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Linly Heflin Unit

Tax-deductible

Birmingham, AL501(c)(3)Education EIN 63-6047968Revenue $1.3M in FY2025

On file with the IRS13 Office Park Circle, 35223-2556 · Birmingham, ALTax-exempt since Aug 1959Publicly supported charity — 170(b)(1)(A)(vi)

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Grant scholarships to young women who attend colleges and universities within alabama

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Run by 100 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $132K a year · 13% 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
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $10.1M in investments, Pt X · Ln 11–13
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $68K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+54% vs prior year
Spent
$836K
To programs
97%
Net assets
$10.2M
By yearFY2021–FY2025
Revenue
$1.3M
FY2025▲ +54%
Tap a bar for its year
Revenue by fiscal year
FY2021$729K
FY2022$1.8M
FY2023$634K
FY2024$819K
FY2025$1.3M
Expenses
$836K
FY2025▼ -18%
Tap a bar for its year
Expenses by fiscal year
FY2021$681K
FY2022$839K
FY2023$1.2M
FY2024$1.0M
FY2025$836K
Net assets
$10.2M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2021$9.7M
FY2022$10.6M
FY2023$10.0M
FY2024$9.8M
FY2025$10.2M

From the FY2025 Form 990 (year ending May 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1959.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $809K Management & general 2% · $15K Fundraising 1% · $12K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Virginia Phillips
1st Vice President
$0Pt VII · Sec A
Valerie Lightfoot
2nd Vice President
$0Pt VII · Sec A
Mary Beasley
Recording Secretary
$0Pt VII · Sec A
Beverley Hoyt
Corresponding Secretary
$0Pt VII · Sec A
Emily Curran
Treasurer
$0Pt VII · Sec A
Ann Perry
Project Treasurer
$0Pt VII · Sec A
Margaret Martin
Scholarship Chair
$0Pt VII · Sec A
See Linly Heflin Unit 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

Awards scholarships to young women attending Alabama colleges and universities.

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Provided by the organization

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1 program · $809K · in their own filed words · FY2024
01

Linly heflin unit, inc. (the organization) is a nonprofit organization that provides scholarships to young women of alabama, so that they may attend alabama colleges or universities. The organization receives the majority of its revenue from direct public support, donations, interest, and dividends.

$809Kprogram 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 · FY2025
William H Sadler JR Test TrFY2025$60K
Virginia Stockham Ladd Family FoundationFY2025$8K
Total grants receivedfrom 2 funders$68K
Grants paid · 5 grants · $4.3M · 2020–2024
Unitemized GrantFY2024$809,253
Unitemized GrantFY2023$927,120
Unitemized GrantFY2022$1,080,322
Unitemized GrantFY2021$816,843
Unitemized GrantFY2020$656,629

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Investment incomeLn 3$683K
Gifts and grantsLn 1h$665K
Money outPt IX
$836K
Ln 25
Programscol B$809K
Managementcol C$15K
Fundraisingcol D$12K
Owns and owesPt X
$10.2M
net assets · Ln 32
Cash and savingsLn 1–2$115K
Total assetsLn 16$10.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$665K
Fundraising eventsLn 1c$354K
Investment incomeLn 3$683K
Gains on assetsLn 7$393K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$65K
SavingsLn 2$50K
Cash and savings togetherLn 1–2$115K
InvestmentsLn 11–13$10.1M
Total assetsLn 16$10.2M
LiabilitiesLn 26$0
Net assetsLn 32$10.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6100
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$106K$115K
InvestmentsLn 11–13$9.7M$10.1M
Total assetsLn 16$9.8M$10.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$9.8M$10.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$809K$809K
Legal feesLn 11b$6K$3K$3K
Office expensesLn 13$2K$2K
Conferences, conventions and meetingsLn 19$3K$3K
InsuranceLn 23$6K$3K$3K
Other expenses (24a–d)Ln 24$10K$3K$7K
Total functional expensesLn 25$836K$809K$15K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$836K$426K$10.2M 990 PDF
FY2024 $819K$1.0M−$205K$9.8M 990 PDF
FY2023 $634K$1.2M−$538K$10.0M 990 PDF
FY2022 $1.8M$839K$927K$10.6M 990 PDF
FY2021 $729K$681K$48K$9.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,262,111 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $390,729$664,847
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $520,152$683,396
I-11 Other revenuePrior year −$91,402−$86,132
I-12 Total revenuePrior year $819,479$1,262,111
I-13 Grants and similar amounts paidPrior year $927,120$809,253
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $97,321$27,135
I-18 Total expensesPrior year $1,024,441$836,388
I-19 Revenue less expensesPrior year −$204,962$425,723
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,262,111 across 9 lines filed
VIII-1b Membership dues$19,768
VIII-1c Fundraising events$354,301
VIII-1f All other contributions, gifts and grants$290,778
VIII-1h Total contributions, gifts and grants$664,847
VIII-3 Investment incomeExcluded from tax $290,784$290,784
VIII-7 Net gain or loss on sales of assetsExcluded from tax $392,612$392,612
VIII-8 Net income from fundraising eventsExcluded from tax −$86,332−$86,332
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $200$200
VIII-12 Total revenueRelated to mission $200 · Unrelated business $0 · Excluded from tax $597,064$1,262,111
Part IX · Statement of functional expenses $836,388 across 6 lines filed
IX-2 Grants to domestic individualsPrograms $809,253$809,253
IX-11b Legal feesManagement $3,000 · Fundraising $3,000$6,000
IX-13 Office expensesManagement $2,220$2,220
IX-19 Conferences, conventions and meetingsManagement $3,185$3,185
IX-23 InsuranceManagement $2,863 · Fundraising $2,864$5,727
IX-24 Other expenses (24a–d)Management $3,480 · Fundraising $6,523$10,003
IX-25 Total functional expensesPrograms $809,253 · Management $14,748 · Fundraising $12,387$836,388
Part X · Balance sheet $10,190,597 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $95,988$64,768
X-2 Savings and temporary cash investmentsStart of year $10,010$50,304
X-11 Publicly traded securitiesStart of year $9,736,942$10,075,525
X-16 Total assetsStart of year $9,842,940$10,190,597
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $105,998$115,072
X-28 Net assets with donor restrictionsStart of year $9,736,942$10,075,525
X-32 Total net assets or fund balancesStart of year $9,842,940$10,190,597
X-33 Total liabilities and net assetsStart of year $9,842,940$10,190,597
Part XI · Reconciliation of net assets $10,190,597 net assets at year end
XI-1 Total revenue$1,262,111
XI-2 Total expenses$836,388
XI-3 Revenue less expenses$425,723
XI-4 Net assets at start of year$9,842,940
XI-7 Investment expenses−$78,066
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,190,597

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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