Learning Tree Inc in Semmes, Alabama (AL)

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Learning Tree Inc
Employer Identification Number (EIN)630854115
Name of OrganizationLearning Tree Inc
AddressPO BOX 1306, Semmes, AL 36575-1306
ActivitiesPrivate school
SubsectionEducational Organization
Ruling Date12/1983
DeductibilityContributions are deductible
FoundationSchool
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$5,000,000 to $9,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$6,020,333
Amount of Income$19,491,701
Form 990 Revenue Amount$19,406,384
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Specialized Education Institutions


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Amount of income in 2013: $19,491,701
This organization: 

 $19,491,701
Other organizations performing similar types of work: 

 $5,683,031

Assets in 2013: $6,020,333
Learning Tree Inc: 

 $6,020,333
Other organizations performing similar types of work: 

 $7,453,780

Expenses in 2012: $18,583,498
This organization: 

 $18,583,498
Other organizations performing similar types of work: 

 $4,979,151

Income to expenses ratio in 2012: 1.0
Learning Tree Inc: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2005: 93.5%
This organization: 

 93.5%
Other organizations performing similar types of work: 

 85.4%

Number of employees in 2012: 869
This organization: 

 869
Other organizations performing similar types of work: 

 113

Grants share in income in 2012: 0.9%
Learning Tree Inc: 

 0.9%
Other organizations performing similar types of work: 

 11.5%

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$18,816,277
Contributions, Gifts, Grants and Other Similar Amounts$175,817
Program Service Revenue$18,638,911
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$2,010
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net loss from sales of assets other than inventory$-461
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0
Less: cost or other basis and sales expenses (Securities / Other)$0 / $461
Gain or (loss) (Securities / Other)$0 / $-461
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2012)
Total functional expenses$18,583,498
Compensation of current officers, directors, trustees, and key employees$297,860
Other salaries and wages$12,758,699
Payroll taxes$1,078,411
Professional fundraising services$0
Other$4,448,528
Balance Sheet (for 2012)
Total assets$5,624,037
Total liabilities$1,913,280
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$762,991
Other$1,150,289
Total net assets or fund balances$3,710,757
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:A school described in section 170(b)(1)(A)(ii)
Revenue, Expenses, and Changes in Net Assets or Fund Balances
2005
Total revenue$16,117,874
Contributions, gifts, grants, and similar amounts received$56,162
Contributions to donor advised funds
Direct public support$56,162
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$16,054,786
Membership dues and assessments$0
Interest on savings and temporary cash investments$6,926
Dividends and interest from securities$0
Net rental income or (loss)$0
Gross rents$0
Less: rental expenses$0
Other investment income$0
Gain or (loss) from sales of assets other than inventory$0
Gross amount from sales of assets other than inventory$0
Less: cost or other basis and sales expenses$0
Net income or (loss) from special events and activities$0
Gross revenue$0
Less: direct expenses other than fundraising expenses$0
Gross profit or (loss) from sales of inventory$0
Gross sales of inventory, less returns and allowances$0
Less: cost of goods sold$0
Other revenue$0
Total expenses$15,757,235
Program services$14,734,535
Management and general$1,022,700
Fundraising$0
Payments to affiliates$0
Net assets or fund balances at end of year$3,883,520
Excess or (deficit) for the year$360,639
Net assets or fund balances at beginning of year$3,522,881
Other changes in net assets or fund balances$0
Statement of Functional Expenses (for 2005)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$15,757,235$14,734,535$1,022,700$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$108,660$58,160$50,500$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$10,640,456$10,630,446$10,010$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$280,379$280,379$0$0
Payroll taxes$678,850$673,800$5,050$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$22,105$0$22,105$0
Supplies$416,287$216,399$199,888$0
Telephone$104,419$93,979$10,440$0
Postage and shipping$449$0$449$0
Occupancy$555,512$555,512$0$0
Equipment rental and maintenance$423,214$401,184$22,030$0
Printing and publications$20,719$0$20,719$0
Travel$199,862$99,931$99,931$0
Conferences, conventions, and meetings$0$0$0$0
Interest$48,936$0$48,936$0
Depreciation, depletion, etc.$178,980$178,980$0$0
Other expenses not covered above$2,078,407$1,545,765$532,642$0
Balance Sheets
2005
Total assets$5,121,052
Cash - non-interest-bearing$1,051,610
Savings and temporary cash investments$0
Accounts receivable less allowance for doubtful accounts$1,341,546
Pledges receivable less allowance for doubtful accounts$0
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0
Inventories for sale or use$0
Prepaid expenses and deferred charges$0
Investments - publicly-traded securities
Investments - other securities$0
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$82,565
Land, buildings, and equipment less accumulated depreciation$2,456,614
Other assets, including program-related investments$188,717
Total liabilities$1,237,532
Accounts payable and accrued expenses$679,028
Grants payable$0
Deferred revenue$0
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$0
Mortgages and other notes payable$558,504
Other liabilities$0
Total liabilities and net assets/fund balances$5,121,052
Total net assets or fund balances$3,883,520
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2005
Total revenue$0
Total revenue, gains, and other support per audited financial statements$0
Other expenses$0
Net unrealized gains on investments$0
Donated services and use of facilities$0
Recoveries of prior year grants$0
Other$0
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2005
Total expenses$0
Total expenses and losses per audited financial statements$0
Other revenue$0
Donated services and use of facilities$0
Prior year adjustments$0
Losses$0
Other$0
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings4
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006389
Analysis of Income-Producing Activities (for 2005)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$0$16,061,712
Program service revenue
Program service revenue 1000000$000$0$16,054,786
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$6,926
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2005)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2005)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$57,000$0$0
$72,634$0$0
$59,531$0$0
$60,000$0$0
$65,000$0$0
Total number of other employees paid over $50,00013
Statements About Activities (for 2005)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isSchool
Support Schedule
2004
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2005)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Learning Tree IncPO BOX 1306, Semmes, AL 36575-1306AL1983-12$19,491,701
2Weston County Childrens Center104 Stampede St, Newcastle, WY 82701-3037WY1981-12$1,867,504
3Vail Meadows Ctr For Habilitation Options Insuring Childrens Educati, Meadows Choice1853 South Ave, Toledo, OH 43609-2086OH1999-06$1,697,386
4Singing River Educational Association IncPO BOX 594, Lucedale, MS 39452-0594MS1967-01$1,174,649
5Vanguard School Of Coconut Grove Florida Inc3939 Main Hwy, Coconut Grove, FL 33133-6512FL1983-10$874,485
6Waadookodaading Charter School, Waadookodaading Inc7585n Trepania Road, Hayward, WI 54843WI2009-06$739,231
7Spring Bilingual Montessouri Academy3514 Plyers Mill Rd, Kensington, MD 20895-2517MD1971-11$668,641
8Union County Assoc For Mentally Retarded & Handicapped Children, New Haven SchoolPO BOX 135, New Albany, MS 38652-0135MS2000-09$164,395
9Vanguard Preparatory SchoolPo Box 64537, Tucson, AZ 85728AZ2006-09$28,015
10World Of Learning, Tutoring Club Of Arcadia147 W Palm Ave, Monrovia, CA 91016CA2007-08$23,368
11Tda Foundation620 S Main St, Bountiful, UT 84010-6401UT2001-01$5,001
12Asian-American Mission Academy Inc135 Fort Lee Rd Suite 205, Leonia, NJ 07605NJ2000-07$0
13Avery Center Inc2028 Liberty Rd, Eldersburg, MD 21784-6677MD2008-04$0
14Childrens Hope Center Inc131 Hwy 184, Toccoa, GA 30577GA1999-09$0
15Chung Do Kwan Of Indianapolis Inc1 American Sq Ste 82001, Indianapolis, IN 46282-0034IN1999-08$0
16Crimson Dragon Martial Arts Inc87 Edwards Road, Lacona, NY 13083NY2007-09$0
17Dorothy Mcconner Educational Enrichment Program5907 N Placita Del Conde, Tucson, AZ 85718AZ1998-07$0
18Educational Options Foundation300 N Ladd St, Pontiac, IL 61764-1612IL1999-08$0
19Eugene Chinese SchoolP O Box 51593, Eugene, OR 97405OR2006-09$0
20Faith Youth Academy4582 Sheraton Cir, Brookshire, TX 77423-9228TX1999-09$0
Number of organizations performing similar types of work
Alabama1
Arkansas3
Arizona3
California16
Colorado2
Connecticut4
District of Columbia2
Delaware1
Florida4
Georgia8
Iowa1
Illinois6
Indiana4
Kentucky3
Massachusetts10
Maryland7
Michigan2
Minnesota3
Missouri2
Mississippi2
North Carolina2
New Hampshire1
New Jersey11
New York16
Ohio1
Oregon2
Pennsylvania11
Rhode Island2
South Carolina1
Tennessee3
Texas10
Utah1
Virginia3
Washington1
Wisconsin2
Wyoming2
International1
Total154

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