THE NATIONAL ALUMNI SOCIETY OF UAB

EIN: 630796267 501(c)(3)

BIRMINGHAM, AL

Total Revenue
$356,641
Total Expenses
$478,570
Total Assets
$1,371,666
Net Assets
$1,329,164
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
AL
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 $357K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $479K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE MISSION OF THE UAB NATIONAL 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.

Program Service Accomplishments

Program 1
Expenses: $423,011 Revenue: $109,079

ALUMNI GRANTS, SCHOLARSHIPS, TEACHING AWARDS, ATHLETIC SUPPORT, MEMBERSHIP DEVELOPMENT, PROMOTION OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM

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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 (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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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
27
Independent Members
27
Employees
N/A
Volunteers
27

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
9
$208,572
Total Directors
27
$420,675
Key Employees
0
$0
Highest Compensated
0
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
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