2016-08-08T18:23:17-05:00 2015-12-31 630590670 Kassouf & Co PC 2208 University Boulevard Birmingham AL 352332393 990 2015-01-01 264629738 Birmingham Business Alliance BIRM 2053242100 505 20th Street North No 200 Birmingham AL 35203 John Cook VP of Finance 2053242100 2016-08-01 1 David P Kassouf P00047363 2054432500 2015 2016-12-15 16:53:06Z Brian Hilson 505 20th Street North No 200 Birmingham AL 35203 4916264 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. 124 124 28 1500 0 0 3884844 3856096 302172 295997 118853 150023 99551 38228 4405420 4340344 0 0 0 0 3039854 2927407 0 0 0 1377147 1222959 4417001 4150366 -11581 189978 2630832 2299257 475924 132409 2154908 2166848 The organization is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region. 0 0 The Birmingham Business Alliance is a dynamic advocate, unifying voice and constant catalyst for economic development and business prosperity for the Greater Birmingham Region. The Birmingham Business Alliance takes a leadership role in promoting the region's economic development and business prosperity through four key initiatives: creating a unified forum for business and community leaders; capitalizing on the Region's strengths to unleash its potential; implementing an aggressive program for economic development; cultivating a 21st century workforce. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 20 0 1 28 1 0 0 0 0 1 1 0 X 124 124 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X John Cook 2053242100 505 20th Street North Suite 200 Birmingham AL 35203 Leroy Abrahams Director 1.00 X 0 0 0 Charles Ash Director 1.00 X 0 0 0 Johnathan Austin Director 1.00 X 0 0 0 Charles Ball Jr Director 1.00 X 0 0 0 Jeffrey A Bayer Director 1.00 X 0 0 0 Nelson S Bean Director 1.00 X 0 0 0 John G Beard Director 1.00 X 0 0 0 William A Bell Director 1.00 X 0 0 0 Neal Berte Director 1.00 X 0 0 0 William A Bowron Jr Director 1.00 X 0 0 0 David Bowsher Director 1.00 X 0 0 0 Tim Breen Director 1.00 X 0 0 0 Thomas Brigham Director 1.00 X 0 0 0 Brian Bucher Director 1.00 X 0 0 0 Robert O Burton Director 1.00 X 0 0 0 Allen Caton Director 1.00 X 0 0 0 Leigh Collier Director 1.00 X 0 0 0 Ralph D Cook Director 1.00 X 0 0 0 John H Cooper Director 1.00 X 0 0 0 Mark A Crosswhite Director 1.00 X 0 0 0 Fox deFuniak III Director 1.00 X 0 0 0 Al Denson Director 1.00 X 0 0 0 David Dickson Director 1.00 X 0 0 0 Walton C Doster Director 1.00 X 0 0 0 Felix M Drennen III Director 1.00 X 0 0 0 Mark Drew Director 1.00 X 0 0 0 Garry Neil Drummond Director 1.00 X 0 0 0 Alex Edgeworth Director 1.00 X 0 0 0 David Fleming Director 1.00 X 0 0 0 Ann D Florie Director 1.00 X 0 0 0 George T French Jr Director 1.00 X 0 0 0 Will French Director 1.00 X 0 0 0 Jonathan Geisen Director 1.00 X 0 0 0 David K Germany Director 1.00 X 0 0 0 Nancy C Goedecke Director 1.00 X 0 0 0 M James Gorrie Director 1.00 X 0 0 0 Keith Granger Director 1.00 X 0 0 0 Jerry Grant Director 1.00 X 0 0 0 Chris Green Director 1.00 X 0 0 0 Steve Greenwalt Director 1.00 X 0 0 0 John B Beau Grenier Director 1.00 X 0 0 0 Michael Grim Director 1.00 X 0 0 0 Jay Grinney Director 1.00 X 0 0 0 O B Grayson Hall Jr Director 1.00 X 0 0 0 Gene Hallman Director 1.00 X 0 0 0 Herschell L Hamilton Director 1.00 X 0 