Civic Intelligence

Capstone Foundation

990 • Fiscal year 2021 • EIN 23-7337238

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 09, 2022

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

68th percentile

0.41x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

2.51x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

67th percentile

22%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$1,021,048

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

15%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$34,658,876

Up $5,896,864 (+21%) from 2020

Net Assets

Up

$20,576,512

Up $5,034,737 (+32%) from 2020

Liabilities

Up

$14,082,364

Up $862,127 (+6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin67th percentile

Revenue

Up

$5,612,058

Up $712,332 (+15%) from 2020

Expenses

Up

$4,383,528

Up $618,740 (+16%) from 2020

Net Income

Up

$1,228,530

Up $93,592 (+8.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2021

Assets$34,658,876
Liabilities$14,082,364
Net Assets$20,576,512
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

2021

Revenue$5,612,058
Expenses$4,383,528
Net Income$1,228,530
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 9, 2022
Return Version
2020v4.1
Gross Receipts
$5,612,058
Mission and Program Overview

Mission

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$27,893,550$33,504,261▲ $5,610,711
Accounts Receivable$0$291,643▲ $291,643
Cash and Non-Interest-Bearing Accounts$274,425$208,032▼ $66,393
Prepaid Expenses and Deferred Charges$132,363$128,400▼ $3,963
Pledges and Grants Receivable$122,200$124,785▲ $2,585
Other Notes and Loans Receivable, Net$125,433$124,642▼ $791
Land, Buildings, and Equipment, Net$117,111$113,511▼ $3,600
Savings and Temporary Cash Investments$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$28,762,012$34,658,876▲ $5,896,864
Other Assets Total$96,930$163,602▲ $66,672
Liabilities
Other Liabilities$13,210,681$13,846,982▲ $636,301
Accounts Payable and Accrued Expenses$9,556$235,382▲ $225,826
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,220,237$14,082,364▲ $862,127
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,902,872$18,546,771▲ $4,643,899
Net Assets Without Donor Restrictions$1,638,903$2,029,741▲ $390,838
Total Net Assets Fund Balance$15,541,775$20,576,512▲ $5,034,737
Total Liabilities and Net Assets / Fund Balance$28,762,012$34,658,876▲ $5,896,864

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,511$57,600-
Land$70,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,408,524$0▲ $262,089$0$1,668,932
2019$1,400,308$0▲ $11,781$0$1,408,524
2018$1,399,429$0▲ $20,969$0$1,400,308
2017$1,367,995$0▲ $65,727$0$1,399,429
2016$1,283,764$0▲ $93,786$0$1,367,995
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$4,365,295
Program Service Revenue
$0
Investment Income
$1,020,500
Other Revenue
$226,263
All Other Contributions
$4,365,295
Change in Net Assets
$1,228,530

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 Traded10$37,669Fair Market Value
Other Non Cash Contri Table8$1,943Fair Market Value
Total Noncash Contributions18$39,612-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,588,077
Revenue Not Reported on Financial Statements
$23,981
Revenue Not Reported on Form 990
$3,992,471
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$9,580,548
Total Revenue per Form 990
$5,612,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,088,067
Other Expenses$1,295,461
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,667,771--$2,667,771
Grants to Domestic Individuals$420,296--$420,296
Conferences and Meetings$301,863$0$0$301,863
Office Expenses$219,526$0$0$219,526
Fees for Services Other$72,865$58$0$72,923
Fees for Service Investment Mgmnt Fees$0$62,718$0$62,718
Fees for Services Accounting$0$44,695$0$44,695
Travel$38,108$0$0$38,108
Advertising$33,789$0$0$33,789
Information Technology$14,638$0$0$14,638
Occupancy$12,338$0$0$12,338
Other Expenses$4,000--$4,000
Depreciation Depletion$0$3,600$0$3,600
Insurance$0$77$0$77
Total Functional Expenses$4,272,380$111,148$0$4,383,528

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,545,811
Total Expenses per Form 990$4,383,528
Expenses per Audited Statements$4,359,547
Expenses Not Reported on Form 990$186,264
Expenses Not Reported on Financial Statements$23,981
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of AlabamaTuscaloosa, AL501(c)(3)Education$2,577,871
The University FoundationTuscaloosa, AL501(c)(3)Education$83,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Eminent Scholars Program Payable$10,652,081
Annuities Payable$3,194,901
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

“The tax return is prepared by pricewaterhousecoopers. The return is reviewed by ua tax office personnel, the ua associate vp for finance, and the ua vp for finance and operations, who is the board member who signs the return.”

Part VI, Line 12C

“Board members are required to disclose any potential conflicts of interest at the annual board meeting.”

Part VI, Line 15B

“The capstone foundation does not have employees of its own and does not pay compensation to its officers or directors”

Part VI, Line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Matthew Fajack
Title
Director
Phone
2053484530
Signed
2022-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Fajack
Formed
1973
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
PricewaterhouseCoopers LLP
Address
655 NEW YORK AVENUE SUITE 1100, WASHINGTON, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Other changes in net assets or fund balances: change in value of split-interest agreements”

Financial Statement Notes

PART III, LINE 4:

“A large collection of artwork was donated to the capstone foundation, most of which were gifts to support the university of alabama, either in art exhibition or for scholarly research. Four of the paintings are being held by capstone foundation for future sale.”

PART XI, LINE 2D:

“Change in value of split-interest agreements”

Raw XML AppendixShowing 400 of 858 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/BOYAmt09556
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0235382
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt0291643
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO AND ASSIST THE UNIVERSITY OF ALABAMA IN FULFILLING ITS MISSION OF TEACHING, RESEARCH AND SERVICE.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt033789
IRS990/AdvertisingGrp/TotalAmt033789
IRS990/AllOtherContributionsAmt04365295
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MATTHEW FAJACK
IRS990/BooksInCareOfDetail/PhoneNum02053484530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0271 ROSE ADMIN BLDG
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSCALOOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035487
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0274425
IRS990/CashNonInterestBearingGrp/EOYAmt0208032
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0301863
IRS990/ConferencesMeetingsGrp/TotalAmt0301863
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04365295
IRS990/CYGrantsAndSimilarPaidAmt03088067
IRS990/CYInvestmentIncomeAmt01020500
IRS990/CYOtherExpensesAmt01295461
IRS990/CYOtherRevenueAmt0226263
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01228530
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04383528
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05612058
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03600
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt03600
IRS990/Desc0GIFTS TO THE UNIVERSITY OF ALABAMA FOR PURPOSES OF ACADEMIC AND STUDENT SERVICES SUPPORT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013902872
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt018546771
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02577871
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044695
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt044695
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt058
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt072865
IRS990/FeesForServicesOtherGrp/TotalAmt072923
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt062718
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt062718
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.5
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/OtherCompensationAmt0209394
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt153037
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250712
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt363503
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt437405
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0STUART R BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW 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/PersonNm7KAREN CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN ENGLAND JR
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/ReportableCompFromRltdOrgAmt0811654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1422386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2362916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3340781
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4247012
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/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0505005
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt02577871
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0420296
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0420296
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02667771
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02667771
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0505005
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt05612058
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt014638
IRS990/InformationTechnologyGrp/TotalAmt014638
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt077
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt077
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0515495
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0515495
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027893550
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033504261
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt057600
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0117111
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0113511
IRS990/LandBldgEquipCostOrOtherBssAmt0171111
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt015541775
IRS990/NetAssetsOrFundBalancesEOYAmt020576512
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0505005
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0505005
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03121586
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01638903
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02029741
IRS990/NoncashContributionsAmt039612
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt012338
IRS990/OccupancyGrp/TotalAmt012338
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0219526
IRS990/OfficeExpensesGrp/TotalAmt0219526
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt096930
IRS990/OtherAssetsTotalGrp/EOYAmt0163602
IRS990/OtherChangesInNetAssetsAmt0684621
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BUSINESS ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/ProgramServicesAmt0426320
IRS990/OtherExpensesGrp/ProgramServicesAmt160866
IRS990/OtherExpensesGrp/ProgramServicesAmt24000
IRS990/OtherExpensesGrp/TotalAmt0426320
IRS990/OtherExpensesGrp/TotalAmt160866
IRS990/OtherExpensesGrp/TotalAmt24000
IRS990/OtherLiabilitiesGrp/BOYAmt013210681
IRS990/OtherLiabilitiesGrp/EOYAmt013846982
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CAPSTONE HOTEL K-1
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1296414
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-70151
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1296414
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-70151
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0226263
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0125433
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0124642
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0122200
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0124785
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0132363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0128400
IRS990/PrincipalOfficerNm0MATTHEW FAJACK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT CONFERENCES, MEETINGS, AND BUSINESS ENTERTAINMENT AND OTHER PROFESSIONAL ENDEAVOURS FOR THE UNIVERSITY OF ALABAMA, TO ASSIST IN ITS RECRUITING AND DEVELOPMENT EFFORTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01184313
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0296414
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS GRANTED TO STUDENTS AT THE UNIVERSITY OF ALABAMA TO SUPPORT THEIR EDUCATIONAL ENDEAVORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0420296
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0420296
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GIFTS TO UNIVERSITY FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc1AGENCY GRANTS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,658,876
Liabilities
$14,082,364
Net assets
$20,576,512
Revenue
$5,612,058
Expenses
$4,383,528
Net income
$1,228,530
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