2022-06-27T08:12:51-05:00 2021-12-31 630590670 Kassouf & Co PC 2101 Highland Ave S Suite 300 Birmingham AL 352054009 990 2021-01-01 264629738 Birmingham Business Alliance BIRM 2053242100 505 20th Street North 200 Birmingham AL 35203 Emily Jerkins President and COO 2053242100 2022-06-02 1 Emily Jerkins 999009999 William P Bach P01315784 2054432500 2022-06-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Emily Jerkins 505 20th Street North 200 Birmingham AL 35203 5574387 0 X www.birminghambusinessalliance.com X 2009 AL The Birmingham Business Alliance is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region. 57 57 29 75 0 0 3351725 4717131 30370 28890 81281 280623 125423 0 3588799 5026644 0 0 0 0 2370545 2846559 0 0 0 1111733 1559830 3482278 4406389 106521 620255 2805458 3411239 287852 322699 2517606 3088540 X The organization is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region. 0 0 1142160 28546 Economic Development - The Alliance works to increase job growth and capital investment within the seven-county region, attracting and retaining top talent from around the world. 539271 Marketing & Communications - The Alliance markets and promotes the seven-county region through various communications and branding strategies and services. 341419 344 Chamber & Public Policy - The Alliance is charged with creating increased economic prosperity in our region in part through our advocacy and governmental affairs work. Public policy efforts are aimed at addressing issues of regional significance to help move the region forward while providing a unified voice for the business community with our elected officials. 334045 Small Business - The Alliance provides business advisory services to target businesses. 334045 2356895 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 11 0 1 29 1 0 0 0 0 1 1 0 0 0 X 57 57 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X The Organization 2053242100 505 20th Street North Suite 200 Birmingham AL 35203 Alex Dudchock Trustee 1.00 X 0 0 0 Arthur Tipton Director & Trustee 1.00 X 0 0 0 Bill Morton Director & Trustee 1.00 X 0 0 0 Bobbie Knight Director & Trustee 1.00 X 0 0 0 Craft O'Neal Director & Trustee 1.00 X 0 0 0 Dawn Sharff Director & Trustee 1.00 X 0 0 0 Don Logan Director & Trustee 1.00 X 0 0 0 Ed Aldag Director & Trustee 1.00 X 0 0 0 Ed Christian Director & Trustee 1.00 X 0 0 0 Edward Ned Rand Jr Director & Trustee 1.00 X 0 0 0 Frank Brocato Director & Trustee 1.00 X 0 0 0 Gregory Curran Vice Chair of Public Polic 1.00 X X 0 0 0 Hatton Smith Director & Trustee 1.00 X 0 0 0 Herschell Hamilton Director & Trustee 1.00 X 0 0 0 Hon Steve Ammons Director & Trustee 1.00 X 0 0 0 Jabo Waggoner Director & Trustee 1.00 X 0 0 0 Jesse Lewis Director & Trustee 1.00 X 0 0 0 Jim Gorrie Immediate Past Chairman of 1.00 X X 0 0 0 Jimmie Stephens Director & Trustee 1.00 X 0 0 0 Joe Hampton Vice Chair of Economic Dev 1.00 X X 0 0 0 Joel McMahon Director & Trustee 1.00 X 0 0 0 John Sherman Director & Trustee 1.00 X 0 0 0 John Turner Director & Trustee 1.00 X 0 0 0 Kelly Caruso Director & Trustee 1.00 X 0 0 0 Lee Smith Director & Trustee 1.00 X 0 0 0 Lee Styslinger Director & Trustee 1.00 X 0 0 0 Leigh Collier Director & Trustee 1.00 X 0 0 0 Mark Crosswhite Director & Trustee 1.00 X 0 0 0 Mark Tarr Chairman of the Board - El 1.00 X X 0 0 0 Matthew Dent Director & Trustee 1.00 X 0 0 0 Michael Goebel Director & Trustee 1.00 X 0 0 0 Michael Thompson Director & Trustee 1.00 X 0 0 0 Nancy Goedecke Director & Trustee 1.00 X 0 0 0 Nathaniel Drummond Director & Trustee 1.00 X 0 0 0 Nelson Bean Vice Chair of Finance 1.00 X X 0 0 0 Nick Willis Director & Trustee 1.00 X 0 0 0 Phillip McWane Director & Trustee 1.00 X 0 0 0 Randall Woodfin Director & Trustee 1.00 X 0 0 0 Ray Watts Director & Trustee 1.00 X 0 0 0 Raymond Harbert Director & Trustee 1.00 X 0 0 0 Rich Bielen Director & Trustee 1.00 X 0 0 0 Rob Burton Director & Trustee 1.00 X 0 0 0 Sanjay Singh Vice Chair of Workforce De 1.00 X X 0 0 0 Stan Blanton Director & Trustee 1.00 X 0 0 0 J Thomas Hill Director & Trustee 1.00 X 0 0 0 Tim Vines Director & Trustee 1.00 X 0 0 0 Todd Carlisle Director & Trustee 1.00 X 0 0 0 Wayne Hutchens Director & Trustee 1.00 X 0 0 0 Andrew Westmoreland Trustee 1.00 X 0 0 0 Brian Heslop Trustee 1.00 X 0 0 0 Bruce Limbaugh Trustee 1.00 X 0 0 0 Burton McDonald Trustee 1.00 X 0 0 0 Chad Scroggins Director & Trustee 1.00 X 0 0 0 Chris Green Trustee 1.00 X 0 0 0 Craig S Beatty Trustee 1.00 X 0 0 0 D Bruce Irwin Trustee 1.00 X 0 0 0 Daniel Coleman Trustee 1.00 X 0 0 0 Daniel Pahos Trustee 1.00 X 0 0 0 Daniel Parker Trustee 1.00 X 0 0 0 Danny McKinney Trustee 1.00 X 0 0 0 Drew Mason Trustee 1.00 X 0 0 0 Grant Haines Trustee 1.00 X 0 0 0 Jammie Cowden Trustee 1.00 X 0 0 0 Janell Ahnert Trustee 1.00 X 0 0 0 Jarred Garmon Trustee 1.00 X 0 0 0 Jason Alexander Trustee 1.00 X 0 0 0 John Hackett Trustee 1.00 X 0 0 0 John Lee Trustee 1.00 X 0 0 0 John Oros Trustee 1.00 X 0 0 0 John H Roberts Trustee 1.00 X 0 0 0 John W Stewart III Trustee 1.00 X 0 0 0 Justin Tanner Trustee 1.00 X 0 0 0 Keith A Brown Trustee 1.00 X 0 0 0 Michael Johnson Trustee 1.00 X 0 0 0 Mike Warren Trustee 1.00 X 0 0 0 Milton Davis Trustee 1.00 X 0 0 0 Patrick Henry Trustee 1.00 X 0 0 0 Perry W Ward Trustee 1.00 X 0 0 0 Randall W Jordan Trustee 1.00 X 0 0 0 Randy Breaux Trustee 1.00 X 0 0 0 Robert A Simon Trustee 1.00 X 0 0 0 Robert L Smith Trustee 1.00 X 0 0 0 Ron Kitchens President and CEO 40.00 X X 402565 0 27058 Ronald Mathieu Trustee 1.00 X 0 0 0 Scott L Berte Trustee 1.00 X 0 0 0 Selena Rodgers Dickerson Trustee 1.00 X 0 0 0 Thomas Brigham Trustee 1.00 X 0 0 0 Thomas E Sisson Trustee 1.00 X 0 0 0 Todd Engelhardt Trustee 1.00 X 0 0 0 Will Ferniany Director & Trustee 1.00 X 0 0 0 Will French Director & Trustee 1.00 X 0 0 0 William A Bowron Director & Trustee 1.00 X 0 0 0 Bingham D Edwards Jr Secretary 1.00 X X 0 0 0 Fred J McCallum Interim President & CEO 40.00 X X 7875 0 394 Myla Calhoun Director & Trustee 1.00 X 0 0 0 Michael Gaines Director & Trustee 1.00 X 0 0 0 Brian Hamilton Director & Trustee 1.00 X 0 0 0 Drew Honeycutt Director & Trustee 1.00 X 0 0 0 Mike Kemp Director & Trustee 1.00 X 0 0 0 