AUBREY LEE BROOKS FOUNDATION (EIN 566044358) - 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

1955

Legal Domicile

Principal Officer

MARY SHUPING

Phone

9195498614

Tax Period

2024-07-01 to 2025-06-30

AUBREY LEE BROOKS FOUNDATION, founded in 1955, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 57% operating margin.

Mission

PROVIDING SCHOLARSHIPS TO THREE NORTH CAROLINA UNIVERSITIES

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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 $0

Program Service Revenue $0

Investment Income $2,712,917

Other Revenue $0

TOTAL REVENUE $2,712,917

Expense Breakdown

Grants Paid $856,393

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $856,393

Other Expenses $315,639

TOTAL EXPENSES $1,172,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,712,917	$1,396,166	+0.9%
Expenses	$1,172,032	$1,240,137	-0.1%
Net Income	$1,540,885	$156,029	+8.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SHERRILL M LYBROOK	TRUSTEE	Director	$0	$0	$0
HELEN E BROOKS	TRUSTEE	Director	$0	$0	$0
JAMES TAYLOR BROOKS JR	TRUSTEE	Director	$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
N/A	TRUSTEE		$0	$0	$0
MARY SHUPING	SECRETARY & DIRECTOR	Officer	$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	$2,712,917	$1,172,032	$40,847,002	$1,540,885
2024	No data	No data	No data	No data
2023	$940,010	$865,279	$34,185,136	$74,731
2022	$2,696,989	$1,177,276	$32,037,449	$1,519,713
2021	$2,476,084	$1,146,596	$37,880,958	$1,329,488
2020	$1,256,720	$1,003,650	$30,338,718	$253,070
2019	$1,373,691	$1,140,594	$30,656,542	$233,097
2018	$1,411,636	$1,022,423	$29,968,471	$389,213

AUBREY LEE BROOKS FOUNDATION