Nonprofit · EIN 63-0816873
JOSEPH S BRUNO EDUCATIONAL FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $2,353,418 | $2,750,466 | -$397,048 | $6,610,829 | $723,929 | $5,886,900 |
| August 31, 2024 | 990 | $1,978,999 | $2,407,764 | -$428,765 | $6,888,639 | $604,691 | $6,283,948 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $38,918
- Program service revenue
- $1,831,777
- Investment income
- $434,546
- Net rental income
- $48,177
- Net gain from sales of assets
- $300,009
- Other revenue
- $48,177
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,618,895
- Salaries, compensation and benefits (total)
- $1,759,779
- Professional fundraising fees
- $0
- Accounting fees
- $15,766
- Occupancy
- $279,123
- Depreciation
- $234,911
- Program services (functional)
- $2,615,800
- Management and general (functional)
- $134,666
Balance sheet and other
- Total assets, start of year
- $6,888,639
- Total assets, end of year
- $6,610,829
- Total liabilities, end of year
- $723,929
- Net assets, end of year
- $5,886,900
- Land, buildings and equipment
- $2,062,692
- Publicly traded securities
- $4,281,054
- Gross receipts
- $3,358,566
- Employees
- 43
- Volunteers
- 0
- Year formed
- 1982
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT SPRAIN JR | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| KATHERINE B SPRAIN | PRESIDENT Trustee or director, Officer | 10 | $0 |
| WILLIAM BELSER | DIRECTOR Trustee or director | 1 | $0 |
| JAY WATERS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT SPRAIN JR | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| KATHERINE B SPRAIN | PRESIDENT Trustee or director, Officer | 10 | $0 |
| HINA PATEL | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM BELSER | DIRECTOR Trustee or director | 1 | $0 |
| JAY WATERS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5509 TIMBER HILL RD, BIRMINGHAM, AL 35242-3533
- In care of
- % SMALL BUSINESS DEPT
- Principal officer (990 for 2024)
- ROBERT SPRAIN JR, 5509 TIMBERHILL ROAD, BIRMINGHAM, AL 35242
- Signed the 990
- ROBERT SPRAIN JR, SECRETARY/TREASURER
- Phone
- (205) 991-6809
- Website
- WWW.JBMA.ORG
- Return prepared by
- CRI ADVISORS LLC
Mission
AT BRUNO MONTESSORI ACADEMY, WE ENCOURAGE OUR STUDENTS TO DEVELOP INDEPENDENCE, RESPONSIBILITY, RESOURCEFULNESS, AND ORGANIZATIONAL SKILLS WHILE ENJOYING THE TOTAL LEARNING EXPERIENCE.
Program accomplishments
- JOSEPH S. BRUNO MONTESSORI ACADEMY PROVIDES A LEARNING ENVIRONMENT FOR CHILDREN 22 MONTHS OF AGE THROUGH THE EIGHTH GRADE.Expenses $2,615,800 · revenue $1,831,777
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 63-0816873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B210)
- Assets (IRS master file)
- $6,610,829
- Income (IRS master file)
- $3,358,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $2,353,418 | $2,750,466 | $6,610,829 | XML |
| 990 | August 2024 | $1,978,999 | $2,407,764 | $6,888,639 | XML |
| 990 | August 2023 | $2,893,975 | $2,267,848 | $7,375,401 | IRS |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | 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 63-0816873).
Questions about JOSEPH S BRUNO EDUCATIONAL FOUNDATION
- What is the EIN of JOSEPH S BRUNO EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of JOSEPH S BRUNO EDUCATIONAL FOUNDATION is 63-0816873.
- Is JOSEPH S BRUNO EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to JOSEPH S BRUNO EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOSEPH S BRUNO EDUCATIONAL FOUNDATION 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 JOSEPH S BRUNO EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH S BRUNO EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of JOSEPH S BRUNO EDUCATIONAL FOUNDATION?
- The 990 for the year ended August 31, 2025 names ROBERT SPRAIN JR.
- Who are the officers and directors of JOSEPH S BRUNO EDUCATIONAL FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOSEPH S BRUNO EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $2,353,418, expenses of $2,750,466 and total assets of $6,610,829 at year end.
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