MOUNTAIN BROOK COUNCIL PTO INC

EIN: 264085689 501(c)(3) Education

MOUNTAIN BROOK, AL

Total Revenue
$1,621,166
Total Expenses
$1,526,538
Total Assets
$506,650
Net Assets
$497,277
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
AL
Principal Officer
MARY BRADLEY ANDERSON
Phone
2058714608
Tax Period
2024-07-01 to 2025-06-30

MOUNTAIN BROOK COUNCIL PTO INC, founded in 2009, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.5M left a modest 6% surplus.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; TO SUPPORT THE EFFORTS OF PROVIDING AN EFFECTIVE, CHALLENGING, AND ENGAGING EDUCATION FOR EVERY ONE OF OUR STUDENTS; TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL,THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.

Program Service Accomplishments

Program 1
Expenses: $342,960 Revenue: $7,308

DIRECT AND INDIRECT SUPPORT FOR EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CHEROKEE BEND ELEMENTARY - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT...

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DIRECT AND INDIRECT SUPPORT FOR EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CHEROKEE BEND ELEMENTARY - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE TEACHER PROFESSIONAL DEVELOPMENT, CLASSROOM FURNITURE,TECHNOLOGY ENHANCEMENTS, CURRICULUM SUPPLEMENTS, SUPPORT FOR THE LIBRARY, PHYSICAL EDUCATION, SPECIAL EDUCATION PROGRAMS, THE WRITERS FESTIVAL,AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF CHEROKEE BEND ELEMENTARY SCHOOL, APPROXIMATELY 550, BENEFIT FROM THIS PROGRAM.

Program 2
Expenses: $305,615 Revenue: $36,508

DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT...

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DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL - PROVIDED SUPPORT FOR CURRICULUM MATERIALS,CURRICULUM ENHANCEMENT PROGRAMS,TECHNOLOGY,SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS,AND ENHANCED COMMUNICATION BETWEEN PARENTS,SCHOOLS AND TEACHERS. EXAMPLES OF SPECIFIC PROGRAMS SUPPORTED INCLUDE CLASSROOM FURNITURE AND UPDATES,TECHNOLOGY ENHANCEMENTS,CURRICULUM SUPPLEMENTS,SUPPORT FOR THE LIBRARY,PHYSICAL EDUCATION,SPECIAL EDUCATION PROGRAMS,THE WRITERS FESTIVAL,RECESS AND OUTDOOR CLASSROOM SUPPLIES AND TEACHER CLASSROOM EXPENSES. ALL THE STUDENTS OF MOUNTAIN BROOK ELEMENTARY SCHOOL, APPROXIMATELY 540, BENEFIT FROM THIS PROGRAM.

Program 3
Expenses: $362,874 Revenue: $6,042

DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL- PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS...

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DIRECT AND INDIRECT SUPPORT OF EDUCATIONAL AND SOCIAL ACTIVITIES BENEFITING THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL- PROVIDED SUPPORT FOR CURRICULUM MATERIALS, CURRICULUM ENHANCEMENT PROGRAMS, TECHNOLOGY, SOCIAL ACTIVITIES, FACULTY APPRECIATION PROGRAMS, AND ENHANCED COMMUNICATION BETWEEN PARENTS, SCHOOL AND TEACHERS. SPECIFIC EXAMPLES OF SOME OF THE PROGRAMS SUPPORTED INCLUDE NEW CLASSROOM FURNITURE,FALL FESTIVAL, SAFETY PATROL, ANTI-DRUG AWARENESS, VETERANS DAY PROGRAM, SCHOOL DIRECTORIES AND NEWSLETTERS,SUMMER READING PROGRAMS,TECHNOLOGY UPDATES,PAINTING OF GYM, SUPPORT OF ROBOTICS PROGRAM. ALL THE STUDENTS OF CRESTLINE ELEMENTARY SCHOOL, APPROXIMATELY 733, BENEFIT FROM THIS PROGRAM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,459,900
Program Service Revenue $69,368
Investment Income $4,510
Other Revenue $87,388
TOTAL REVENUE $1,621,166

Expense Breakdown

Grants Paid $1,077,130
Salaries & Benefits $0
Fundraising Expenses $31,140
Program Expenses $1,486,898
Other Expenses $449,408
TOTAL EXPENSES $1,526,538

Year-over-Year Comparison

2024 2023 Change
Revenue $1,621,166 $2,064,109 -0.2%
Expenses $1,526,538 $2,215,290 -0.3%
Net Income $94,628 $-151,181 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
800

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARON STAPLES PRESIDENT 2.00
Officer Director
$0 $0 $0
ASHLYNN FALKENBURG SMITH SECRETARY 1.00
Officer Director
$0 $0 $0
STACEY TOWNSEND TREASURER 1.00
Officer Director
$0 $0 $0
REBECCA EUBANKS LEGISLATIVE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
RACHEL WILLIAMS DISTRICT EXPRESSIONS REP 1.00
Officer Director
$0 $0 $0
TERRI LYNN WALLACE DIRECTOR 1.00
Director
$0 $0 $0
JAYNE GOEDECKE DIRECTOR 1.00
Director
$0 $0 $0
JESSICA DONALD DIRECTOR 1.00
Director
$0 $0 $0
LINDSEY DRUHAN DIRECTOR 1.00
Director
$0 $0 $0
CAROLINE WOODS DIRECTOR 1.00
Director
$0 $0 $0
MORGAN COOK DIRECTOR 1.00
Director
$0 $0 $0
DICKY BARLOW SUPERINTENDENT OF SCHOOLS 1.00
Director
$0 $0 $0
BECKY HOLT ALL IN REPRESENTATIVE 1.00
Director
$0 $0 $0
RACHEL WEINGARTNER MBCS FOUNDATION REPRESENTA 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,621,166 $1,526,538 $506,650 $94,628
2024 No data No data No data No data
2023 $1,639,509 $1,578,000 $553,830 $61,509
2022 $1,291,426 $1,275,759 $492,321 $15,667
2021 $1,200,783 $1,272,724 $476,654 $-71,941
2020 $1,124,309 $1,116,412 $548,595 $7,897
2019 $1,202,392 $1,179,437 $540,698 $22,955
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