BAMA WORKS FUND (EIN 850922891) - 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

2020

Legal Domicile

Principal Officer

JAMES BRADLEY DAVIDSON

Phone

2058370244

Tax Period

2022-01-01 to 2022-12-31

BAMA WORKS FUND, founded in 2020, is a small nonprofit in the Education sector that reported $298K in total revenue in fiscal year 2021. Revenue surged 158% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE TAX-CREDITED SCHOLARSHIPS TO LOW-INCOME HIGH SCHOOL STUDENTS TO ATTEND THE PUBLIC OR PRIVATE SCHOOL OF THEIR CHOICE.

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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 $303,858

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $303,858

Expense Breakdown

Grants Paid $313,614

Salaries & Benefits $0

Fundraising Expenses $213

Program Expenses $319,397

Other Expenses $6,087

TOTAL EXPENSES $319,701

Year-over-Year Comparison

	2022	2021	Change
Revenue	$303,858	$297,831	+0.0%
Expenses	$319,701	$312,879	+0.0%
Net Income	$-15,843	$-15,048	+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

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
JAMES BRADLEY DAVIDSON	PRESIDENT	5.00	Officer	$0	$0	$0
DERWIN JACKSON	BOARD MEMBER	1.00	Officer	$0	$0	$0
GERREL JONES	BOARD MEMBER	1.00	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	$303,858	$319,701	$79,906	$-15,843
2021	$297,831	$312,879	$95,749	$-15,048

BAMA WORKS FUND