Net unrealized gains (losses) on investments$13,173

XI-10 Net assets at end of year$350,645

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Birmingham Public School Charitable Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV