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BUSINESS AND EDUCATION ALLIANCE OF ALABAMA: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BUSINESS AND EDUCATION ALLIANCE OF ALABAMA (EIN 46-3291520)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349205861
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T15:09:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN994625061PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17550 HALCYON SUMMIT DRIVEAddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463291520EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BUSINESS AND EDUCATION ALLIANCEBusinessNameLine1Txt
Business Name Line2OF ALABAMABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBUSIBusinessNameControlTxt
Phone3348346000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 38AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361010038ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JOSEPH MORTONPersonNm
Person TitleCHAIRMAN/PRESIDENTPersonTitleTxt
Phone3342408760PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM CHAD SINGLETARY CPAPreparerPersonNm
PTINP00166368PTIN
Phone3342716678PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressBEAALABAMA.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$35,000GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,000ContributionsGiftsGrantsEtcAmt
Total Revenue$35,000TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$50,600FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$26PrintingPublicationsPostageAmt
Other Expenses Total$51,027OtherExpensesTotalAmt
Total Expenses$101,653TotalExpensesAmt
Excess Or Deficit For Year-$66,653ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$92,585NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$25,932NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$92,585BOYAmt
EOY$25,932EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,585BOYAmt
EOY$25,932EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$92,585BOYAmt
EOY$25,932EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION OF BEA IS TO FOSTER COOPERATION AMONG THE BUSINESS AND EDUCATION COMMUNITIES IN ALABAMA FOR THE GOAL OF CREATING OPPORTUNITIES TO ENSURE ALABAMA'S STUDENTS ARE THE HIGHEST PRIORITY WITH RESPECT TO POLICIES, REFORMS AND FUNDING FOR PUBLIC EDUCATION, AND THAT UPON COMPLETION OF THEIR EDUCATION, THEY ARE WORKFORCE READY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FOSTER COOPERATION AMONG BUSINESS AND EDUCATION COMMUNITIES IN ALABAMA TO ENSURE ALABAMA STUDENTS ARE HIGHEST PRIORITY WITH RESPECT TO POLICY, REFORM, AND FUNDING, AND THAT UPON COMPLETION OF THEIR EDUCATION, THEY ARE WORKFORCE READY.$0$0
CONDUCT INDEPENDENT RESEARCH ON POLICY DEVELOPMENTS FACING ALABAMA AND BE CREDIBLE SOURCE IN ALABAMA FOR UNBIASED, NONPOLITICAL, AND ACCURATE INFORMATION AND STATISTICS ON TOPICS RELATED TO ALABAMA'S PUBLIC SCHOOLS AND ECONOMIC DEVELOPMENT.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM BROOKE
BOARD MEMBER0.25$0$0$0
HELENA DUNCAN
BOARD MEMBER0.25$0$0$0
PAUL PINYAN
BOARD MEMBER0.25$0$0$0
JOSEPH B MORTON
CHAIRMAN/PRESIDENT0.25$0$0$0
JEREMY ARTHUR
SECRETARY - TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEREMY ARTHURBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 38AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361010038ZIPCd
FieldValueIRS element (for citing)
Phone3348346000PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,250CurrentTaxYearMinus1YearAmt
Current Tax Year$35,000CurrentTaxYearAmt
Total$533,023TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,250CurrentTaxYearMinus1YearAmt
Current Tax Year$35,000CurrentTaxYearAmt
Total$533,023TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$453,610SubstantialContributorsTotAmt
Public Support Total170$79,413PublicSupportTotal170Amt
Total Support$533,023TotalSupportAmt
Public Support CY1700.14900PublicSupportCY170Pct
Public Support PY1700.18700PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION C, LINE 17A - 10% FACTS-AND-CIRCUMSTANCES TESTFormAndLineReferenceDesc
ExplanationEXPLAIN WHETHER THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, MEMBERSHIP GROUP INVOLVED, GOVERNMENTAL UNITS, OR OTHER PUBLIC CHARITIES. THE ORGANIZATION'S LEADERS, INCLUDING JOSEPH B. MORTON AND JAY LOVE SPEAK AT VARIOUS MEETINGS OF STAKEHOLDERS THAT PLAY A ROLE IN ALABAMA'S PUBLIC EDUCATION SYSTEM. THEY ENCOURAGE FINANCIAL SUPPORT OF THE ORGANIZATION TO SUPPORT ITS BROAD BASED PUBLIC POLICY INITIATIVES. MANY LARGE CONTRIBUTORS ARE THEMSELVES CHARITABLE ORGANIZATIONS (501 (C)(3) ORGANIZATIONS) THAT ARE PUBLICLY SUPPORTED. EXAMPLES INCLUDE ALABAMA POWER FOUNDATION, ALFA FOUNDATION, BLUE CROSS BLUE SHIELD THE CARING FOUNDATION, AND AT&T FOUNDATION LIST ALL OTHER FACTS AND CIRCUMSTANCES, INCLUDING THE SOURCES OF SUPPORT, WHETHER THE ORGANIZATION HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND WHETHER THE ORGANIZATION GENERALLY PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. THE BUSINESS EDUCATION ALLIANCE OF ALABAMA WAS CREATED TO ASSIST IN PROVIDING THE BEST EDUCATION OPPORTUNITIES AND SKILLS TRAINING AVAILABLE FOR ALABAMA'S PUBLIC SCHOOL STUDENTS. THE ORGANIZATION HELPS TO PROVIDE THE TOOLS THAT PREPARE STUDENTS FOR THE COMPETITIVE 21ST CENTURY WORKFORCE. MAJOR INITIATIVES INCLUDE PRE-K, STRICT STANDARDS, CHARTER SCHOOLS, LEARNING INITIATIVES, CAREER TECHNOLOGIES, SCHOOL CHOICE, AND DUAL ENROLLMENT. ADDITIONAL INFORMATION CAN BE FOUND AT WWW.BEAALABAMA.COM. IF THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION, EXPLAIN WHETHER THE SOLICITATION FOR DUES-PAYING MEMBERS IS DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS FROM THE COMMUNITY, WHETHER DUES FOR INDIVIDUAL MEMBERS HAVE BEEN FIXED AT RATES DESIGNED TO MAKE MEMBERSHIP AVAILABLE TO A BROAD CROSS-SECTION OF THE INTERESTED PUBLIC, AND WHETHER THE ACTIVITIES OF THE ORGANIZATION WILL LIKELY APPEAL TO PERSONS HAVING SOME BROAD COMMON INTEREST OR PURPOSE. THE ORGANIZATION IS NOT A MEMBERSHIP ORGANIZATION.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationDESCRIPTION: TRAVEL & LODGING. AMOUNT: 978. DESCRIPTION: OFFICE SUPPLIES & EXPENSES. AMOUNT: 35. DESCRIPTION: CONSULTING SERVICES. AMOUNT: 40,000. DESCRIPTION: BUSINESS MEETINGS. AMOUNT: 142. DESCRIPTION: IT RESOURCES. AMOUNT: 1,050. DESCRIPTION: RESEARCH SERVICES. AMOUNT: 7,500. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 191. DESCRIPTION: INSURANCE. AMOUNT: 749. DESCRIPTION: POSTAGE & SHIPPING. AMOUNT: 382. TOTAL TO FORM 990-EZ, LINE 16: 51,027.ExplanationTxt

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc