BIRMINGHAM BAR ASSN AID TRUST (EIN 636050505) - 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

1955

Legal Domicile

Phone

2058203141

Tax Period

2024-01-01 to 2024-12-31

BIRMINGHAM BAR ASSN AID TRUST, founded in 1955, is a micro nonprofit that reported $17K in total revenue in fiscal year 2018. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $39K exceeded revenue, resulting in a 132% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS AND FORMER MEMBERS AND IMMEDIATE FAMILY OF MEMBERS OF THE BIRMINGHAM BAR ASSOCIATION WHO ARE IN SERIOUS NEED OF ASSISTANCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $34,284

Other Revenue $0

TOTAL REVENUE $34,284

Expense Breakdown

Grants Paid $6,633

Salaries & Benefits $4,743

Fundraising Expenses $0

Program Expenses $6,633

Other Expenses $1,352

TOTAL EXPENSES $12,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,284	$34,160	+0.0%
Expenses	$12,728	$13,542	-0.1%
Net Income	$21,556	$20,618	+0.0%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J MASON DAVIS	INDIVIDUAL TRUSTEE	N/A	Director	$0	$0	$0
GREGORY H HAWLEY	INDIVIDUAL TRUSTEE	N/A	Director	$0	$0	$0
MARDA SYDNOR	INDIVIDUALTRUSTEE	N/A	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$4,743	$0	$4,743

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	$34,284	$12,728	$561,099	$21,556
2023	$34,160	$13,542	$539,587	$20,618
2022	$5,184	$5,701	$519,057	$-517
2021	$43,511	$6,165	$519,670	$37,346
2020	$27,277	$5,428	$482,340	$21,849
2019	$16,590	$5,143	$460,393	$11,447
2018	$16,843	$39,134	$449,015	$-22,291

BIRMINGHAM BAR ASSN AID TRUST