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Franklin Ovid Birmingham Trust 2

  • Wylie, TX
  • Tax-exempt since Feb. 1988
  • EIN: 75-6363067

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$147k (2023)

Expenses
$196k (2023)

Total Assets
$3.92M (2023)

Total Liabilities
$235k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$147,271
Expenses
$196,117
Net Income
-$48,846
Net Assets
$3,689,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $122,648
83.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,617
1.8%
Net Fundraising $0
Sales of Assets $22,006
14.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,607
18.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,924,451
Total Liabilities $234,634
Net Assets $3,689,817
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $35,607 $156,345 $6,300
Bob Graf (Trustee) $0 $0 $0
Adam Leggett (Trustee) $0 $0 $0
Matthew Porter (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
Betty Lutz Black (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 6, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$303,346
Expenses
$204,294
Net Income
$99,052
Net Assets
$3,738,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $127,417
42.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$30,195
Net Fundraising $0
Sales of Assets $206,124
68.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,289
16.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,980,249
Total Liabilities $241,584
Net Assets $3,738,665
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $34,289 $150,559 $6,300
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Matthew Porter (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
Betty Lutz Black (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,532
Expenses
$201,580
Net Income
-$74,048
Net Assets
$3,639,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $78,642
61.7%
Bond Proceeds $0
Royalties $0
Rental Property Income -$13,238
Net Fundraising $0
Sales of Assets $62,128
48.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,023
16.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,889,196
Total Liabilities $249,582
Net Assets $3,639,614
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $33,023 $144,997 $6,300
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Matthew Porter (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
Betty Lutz Black (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,540
Expenses
$204,469
Net Income
$52,071
Net Assets
$3,713,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $128,551
50.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,237
1.3%
Net Fundraising $0
Sales of Assets $124,752
48.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,803
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,971,095
Total Liabilities $257,431
Net Assets $3,713,664
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $31,803 $139,641 $6,300
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Matthew Porter (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,953
Expenses
$199,032
Net Income
-$27,079
Net Assets
$3,661,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $132,889
77.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,485
2.6%
Net Fundraising $0
Sales of Assets $34,579
20.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,632
15.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,930,067
Total Liabilities $268,474
Net Assets $3,661,593
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $30,632 $134,500 $6,300
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 23, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,514
Expenses
$175,641
Net Income
-$14,127
Net Assets
$3,688,673
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $167,845
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income -$4,313
Net Fundraising $0
Sales of Assets -$2,018
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,112
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,735,791
Total Liabilities $47,118
Net Assets $3,688,673
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $30,112 $132,215 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 21, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,094
Expenses
$178,188
Net Income
$4,906
Net Assets
$3,706,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $133,866
73.1%
Bond Proceeds $0
Royalties $0
Rental Property Income -$15,842
Net Fundraising $0
Sales of Assets $65,070
35.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,297
17.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,758,201
Total Liabilities $51,506
Net Assets $3,706,695
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $31,297 $137,422 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 29, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,208
Expenses
$156,650
Net Income
$107,558
Net Assets
$3,701,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $117,297
44.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,237
4.3%
Net Fundraising $0
Sales of Assets $135,674
51.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,380
17.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,759,650
Total Liabilities $57,862
Net Assets $3,701,788
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $27,380 $120,220 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 2, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,667
Expenses
$208,540
Net Income
-$108,873
Net Assets
$4,609,529
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $120,380
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income -$2,396
Net Fundraising $0
Sales of Assets -$18,317
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,829
16.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,687,291
Total Liabilities $77,762
Net Assets $4,609,529
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $33,829 $108,371 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 27, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$251,827
Expenses
$317,041
Net Income
-$65,214
Net Assets
$4,718,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $117,574
46.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,326
5.3%
Net Fundraising $0
Sales of Assets $120,927
48.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,168
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,800,412
Total Liabilities $82,010
Net Assets $4,718,402
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $32,168 $103,048 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 23, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$386,136
Expenses
$93,413
Net Income
$292,723
Net Assets
$4,783,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $128,133
33.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $16,269
4.2%
Net Fundraising $0
Sales of Assets $241,734
62.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,478
32.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,866,911
Total Liabilities $83,298
Net Assets $4,783,613
Compensation
Key Employees and Officers Compensation Related Other
Jon Lewis (Executive Direc) $30,478 $97,634 $0
Bob Graf (Trustee) $0 $0 $0
Mary Davis (Trustee) $0 $0 $0
Kc Swayze (Trustee) $0 $0 $0
Eric Hogue (Chairman) $0 $0 $0
Ben Brown (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$486,461
Expenses
$168,875
Net Income
$317,586
Net Assets
$4,490,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $125,629
25.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,991
0.6%
Net Fundraising $0
Sales of Assets $357,841
73.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,238
17.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,576,572
Total Liabilities $85,684
Net Assets $4,490,888

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$173,814
Expenses
$132,883
Net Income
$40,931
Net Assets
$4,173,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $97,692
56.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $65,975
38.0%
Net Fundraising $0
Sales of Assets $10,147
5.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,453
22.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,478,105
Total Liabilities $304,801
Net Assets $4,173,304

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated