Nonprofit · EIN 63-1045391
UMS-WRIGHT FOUNDATION INC
Tax-exempt · MOBILE, AL 36607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,288,585 | $712,472 | $576,113 | $12,076,212 | $0 | $12,076,212 |
| December 31, 2023 | 990 | $1,021,597 | $647,234 | $374,363 | $11,509,316 | $0 | $11,509,316 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $423,788
- Program service revenue
- $0
- Investment income
- $864,783
- Net gain from sales of assets
- $435,539
- Other revenue
- $14
Expenses
- Grants and similar amounts paid
- $637,749
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $637,749
- Management and general (functional)
- $74,723
Balance sheet and other
- Total assets, start of year
- $11,509,316
- Total assets, end of year
- $12,076,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,076,212
- Publicly traded securities
- $11,497,319
- Gross unrelated business income
- $429,258
- Gross receipts
- $3,541,188
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN S MCCLELLAND | SECRETARY Trustee or director, Officer | 0.3 | $230,000 |
| TODD MORRIS | FINANCE DIRECTOR Key employee | 0.3 | $153,500 |
| ROBERT M HOPE | TRUSTEE Trustee or director | 0.3 | $0 |
| VICTOR H LOTT JR | PRESIDENT Trustee or director, Officer | 0.3 | $0 |
| W DAVIS PILOT JR | TRUSTEE Trustee or director | 0.3 | $0 |
| MADELEINE L DOWNING | TRUSTEE Trustee or director | 0.3 | $0 |
| F MCKINLEY BELL | TRUSTEE Trustee or director | 0.3 | $0 |
| LAURA M CLARK | TRUSTEE Trustee or director | 0.3 | $0 |
| R MITCHELL SHACKELFORD | TRUSTEE Trustee or director | 0.3 | $0 |
| PAIGE B PLASH | TRUSTEE Trustee or director | 0.3 | $0 |
| ROBERT C BAIRD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| BROOKS MILLING | TRUSTEE Trustee or director | 0.3 | $0 |
| ASHLEIGH C LELAND | EX-OFFICIO Trustee or director | 0.3 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS BARBER | HEAD OF SCHOOL Key employee | 0.3 | $252,000 |
| ROBERT M HOPE | TRUSTEE Trustee or director | 0.3 | $0 |
| VICTOR H LOTT JR | PRESIDENT Trustee or director, Officer | 0.3 | $0 |
| W DAVIS PILOT JR | TRUSTEE Trustee or director | 0.3 | $0 |
| MADELEINE L DOWNING | TRUSTEE Trustee or director | 0.3 | $0 |
| MARIETTA M URQUHART | VICE PRESIDENT/TREASURER Trustee or director, Officer | 0.3 | $0 |
| JOHN S MCCLELLAND | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| F MCKINLEY BELL | TRUSTEE Trustee or director | 0.3 | $0 |
| LAURA M CLARK | TRUSTEE Trustee or director | 0.3 | $0 |
| R MITCHELL SHACKELFORD | TRUSTEE Trustee or director | 0.3 | $0 |
| PAIGE B PLASH | EX-OFFICIO Trustee or director | 0.3 | $0 |
| ROBERT C BAIRD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| BROOKS MILLING | TRUSTEE Trustee or director | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 65 MOBILE ST, MOBILE, AL 36607-3140
- In care of
- % T K JACKSON ESQ
- Principal officer (990 for 2024)
- VICTOR H LOTT, 65 MOBILE STREET, MOBILE, AL 36607
- Signed the 990
- TODD MORRIS, DIRECTOR OF FINANCE
- Phone
- (251) 470-9030
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
Mission
THE FOUNDATION PROVIDES FINANCIAL AID FOR STUDENTS OF UMS-WRIGHT PREPARATORY SCHOOL, A 501(C)(3) ORGANIZATION, AND FUNDS FOR CAPITAL IMPROVEMENTS AND REPAIRS OF SCHOOL FACILITIES.
Program accomplishments
- AMOUNTS DISTRIBUTED TO UMS-WRIGHT PREPARATORY SCHOOL TO PROVIDE FINANCIAL AID TO STUDENTSExpenses $637,749 · grants $637,749
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 | Not 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
- 63-1045391
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25I)
- Assets (IRS master file)
- $12,076,212
- Income (IRS master file)
- $3,541,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,288,585 | $712,472 | $12,076,212 | IRS |
| 990 | December 2023 | $1,021,597 | $647,234 | $11,509,316 | XML |
| 990 | December 2022 | $1,226,997 | $691,108 | $11,134,953 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 63-1045391).
Questions about UMS-WRIGHT FOUNDATION INC
- What is the EIN of UMS-WRIGHT FOUNDATION INC?
- The employer identification number (EIN) of UMS-WRIGHT FOUNDATION INC is 63-1045391.
- Is UMS-WRIGHT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to UMS-WRIGHT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UMS-WRIGHT FOUNDATION 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 UMS-WRIGHT FOUNDATION 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 UMS-WRIGHT FOUNDATION 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 UMS-WRIGHT FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names VICTOR H LOTT.
- Who are the officers and directors of UMS-WRIGHT FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $230,000 (JOHN S MCCLELLAND, SECRETARY).
- How much revenue does UMS-WRIGHT FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,288,585, expenses of $712,472 and total assets of $12,076,212 at year end.
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