Civic Intelligence

Uab Diabetes Trust Foundation

990EZ • Fiscal year 2016 • EIN 36-4598320

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization Profilewww.uab.edu/educationalfoundation
1717 11th Avenue SouthBirmingham, AL 35205

(205) 934-2427

Siviq Scores

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

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

2.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$447,374

Down $311,057 (-41%) from 2014

Net Assets

Up

$333,366

Up $3,599 (+1.1%) from 2014

Liabilities

Down

$114,008

Down $314,656 (-73%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin90th percentile

Revenue

Down

$39,857

Down $275,671 (-87%) from 2014

Expenses

Down

$22,745

Down $280,608 (-93%) from 2014

Net Income

Up

$17,112

Up $4,937 (+41%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $444,323Liabilities 2012: $125,389Net Assets 2012: $318,9342012Assets 2013: $449,816Liabilities 2013: $134,652Net Assets 2013: $315,1642013Assets 2014: $758,431Liabilities 2014: $428,664Net Assets 2014: $329,7672014Assets 2016: $447,374Liabilities 2016: $114,008Net Assets 2016: $333,3662016Assets 2017: $1,235,497Liabilities 2017: $116,228Net Assets 2017: $1,119,2692017Assets 2019: $186,257Liabilities 2019: $118,230Net Assets 2019: $68,0272019Assets 2020: $192,632Liabilities 2020: $118,231Net Assets 2020: $74,4012020Assets 2021: $204,907Liabilities 2021: $118,231Net Assets 2021: $86,6762021Assets 2022: $199,187Liabilities 2022: $118,231Net Assets 2022: $80,9562022Assets 2023: $203,203Liabilities 2023: $118,231Net Assets 2023: $84,9722023Assets 2024: $212,137Liabilities 2024: $118,231Net Assets 2024: $93,9062024

Highlighted filing

2016

Assets$447,374
Liabilities$114,008
Net Assets$333,366
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0Revenue 2012: $29,308Expenses 2012: $2,037Net Income 2012: $27,2712012Revenue 2013: $14,353Expenses 2013: $9,715Net Income 2013: $4,6382013Revenue 2014: $315,528Expenses 2014: $303,353Net Income 2014: $12,1752014Revenue 2016: $39,857Expenses 2016: $22,745Net Income 2016: $17,1122016Revenue 2017: $1,072,853Expenses 2017: $286,729Net Income 2017: $786,1242017Revenue 2019: $61,342Expenses 2019: $55,250Net Income 2019: $6,0922019Revenue 2020: $6,040Expenses 2020: $0Net Income 2020: $6,0402020Revenue 2021: $2,176Expenses 2021: $0Net Income 2021: $2,1762021Revenue 2022: $2,088Expenses 2022: $0Net Income 2022: $2,0882022Revenue 2023: $759Expenses 2023: $0Net Income 2023: $7592023Revenue 2024: $2,776Expenses 2024: $0Net Income 2024: $2,7762024

Highlighted filing

2016

Revenue$39,857
Expenses$22,745
Net Income$17,112
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$39,857
Mission and Program Overview

Mission

Support for the university of alabama at birmingham for its scientific and educational functions, specifically related to diabetes research, education, treatment and prevention.

To support the University of Alabama at Birmingham for its scientific and educational functions, specifically related to diabetes research, education, treatment and prevention.

Program Services

DescriptionGrantsExpenses
Support for the University of Alabama at Birmingham for its scientific and educational functions, specifically related to diabetes research, education, treatment and prevention.$22,745$22,745
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray WattsPresident-$0--
G Allen BoltonVice President-$0--
Charles D Perry JrDirector-$0--
Rebecca ReardonDirector-$0--
T Michael GoodrichDirector-$0--
Christopher CliffordExecutive Director-$0--
W John DanielSecretary-$0--
Jodie MoteTreasurer-$0--
Terri AlexanderSecretary-$0--
Tonya ZwiebelTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
UAB Diabetes Trust Foundation
EIN
36-4598320
Phone
2059342427
Address
1717 11th Avenue South, Birmingham, AL 35205

Signing Officer

Name
Jodie Mote
Title
Treasurer
Signed
2016-11-10
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: UAB Birmingham AL 35294 | Relationship of Donee: Supported Organization | Cash Amount Given: $22745”

Other Assets.1005

“Accounts Receivable - Beginning $21839 Accounts Receivable - Ending $0”

Other Assets.1

“Cash Surrender Value of Life Insurance - Beginning $111764 Cash Surrender Value of Life Insurance - Ending $114008”

Other Assets.2

“Charitable Remainder Trust - Beginning $238363 Charitable Remainder Trust - Ending $275750”

Total Liabilities.1

“- Beginning $111763 - Ending $114008”

Raw XML Appendix168 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0389758
IRS990EZ/OtherChangesInNetAssetsAmt0-27603
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt022745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UAB Birmingham AL 35294 | Relationship of Donee: Supported Organization | Cash Amount Given: $22745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Receivable - Beginning $21839 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cash Surrender Value of Life Insurance - Beginning $111764 Cash Surrender Value of Life Insurance - Ending $114008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Charitable Remainder Trust - Beginning $238363 Charitable Remainder Trust - Ending $275750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $111763 - Ending $114008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jodie Mote
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UAB Diabetes Trust Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UABD
ReturnHeader/Filer/EIN0364598320
ReturnHeader/Filer/PhoneNum02059342427
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 11th Avenue South
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035205
ReturnHeader/ReturnTs02016-11-10T09:11:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,374
Liabilities
$114,008
Net assets
$333,366
Revenue
$39,857
Expenses
$22,745
Net income
$17,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.12$0.09$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.12$0.08$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.12$0.08$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.12$0.09$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.12$0.07$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.12$0.07$0.06$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.12$1.12$1.07$0.29$0.79
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.11$0.33$0.04$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.43$0.33$0.32$0.30$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.13$0.32$0.01$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.13$0.32$0.03$0.00$0.03