Linly Heflin Unit: FY2022 Nonprofit Profile & Form 990 (EIN 63-6047968)

Revenue by fiscal year
FY2021	$729K
FY2022	$1.8M
FY2023	$634K
FY2024	$819K
FY2025	$1.3M

Expenses by fiscal year
FY2021	$681K
FY2022	$839K
FY2023	$1.2M
FY2024	$1.0M
FY2025	$836K

Net assets by fiscal year
FY2021	$9.7M
FY2022	$10.6M
FY2023	$10.0M
FY2024	$9.8M
FY2025	$10.2M

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.

97%

Program services 97% · $817K Management & general 2% · $15K Fundraising 1% · $7K

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 (FY2021); the FY2022 filing did not itemize Part VII

Jean Oliver

President

$0Pt VII · Sec A

Julie Goyer

1st Vice President

$0Pt VII · Sec A

Cameron Crowe

2nd Vice President

$0Pt VII · Sec A

Katherine Debuys

Recording Secretary

$0Pt VII · Sec A

Valerie Lightfoot

Corresponding Secretary

$0Pt VII · Sec A

Susie Abbott

Treasurer

$0Pt VII · Sec A

Kathy Hoskins

Project Treasurer

$0Pt VII · Sec A

Courtney Stephens

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.

Provided by the organization

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1 program · $817K · in their own filed words · FY2021

01

Scholarships granted to young women that attend colleges and universities within the state of alabama

$817Kprogram 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 FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.8M

Ln 12

Investment incomeLn 3$1.1M

Gifts and grantsLn 1h$730K

Money outPt IX

$839K

Ln 25

Programscol B$817K

Managementcol C$15K

Fundraisingcol D$7K

Owns and owesPt X

$10.6M

net assets · Ln 32

Cash and savingsLn 1–2$131K

Total assetsLn 16$10.6M

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$730K

Fundraising eventsLn 1c$230K

Investment incomeLn 3$1.1M

Total revenueLn 12$1.8M

Assets in detailPt X, end of year

CashLn 1$131K

Cash and savings togetherLn 1–2$131K

InvestmentsLn 11–13$10.5M

Total assetsLn 16$10.6M

LiabilitiesLn 26$0

Net assetsLn 32$10.6M

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$130K	$131K
InvestmentsLn 11–13	$9.5M	$10.5M
Total assetsLn 16	$9.7M	$10.6M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$9.7M	$10.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$817K	$817K
Accounting feesLn 11c	$7K		$4K	$2K
Office expensesLn 13	$2K		$2K
Conferences, conventions and meetingsLn 19	$2K		$2K
InsuranceLn 23	$4K		$2K	$2K
Other expenses (24a–d)Ln 24	$7K	$337	$4K	$3K
Total functional expensesLn 25	$839K	$817K	$15K	$7K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$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 Viewing	$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 I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2022 990 (6 parts)

Part I · Summary $1,766,365 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $320,161$729,676

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $422,500$1,087,688

I-11 Other revenuePrior year −$13,802−$50,999

I-12 Total revenuePrior year $728,859$1,766,365

I-13 Grants and similar amounts paidPrior year $656,629$816,843

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 $24,330$22,417

I-18 Total expensesPrior year $680,959$839,260

I-19 Revenue less expensesPrior year $47,900$927,105

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 $1,766,365 across 8 lines filed

VIII-1b Membership dues$13,470

VIII-1c Fundraising events$230,351

VIII-1f All other contributions, gifts and grants$485,855

VIII-1h Total contributions, gifts and grants$729,676

VIII-3 Investment incomeExcluded from tax $1,087,688$1,087,688

VIII-8 Net income from fundraising eventsExcluded from tax −$51,502−$51,502

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $503$503

VIII-12 Total revenueRelated to mission $503 · Unrelated business $0 · Excluded from tax $1,036,186$1,766,365

Part IX · Statement of functional expenses $839,260 across 6 lines filed

IX-2 Grants to domestic individualsPrograms $816,843$816,843

IX-11c Accounting feesManagement $4,290 · Fundraising $2,500$6,790

IX-13 Office expensesManagement $2,304$2,304

IX-19 Conferences, conventions and meetingsManagement $1,630$1,630

IX-23 InsuranceManagement $2,203 · Fundraising $2,203$4,406

IX-24 Other expenses (24a–d)Programs $337 · Management $4,443 · Fundraising $2,507$7,287

IX-25 Total functional expensesPrograms $817,180 · Management $14,870 · Fundraising $7,210$839,260

Part X · Balance sheet $10,585,852 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $129,768$131,069

X-11 Publicly traded securitiesStart of year $9,528,979$10,454,783

X-16 Total assetsStart of year $9,658,747$10,585,852

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $129,768$131,069

X-28 Net assets with donor restrictionsStart of year $9,528,979$10,454,783

X-32 Total net assets or fund balancesStart of year $9,658,747$10,585,852

X-33 Total liabilities and net assetsStart of year $9,658,747$10,585,852

Part XI · Reconciliation of net assets $10,585,852 net assets at year end

XI-1 Total revenue$1,766,365

XI-2 Total expenses$839,260

XI-3 Revenue less expenses$927,105

XI-4 Net assets at start of year$9,658,747

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$10,585,852

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Linly Heflin Unit FY2022 filing

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