Nonprofit · EIN 63-0147650
MOUNTAIN BROOK CLUB
Tax-exempt · BIRMINGHAM, AL 35213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $15,408,206 | $15,107,726 | $300,480 | $33,257,400 | $8,356,728 | $24,900,672 |
| December 31, 2024 | 990 | $15,028,405 | $14,255,756 | $772,649 | $33,969,042 | $9,368,850 | $24,600,192 |
| December 31, 2023 | 990 | $14,432,605 | $13,815,992 | $616,613 | $36,569,305 | $12,741,762 | $23,827,543 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,825,127
- Investment income
- $2,291
- Net gain from sales of assets
- $2,291
- Net income from sales of inventory
- $2,568,848
- Other revenue
- $2,580,788
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,410,972
- Salaries, compensation and benefits (total)
- $8,823,211
- Professional fundraising fees
- $0
- Legal fees
- $2,000
- Accounting fees
- $36,131
- Occupancy
- $716,917
- Depreciation
- $2,016,872
- Program services (functional)
- $13,557,254
- Management and general (functional)
- $1,550,472
Balance sheet and other
- Total assets, start of year
- $33,969,042
- Total assets, end of year
- $33,257,400
- Total liabilities, end of year
- $8,356,728
- Net assets, end of year
- $24,900,672
- Land, buildings and equipment
- $28,700,258
- Net assets without donor restrictions
- $24,900,672
- Gross receipts
- $17,507,807
- Employees
- 395
- Volunteers
- 25
- Year formed
- 1927
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK LOCKRIDGE | GENERAL MANAGER Officer | 40 | $328,313 | $18,595 |
| JEFFREY JORDAN | GOLF PRO Key employee | 40 | $315,273 | $25,506 |
| MATTHEW BRYAN | COURSE AND GROUNDS Key employee | 40 | $215,701 | $23,506 |
| PAUL ROSNER | TENNIS PRO Highest-paid employee | 40 | $180,011 | $23,775 |
| JAY CHRISTMAS | EXECUTIVE CHEF Highest-paid employee | 40 | $177,144 | $21,051 |
| SUSAN ZAPPIN | ASSISTANT GOLF PRO Highest-paid employee | 40 | $171,117 | $8,953 |
| TIMOTHY MOYE | CONTROLLER Officer | 40 | $150,650 | $22,525 |
| SHELLY KLIMP | DIRECTOR OF FITNESS Highest-paid employee | 40 | $148,764 | $21,439 |
| JEFFREY MAYFIELD | FOOD AND BEVERAGE D Highest-paid employee | 40 | $153,108 | $11,963 |
| BARRY PARKS | TENNIS ASSISTANT PRO Highest-paid employee | 40 | $124,339 | $11,156 |
| JOHN M WILLIAMS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| J BAILEY KNIGHT III | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES H EMACK JR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN PARKER ISRAEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS W SHOOK JR | GOLF CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN P MULKIN | COURSE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BRANDON STEWART | HOUSE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| A SIMS GARRISON | FINANCE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CHRISTOPHER G NICHOLS | TENNIS CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID A ELLIOTT | LEGAL ADVISOR Trustee or director, Officer | 1 | $0 |
| JACK W ECHOLS III | MEMBERSHIP LAISON Trustee or director, Officer | 1 | $0 |
| SCOTT L BERTE | FITNESS CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STEPHEN W STILL JR | POOL CHAIRMAN Trustee or director, Officer | 1 | $0 |
| M OLIVER BOOTH | FACILITIES MAINTENANCE CHA Trustee or director, Officer | 1 | $0 |
| D SCOTT ADAMS | GOVERNOR Trustee or director | 1 | $0 |
| KELLEY RINGLAND CAINE | GOVERNOR Trustee or director | 1 | $0 |
| JAMES M DIXON | GOVERNOR Trustee or director | 1 | $0 |
| OWEN MATTHEWS ELLIOTT | GOVERNOR Trustee or director | 1 | $0 |
| GEORGE H GARZON | GOVERNOR Trustee or director | 1 | $0 |
| WILLIAM JEMISON JONES | GOVERNOR Trustee or director | 1 | $0 |
| CAROLINE LITTLE | GOVERNOR Trustee or director | 1 | $0 |
| C BEELAND NEILSEN JR | GOVERNOR Trustee or director | 1 | $0 |
| WILLIAM SHEPARD NOLEN | GOVERNOR Trustee or director | 1 | $0 |