0 0 Raymond J Harbert Director 1.00 X 0 0 0 Jason Hoff Director 1.00 X 0 0 0 Scott Horne Director 1.00 X 0 0 0 Bill Horton Director 1.00 X 0 0 0 Gary Ivey Director 1.00 X 0 0 0 Donald M James Director 1.00 X 0 0 0 John D Johns Director 1.00 X 0 0 0 Randall W Jordan Director 1.00 X 0 0 0 Terry Kellogg Director 1.00 X 0 0 0 James Kelly Director 1.00 X 0 0 0 Sandy Killion Director 1.00 X 0 0 0 Barbara J Knight Director 1.00 X 0 0 0 Charles C Krulak Director 1.00 X 0 0 0 Dennis Lathem Director 1.00 X 0 0 0 James C Lee III Director 1.00 X 0 0 0 Jesse J Lewis Sr Director 1.00 X 0 0 0 Timothy A Lewis Director 1.00 X 0 0 0 Bruce Limbaugh Director 1.00 X 0 0 0 Don Logan Director 1.00 X 0 0 0 Jim Lowery Director 1.00 X 0 0 0 Marcus Lundy Director 1.00 X 0 0 0 David Luoma Director 1.00 X 0 0 0 Billy Luster Director 1.00 X 0 0 0 Paul Manning Director 1.00 X 0 0 0 Edgar B Marx Director 1.00 X 0 0 0 Keri Till Massey Director 1.00 X 0 0 0 Fred McCallum Director 1.00 X 0 0 0 John J McMahon Jr Director 1.00 X 0 0 0 James T McManus II Director 1.00 X 0 0 0 C Phillip McWane Director 1.00 X 0 0 0 Charles M Miller Jr Director 1.00 X 0 0 0 Bill Morton Director 1.00 X 0 0 0 Claude B Nielsen Director 1.00 X 0 0 0 Henry Craft ONeal Director 1.00 X 0 0 0 Mike Oatridge Director 1.00 X 0 0 0 Daniel Pahos Director 1.00 X 0 0 0 Harlan Parrish Director 1.00 X 0 0 0 Keith Parrott Director 1.00 X 0 0 0 Nyya Parson-Hudson Director 1.00 X 0 0 0 Charles K Porter Director 1.00 X 0 0 0 Hernan Prado Director 1.00 X 0 0 0 David Proctor Director 1.00 X 0 0 0 William D Ritter Director 1.00 X 0 0 0 David Roberson Director 1.00 X 0 0 0 John H Roberts Director 1.00 X 0 0 0 Alan T Rogers Director 1.00 X 0 0 0 Brad Sandidge Director 1.00 X 0 0 0 Matt Sharp Director 1.00 X 0 0 0 Rick Shepherd Director 1.00 X 0 0 0 David Sher Director 1.00 X 0 0 0 Robert A Simon Director 1.00 X 0 0 0 Sanjay Singh Director 1.00 X 0 0 0 Thomas Sisson Director 1.00 X 0 0 0 Suzanne Sitherwood Director 1.00 X 0 0 0 Deborah Alley Smith Director 1.00 X 0 0 0 Hatton CV Smith Director 1.00 X 0 0 0 Lee Smith Jr Director 1.00 X 0 0 0 Zeke Smith Director 1.00 X 0 0 0 James Smither Director 1.00 X 0 0 0 Steve Spencer Director 1.00 X 0 0 0 W Stancil Starnes Director 1.00 X 0 0 0 James A Stephens Director 1.00 X 0 0 0 John Stewart Director 1.00 X 0 0 0 Lee J Styslinger III Director 1.00 X 0 0 0 Michael D Thompson Director 1.00 X 0 0 0 W Lee Thuston Director 1.00 X 0 0 0 T Charles Tickle Director 1.00 X 0 0 0 Mac Underwood Director 1.00 X 0 0 0 Jos Antonio Valencia Director 1.00 X 0 0 0 Fernando Valentin Director 1.00 X 0 0 0 Paul E Vercher Director 1.00 X 0 0 0 JT Jabo Waggoner Director 1.00 X 0 0 0 Perry W Ward Director 1.00 X 0 0 0 W Michael Warren Jr Director 1.00 X 0 0 0 Ray L Watts Director 1.00 X 0 0 0 Joel Welker Director 1.00 X 0 0 0 Andrew Westmoreland Director 1.00 X 0 0 0 Donta L Wilson Director 1.00 X 0 0 0 Eddie Allen Trustee 1.00 X 0 0 0 Spencer Atkins Trustee 1.00 X 0 0 0 Jeffrey A Bayer Trustee 1.00 X 0 0 0 Craig S Beatty Trustee 1.00 X 0 0 0 John Bentley Trustee 1.00 X 0 0 0 Scott Berte Trustee 1.00 X 0 0 0 Gordon Blair Trustee 1.00 X 0 0 0 James A Bottom Trustee 1.00 X 0 0 0 Steve Briggs Trustee 1.00 X 0 0 0 Stephen E Brown Trustee 1.00 X 