2026-08-17T17:01:58-05:00 2025-09-30 461498870 BMSS LLC 400 MERIDIAN STREET N 201 HUNTSVILLE AL 35801 990 2024-10-01 464776909 AAMU-RISE FOUNDATION AAMU 2563725866 PO BOX 272 NORMAL AL 35762 DR KENNETH SARTOR INTERIM EXECUTIVE DIRECTOR 2563725673 2026-08-17 1 1 JAMES RL CARROLL CPA P01451091 2059825500 2026-07-20 2024 2025-03-06 01:10:19Z DR KENNETH SARTOR ALABAMA AM UNIVERSITY HOWARD J FOSTER BUILDING ROOM 152 NORMAL AL 35762 1557785 0 X WWW.AAMU-RISE.ORG X 2014 AL TO DEVELOP AND ADMINISTER CONTRACT AND R&DS ON BEHALF OF ALABAMA A&M UNIVERSITY, CONDUCTED BY AAMU FACULTY AND ITS AFFILIATES. TO COORDINATE SPONSORED RESEARCH PROGRAMS FOR THE UNIVERSITY. 7 7 0 0 0 0 80116 116 2038332 1557669 0 0 0 0 2118448 1557785 0 0 0 0 2025438 1257927 0 0 0 150265 675110 2175703 1933037 -57255 -375252 1083710 730675 523369 418041 560341 312634 TO DEVELOP AND ADMINISTER CONTRACT AND R&DS ON BEHALF OF ALABAMA A&M UNIVERSITY, CONDUCTED BY AAMU FACULTY AND ITS AFFILIATES. TO COORDINATE SPONSORED RESEARCH PROGRAMS FOR THE UNIVERSITY. 0 0 1578515 1557669 AAMU-RISE, A RESEARCH AND DEVELOPMENT ARM OF ALABAMA A&M UNIVERSITY, SUPPORTS GOVERNMENT AND INDUSTRY PARTNERS THROUGH ADVANCED SCIENTIFIC AND ENGINEERING RESEARCH. WITH EXPERTISE IN AREAS SUCH AS MATERIAL SCIENCE, CYBERSECURITY, BIOTECHNOLOGY, AND AEROSPACE SYSTEMS, AAMU-RISE HAS SUCCESSFULLY EXECUTED FEDERAL CONTRACTS, AND DEVELOPED CUTTING-EDGE TECHNOLOGIES THROUGH TRAINING AND FUNDING SUPPORT. 1578515 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 AL X X DR KENNETH SARTOR 2563725673 4900 MERIDIAN STREET N NORMAL AL 35762 X X DR DANIEL K WIMS DIRECTOR 1.00 40.00 X 0 0 0 DR JOHN JONES VICE CHAIR 1.00 40.00 X X 0 0 0 DR CARLTON SPELLMAN TREASURER 1.00 40.00 X X 0 0 0 DR ZHENGTAO DANG DIRECTOR 1.00 40.00 X 0 0 0 DR MAJED EL-DWEIK CHAIR 1.00 40.00 X X 0 0 0 DR XIAOQING QIAN DIRECTOR 1.00 40.00 X 0 0 0 DR SCHERRIE BANKS PICKETT DIRECTOR 1.00 40.00 X 0 0 0 DR KENNETH SARTOR INTERIM DIRECTOR 20.00 20.00 X 0 0 0 0 0 0 0 0 0 0 0 116 116 CONTRACT SERVICES 541700 1557669 1557669 1557669 1557785 1557669 0 0 X 1257927 1066355 191572 51539 51539 272038 238538 33500 226480 176466 50014 22242 22022 220 1666 1666 18635 18635 BAD DEBT 73468 73468 MEALS AND ENTERTAINMENT 5026 5026 TAXES AND LICENSES 2381 2381 MISCELLANEOUS 1635 1635 1933037 1578515 354522 0 424923 506856 641688 206895 10910 12401 16957 12434 6189 4523 1083710 730675 379997 274669 143372 143372 523369 418041 X 560341 312634 560341 312634 1083710 730675 -375252 127545 0 X X 0 1 X 0 0 X 1256131 104282 170157 80116 116 1610802 1256131 104282 170157 80116 116 1610802 85558 1525244 249 249 1611051 5668101 0.94670 X 0.34520 16957 12434 4523 4523 DUE TO ALABAMA A&M 143372 143372 X 1557785 0 1557785 0 1557785 1933037 0 1933037 0 1933037 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE ALABAMA NONPROFIT CORPORATION ACT. ADDITIONALLY, THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE FOR INCOME TAX PURPOSES. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT) ONLY IF IT ENGAGES IN ACTIVITIES SUBJECT TO THE UBIT REGULATIONS. TAX POSITIONS ARE INITIALLY RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 AND 2024 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. FORM 990, PART V - ADDITIONAL INFORMATION PART V 1A/B: FORMS 1099 AND W-2 WERE PROCESSED THROUGH THE UNIVERSITY'S SYSTEM FOR THE AAMU-RISE FOUNDATION AND THE UNIVERSITY ISSUED FORMS 1099 AND W-2 DIRECTLY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION'S PRESIDENT AND BOARD OF DIRECTOR'S TREASURER. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, COLUMN E: THE ORGANIZATION REQUESTED COMPENSATION INFORMATION RELATED TO THE OFFICERS AND DIRECTORS LISTED ON THE BOARD OF DIRECTORS SCHEDULE. ALABAMA A&M UNIVERSITY REVIEWED ITS PAYROLL RECORDS AND CONFIRMED THAT NONE OF THE LISTED OFFICERS OR DIRECTORS RECEIVED COMPENSATION FROM THE UNIVERSITY FOR SERVING IN THEIR CAPACITY AS OFFICERS OR DIRECTORS OF AAMU-RISE. BASED ON ALABAMA A&M UNIVERSITY'S RECORDS, THERE WERE NO PAYROLL PAYMENTS ATTRIBUTABLE TO AAMU-RISE BOARD SERVICE FOR THE INDIVIDUALS IDENTIFIED. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 238,538. MANAGEMENT AND GENERAL EXPENSES 33,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 272,038. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE PROCESS BY WHICH AN INDEPENDENT ACCOUNTANT IS SELECTED FOR AN ANNUAL AUDIT, OR THE AUDIT COMMITTEE EXERCISES OVERSIGHT OVER THE AUDIT OF THE ORGANIZATION. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION AAMU-RISE FOUNDATION PO BOX 272 NORMAL, AL 35762 EMPLOYER IDENTIFICATION NUMBER: 46-4776909 FOR THE YEAR ENDING SEPTEMBER 30, 2025 AAMU-RISE FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). SECTION 1.263(A)-3(N) ELECTION AAMU-RISE FOUNDATION PO BOX 272 NORMAL, AL 35762 EMPLOYER IDENTIFICATION NUMBER: 46-4776909 FOR THE YEAR ENDING SEPTEMBER 30, 2025 AAMU-RISE FOUNDATION IS MAKING THE ELECTION TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER REG. SEC. 1.263(A)-3(N). ALABAMA A&M UNIVERSITY 4000 MERIDIAN ST HUNTSVILLE AL 35811 STATE UNIVERSITY AL 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ALABAMA A&M UNIVERSITY E 330194 FMV ALABAMA A&M UNIVERSITY O 1257927 FMV