UAB EDUCATIONAL FOUNDATION (EIN 636155094) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

BERNARD MAYS JR

Phone

2059342447

Tax Period

2023-10-01 to 2024-09-30

UAB EDUCATIONAL FOUNDATION, founded in 1965, is a mid-sized nonprofit in the Education sector that reported $10.2M in total revenue in fiscal year 2018. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.7M, a strong 27% operating margin.

Mission

TO SUPPORT THE UNIVERSITY OF ALABAMA AT BIRMINGHAM IN ITS SCIENTIFIC AND EDUCATIONAL MISSION.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,422,703

Program Service Revenue $6,374,346

Investment Income $613,424

Other Revenue $0

TOTAL REVENUE $13,410,473

Expense Breakdown

Grants Paid $1,635,445

Salaries & Benefits $313,596

Fundraising Expenses $0

Program Expenses $8,005,945

Other Expenses $6,340,137

TOTAL EXPENSES $8,289,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,410,473	$10,217,144	+0.3%
Expenses	$8,289,178	$8,756,925	-0.1%
Net Income	$5,121,295	$1,460,219	+2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$3,226,152

Total Directors

$4,053,055

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY WATTS	PRESIDENT	1.0	Officer Director	$0	$212,341	$1,322,310
SUSAN JENNINGS	DIRECTOR (BEG 1/24)	0.25	Director	$0	$94,889	$874,992
PAMELA BENOIT	DIRECTOR (UNTIL 12/23)	0.0	Director	$0	$83,263	$655,460
BRIAN BURNETT	VICE PRESIDENT	1.0	Officer Director	$0	$88,854	$600,272
DANA KEITH	DIRECTOR	0.0	Director	$0	$68,766	$600,021
STEPHANIE MULLINS	ASSOCIATE VICE PRESIDENT	2.0	Officer	$0	$66,360	$441,057
JOHN DANIEL	SECRETARY	1.0	Officer	$0	$21,194	$414,014
BERNARD MAYS JR	TREASURER	20.0	Officer	$0	$56,703	$247,549
SHAY REYNOLDS	ASSOCIATE SECRETARY (BEG 1/24)	1.0	Officer	$0	$28,296	$200,950
JANET WOODRUFF-BORDEN	DIRECTOR (BEG 2/24)	0.5	Director	$0	$0	$0
KATE COTTON	DIRECTOR	0.25	Director	$0	$0	$0
ALDOS VANCE	DIRECTOR	0.25	Director	$0	$0	$0
ODESSA WOOLFOLK	DIRECTOR	0.25	Director	$0	$0	$0
KEN SIMON	DIRECTOR (BEG 1/24)	0.25	Director	$0	$0	$0
WES SMITH	DIRECTOR	0.25	Director	$0	$0	$0
NANCY FOUAD-CAREY	DIRECTOR	0.25	Director	$0	$0	$0
LUCAS GAMBINO	DIRECTOR	0.25	Director	$0	$0	$0
BOLAJI KUKOYI	DIRECTOR	0.25	Director	$0	$0	$0
VANESSA LEONARD	DIRECTOR (UNTIL 1/24)	0.25	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
2024	$13,410,473	$8,289,178	$57,471,123	$5,121,295
2023	$10,217,144	$8,756,925	$50,912,311	$1,460,219
2022	$9,271,948	$7,316,218	$49,166,542	$1,955,730
2021	$2,299,341	$2,635,971	$50,362,582	$-336,630
2021	$7,438,300	$5,870,150	$50,907,146	$1,568,150
2020	$9,001,813	$7,168,888	$54,958,015	$1,832,925
2019	$10,193,334	$7,466,784	$51,951,678	$2,726,550

UAB EDUCATIONAL FOUNDATION