HUNTSVILLE EDUCATION ASSOCIATION INC (EIN 630620745) - 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

1978

Legal Domicile

Principal Officer

BONNIE GARRETT

Phone

2565337570

Tax Period

2023-09-01 to 2024-08-31

HUNTSVILLE EDUCATION ASSOCIATION INC, founded in 1978, is a small nonprofit that reported $129K in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $26K, a strong 20% operating margin.

Mission

TO PROMOTE THE WELFARE OF SCHOOL CHILDREN, THE ADVANCEMENT OF EDUCATION AND THE IMPROVEMENTS OF EDUCATIONAL OPPORTUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $153,311

Program Service Revenue $0

Investment Income $3,707

Other Revenue $0

TOTAL REVENUE $157,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,370

Fundraising Expenses $0

Other Expenses $98,236

TOTAL EXPENSES $147,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,018	$136,533	+0.2%
Expenses	$147,606	$120,724	+0.2%
Net Income	$9,412	$15,809	-0.4%

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

1735

Independent Members

1735

Employees

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
YOLANDA BLEDSOE	SECRETARY	N/A	Officer	$0	$0	$0
BONNIE GARRETT	PRESIDENT	N/A	Officer	$0	$0	$0
KECIA LAMBERT	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR CATHY MCNEAL	TREASURER	N/A	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
2024	$157,018	$147,606	$301,831	$9,412
2023	$136,533	$120,724	$292,419	$15,809
2022	$138,928	$96,206	$276,610	$42,722
2021	$141,028	$93,928	$233,888	$47,100
2020	$133,192	$84,759	$186,788	$48,433
2019	$124,057	$101,063	$138,355	$22,994
2018	$129,149	$103,317	$115,361	$25,832

HUNTSVILLE EDUCATION ASSOCIATION INC