Nonprofit · EIN 63-6047968
LINLY HEFLIN UNIT
Tax-exempt · BIRMINGHAM, AL 35223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,262,111 | $836,388 | $425,723 | $10,190,597 | $0 | $10,190,597 |
| May 31, 2024 | 990 | $819,479 | $1,024,441 | -$204,962 | $9,842,940 | $0 | $9,842,940 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $664,847
- Membership dues
- $19,768
- Program service revenue
- $0
- Investment income
- $683,396
- Net gain from sales of assets
- $392,612
- Net income from fundraising events
- -$86,332
- Other revenue
- -$86,132
Expenses
- Grants and similar amounts paid
- $809,253
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,000
- Program services (functional)
- $809,253
- Management and general (functional)
- $14,748
- Fundraising (functional)
- $12,387
Balance sheet and other
- Total assets, start of year
- $9,842,940
- Total assets, end of year
- $10,190,597
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,190,597
- Publicly traded securities
- $10,075,525
- Net assets without donor restrictions
- $115,072
- Net assets with donor restrictions
- $10,075,525
- Gross receipts
- $6,236,770
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1919
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMNER STARLING | PRESIDENT Trustee or director, Officer | 1 | $0 |
| VIRGINIA PHILLIPS | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| VALERIE LIGHTFOOT | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY BEASLEY | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| BEVERLEY HOYT | CORRESPONDING SECRETARY Trustee or director, Officer | 1 | $0 |
| EMILY CURRAN | TREASURER Trustee or director, Officer | 1 | $0 |
| ANN PERRY | PROJECT TREASURER Trustee or director, Officer | 1 | $0 |
| MARGARET MARTIN | SCHOLARSHIP CHAIR Trustee or director, Officer | 1 | $0 |
| TRISHA DODSON | SCHOLARSHIP ADVISOR Trustee or director, Officer | 1 | $0 |
| KATHY HOSKINS | SCHOLARSHIP TRUST FUND CHA Trustee or director, Officer | 1 | $0 |
| CARLA ROBERSON | PAST PRESIDENT Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA ROBERSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUMNER STARLING | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KATHERINE DEBUYS | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ELLEN WALKER | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| FONTAINE POPE | CORRESPONDING SECRETARY Trustee or director, Officer | 1 | $0 |
| KATHY HOSKINS | TREASURER Trustee or director, Officer | 1 | $0 |
| EMILY CURRAN | PROJECT TREASURER Trustee or director, Officer | 1 | $0 |
| TRISH DODSON | SCHOLARSHIP CHAIR Trustee or director, Officer | 1 | $0 |
| COURTNEY STEPHENS | SCHOLARSHIP ADVISOR Trustee or director, Officer | 1 | $0 |
| SUSIE ABBOTT | SCHOLARSHIP TRUST FUND CHA Trustee or director, Officer | 1 | $0 |
| JULIA GOYER | PAST PRESIDENT Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13 OFFICE PARK CIRCLE, BIRMINGHAM, AL 35223-2556
- In care of
- % MRS W BRUCE WHITE
- Principal officer (990 for 2024)
- EMILY CURRAN, 13 OFFICE PARK CIRCLE, BIRMINGHAM, AL 35223
- Signed the 990
- EMILY CURRAN, TREASURER
- Phone
- (205) 871-8171
- Return prepared by
- BORLAND BENEFIELD PC
Mission
TO PROVIDE SCHOLARSHIPS TO YOUNG WOMEN IN ALABAMA WHO ATTEND STATE OF ALABAMA UNIVERSITIES.
Program accomplishments
- 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.Expenses $809,253 · grants $809,253
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 63-6047968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $10,190,597
- Income (IRS master file)
- $6,236,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,262,111 | $836,388 | $10,190,597 | XML |
| 990 | May 2024 | $819,479 | $1,024,441 | $9,842,940 | XML |
| 990 | May 2023 | $633,769 | $1,171,719 | $10,047,902 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-6047968).
Questions about LINLY HEFLIN UNIT
- What is the EIN of LINLY HEFLIN UNIT?
- The employer identification number (EIN) of LINLY HEFLIN UNIT is 63-6047968.
- Is LINLY HEFLIN UNIT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to LINLY HEFLIN UNIT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINLY HEFLIN UNIT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LINLY HEFLIN UNIT due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINLY HEFLIN UNIT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LINLY HEFLIN UNIT?
- The 990 for the year ended May 31, 2025 names EMILY CURRAN.
- Who are the officers and directors of LINLY HEFLIN UNIT?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LINLY HEFLIN UNIT have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,262,111, expenses of $836,388 and total assets of $10,190,597 at year end.
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