Civic Intelligence

Capstone Foundation

990 • Fiscal year 2022 • EIN 23-7337238

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 13, 2023

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

70th percentile

0.45x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

2.35x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

35th percentile

1.2%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$1,039,739

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

0.5%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$29,373,366

Down $5,285,510 (-15%) from 2021

Net Assets

Down

$16,131,923

Down $4,444,589 (-22%) from 2021

Liabilities

Down

$13,241,443

Down $840,921 (-6.0%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin35th percentile

Revenue

Up

$5,642,686

Up $30,628 (+0.5%) from 2021

Expenses

Up

$5,574,713

Up $1,191,185 (+27%) from 2021

Net Income

Down

$67,973

Down $1,160,557 (-94%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$29,373,366
Liabilities$13,241,443
Net Assets$16,131,923
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$5,642,686
Expenses$5,574,713
Net Income$67,973
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 13, 2023
Return Version
2021v4.2
Gross Receipts
$5,642,686
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$33,504,261$28,351,683▼ $5,152,578
Cash and Non-Interest-Bearing Accounts$208,032$322,508▲ $114,476
Accounts Receivable$291,643$0▼ $291,643
Pledges and Grants Receivable$124,785$141,777▲ $16,992
Prepaid Expenses and Deferred Charges$128,400$131,607▲ $3,207
Other Notes and Loans Receivable, Net$124,642$124,120▼ $522
Land, Buildings, and Equipment, Net$113,511$109,911▼ $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$34,658,876$29,373,366▼ $5,285,510
Other Assets Total$163,602$191,760▲ $28,158
Liabilities
Other Liabilities$13,846,982$13,111,654▼ $735,328
Accounts Payable and Accrued Expenses$235,382$129,789▼ $105,593
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$14,082,364$13,241,443▼ $840,921
Net Assets / Fund Balance
Net Assets With Donor Restrictions$18,546,771$14,082,990▼ $4,463,781
Net Assets Without Donor Restrictions$2,029,741$2,048,933▲ $19,192
Total Net Assets Fund Balance$20,576,512$16,131,923▼ $4,444,589
Total Liabilities and Net Assets / Fund Balance$34,658,876$29,373,366▼ $5,285,510

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,911$61,200-
Land$70,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,668,932$0▼ $69,462$0$1,596,060
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
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Stuart R BellChairman
Andre TaylorDirector
Baker CrowDirector
Calvin BrownDirector
Dana KeithDirector
Karen CampbellDirector
Matthew FajackDirector
Robert D Pierce IiDirector
Karen BrooksDirector (as of 9/2022)
Revenue and Support

Revenue Composition

Contributions and Grants
$4,123,551
Program Service Revenue
$0
Investment Income
$805,617
Other Revenue
$713,518
All Other Contributions
$4,123,551
Change in Net Assets
$67,973

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 Traded18$72,180Fair Market Value
Other Non Cash Contri Table3$11,703Fair Market Value
Total Noncash Contributions21$83,883-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,620,522
Revenue Not Reported on Financial Statements
$22,164
Revenue Not Reported on Form 990
$-4,305,733
Total Revenue per Audited Statements
$1,314,789
Total Revenue per Form 990
$5,642,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,053,325
Other Expenses$2,521,388
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,725,684--$2,725,684
Conferences and Meetings$1,137,626$0$0$1,137,626
Grants to Domestic Individuals$327,641--$327,641
Office Expenses$303,299$0$0$303,299
Travel$195,623$0$0$195,623
Fees for Services Other$115,217$840-$116,057
All Other Expenses$70,808$250-$71,058
Fees for Service Investment Mgmnt Fees$0$55,049$0$55,049
Fees for Services Accounting$0$45,967$0$45,967
Advertising$43,003$0$0$43,003
Occupancy$27,288$0$0$27,288
Information Technology$5,236$0$0$5,236
Depreciation Depletion-$3,600-$3,600
Other Expenses$2,915$0$0$2,915
Insurance-$992-$992
Total Functional Expenses$5,468,015$106,698$0$5,574,713

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,759,378
Total Expenses per Form 990$5,574,713
Expenses per Audited Statements$5,552,549
Expenses Not Reported on Form 990$206,829
Expenses Not Reported on Financial Statements$22,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of AlabamaTuscaloosa, AL501(c)(3)Education$2,629,134
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$9,221,462
Annuities Payable$3,108,382
Due to the University of Alabama$781,810
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
2023-08-13
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
Pwc US Tax Llp
Address
655 NEW YORK AVENUE NW 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.”

Part III, Line 4D

“Other program services include support for university of alabama travel, professional fees, printing, dues and subscriptions.”

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 796 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/BOYAmt0235382
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0129789
IRS990/AccountsReceivableGrp/BOYAmt0291643
IRS990/AccountsReceivableGrp/EOYAmt00
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/ProgramServicesAmt043003
IRS990/AdvertisingGrp/TotalAmt043003
IRS990/AllOtherContributionsAmt04123551
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0250
IRS990/AllOtherExpensesGrp/ProgramServicesAmt070808
IRS990/AllOtherExpensesGrp/TotalAmt071058
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
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/BOYAmt0208032
IRS990/CashNonInterestBearingGrp/EOYAmt0322508
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01137626
IRS990/ConferencesMeetingsGrp/TotalAmt01137626
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04123551
IRS990/CYGrantsAndSimilarPaidAmt03053325
IRS990/CYInvestmentIncomeAmt0805617
IRS990/CYOtherExpensesAmt02521388
IRS990/CYOtherRevenueAmt0713518
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt067973
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05574713
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05642686
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03600
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/BOYAmt018546771
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt014082990
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02629134
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045967
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt045967
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0840
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0115217
IRS990/FeesForServicesOtherGrp/TotalAmt0116057
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt055049
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt055049
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.25
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/OtherCompensationAmt0217629
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt259926
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt371807
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt437424
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0STUART R BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1DANA KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW FAJACK
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT D PIERCE II
IRS990/Form990PartVIISectionAGrp/PersonNm4CALVIN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDRE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6BAKER CROW
IRS990/Form990PartVIISectionAGrp/PersonNm7KAREN CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN BROOKS
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/ReportableCompFromRltdOrgAmt0822110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1420457
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2426915
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3352780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4247792
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 (AS OF 9/2022)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0151090
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt02629134
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0327641
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0327641
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02725684
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02725684
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0151090
IRS990/GrossReceiptsAmt05642686
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt05236
IRS990/InformationTechnologyGrp/TotalAmt05236
IRS990/InsuranceGrp/ManagementAndGeneralAmt0992
IRS990/InsuranceGrp/TotalAmt0992
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0654527
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0654527
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033504261
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028351683
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt061200
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0113511
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0109911
IRS990/LandBldgEquipCostOrOtherBssAmt0171111
IRS990/LegalDomicileStateCd0AL
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/NetAssetsOrFundBalancesBOYAmt020576512
IRS990/NetAssetsOrFundBalancesEOYAmt016131923
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0151090
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0151090
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4218002
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02029741
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02048933
IRS990/NoncashContributionsAmt083883
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt027288
IRS990/OccupancyGrp/TotalAmt027288
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0303299
IRS990/OfficeExpensesGrp/TotalAmt0303299
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0163602
IRS990/OtherAssetsTotalGrp/EOYAmt0191760
IRS990/OtherChangesInNetAssetsAmt0-294560
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BUSINESS ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2ADVERTISING
IRS990/OtherExpensesGrp/Desc3SOFTWARE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0438916
IRS990/OtherExpensesGrp/ProgramServicesAmt157028
IRS990/OtherExpensesGrp/ProgramServicesAmt217731
IRS990/OtherExpensesGrp/ProgramServicesAmt32915
IRS990/OtherExpensesGrp/TotalAmt0438916
IRS990/OtherExpensesGrp/TotalAmt157028
IRS990/OtherExpensesGrp/TotalAmt217731
IRS990/OtherExpensesGrp/TotalAmt32915
IRS990/OtherLiabilitiesGrp/BOYAmt013846982
IRS990/OtherLiabilitiesGrp/EOYAmt013111654
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/RelatedOrExemptFuncIncomeAmt1731014
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-17496
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1731014
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-17496
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0713518
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0124642
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0124120
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0124785
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0141777
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0128400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0131607
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/ExpenseAmt02414690
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0731014
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS GRANTED TO STUDENTS AT THE UNIVERSITY OF ALABAMA TO SUPPORT THEIR EDUCATIONAL ENDEAVORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0327641
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0327641
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GIFTS TO UNIVERSITY FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc1AGENCY GRANTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt083900
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt112650
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt083900
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt112650
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04365295
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03088067
IRS990/PYInvestmentIncomeAmt01020500
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01295461
IRS990/PYOtherRevenueAmt0226263
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01228530
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04383528
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05612058
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt067973
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04123551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04365295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03725153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03738439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03950013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$29,373,366
Liabilities
$13,241,443
Net assets
$16,131,923
Revenue
$5,642,686
Expenses
$5,574,713
Net income
$67,973
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