2025-04-15T20:55:48-05:00 2024-05-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2023-06-01 630310782 UMS-WRIGHT CORPORATION UMS- 2514796551 65 NORTH MOBILE STREET MOBILE AL 36607 TODD MORRIS DIRECTOR OF FINANCE 2514796551 2025-04-15 1 0 APRIL B BOUDREAUX P00288170 2513431200 2025-04-15 2023 2025-03-06 01:10:19Z TODD MORRIS 65 NORTH MOBILE STREET MOBILE AL 36607 23210383 0 X WWW.UMS-WRIGHT.ORG X 1983 AL THE ORGANIZATION PROVIDES EDUCATION FOR PRESCHOOL THROUGH 12TH GRADE -- INCLUDING ACADEMIC INSTRUCTION, STUDENT ACTIVITIES, ATHLETICS, AND CAFETERIA SERVICES. 30 30 221 0 0 0 3207846 2802556 17278780 18253041 39713 352563 1606446 1792602 22132785 23200762 0 0 0 0 12646692 13281601 0 0 189575 8689270 9376929 21335962 22658530 796823 542232 48854502 49522665 5829963 5955601 43024539 43567064 THE ORGANIZATION PROVIDES EDUCATION FOR PRESCHOOL - 12TH GRADE -- INCLUDING ACADEMIC INSTRUCTION, STUDENT ACTIVITIES, AND CAFETERIA SERVICES. 0 0 17225021 20047638 UMS-WRIGHT HAD APPROXIMATELY 1,278 STUDENTS ENROLLED IN PRESCHOOL THROUGH 12TH GRADES DURING THE '23-'24 SCHOOL YEAR. 17225021 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 55 0 221 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TODD MORRIS 2514709030 65 NORTH MOBILE STREET MOBILE AL 36607 ASHLEIGH C LELAND TRUSTEE - CHAIRMAN 1.00 X X 0 0 0 FRANK J LOTT III TRUSTEE - CO-CHAIRMAN 1.00 X X 0 0 0 KRISTEN B DELANEY TRUSTEE - CO-CHAIRMAN 1.00 X X 0 0 0 WALSH L ARENDALL TRUSTEE 1.00 X 0 0 0 ROBERT C BAIRD III TRUSTEE 1.00 X 0 0 0 JOEL B BULLARD III TRUSTEE 1.00 X 0 0 0 CELE C CAMERON TRUSTEE 1.00 X 0 0 0 ANGUS R COOPER III TRUSTEE 1.00 X 0 0 0 CURRAN D FOOSE TRUSTEE 1.00 X 0 0 0 LIZ D FREEMAN TRUSTEE 1.00 X 0 0 0 MARA B GIPSON TRUSTEE 1.00 X 0 0 0 MARGARET W GLEASON TRUSTEE 1.00 X 0 0 0 ALVIN K HOPE TRUSTEE 1.00 X 0 0 0 ROBERT M HOPE JR TRUSTEE 1.00 X 0 0 0 BRAD ISRAEL TRUSTEE 1.00 X 0 0 0 VIRGINIA S JEFFERY TRUSTEE 1.00 X 0 0 0 DONALD P KELLY TRUSTEE 1.00 X 0 0 0 ABBY G KENNEDY TRUSTEE 1.00 X 0 0 0 ALLEN H LADD TRUSTEE 1.00 X 0 0 0 M BANCROFT MCMURPHY III TRUSTEE 1.00 X 0 0 0 BROOKS P MILLING TRUSTEE 1.00 X 0 0 0 P BRADLEY MURRAY TRUSTEE 1.00 X 0 0 0 HILTON MOSTELLAR TRUSTEE 1.00 X 0 0 0 W DAVIS PILOT III TRUSTEE 1.00 X 0 0 0 PAIGE B PLASH TRUSTEE 1.00 X 0 0 0 BEN M RADCLIFF JR TRUSTEE 1.00 X 0 0 0 MIKELL W TAYLOR TRUSTEE 1.00 X 0 0 0 H WINCHESTER THURBER INV TRUSTEE 1.00 X 0 0 0 SARAH L WATKINS TRUSTEE 1.00 X 0 0 0 JEFF F WESTON JR TRUSTEE 1.00 X 0 0 0 TONY HAVARD PRESIDENT 40.00 X 103236 0 0 DOUGLAS BARBER HEAD OF SCHOOL 40.00 X 257511 0 0 TODD MORRIS DIR-FINANCE 40.00 X 151417 0 0 TERRY CURTIS ATHLETIC DIRECTOR 40.00 X 148367 0 0 WESLEY LATHAN PRINCIPAL 40.00 X 116917 0 0 777448 0 0 5 0 1 0 0 631692 2170864 2802556 TUITION 611600 17824268 17824268 TECHNOLOGY FEES 611600 278250 278250 STUDENT FEES 611600 150523 150523 18253041 352563 352563 40250 