Nonprofit · EIN 63-1072587
MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $5,968,729 | $993,140 | $4,975,589 | $18,715,888 | $590,468 | $18,125,420 |
| May 31, 2024 | 990 | $936,775 | $911,853 | $24,922 | $12,950,081 | $587,851 | $12,362,230 |
| May 31, 2023 | 990 | -$391 | $29,114 | -$29,505 | $11,062,820 | $549,440 | $10,513,380 |
| April 30, 2023 | 990 | $760,400 | $792,526 | -$32,126 | $11,072,958 | $549,440 | $10,523,518 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $5,697,264
- Program service revenue
- $0
- Investment income
- $271,465
- Net gain from sales of assets
- $1,522
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $591,491
- Compensation of officers, directors and key employees
- $120,019
- Salaries, compensation and benefits (total)
- $129,024
- Professional fundraising fees
- $0
- Accounting fees
- $9,000
- Occupancy
- $132
- Depreciation
- $279
- Program services (functional)
- $591,491
- Management and general (functional)
- $222,266
- Fundraising (functional)
- $179,383
Balance sheet and other
- Total assets, start of year
- $12,950,081
- Total assets, end of year
- $18,715,888
- Total liabilities, end of year
- $590,468
- Net assets, end of year
- $18,125,420
- Land, buildings and equipment
- $1,114
- Publicly traded securities
- $14,393,064
- Net assets without donor restrictions
- $16,511,080
- Net assets with donor restrictions
- $1,614,340
- Gross receipts
- $7,096,538
- Employees
- 1
- Volunteers
- 130
- Year formed
- 1992
- 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 |
|---|---|---|---|
| Rachel Weingartner | Secretary and Employee Trustee or director, Officer | 40 | $117,708 |
| Key R Hudson | Past President Trustee or director, Officer | 0.5 | $0 |
| Kristin Ritter | President Trustee or director, Officer | 3 | $0 |
| Ensley Darnall | Development Chair Trustee or director, Officer | 1 | $0 |
| Hunter Craig | Investment Chair Trustee or director, Officer | 1 | $0 |
| Britt A Redden | Programs and Needs Chair Trustee or director, Officer | 0.5 | $0 |
| Glenn Estess Jr | General Counsel Trustee or director, Officer | 0.5 | $0 |
| Lee Alice Estes | Treasurer Trustee or director | 0.5 | $0 |
| Greg Butrus | Board Member Trustee or director | 0.1 | $0 |
| Will Davis | Board Member Trustee or director | 0.1 | $0 |
| Cheryl A Collat | Board Member Trustee or director | 0.1 | $0 |
| Faith Couvillon | Board Member Trustee or director | 0.1 | $0 |
| Katie Bee Marshall | Board Member Trustee or director | 1 | $0 |
| Morgan Cook | Board Member Trustee or director | 0.25 | $0 |
| Thames Schoenvogel | Board Member Trustee or director | 0.25 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leigh Louis | Board Member Trustee or director | 0.1 | $0 |
| Ginny Willings | Board Member Trustee or director | 0.1 | $0 |
| Diane Waud | Board Member Trustee or director | 0.1 | $0 |
| Eric Kelly | Board Member Trustee or director | 0.1 | $0 |
| Jeff Lloyd | Board Member Trustee or director | 0.25 | $0 |
| David E Malone | Board Member Trustee or director | 1 | $0 |
| John Miller | Board Member Trustee or director | 0.25 | $0 |
| Wally Nall III | Board Member Trustee or director | 0.1 | $0 |
| George C Pelekis | Board Member Trustee or director | 0.1 | $0 |
| Bragan Petrey | Board Member Trustee or director | 0.1 | $0 |
| Billy Pritchard | Board Member Trustee or director | 0.25 | $0 |
| Bill Rodrigues | Board Member Trustee or director | 0.1 | $0 |
| Barry A Staples | Board Member Trustee or director | 0.1 | $0 |
| Craig Stephens | Board Member Trustee or director | 0.1 | $0 |
| Dan Thomasson | Board Member Trustee or director | 0.25 | $0 |
| Bennett White | Vice President Trustee or director, Officer | 0.5 | $0 |
