Learning Tree Inc
- Assets
- $13.6m
- Revenue
- $30.9m
- Investments
- $0.0
- Employees
- 976
- Location
- Mobile, AL
- Founding
- 12/1983
- Data as of
- 12/2021
- EIN
- 63-0854115
Organization Overview
Learning Tree Inc is located in Mobile, AL. The organization was established in 1983. According to its NTEE Classification (B28) the organization is classified as: Special Education, under the broad grouping of Education and related organizations. As of 12/2021, Learning Tree Inc employed 976 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Learning Tree Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Learning Tree Inc generated $30.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.1% each year. All expenses for the organization totaled $23.7m during the year ending 12/2021. While expenses have increased by 2.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO CARE FOR, EDUCATE, AND HABILITATE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN ACADEMIC AND SOCIAL SKILLS; TO CONDUCT RESEARCH ON THESE DISABILITIES; AND TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABILITIES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESIDENTIAL - TO PROVIDE TRANSPORATION, CLOTHING, MEALS, OCCUPANCY, AND AROUND THE CLOCK CARE TO THE ORGANIZATION'S RESIDENTS.
EDUCATIONAL - TO PROVIDE AN ACADEMIC ENVIRONMENT FOR STUDENTS WITH SPECIAL NEEDS.
BEHAVIORAL - TO PROVIDE COUNSELING AND THERAPEUTIC SERVICES TO THE ORGANIZATION'S STUDENTS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marc Williams Executive Director | OfficerTrustee | 40 | $127,341 |
Marcia Rossi Vice President | OfficerTrustee | 2 | $0 |
Katie Dougherty President | OfficerTrustee | 2 | $0 |
Nathan Handmacher Treasurer | OfficerTrustee | 2 | $0 |
Allison Kendall Secretary | OfficerTrustee | 2 | $0 |
Jimmie L Brown Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $4,026,945 |
| All other contributions, gifts, grants, and similar amounts not included above | $676,930 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,703,875 |
| Total Program Service Revenue | $25,157,786 |
| Investment income | $6,170 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,044,985 |
| Net Income from Fundraising Events | $31,305 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $30,944,121 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $144,374 |
| Compensation of current officers, directors, key employees. | $23,333 |
| Compensation to disqualified persons | $15,736,088 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $1,593,210 |
| Other employee benefits | $0 |
| Payroll taxes | $1,152,029 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $131,780 |
| Advertising and promotion | $43,336 |
| Office expenses | $378,230 |
| Information technology | $312,344 |
| Royalties | $0 |
| Occupancy | $906,505 |
| Travel | $66,087 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,948 |
| Interest | $33,914 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $397,066 |
| Insurance | $376,878 |
| All other expenses | $646,365 |
| Total functional expenses | $23,668,347 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,064,376 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,580,260 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $56,323 |
| Net Land, buildings, and equipment | $3,200,500 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,674,132 |
| Total assets | $13,575,591 |
| Accounts payable and accrued expenses | $354,027 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $410,612 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $727,058 |
| Total liabilities | $1,491,697 |
| Net assets without donor restrictions | $11,810,413 |
| Net assets with donor restrictions | $273,481 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $13,575,591 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Learning Tree Inc has recieved totaling $84,797.
| Awarding Organization | Amount |
|---|---|
United Way Of Southwest Alabama Inc Mobile, AL PURPOSE: PROGRAM OPERATING COST | $26,457 |
United Way Of East Central Alabama Anniston, AL PURPOSE: ASSISTANCE | $23,000 |
Community Foundation Of Northeast Alabama Anniston, AL PURPOSE: SPECIAL NEEDS RESIDENTIAL YOUTH TRANSPORTATION, LEAP INITIATIVE FOR LOW INCOME FAMILIES | $22,840 |
Lake Martin Area United Way Inc Alexander City, AL PURPOSE: GENERAL SUPPORT | $7,500 |
Ben May Charitable Trust Mobile, AL PURPOSE: APPLIED BEHAVIOR ANALYSIS SOFTWARE SYSTEM | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Atlanta International School Inc Atlanta, GA | $81,752,727 | $41,788,500 |
Atlanta Speech School Inc Atlanta, GA | $105,924,715 | $24,977,187 |
Learning Tree Inc Mobile, AL | $13,575,591 | $30,944,121 |
Currey Ingram Academy Brentwood, TN | $68,664,811 | $19,766,895 |
Cares Center Inc Jackson, MS | $2,449,159 | $17,114,688 |
The Howard School Inc Atlanta, GA | $46,587,964 | $14,630,236 |
Schenck School Inc Atlanta, GA | $49,204,547 | $13,089,821 |
Baconton Parents And Citizens For Better Education Inc Baconton, GA | $6,989,998 | $13,118,266 |
Kings Daughters School Of Maury County Tennessee Columbia, TN | $22,315,744 | $10,828,649 |
Mill Springs Academy Inc Alpharetta, GA | $16,639,612 | $7,597,542 |
Brookhaven Innovation Academy Norcross, GA | $15,037,187 | $6,615,354 |
Buffalo River Services Inc Waynesboro, TN | $4,974,303 | $6,349,506 |