THE NATIONAL ALUMNI SOCIETY OF UAB (EIN 630796267) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

JENNIFER BRELAND

Phone

2059343555

Tax Period

2023-10-01 to 2024-09-30

THE NATIONAL ALUMNI SOCIETY OF UAB, founded in 1979, is a small nonprofit that reported $506K in total revenue in fiscal year 2017. Expenses of $437K left a modest 14% surplus.

Mission

THE MISSION OF THE UAB ALUMNI SOCIETY IS TO SUPPORT THE UNIVERSITY IN ITS PURSUIT OF EXCELLENCE IN TEACHING, RESEARCH, AND PUBLIC SERVICE AND TO CREATE, FOSTER, AND NURTURE A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN THE UNIVERSITY, ITS STUDENTS AND ALUMNI.THE PURPOSE OF THIS ORGANIZATION SHALL BE TO PROMOTE THE WELFARE AND EXCELLENCE OF THE UNIVERSITY OF ALABAMA BIRMINGHAM AND TO ASSIST IN THE DEVELOPMENT AND SUPPORT OF A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN UAB AND ITS ALUMNI. THE SOCIETY IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES FOR THE PROMOTION OF UAB AND ITS ALUMNI.

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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 $201,898

Program Service Revenue $90,894

Investment Income $0

Other Revenue $63,849

TOTAL REVENUE $356,641

Expense Breakdown

Grants Paid $118,998

Salaries & Benefits $0

Fundraising Expenses $19,019

Program Expenses $423,011

Other Expenses $359,572

TOTAL EXPENSES $478,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$356,641	$420,088	-0.2%
Expenses	$478,570	$570,624	-0.2%
Net Income	$-121,929	$-150,536	-0.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$208,572

Total Directors

$420,675

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR CATHERINE AMOS	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SHERI ROBINSON	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
SAM MILLER	PRESIDENT	2.00	Officer Director	$0	$1,045	$9,045
JOHNNY BATES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ARMMON CARTER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
THOMAS CEASAR	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
D'ANN SOMERALL	VICE PRESIDENT	2.00	Officer Director	$0	$43	$10,193
SCOTT MORAN	TREASURER	2.00	Officer Director	$0	$0	$0
DR HILARY BEASON	DIRECTOR	2.00	Director	$0	$0	$0
KATHY BOSWELL	DIRECTOR	2.00	Director	$0	$0	$0
MARLON CHAMBERS	DIRECTOR	2.00	Director	$0	$0	$0
LISA DEARAUJO	DIRECTOR	2.00	Director	$0	$0	$0
LUCAS GAMBINO	DIRECTOR	2.00	Director	$0	$0	$0
DEIDRA GARRETT	DIRECTOR	2.00	Director	$0	$0	$0
JAIME GIANGROSSO	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN GREENWOOD	DIRECTOR	2.00	Director	$0	$0	$0
DR LINDSEY HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
DR CHUNG HOW KAU	DIRECTOR	2.00	Director	$0	$87,662	$401,437
DR JAMES KILGORE	DIRECTOR	2.00	Director	$0	$0	$0
RODERICK LIPTROT	DIRECTOR	2.00	Director	$0	$0	$0
TERRANCE MOULTRIE	DIRECTOR	2.00	Director	$0	$0	$0
DR PHILIP MUSA	DIRECTOR	2.00	Director	$0	$0	$0
HELEN STINSON	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA SZARENSKI	DIRECTOR	2.00	Director	$0	$0	$0
BRITTNI TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
DR CHIJIOKE ULASI	DIRECTOR	2.00	Director	$0	$0	$0
ELI USSERY	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BRELAND	EXECUTIVE DIRECTOR	40.00	Officer	$0	$39,218	$189,334

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	$356,641	$478,570	$1,371,666	$-121,929
2023	$420,088	$570,624	$1,505,304	$-150,536
2022	$1,260,585	$1,229,261	$701,629	$31,324
2021	$1,182,379	$273,479	$722,734	$908,900
2020	$407,246	$373,661	$396,935	$33,585
2019	$428,055	$339,145	$414,450	$88,910
2018	$505,790	$436,560	$428,742	$69,230

THE NATIONAL ALUMNI SOCIETY OF UAB