| Tara Davis | Board Member Trustee or director | 0.1 | $0 |
| Rhonda Hennessy | Board Member Trustee or director | 0.1 | $0 |
| Hallett Johnson | Board Member Trustee or director | 0.25 | $0 |
| Andy Robison | Board Member Trustee or director | 0.25 | $0 |
| Justin Weintraub | Board Member Trustee or director | 0.1 | $0 |
| Leigh Haver | Board Member Trustee or director | 0.25 | $0 |
990 for the year ended May 31, 2024: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel Weingartner | Secretary and Employee Trustee or director, Officer | 40 | $94,861 |
| Key R Hudson | Past President Trustee or director, Officer | 0.25 | $0 |
| Kristin Ritter | President Trustee or director, Officer | 5 | $0 |
| Morgan Cook | Development Chair Trustee or director, Officer | 1.5 | $0 |
| Hunter Craig | Investment Chair Trustee or director, Officer | 1.5 | $0 |
| Britt A Redden | Programs and Needs Chair Trustee or director, Officer | 1 | $0 |
| Glen Estess Jr | General Counsel Trustee or director, Officer | 1 | $0 |
| Lee Alice Estes | Treasurer Trustee or director | 1.5 | $0 |
| Greg Butrus | Board Member Trustee or director | 0.1 | $0 |
| Will Davis | Board Member Trustee or director | 0.1 | $0 |
| Cheryl A Collat | Board Member Trustee or director | 0.1 | $0 |
| Faith Couvillon | Board Member Trustee or director | 0.1 | $0 |
| Katie Bee Marshall | Board Member Trustee or director | 0.5 | $0 |
| Ensley Darnall | Board Member Trustee or director | 1 | $0 |
| Thames Schoenvogel | Board Member Trustee or director | 0.25 | $0 |
| Davis Goodson | Board Member Trustee or director | 0.1 | $0 |
| Joanna Hufham | Board Member Trustee or director | 0.25 | $0 |
| Diane Waud | Board Member Trustee or director | 0.1 | $0 |
| Eric Kelly | Board Member Trustee or director | 0.1 | $0 |
| Jeff Lloyd | Board Member Trustee or director | 0.25 | $0 |
| David E Malone | Board Member Trustee or director | 1.5 | $0 |
| John Miller | Board Member Trustee or director | 0.1 | $0 |
| Wally Nall III | Board Member Trustee or director | 0.25 | $0 |
| George C Pelekis | Board Member Trustee or director | 0.25 | $0 |
| Bragan Petrey | Board Member Trustee or director | 0.25 | $0 |
| Billy Pritchard | Board Member Trustee or director | 0.25 | $0 |
| Bill Rodrigues | Board Member Trustee or director | 0.25 | $0 |
| Barry A Staples | Board Member Trustee or director | 0.25 | $0 |
| Craig Stephens | Board Member Trustee or director | 0.25 | $0 |
| Dan Thomasson | Board Member Trustee or director | 0.1 | $0 |
| Bennett White | Vice President Trustee or director, Officer | 1 | $0 |
| Tara Davis | Board Member Trustee or director | 0.1 | $0 |
| Rhonda Hennessy | Board Member Trustee or director | 0.1 | $0 |
| Hallett Johnson | Board Member Trustee or director | 0.1 | $0 |
| Andy Robison | Board Member Trustee or director | 0.1 | $0 |
| Justin Weintraub | Board Member Trustee or director | 0.1 | $0 |
| Leigh Haver | Board Member Trustee or director | 0.1 | $0 |
990 for the year ended May 31, 2023: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel Weingartner | Secretary and Employee Trustee or director, Officer | 40 | $6,228 |
| Key R Hudson | Past President Trustee or director, Officer | 1 | $0 |
| Kristin Ritter | President Trustee or director, Officer | 5 | $0 |
| Morgan Cook | Development Chair Trustee or director, Officer | 1.5 | $0 |
| Hunter Craig | Investment Chair Trustee or director, Officer | 1.5 | $0 |
| Britt A Redden | Programs and Needs Chair Trustee or director, Officer | 1 | $0 |
| Glen Estess Jr | General Counsel Trustee or director, Officer | 1 | $0 |
| Lee Alice Estes | Treasurer Trustee or director | 1.5 | $0 |
| Greg Butrus | Board Member Trustee or director | 0.25 | $0 |
| Will Davis | Board Member Trustee or director | 0.1 | $0 |