| R SCOTT PULLIAM | GOVERNOR Trustee or director | 1 | $0 |
| WILLIAM SPENCER RAGLAND | GOVERNOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY JORDAN | GOLF PRO Key employee | 40 | $319,790 | $26,165 |
| MARK LOCKRIDGE | GENERAL MANAGER Officer | 40 | $326,769 | $18,933 |
| MATTHEW BRYAN | COURSE AND GROUNDS Key employee | 40 | $214,744 | $23,841 |
| PAUL ROSNER | TENNIS PRO Highest-paid employee | 40 | $176,125 | $24,003 |
| JAY CHRISTMAS | EXECUTIVE CHEF Highest-paid employee | 40 | $169,750 | $8,162 |
| SUSAN ZAPPIN | ASSISTANT GOLF PRO Highest-paid employee | 40 | $158,232 | $9,895 |
| TIM MOYE | CONTROLLER Officer | 40 | $143,769 | $22,780 |
| JEFFREY MAYFIELD | FOOD AND BEVERAGE D Highest-paid employee | 40 | $149,231 | $11,421 |
| SHELLY KLIMP | DIRECTOR OF FITNESS Highest-paid employee | 40 | $137,651 | $21,559 |
| BARRY PARKS | TENNIS ASSISTANT PRO Highest-paid employee | 40 | $119,967 | $11,895 |
| JOHN M WILLIAMS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| J BAILEY KNIGHT III | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES H EMACK JR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| OWENS METTHEWS ELLIOTT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS W SHOOK JR | GOLF CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN P MULKIN | COURSE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON STEWART | HOUSE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| A SIMS GARRISON | FINANCE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER G NICHOLS | TENNIS CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DAVID A ELLIOTT | LEGAL ADVISOR Trustee or director, Officer | 1 | $0 | $0 |
| JACK W ECHOLS III | MEMBERSHIP LAISON Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT L BERTE | FITNESS CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN W STILL JR | POOL CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| M OLIVER BOOTH | FACILITIES MAINTENANCE CHA Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER S ABELE | GOVERNOR Trustee or director | 1 | $0 | $0 |
| KELLEY RINGLAND CAINE | GOVERNOR Trustee or director | 1 | $0 | $0 |
| JAMES M DIXON | GOVERNOR Trustee or director | 1 | $0 | $0 |
| MILLER BEALE GIRVIN | GOVERNOR Trustee or director | 1 | $0 | $0 |
| BUCKNER W HAMILTON III | GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM JEMISON JONES | GOVERNOR Trustee or director | 1 | $0 | $0 |
| CAROLINE LITTLE | GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM SHEPARD NOLEN | GOVERNOR Trustee or director | 1 | $0 | $0 |
| R SCOTT PULLIAM | GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM M TERRY | GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM LEE THUSTON JR | GOVERNOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK LOCKRIDGE | GENERAL MANAGER Officer | 40 | $280,500 | $16,621 |
| JEFFREY JORDAN | GOLF PRO Key employee | 40 | $269,362 | $21,248 |
| MATTHEW BRYAN | COURSE AND GROUNDS Key employee | 40 | $184,779 | $20,850 |
| XAVIER GOMEZ | FORMER CHEF Highest-paid employee | 40 | $164,062 | $16,620 |
| PAUL ROSNER | TENNIS PRO Highest-paid employee | 40 | $154,519 | $17,478 |
| TIM MOYE | CONTROLLER Officer | 40 | $117,914 | $19,836 |
| SHELLY KLIMP | DIRECTOR OF FITNESS Highest-paid employee | 40 | $112,658 | $18,753 |
| BARRY PARKS | TENNIS ASSISTANT PRO Highest-paid employee | 40 | $118,987 | $11,858 |
| SUSAN ZAPPIN | ASSISTANT GOLF PRO Highest-paid employee | 40 | $120,388 | $5,357 |
| JOSE MONTALVO | FORMER FOOD AND BEVERAGE DIRECTOR Highest-paid employee | 40 | $100,949 | $19,379 |
