THE BUSINESS AND EDUCATION ALLIANCE OF ALABAMA (EIN 463291520) - 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

2013

Legal Domicile

Principal Officer

DR JOSEPH MORTON

Phone

3348346000

Tax Period

2019-01-01 to 2019-12-31

THE BUSINESS AND EDUCATION ALLIANCE OF ALABAMA, founded in 2013, is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2019. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 18% operating margin.

Mission

THE MISSION OF BEA IS TO FOSTER COOPERATION AMONG THE BUSINESS AND EDUCATION COMMUNITIES IN ALABAMA FOR THE GOAL OF CREATING OPPORTUNITIES TO ENSURE ALABAMA'S STUDENTS ARE THE HIGHEST PRIORITY WITH RESPECT TO POLICIES, REFORMS AND FUNDING FOR PUBLIC EDUCATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $204,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $204,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,000

Fundraising Expenses $34,645

Program Expenses $101,021

Other Expenses $120,211

TOTAL EXPENSES $168,211

Year-over-Year Comparison

	2019	2018	Change
Revenue	$204,500	$97,500	+1.1%
Expenses	$168,211	$193,245	-0.1%
Net Income	$36,289	$-95,745	-1.4%

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

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

$48,000

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BROOKE	BOARD MEMBER	0.25	Director	$0	$0	$0
PAUL PINYAN	BOARD MEMBER	0.25	Director	$0	$0	$0
JOSEPH B MORTON	PRESIDENT	25.00	Officer Director	$48,000	$0	$48,000
CAROL F GORDY	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
JEREMY ARTHUR	SECRETARY - TREASURER	1.00	Officer Director	$0	$0	$0
KATIE BOYD BRITT	VICE PRESIDENT	0.25	Officer 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
2019	$204,500	$168,211	$192,049	$36,289

THE BUSINESS AND EDUCATION ALLIANCE OF ALABAMA