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Nonprofit · EIN 63-0796105

ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION

Tax-exempt · MONTGOMERY, AL 36104

Financials

$914K$960K2022$873K$921K2023$853K$876K2024
Revenue Expenses · by fiscal year end
Financials of ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$853,050$876,166-$23,116$1,186,089$142,830$1,043,259
June 30, 2024990$873,057$920,926-$47,869$1,201,161$134,786$1,066,375
June 30, 2023990$914,217$960,102-$45,885$1,260,761$146,517$1,114,244
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$818,797
Investment income
$13,302
Net rental income
$5,839
Net gain from sales of assets
$11,000
Other revenue
$20,951

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$124,171
Other salaries and wages
$268,012
Salaries, compensation and benefits (total)
$517,444
Professional fundraising fees
$0
Accounting fees
$23,530
Occupancy
$43,720
Travel
$4,309
Depreciation
$21,456
Program services (functional)
$670,853
Management and general (functional)
$205,313

Balance sheet and other

Total assets, start of year
$1,201,161
Total assets, end of year
$1,186,089
Total liabilities, end of year
$142,830
Net assets, end of year
$1,043,259
Land, buildings and equipment
$941,617
Net assets without donor restrictions
$1,043,259
Gross receipts
$888,861
Employees
7
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.

NameTitleHours / weekCompensationOther / benefits
LINDSEY WARDEXECUTIVE DI
Officer
40$124,171$40,233
COOKIE ADAIRBOARD MEMBER
Trustee or director
0.4$0$0
BUBBA BLUEBOARD MEMBER
Trustee or director
0.4$0$0
JOE BURGBOARD MEMBER
Trustee or director
0.4$0$0
RICHARD CATERBOARD MEMBER
Trustee or director
0.4$0$0
BOB CHILDREEBOARD MEMBER
Trustee or director
0.4$0$0
MARK CLOUSERBOARD MEMBER
Trustee or director
0.4$0$0
REBEKAH CORNELISONBOARD MEMBER
Trustee or director
0.4$0$0
CYNTHIA DILLARDBOARD MEMBER
Trustee or director
0.4$0$0
JIM FIBBEBOARD MEMBER
Trustee or director
0.4$0$0
CRYS FULLERBOARD MEMBER
Trustee or director
0.4$0$0
MIKE GILLESPIEBOARD MEMBER
Trustee or director
0.4$0$0
JOHNNY GRANTBOARD MEMBER
Trustee or director
0.4$0$0
NORRIS GREENPRESIDENT
Trustee or director, Officer
0.4$0$0
PEGGY HARRISVICE PRES -
Trustee or director, Officer
0.4$0$0
16 more people on this return
NameTitleHours / weekCompensation
RALPH HELLMICHBOARD MEMBER
Trustee or director
0.4$0
THERA HERRINGPRESIDENT EL
Trustee or director, Officer
0.4$0
BUCK LEEVICE PRES -
Trustee or director, Officer
0.4$0
JOE LOVVORNBOARD MEMBER
Trustee or director
–$0
CAROLYN MIDDLETONVICE PRES -
Trustee or director, Officer
0.4$0
THOMAS MOORESECREATARY T
Trustee or director, Officer
0.4$0
CAMILLA RATLIFF-EATMANBOARD MEMBER
Trustee or director
0.4$0
PRONCEY ROBERTSONBOARD MEMBER
Trustee or director
0.4$0
WINKLER SIMSBOARD MEMBER
Trustee or director
0.4$0
STANLEY SKIPWORTHBOARD MEMBER
Trustee or director
0.4$0
JEFF SPARKSBOARD MEMBER
Trustee or director
0.4$0
MIKE SPARKSVICE PRES -
Trustee or director, Officer
0.4$0
ELLA STUBBS-JONESBOARD MEMBER
Trustee or director
0.4$0
LETONYA WILLIAMSBOARD MEMBER
Trustee or director
0.4$0
PAT WISEBOARD MEMBER
Trustee or director
0.4$0
SUSAN KEITH YOUNGBLOODBOARD MEMBER
Trustee or director
0.4$0
990 for the year ended June 30, 2024: 34 people
NameTitleHours / weekCompensationOther / benefits
LIANE KELLYEXECUTIVE DIRECTOR
Officer
40$147,646$27,706
THOMAS MOOREPRESIDENT
Trustee or director, Officer
0.4$0$0
NORRIS GREENPRESIDENT-ELECT
Trustee or director, Officer
0.4$0$0
MIKE GILLESPIEIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
0.4$0$0
THERA HERRINGVICE PRESIDENT - SOUTH CEN
Trustee or director, Officer
0.4$0$0
BUCK LEEVICE PRESIDENT - SOUTH
Trustee or director, Officer
0.4$0$0
