ALABAMA GROCERS ASSOCIATION EDUCATION FOUNDATION (EIN 631077970) - 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

1993

Legal Domicile

Principal Officer

ELLIE TAYLOR

Phone

2058235498

Tax Period

2023-01-01 to 2023-12-31

ALABAMA GROCERS ASSOCIATION EDUCATION FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $152K in total revenue in fiscal year 2023. Expenses of $132K left a modest 13% surplus.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO DESERVING STUDENTS WHO ARE RELATED TO ALABAMA'S FOOD INDUSTRY BY VIRTUE OF THEIR PARENTS' EMPLOYMENT OR THEIR OWN PART-TIME EMPLOYMENT WITH MEMBERS OF THE ALABAMA GROCERS ASSOCIATION.

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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 $145,944

Program Service Revenue $0

Investment Income $20,045

Other Revenue $-14,100

TOTAL REVENUE $151,889

Expense Breakdown

Grants Paid $49,155

Salaries & Benefits $0

Fundraising Expenses $12,577

Program Expenses $81,501

Other Expenses $82,735

TOTAL EXPENSES $131,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,889	N/A	N/A
Expenses	$131,890	N/A	N/A
Net Income	$19,999	$0	N/A

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
JAKE SIM	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
DON RICHARDSON	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
ELLIE TAYLOR	PRESIDENT	5.00	Officer Director	$0	$0	$0
TOM SAYERS	CHAIRMAN	5.00	Officer Director	$0	$0	$0
ANDREW VIRCIGLIO	TRUSTEE	1.00	Director	$0	$0	$0
ROB RENFROE	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN HARDEN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES CETRULO	TRUSTEE	1.00	Director	$0	$0	$0
JAI FREEMAN	TRUSTEE	1.00	Director	$0	$0	$0
BLAKE GILLUM	TRUSTEE	1.00	Director	$0	$0	$0
JEFF BOLAS	TRUSTEE	1.00	Director	$0	$0	$0
GLEN WILKINS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID D'AMICO	TRUSTEE	1.00	Director	$0	$0	$0
DON SPEIGNER	TRUSTEE	1.00	Director	$0	$0	$0
GENE PHILLIPS	TRUSTEE	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$151,889	$131,890	$260,186	$19,999

ALABAMA GROCERS ASSOCIATION EDUCATION FOUNDATION