ALABAMA FAMILY CHARITABLE TRUST CO ALABAMA FAMILY TRUST CORP (EIN 636194402) - 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

1995

Legal Domicile

Phone

2058838333

Tax Period

2023-10-01 to 2024-09-30

ALABAMA FAMILY CHARITABLE TRUST CO ALABAMA FAMILY TRUST CORP, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $682K in total revenue in fiscal year 2017. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $598K, a strong 88% operating margin.

Mission

ASSETS ARE USED TO PROVIDE BENEFITS TO INDIVIDUALS WITH QUALIFYING IMPAIRMENTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $482,778

Program Service Revenue $0

Investment Income $744,111

Other Revenue $0

TOTAL REVENUE $1,226,889

Expense Breakdown

Grants Paid $85,892

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,767

Other Expenses $169,875

TOTAL EXPENSES $255,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,226,889	$570,874	+1.1%
Expenses	$255,767	$206,063	+0.2%
Net Income	$971,122	$364,811	+1.7%

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
JENNIFER GRIFFIN TRUSTEE	President	2.00	Officer Director	$0	$0	$0
WALLACE DAVIS TRUSTEE	Vice President	1.00	Officer Director	$0	$0	$0
JAMES WALSH TRUSTEE	Treasurer	1.00	Officer Director	$0	$0	$0
LATANYA RHINES TRUSTEE	Secretary	1.00	Officer Director	$0	$0	$0
JUDY SHEPURA	Trustee	0.50	Director	$0	$0	$0
DAVID SALTER	Trustee	0.50	Director	$0	$0	$0
VANCE HOLDER	Trustee	0.50	Director	$0	$0	$0
LYNN CAMPISI	Trustee	0.50	Director	$0	$0	$0
KIM DAVIS	Trustee	0.50	Director	$0	$0	$0
JOHN PALUZZI	Trustee	0.50	Director	$0	$0	$0
CLAYTON DAVIS	Trustee	0.50	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	$1,226,889	$255,767	$6,841,813	$971,122
2023	$570,874	$206,063	$5,421,801	$364,811
2022	$520,447	$191,901	$4,634,380	$328,546
2021	$732,392	$224,519	$5,463,340	$507,873
2020	$627,337	$141,323	$4,195,666	$486,014
2019	$608,287	$100,740	$3,514,777	$507,547
2018	$681,646	$83,577	$2,968,857	$598,069

ALABAMA FAMILY CHARITABLE TRUST CO ALABAMA FAMILY TRUST CORP