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Nonprofit · EIN 63-1155922

CITIZENSHIP TRUST

Tax-exempt · MONTEVALLO, AL 35115

Financials

$20.2M$5M2022$8.8M$6.1M2023$18.3M$6.8M2024
Revenue Expenses · by fiscal year end
Financials of CITIZENSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$18,327,500$6,841,774$11,485,726$70,080,408$23,529,650$46,550,758
September 30, 2024990$8,759,550$6,074,766$2,684,784$59,106,227$24,041,195$35,065,032
September 30, 2023990$20,245,516$5,020,348$15,225,168$57,058,262$24,678,014$32,380,248
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$17,155,482
of which government grants
$16,653,397
Program service revenue
$368,266
Investment income
$568,398
Net income from sales of inventory
$35,735
Other revenue
$235,354

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$310,569
Other salaries and wages
$2,133,440
Salaries, compensation and benefits (total)
$3,093,404
Professional fundraising fees
$0
Legal fees
$566
Accounting fees
$40,000
Occupancy
$424,405
Travel
$217,612
Depreciation
$863,363
Program services (functional)
$4,087,175
Management and general (functional)
$2,343,199
Fundraising (functional)
$411,400

Balance sheet and other

Total assets, start of year
$59,106,227
Total assets, end of year
$70,080,408
Total liabilities, end of year
$23,529,650
Net assets, end of year
$46,550,758
Land, buildings and equipment
$43,431,470
Net assets without donor restrictions
$35,326,080
Net assets with donor restrictions
$11,224,678
Gross receipts
$18,390,443
Employees
48
Volunteers
100
Year formed
1995
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 / weekCompensationOther / benefits
ALAN B MILLERCEO/EX OFFIC
Officer
40$153,000$41,413
LOGAN GANEYCFO
Officer
40$98,037$27,938
TOM WALKERFOUNDER/PRES
Officer
2$38,000$2,980
JUDGE W KEITH WATKINSCHAIR
Officer
2$0$0
DIRECTOR CAM WARDDEPUTY CHAIR
Officer
2$0$0
STEVE PICKETTTREASURER
Officer
2$0$0
KAREN A KELLYDEPUTY TREAS
Officer
2$0$0
CAROL BROWNIMMEDIATE PA
Officer
2$0$0
TOM BUTLERFOUNDING BOA
Officer
2$0$0
DR GERI ALBRIGHTTRUSTEE
Trustee or director
2$0$0
JO BONNERTRUSTEE
Trustee or director
2$0$0
DR JACK HAWKINS JRTRUSTEE
Trustee or director
2$0$0
SAM JOHNSONTRUSTEE
Trustee or director
2$0$0
ARTHUR ORRTRUSTEE
Trustee or director
2$0$0
DR CATHY J RANDALLTRUSTEE
Trustee or director
2$0$0
16 more people on this return
NameTitleHours / weekCompensation
COL JOHN W SCHMIDTTRUSTEE
Trustee or director
2$0
HONORABLE CLAY SCOFIELDTRUSTEE
Trustee or director
2$0
ADA KATHERINE VAN WYHETRUSTEE
Trustee or director
2$0
RB WALKERTRUSTEE
Trustee or director
2$0
APRIL WEAVERTRUSTEE
Trustee or director
2$0
JORDAN HOWARDTRUSTEE
Trustee or director
2$0
ANNA HOVEYTRUSTEE
Trustee or director
2$0
MICHELLE HOPSONTRUSTEE
Trustee or director
2$0
CJ DUNCANTRUSTEE
Trustee or director
2$0
DANNY GARRETTTRUSTEE
Trustee or director
2$0
KIRK LIGHTFOOTTRUSTEE
Trustee or director
2$0
JUDGE SHARON BLACKBURNTRUSTEE
Trustee or director
2$0
DR JIM DAYTRUSTEE
Trustee or director
2$0
DR BETH HAMERTRUSTEE EMER
Trustee or director
2$0
VAUGHAN I MORRISSETTETRUSTEE EMER
Trustee or director
2$0
FRANK D WILKESTRUSTEE EMER
Trustee or director
2$0
990 for the year ended September 30, 2024: 29 people
NameTitleHours / weekCompensationOther / benefits
ALAN B MILLERCEO/EX OFFIC
Officer
40$153,000$38,715
LOGAN GANEYCFO
Officer
40$91,963$28,562
TOM WALKERFOUNDER/PRES
Officer
40$37,000$2,904
JUDGE W KEITH WATKINSCHAIR
Officer
2$0$0
DIRECTOR CAM WARDDEPUTY CHAIR
Officer
2$0$0
STEVE PICKETTTREASURER
Officer
2$0$0
KAREN A KELLYDEPUTY TREAS
Officer
2$0$0
CAROL BROWNIMMEDIATE PA
Officer
2$0$0
TOM BUTLERFOUNDING BOA
Officer
2$0$0
DR GERI ALBRIGHTTRUSTEE
Trustee or director
2$0$0
JO BONNERTRUSTEE
Trustee or director
2$0$0
BRIG GEN ED CROWELL USAF RETTRUSTEE
Trustee or director
2$0$0
DR JACK HAWKINS JRTRUSTEE
Trustee or director
2$0$0
SAM JOHNSONTRUSTEE
Trustee or director
2$0$0
MILDRED LANIER-REEDTRUSTEE
Trustee or director
2$0$0
ROOSEVELT J LEWISTRUSTEE
Trustee or director
2$0$0
GORDON G MARTINTRUSTEE
Trustee or director
2$0$0
ARTHUR ORRTRUSTEE
Trustee or director
2$0$0
DR CATHY J RANDALLTRUSTEE
Trustee or director
2$0$0
COL JOHN W SCHMIDTTRUSTEE
Trustee or director
2$0$0
HONORABLE CLAY SCOFIELDTRUSTEE
Trustee or director
2$0$0
ADA KATHERINE VAN WYHETRUSTEE
Trustee or director
2$0$0
DR WAYNE VICKERSTRUSTEE
Trustee or director
2$0$0
RB WALKERTRUSTEE
Trustee or director
2$0$0
JEREMY WARDTRUSTEE
Trustee or director
2$0$0
APRIL WEAVERTRUSTEE
Trustee or director
2$0$0
DR BETH HAMERTRUSTEE EMER
Trustee or director
2$0$0
VAUGHAN I MORRISSETTETRUSTEE EMER
Trustee or director
2$0$0
FRANK D WILKESTRUSTEE EMER
Trustee or director
2$0$0
990 for the year ended September 30, 2023: 29 people
NameTitleHours / weekCompensationOther / benefits
LOGAN GANEYCFO
Officer
40$92,438$16,560
ALAN MILLERCEO/EX OFFIC
Officer
40$69,865$17,818
TOM WALKERFOUNDER/PRES
Officer
40$71,935$8,766
DR GERI ALBRIGHTTRUSTEE
Trustee or director
2$0$0
PRESIDENT JO BONNERTRUSTEE
Trustee or director
2$0$0
DR BETH HAMERTRUSTEE
Trustee or director
2$0$0
SAM JOHNSONTRUSTEE
Trustee or director
2$0$0
MILDRED LANIER-REEDTRUSTEE
Trustee or director
2$0$0
GORDON G MARTINTRUSTEE
Trustee or director
2$0$0
DR CATHY J RANDALLTRUSTEE
Trustee or director
2$0$0
BRIG GEN ED CROWELL USAF RETTRUSTEE
Trustee or director
2$0$0
COL ROOSEVELT J LEWIS USAF RETTRUSTEE
Trustee or director
2$0$0
DR JOHN W SCHMIDTTRUSTEE
Trustee or director
2$0$0
SENATOR CLAY SCOFIELDTRUSTEE
Trustee or director
2$0$0
SENATOR ARTHUR ORRTRUSTEE
Trustee or director
2$0$0
SENATOR TOM BULTERTRUSTEE
Trustee or director
2$0$0
VAUGHN I MORRISSETTETRUSTEE
Trustee or director
2$0$0
DR WAYNE VICKERSTRUSTEE
Trustee or director
2$0$0
RB WALKERTRUSTEE
Trustee or director
2$0$0
DIRECTOR CAM WARDTRUSTEE
Trustee or director
2$0$0
JEREMY WARDTRUSTEE
Trustee or director
2$0$0
SENATOR APRIL WEAVERTRUSTEE
Trustee or director
2$0$0
FRANK D WILKESTRUSTEE
Trustee or director
2$0$0
ADA KATHERINE VAN WYHETRUSTEE
Trustee or director
2$0$0
CAROL BROWNCHAIR
Officer
2$0$0
JACK HAWKINS JRIMMEDIATE PA
Officer
2$0$0
JUDGE W KEITH WATKINSCHAIR ELECT
Officer
2$0$0
KAREN A KELLYDEPUTY TREAS
Officer
2$0$0
STEVE PICKETTTREASURER
Officer
2$0$0

Address and contacts

Address (IRS master file)
3727 HWY 119, MONTEVALLO, AL 35115-0000
In care of
% THOMAS G WALKER JR
Principal officer (990 for 2024)
ALAN B MILLER, PO BOX 6, MONTEVALLO, AL 35115
Signed the 990
ALAN B MILLER, CEO/EX OFFICIO SEC
Phone
(205) 665-3535
Return prepared by
ALDRIDGE BORDEN & COMPANY PC

Mission

TO STRENGTHEN AND RENEW THE FOUNDATIONS OF AMERICAN LIBERTY AND CONSTITUTIONAL SELF-GOVERNMENT BY ENGAGING AND INSPIRING CITIZENS AND LEADERS, WITH A SPECIAL EMPHASIS ON PROGRAMS FOR YOUNG PEOPLE.

990 for the year ended September 30, 2025

Program accomplishments

  • TO ENHANCE AND PROMOTE CITIZENSHIP EDUCATION OF YOUNG
    Expenses $4,087,175 · revenue $368,266

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 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
63-1155922
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B80)
Assets (IRS master file)
$70,080,408
Income (IRS master file)
$18,390,443

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$18,327,500$6,841,774$70,080,408XML
990September 2024$8,759,550$6,074,766$59,106,227XML
990September 2023$20,245,516$5,020,348$57,058,262XML
990September 2022$6,273,981$4,116,019$42,096,256IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––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 63-1155922).

Questions about CITIZENSHIP TRUST

What is the EIN of CITIZENSHIP TRUST?
The employer identification number (EIN) of CITIZENSHIP TRUST is 63-1155922.
Is CITIZENSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to CITIZENSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CITIZENSHIP TRUST 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 CITIZENSHIP TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CITIZENSHIP TRUST 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 CITIZENSHIP TRUST?
The 990 for the year ended September 30, 2025 names ALAN B MILLER.
Who are the officers and directors of CITIZENSHIP TRUST?
The 990 for the year ended September 30, 2025 lists 31 people; 3 received compensation from the organization, the highest $153,000 (ALAN B MILLER, CEO/EX OFFIC).
How much revenue does CITIZENSHIP TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $18,327,500, expenses of $6,841,774 and total assets of $70,080,408 at year end.

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