EDWARD IVEY CHARITABLE TR FOR ECONOMY

EIN: 626167545

BIRMINGHAM, AL

Total Revenue
$1,812
Total Expenses
$9,768
Total Assets
$196,155
Net Assets
$196,155
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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
1990
Legal Domicile
TN
Phone
2058203141
Tax Period
2024-01-01 to 2024-12-31

EDWARD IVEY CHARITABLE TR FOR ECONOMY, founded in 1990, is a micro nonprofit that reported $2K in total revenue in fiscal year 2024. Expenses of $10K exceeded revenue, resulting in a 439% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS THE UPKEEP OF THE ECONOMY UNITED METHODIST CHURCH CEMETERY

Program Service Accomplishments

Program 1
Expenses: $4,802

DISBURSEMENTS FOR CARE AND MAINTENANCE OF ECONOMY UNITED METHODIST CHURCH CEMETERY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,812
Other Revenue $0
TOTAL REVENUE $1,812

Expense Breakdown

Grants Paid $4,802
Salaries & Benefits $4,331
Fundraising Expenses $0
Program Expenses $4,802
Other Expenses $635
TOTAL EXPENSES $9,768

Year-over-Year Comparison

2024 2023 Change
Revenue $1,812 N/A N/A
Expenses $9,768 N/A N/A
Net Income $-7,956 $0 N/A
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REGIONS BANK TRUSTEE 1.0
$4,331 $0 $4,331
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 $1,812 $9,768 $196,155 $-7,956
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