Civic Intelligence

Capstone Foundation

990 • Fiscal year 2024 • EIN 23-7337238

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 14, 2025

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

0.40x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

2.22x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$1,127,782

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$36,605,887

Up $5,512,734 (+18%) from 2023

Net Assets

Up

$21,969,451

Up $4,313,621 (+24%) from 2023

Liabilities

Up

$14,636,436

Up $1,199,113 (+8.9%) from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin69th percentile

Revenue

Up

$6,599,512

Up $1,605,221 (+32%) from 2023

Expenses

Up

$5,680,727

Up $469,465 (+9.0%) from 2023

Net Income

Up

$918,785

Up $1,135,756 (+523%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$36,605,887
Liabilities$14,636,436
Net Assets$21,969,451
Open 2024 Filing

Operations Trend

Revenue Growth79th 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

2024

Revenue$6,599,512
Expenses$5,680,727
Net Income$918,785
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,882,338
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$29,981,800$35,773,363▲ $5,791,563
Cash and Non-Interest-Bearing Accounts$323,226$241,825▼ $81,401
Prepaid Expenses and Deferred Charges$196,940$195,974▼ $966
Pledges and Grants Receivable$159,559$173,449▲ $13,890
Other Notes and Loans Receivable, Net$144,567$160,484▲ $15,917
Land, Buildings, and Equipment, Net$106,311$0▼ $106,311
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$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$31,093,153$36,605,887▲ $5,512,734
Other Assets Total$180,750$60,792▼ $119,958
Liabilities
Other Liabilities$13,226,038$14,525,501▲ $1,299,463
Accounts Payable and Accrued Expenses$211,285$110,935▼ $100,350
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$13,437,323$14,636,436▲ $1,199,113
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,314,013$19,314,940▲ $4,000,927
Net Assets Without Donor Restrictions$2,341,817$2,654,511▲ $312,694
Total Net Assets Fund Balance$17,655,830$21,969,451▲ $4,313,621
Total Liabilities and Net Assets / Fund Balance$31,093,153$36,605,887▲ $5,512,734

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,692,973$6▲ $195,318$-1,224,235$2,953,796
2022$1,596,060$0▲ $102,234$0$1,692,973
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
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Andre TaylorDirector$24,160$24,160

Board Members and Trustees

NameTitle
Stuart R BellChairman
Baker CrowDirector
Dana KeithDirector
Jimmy WarrenDirector
Karen BrooksDirector
Karen CampbellDirector
Robert D Pierce IiDirector
Dan LayzellDirector (beg 09/2024)
Matthew FajackDirector (until 01/2024)
Cheryl MowdyInterim Director (1/24-9/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Dillard's Dining ResourcesCatering/Dining Serv1900 Hackberry Lane, Tuscaloosa, AL 35401$168,346
Revenue and Support

Revenue Composition

Contributions and Grants
$4,015,648
Program Service Revenue
$0
Investment Income
$1,834,296
Other Revenue
$749,568
All Other Contributions
$4,015,648
Change in Net Assets
$918,785

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 Traded13$55,845Fair Market Value
Other Non Cash Contri Table9$863Fair Market Value
Total Noncash Contributions22$56,708-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,668,904
Revenue Not Reported on Financial Statements
$-69,392
Revenue Not Reported on Form 990
$3,621,353
Other Revenue Adjustments
$-96,400
Total Revenue per Audited Statements
$10,290,257
Total Revenue per Form 990
$6,599,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,191,888
Grants and Similar Amounts Paid$2,488,839
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,059,297--$2,059,297
Conferences and Meetings$1,389,349$0$0$1,389,349
Grants to Domestic Individuals$429,542--$429,542
Office Expenses$237,477$0$0$237,477
Travel$201,050$0$0$201,050
Fees for Services Other$88,227$0$0$88,227
All Other Expenses$67,671$1,980-$69,651
Fees for Services Accounting$0$57,120$0$57,120
Fees for Service Investment Mgmnt Fees$0$54,649$0$54,649
Advertising$46,368$0$0$46,368
Occupancy$20,456$0$0$20,456
Information Technology$12,705$0$0$12,705
Depreciation Depletion$0$2,400$0$2,400
Other Expenses$1,000$0$0$1,000
Total Functional Expenses$5,564,578$116,149$0$5,680,727

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,976,636
Total Expenses per Form 990$5,680,727
Expenses per Audited Statements$5,653,719
Expenses Not Reported on Form 990$322,917
Expenses Not Reported on Financial Statements$27,008
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of AlabamaTuscaloosa, AL501(c)(3)Education$1,959,296
The University FoundationTuscaloosa, AL501(c)(3)Education$90,738
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$10,757,548
Annuities Payable$2,823,832
Due to the University of Alabama$944,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 pwc us tax llp. The return is reviewed by ua tax office personnel, ua associate vp for finance, 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
% DANIEL T LAYZELL
Phone
2053484530
Address
BOX 870136, TUSCALOOSA, AL 35487

Signing Officer

Name
Daniel T Layzell
Title
VP, F&o
Phone
2053484530
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel T Layzell
Formed
1973
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Pwc US Tax Llp
Address
655 NEW YORK AVENUE NW SUITE 1100, WASHINGTON, DC 20001
Preparer
Michael D Hoffman
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 XI, LINE 2D:

“Change in value of split-interest agreements: $(228,378)”

PART XI, LINE 4B:

“Sale of property: $(96,400)”

PART XII, LINE 2D:

“Sale of property: $ 96,400”

Raw XML AppendixShowing 400 of 813 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (UNTIL 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4INTERIM DIRECTOR (1/24-9/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (BEG 09/2024)
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt03623214
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02654511
IRS990/NoncashContributionsAmt056708
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0180750
IRS990/OtherAssetsTotalGrp/EOYAmt060792
IRS990/OtherChangesInNetAssetsAmt0-228378
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2FURNITURE AND FIXTURES
IRS990/OtherExpensesGrp/Desc3UBI TAX PAYMENTS
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0905403
IRS990/OtherExpensesGrp/ProgramServicesAmt196818
IRS990/OtherExpensesGrp/ProgramServicesAmt29215
IRS990/OtherExpensesGrp/ProgramServicesAmt31000
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IRS990/OtherExpensesGrp/TotalAmt196818
IRS990/OtherExpensesGrp/TotalAmt29215
IRS990/OtherExpensesGrp/TotalAmt31000
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IRS990/OtherLiabilitiesGrp/EOYAmt014525501
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/RelatedOrExemptFuncIncomeAmt1717001
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1717001
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0160484
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0173449
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0196940
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0195974
IRS990/PrincipalOfficerNm0DANIEL T LAYZELL
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.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0717001
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS GRANTED TO STUDENTS AT THE UNIVERSITY OF ALABAMA TO SUPPORT THEIR EDUCATIONAL ENDEAVORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0429542
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0429542
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GIFTS TO UNIVERSITY FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc1AGENCY GRANTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc2UBI tax payments
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt090738
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt19263
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt090738
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt19263
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03627145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02395763
IRS990/PYInvestmentIncomeAmt0576291
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IRS990/PYOtherExpensesAmt02815499
IRS990/PYOtherRevenueAmt0790855
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-216971
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05211262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04994291
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,605,887
Liabilities
$14,636,436
Net assets
$21,969,451
Revenue
$6,599,512
Expenses
$5,680,727
Net income
$918,785
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