ALABAMA POLICY INSTITUTE INC (EIN 630809568) - 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

1981

Legal Domicile

Principal Officer

STEPHANIE SMITH

Phone

2058709900

Tax Period

2023-01-01 to 2023-12-31

ALABAMA POLICY INSTITUTE INC, founded in 1981, is a small nonprofit that reported $948K in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 17% operating deficit.

Mission

SOUND PUBLIC POLICY THROUGH RESEARCH, ADVOCACY, AND PUBLIC NON-PARTISAN EDUCATION EFFORTS

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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 $1,512,545

Program Service Revenue $8,500

Investment Income $-20,259

Other Revenue $0

TOTAL REVENUE $1,500,786

Expense Breakdown

Grants Paid $527,512

Salaries & Benefits $398,128

Fundraising Expenses $78,786

Program Expenses $907,204

Other Expenses $255,726

TOTAL EXPENSES $1,184,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,500,786	$3,356,326	-0.6%
Expenses	$1,184,916	$3,294,810	-0.6%
Net Income	$315,870	$61,516	+4.1%

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

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

$121,497

Total Directors

$91,410

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE SMITH	PRESIDENT/CE	40.00	Officer Director	$91,410	$0	$91,410
CARL JONES	COO (JAN-FEB	40.00	Officer	$30,087	$0	$30,087
GARRY ARD	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE ARD	DIRECTOR	1.00	Director	$0	$0	$0
DR MARC BENDICKSON	DIRECTOR	1.00	Director	$0	$0	$0
TRINKA BRABSTON	DIRECTOR	1.00	Director	$0	$0	$0
TOM BRADFORD	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
DEE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
GREG BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KAY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DR GENE BRABSTON	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANNE BRADFORD	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN COLLIER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE COLLIER	DIRECTOR	1.00	Director	$0	$0	$0
BOB COUCH	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN COUCH	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE DUNBAR	DIRECTOR	1.00	Director	$0	$0	$0
IDA DUNBAR	DIRECTOR	1.00	Director	$0	$0	$0
JUDY GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD B GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
DON HENDRY	DIRECTOR	1.00	Director	$0	$0	$0
JANICE HENDRY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JONES	DIRECTOR	1.00	Director	$0	$0	$0
JOSH JONES	DIRECTOR	1.00	Director	$0	$0	$0
HELEN KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
NEIL KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
BRANT MCDUFFIE	DIRECTOR	1.00	Director	$0	$0	$0
SALLY MCDUFFIE	DIRECTOR	1.00	Director	$0	$0	$0
AMY MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
ALASTAIR MUIR-TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
LISA ANN MUIR-TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DANNY MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PARKER	DIRECTOR	1.00	Director	$0	$0	$0
MAYMOSS PARKER	DIRECTOR	1.00	Director	$0	$0	$0
DAINA PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
RANDY PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
TONY PUGH	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY PUGH	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SINK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA SINK	DIRECTOR	1.00	Director	$0	$0	$0
LINDA STEAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROD STEAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
KELLIE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
LEAH STIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD STIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
DALTON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT STEWART	DIRECTOR	1.00	Director	$0	$0	$0
DARCY TERRY	DIRECTOR	1.00	Director	$0	$0	$0
JIM TERRY	DIRECTOR	1.00	Director	$0	$0	$0
MARY WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN WORD	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WORD	DIRECTOR	1.00	Director	$0	$0	$0
AL WORTHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WORTHINGTON	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$1,500,786	$1,184,916	$1,061,202	$315,870
2022	$3,356,326	$3,294,810	$756,134	$61,516
2021	$1,955,003	$1,646,954	$699,257	$308,049
2020	$962,542	$956,853	$363,839	$5,689
2019	$931,674	$907,242	$270,839	$24,432
2018	$947,579	$1,107,006	$272,625	$-159,427

ALABAMA POLICY INSTITUTE INC