ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE (EIN 311635334) - 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

1998

Legal Domicile

Principal Officer

DR QUINTON ROSS

Phone

3342294223

Tax Period

2023-08-01 to 2024-07-31

ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE, founded in 1998, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2017. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.3M, a strong 67% operating margin.

Mission

TO SUPPORT AND IMPROVE EDUCATIONAL EXCELLENCE AT ALABAMA STATE UNIVERSITY

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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 $34,443

Program Service Revenue $0

Investment Income $5,905,979

Other Revenue $0

TOTAL REVENUE $5,940,422

Expense Breakdown

Grants Paid $2,444,848

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,671,953

Other Expenses $551,185

TOTAL EXPENSES $2,996,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,940,422	$-1,908,486	-4.1%
Expenses	$2,996,033	$2,682,272	+0.1%
Net Income	$2,944,389	$-4,590,758	-1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA HUNTER	PRESIDENT	0.00	Officer Director	$0	$0	$0
DELBERT MADISON	PRESIDENT PROTEM	1.00	Officer Director	$0	$0	$0
NAPOLEON BRACY JR	MEMBER	1.00	Officer Director	$0	$0	$0
PAULETTE EDWARDS	MEMBER	1.00	Director	$0	$0	$0
LARAUNCE FLEMING	MEMBER	1.00	Director	$0	$0	$0
GEORGE GORE	MEMBER	1.00	Director	$0	$0	$0
DARRELL L HUDSON	MEMBER	1.00	Director	$0	$0	$0
MARIO LUMZY	MEMBER	1.00	Director	$0	$0	$0
TIFFANY B MCCORD	MEMBER	1.00	Director	$0	$0	$0
ANGELA MCKENZIE	MEMBER	1.00	Director	$0	$0	$0
LARRY MEANS	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER SPENCER	MEMBER	1.00	Director	$0	$0	$0
PAMELA J WARE	MEMBER	1.00	Director	$0	$0	$0
JOE WHITT SR	MEMBER	1.00	Director	$0	$0	$0

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
2024	$5,940,422	$2,996,033	$113,149,368	$2,944,389
2023	$-1,908,486	$2,682,272	$105,702,662	$-4,590,758
2022	$5,237,608	$1,038,002	$101,922,073	$4,199,606
2021	$12,381,049	$1,113,381	$112,873,590	$11,267,668
2020	$4,341,347	$986,550	$97,937,017	$3,354,797
2019	$4,308,243	$2,402,437	$90,613,066	$1,905,806
2018	$6,379,829	$2,078,282	$87,920,399	$4,301,547

ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE