BIRMINGHAM TRUST 2 (EIN 756363067) - 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

1950

Legal Domicile

Principal Officer

Jon Lewis

Phone

2145330351

Tax Period

2024-01-01 to 2024-12-31

BIRMINGHAM TRUST 2, founded in 1950, is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $3.7M represent 226 months of operating reserves.

Mission

Make contributions to WISD to be used for the upkeep and betterment of teaching advanced American History and Chemistry in WISD,

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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 $198,910

Other Revenue $-2,954

TOTAL REVENUE $195,956

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $40,623

Fundraising Expenses $0

Program Expenses $144,301

Other Expenses $38,598

TOTAL EXPENSES $204,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,956	$147,271	+0.3%
Expenses	$204,221	$196,117	+0.0%
Net Income	$-8,265	$-48,846	-0.8%

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

$205,643

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Lewis	Executive Direc	10.00	Officer	$36,978	$6,299	$205,643
Bob Graf	Trustee	0.50	Director	$0	$0	$0
Adam Leggett	Trustee	0.50	Director	$0	$0	$0
Matthew Porter	Chairman	0.50	Director	$0	$0	$0
Ben Brown	Treasurer	0.50	Director	$0	$0	$0
Betty Lutz-Black	Trustee	0.00	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	$195,956	$204,221	$3,693,761	$-8,265
2023	$147,271	$196,117	$3,924,451	$-48,846
2022	$303,346	$204,294	$3,980,249	$99,052
2021	$127,532	$201,580	$3,889,196	$-74,048
2020	$256,540	$204,469	$3,971,095	$52,071
2019	$171,953	$199,032	$3,930,067	$-27,079
2018	$161,514	$175,641	$3,735,791	$-14,127

BIRMINGHAM TRUST 2