EDUCATIONAL FOUNDATION OF THE AL SOCIETY OF CPAS (EIN 636063630) - 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

1967

Legal Domicile

Principal Officer

JEANNINE BIRMINGHAM

Phone

3348347650

Tax Period

2024-05-01 to 2025-04-30

EDUCATIONAL FOUNDATION OF THE AL SOCIETY OF CPAS, founded in 1967, is a small nonprofit in the Education sector that reported $151K in total revenue in fiscal year 2018. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 28% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO ENCOURAGE QUALIFIED STUDENTS TO ENTER THE FIELD OF ACCOUNTING AND TO PROVIDE FINANCIAL ASSISTANCE TO THOSE STUDENTS.

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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 $38,250

Program Service Revenue $0

Investment Income $83,728

Other Revenue $0

TOTAL REVENUE $121,978

Expense Breakdown

Grants Paid $21,231

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,231

Other Expenses $34,500

TOTAL EXPENSES $55,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,978	$128,214	0.0%
Expenses	$55,731	$140,896	-0.6%
Net Income	$66,247	$-12,682	-6.2%

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

$439,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNINE BIRMINGHAM	CEO	2.00	Officer	$0	$151,303	$439,439
MICHAEL BRAND	BOARD MEMBER	2.00	Director	$0	$0	$0
EMMA GUNTER	BOARD MEMBER	2.00	Director	$0	$0	$0
JON HEATH	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES WHITE JR	BOARD MEMBER	2.00	Director	$0	$0	$0
STACI KOLB	CHAIR	2.00	Officer Director	$0	$0	$0
COLBY LAKAS	BOARD MEMBER	2.00	Director	$0	$0	$0
DENA MITCHELL	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES MOODY	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN MOORE	BOARD MEMBER	2.00	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	$121,978	$55,731	$2,114,669	$66,247
2024	$128,214	$140,896	$1,953,155	$-12,682
2023	$72,817	$81,989	$1,854,990	$-9,172
2022	$106,803	$95,378	$1,880,733	$11,425
2021	$130,315	$151,753	$2,009,940	$-21,438
2020	$82,509	$112,695	$1,728,521	$-30,186
2019	$150,542	$108,160	$1,740,676	$42,382

EDUCATIONAL FOUNDATION OF THE AL SOCIETY OF CPAS