| Cheryl A Collat | Board Member Trustee or director | 0.1 | $0 |
| Faith Couvillon | Board Member Trustee or director | 0.1 | $0 |
| Katie Bee Marshal | Board Member Trustee or director | 0.25 | $0 |
| Krisalyn Crye | Board Member Trustee or director | 0.1 | $0 |
| Ensley Darnall | Board Member Trustee or director | 0.1 | $0 |
| Thames Schoenvogel | Board Member Trustee or director | 0.25 | $0 |
| Davis Goodson | Board Member Trustee or director | 0.1 | $0 |
| Joanna Hufham | Board Member Trustee or director | 0.1 | $0 |
| Diane Waud | Board Member Trustee or director | 0.25 | $0 |
| Eric Kelly | Board Member Trustee or director | 0.1 | $0 |
| Jeff Lloyd | Board Member Trustee or director | 0.1 | $0 |
| David E Malone | Board Member Trustee or director | 1.5 | $0 |
| John Miller | Board Member Trustee or director | 0.1 | $0 |
| Wally Nall III | Board Member Trustee or director | 0.5 | $0 |
| George C Pelekis | Board Member Trustee or director | 0.25 | $0 |
| Bragan Petrey | Board Member Trustee or director | 0.25 | $0 |
| Billy Pritchard | Board Member Trustee or director | 0.5 | $0 |
| Bill Rodrigues | Board Member Trustee or director | 0.25 | $0 |
| Barry A Staples | Board Member Trustee or director | 0.25 | $0 |
| Craig Stephens | Board Member Trustee or director | 0.1 | $0 |
| Dan Thomasson | Board Member Trustee or director | 0.25 | $0 |
| Bennett White | Vice President Trustee or director, Officer | 1 | $0 |
| Tara Davis | Board Member Trustee or director | 0.1 | $0 |
| Rhonda Hennessy | Board Member Trustee or director | 0.25 | $0 |
| Hallett Johnson | Board Member Trustee or director | 0.1 | $0 |
| Andy Robison | Board Member Trustee or director | 0.1 | $0 |
| Justin Weintraub | Board Member Trustee or director | 0.1 | $0 |
990 for the year ended April 30, 2023: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel Weingartner | Secretary and Employee Trustee or director, Officer | 40 | $85,417 |
| Key R Hudson | Past President Trustee or director, Officer | 1 | $0 |
| Kristin Ritter | President Trustee or director, Officer | 5 | $0 |
| Morgan Cook | Development Chair Trustee or director, Officer | 1.5 | $0 |
| Hunter Craig | Investment Chair Trustee or director, Officer | 1.5 | $0 |
| Britt A Redden | Programs and Needs Chair Trustee or director, Officer | 1 | $0 |
| Glen Estess Jr | General Counsel Trustee or director, Officer | 1 | $0 |
| Lee Alice Estes | Treasurer Trustee or director, Officer | 1.5 | $0 |
| Greg Butrus | Board Member Trustee or director | 0.25 | $0 |
| Will Davis | Board Member Trustee or director | 0.1 | $0 |
| Cheryl A Collat | Board Member Trustee or director | 0.1 | $0 |
| Faith Couvillon | Board Member Trustee or director | 0.1 | $0 |
| Katie Bee Marshal | Board Member Trustee or director | 0.25 | $0 |
| Krisalyn Crye | Board Member Trustee or director | 0.1 | $0 |
| Ensley Darnall | Board Member Trustee or director | 0.1 | $0 |
| Thames Schoenvogel | Board Member Trustee or director | 0.25 | $0 |
| Davis Goodson | Board Member Trustee or director | 0.1 | $0 |
| Joanna Hufham | Board Member Trustee or director | 0.1 | $0 |
| Diane Waud | Board Member Trustee or director | 0.25 | $0 |
| Eric Kelly | Board Member Trustee or director | 0.1 | $0 |
| Jeff Lloyd | Board Member Trustee or director | 0.1 | $0 |
| David E Malone | Board Member Trustee or director | 1.5 | $0 |
| John Miller | Board Member Trustee or director | 0.1 | $0 |
| Wally Nall III | Board Member Trustee or director | 0.5 | $0 |
| George C Pelekis | Board Member Trustee or director | 0.25 | $0 |
| Bragan Petrey | Board Member Trustee or director | 0.25 | $0 |
| Billy Pritchard | Board Member Trustee or director | 0.5 | $0 |
| Bill Rodrigues | Board Member Trustee or director | 0.25 | $0 |
