Nonprofit · EIN 26-4085689
MOUNTAIN BROOK COUNCIL PTO INC
Also known as COUGAR PTO CHIEF PTO LANCER
Tax-exempt · MOUNTAIN BRK, AL 35213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,621,166 | $1,526,538 | $94,628 | $506,650 | $9,373 | $497,277 |
| June 30, 2024 | 990 | $2,064,109 | $2,215,290 | -$151,181 | $402,649 | $0 | $402,649 |
| June 30, 2023 | 990 | $1,639,509 | $1,578,000 | $61,509 | $553,830 | $0 | $553,830 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,459,900
- of which government grants
- $7,500
- Membership dues
- $3,099
- Program service revenue
- $69,368
- Investment income
- $4,510
- Net income from fundraising events
- $87,388
- Other revenue
- $87,388
Expenses
- Grants and similar amounts paid
- $1,077,130
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,250
- Program services (functional)
- $1,486,898
- Management and general (functional)
- $8,500
- Fundraising (functional)
- $31,140
Balance sheet and other
- Total assets, start of year
- $402,649
- Total assets, end of year
- $506,650
- Total liabilities, end of year
- $9,373
- Net assets, end of year
- $497,277
- Gross receipts
- $1,667,842
- Employees
- 0
- Volunteers
- 800
- Year formed
- 2009
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARON STAPLES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ASHLYNN FALKENBURG SMITH | SECRETARY Trustee or director, Officer | 1 | $0 |
| STACEY TOWNSEND | TREASURER Trustee or director, Officer | 1 | $0 |
| REBECCA EUBANKS | LEGISLATIVE VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| RACHEL WILLIAMS | DISTRICT EXPRESSIONS REP Trustee or director, Officer | 1 | $0 |
| TERRI LYNN WALLACE | DIRECTOR Trustee or director | 1 | $0 |
| JAYNE GOEDECKE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA DONALD | DIRECTOR Trustee or director | 1 | $0 |
| LINDSEY DRUHAN | DIRECTOR Trustee or director | 1 | $0 |
| CAROLINE WOODS | DIRECTOR Trustee or director | 1 | $0 |
| MORGAN COOK | DIRECTOR Trustee or director | 1 | $0 |
| DICKY BARLOW | SUPERINTENDENT OF SCHOOLS Trustee or director | 1 | $0 |
| BECKY HOLT | ALL IN REPRESENTATIVE Trustee or director | 1 | $0 |
| RACHEL WEINGARTNER | MBCS FOUNDATION REPRESENTA Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY JONES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MEG LILLY | SECRETARY Trustee or director, Officer | 1 | $0 |
| MEG KRAWCZYK | TREASURER Trustee or director, Officer | 1 | $0 |
| JOANNA HUFHAM | LEGISLATIVE VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ELIZABETH HUMPHREYS | DISTRICT EXPRESSIONS REP Trustee or director, Officer | 1 | $0 |
| ASHELYNN FALKENBURG SMITH | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA CRAFT | DIRECTOR Trustee or director | 1 | $0 |
| DAWSON COOPER | DIRECTOR Trustee or director | 1 | $0 |
| ASHLEY SELIGSON | DIRECTOR Trustee or director | 1 | $0 |
| KARON STAPLES | DIRECTOR Trustee or director | 1 | $0 |
| STACY WHITE | DIRECTOR Trustee or director | 1 | $0 |
| DICKY BARLOW | SUPERINTENDENT OF SCHOOLS Trustee or director | 1 | $0 |
| BECKY HOLT | ALL IN REPRESENTATIVE Trustee or director | 1 | $0 |
| RACHEL WEINGARTNER | MBCS FOUNDATION REPRESENTA Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON HOLT | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MANDI COOPER | SECRETARY Trustee or director, Officer | 1 | $0 |
| TERRI LYNN WALLACE | TREASURER Trustee or director, Officer | 1 | $0 |
| JOANNA HUFHAM | LEGISLATIVE VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GRACE KIPP | DISTRICT EXPRESSIONS REP Trustee or director, Officer | 1 | $0 |
| ASHLEY JONES | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PAULK | DIRECTOR Trustee or director | 1 | $0 |
| ANN BAILEY WHITE | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE BROWN | DIRECTOR Trustee or director | 1 | $0 |
| MEG LILLY | DIRECTOR Trustee or director | 1 | $0 |
| COLLINS CLEGG | DIRECTOR Trustee or director | 1 | $0 |
| DICKY BARLOW | SUPERINTENDENT OF SCHOOLS Trustee or director | 1 | $0 |
| BECKY HOLT | ALL IN REPRESENTATIVE Trustee or director | 1 | $0 |
| RACHEL WEINGARTNER | MBCS FOUNDATION REP Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 130236, MOUNTAIN BRK, AL 35213-0236
- Principal officer (990 for 2024)
- MARY BRADLEY ANDERSON, PO BOX 130236, MOUNTAIN BROOK, AL 35213
- Signed the 990
- MARY BRADLEY ANDERSON, TREASURER
- Phone
- (205) 871-4608
- Return prepared by
- BORLAND BENEFIELD PC
Mission
TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; TO SUPPORT THE EFFORTS OF PROVIDING AN EFFECTIVE, CHALLENGING, AND ENGAGING EDUCATION FOR EVERY ONE OF OUR STUDENTS; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL,THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.
Program accomplishments
- DIRECT AND INDIRECT SUPPORT FOR EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CHEROKEE BEND ELEMENTARY - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE TEACHER PROFESSIONAL DEVELOPMENT, CLASSROOM FURNITURE,TECHNOLOGY ENHANCEMENTS, CURRICULUM SUPPLEMENTS, SUPPORT FOR THE LIBRARY, PHYSICAL EDUCATION, SPECIAL EDUCATION PROGRAMS, THE WRITERS FESTIVAL,AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF CHEROKEE BEND ELEMENTARY SCHOOL, APPROXIMATELY 550, BENEFIT FROM THIS PROGRAM.Expenses $342,960 · grants $236,298 · revenue $7,308
- DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE CLASSROOM FURNITURE AND UPDATES,TECHNOLOGY ENHANCEMENTS,CURRICULUM SUPPLEMENTS,SUPPORT FOR THE LIBRARY,PHYSICAL EDUCATION,SPECIAL EDUCATION PROGRAMS,THE WRITERS FESTIVAL,RECESS AND OUTDOOR CLASSROOM SUPPLIES AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL, APPROXIMATELY 540, BENEFIT FROM THIS PROGRAM.Expenses $305,615 · grants $250,000 · revenue $36,508
- DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL- PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, AND ENHANCED COMMUNICATION BETWEEN PARENTS, SCHOOL AND TEACHERS. SPECIFIC EXAMPLES OF SOME OF THE PROGRAMS SUPPORTED INCLUDE NEW CLASSROOM FURNITURE,FALL FESTIVAL, SAFETY PATROL, ANTI-DRUG AWARENESS, VETERANS DAY PROGRAM, SCHOOL DIRECTORIES AND NEWSLETTERS,SUMMER READING PROGRAMS,TECHNOLOGY UPDATES,PAINTING OF GYM, SUPPORT OF ROBOTICS PROGRAM. ALL THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL, APPROXIMATELY 733, BENEFIT FROM THIS PROGRAM.Expenses $362,874 · grants $255,205 · revenue $6,042
- DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF MOUNTAIN BROOK JUNIOR HIGH SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, COMMUNITY INVOLVEMENT PROGRAMS, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, ENHANCED COMMUNICATIONS BETWEEN PARENTS, TEACHERS AND SCHOOLS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE ART FORMS, SPARTAN DAY,TEDX,STUDENT DANCES,NEW TECHNOLOGY, AUDIO VISUAL SYSTEM FOR GYM, MATH CLASSROOM UPGRADES,STEM PROGRAMS. ALL THE STUDENTS OF THE MOUNTAIN BROOK JUNIOR HIGH BENEFIT, APPROXIMATELY 1,005 STUDENTS. DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITTING THE STUDENTS OF MOUNTAIN BROOK HIGH SCHOOL - PROVIDED SUPPORT FOR THE SAME TYPES OF PROGRAMS LISTED ABOVE UNDER THE OTHER PROGRAM SERVICES. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE PAYMENT OF TECHNOLOGY COSTS, GROUNDS MAINTENANCE AND IMPROVEMENTS,SUPPORT OF VARIOUS SCHOOL RECEPTIONS AND FUNCTIONS,PAYMENT FOR TEACHER CLASSROOM EXPENSE AND DEPARTMENTAL NEEDS, AND PROFESSIONAL DEVELOPMENT STAFF EXPENSES. ALL THE STUDENTS OF MOUNTAIN BROOK HIGH SCHOOL, APPROXIMATELY 1,100, BENEFIT FROM THIS PROGRAM.DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING STUDENTS OF BROOKWOOD FOREST ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, ENHANCED COMMUNICATION BETWEEN PARENTS, SCHOOLS AND TEACHERS. SPECIFIC EXAMPLES OF PROGRAMS SUPPORTED INCLUDE THE WRITERS FESTIVAL, PURCHASE OF LIBRARY MATERIALS, SIXTH GRADE MINICOURSES,TECHNOLOGY UPDATE EXPENDITURES,CLASSROOM AND LUNCHROOM FURNITURE,AND TEACHER CLASSROOM EXPENSES. ALL OF THE STUDENTS OF BROOKWOOD FOREST ELEMENTARY SCHOOL,APPROXIMATELY 585, BENEFIT FROM THIS PROGRAM.Expenses $475,449 · grants $335,626 · revenue $19,510
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4085689
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $506,650
- Income (IRS master file)
- $1,667,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,621,166 | $1,526,538 | $506,650 | IRS |
| 990 | June 2024 | $2,064,109 | $2,215,290 | $402,649 | IRS |
| 990 | June 2023 | $1,639,509 | $1,578,000 | $553,830 | XML |
| 990 | June 2022 | $1,291,426 | $1,275,759 | $492,321 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 26-4085689).
Questions about MOUNTAIN BROOK COUNCIL PTO INC
- What is the EIN of MOUNTAIN BROOK COUNCIL PTO INC?
- The employer identification number (EIN) of MOUNTAIN BROOK COUNCIL PTO INC is 26-4085689.
- Is MOUNTAIN BROOK COUNCIL PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MOUNTAIN BROOK COUNCIL PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOUNTAIN BROOK COUNCIL PTO INC 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 COUNCIL PTO INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOUNTAIN BROOK COUNCIL PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOUNTAIN BROOK COUNCIL PTO INC?
- The 990 for the year ended June 30, 2025 names MARY BRADLEY ANDERSON.
- Who are the officers and directors of MOUNTAIN BROOK COUNCIL PTO INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MOUNTAIN BROOK COUNCIL PTO INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,621,166, expenses of $1,526,538 and total assets of $506,650 at year end.
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