ALABAMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 630393137) - 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

1975

Legal Domicile

Principal Officer

JEANNINE BIRMINGHAM

Phone

3348347650

Tax Period

2024-05-01 to 2025-04-30

ALABAMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1975, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018. Expenses of $2.5M left a modest 5% surplus.

Mission

THE SOCIETY WAS ORGANIZED TO PROMOTE THE COMMON PROFESSIONAL INTERESTS OF ALABAMA CERTIFIED PUBLIC ACCOUNTANTS. THE SOCIETY OFFERS CONTINUING PROFESSIONAL EDUCATION TO MEMBERS AND NONMEMBERS AND PROMOTES THE PROFESSION OF ACCOUNTING THROUGH VARIOUS ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,256

Program Service Revenue $2,635,872

Investment Income $267,733

Other Revenue $87,099

TOTAL REVENUE $3,009,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,434,946

Fundraising Expenses $0

Program Expenses $2,131,241

Other Expenses $1,660,275

TOTAL EXPENSES $3,095,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,009,960	$2,889,068	+0.0%
Expenses	$3,095,221	$2,871,979	+0.1%
Net Income	$-85,261	$17,089	-6.0%

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

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

$458,858

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNINE BIRMINGHAM	PRESIDENT/CE	40.00	Officer	$288,136	$151,303	$439,439
ANNAMARIE JONES	CFO	2.00	Officer	$19,419	$0	$19,419
JAMEY CARROLL	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHY DOVER	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER FORRESTER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRUCE FRYER	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW HILBURN	BOARD MEMBER	2.00	Director	$0	$0	$0
KENDRA JAMES	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES WHITE JR	PAST CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN MCCLEOD	BOARD MEMBER	2.00	Director	$0	$0	$0
JEREMY MOSTELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA PAUL	BOARD MEMBER	2.00	Director	$0	$0	$0
ROB PEARSON	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL PERRY	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
SARAH PROPPER	CHAIR	2.00	Officer Director	$0	$0	$0
DENNIS SHERRIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH WYNN	BOARD MEMBER	2.00	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
2025	$3,009,960	$3,095,221	$6,640,976	$-85,261
2024	$2,889,068	$2,871,979	$6,398,727	$17,089
2023	$2,561,079	$2,689,853	$5,799,169	$-128,774
2022	$2,715,173	$2,539,190	$5,818,557	$175,983
2021	$2,425,305	$2,139,925	$6,140,761	$285,380
2020	$2,766,818	$2,598,713	$4,814,627	$168,105
2019	$2,657,066	$2,516,396	$5,069,519	$140,670

ALABAMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS