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Nonprofit · EIN 63-1144514

ALABAMA FAMILY TRUST CORPORATION

Tax-exempt · VESTAVIA HLS, AL 35216

Financials

$1.4M$920K2022$1.6M$908K2023$1.7M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of ALABAMA FAMILY TRUST CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,736,304$1,058,837$677,467$4,545,942$346,946$4,198,996
September 30, 2024990$1,629,188$907,965$721,223$3,567,106$64,047$3,503,059
September 30, 2023990$1,394,048$920,353$473,695$3,390,102$664,849$2,725,253
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,626,517
Investment income
$109,787
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$319,177
Other salaries and wages
$79,889
Salaries, compensation and benefits (total)
$479,111
Professional fundraising fees
$0
Legal fees
$9,396
Accounting fees
$3,520
Occupancy
$43,397
Travel
$7,354
Depreciation
$7,311
Program services (functional)
$1,058,837

Balance sheet and other

Total assets, start of year
$3,567,106
Total assets, end of year
$4,545,942
Total liabilities, end of year
$346,946
Net assets, end of year
$4,198,996
Land, buildings and equipment
$18,115
Publicly traded securities
$953,871
Net assets without donor restrictions
$4,198,996
Gross receipts
$1,736,304
Employees
6
Year formed
1995
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LESLEY BYARSExecutive Dir.
Officer
40$150,000
EVAN LICHTERCFO
Officer
40$96,369
LISA PAGECAO
Officer
40$72,808
JENNIFER GRIFFINPresident
Trustee or director, Officer
3$0
WALLACE DAVISVice President
Trustee or director, Officer
3$0
JAMES WALSHTreasurer
Trustee or director, Officer
2$0
LATANYA RHINESSecretary
Trustee or director, Officer
2$0
LYNN CAMPISITrustee
Trustee or director
1.5$0
DAVID SALTERTrustee
Trustee or director
1.5$0
VANCE HOLDERTrustee
Trustee or director
1.5$0
JUDY SHEPURATrustee
Trustee or director
1.5$0
KIM DAVISTrustee
Trustee or director
1.5$0
JOHN PALUZZITrustee
Trustee or director
1.5$0
THERA HERRINGTrustee
Trustee or director
1.5$0
ADRINE BROWNTrustee
Trustee or director
1.5$0
990 for the year ended September 30, 2024: 12 people
NameTitleHours / weekCompensation
LESLEY BYARSExecutive Dir.
Officer
40$141,692
JENNIFER GRIFFINPresident
Trustee or director, Officer
3$0
WALLACE DAVISVice President
Trustee or director, Officer
3$0
JAMES WALSHTreasurer
Trustee or director, Officer
2$0
LATANYA RHINESSecretary
Trustee or director, Officer
2$0
LYNN CAMPISITrustee
Trustee or director
1.5$0
DAVID SALTERTrustee
Trustee or director
1.5$0
VANCE HOLDERTrustee
Trustee or director
1.5$0
JUDY SHEPURATrustee
Trustee or director
1.5$0
KIM DAVISTrustee
Trustee or director
1.5$0
JOHN PALUZZITrustee
Trustee or director
1.5$0
CLAYTON DAVISTrustee
Trustee or director
1.5$0
990 for the year ended September 30, 2023: 14 people
NameTitleHours / weekCompensation
LESLEY BYARSCFO
Officer
40$141,942
MELANIE BRADFORD HOLLIMANExecutive Dir.
Officer
22$20,536
SHANNON BRUBAKERCHIEF ADMIN OFF
Officer
40$14,458
CLAYTON DAVISPresident
Trustee or director, Officer
3$0
JENNIFER GRIFFINVice President
Trustee or director, Officer
3$0
JAMES WALSHTreasurer
Trustee or director, Officer
2$0
WALLACE DAVISSecretary
Trustee or director, Officer
2$0
LYNN CAMPISITrustee
Trustee or director
1.5$0
DAVID SALTERTrustee
Trustee or director
1.5$0
VANCE HOLDERTrustee
Trustee or director
1.5$0
JUDY SHEPURATrustee
Trustee or director
1.5$0
KIM DAVISTrustee
Trustee or director
1.5$0
JOHN PALUZZITrustee
Trustee or director
1.5$0
LATANYA RHINESTrustee
Trustee or director
1.5$0

Address and contacts

Address (IRS master file)
100 CENTERVIEW DR STE 200, VESTAVIA HLS, AL 35216-3748
In care of
% WILLIAM D MARSHALL
Signed the 990
LESLEY BYARS, Executive Director
Phone
(205) 883-8333
Return prepared by
Alabama Family Trust Corporation

Mission

SEE SCHEDULE O FOR MISSION STATEMENT.

990 for the year ended September 30, 2025

Program accomplishments

  • ADMINISTRATION OF 750 TO 850 SPECIAL NEEDS TRUSTS
    Expenses $1,058,837 · revenue $1,736,304

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-1144514
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
1996
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P80)
Assets (IRS master file)
$4,545,942
Income (IRS master file)
$1,736,304

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,736,304$1,058,837$4,545,942XML
990September 2024$1,629,188$907,965$3,567,106XML
990September 2023$1,394,048$920,353$3,390,102XML
990September 2022$1,340,801$1,023,006$2,321,653IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 63-1144514).

Questions about ALABAMA FAMILY TRUST CORPORATION

What is the EIN of ALABAMA FAMILY TRUST CORPORATION?
The employer identification number (EIN) of ALABAMA FAMILY TRUST CORPORATION is 63-1144514.
Is ALABAMA FAMILY TRUST CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to ALABAMA FAMILY TRUST CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALABAMA FAMILY TRUST CORPORATION 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 ALABAMA FAMILY TRUST CORPORATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALABAMA FAMILY TRUST CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who are the officers and directors of ALABAMA FAMILY TRUST CORPORATION?
The 990 for the year ended September 30, 2025 lists 15 people; 3 received compensation from the organization, the highest $150,000 (LESLEY BYARS, Executive Dir.).
How much revenue does ALABAMA FAMILY TRUST CORPORATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,736,304, expenses of $1,058,837 and total assets of $4,545,942 at year end.

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