0 40250 40250 40250 7626 9621 -1995 -1995 MISCELLANEOUS INCOME 611710 805327 805327 RESOURCE CENTER FEES 611710 348015 348015 ATHLETIC INCOME 611710 251787 251787 349218 349218 1754347 23200762 20047638 0 350568 88333 88333 11128829 8412872 2634957 81000 403467 302600 96832 4035 856730 642548 205615 8567 804242 603182 193018 8042 14439 14439 66537 66537 1012671 759503 253168 10080 10080 34373 25780 8593 1822397 1421293 401104 482052 361539 120513 INSTRUCTION 1797361 1797361 TUITION DISCOUNTS & ASS 1392101 1140222 251879 REPAIR AND MAINTENANCE 544131 408098 136033 LEASES 510178 382634 127544 1690609 967389 635289 87931 22658530 17225021 5243934 189575 6879176 8031378 1000 0 395375 625092 2398 48568 45404 71604 73995105 34691055 39977274 39304050 1382842 1441973 171033 0 48854502 49522665 1533310 1824423 4296653 4131178 5829963 5955601 X 39136602 39589412 3887937 3977652 43024539 43567064 48854502 49522665 542232 293 0 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9250396 9250396 9250396 9250396 9250396 9250396 9250396 9250396 9250396 9250396 0 1 1 2194388 2194388 31164344 12664528 18499816 28873022 11038807 17834215 10729352 10080171 649181 1033999 907549 126450 39304050 AMOUNTS HELD ON BEHALF OF OTHERS 1032063 DEFERRED REVENUES (TUITION) 1634656 DUE TO UMS-WRIGHT FOUNDATION 878 FINANCE LEASE LIABILITIES 592425 OPERATING LEASE LIABILITIES 871156 4131178 X 22956202 -254181 -254181 23210383 -9621 -9621 23200762 22413971 9621 9621 22404350 254181 254181 22658531 PART V, LINE 4: THE UMS-WRIGHT FOUNDATION, INC. PROVIDES FINANCIAL AID FOR STUDENTS OF UMS-WRIGHT PREPARATORY SCHOOL AND FUNDS FOR CAPITAL IMPROVEMENTS AND REPAIR OF SCHOOL FACILITIES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND COMPARABLE STATE LAW, AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE SCHOOL HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION DISCOUNTS PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER ADVERTISEMENT X 0 0 0 0 0 0 0 0 0 DOUGLAS BARBER HEAD OF SCHOOL 257511 0 0 0 0 0 0 0 0 0 257511 0 0 0 TODD MORRIS DIR-FINANCE 151417 0 0 0 0 0 0 0 0 0 151417 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR AND ASSISTANT FINANCE DIRECTOR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS UPDATED AND THE INFORMATION IS DISCLOSED DURING THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR KEY EMPLOYEES AND TOP MANAGEMENT INVOLVES A REVIEW BY A COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE IRS WEBSITE. AFTER THE ANNUAL AUDIT IS COMPLETE, THE REQUIRED FORMS ARE POSTED BY THE IRS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. UMS-WRIGHT FOUNDATION INC 65 MOBILE STREET MOBILE AL 36607 631045391 HOLDS AND INVESTS FUNDS AND OTHER ASSETS FOR SOLE USE AND BENEFIT OF SCHOOL AL 501(C)(3) 509(A)(1) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UMS-WRIGHT FOUNDATION INC C CASH GIFTS