| Barry A Staples | Board Member Trustee or director | 0.25 | $0 |
| Craig Stephens | Board Member Trustee or director | 0.1 | $0 |
| Dan Thomasson | Board Member Trustee or director | 0.25 | $0 |
| Bennett White | Vice President Trustee or director, Officer | 1 | $0 |
| Tara Davis | Board Member Trustee or director | 0.1 | $0 |
| Rhonda Hennessy | Board Member Trustee or director | 0.25 | $0 |
| Hallett Johnson | Board Member Trustee or director | 0.1 | $0 |
| Andy Robison | Board Member Trustee or director | 0.1 | $0 |
| Justin Weintraub | Board Member Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530834, BIRMINGHAM, AL 35253-0834
- In care of
- % KARI AUSTIN
- Principal officer (990 for 2024)
- Kristin Ritter, 32 Vine Street, Mountain Brook, AL 35213
- Signed the 990
- Kristin Ritter, President
- Phone
- (205) 414-0042
- Website
- https://mbgives.org/
- Return prepared by
- Kassouf & Co PC
Mission
The mission of the Foundation is to mobilize community support and resources for the academic improvement of the Mountain Brook City School System through technological improvement, library enhancement, and professional development.
Program accomplishments
- Grant from Foundation was for professional development and training of staff at various schools in Mountain Brook School System.Expenses $376,200 · grants $376,200
- Grant from Foundation was for technological upgrades to support use of instructional materials.Expenses $139,291 · grants $139,291
- Grant from the Foundation was for secondary math education at the Mountain Brook Junior High school level.Expenses $64,000 · grants $64,000
- Grant from Foundation was for enhancements to the libraries of various schools in Mountain Brook School SystemExpenses $12,000 · grants $12,000
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
- 63-1072587
- 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
- 1992
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94Z)
- Assets (IRS master file)
- $18,715,888
- Income (IRS master file)
- $7,096,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $5,968,729 | $993,140 | $18,715,888 | XML |
| 990 | May 2024 | $936,775 | $911,853 | $12,950,081 | XML |
| 990 | May 2023 | -$391 | $29,114 | $11,062,820 | XML |
| 990 | April 2023 | $760,400 | $792,526 | $11,072,958 | XML |
| 990 | April 2022 | $1,759,679 | $777,149 | $10,803,638 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 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 63-1072587).
Questions about MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
- What is the EIN of MOUNTAIN BROOK CITY SCHOOLS FOUNDATION?
- The employer identification number (EIN) of MOUNTAIN BROOK CITY SCHOOLS FOUNDATION is 63-1072587.
- Is MOUNTAIN BROOK CITY SCHOOLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to MOUNTAIN BROOK CITY SCHOOLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOUNTAIN BROOK CITY SCHOOLS 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 MOUNTAIN BROOK CITY SCHOOLS FOUNDATION 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 MOUNTAIN BROOK CITY SCHOOLS FOUNDATION 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 MOUNTAIN BROOK CITY SCHOOLS FOUNDATION?
- The 990 for the year ended May 31, 2025 names Kristin Ritter.
- Who are the officers and directors of MOUNTAIN BROOK CITY SCHOOLS FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 37 people; 1 received compensation from the organization, the highest $117,708 (Rachel Weingartner, Secretary and Employee).
- How much revenue does MOUNTAIN BROOK CITY SCHOOLS FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $5,968,729, expenses of $993,140 and total assets of $18,715,888 at year end.
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