Civic Intelligence

Capstone Foundation

990 • Fiscal year 2020 • EIN 23-7337238

Oct 01, 2019 to Sep 30, 2020 • Filed on May 04, 2021

Organization ProfileN/A
Box 870136Tuscaloosa, AL 35487

(205) 348-4530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.46x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

2.70x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$1,013,826

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

$28,762,012

No earlier filing loaded for comparison.

Net Assets

$15,541,775

No earlier filing loaded for comparison.

Liabilities

$13,220,237

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin80th percentile

Revenue

$4,899,726

No earlier filing loaded for comparison.

Expenses

$3,764,788

No earlier filing loaded for comparison.

Net Income

$1,134,938

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2020: $28,762,012Liabilities 2020: $13,220,237Net Assets 2020: $15,541,7752020Assets 2021: $34,658,876Liabilities 2021: $14,082,364Net Assets 2021: $20,576,5122021Assets 2022: $29,373,366Liabilities 2022: $13,241,443Net Assets 2022: $16,131,9232022Assets 2023: $31,093,153Liabilities 2023: $13,437,323Net Assets 2023: $17,655,8302023Assets 2024: $36,605,887Liabilities 2024: $14,636,436Net Assets 2024: $21,969,4512024

Highlighted filing

2020

Assets$28,762,012
Liabilities$13,220,237
Net Assets$15,541,775
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $4,899,726Expenses 2020: $3,764,788Net Income 2020: $1,134,9382020Revenue 2021: $5,612,058Expenses 2021: $4,383,528Net Income 2021: $1,228,5302021Revenue 2022: $5,642,686Expenses 2022: $5,574,713Net Income 2022: $67,9732022Revenue 2023: $4,994,291Expenses 2023: $5,211,262Net Income 2023: -$216,9712023Revenue 2024: $6,599,512Expenses 2024: $5,680,727Net Income 2024: $918,7852024

Highlighted filing

2020

Revenue$4,899,726
Expenses$3,764,788
Net Income$1,134,938
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$4,899,726
Mission and Program Overview

Mission

To provide support to and assist the university of alabama in fulfilling its mission of teaching, research and service.

To provide support to and assist The University of Alabama in fulfilling its mission of teaching research and service

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,424,630$27,893,550▲ $468,920
Cash and Non-Interest-Bearing Accounts$271,645$274,425▲ $2,780
Prepaid Expenses and Deferred Charges$95,784$132,363▲ $36,579
Other Notes and Loans Receivable, Net$168,171$125,433▼ $42,738
Pledges and Grants Receivable$124,234$122,200▼ $2,034
Land, Buildings, and Equipment, Net$120,711$117,111▼ $3,600
Total Assets$28,358,034$28,762,012▲ $403,978
Other Assets Total$152,859$96,930▼ $55,929
Liabilities
Other Liabilities$13,598,320$13,210,681▼ $387,639
Accounts Payable and Accrued Expenses$133,918$9,556▼ $124,362
Total Liabilities$13,732,238$13,220,237▼ $512,001
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,020,993$13,902,872▲ $881,879
Net Assets Without Donor Restrictions$1,604,803$1,638,903▲ $34,100
Total Net Assets Fund Balance$14,625,796$15,541,775▲ $915,979
Total Liabilities and Net Assets / Fund Balance$28,358,034$28,762,012▲ $403,978

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,111$54,000-
Land$70,000--
Other Assets Org$96,400--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,400,308-▲ $11,781-$1,408,524
2018$1,399,429-▲ $20,969-$1,400,308
2017$1,367,995-▲ $65,727-$1,399,429
2016$1,283,764-▲ $93,786-$1,367,995
2015$1,202,187-▲ $113,641$29,564$1,283,764
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Stuart BellChairman
Andre TaylorDirector
Baker CrowDirector
Calvin BrownDirector
Dana KeithDirector
John England JrDirector
Karen CampbellDirector
Matt FajackDirector
Robert D Pierce IiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,725,153
Program Service Revenue
$0
Investment Income
$530,989
Other Revenue
$643,584
All Other Contributions
$3,725,153
Change in Net Assets
$1,134,938