PEGGY HARRISVICE PRESIDENT - NORTH
Trustee or director, Officer
0.4$0$0
MIKE SPARKSVICE PRESIDENT - NORTH CEN
Trustee or director, Officer
0.4$0$0
KEN MAHANSECRETARY/TREASURER
Trustee or director, Officer
0.4$0$0
COOKIE ADAIRBOARD MEMBER
Trustee or director
0.4$0$0
ELIZABETH ABERNATHYBOARD MEMBER
Trustee or director
0.4$0$0
BUBBA BLUEBOARD MEMBER
Trustee or director
0.4$0$0
JOE BORGBOARD MEMBER
Trustee or director
0.4$0$0
REBEKAH CORNELISONBOARD MEMBER
Trustee or director
0.4$0$0
CYNTHIA DILLARDBOARD MEMBER
Trustee or director
0.4$0$0
TONY DOZIERBOARD MEMBER
Trustee or director
0.4$0$0
CYRYS FULLERBOARD MEMBER
Trustee or director
0.4$0$0
JOHNNY GRANTBOARD MEMBER
Trustee or director
0.4$0$0
JOE BORGBOARD MEMBER
Trustee or director
0.4$0$0
RALPH HELLMICHBOARD MEMBER
Trustee or director
0.4$0$0
CAMILLA RATLIF-EASTMANBOARD MEMBER
Trustee or director
0.4$0$0
WINKLER SIMSBOARD MEMBER
Trustee or director
0.4$0$0
JEFF SPARKSBOARD MEMBER
Trustee or director
0.4$0$0
STANLEY SKIPWORTHBOARD MEMBER
Trustee or director
0.4$0$0
GEOGG STATUMBOARD MEMBER
Trustee or director
0.4$0$0
ELLA STUBBS-JONESBOARD MEMBER
Trustee or director
0.4$0$0
WALLY TERRYBOARD MEMBER
Trustee or director
0.4$0$0
PAT WISEBOARD MEMBER
Trustee or director
0.4$0$0
SUSAN YOUNGBLOODBOARD MEMBER
Trustee or director
0.4$0$0
JERRY FIELDINGPAST PRESIDENTS' COUNCIL E
Trustee or director
0.4$0$0
CAROLYN MIDDLETONSEIB EX-OFFICIO 1
Trustee or director
0.4$0$0
BOB CHILDREESEIB EX-OFFICIO 2
Trustee or director
0.4$0$0
JIM FIBBEERS EX-OFFICIO 1
Trustee or director
0.4$0$0
LINDSEY WARDEXECUTIVE DIRECTOR
Officer
40$0$0
990 for the year ended June 30, 2023: 35 people
NameTitleHours / weekCompensationOther / benefits
LIANE KELLYEXECUTIVE DIRECTOR
Officer
40$136,894$42,009
MIKE GILLESPIEPRESIDENT
Trustee or director, Officer
0.4$0$0
THOMAS MOOREPRESIDENT-ELECT
Trustee or director, Officer
0.4$0$0
KEN MAYSIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
0.4$0$0
NORRIS GREENVICE PRESIDENT - SOUTH CEN
Trustee or director, Officer
0.4$0$0
BUCK LEEVICE PRESIDENT - SOUTH
Trustee or director, Officer
0.4$0$0
REX REYNOLDSVICE PRESIDENT - NORTH
Trustee or director, Officer
0.4$0$0
TERRI SUMMERLINVICE PRESIDENT - NORTH CEN
Trustee or director, Officer
0.4$0$0
KEN MAHANSECRETARY/TREASURER
Trustee or director, Officer
0.4$0$0
ELIZABETH ABERNATHYBOARD MEMBER
Trustee or director
0.4$0$0
BUBBA BLUEBOARD MEMBER
Trustee or director
0.4$0$0
RICHARD CATERBOARD MEMBER
Trustee or director
0.4$0$0
JAMES COMANBOARD MEMBER
Trustee or director
0.4$0$0
REBEKAH CORNELISONBOARD MEMBER
Trustee or director
0.4$0$0
CYNTHIA DILLARDBOARD MEMBER
Trustee or director
0.4$0$0
TONY DOZIERBOARD MEMBER
Trustee or director
0.4$0$0
CYRYS FULLERBOARD MEMBER
Trustee or director
0.4$0$0
JOHNNY GRANTBOARD MEMBER
Trustee or director
0.4$0$0
PEGGY HARRISBOARD MEMBER
Trustee or director
0.4$0$0
THERA HERRINGBOARD MEMBER
Trustee or director
0.4$0$0
RALPH HELLMICHBOARD MEMBER
Trustee or director
0.4$0$0
JACKIE PEAKEBOARD MEMBER
Trustee or director
0.4$0$0
CAMILLA RATLIF-EASTMANBOARD MEMBER
Trustee or director
0.4$0$0
WINKLER SIMSBOARD MEMBER
Trustee or director
0.4$0$0
JEFF SPARKSBOARD MEMBER
Trustee or director
0.4$0$0
MIKE SPARKSBOARD MEMBER
Trustee or director
0.4$0$0
GEOGG STATUMBOARD MEMBER
Trustee or director
0.4$0$0
ELLA STUBBS-JONESBOARD MEMBER
Trustee or director
0.4$0$0
WALLY TERRYBOARD MEMBER
Trustee or director
0.4$0$0
PAT WISEBOARD MEMBER
Trustee or director
0.4$0$0
SUSAN YOUNGBLOODBOARD MEMBER
Trustee or director
0.4$0$0
JERRY FIELDINGPAST PRESIDENTS' COUNCIL E
Trustee or director
0.4$0$0
CAROLYN MIDDLETONSEIB EX-OFFICIO 1
Trustee or director
0.4$0$0
BOB CHILDREESEIB EX-OFFICIO 2
Trustee or director
0.4$0$0
JIM FIBBEERS EX-OFFICIO 1
Trustee or director
0.4$0$0

