Nonprofit · EIN 63-0510080
ALABAMA EDUCATION RETIREES ASSOCIATION INC
Tax-exempt · MONTGOMERY, AL 36104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $880,533 | $936,261 | -$55,728 | $1,769,938 | $321 | $1,769,617 |
| August 31, 2024 | 990 | $874,580 | $800,255 | $74,325 | $1,826,280 | $935 | $1,825,345 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $704,978
- Investment income
- $72,530
- Other revenue
- $103,025
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $108,148
- Other salaries and wages
- $154,660
- Salaries, compensation and benefits (total)
- $380,758
- Professional fundraising fees
- $0
- Accounting fees
- $10,890
- Occupancy
- $43,334
- Travel
- $26,489
- Depreciation
- $15,595
- Program services (functional)
- $866,677
- Management and general (functional)
- $69,584
Balance sheet and other
- Total assets, start of year
- $1,826,280
- Total assets, end of year
- $1,769,938
- Total liabilities, end of year
- $321
- Net assets, end of year
- $1,769,617
- Land, buildings and equipment
- $159,470
- Publicly traded securities
- $1,554,861
- Net assets without donor restrictions
- $1,769,617
- Gross receipts
- $880,533
- Employees
- 10
- Year formed
- 1955
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL JACKSON | FORMER EXEC Officer | 40 | $108,148 |
| WAYNE BOSWELL | DIRECTOR Trustee or director | – | $0 |
| REX CHEATHAM | VICE PRESIDE Trustee or director, Officer | – | $0 |
| VIVIAN CROSBY | DIRECTOR Trustee or director | – | $0 |
| BRENDA CURRY | DIRECTOR Trustee or director | – | $0 |
| SUSAN FANT | DIRECTOR Trustee or director | – | $0 |
| DR DELAINA GREENE | DIRECTOR Trustee or director | – | $0 |
| SUSAN HELMS | SECRETARY Trustee or director, Officer | – | $0 |
| PAM HENDRICK | DIRECTOR Trustee or director | – | $0 |
| SARAH HORTON | PRESIDENT Trustee or director, Officer | – | $0 |
| DR JIM JOLLY | DIRECTOR Trustee or director | – | $0 |
| JOHN PAUL JONES | TREASURER Trustee or director | – | $0 |
| WENDY LANG | EXECUTIVE DI Trustee or director, Officer | 40 | $0 |
| BRENDA LOCKHART | DIRECTOR Trustee or director | – | $0 |
| DEBBIE LANDERS MARTIN | DIRECTOR Trustee or director | – | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR TONI MCGRIFF | PARLIAMENTAR Trustee or director | – | $0 |
| PEGGY MOBLEY | PRESIDENT Trustee or director, Officer | – | $0 |
| ALVIN OWENS | DIRECTOR Trustee or director | – | $0 |
| THERON STOKES | DIRECTOR Trustee or director | – | $0 |
| DAVE WALES | DIRECTOR Trustee or director | – | $0 |
| MELBA WIEGAND | PARLIAMENATA Trustee or director, Officer | – | $0 |
| ICIE WRILEY | DIRECTOR Trustee or director | – | $0 |
990 for the year ended August 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL JACKSON | EXECUTIVE DI Officer | 40 | $107,354 |
| NANCY BERNARD | DIRECTOR Trustee or director | – | $0 |
| REX CHEATHAM | VICE PRESIDE Trustee or director, Officer | – | $0 |
| VIVIAN CROSBY | DIRECTOR Trustee or director | – | $0 |
| BRENDA CURRY | DIRECTOR Trustee or director | – | $0 |
| SUAN FANT | DIRECTOR Trustee or director | – | $0 |
| PAULINE GEORGE | DIRECTOR Trustee or director | – | $0 |
| SUSAN HELMS | SECRETARY Trustee or director, Officer | – | $0 |
| PAM HENDRICK | DIRECTOR Trustee or director | – | $0 |
| SARAH HORTON | PRESIDENT Trustee or director, Officer | – | $0 |
| DOROTHY IRVIN | DIRECTOR Trustee or director | – | $0 |
| ALMA WYATT JONES | DIRECTOR Trustee or director | – | $0 |
| JOHN PAUL JONES | PAST PRESIDE Trustee or director | – | $0 |
| BRENDA LOCKHART | DIRECTOR Trustee or director | – | $0 |
| DR TONI MCGRIFF | PARLIAMENTAR Trustee or director | – | $0 |
| PEGGY MOBLEY | TREASURER Trustee or director, Officer | – | $0 |
| TERESA NOELL | PARLIAMENATA Trustee or director, Officer | – | $0 |
| CYNTHIA PEEBLES | DIRECTOR Trustee or director | – | $0 |
| THERON STOKES | DIRECTOR Trustee or director | – | $0 |
| DAVE WALES | DIRECTOR Trustee or director | – | $0 |
| MELBA WIEGAND | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 828 WASHINGTON AVE, MONTGOMERY, AL 36104-3839
- Principal officer (990 for 2024)
- WENDY LANG, 828 WASHINGTON AVENUE, MONTGOMERY, AL 36104
- Signed the 990
- WENDY LANG, EXECUTIVE DIRECTOR
- Phone
- (334) 262-4177
- Website
- WWW.AERAINC.ORG
- Return prepared by
- BRANUM & CO PC
Mission
TO REPRESENT THE INTERESTS OF RETIRED EDUCATORS IN THE STATE OF ALABAMA
Program accomplishments
- MAINTAINED AN UNITIED ORGANIZATION FOR ALL EDUCATION RETIREES; COOPERATED WITH ALABAMA EDUCATIONAL ASSOCIATION ON BEHALF OF ALABAMA EDUCATION RETIREES; PROMOTED SOCIAL AND ECONOMIC WELFARE OF EDUCATION RETIREESExpenses $866,677
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 63-0510080
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20C)
- Assets (IRS master file)
- $1,769,938
- Income (IRS master file)
- $880,533
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $880,533 | $936,261 | $1,769,938 | XML |
| 990 | August 2024 | $874,580 | $800,255 | $1,826,280 | XML |
| 990 | August 2023 | $875,178 | $849,098 | $1,751,228 | IRS |
| 990 | August 2022 | $1,017,421 | $789,179 | $1,725,284 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 63-0510080).
Questions about ALABAMA EDUCATION RETIREES ASSOCIATION INC
- What is the EIN of ALABAMA EDUCATION RETIREES ASSOCIATION INC?
- The employer identification number (EIN) of ALABAMA EDUCATION RETIREES ASSOCIATION INC is 63-0510080.
- Is ALABAMA EDUCATION RETIREES ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1965.
- Are donations to ALABAMA EDUCATION RETIREES ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALABAMA EDUCATION RETIREES ASSOCIATION 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 ALABAMA EDUCATION RETIREES ASSOCIATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA EDUCATION RETIREES ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of ALABAMA EDUCATION RETIREES ASSOCIATION INC?
- The 990 for the year ended August 31, 2025 names WENDY LANG.
- Who are the officers and directors of ALABAMA EDUCATION RETIREES ASSOCIATION INC?
- The 990 for the year ended August 31, 2025 lists 22 people; 1 received compensation from the organization, the highest $108,148 (JILL JACKSON, FORMER EXEC).
- How much revenue does ALABAMA EDUCATION RETIREES ASSOCIATION INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $880,533, expenses of $936,261 and total assets of $1,769,938 at year end.
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