BIRMINGHAM REGIONAL PARATRANSIT CONSORTIUM (EIN 631173997) - 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

1996

Legal Domicile

Principal Officer

SHARI SPENCER

Phone

2053258787

Tax Period

2023-10-01 to 2024-09-30

BIRMINGHAM REGIONAL PARATRANSIT CONSORTIUM, founded in 1996, is a community nonprofit in the Public & Societal Benefit sector that reported $4.3M in total revenue in fiscal year 2017.

Mission

TO COORDINATE AND OVERSEE THE PROVISION OF PARATRANSIT SERVICES IN THE GREATER BIRMINGHAM AREA IN ORDER TO IMPROVE THE COST EFFICIENCY, INCREASE THE QUANTITY AND IMPROVE THE QUALITY OF PARATRANSIT SERVICE.

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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 $3,927,160

Program Service Revenue $141,756

Investment Income $20,217

Other Revenue $52,008

TOTAL REVENUE $4,141,141

Expense Breakdown

Grants Paid $32,621

Salaries & Benefits $1,539,904

Fundraising Expenses $0

Program Expenses $2,812,640

Other Expenses $1,843,495

TOTAL EXPENSES $3,416,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,141,141	$2,802,977	+0.5%
Expenses	$3,416,020	$3,290,036	+0.0%
Net Income	$725,121	$-487,059	-2.5%

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

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

$94,393

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER CARTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE INMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL FORTNER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTIE PANNELL-HESTER	MEMBER	1.00	Director	$0	$0	$0
MAYOR GARY RICHARDSON	MEMBER	1.00	Director	$0	$0	$0
FRED HAWKINS	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHARI SPENCER	EXECUTIVE DIRECTOR	40.00	Officer	$83,034	$11,359	$94,393

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	$4,141,141	$3,416,020	$2,599,042	$725,121
2023	$2,802,977	$3,290,036	$1,945,719	$-487,059
2022	$2,435,478	$2,965,950	$2,587,277	$-530,472
2021	$2,267,538	$2,404,291	$3,094,577	$-136,753
2020	$4,090,762	$3,408,045	$2,972,954	$682,717
2019	$4,971,985	$5,106,150	$2,492,229	$-134,165
2018	$4,254,650	$4,313,035	$2,545,015	$-58,385

BIRMINGHAM REGIONAL PARATRANSIT CONSORTIUM