Tricia Wallwork Director & Trustee 1.00 X 0 0 0 Charles Ball Trustee 1.00 X 0 0 0 Brooke Battle Trustee 1.00 X 0 0 0 Greg Barker Trustee 1.00 X 0 0 0 John G Beard Trustee 1.00 X 0 0 0 Elwyn Bearden Trustee 1.00 X 0 0 0 Jerry Bishop Trustee 1.00 X 0 0 0 Josh Carpenter Trustee 1.00 X 0 0 0 John Coleman Trustee 1.00 X 0 0 0 William Connor Trustee 1.00 X 0 0 0 Bob Dickerson Trustee 1.00 X 0 0 0 Mary Elliot Trustee 1.00 X 0 0 0 David Flemming Trustee 1.00 X 0 0 0 Jonathan Geisen Trustee 1.00 X 0 0 0 David K Germany Trustee 1.00 X 0 0 0 Deon Gordon Trustee 1.00 X 0 0 0 Gene Hallman Trustee 1.00 X 0 0 0 John Hilliard Trustee 1.00 X 0 0 0 Sammy Holdsambeck Trustee 1.00 X 0 0 0 Jim Johnston Trustee 1.00 X 0 0 0 Dennis Lathem Trustee 1.00 X 0 0 0 Paul Manning Trustee 1.00 X 0 0 0 Edgar B Marx Trustee 1.00 X 0 0 0 Craig Mason Trustee 1.00 X 0 0 0 Richard Murray Trustee 1.00 X 0 0 0 Kathy Nugent Trustee 1.00 X 0 0 0 Shegun Orulana Trustee 1.00 X 0 0 0 John Owen Trustee 1.00 X 0 0 0 William Parker Trustee 1.00 X 0 0 0 Joseph Parnell Trustee 1.00 X 0 0 0 Alan Register Trustee 1.00 X 0 0 0 Gary Richardson Trustee 1.00 X 0 0 0 Paul Rogers Trustee 1.00 X 0 0 0 Greg Sankey Trustee 1.00 X 0 0 0 Doug Schneider Trustee 1.00 X 0 0 0 David Sher Trustee 1.00 X 0 0 0 Andrea Smith Trustee 1.00 X 0 0 0 Bill Smith Trustee 1.00 X 0 0 0 Deborah Alley Smith Trustee 1.00 X 0 0 0 Zeke Smith Trustee 1.00 X 0 0 0 Jeff Uphues Trustee 1.00 X 0 0 0 Fernando Valentin Trustee 1.00 X 0 0 0 Joel Welker Trustee 1.00 X 0 0 0 Neill Wright Trustee 1.00 X 0 0 0 Jefferson Neil Traywick HCE 40.00 X 124181 0 29419 Jonathan N Nugent HCE 40.00 X 173482 0 4210 Mark S Brown HCE 40.00 X 132582 0 30276 Nanette T Baldwin HCE 40.00 X 120378 0 19837 Victor M Brown HCE 40.00 X 131285 0 23438 Emily L Jerkins HCE 40.00 X 116852 0 13765 James Carpenter HCE 40.00 X 0 171847 25883 Lauren B Cooper HCE 40.00 X 107336 0 26128 1316536 171847 200408 8 0 1 0 0 253798 785038 3678295 4717131 Economic Development 900099 28546 28546 Chamber & Public Polic 900099 344 344 28890 87938 87938 740428 547743 192685 192685 192685 5026644 28890 0 280623 409312 409312 1863195 1248651 614544 232941 42193 190748 154020 101919 52101 187091 95961 91130 8730 8730 4137 4137 106106 106106 60200 60200 11227 11227 179097 98270 80827 41619 9158 32461 190148 119874 70274 332506 209004 123502 83485 45798 37687 4147 15 4132 8289 5210 3079 24853 15622 9231 Seminars and Events 155663 85546 70117 Miscellaneous 121783 37208 84575 Grant Expense - Brandin 119827 119678 149 Telephone and Internet 32271 6525 25746 75742 47333 28409 4406389 2356895 2049494 0 0 1068074 584385 99657 0 34000 359252 352958 14583 6294 2206490 2197104 0 6110 2805458 3411239 8980 134389 45000 32000 152077 156310 81795 0 287852 322699 X 2517606 3088540 2517606 3088540 2805458 3411239 620255 -49321 0 X X 0 1 X 1 0 0 0 1 3532923 60200 -3888115 -3827915 353292 -4181207 359252 352958 6294 6294 4966096 -49321 -49321 5015417 11227 11227 5026644 4395162 0 4395162 11227 11227 4406389 X X X X 0 0 0 Ron Kitchens President and CEO 402565 0 0 0 0 0 14500 0 12558 0 429623 0 0 0 James Carpenter HCE 0 171847 0 0 0 0 0 8750 0 17133 0 197730 0 0 Jonathan N Nugent HCE 173482 0 0 0 0 0 4210 0 0 0 177692 0 0 0 Mark S Brown HCE 132582 0 0 0 0 0 6956 0 23320 0 162858 0 0 0 Victor M Brown HCE 131285 0 0 0 0 0 6829 0 16609 0 154723 0 0 0 Jefferson Neil Traywick HCE 124181 0 0 0 0 0 6515 0 22904 0 153600 0 0 0 Prosper Related Organization 5804 Due from Prosper. 