ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION

EIN: 630796105

MONTGOMERY, AL

Total Revenue
$853,050
Total Expenses
$876,166
Total Assets
$1,186,089
Net Assets
$1,043,259
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
AL
Principal Officer
LINDSEY WARD
Phone
3348349116
Tax Period
2024-07-01 to 2025-06-30

ALABAMA RETIRED STATE EMPLOYEES ASSOCIATION is a small nonprofit that reported $853K in total revenue in fiscal year 2024.

Mission

TO PROTECT AND IMPROVE THE RETIREMENT RESOURCES OF STATE, COUNTY, CITY AND LOCAL PUBLIC BOARD RETIREES AND THEIR DESIGNATED SURVIVORS

Program Service Accomplishments

Program 1
Expenses: $670,853 Revenue: $833,797

TO UNITE ALL RETIRED EMPLOYEES OF THE STATE OF ALABAMA AND ITS RESPECTIVE COUNTY-CITY GOVERNMENTS AND AGENCIES INTO AN ORGANIZATION TO PROMOTE THE GENERAL WELFARE OF THE RETIRED PUBLIC EMPLOYEES AND...

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TO UNITE ALL RETIRED EMPLOYEES OF THE STATE OF ALABAMA AND ITS RESPECTIVE COUNTY-CITY GOVERNMENTS AND AGENCIES INTO AN ORGANIZATION TO PROMOTE THE GENERAL WELFARE OF THE RETIRED PUBLIC EMPLOYEES AND OLDER CITIZENS OF ALABAMA.

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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 $818,797
Investment Income $13,302
Other Revenue $20,951
TOTAL REVENUE $853,050

Expense Breakdown

Grants Paid $0
Salaries & Benefits $517,444
Fundraising Expenses $0
Program Expenses $670,853
Other Expenses $358,722
TOTAL EXPENSES $876,166

Year-over-Year Comparison

2024 2023 Change
Revenue $853,050 $873,057 0.0%
Expenses $876,166 $920,926 0.0%
Net Income $-23,116 $-47,869 -0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
30
Independent Members
30
Employees
7
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
8
$164,404
Total Directors
30
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDSEY WARD EXECUTIVE DI 40.00
Officer
$124,171 $40,233 $164,404
COOKIE ADAIR BOARD MEMBER 0.40
Director
$0 $0 $0
BUBBA BLUE BOARD MEMBER 0.40
Director
$0 $0 $0
JOE BURG BOARD MEMBER 0.40
Director
$0 $0 $0
RICHARD CATER BOARD MEMBER 0.40
Director
$0 $0 $0
BOB CHILDREE BOARD MEMBER 0.40
Director
$0 $0 $0
MARK CLOUSER BOARD MEMBER 0.40
Director
$0 $0 $0
REBEKAH CORNELISON BOARD MEMBER 0.40
Director
$0 $0 $0
CYNTHIA DILLARD BOARD MEMBER 0.40
Director
$0 $0 $0
JIM FIBBE BOARD MEMBER 0.40
Director
$0 $0 $0
CRYS FULLER BOARD MEMBER 0.40
Director
$0 $0 $0
MIKE GILLESPIE BOARD MEMBER 0.40
Director
$0 $0 $0
JOHNNY GRANT BOARD MEMBER 0.40
Director
$0 $0 $0
NORRIS GREEN PRESIDENT 0.40
Officer Director
$0 $0 $0
PEGGY HARRIS VICE PRES - 0.40
Officer Director
$0 $0 $0
RALPH HELLMICH BOARD MEMBER 0.40
Director
$0 $0 $0
THERA HERRING PRESIDENT EL 0.40
Officer Director
$0 $0 $0
BUCK LEE VICE PRES - 0.40
Officer Director
$0 $0 $0
JOE LOVVORN BOARD MEMBER N/A
Director
$0 $0 $0
CAROLYN MIDDLETON VICE PRES - 0.40
Officer Director
$0 $0 $0
THOMAS MOORE SECREATARY T 0.40
Officer Director
$0 $0 $0
CAMILLA RATLIFF-EATMAN BOARD MEMBER 0.40
Director
$0 $0 $0
PRONCEY ROBERTSON BOARD MEMBER 0.40
Director
$0 $0 $0
WINKLER SIMS BOARD MEMBER 0.40
Director
$0 $0 $0
STANLEY SKIPWORTH BOARD MEMBER 0.40
Director
$0 $0 $0
JEFF SPARKS BOARD MEMBER 0.40
Director
$0 $0 $0
MIKE SPARKS VICE PRES - 0.40
Officer Director
$0 $0 $0
ELLA STUBBS-JONES BOARD MEMBER 0.40
Director
$0 $0 $0
LETONYA WILLIAMS BOARD MEMBER 0.40
Director
$0 $0 $0
PAT WISE BOARD MEMBER 0.40
Director
$0 $0 $0
SUSAN KEITH YOUNGBLOOD BOARD MEMBER 0.40
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 $853,050 $876,166 $1,186,089 $-23,116
2024 $873,057 $920,926 $1,201,161 $-47,869
2023 $914,217 $960,102 $1,260,761 $-45,885
2022 $922,234 $977,517 $1,298,088 $-55,283
2021 $871,049 $861,930 $1,337,156 $9,119
2020 $911,219 $995,765 $1,335,850 $-84,546
2019 $933,035 $1,005,038 $1,418,269 $-72,003
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