BIRMINGHAM EDUCATION FOUNDATION (EIN 383214599) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

2482033030

Tax Period

2024-07-01 to 2025-06-30

BIRMINGHAM EDUCATION FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $198K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE BIRMINGHAM EDUCATION FOUNDATION IS TO CREATE EXCEPTIONAL EDUCATIONAL EXPERIENCES BY CONNECTING INNOVATIVE TEACHERS WITH COMMUNITY SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,009

Program Service Revenue $0

Investment Income $4,256

Other Revenue $31,058

TOTAL REVENUE $198,323

Expense Breakdown

Grants Paid $106,212

Salaries & Benefits $75,620

Fundraising Expenses $23,512

Program Expenses $125,117

Other Expenses $25,579

TOTAL EXPENSES $207,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,323	$156,972	+0.3%
Expenses	$207,411	$230,484	-0.1%
Net Income	$-9,088	$-73,512	-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

N/A

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
RICK KELLEY	TRUSTEE	N/A	Director	$0	$0	$0
ELIZABTH RITO	TRUSTEE	N/A	Director	$0	$0	$0
JULIE SUTHERLAND	TREASURER	N/A	Officer Director	$0	$0	$0
JENNIFER RASS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DANIEL FORBERG	TRUSTEE	N/A	Director	$0	$0	$0
ROSEMARY HALL	TRUSTEE	N/A	Director	$0	$0	$0
ALYSSA ROETHERMEL	PRESIDENT	N/A	Officer Director	$0	$0	$0
AMRITA SINGH	SECRETARY	N/A	Officer Director	$0	$0	$0
SEAN FISHER	TRUSTEE	N/A	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
2025	$198,323	$207,411	$350,645	$-9,088
2024	$156,972	$230,484	$346,560	$-73,512
2023	$203,998	$208,254	$405,593	$-4,256
2022	$233,368	$166,414	$399,510	$66,954
2021	$223,919	$201,420	$352,356	$22,499
2020	$251,157	$209,875	$341,757	$41,282
2019	$244,667	$228,712	$288,855	$15,955
2018	$228,668	$245,676	$334,788	$-17,008

BIRMINGHAM EDUCATION FOUNDATION