Civic Intelligence

University of Alabama Donor Advised Fund

EIN 30-0069848 • 501(c)3 • Tuscaloosa, AL

Profile

Some or all of the contributions to the donor advised fund go to support the education, research, and service mission of the university of alabama. Any remaining contributions may be used for the benefit or support of other charitable organizations recommended by the donor.

Box 870136Tuscaloosa, AL 35487

plannedgiving.ua.edu/DONOR-ADVISED-FUNDS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$1,127,782

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 136.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

5.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,391,750

Up $896,169 (+14%) from 2023

Liabilities

Up

$226

Up $226 from 2023

Net Assets

Up

$7,391,524

Up $895,943 (+14%) from 2023

Revenue

Up

$828,873

Up $44,128 (+5.6%) from 2023

Expenses

Down

$437,069

Down $100,569 (-19%) from 2023

Net Income

Up

$391,804

Up $144,697 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $6,560,090Liabilities 2021: $25,764Net Assets 2021: $6,534,3262021Assets 2022: $5,909,530Liabilities 2022: $0Net Assets 2022: $5,909,5302022Assets 2023: $6,495,581Liabilities 2023: $0Net Assets 2023: $6,495,5812023Assets 2024: $7,391,750Liabilities 2024: $226Net Assets 2024: $7,391,5242024

Highlighted filing

2024

Assets$7,391,750
Liabilities$226
Net Assets$7,391,524

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2021: $488,835Expenses 2021: $378,310Net Income 2021: $110,5252021Revenue 2022: $1,002,177Expenses 2022: $557,601Net Income 2022: $444,5762022Revenue 2023: $784,745Expenses 2023: $537,638Net Income 2023: $247,1072023Revenue 2024: $828,873Expenses 2024: $437,069Net Income 2024: $391,8042024

Highlighted filing

2024

Revenue$828,873
Expenses$437,069
Net Income$391,804

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$828,873
Mission and Program Overview

Mission

Some or all of the contributions to the donor advised fund go to support the education, research, and service mission of the university of alabama. Any remaining contributions may be used for the benefit or support of other charitable organizations recommended by the donor.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,495,581$7,391,524▲ $895,943
Investments in Publicly Traded Securities$5,943,694$6,829,275▲ $885,581
Savings and Temporary Cash Investments$548,332$555,685▲ $7,353
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants 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
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,495,581$7,391,750▲ $896,169
Other Assets Total$3,555$6,790▲ $3,235
Liabilities
Other Liabilities$0$226▲ $226
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$226▲ $226
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,495,581$7,391,524▲ $895,943
Total Liabilities and Net Assets / Fund Balance$6,495,581$7,391,750▲ $896,169
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cheryl MowdyTrustee
Dana KeithTrustee
John McneilTrustee
Rebekah Elgin-councilTrustee
Robert D Pierce IiTrustee
Stuart R BellTrustee
Matthew FajackTrustee (until 1/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$500,024
Program Service Revenue
$0
Investment Income
$328,849
Other Revenue
$0
All Other Contributions
$500,024
Change in Net Assets
$391,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$828,873
Revenue Not Reported on Form 990
$504,139
Total Revenue per Audited Statements
$1,333,012
Total Revenue per Form 990
$828,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$356,550
Other Expenses$80,519
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$356,550--$356,550
Fees for Services Management$0$41,150$0$41,150
Fees for Services Accounting$0$39,369$0$39,369
Total Functional Expenses$356,550$80,519$0$437,069

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$437,069
Total Expenses per Audited Statements$437,069
Total Expenses per Form 990$437,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of AlabamaTuscaloosa, AL501(c)(3)Educational$328,524
Shelton State Community CollegeTuscaloosa, AL501(c)(3)Educational$17,604
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
Due to the University of Alabama$226
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 goes through a three-step review process. It is reviewed by ua tax office personnel, the ua associate vp for finance, and finally by the ua vp for finance and operations who is also the board member who signs the return.

PART VI, LINE 12C:

Trustees are required at the annual meeting to disclose any possible conflicts of interest to the other trustees.

PART VI, LINE 15B:

The organization does not have its own employees and does not pay compensation to its officers/trustees.

PART VI, LINE 19:

A copy of these items is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
University of Alabama Donor Advised Fund
EIN
30-0069848
In Care Of
% DANIEL T LAYZELL
Phone
2053484540
Address
BOX 870136, TUSCALOOSA, AL 35487

Signing Officer

Name
Daniel T Layzell
Title
VP, F&o
Phone
2053484540
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel T Layzell
Formed
2001
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
0

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 I, LINE 1:

Some or all of the contributions to the donor advised fund go to support the education, research, and service mission of the university of alabama. Any remaining contributions may be used for the benefit or support of other charitable organizations recommended by the donor.

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IRS990/ProgSrvcAccomActy2Grp/Desc0GIFTS TO OTHER PUBLIC CHARITABLE ORGANIZATIONS, AS FOLLOWS: AMERICAN MACULAR DEGENERATION FOUNDATION FOR SCHOLARSHIPS SHELTON STATE COMMUNITY COLLEGE FOR SCHOLARSHIPS CAL STATE FOR SCHOLARSHIPS BEVILL STATE COMMUNITY COLLEGE FOR SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028026
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028026
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0550000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0471671
IRS990/PYInvestmentIncomeAmt0234745
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt065967
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0247107
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0537638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0784745
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0391804
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0548332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0555685
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, LINE 5:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001138
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0328524
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE UNIVERSITY OF ALABAMA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0328524
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/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0500024
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0356550
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07391524
IRS990ScheduleD/ExpensesSubtotalAmt0437069
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0504139
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO THE UNIVERSITY OF ALABAMA
IRS990ScheduleD/RevenueNotReportedAmt0504139
IRS990ScheduleD/RevenueSubtotalAmt0828873
IRS990ScheduleD/TotalExpensesPerForm990Amt0437069
IRS990ScheduleD/TotalLiabilityAmt0226
IRS990ScheduleD/TotalRevenuePerForm990Amt0828873
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01333012
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0437069
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017604
IRS990ScheduleI/RecipientTable/CashGrantAmt1328524
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHELTON STATE COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE UNIVERSITY OF ALABAMA
IRS990ScheduleI/RecipientTable/RecipientEIN0631134183
IRS990ScheduleI/RecipientTable/RecipientEIN1636001138
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09500 GREENSBORO ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1BOX 870136
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUSCALOOSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TUSCALOOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035405
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd135487
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ONE HALF OF EACH DONOR'S CONTRIBUTION MUST BE DESIGNATED TO THE UNIVERSITY OF ALABAMA (MODIFICATIONS MAY BE APPROVED FOR CONTRIBUTIONS OVER $1 MILLION AND UPON REQUEST). FOR THE REMAINING ONE HALF OF THE CONTRIBUTION, THE DONOR MAY RECOMMEND GRANTS TO OTHER PUBLIC CHARITIES. THE FUND MANAGERS MUST REVIEW AND APPROVE GRANTS, INCLUDING VERIFICATION OF EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20

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