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Linly Heflin Unit FY2024 filing

Tax-deductible

Birmingham, AL501(c)(3)EducationEIN 63-6047968

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

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 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
$819K
+29% vs prior year
Spent
$1.0M
To programs
91%
Net assets
$9.8M
By yearFY2021–FY2025
Revenue
$819K
FY2024▲ +29%
Revenue by fiscal year
FY2021$729K
FY2022$1.8M
FY2023$634K
FY2024$819K
FY2025$1.3M
Expenses
$1.0M
FY2024▼ -13%
Expenses by fiscal year
FY2021$681K
FY2022$839K
FY2023$1.2M
FY2024$1.0M
FY2025$836K
Net assets
$9.8M
FY2024▼ -2%
Net assets by fiscal year
FY2021$9.7M
FY2022$10.6M
FY2023$10.0M
FY2024$9.8M
FY2025$10.2M

From the FY2024 Form 990 (year ending May 2024) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

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

91 cents of each dollar spent went to programs.

Program services 91% · $927K Management & general 9% · $87K Fundraising 1% · $10K

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

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Sumner Starling
1st Vice President
$0Pt VII · Sec A
Katherine Debuys
2nd Vice President
$0Pt VII · Sec A
Ellen Walker
Recording Secretary
$0Pt VII · Sec A
Fontaine Pope
Corresponding Secretary
$0Pt VII · Sec A
Kathy Hoskins
Treasurer
$0Pt VII · Sec A
Emily Curran
Project Treasurer
$0Pt VII · Sec A
Trish Dodson
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

This section is blank until Linly Heflin Unit claims this page.

Know this organization? Claim it to add your story

1 program service account for $927K of program spending, described in the organization's own filed words · FY2023.
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.

$927Kprogram expense

Run this program? Claim this org to tell your story

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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$819K
Ln 12
Investment incomeLn 3$520K
Gifts and grantsLn 1h$391K
Money outPt IX
$1.0M
Ln 25
Programscol B$927K
Managementcol C$87K
Fundraisingcol D$10K
Owns and owesPt X
$9.8M
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$9.8M
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$391K
Fundraising eventsLn 1c$275K
Investment incomeLn 3$520K
Gains on assetsLn 7$258K
Total revenueLn 12$819K
Assets in detailPt X, end of year
CashLn 1$96K
SavingsLn 2$10K
Cash and savings togetherLn 1–2$106K
InvestmentsLn 11–13$9.7M
Total assetsLn 16$9.8M
LiabilitiesLn 26$0
Net assetsLn 32$9.8M
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 FY24End FY24
Cash and savingsLn 1–2$118K$106K
InvestmentsLn 11–13$9.9M$9.7M
Total assetsLn 16$10.0M$9.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$10.0M$9.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$927K$927K
Accounting feesLn 11c$6K$3K$2K
Investment management feesLn 11f$71K$71K
Office expensesLn 13$3K$3K
Conferences, conventions and meetingsLn 19$4K$4K
InsuranceLn 23$6K$3K$3K
Other expenses (24a–d)Ln 24$8K$3K$5K
Total functional expensesLn 25$1.0M$927K$87K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.3M$836K$426K$10.2M 990 PDF
FY2024 Viewing $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

Want to add your own materials alongside these filings? Claim this org

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 (4 parts)
Part VIII · Statement of revenue $819,479 across 8 lines filed
VIII-1b Membership dues$14,695
VIII-1c Fundraising events$274,853
VIII-1f All other contributions, gifts and grants$101,181
VIII-1h Total contributions, gifts and grants$390,729
VIII-3 Investment incomeExcluded from tax $261,801$261,801
VIII-7 Net gain or loss on sales of assetsExcluded from tax $258,351$258,351
VIII-8 Net income from fundraising eventsExcluded from tax −$91,402−$91,402
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $428,750$819,479
Part IX · Statement of functional expenses $1,024,441 across 7 lines filed
IX-2 Grants to domestic individualsPrograms $927,120$927,120
IX-11c Accounting feesManagement $3,249 · Fundraising $2,500$5,749
IX-11f Investment management feesManagement $71,120$71,120
IX-13 Office expensesManagement $3,250$3,250
IX-19 Conferences, conventions and meetingsManagement $3,939$3,939
IX-23 InsuranceManagement $2,826 · Fundraising $2,826$5,652
IX-24 Other expenses (24a–d)Management $2,985 · Fundraising $4,626$7,611
IX-25 Total functional expensesPrograms $927,120 · Management $87,369 · Fundraising $9,952$1,024,441
Part X · Balance sheet $9,842,940 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $118,080$95,988
X-2 Savings and temporary cash investments$10,010
X-11 Publicly traded securitiesStart of year $9,929,822$9,736,942
X-16 Total assetsStart of year $10,047,902$9,842,940
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $118,080$105,998
X-28 Net assets with donor restrictionsStart of year $9,929,822$9,736,942
X-32 Total net assets or fund balancesStart of year $10,047,902$9,842,940
X-33 Total liabilities and net assetsStart of year $10,047,902$9,842,940
Part XI · Reconciliation of net assets $9,842,940 net assets at year end
XI-1 Total revenue$819,479
XI-2 Total expenses$1,024,441
XI-3 Revenue less expenses−$204,962
XI-4 Net assets at start of year$10,047,902
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,842,940

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

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