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded21$163,012stock mkt quote
Other Non Cash Contri Table1$300fair mkt value
Total Noncash Contributions22$163,312-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,899,726
Revenue Not Reported on Form 990
$12,945
Total Revenue per Audited Statements
$4,912,671
Total Revenue per Form 990
$4,899,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,105,975
Other Expenses$1,658,813
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,647,481--$1,647,481
Grants to Domestic Individuals$458,494--$458,494
Conferences and Meetings$398,068--$398,068
Office Expenses$205,138--$205,138
All Other Expenses$137,517--$137,517
Other Expenses$88,015--$88,015
Travel$71,213--$71,213
Advertising$55,782--$55,782
Fees for Services Other$49,736--$49,736
Fees for Services Accounting-$45,125-$45,125
Fees for Service Investment Mgmnt Fees-$41,009-$41,009
Information Technology$12,607--$12,607
Occupancy$12,598--$12,598
Depreciation Depletion-$3,600-$3,600
Insurance-$71-$71
Total Functional Expenses$3,674,983$89,805$0$3,764,788

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,996,692
Expenses per Audited Statements$3,764,788
Total Expenses per Form 990$3,764,788
Expenses Not Reported on Form 990$231,904
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of AlabamaTuscaloosa, AL501c3Education$1,557,081
The University FoundationTuscaloosa, AL501c3Education$83,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Payables$8,900,579
Annuities Payable$4,310,102
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“See Sch O”

Part VI Line 19

“See Sch O”

Part VI Line 11B

“The tax return is prepared by Tax Office personnel at the University”

Part VI Line 11B

“of Alabama. The return goes through a three-step review process. It is”

Part VI Line 11B

“reviewed by the UA Tax Director, the UA AVP for Finance, and finally by the”

Part VI Line 11B

“UA VP for Finance and Operations, who is also the board member”

Part VI Line 11B

“who signs the return.”

Part VI Line 12C

“Board members are required to disclose any potential conflicts of interest”

Part VI Line 12C

“at the annual board of directors meeting.”

Part VI Line 15A or B

“The Capstone Foundation does not pay compensation to its officers”

Part VI Line 15A or B

“or directors.”

Part VI Line 19

“A copy of these items would be provided to a member of the public”

Part VI Line 19

“upon request.”

Filing and Contact Details

Filer

Filer Name
Capstone Foundation
EIN
23-7337238
In Care Of
% Matt Fajack
Phone
2053484530
Address
BOX 870136, TUSCALOOSA, AL 35487

Signing Officer

Name
Matt Fajack
Title
VP Finance Operations UA
Phone
2053484530
Signed
2021-05-04

Organization Details

Principal Officer
Matt Fajack
Formed
1973
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
3
Employees
0
Supplemental Narrative

Additional Explanations

Part III Line 4D

“Expenses: $723007.00 including grants of: $90400.00 Revenue: $0.00”

Part III Line 4D

“Other program services include support for University of Alabama travel,”

Part III Line 4D

“professional fees, printing, dues and subscriptions.”

Part XI Line 9

“Other changes in net assets or fund balances: change in value of”

Part XI Line 9

“split-interest agreements”

Financial Statement Notes

P5, Ln 4

“The intended use of endowment funds is to award scholarships to”

P5, Ln 4

“students at the University of Alabama.”

P11, Ln 2D

“Change in value in split-interest agreements”

P3, Ln 4

“A large collection of artwork was donated to the Capstone Foundation,”

P3, Ln 4

“most of which was gifts to support The University of Alabama, either in”

P3, Ln 4

“art exhibition or for scholarly research. Four of the paintings”

P3, Ln 4

“are being held by Capstone Foundation for future sale.”

Raw XML AppendixShowing 400 of 668 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0133918
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09556
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide support to and assist The University of Alabama in fulfilling its mission of teaching research and service
IRS990/AdvertisingGrp/ProgramServicesAmt055782
IRS990/AdvertisingGrp/TotalAmt055782
IRS990/AllOtherContributionsAmt03725153
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0137517
IRS990/AllOtherExpensesGrp/TotalAmt0137517
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MATT FAJACK
IRS990/BooksInCareOfDetail/PhoneNum02053484530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Box 870142
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tuscaloosa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035487
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0271645
IRS990/CashNonInterestBearingGrp/EOYAmt0274425
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0398068
IRS990/ConferencesMeetingsGrp/TotalAmt0398068
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03725153
IRS990/CYGrantsAndSimilarPaidAmt02105975
IRS990/CYInvestmentIncomeAmt0530989
IRS990/CYOtherExpensesAmt01658813
IRS990/CYOtherRevenueAmt0643584
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01134938
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03764788
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04899726
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03600
IRS990/DepreciationDepletionGrp/TotalAmt03600
IRS990/Desc0Support conferences, meetings, and business entertainment for The University of Alabama, to assist in its recruiting and development efforts.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013020993
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt013902872
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0936401
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045125
IRS990/FeesForServicesAccountingGrp/TotalAmt045125
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt049736
IRS990/FeesForServicesOtherGrp/TotalAmt049736
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt041009
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041009
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.500
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.500
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0209940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt158190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt261593
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt366778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt436729
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0STUART BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MATT FAJACK
IRS990/Form990PartVIISectionAGrp/PersonNm2DANA KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT D PIERCE II
IRS990/Form990PartVIISectionAGrp/PersonNm4CALVIN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDRE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6BAKER CROW
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN ENGLAND JR
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN CAMPBELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0803886
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1415514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2382913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3332365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4241676
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0458494
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0458494
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01647481
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01647481
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04899726
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt012607
IRS990/InformationTechnologyGrp/TotalAmt012607
IRS990/InsuranceGrp/ManagementAndGeneralAmt071
IRS990/InsuranceGrp/TotalAmt071
IRS990/InvestmentIncomeGrp/ExclusionAmt0530989
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0530989
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027424630
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027893550
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt054000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0120711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0117111
IRS990/LandBldgEquipCostOrOtherBssAmt0171111
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0652018
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0652018
IRS990/MissionDesc0To provide support to and assist The University of Alabama in fulfilling its mission of teaching, research and service.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014625796
IRS990/NetAssetsOrFundBalancesEOYAmt015541775
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0262605
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01604803
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01638903
IRS990/NoncashContributionsAmt0163312
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012598
IRS990/OccupancyGrp/TotalAmt012598
IRS990/OfficeExpensesGrp/ProgramServicesAmt0205138
IRS990/OfficeExpensesGrp/TotalAmt0205138
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0152859
IRS990/OtherAssetsTotalGrp/EOYAmt096930
IRS990/OtherChangesInNetAssetsAmt0-481564
IRS990/OtherExpensesGrp/Desc0Business entertainment
IRS990/OtherExpensesGrp/Desc1Dues & subscriptions
IRS990/OtherExpensesGrp/ProgramServicesAmt0538334
IRS990/OtherExpensesGrp/ProgramServicesAmt188015
IRS990/OtherExpensesGrp/TotalAmt0538334
IRS990/OtherExpensesGrp/TotalAmt188015
IRS990/OtherLiabilitiesGrp/BOYAmt013598320
IRS990/OtherLiabilitiesGrp/EOYAmt013210681
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Capstone Hotel K-1
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-8434
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-8434
IRS990/OtherRevenueTotalAmt0643584
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0168171
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0125433
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0124234
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0122200
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt095784
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0132363
IRS990/PrincipalOfficerNm0MATT FAJACK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Gifts to The University of Alabama for purposes of academic and student services support.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01557081
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01557081
IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships granted to students at The University of Alabama to support their educational endeavors.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0458494
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0458494
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0723007
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt090400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03738439
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03096700
IRS990/PYInvestmentIncomeAmt0598021
IRS990/PYOtherExpensesAmt02549934
IRS990/PYOtherRevenueAmt0858699
IRS990/PYRevenuesLessExpensesAmt0-451475
IRS990/PYTotalExpensesAmt05646634
IRS990/PYTotalRevenueAmt05195159
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01134938
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Capstone Hotel p'ship K-1 2014: 20,390. 2015: 19,099.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt12016: -18,862. 2017: 21,376. 2018: 15,656. 2019: -8,434.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Other revenue 2014: 278,497. 2015: 412,556. 2016: 863,654.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt32017: 899,479. 2018: 843,043. 2019: 652,018.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03725153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03738439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03950013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04135153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04900704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020449462
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0530989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0598021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0558427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0505692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0431672
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02624801
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0643584
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0858699
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0920855
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0844792
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0431655
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03699585
IRS990ScheduleA/PublicSupportCY170Pct00.74929
IRS990ScheduleA/PublicSupportPY170Pct00.69680
IRS990ScheduleA/PublicSupportTotal170Amt020061333
IRS990ScheduleA/SubstantialContributorsTotAmt0388129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03725153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03738439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03950013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04135153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04900704
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020449462
IRS990ScheduleA/TotalSupportAmt026773848
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.98710
IRS990ScheduleD/BuildingsGrp/BookValueAmt047111
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0101111
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0held for future sale
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01400308
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01408524
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03565
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01399429
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01400308
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt020090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01367995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01399429
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt034293
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01283764
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01367995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01202187
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01283764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113641
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt029564
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0231904
IRS990ScheduleD/DonatedServicesUseFcltsAmt0231904
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0231904
IRS990ScheduleD/ExpensesSubtotalAmt03764788
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt070000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt070000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0262605
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0530
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt196400
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Football tickets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Artwork
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04310102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18900579
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Annuities Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Other Payables
IRS990ScheduleD/OtherRevenueAmt0-481564
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01290
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/RevenueNotReportedAmt012945
IRS990ScheduleD/RevenueSubtotalAmt04899726
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The intended use of endowment funds is to award scholarships to
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1students at the University of Alabama.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in value in split-interest agreements
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3A large collection of artwork was donated to the Capstone Foundation,
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4most of which was gifts to support The University of Alabama, either in
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5art exhibition or for scholarly research. Four of the paintings
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt6are being held by Capstone Foundation for future sale.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0P5, Ln 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1P5, Ln 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2P11, Ln 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3P3, Ln 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4P3, Ln 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5P3, Ln 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc6P3, Ln 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117111
IRS990ScheduleD/TotalBookValueOtherAssetsAmt096930
IRS990ScheduleD/TotalExpensesPerForm990Amt03764788
IRS990ScheduleD/TotalLiabilityAmt013210681
IRS990ScheduleD/TotalRevenuePerForm990Amt04899726
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04912671
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03996692
IRS990ScheduleD/WrittenPolicyMonitoringInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,762,012
Liabilities
$13,220,237
Net assets
$15,541,775
Revenue
$4,899,726
Expenses
$3,764,788
Net income
$1,134,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.6$14.6$22.0$6.60$5.68$0.92
2023Detailed filing. Detailed filing data is available for this year.$31.1$13.4$17.7$4.99$5.21$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$13.2$16.1$5.64$5.57$0.07
2021Detailed filing. Detailed filing data is available for this year.$34.7$14.1$20.6$5.61$4.38$1.23
2020Detailed filing. Detailed filing data is available for this year.$28.8$13.2$15.5$4.90$3.76$1.13