BIRMINGHAM EDUCATION FOUNDATION (EIN 264685144) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DR ASHLEY SAMUELS

Phone

2053062061

Tax Period

2023-07-01 to 2024-06-30

BIRMINGHAM EDUCATION FOUNDATION, founded in 2009, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2017. Expenses of $1.4M left a modest 7% surplus.

Mission

INCREASING BIRMINGHAM CITY SCHOOLS' STUDENT POPULATION AND PROMOTING LIFE READINESS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $464,072

Program Service Revenue $0

Investment Income $1

Other Revenue $25,000

TOTAL REVENUE $489,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,850

Fundraising Expenses $163,950

Program Expenses $300,183

Other Expenses $194,445

TOTAL EXPENSES $516,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$489,073	$665,923	-0.3%
Expenses	$516,295	$856,640	-0.4%
Net Income	$-27,222	$-190,717	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$130,171

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENO POSEY	CHAIR	1.00	Officer Director	$0	$0	$0
GIANETTA JONES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID WOODALL	TREASURER	1.00	Officer Director	$0	$0	$0
KHADIJAH ABDULLAH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WAYMOND JACKSON	DIRECTOR	1.00	Officer Director	$0	$0	$0
EDWARD ALDAG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID K BOWSHER	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS COLTHARP	DIRECTOR	1.00	Director	$0	$0	$0
STACIA GAINES	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN GRANT	DIRECTOR	1.00	Director	$0	$0	$0
DR ALISON GRIZZLE	DIRECTOR	1.00	Director	$0	$0	$0
DARREN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
JAY MORROW	DIRECTOR	1.00	Director	$0	$0	$0
BURTON MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
G RUFFNER PAGE	DIRECTOR	1.00	Director	$0	$0	$0
JAMELLE PREWITT	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA UNDERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE BARNES	DIRECTOR	1.00	Director	$0	$0	$0
JERRY KELLY	DIRECTOR	1.00	Director	$0	$0	$0
REBA T SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
SHANI WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DR ASHLEY SAMUELS	EXECUTIVE DIRECTOR	40.00	Officer	$130,171	$0	$130,171

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	No data	No data	No data	No data
2024	$489,073	$516,295	$110,180	$-27,222
2023	$665,923	$856,640	$129,496	$-190,717
2022	$881,310	$1,197,903	$215,620	$-316,593
2021	$1,099,181	$1,313,062	$680,323	$-213,881
2020	$1,970,118	$1,816,855	$751,300	$153,263
2019	$1,549,387	$1,683,591	$590,868	$-134,204
2018	$1,478,017	$1,379,860	$731,025	$98,157

BIRMINGHAM EDUCATION FOUNDATION