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Nonprofit · EIN 63-0854115

LEARNING TREE INC

Tax-exempt · MOBILE, AL 36693

Financials

$27.7M$24.9M2023$29.5M$27.5M2024
Revenue Expenses · by fiscal year end
Financials of LEARNING TREE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$29,506,300$27,484,422$2,021,878$19,545,432$2,729,897$16,815,535
December 31, 2023990$27,712,694$24,866,674$2,846,020$18,057,255$3,263,598$14,793,657
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$95,623
Program service revenue
$29,092,205
Investment income
$318,472
Net gain from sales of assets
$55,028
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$264,192
Salaries, compensation and benefits (total)
$20,342,143
Professional fundraising fees
$0
Occupancy
$1,153,608
Travel
$112,224
Depreciation
$606,622
Program services (functional)
$22,812,073
Management and general (functional)
$4,397,507
Fundraising (functional)
$274,842

Balance sheet and other

Total assets, start of year
$18,057,255
Total assets, end of year
$19,545,432
Total liabilities, end of year
$2,729,897
Net assets, end of year
$16,815,535
Land, buildings and equipment
$7,983,075
Net assets without donor restrictions
$16,684,483
Net assets with donor restrictions
$131,052
Gross receipts
$29,562,016
Employees
830
Volunteers
0
Year formed
1983
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARC WILLIAMSEXECUTIVE DIRECTOR
Trustee or director, Officer
40$143,615
BENJAMIN ROGERSDIRECTOR OF OPERATIONS
Highest-paid employee
40$120,577
KATIE DOUGHERTYPRESIDENT
Trustee or director, Officer
2$0
MARCIA ROSSIVICE PRESIDENT
Trustee or director, Officer
2$0
ALLISON KENDALLSECRETARY
Trustee or director, Officer
2$0
NATHAN HANDMACHERTREASURER
Trustee or director, Officer
2$0
JIMMIE L BROWNBOARD MEMBER
Trustee or director
2$0
DR JOHN W CALDWELL IVBOARD MEMBER
Trustee or director
2$0
J ALAN TAUTONBOARD MEMBER
Trustee or director
2$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
MARC WILLIAMSEXECUTIVE DIRECTOR
Trustee or director, Officer
40$144,408
BENJAMIN ROGERSDIRECTOR OF OPERATIONS
Highest-paid employee
40$120,946
KATIE DOUGHERTYPRESIDENT
Trustee or director, Officer
2$0
MARCIA ROSSIVICE PRESIDENT
Trustee or director, Officer
2$0
ALLISON KENDALLSECRETARY
Trustee or director, Officer
2$0
NATHAN HANDMACHERTREASURER
Trustee or director, Officer
2$0
JIMMIE L BROWNBOARD MEMBER
Trustee or director
2$0
DR JOHN W CALDWELL IVBOARD MEMBER
Trustee or director
2$0
J ALAN TAUTONBOARD MEMBER
Trustee or director
2$0

Address and contacts

Address (IRS master file)
5451 ABLE CT, MOBILE, AL 36693-3100
Principal officer (990 for 2024)
MARC WILLIAMS, PO BOX 9994, MOBILE, AL 36691
Signed the 990
MARC WILLIAMS, EXECUTIVE DIRECTOR
Phone
(251) 824-4188
Return prepared by
CRI ADVISORS LLC

Mission

TO CARE FOR, EDUCATE, AND HABILITATE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN ACADEMIC AND SOCIAL SKILLS; TO CONDUCT RESEARCH ON THESE DISABILITIES; AND TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABILITIES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITES.

990 for the year ended December 31, 2024

Program accomplishments

  • RESIDENTIAL THE ORGANIZATION OFFERS A COMMUNITY-BASED RESIDENTIAL OPTION FOR CHILDREN AND ADOLESCENTS, AGES 6-21 THAT HAVE SIGNIFICANT BEHAVIOR CHALLENGES.
    Expenses $17,864,877 · revenue $23,428,470
  • EDUCATIONAL THE ORGANIZATION DELIVERS EDUCATIONAL SERVICES IN ONE OF OUR COMMUNITY-BASED SCHOOL CAMPUSES.
    Expenses $3,572,975 · revenue $3,022,037
  • BEHAVIORAL AND CLINIC THE ORGANIZATION PROVIDES OTHER INDIVIDUALIZED SERVICES IN RESIDENTIAL OR CLINICAL SETTINGS SUCH AS VOCATIONAL SKILL TRAINING, ADVANCED MEDICAL SERVICES, APPLIED BEHAVIOR ANALYSIS, SPEECH THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, DIETARY SERVICES, AND MORE.
    Expenses $1,374,221 · revenue $2,120,692

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
63-0854115
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1983
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$19,545,432
Income (IRS master file)
$29,562,016

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$29,506,300$27,484,422$19,545,432IRS
990December 2023$27,712,694$24,866,674$18,057,255XML
990December 2022$22,120,352$22,197,315$14,682,760IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 63-0854115).

Questions about LEARNING TREE INC

What is the EIN of LEARNING TREE INC?
The employer identification number (EIN) of LEARNING TREE INC is 63-0854115.
Is LEARNING TREE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to LEARNING TREE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEARNING TREE 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 LEARNING TREE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEARNING TREE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LEARNING TREE INC?
The 990 for the year ended December 31, 2024 names MARC WILLIAMS.
Who are the officers and directors of LEARNING TREE INC?
The 990 for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $143,615 (MARC WILLIAMS, EXECUTIVE DIRECTOR).
How much revenue does LEARNING TREE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $29,506,300, expenses of $27,484,422 and total assets of $19,545,432 at year end.

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