0 Employee Employee of the Alliance 306 Due from employee. 0 Form 990, Part VI, Section B, line 11b Upon completion of the Organization's Form 990, the return is reviewed by the CFO for accuracy and completeness. The return is made available to any board member that wishes to review and they are free to ask any questions or engage in discussion regarding any topic in the return. Once the CFO has reviewed and approved the Form 990, the return is filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is reviewed annually by senior staff and the CEO and is modified as warranted by vote of the Executive Committee and Board of Directors. Form 990, Part VI, Section B, line 15 The management team of the Organization meets together to create and recommend a budget for the upcoming year. Included in this proposed budget are compensation recommendations for the entire staff. These recommendations have been reviewed and approved by the President, after individual discussions with the Sr. Vice Presidents and annual employee evaluations. The detailed list of employee salaries is presented to the Chairman and the Treasurer for their review, input and approval. The entire budget is presented for approval to the Executive Committee and the Board of Directors. During this presentation, salaries are shown as a line item in total and not shown by individual. The incoming and outgoing Chairman review annually and set the compensation for the President. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are made available to the public upon request. Form 990, Part XII, Line 1: The Organization's financial statements were prepared on the modified cash basis of accounting, which is a comprehensive basis of accounting other than generally accepted accounting principles. Under that basis, certain revenues and the related assets are recognized when paid rather than when earned, and certain expenses are recognized when paid rather than when the obligation is incurred. The financial statements deviate from the cash basis of accounting in that investments are recorded at fair value, property and equipment are recorded and depreciated over their useful lives and deferred revenue is recorded for sponsorships received in advance of the year in which they are due. Form 990, Part XII, Line 2c: The Organization engages an independent CPA firm to audit its financial statements on an annual basis. Birmingham Business Alliance Foundation 505 20th Street North Suite 200 Birmingham AL 35203 570892546 To promote business and commerce in Birmingham, Alabama AL 501(c)(3) Line 10 N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Birmingham Business Alliance Foundation C 253798 Cash Value Received