Birmingham AIDS Outreach Inc (EIN 630948495) - 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

1985

Legal Domicile

Principal Officer

Paul Billings

Phone

2053224197

Tax Period

2023-10-01 to 2024-09-30

BIRMINGHAM AIDS OUTREACH INC, founded in 1985, is a community nonprofit in the Diseases & Disorders sector that reported $4.3M in total revenue in fiscal year 2017. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $4.0M left a modest 6% surplus.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR PEOPLE LIVING WITH HIV/AIDS, AT RISK, AFFECTED INDIVIDUALS, AND THE LGBTQ COMMUNITY THROUGH OUTREACH, AGE-APPROPRIATE PREVENTION EDUCATION, AND SUPPORTIVE SERVICES

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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 $13,350,442

Program Service Revenue $462,566

Investment Income $6,634

Other Revenue $1,017,127

TOTAL REVENUE $14,836,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,635,271

Fundraising Expenses $230,305

Program Expenses $12,740,522

Other Expenses $8,058,236

TOTAL EXPENSES $13,693,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,836,769	$13,454,030	+0.1%
Expenses	$13,693,507	$13,770,285	0.0%
Net Income	$1,143,262	$-316,255	-4.6%

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

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

Total Directors

$136,252

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Karen Musgrove	CEO	40.00	Director	$136,252	$0	$136,252
Greg Goodwin	CFO	40.00	Director	$0	$0	$0
Chester Porter	Member	1.00	Director	$0	$0	$0
Chris Fisher	Member-at-Large	1.00	Director	$0	$0	$0
Deek Cunnningham	Member	1.00	Director	$0	$0	$0
Gerry Stewart	Treasurer	1.00	Officer Director	$0	$0	$0
Hope Thomas	Member	1.00	Director	$0	$0	$0
Jay Draper	Vice Chair	1.00	Officer Director	$0	$0	$0
Jennifer Sumner	Member	1.00	Director	$0	$0	$0
Jordan Perchik	Member	1.00	Director	$0	$0	$0
Katie Gulas	Secretary	1.00	Officer Director	$0	$0	$0
Kristin Martin	Member	1.00	Director	$0	$0	$0
Lee Long	Member	1.00	Director	$0	$0	$0
Matthew Sledge	Member	1.00	Director	$0	$0	$0
Michael Symes	Member	1.00	Director	$0	$0	$0
Paul Billings	Chair	1.00	Officer Director	$0	$0	$0
Phil Sorensen	Member-at-Large	1.00	Director	$0	$0	$0
Randy Barton	Member	1.00	Director	$0	$0	$0
Rusty Adams	Member	1.00	Director	$0	$0	$0
Susan Mason	Member	1.00	Director	$0	$0	$0
Tony McGrath	Member	1.00	Director	$0	$0	$0
Tracee Synco	Past Chair	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	$14,836,769	$13,693,507	$3,318,525	$1,143,262
2023	$13,454,030	$13,770,285	$2,029,851	$-316,255
2022	$11,581,761	$11,553,668	$1,690,890	$28,093
2021	$8,633,711	$8,636,795	$2,102,310	$-3,084
2020	$7,837,595	$7,338,957	$2,225,417	$498,638
2019	$6,161,914	$6,001,296	$1,413,996	$160,618
2018	$4,279,735	$4,010,189	$1,322,971	$269,546

Birmingham AIDS Outreach Inc