0 0 0 Keith Brown Trustee 1.00 X 0 0 0 Bennie Capps Trustee 1.00 X 0 0 0 Donald E Capps Trustee 1.00 X 0 0 0 Al Cason Trustee 1.00 X 0 0 0 Forrest Cook Trustee 1.00 X 0 0 0 James L Cooper Trustee 1.00 X 0 0 0 Tony Cooper Trustee 1.00 X 0 0 0 Thomas N Cordell Trustee 1.00 X 0 0 0 Phillip Corley Trustee 1.00 X 0 0 0 Terry Crane Trustee 1.00 X 0 0 0 Richard Davis Trustee 1.00 X 0 0 0 Bruce S Denson Sr Trustee 1.00 X 0 0 0 Edmund Doss Trustee 1.00 X 0 0 0 Walton Doster Trustee 1.00 X 0 0 0 Lee Edwards Trustee 1.00 X 0 0 0 Leon W Edwards Jr Trustee 1.00 X 0 0 0 Will Ferniany Trustee 1.00 X 0 0 0 Don Fleming Trustee 1.00 X 0 0 0 Laird Foret Trustee 1.00 X 0 0 0 Lamar Forsyth Trustee 1.00 X 0 0 0 Collin R Gaston Trustee 1.00 X 0 0 0 Gary M Glasscock Trustee 1.00 X 0 0 0 David Gray Trustee 1.00 X 0 0 0 Chris Green Trustee 1.00 X 0 0 0 Robin Greenlee Trustee 1.00 X 0 0 0 Troy C Haas Trustee 1.00 X 0 0 0 Bart Hall Trustee 1.00 X 0 0 0 Gene Hallman Trustee 1.00 X 0 0 0 Neil Hibbert Trustee 1.00 X 0 0 0 Thomas Hoffman Trustee 1.00 X 0 0 0 Stan Hogeland Trustee 1.00 X 0 0 0 Elam P Holley Jr Trustee 1.00 X 0 0 0 Davies Hood Trustee 1.00 X 0 0 0 John Hornsby Trustee 1.00 X 0 0 0 Virginia L Houserman Trustee 1.00 X 0 0 0 W Paul Huckeba Trustee 1.00 X 0 0 0 D Bruce Irwin MD Trustee 1.00 X 0 0 0 Scott Jenkins Trustee 1.00 X 0 0 0 Quinnie Jenkins-Rice Trustee 1.00 X 0 0 0 James Milton Johnson Trustee 1.00 X 0 0 0 Darryl R Jones Trustee 1.00 X 0 0 0 T M Jones Trustee 1.00 X 0 0 0 Reid Jones Trustee 1.00 X 0 0 0 Randall W Jordan Trustee 1.00 X 0 0 0 Wayne W Killion Jr Trustee 1.00 X 0 0 0 Sandy Killion Trustee 1.00 X 0 0 0 Henry L King Trustee 1.00 X 0 0 0 J Fred Kingren Trustee 1.00 X 0 0 0 Bob S Kyle Trustee 1.00 X 0 0 0 Bruce Larson Trustee 1.00 X 0 0 0 Stan Law Trustee 1.00 X 0 0 0 Edward F Leonard III Trustee 1.00 X 0 0 0 Jesse J Lewis Sr Trustee 1.00 X 0 0 0 Don Logan Trustee 1.00 X 0 0 0 John Lovoy Trustee 1.00 X 0 0 0 Harry M Lynch Trustee 1.00 X 0 0 0 David Majors Trustee 1.00 X 0 0 0 Jeremy Martin Trustee 1.00 X 0 0 0 David Mathews Trustee 1.00 X 0 0 0 Lesley A McClure Trustee 1.00 X 0 0 0 Dorothy McDaniel Trustee 1.00 X 0 0 0 Thomas S McGahey Trustee 1.00 X 0 0 0 Joe McGee Trustee 1.00 X 0 0 0 Joel McMahon Trustee 1.00 X 0 0 0 Michael McSweeney Trustee 1.00 X 0 0 0 Mark Meadows Trustee 1.00 X 0 0 0 William A Meehan Trustee 1.00 X 0 0 0 Bud Miller Trustee 1.00 X 0 0 0 Mike Mirov Trustee 1.00 X 0 0 0 John R Montgomery Trustee 1.00 X 0 0 0 Ralph P Moore Trustee 1.00 X 0 0 0 Teri Mullaney Trustee 1.00 X 0 0 0 Barbara Murdock Trustee 1.00 X 0 0 0 Richard Murray IV Trustee 1.00 X 0 0 0 S Earl Niven Trustee 1.00 X 0 0 0 Ralph Parrish Trustee 1.00 X 0 0 0 Richard Pizitz Jr Trustee 1.00 X 0 0 0 Craig Pouncey Trustee 1.00 X 0 0 0 Wilmer F Poynor IV Trustee 1.00 X 0 0 0 Taylor Pursell Trustee 1.00 X 0 0 0 Stuart Raburn Trustee 1.00 X 0 0 0 Joan Ragsdale Trustee 1.00 X 0 0 0 William T Ratliff III Trustee 1.00 X 0 0 0 Stu Reed Trustee 1.00 X 0 0 0 Charles Regan Trustee 1.00 X 0 0 0 Richard Riley Trustee 1.00 X 0 0 0 Jill Riley Trustee 1.00 X 0 0 0 Robbie Robertson Trustee 1.00 X 0 0 0 Brad Rollow Trustee 1.00 X 0 0 0 Antonio Sankey Trustee 1.00 X 0 0 0 Michael Schilleci Trustee 1.00 X 0 0 0 Erik Schrader