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Nonprofit · EIN 63-0418302

THE ARC MONTGOMERY

Tax-exempt · MONTGOMERY, AL 36105

Financials

$4.2M$5.7M2022$6.1M$5.1M2023
Revenue Expenses · by fiscal year end
Financials of THE ARC MONTGOMERY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2024990$6,103,459$5,085,905$1,017,554$8,612,966$491,795$8,121,171
September 30, 2023990$4,206,580$5,733,256-$1,526,676$8,302,300$1,404,028$6,898,272
Financial details: 990 for the year ended September 30, 2024

Revenue

Contributions, gifts and grants
$4,371,756
of which government grants
$4,367,444
Program service revenue
$232,352
Investment income
$393,559
Net rental income
$53,087
Net gain from sales of assets
$184,322
Other revenue
$1,105,792

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$71,330
Other salaries and wages
$3,021,183
Salaries, compensation and benefits (total)
$3,446,989
Professional fundraising fees
$0
Legal fees
$17,300
Accounting fees
$219,530
Occupancy
$583,714
Travel
$153,863
Depreciation
$174,293
Program services (functional)
$3,845,193
Management and general (functional)
$1,236,793
Fundraising (functional)
$3,919

Balance sheet and other

Total assets, start of year
$8,302,300
Total assets, end of year
$8,612,966
Total liabilities, end of year
$491,795
Net assets, end of year
$8,121,171
Land, buildings and equipment
$1,171,614
Net assets without donor restrictions
$8,121,171
Gross receipts
$6,162,304
Employees
188
Volunteers
9
Year formed
1959
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
INEZ LEWISEXECUTIVE DIRECTOR
Officer
40$73,276
TOM ADAMSPRESIDENT
Trustee or director, Officer
1$0
JOHN LONGSHOREVICE PRESIDENT
Trustee or director, Officer
1$0
ANN RIDDLETREASURER
Trustee or director, Officer
1$0
ANN BERRYBOARD MEMBER
Trustee or director
1$0
GERALD R BOONEBOARD MEMBER
Trustee or director
1$0
STEVE LANDERBOARD MEMBER
Trustee or director
1$0
JEAN TRIBBLEBOARD MEMBER
Trustee or director
1$0
DIANE BURKESECRETARY
Trustee or director, Officer
1$0
JAMES PARKERBOARD MEMBER
Trustee or director
1$0
990 for the year ended September 30, 2023: 12 people
NameTitleHours / weekCompensation
INEZ LEWISINCOMING EXECUTIVE DIRECTOR
Officer
40$53,011
PAUL BROWNOUTGOING EXECUTIVE DIRECTOR
Officer
40$5,688
RICHARD HANANPRESIDENT
Trustee or director, Officer
1$0
TOM ADAMSVICE PRESIDENT
Trustee or director, Officer
1$0
ANN RIDDLETREASURER
Trustee or director, Officer
1$0
ANN BERRYBOARD MEMBER
Trustee or director
1$0
GERALD R BOONEBOARD MEMBER
Trustee or director
1$0
STEVE LANDERBOARD MEMBER
Trustee or director
1$0
JEAN TRIBBLEBOARD MEMBER
Trustee or director
1$0
DIANE BURKEBOARD MEMBER
Trustee or director
1$0
JOHN LONGSHOREBOARD MEMBER
Trustee or director
1$0
JAMES PARKERBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
4335 NORMAN BRIDGE RD, MONTGOMERY, AL 36105-3410
Principal officer (990 for 2023)
DIANE BURKE, 527 BUCKINGHAM DRIVE, MONTGOMERY, AL 36116
Signed the 990
DIANE BURKE, SECRETARY
Phone
(334) 281-6938
Return prepared by
JACKSON THORNTON & CO PC

Mission

TO ASSIST AND PROMOTE THE DEVELOPMENT OF PROGRAMS TO AID AND ADVISE PARENTS OF SOLUTIONS TO CARE AND EDUCATION PROBLEMS AND TO DEVELOP A BETTER UNDERSTANDING BY THE PUBLIC REGARDING INTELLECTUAL DISABILITIES. TO SERVE AS A CLEARING HOUSE FOR STATE AND NATIONAL ASSOCIATIONS TO PROMOTE THE COMMON CAUSE.

990 for the year ended September 30, 2024

Program accomplishments

  • LIVING FACILITIES FOR APPROXIMATELY 40 MENTALLY RETARDED CLIENTS.
    Expenses $2,050,903 · revenue $285,439
  • DEVELOPMENTAL TRAINING FOR APPROXIMATELY 230 MENTALLY RETARDED CLIENTS.
    Expenses $1,794,290 · revenue $66,220

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, 2026Not on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-0418302
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
1965
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,612,966
Income (IRS master file)
$6,162,304

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2024$6,103,459$5,085,905$8,612,966XML
990September 2023$4,206,580$5,733,256$8,302,300XML
990September 2022$4,563,342$4,203,382$10,022,509IRS
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 63-0418302).

Questions about THE ARC MONTGOMERY

What is the EIN of THE ARC MONTGOMERY?
The employer identification number (EIN) of THE ARC MONTGOMERY is 63-0418302.
Is THE ARC MONTGOMERY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to THE ARC MONTGOMERY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ARC MONTGOMERY 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 THE ARC MONTGOMERY 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 THE ARC MONTGOMERY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2024.
Who is the principal officer of THE ARC MONTGOMERY?
The 990 for the year ended September 30, 2024 names DIANE BURKE.
Who are the officers and directors of THE ARC MONTGOMERY?
The 990 for the year ended September 30, 2024 lists 10 people; 1 received compensation from the organization, the highest $73,276 (INEZ LEWIS, EXECUTIVE DIRECTOR).
How much revenue does THE ARC MONTGOMERY have?
On its 990 for the year ended September 30, 2024 it reported revenue of $6,103,459, expenses of $5,085,905 and total assets of $8,612,966 at year end.

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