ALABAMA FEDERAL & STATE TAX INSTITUTE Charity Report

Public IRS 990 nonprofit record

ALABAMA FEDERAL & STATE TAX INSTITUTE

EIN 63-0947130 · Ambulatory & Primary Health Care (E30)

What they do

to ISSUE SCHOLARSHIPS to STUDENTS WITH ACADEMIC EXCELLENCE WHO ARE PURSUING ADVANCED DEGREES IN TAX ACCOUNTING AT THE UNIVERSITY of ALABAMA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $99.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders42 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

88.44%of revenue went to mission work99.1% of expenses · Program services

$89.23spent for every $100 of revenueRevenue covered expenses this year.

$1.35in assets for every $1 spent this yearSome assets cannot be spent right away.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$149,150

Mission workProgram services$131,91588.44% of revenue99.1% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$16,06010.77% of revenueShown in gray on the chart

Total expenses$133,09089.23% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 99.1% mission · 0.0% management · 0.0% fundraisingTotal expenses: 89.23% of revenue

2023Expense mix: 99.6% mission · 0.0% management · 0.0% fundraisingTotal expenses: 109.38% of revenue

2022Expense mix: 98.1% mission · 0.0% management · 0.0% fundraisingTotal expenses: 61.94% of revenue

2021Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 167.82% of revenue

2020Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 87.89% of revenue

2019Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 82.13% of revenue

2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 81.60% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 73.20% of revenue

Money in and money out

Revenue$149,150

Expenses$133,090

Annual surplus $16,060 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$131,915 · 99.1% of expenses

See all reported dollar amounts

Revenue$149,150

Expenses$133,090

Assets$179,194

Income$149,150

Mission work (program services)$131,915

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (42)

RACHEL TAYLORBOARD MEMBER

JOHN LYLEBOARD MEMBER

KAREN MILLERADVISOR

KEVIN CONREYBOARD MEMBER

KIM SMITHBOARD MEMBER

LLOYD SHELTONBOARD MEMBER

MARTY BROWNBOARD MEMBER

MICHAEL DALTONBOARD MEMBER

MICHAEL KASSOUFBOARD MEMBER

MIRIT EYAL-COHENADVISOR

MYRA ROBERTSCHAIR

JOE CHAMBERSBOARD MEMBER

REBECCA GRAHAMBOARD MEMBER

ROBERT RICCIOBOARD MEMBER

ROGER BOATNERBOARD MEMBER

SCOTT BROWNINGPAST CHAIR

SEAN INGRAMBOARD MEMBER

STEPHEN MOOREBOARD MEMBER

STEVEN PEARSONBOARD MEMBER

THOMAS MAHONEYBOARD MEMBER

VINCENT SCHILLECIBOARD MEMBER

DANIEL LEVERTONBOARD MEMBER

ASHLEY JONESBOARD MEMBER

BERT SIMSBOARD MEMBER

BILL LORIMERBOARD MEMBER

BLAKE MADISONBOARD MEMBER

BRADLEY MAYHEWBOARD MEMBER

BRADLEY SKLARBOARD MEMBER

BRIAN SMITHWECKBOARD MEMBER

CHASE CAMPBELLBOARD MEMBER

CHRIS SIMMONSBOARD MEMBER

CLIFF JACKSONTREASURER

ANTHONY WILLOUGHBYBOARD MEMBER

DANIEL REYERBOARD MEMBER

DAVID HUMBERSECRETARY

EMILEE SCHEEFCHAIR-ELECT

GUNTER PRICEBOARD MEMBER

HANNAH CASSADYBOARD MEMBER

HEATHER PERKINSBOARD MEMBER

JAMES LONGBOARD MEMBER

JAROT SCARBOUGHBOARD MEMBER

JEANNINE BIRMINGHAMPRESIDENT/CE

About this charity

Recognized since: January 1989
Location: 1041 LONGFIELD CT, MONTGOMERY, AL 36117-8056
County: Montgomery
In care of: % ALABAMA SOCIETY OF CPAS
Primary officer: JEANNINE BIRMINGHAM, PRESIDENT/CEO

How to reach them

Phone(334) 834-7650

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990EZ
Tax preparer: ALDRIDGE BORDEN & COMPANY PC
NTEE classification: Ambulatory & Primary Health Care (E30)
IRS tax category: Ambulatory & Primary Health Care