| J BAILEY KNIGHT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| RICHARD MURRAY | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN M WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM M TERRY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS W SHOOK JR | GOLF CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN P MULKIN | COURSE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CAROLINE LITTLE | HOUSE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| A SIMS GARRISON | FINANCE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM E MATTHEWS V | TENNIS CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DAVID A ELLIOTT | LEGAL ADVISOR Trustee or director, Officer | 1 | $0 | $0 |
| JACK W ECHOLS III | MEMBERSHIP LAISON Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT L BERTE | FITNESS CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRAXTON BRAGG COMER | POOL CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| M OLIVER BOOTH | FACILITIES MAINTENANCE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER S ABELE | GOVERNOR Trustee or director | 1 | $0 | $0 |
| KELLEY RINGLAND CAINE | GOVERNOR Trustee or director | 1 | $0 | $0 |
| CAREY P GILBERT II | GOVERNOR Trustee or director | 1 | $0 | $0 |
| C HOUSTON GILLESPY JR | GOVERNOR Trustee or director | 1 | $0 | $0 |
| MILLER BEALE GIRVIN | GOVERNOR Trustee or director | 1 | $0 | $0 |
| BUCKNER W HAMILTON III | GOVERNOR Trustee or director | 1 | $0 | $0 |
| HUGH ANDERSON NEIGHBORS IV | GOVERNOR Trustee or director | 1 | $0 | $0 |
| MORGAN OSLIN OGILVIE III | GOVERNOR Trustee or director | 1 | $0 | $0 |
| MARY CATHERINE PRITCHETT | GOVERNOR Trustee or director | 1 | $0 | $0 |
| R SCOTT PULLIAM | GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM LEE THUSTON JR | GOVERNOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 130639, BIRMINGHAM, AL 35213-0639
- Principal officer (990 for 2025)
- SIMS GARRISON, 19 BEECHWOOD ROAD, BIRMINGHAM, AL 35213
- Signed the 990
- SIMS GARRISON, FINANCE CHAIRMAN
- Phone
- (205) 871-2116
- Return prepared by
- BORLAND BENEFIELD PC
Mission
TO MAINTAIN AND OPERATE A COUNTRY CLUB AND THE PHYSICAL AND RECREATIONAL FACILITIES APPURTENANT THERETO FOR THE SOCIAL BETTERMENT OF ITS MEMBERS.
Program accomplishments
- TO PROVIDE SOCIAL AND RECREATIONAL BENEFITS AND OFFER FOOD AND BEVERAGES TO ITS MEMBERSExpenses $13,557,254 · revenue $15,405,915
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0147650
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $33,257,400
- Income (IRS master file)
- $17,507,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $15,408,206 | $15,107,726 | $33,257,400 | IRS |
| 990 | December 2024 | $15,028,405 | $14,255,756 | $33,969,042 | IRS |
| 990 | December 2023 | $14,432,605 | $13,815,992 | $36,569,305 | XML |
| 990 | December 2022 | $17,112,058 | $11,489,209 | $38,813,013 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 63-0147650).
Questions about MOUNTAIN BROOK CLUB
- What is the EIN of MOUNTAIN BROOK CLUB?
- The employer identification number (EIN) of MOUNTAIN BROOK CLUB is 63-0147650.
- Is MOUNTAIN BROOK CLUB tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1949.
- Are donations to MOUNTAIN BROOK CLUB tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MOUNTAIN BROOK CLUB 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 CLUB due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOUNTAIN BROOK CLUB last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MOUNTAIN BROOK CLUB?
- The 990 for the year ended December 31, 2025 names SIMS GARRISON.
- Who are the officers and directors of MOUNTAIN BROOK CLUB?
- The 990 for the year ended December 31, 2025 lists 35 people; 10 received compensation from the organization, the highest $328,313 (MARK LOCKRIDGE, GENERAL MANAGER).
- How much revenue does MOUNTAIN BROOK CLUB have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $15,408,206, expenses of $15,107,726 and total assets of $33,257,400 at year end.
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