Civic Intelligence

The University Financing Foundation Inc.

990T • Fiscal year 2020 • EIN 58-1505902

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

1800 Parkway Pl No 230Marietta, GA 30067

(404) 214-9440

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2011: $434,308,080Liabilities 2011: $424,264,6552011Assets 2012: $444,185,932Liabilities 2012: $429,169,4132012Assets 2013: $423,424,209Liabilities 2013: $401,928,1972013Assets 2014: $425,765,970Liabilities 2014: $399,769,9012014Assets 2015: $415,438,171Liabilities 2015: $388,060,1252015Assets 2019: $680,181,501Liabilities 2019: $614,855,516Net Assets 2019: $65,325,9852019Assets 2020: $721,231,640Liabilities 2020: $611,971,999Net Assets 2020: $109,259,6412020Assets 2021: $745,997,091Liabilities 2021: $628,746,840Net Assets 2021: $117,250,2512021Assets 2022: $708,479,784Liabilities 2022: $599,438,370Net Assets 2022: $109,041,4142022Assets 2023: $499,661,037Liabilities 2023: $376,033,155Net Assets 2023: $123,627,8822023Assets 2024: $512,907,499Liabilities 2024: $372,741,050Net Assets 2024: $140,166,4492024

Latest loaded filing

2024

Assets$512,907,499
Liabilities$372,741,050
Net Assets$140,166,449
Open 2024 Filing

Operations Trend

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

$100M$50M$0Revenue 2011: $41,616,898Expenses 2011: $39,925,638Net Income 2011: $1,691,2602011Revenue 2012: $41,034,809Expenses 2012: $38,310,054Net Income 2012: $2,724,7552012Revenue 2013: $40,773,096Expenses 2013: $36,897,838Net Income 2013: $3,875,2582013Revenue 2014: $45,662,461Expenses 2014: $38,894,612Net Income 2014: $6,767,8492014Revenue 2015: $40,999,851Expenses 2015: $37,328,867Net Income 2015: $3,670,9842015Revenue 2019: $61,160,120Expenses 2019: $43,949,572Net Income 2019: $17,210,5482019Revenue 2020: $88,509,348Expenses 2020: $52,403,933Net Income 2020: $36,105,4152020Revenue 2021: $49,260,677Expenses 2021: $45,761,793Net Income 2021: $3,498,8842021Revenue 2022: $70,788,810Expenses 2022: $61,322,399Net Income 2022: $9,466,4112022Revenue 2023: $52,701,961Expenses 2023: $48,674,943Net Income 2023: $4,027,0182023Revenue 2024: $46,674,733Expenses 2024: $42,661,918Net Income 2024: $4,012,8152024

Latest loaded filing

2024

Revenue$46,674,733
Expenses$42,661,918
Net Income$4,012,815
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The University Financing Foundation Inc
EIN
58-1505902
Phone
4042149440
Address
1800 PARKWAY PL NO 230, MARIETTA, GA 30067

Signing Officer

Name
Kevin T Byrne
Title
CEO
Phone
4042149440
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
925 FOURTH AVENUE SUITE 3300, SEATTLE, WA 98104-1126
Preparer
Jane M Searing
Phone
2067167000
Raw XML Appendix134 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt014406930
IRS1120ScheduleD/Form4797GainOrLossAmt014450866
IRS1120ScheduleD/NetCapitalGainAmt014406930
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt014425529
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-18599
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-25337
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-18599
IRS4562/BusinessOrActivityTxt0INVESTMENT ACTIVITIES
IRS4562/MaximumDollarLimitationAmt01040000
IRS4562/OtherDepreciationAmt01681452
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/TotalDepreciationAmt01681452
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-25337
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AP ENERGY INFRASTRUCTURE FUND, LLC
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-25337
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-18599
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AP ENERGY INFRASTRUCTURE FUND, LLC
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-18599
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0KEVIN T BYRNE
IRS990T/BooksInCareOfDetail/PhoneNum04042149440
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 PARKWAY PLACE SUITE 230
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MARIETTA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd030067
IRS990T/BookValueAssetsEOYAmt0721231640
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01118446
IRS990T/ExtsnRequestIncomeTaxPaidAmt02120000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01806964
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt06136
IRS990T/OverpaymentSection/OverpaymentAmt06136
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt014406930
IRS990TScheduleA/DepreciationNetAmt01681452
IRS990TScheduleA/NetOperatingLossDeductionAmt01897825
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0970631
IRS990TScheduleA/OtherIncomeAmt02151
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0580000
IRS990TScheduleA/TotalAllocableDeductionsAmt03453457
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02261452
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt01681452
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt04424088
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt01728464
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt043529
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017151705
IRS990TScheduleA/TotUnrltTrdBusIncmAmt020605162
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt03453457
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt014890253
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012992428
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt03453457
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt037428240
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt031492160
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/DualUseInd0X
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt04424088
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt04424088
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt03453457
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt03453457
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0387 TECHNOLOGY CIRCLE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0ATLANTA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0GA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd030313
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt02113864
IRS990T/TaxExemptInterestAmt07098
IRS990T/TaxLessCreditsAmt02113864
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02120000
IRS990T/TotalTaxAmt02113864
IRS990T/TotalTaxComputationAmt02113864
IRS990T/TotalUBTIAmt010066018
IRS990T/TotalUBTIBeforeNOLSpecificAmt011873982
IRS990T/TotalUBTIBeforeSection199AAmt010067018
IRS990T/TotalUBTIComputedAmt012992428
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN T BYRNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042149440
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNIVERSITY FINANCING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0581505902
ReturnHeader/Filer/PhoneNum04042149440
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 PARKWAY PL NO 230
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 FOURTH AVENUE SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041126
ReturnHeader/PreparerPersonGrp/PhoneNum02067167000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M SEARING
ReturnHeader/ReturnTs02021-11-15T17:21:49-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRNE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$513$373$140$46.7$42.7$4.01
2023Detailed filing. Detailed filing data is available for this year.$500$376$124$52.7$48.7$4.03
2022Detailed filing. Detailed filing data is available for this year.$708$599$109$70.8$61.3$9.47
2021Detailed filing. Detailed filing data is available for this year.$746$629$117$49.3$45.8$3.50
2020Detailed filing. Detailed filing data is available for this year.$721$612$109$88.5$52.4$36.1
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$680$615$65.3$61.2$43.9$17.2
2015Summary only. Only limited summary data is available for this year.$415$388$41.0$37.3$3.67
2014Summary only. Only limited summary data is available for this year.$426$400$45.7$38.9$6.77
2013Summary only. Only limited summary data is available for this year.$423$402$40.8$36.9$3.88
2012Summary only. Only limited summary data is available for this year.$444$429$41.0$38.3$2.72
2011Summary only. Only limited summary data is available for this year.$434$424$41.6$39.9$1.69