ANNIE SUE KELLY HUMPHREY MEM TRUST

EIN: 636101728 501(c)(3)

BIRMINGHAM, AL

Total Revenue
$99,542
Total Expenses
$44,305
Total Assets
$1,643,289
Net Assets
$1,643,289
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
AL
Phone
2058203141
Tax Period
2023-01-01 to 2023-12-31

ANNIE SUE KELLY HUMPHREY MEM TRUST, founded in 1972, is a micro nonprofit that reported $66K in total revenue in fiscal year 2018. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 67% 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

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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%)

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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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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