University of Alabama Medical Alumni Association (EIN 630798749) - 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

1961

Legal Domicile

Principal Officer

Meredith Burns

Phone

2059344463

Tax Period

2023-10-01 to 2024-09-30

University of Alabama Medical Alumni Association, founded in 1961, is a small nonprofit in the Education sector that reported $314K in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $73K, a strong 23% operating margin.

Mission

The Association operates exclusively for the welfare and benefit of the University of Alabama School of Medicine. The Association seeks to assist in the development and support of a mutually beneficial relationship between the University of Alabama School of Medicine 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 $154,028

Program Service Revenue $36,550

Investment Income $64,778

Other Revenue $0

TOTAL REVENUE $255,356

Expense Breakdown

Grants Paid $23,677

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,267

Other Expenses $246,512

TOTAL EXPENSES $270,189

Year-over-Year Comparison

	2023	2022	Change
Revenue	$255,356	$256,256	0.0%
Expenses	$270,189	$286,060	-0.1%
Net Income	$-14,833	$-29,804	-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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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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P Michael Caruso MD	President	0.10	Officer Director	$0	$0	$0
Rebecca R Byrd MD	President-Elect	0.10	Officer Director	$0	$0	$0
V Michael Bivins MD	Past President	0.10	Officer Director	$0	$0	$0
Bridget Cobb MD	Secretary/Treasurer	0.10	Officer Director	$0	$0	$0
John Donald Kirby MD	District Vice President	0.10	Director	$0	$0	$0
David L Morrison MD	District Vice President (Feb 2024)	0.10	Director	$0	$0	$0
Anne Bruns Davis MD	District Vice President	0.10	Director	$0	$0	$0
Alexis T Mason MD	District Vice President	0.10	Director	$0	$0	$0
F Calame Sammons MD	District Vice President	0.10	Director	$0	$0	$0
Kirby I Bland MD	District Vice President	0.10	Director	$0	$0	$0
Theodis Buggs Jr MD	District Vice President	0.10	Director	$0	$0	$0
Wick J Many Jr MD	District Vice President; At Large (Feb 2024)	0.10	Director	$0	$0	$0
J Dewayne Tooson MD	At Large	0.10	Director	$0	$0	$0
Catherine L Wood MD	At Large (term ended Feb 2024)	0.10	Director	$0	$0	$0
Arnelya C Chatman MD	At Large	0.10	Director	$0	$0	$0
Hilary H Beason MD	At Large	0.10	Director	$0	$0	$0
Regina N Coleman MD	Ex Officio; At Large (term began Feb 2024)	0.10	Director	$0	$0	$0
Craig L Coe MD	Ex Officio (term began Feb 2024)	0.10	Director	$0	$0	$0
F Cleve Kinney MD	At Large (term ended Feb 2024)	0.10	Director	$0	$0	$0
Nicholas J Van Wagoner MD	At Large (Feb 2024)	0.10	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	$255,356	$270,189	$1,885,935	$-14,833
2023	$256,256	$286,060	$1,742,908	$-29,804
2022	$237,009	$226,257	$1,699,127	$10,752
2021	$221,961	$128,310	$1,893,434	$93,651
2020	$219,479	$410,940	$1,468,710	$-191,461
2019	$275,436	$234,757	$1,692,762	$40,679
2018	$313,570	$240,200	$1,677,042	$73,370

University of Alabama Medical Alumni Association