Address and contacts

Address (IRS master file)
450 S UNION ST, MONTGOMERY, AL 36104-4330
Principal officer (990 for 2024)
LINDSEY WARD, 450 SOUTH UNION ST, MONTGOMERY, AL 36104
Signed the 990
LINDSEY WARD, EXECUTIVE DIRECTOR
Phone
(334) 834-9116
Return prepared by
BRANUM & CO PC

Mission

TO PROTECT AND IMPROVE THE RETIREMENT RESOURCES OF STATE, COUNTY, CITY AND LOCAL PUBLIC BOARD RETIREES AND THEIR DESIGNATED SURVIVORS

990 for the year ended June 30, 2025

Program accomplishments

  • TO UNITE ALL RETIRED EMPLOYEES OF THE STATE OF ALABAMA AND ITS RESPECTIVE COUNTY-CITY GOVERNMENTS AND AGENCIES INTO AN ORGANIZATION TO PROMOTE THE GENERAL WELFARE OF THE RETIRED PUBLIC EMPLOYEES AND OLDER CITIZENS OF ALABAMA.
    Expenses $670,853 · revenue $833,797

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
63-0796105
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,186,089
Income (IRS master file)
$888,861

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$853,050$876,166$1,186,089XML
990June 2024$873,057$920,926$1,201,161IRS
990June 2023$914,217$960,102$1,260,761XML
990June 2022$922,234$977,517$1,298,088IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 63-0796105).

Questions about ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION

What is the EIN of ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION?
The employer identification number (EIN) of ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION is 63-0796105.
Is ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1980.
Are donations to ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION 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 RETIRED STATE EMPLOYEES ASSOCIATION 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 ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION 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 ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION?
The 990 for the year ended June 30, 2025 names LINDSEY WARD.
Who are the officers and directors of ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 31 people; 1 received compensation from the organization, the highest $124,171 (LINDSEY WARD, EXECUTIVE DI).
How much revenue does ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $853,050, expenses of $876,166 and total assets of $1,186,089 at year end.

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