ANNIE SUE KELLY HUMPHREY MEM TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Phone

2058203141

Tax Period

2023-01-01 to 2023-12-31

ANNIE SUE KELLY HUMPHREY MEM TRUST, founded in 1976, is a micro nonprofit that reported $100K in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 55% operating margin.

Mission

TO PROVIDE AND TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR SUPERANNUATE MINISTERS OF THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH

Program Service Accomplishments

Program 1

Expenses: $22,000

TRANSFER HOMES TO THE BOARD OF SUPERANNUATE HOMES FOR THE NORTH ALABAMA CONFERENCE OF THE UNITED METHODIST CHURCH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $99,542

Other Revenue $0

TOTAL REVENUE $99,542

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $19,385

Fundraising Expenses $0

Program Expenses $22,000

Other Expenses $2,920

TOTAL EXPENSES $44,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,542	$45,383	+1.2%
Expenses	$44,305	$44,213	+0.0%
Net Income	$55,237	$1,170	+46.2%

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

N/A

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
N/A	TRUSTEE	1.0		$15,938	$0	$15,938

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	$99,542	$44,305	$1,643,289	$55,237
2022	$45,383	$44,213	$1,589,227	$1,170
2021	$146,952	$342,252	$1,571,973	$-195,300
2020	$173,468	$24,631	$1,745,290	$148,837
2019	$81,487	$263,154	$1,596,813	$-181,667
2018	$66,295	$21,847	$1,778,052	$44,448