BIRMINGHAM TRUST 1 (EIN 756363066) - Form 990 Financial Analysis & Trantor Score

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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

1940

Legal Domicile

Principal Officer

Jon Lewis

Phone

2145330351

Tax Period

2024-01-01 to 2024-12-31

BIRMINGHAM TRUST 1, founded in 1940, is a small nonprofit that reported $860K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $16.2M represent 226 months of operating reserves.

Mission

Make contributions to WISD limited to use for exclusive benefit of classes in the area of manual training and domestic economy.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $873,373

Other Revenue $-12,975

TOTAL REVENUE $860,398

Expense Breakdown

Grants Paid $525,000

Salaries & Benefits $178,365

Fundraising Expenses $0

Program Expenses $609,749

Other Expenses $169,472

TOTAL EXPENSES $872,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$860,398	$646,642	+0.3%
Expenses	$872,837	$861,130	+0.0%
Net Income	$-12,439	$-214,488	-0.9%

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

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

$205,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Lewis	Executive Direc	30.00	Officer	$162,366	$6,300	$205,644
Bob Graf	Trustee	0.50	Director	$0	$0	$0
Adam Leggett	Trustee	0.50	Director	$0	$0	$0
Betty Lutz-Black	Trustee	0.50	Director	$0	$0	$0
Matthew Porter	Chairman	0.50	Director	$0	$0	$0
Ben Brown	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	$860,398	$872,837	$16,218,693	$-12,439
2023	$646,642	$861,130	$17,231,617	$-214,488
2022	$1,331,940	$897,024	$17,476,624	$434,916
2021	$559,962	$885,106	$17,076,819	$-325,144
2020	$1,126,422	$897,788	$17,436,432	$228,634
2019	$755,019	$873,921	$17,256,268	$-118,902
2018	$709,171	$792,199	$16,403,245	$-83,028

BIRMINGHAM TRUST 1