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Nonprofit · EIN 63-1119589

TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC

Tax-exempt · JASPER, AL 35503

Financials

$1.8M$1.8M2022$1.9M$1.8M2023$1.8M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,811,520$1,713,331$98,189$2,033,139$1,124,266$908,873
September 30, 2024990 (amended)$1,902,303$1,797,100$105,203$1,914,987$1,103,047$811,940
September 30, 2023990$1,835,401$1,830,680$4,721$1,953,095$1,246,360$706,735
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$14,648
Program service revenue
$1,786,674
Investment income
$10,198
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$853,264
Salaries, compensation and benefits (total)
$1,123,343
Professional fundraising fees
$0
Accounting fees
$18,812
Occupancy
$11,500
Travel
$59,444
Program services (functional)
$1,591,969
Management and general (functional)
$121,362

Balance sheet and other

Total assets, start of year
$1,914,987
Total assets, end of year
$2,033,139
Total liabilities, end of year
$1,124,266
Net assets, end of year
$908,873
Land, buildings and equipment
$340,277
Gross receipts
$1,811,520
Employees
27
Year formed
1997
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
TAMMY BACKBD. MEM
Trustee or director
–$0
BRIDGET BRUNNERBD. MEM
Trustee or director
–$0
CHELI JACOBSBD. MEM
Trustee or director
–$0
KADE LUEPNITZBD. MEM
Trustee or director
–$0
LINDA MARCHBANKSBD. MEM
Trustee or director
–$0
ALISKA MONROEBD. MEM
Trustee or director
–$0
TERESA SHERERBD. MEM
Trustee or director
–$0
SARAH WEBBBD. MEM
Trustee or director
–$0
LINDA BENDERBD. MEM-PRES
Officer
–$0
BRENDA DOSSBD. MEM - SE
Officer
–$0
RUBY JOHNSONBD. MEM - VI
Officer
–$0
SUSAN WEEKSBD. MEM-TREA
Officer
–$0
990 for the year ended September 30, 2024: 12 people
NameTitleHours / weekCompensation
TAMMY BACKBD. MEM
Trustee or director
–$0
BRIDGET BRUNNERBD. MEM
Trustee or director
–$0
DON DOLLARBD. MEM
Trustee or director
–$0
KELSEY DOLLARBD. MEM
Trustee or director
–$0
RUBY JOHNSONBD. MEM
Trustee or director
–$0
LINDA MARCHBANKSBD. MEM
Trustee or director
–$0
ALISKA MONROEBD. MEM
Trustee or director
–$0
LINDA WINNBD, MEM
Trustee or director
–$0
DON BELLBD. MEM-VICE
Officer
–$0
LINDA BENDERBD. MEM-PRES
Officer
–$0
CHELI JACOBSBD. MEM-SECR
Officer
–$0
SUSAN WEEKSBD. MEM-TREA
Officer
–$0
990 for the year ended September 30, 2023: 12 people
NameTitleHours / weekCompensation
TAMMY BACKBD. MEM
Trustee or director
–$0
BRIDGET BRUNNERBD. MEM
Trustee or director
–$0
DON DOLLARBD. MEM
Trustee or director
–$0
KELSEY DOLLARBD. MEM
Trustee or director
–$0
RUBY JOHNSONBD. MEM
Trustee or director
–$0
LINDA MARCHBANKSBD. MEM
Trustee or director
–$0
ALISKA MONROEBD. MEM
Trustee or director
–$0
LINDA WINNBD, MEM
Trustee or director
–$0
DON BELLBD. MEM-VICE
Officer
–$0
LINDA BENDERBD. MEM-PRES
Officer
–$0
CHELI JACOBSBD. MEM-SECR
Officer
–$0
SUSAN WEEKSBD. MEM-TREA
Officer
–$0

Address and contacts

Address (IRS master file)
143 HIGHWAY 5, JASPER, AL 35503-6547
In care of
% LINDA BENDER
Principal officer (990 for 2024)
PEGGY WHITAKER, 143 HWY 5, JASPER, AL 35504
Signed the 990
PEGGY WHITAKER, EXEC DIRECTOR
Phone
(205) 384-4953
Return prepared by
R SCOTT COLE CPA

Mission

THE TRI COUNTY AGENCY FOR INTELLECTUAL DISABILITIES, INC. PRIMARY EXEMPT PURPOSE IS THAT OF PLANNING AND TAKING STEPS LEADING TO COMPREHENSIVE STATE AND COMMUNITY ACTION TO COMBAT ALL FORMS OF MENTAL RETARDATION AND OTHER DEVELOPMENTAL DISABILITIES. THE SERVICES ARE FUNDED TO A GREAT DEGREE BY CONTRACTS ENTERED INTO WITH THE ALABAMA DEPARTMENT OF MENTAL HEALTH.

990 for the year ended September 30, 2025

Program accomplishments

  • CASE MANAGEMENT AND RELATED SERVICES WITH THE FOCUS GROUP BEING ADULTS AND CHILDREN - FOLLOWS CLOSELY THE LIFE AND PROGRESS OF NON-INSTITUTIONALIZED INDIVIDUALS WITH INTELLECTUAL DISABILITIES, MONITORING ALL ATTEMPTS TO PROVIDE THEM WITH MAINSTREAM COMMUNITY SERVICES.
    Expenses $524,363 · revenue $777,289
  • EARLY INTERVENTION CASE MANAGEMENT AND RELATED SERVICES - ASSISTANCE GIVEN IN FOLLOWING INDIVIDUAL CHILD CASES, AND PROVIDING EDUCATIONAL AND OTHER SERVICES THERETO.
    Expenses $1,067,606 · revenue $1,014,409

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, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-1119589
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P80)
Assets (IRS master file)
$2,033,139
Income (IRS master file)
$1,811,520

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,811,520$1,713,331$2,033,139XML
990September 2024$1,902,303$1,797,100$1,914,987XML
990September 2023$1,835,401$1,830,680$1,953,095XML
990September 2022$1,706,879$1,632,347$1,735,638IRS
990September 2021–––IRS
990September 2020–––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 63-1119589).

Questions about TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC

What is the EIN of TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC?
The employer identification number (EIN) of TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC is 63-1119589.
Is TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES 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 TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC 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 TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC?
The 990 for the year ended September 30, 2025 names PEGGY WHITAKER.
Who are the officers and directors of TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC?
The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does TRICOUNTY AGENCY FOR INTELLECTUAL DISABILITIES INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,811,520, expenses of $1,713,331 and total assets of $2,033,139 at year end.

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