Trustee 1.00 X 0 0 0 David Senseman Trustee 1.00 X 0 0 0 John Shank Trustee 1.00 X 0 0 0 Robert A Simon Trustee 1.00 X 0 0 0 Joseph D Smith Trustee 1.00 X 0 0 0 Bill Smith Trustee 1.00 X 0 0 0 Lori Snodgrass Trustee 1.00 X 0 0 0 Kim Speights Trustee 1.00 X 0 0 0 Keith Starnes AIA Trustee 1.00 X 0 0 0 Dara Steele Trustee 1.00 X 0 0 0 John Stewart Trustee 1.00 X 0 0 0 Merrill Stewart Jr Trustee 1.00 X 0 0 0 John W Stewart III Trustee 1.00 X 0 0 0 Bunny Stokes Trustee 1.00 X 0 0 0 Dan Stracener Trustee 1.00 X 0 0 0 Sandy Syx Trustee 1.00 X 0 0 0 Andrea L Taylor Trustee 1.00 X 0 0 0 Brad Tinney Trustee 1.00 X 0 0 0 Arthur J Tipton PhD Trustee 1.00 X 0 0 0 Chris Travis Trustee 1.00 X 0 0 0 Bayard S Tynes Jr Trustee 1.00 X 0 0 0 Marc B Tyson Trustee 1.00 X 0 0 0 Rob Wade III Trustee 1.00 X 0 0 0 Rob Walker Trustee 1.00 X 0 0 0 Perry W Ward Trustee 1.00 X 0 0 0 Wayne Watkins Trustee 1.00 X 0 0 0 Jennifer Whisenant Trustee 1.00 X 0 0 0 Bobby White Trustee 1.00 X 0 0 0 Charles Williams II Trustee 1.00 X 0 0 0 Howard C Wise Trustee 1.00 X 0 0 0 Cathy Wright Trustee 1.00 X 0 0 0 Alberto C Zaragoza Jr Trustee 1.00 X 0 0 0 Brian Hilson President 40.00 X 375238 0 40675 Myla Calhoun SR VP - Regional Developme 40.00 X 169452 0 24000 David Rickey SR VP - Communications 40.00 X 163442 0 7797 Richard Davis SR VP - Economic Developme 40.00 X 162530 0 8870 John Cook VP - Finance 40.00 X 135865 0 24000 Loren Traylor VP - Investor Relations 40.00 X 106069 0 12060 1112596 0 117402 8 0 1 0 0 3856096 3856096 Sponsorship income 900099 149068 149068 Restricted fund income 900099 146929 146929 295997 52642 52642 36178 36178 673301 575920 97381 97381 97381 Miscellaneous income 900099 2050 2050 2050 4340344 334225 0 150023 375238 2043048 185258 170448 153415 51000 5481 12250 48000 10544 53689 93565 87569 213935 103362 31433 21567 Restricted fund expense 301233 Dues and subscriptions 108201 Parking 31339 Catering 20914 28877 4150366 416211 196905 545799 421447 152714 124352 2061907 1978000 2630832 2299257 924 1003 475000 131406 475924 132409 X 2154908 2166848 2154908 2166848 2630832 2299257 189978 -178038 0 X X 0 1 X 1 0 0 0 1 3856096 48000 -2065050 -2017050 385610 -2402660 545799 421447 124352 124352 X 4162305 -178039 -178039 4340344 0 4340344 4150366 0 4150366 0 4150366 Part X, Line 2: Tax positions are initially recognized in the financial statements when it is more likely than not that the position will be sustained upon examination by the tax authorities. The Organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements as of December 31, 2015 and 2014, based on an assessment of many factors including experience and interpretations of tax laws applied to the facts of each matter for all open tax years (after 2012 for federal and state). X 1 1 X X X X 0 0 0 Brian Hilson President 375238 0 0 0 0 0 0 0 3013 0 378251 0 0 0 Myla Calhoun SR VP - Regional Developme 169452 0 0 0 0 0 0 0 5305 0 174757 0 0 0 David Rickey SR VP - Communications 163442 0 0 0 0 0 0 0 1547 0 164989 0 0 0 Richard Davis SR VP - Economic Developme 162530 0 0 0 0 0 0 0 5989 0 168519 0 0 0 Form 990, Part VI, Section B, line 11 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 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0