ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE

EIN: 636214769 501(c)(3) Education

NORMAL, AL

Total Revenue
$3,334,603
Total Expenses
$119,180
Total Assets
$53,986,638
Net Assets
$53,986,638
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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
1998
Legal Domicile
AL
Principal Officer
Jamal Ali
Phone
2563728344
Tax Period
2024-08-01 to 2025-07-31

ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE, founded in 1998, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 96% operating margin.

Mission

The Trusts mission is to support and improve educational excellence at Alabama A&M University through the granting of academic scholarships at the Unviversity, the endowment of academic chairs, the subsidizing of current faculty positions, and the payment of fees and expenses for lectures and lecture series on the Universitys campus.

Program Service Accomplishments

Program 1
Expenses: $119,180 Revenue: $0

To support & improve educational excellence at Alabama A&M University through the following: the granting of academic scholarships at the University, endowment of academic chairs, the subsidizing of...

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To support & improve educational excellence at Alabama A&M University through the following: the granting of academic scholarships at the University, endowment of academic chairs, the subsidizing of current faculty positions, and the payment of fees & expense for campus lectures & lecture series on the universitys campus

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,875,120
Program Service Revenue $0
Investment Income $1,459,483
Other Revenue $0
TOTAL REVENUE $3,334,603

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $119,180
Other Expenses $119,180
TOTAL EXPENSES $119,180

Year-over-Year Comparison

2024 2023 Change
Revenue $3,334,603 $2,190,718 +0.5%
Expenses $119,180 $101,948 +0.2%
Net Income $3,215,423 $2,088,770 +0.5%
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

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Governance

Voting Members
11
Independent Members
11
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
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr Daniel Wims Chairman 1.00
Officer
$0 $0 $0
Kevin Ball Member 1.00
Officer
$0 $0 $0
Carlton Spelman Treasurer 1.00
Officer
$0 $0 $0
Paul Bryant Member 1.00
Director
$0 $0 $0
Braque Talley Member 1.00
Director
$0 $0 $0
Richard Crunkeleton Member 1.00
Director
$0 $0 $0
Martha Ochtemeir Secretary 1.00
Officer Director
$0 $0 $0
Jamal Ali Member 1.00
Officer Director
$0 $0 $0
Micheal Sutller Member 1.00
Director
$0 $0 $0
Sonya Vette Member N/A
Director
$0 $0 $0
Michael Miller Member N/A
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 $3,334,603 $119,180 $53,986,638 $3,215,423
2024 $2,190,718 $101,948 $50,802,742 $2,088,770
2022 $658,840 $384,263 $43,037,074 $274,577
2021 $450,689 $363,608 $45,795,693 $87,081
2020 $816,560 $1,338,356 $41,465,300 $-521,796
2019 $2,649,283 $1,540,704 $44,614,394 $1,108,579
2018 $4,382,824 $1,966,051 $43,505,815 $2,416,773
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