ALABAMA EDUCATION RETIREES ASSOCIATION

EIN: 630510080 Education

MONTGOMERY, AL

Total Revenue
$874,580
Total Expenses
$800,255
Total Assets
$1,826,280
Net Assets
$1,825,345
🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
AL
Principal Officer
JILL JACKSON
Phone
3342624177
Tax Period
2023-09-01 to 2024-08-31

ALABAMA EDUCATION RETIREES ASSOCIATION, founded in 1955, is a small nonprofit in the Education sector that reported $846K in total revenue in fiscal year 2017. Revenue decreased 11% compared to the prior year. Expenses of $986K exceeded revenue, resulting in a 17% operating deficit.

Mission

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

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $687,241
Investment Income $98,306
Other Revenue $89,033
TOTAL REVENUE $874,580

Expense Breakdown

Grants Paid $0
Salaries & Benefits $373,635
Fundraising Expenses $0
Program Expenses $735,240
Other Expenses $426,620
TOTAL EXPENSES $800,255

Year-over-Year Comparison

2023 2022 Change
Revenue $874,580 $875,178 0.0%
Expenses $800,255 $849,098 -0.1%
Net Income $74,325 $26,080 +1.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
20
Independent Members
20
Employees
8
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
6
$107,354
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL JACKSON EXECUTIVE DI 40.00
Officer
$107,354 $0 $107,354
NANCY BERNARD 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
SUAN FANT DIRECTOR N/A
Director
$0 $0 $0
PAULINE GEORGE 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
DOROTHY IRVIN DIRECTOR N/A
Director
$0 $0 $0
ALMA WYATT JONES DIRECTOR N/A
Director
$0 $0 $0
JOHN PAUL JONES PAST PRESIDE N/A
Director
$0 $0 $0
BRENDA LOCKHART DIRECTOR N/A
Director
$0 $0 $0
DR TONI MCGRIFF PARLIAMENTAR N/A
Director
$0 $0 $0
PEGGY MOBLEY TREASURER N/A
Officer Director
$0 $0 $0
TERESA NOELL PARLIAMENATA N/A
Officer Director
$0 $0 $0
CYNTHIA PEEBLES 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 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
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
Explore More Nonprofits
→Top 100 Nonprofits in Alabama →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ALABAMA EDUCATION RETIREES ASSOCIATION with other nonprofits in Alabama and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.