Nonprofit · EIN 43-1978408
MONTGOMERY ACADEMY FOUNDATION
Tax-exempt · MONTGOMERY, AL 36106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $919,566 | $2,174,057 | -$1,254,491 | $5,113,848 | $0 | $5,113,848 |
| June 30, 2024 | 990 | $717,769 | $3,500 | $714,269 | $6,569,913 | $0 | $6,569,913 |
| June 30, 2023 | 990 | $131,040 | $10,641 | $120,399 | $5,655,676 | $0 | $5,655,676 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,700
- Program service revenue
- $0
- Investment income
- $914,866
- Net gain from sales of assets
- $812,328
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,174,057
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,174,057
Balance sheet and other
- Total assets, start of year
- $6,569,913
- Total assets, end of year
- $5,113,848
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,113,848
- Publicly traded securities
- $5,010,640
- Net assets without donor restrictions
- $3,017,319
- Net assets with donor restrictions
- $2,096,529
- Gross receipts
- $1,537,238
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2002
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 1 | $0 | $216,483 | $20,516 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $84,207 | $12,192 |
| HENRY H HUTCHINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MILLIE HOUSTON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDY WEIL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLIE HARRIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER SELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLARK SAHLIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KNOX KERSHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHANNON SPEIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN DEES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BRADFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM CRUM III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ASHLEY MCDANIEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 1 | $0 | $211,290 | $20,588 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER - Officer | 1 | $0 | $81,707 | $11,983 |
| HENRY H HUTCHINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MILLIE HOUSTON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDY WEIL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLIE HARRIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER SELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLARK SAHLIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KNOX KERSHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHANNON SPEIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN DEES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BRADFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM CRUM III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ASHLEY MCDANIEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 1 | $0 | $213,333 | $19,179 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER - Officer | 1 | $0 | $92,606 | $7,237 |
| HENRY H HUTCHINSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MILLIE HOUSTON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDY WEIL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLIE HARRIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER SELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVE DAVIDSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLARK SAHLIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KNOX KERSHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHANNON SPEIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN DEES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CADE ARMSTRONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BRADFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3720 VAUGHN ROAD, MONTGOMERY, AL 36106-0000
- In care of
- % ARCHIBALD DOUGLAS
- Principal officer (990 for 2024)
- MILLIE HOUSTON, 3720 VAUGHN ROAD, MONTGOMERY, AL 36106
- Signed the 990
- MILLIE HOUSTON, CHAIRMAN
- Phone
- (334) 272-8210
- Return prepared by
- JACKSON THORNTON & CO PC
Mission
PROVIDE FINANCIAL AND OTHER SUPPORT FOR THE MONTGOMERY ACADEMY
Program accomplishments
- SUPPORT OF THE EDUCATIONAL PURPOSE OF MONTGOMERY ACADEMYExpenses $2,174,057 · grants $2,174,057
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
- 43-1978408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $5,113,848
- Income (IRS master file)
- $1,537,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $919,566 | $2,174,057 | $5,113,848 | IRS |
| 990 | June 2024 | $717,769 | $3,500 | $6,569,913 | IRS |
| 990 | June 2023 | $131,040 | $10,641 | $5,655,676 | XML |
| 990 | June 2022 | $152,940 | $3,000 | $5,001,987 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 43-1978408).
Questions about MONTGOMERY ACADEMY FOUNDATION
- What is the EIN of MONTGOMERY ACADEMY FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY ACADEMY FOUNDATION is 43-1978408.
- Is MONTGOMERY ACADEMY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MONTGOMERY ACADEMY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTGOMERY ACADEMY 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 MONTGOMERY ACADEMY FOUNDATION 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 MONTGOMERY ACADEMY FOUNDATION 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 MONTGOMERY ACADEMY FOUNDATION?
- The 990 for the year ended June 30, 2025 names MILLIE HOUSTON.
- Who are the officers and directors of MONTGOMERY ACADEMY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY ACADEMY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $919,566, expenses of $2,174,057 and total assets of $5,113,848 at year end.
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