ALABAMA EDUCATION RETIREES ASSOCIATION

EIN: 630510080 Education

MONTGOMERY, AL

Total Revenue
$880,533
Total Expenses
$936,261
Total Assets
$1,769,938
Net Assets
$1,769,617
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
AL
Principal Officer
WENDY LANG
Phone
3342624177
Tax Period
2024-09-01 to 2025-08-31

ALABAMA EDUCATION RETIREES ASSOCIATION, founded in 1955, is a small nonprofit in the Education sector that reported $881K in total revenue in fiscal year 2024. Net assets of $1.8M represent 24 months of operating reserves.

Mission

TO REPRESENT THE INTERESTS OF RETIRED EDUCATORS IN THE STATE OF ALABAMA

Program Service Accomplishments

Program 1
Expenses: $866,677

MAINTAINED AN UNITIED ORGANIZATION FOR ALL EDUCATION RETIREES; COOPERATED WITH ALABAMA EDUCATIONAL ASSOCIATION ON BEHALF OF ALABAMA EDUCATION RETIREES; PROMOTED SOCIAL AND ECONOMIC WELFARE OF...

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MAINTAINED AN UNITIED ORGANIZATION FOR ALL EDUCATION RETIREES; COOPERATED WITH ALABAMA EDUCATIONAL ASSOCIATION ON BEHALF OF ALABAMA EDUCATION RETIREES; PROMOTED SOCIAL AND ECONOMIC WELFARE OF EDUCATION RETIREES

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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 $704,978
Investment Income $72,530
Other Revenue $103,025
TOTAL REVENUE $880,533

Expense Breakdown

Grants Paid $0
Salaries & Benefits $380,758
Fundraising Expenses $0
Program Expenses $866,677
Other Expenses $555,503
TOTAL EXPENSES $936,261

Year-over-Year Comparison

2024 2023 Change
Revenue $880,533 $874,580 +0.0%
Expenses $936,261 $800,255 +0.2%
Net Income $-55,728 $74,325 -1.7%
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

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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
20
Independent Members
20
Employees
10
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
7
$108,148
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL JACKSON FORMER EXEC 40.00
Officer
$108,148 $0 $108,148
WAYNE BOSWELL DIRECTOR N/A
Director
$0 $0 $0
REX CHEATHAM VICE PRESIDE N/A
Officer Director
$0 $0 $0
VIVIAN CROSBY DIRECTOR N/A
Director
$0 $0 $0
BRENDA CURRY DIRECTOR N/A
Director
$0 $0 $0
SUSAN FANT DIRECTOR N/A
Director
$0 $0 $0
DR DELAINA GREENE DIRECTOR N/A
Director
$0 $0 $0
SUSAN HELMS SECRETARY N/A
Officer Director
$0 $0 $0
PAM HENDRICK DIRECTOR N/A
Director
$0 $0 $0
SARAH HORTON PRESIDENT N/A
Officer Director
$0 $0 $0
DR JIM JOLLY DIRECTOR N/A
Director
$0 $0 $0
JOHN PAUL JONES TREASURER N/A
Director
$0 $0 $0
WENDY LANG EXECUTIVE DI 40.00
Officer Director
$0 $0 $0
BRENDA LOCKHART DIRECTOR N/A
Director
$0 $0 $0
DEBBIE LANDERS MARTIN DIRECTOR N/A
Director
$0 $0 $0
DR TONI MCGRIFF PARLIAMENTAR N/A
Director
$0 $0 $0
PEGGY MOBLEY PRESIDENT N/A
Officer Director
$0 $0 $0
ALVIN OWENS DIRECTOR N/A
Director
$0 $0 $0
THERON STOKES DIRECTOR N/A
Director
$0 $0 $0
DAVE WALES DIRECTOR N/A
Director
$0 $0 $0
MELBA WIEGAND PARLIAMENATA N/A
Officer Director
$0 $0 $0
ICIE WRILEY DIRECTOR 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 $880,533 $936,261 $1,769,938 $-55,728
2024 $874,580 $800,255 $1,826,280 $74,325
2023 $875,178 $849,098 $1,751,228 $26,080
2022 $1,017,421 $789,179 $1,725,284 $228,242
2021 $905,950 $751,480 $1,496,874 $154,470
2019 $1,046,132 $876,833 $1,226,752 $169,299
2018 $845,581 $986,272 $1,062,462 $-140,691
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