Birmingham Bar Foundation FY2023 filing

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To support, promote, and encourage activities for the furtherance of justice and legal education, including but not limited to the education of primary and secondary students, as well as the general public to promote a greater understanding of the law, through scholarships and encouragement of legal research, publications, institutes, forums and the establishment of scholarships.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$46K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $338K a year · 67% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$46K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
7 mo
of spending, in cash
Plus $2.1M in investments, Pt X · Ln 11–13
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $500
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$122K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
×12 vs prior year
Spent
$197K
To programs
83%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$1.7M
FY2023▲ ×12
Tap a bar for its year
Revenue by fiscal year
FY2020$168K
FY2021$310K
FY2022$148K
FY2023$1.7M
FY2024$153K
Expenses
$197K
FY2023▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$137K
FY2021$162K
FY2022$165K
FY2023$197K
FY2024$167K
Net assets
$2.1M
FY2023▲ +201%
Tap a bar for its year
Net assets by fiscal year
FY2020$525K
FY2021$700K
FY2022$683K
FY2023$2.1M
FY2024$2.1M

From the FY2023 Form 990 · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

83 cents of each dollar spent went to programs.

Program services 83% · $163K Management & general 17% · $34K

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

30 people listed on the 990; $46K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$46,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Cindy Andersonjan-July 2024’s $30K as Executive Director is at the 27th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022
Cindy Anderson—$46,000$5,875
Cindy Andersonjan-July 2024$30,000——
Jennifer Buettner——$22,000
Alicia Jett$10,000——
Mandy Peterson-Tice Dec 2024-Pres$6,250——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Birmingham Bar Foundation executive salaries →

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 15aYes

Programs and updates

Funds scholarships, legal research, and educational programs to promote justice, while providing essential internet access for jurors in local courthouses.

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3 programs · $163K · in their own filed words · FY2023
01

Scholarships- members of the birmingham bar association and the general public donate money in memory of area attorneys who pass away during the year. The funds raised through this memorial program are competitively awarded to students at birmingham area law schools based on scholarship and NEED.GRANTS are also given to local non-profit…

$156Kprogram expense
02

Oral arguments- each year, we coordinate with the supreme court of alabama, the alabama court of criminal appeals, and the alabama court of civil appeals to travel to birmingham to hear oral arguments in actual cases.

$5Kprogram expense
03

Juror internet access- the foundation funds internet service for jurors to use while serving in two area courthouses. Without the service, jurors would be reliant on personal cell phone coverages because public wifi service is not provided.

$2Kprogram expense

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 · FY2024
Total grants receivedfrom 1 funder$500
Grants paid · 17 grants · $159K · 2020–2024
Birmingham Bar AssociationAL · FY2024$15,388
Samford UniversityAL · FY2024$8,900
Strategies for Youth INCMA · FY2023$15,000
Samford UniversityAL · FY2023$10,000
Youthserve INCAL · FY2023$7,500
Just Keep Smiling INCAL · FY2023$6,000
The Morgan ProjectAL · FY2022$7,500
Vulcan Park & MuseumFY2021$10,000
The Classic Upward Bound AcademyFY2020$10,000
Vulcan Park & MuseumFY2020$10,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Investment incomeLn 3$1.6M
Gifts and grantsLn 1h$78K
Other incomeLn 4–11$10K
Money outPt IX
$197K
Ln 25
Programscol B$163K
Managementcol C$34K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$117K
Total assetsLn 16$2.2M
LiabilitiesLn 26$122K
PeoplePt VI, VII
30
listed · VII A
PaidVII A1
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$78K
Investment incomeLn 3$1.6M
Other incomeLn 4–11$10K
Gains on assetsLn 7$1.6M
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$116K
SavingsLn 2$784
Cash and savings togetherLn 1–2$117K
Pledges and grants receivableLn 3$300
Prepaid expenses and deferred chargesLn 9$1K
InvestmentsLn 11–13$2.1M
Total assetsLn 16$2.2M
LiabilitiesLn 26$122K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$278K$259K$254K$229K$211K
Given inLn 1b$18K$24K$33K$26K$33K
SpentLn 1d–1f$21K$10K$11K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$482K$117K
InvestmentsLn 11–13$2.1M
Total assetsLn 16$683K$2.2M
LiabilitiesLn 26$0$122K
Net assetsLn 32$683K$2.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$78K$78K
Pay of disqualified personsLn 6$46K$34K$12K
Other salaries and wagesLn 7$3K$2K$734
Payroll taxesLn 10$11K$8K$3K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$4K$4K
Office expensesLn 13$11K$8K$3K
OccupancyLn 16$23K$17K$6K
TravelLn 17$2K$2K$568
Depreciation, depletion and amortizationLn 22$6K$5K$2K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$11K$10K$2K
Total functional expensesLn 25$197K$163K$34K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $153K$167K−$14K$2.1M 990 PDF
FY2023 ViewingFiled with the IRS Nov 15, 2024 $1.7M$197K$1.5M$2.1M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $148K$165K−$17K$683K 990 PDF
FY2021Filed with the IRS Nov 1, 2022 $310K$162K$148K$700K 990 PDF
FY2020Filed with the IRS Sep 30, 2021 $168K$137K$31K$525K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,737,843 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $50,131$78,336
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,647$1,649,696
I-11 Other revenuePrior year $96,180$9,811
I-12 Total revenuePrior year $147,958$1,737,843
I-13 Grants and similar amounts paidPrior year $54,976$77,555
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $29,974$59,768
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $80,273$59,992
I-18 Total expensesPrior year $165,223$197,315
I-19 Revenue less expensesPrior year −$17,265$1,540,528
Part VI · Governance 2 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,737,843 across 8 lines filed
VIII-1f All other contributions, gifts and grants$78,336
VIII-1h Total contributions, gifts and grants$78,336
VIII-3 Investment incomeExcluded from tax $35,615$35,615
VIII-6 Net rental income or lossRelated to mission $3,159$3,159
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,614,081$1,614,081
VIII-8 Net income from fundraising eventsExcluded from tax $5,495$5,495
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,157$1,157
VIII-12 Total revenueRelated to mission $4,316 · Unrelated business $0 · Excluded from tax $1,655,191$1,737,843
Part IX · Statement of functional expenses $197,315 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $77,555$77,555
IX-6 Pay of disqualified personsPrograms $34,500 · Management $11,500$46,000
IX-7 Other salaries and wagesPrograms $2,203 · Management $734$2,937
IX-10 Payroll taxesPrograms $8,123 · Management $2,708$10,831
IX-11c Accounting feesManagement $1,640$1,640
IX-11g Other fees for servicesManagement $3,684$3,684
IX-13 Office expensesPrograms $7,944 · Management $2,648$10,592
IX-16 OccupancyPrograms $16,911 · Management $5,638$22,549
IX-17 TravelPrograms $1,702 · Management $568$2,270
IX-22 Depreciation, depletion and amortizationPrograms $4,526 · Management $1,508$6,034
IX-23 InsuranceManagement $1,985$1,985
IX-24 Other expenses (24a–d)Programs $9,651 · Management $1,587$11,238
IX-25 Total functional expensesPrograms $163,115 · Management $34,200 · Fundraising $0$197,315
Part X · Balance sheet $2,178,876 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $228,588$116,294
X-2 Savings and temporary cash investmentsStart of year $253,171$784
X-3 Pledges and grants receivable$300
X-9 Prepaid expenses and deferred charges$1,000
X-11 Publicly traded securities$2,062,098
X-12 Other securities−$1,600
X-16 Total assetsStart of year $682,740$2,178,876
X-17 Accounts payable and accrued expenses$1,682
X-25 Other liabilitiesStart of year $0$120,100
X-26 Total liabilitiesStart of year $0$121,782
X-27 Net assets without donor restrictionsStart of year $429,569$1,765,659
X-28 Net assets with donor restrictionsStart of year $253,171$291,435
X-32 Total net assets or fund balancesStart of year $682,740$2,057,094
X-33 Total liabilities and net assetsStart of year $682,740$2,178,876
Part XI · Reconciliation of net assets $2,057,094 net assets at year end
XI-1 Total revenue$1,737,843
XI-2 Total expenses$197,315
XI-3 Revenue less expenses$1,540,528
XI-4 Net assets at start of year$682,740
XI-8 Prior period adjustments−$166,174
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,057,094

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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