Mountain Brook City Schools Foundation (EIN 631072587) - 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

1992

Legal Domicile

Principal Officer

Kristin Ritter

Phone

2054140042

Tax Period

2023-06-01 to 2024-05-31

Mountain Brook City Schools Foundation, founded in 1992, is a small nonprofit in the Education sector that reported $890K in total revenue in fiscal year 2018. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 26% operating margin.

Mission

The mission of the Foundation is to mobilize community support and resources for the academic improvement of the school system. Funds raised become part of a permanent endowment.

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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 $772,814

Program Service Revenue $0

Investment Income $163,961

Other Revenue $0

TOTAL REVENUE $936,775

Expense Breakdown

Grants Paid $587,696

Salaries & Benefits $104,049

Fundraising Expenses $157,073

Program Expenses $587,696

Other Expenses $220,108

TOTAL EXPENSES $911,853

Year-over-Year Comparison

	2023	2022	Change
Revenue	$936,775	$-391	-2396.8%
Expenses	$911,853	$29,114	+30.3%
Net Income	$24,922	$-29,505	-1.8%

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

112

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

$94,861

Total Directors

$94,861

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Key R Hudson	Past President	0.25	Officer Director	$0	$0	$0
Kristin Ritter	President	5.00	Officer Director	$0	$0	$0
Morgan Cook	Development Chair	1.50	Officer Director	$0	$0	$0
Hunter Craig	Investment Chair	1.50	Officer Director	$0	$0	$0
Britt A Redden	Programs and Needs Chair	1.00	Officer Director	$0	$0	$0
Glen Estess Jr	General Counsel	1.00	Officer Director	$0	$0	$0
Lee Alice Estes	Treasurer	1.50	Director	$0	$0	$0
Greg Butrus	Board Member	0.10	Director	$0	$0	$0
Will Davis	Board Member	0.10	Director	$0	$0	$0
Cheryl A Collat	Board Member	0.10	Director	$0	$0	$0
Faith Couvillon	Board Member	0.10	Director	$0	$0	$0
Katie Bee Marshall	Board Member	0.50	Director	$0	$0	$0
Ensley Darnall	Board Member	1.00	Director	$0	$0	$0
Thames Schoenvogel	Board Member	0.25	Director	$0	$0	$0
Davis Goodson	Board Member	0.10	Director	$0	$0	$0
Joanna Hufham	Board Member	0.25	Director	$0	$0	$0
Diane Waud	Board Member	0.10	Director	$0	$0	$0
Eric Kelly	Board Member	0.10	Director	$0	$0	$0
Jeff Lloyd	Board Member	0.25	Director	$0	$0	$0
David E Malone	Board Member	1.50	Director	$0	$0	$0
John Miller	Board Member	0.10	Director	$0	$0	$0
Wally Nall III	Board Member	0.25	Director	$0	$0	$0
George C Pelekis	Board Member	0.25	Director	$0	$0	$0
Bragan Petrey	Board Member	0.25	Director	$0	$0	$0
Billy Pritchard	Board Member	0.25	Director	$0	$0	$0
Bill Rodrigues	Board Member	0.25	Director	$0	$0	$0
Barry A Staples	Board Member	0.25	Director	$0	$0	$0
Craig Stephens	Board Member	0.25	Director	$0	$0	$0
Dan Thomasson	Board Member	0.10	Director	$0	$0	$0
Bennett White	Vice President	1.00	Officer Director	$0	$0	$0
Rachel Weingartner	Secretary and Employee	40.00	Officer Director	$94,861	$0	$94,861
Tara Davis	Board Member	0.10	Director	$0	$0	$0
Rhonda Hennessy	Board Member	0.10	Director	$0	$0	$0
Hallett Johnson	Board Member	0.10	Director	$0	$0	$0
Andy Robison	Board Member	0.10	Director	$0	$0	$0
Justin Weintraub	Board Member	0.10	Director	$0	$0	$0
Leigh Haver	Board Member	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
2025	No data	No data	No data	No data
2024	$936,775	$911,853	$12,950,081	$24,922
2023	$760,400	$792,526	$11,072,958	$-32,126
2023	$-391	$29,114	$11,062,820	$-29,505
2022	$1,759,679	$777,149	$10,803,638	$982,530
2021	$2,106,750	$939,409	$11,248,766	$1,167,341
2020	$663,387	$649,494	$8,936,492	$13,893
2019	$889,716	$655,149	$9,561,001	$234,567

Mountain Brook City Schools Foundation