ALEXANDER CITY SCHOOLS EDUCATION FOUNDATION (EIN 721364564) - 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

1997

Legal Domicile

Principal Officer

Anna Speaks

Phone

2562348600

Tax Period

2022-01-01 to 2022-12-31

ALEXANDER CITY SCHOOLS EDUCATION FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $171K in total revenue in fiscal year 2021. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 27% operating margin.

Mission

To contribute to the educational experience of the students in the Alexander City School District and promote excellence for the development of education programs for the overall enhancement of the Alexander City School District

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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 (2022)

Revenue Breakdown

Contributions & Grants $111,316

Program Service Revenue $0

Investment Income $494

Other Revenue $-300

TOTAL REVENUE $111,510

Expense Breakdown

Grants Paid $41,504

Salaries & Benefits $24,000

Fundraising Expenses $0

Program Expenses $41,504

Other Expenses $4,595

TOTAL EXPENSES $70,099

Year-over-Year Comparison

	2022	2021	Change
Revenue	$111,510	$170,646	-0.3%
Expenses	$70,099	$123,953	-0.4%
Net Income	$41,411	$46,693	-0.1%

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

$24,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Harris	Executive Director	20	Key Emp	$24,000	$0	$24,000
Anna Speaks	President	2	Officer	$0	$0	$0
Shahita Todd	Secretary	1	Officer	$0	$0	$0
Margie Thames	Treasurer	1	Officer	$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
2022	$111,510	$70,099	$157,474	$41,411
2021	$170,646	$123,953	$116,038	$46,693

ALEXANDER CITY SCHOOLS EDUCATION FOUNDATION