Civic Intelligence

University of South Alabama

EIN 63-0695653 • 501(c)3 • Mobile, AL

Profile

The university of south alabama national alumni association was founded in 1974 with a mission to support and positively influence the goals of the university through an active relationship with the university, its alumni, students and friends. It exists to provide support to the university.

Office Of Alumni AffairsMobile, AL 36688

www.southalabama.edu/ALUMNI

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-65%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

81%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$717,484

Down $1,336,723 (-65%) from 2023

Liabilities

Down

$0

Down $1,613,490 (-100%) from 2023

Net Assets

Up

$717,484

Up $276,767 (+63%) from 2023

Revenue

Up

$850,741

Up $380,426 (+81%) from 2023

Expenses

Down

$410,075

Down $17,121 (-4.0%) from 2023

Net Income

Up

$440,666

Up $397,547 (+922%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2011: $837,609Liabilities 2011: $55,840Net Assets 2011: $781,7692011Assets 2012: $796,431Liabilities 2012: $0Net Assets 2012: $796,4312012Assets 2013: $927,538Liabilities 2013: $0Net Assets 2013: $927,5382013Assets 2014: $975,832Liabilities 2014: $0Net Assets 2014: $975,8322014Assets 2015: $1,059,893Liabilities 2015: $0Net Assets 2015: $1,059,8932015Assets 2016: $1,558,796Liabilities 2016: $0Net Assets 2016: $1,558,7962016Assets 2017: $2,484,271Liabilities 2017: $0Net Assets 2017: $2,484,2712017Assets 2018: $3,439,669Liabilities 2018: $0Net Assets 2018: $3,439,6692018Assets 2019: $925,706Liabilities 2019: $180,000Net Assets 2019: $745,7062019Assets 2020: $3,292,343Liabilities 2020: $3,819,417Net Assets 2020: -$527,0742020Assets 2021: $1,996,523Liabilities 2021: $2,000,000Net Assets 2021: -$3,4772021Assets 2022: $1,884,635Liabilities 2022: $1,833,250Net Assets 2022: $51,3852022Assets 2023: $2,054,207Liabilities 2023: $1,613,490Net Assets 2023: $440,7172023Assets 2024: $717,484Liabilities 2024: $0Net Assets 2024: $717,4842024

Highlighted filing

2024

Assets$717,484
Liabilities$0
Net Assets$717,484

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $265,179Expenses 2011: $229,449Net Income 2011: $35,7302011Revenue 2012: $306,616Expenses 2012: $291,954Net Income 2012: $14,6622012Expenses 2013: $294,4822013Revenue 2014: $302,368Expenses 2014: $254,074Net Income 2014: $48,2942014Revenue 2015: $341,512Expenses 2015: $257,452Net Income 2015: $84,0602015Revenue 2016: $745,343Expenses 2016: $246,440Net Income 2016: $498,9032016Revenue 2017: $1,155,455Expenses 2017: $229,980Net Income 2017: $925,4752017Revenue 2018: $1,201,573Expenses 2018: $246,175Net Income 2018: $955,3982018Revenue 2019: $1,186,737Expenses 2019: $3,880,700Net Income 2019: -$2,693,9632019Revenue 2020: $676,669Expenses 2020: $1,949,449Net Income 2020: -$1,272,7802020Revenue 2021: $859,340Expenses 2021: $335,743Net Income 2021: $523,5972021Revenue 2022: $450,174Expenses 2022: $395,312Net Income 2022: $54,8622022Revenue 2023: $470,315Expenses 2023: $427,196Net Income 2023: $43,1192023Revenue 2024: $850,741Expenses 2024: $410,075Net Income 2024: $440,6662024

Highlighted filing

2024

Revenue$850,741
Expenses$410,075
Net Income$440,666

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.85$0.41$0.44
2023Summary only. Only limited summary data is available for this year.$2.05$1.61$0.44$0.47$0.43$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$1.83$0.05$0.45$0.40$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$2.00$0.00$0.86$0.34$0.52
2020Summary only. Only limited summary data is available for this year.$3.29$3.82$0.53$0.68$1.95$1.27
2019Summary only. Only limited summary data is available for this year.$0.93$0.18$0.75$1.19$3.88$2.69
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$1.20$0.25$0.96
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$1.16$0.23$0.93
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.75$0.25$0.50
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.34$0.26$0.08
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.30$0.25$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.29
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.31$0.29$0.01
2011Summary only. Only limited summary data is available for this year.$0.84$0.06$0.78$0.27$0.23$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 28, 2025
Return Version
2023v6.0
Gross Receipts
$1,608,135
Mission and Program Overview

Mission

The university of south alabama national alumni association was founded in 1974 with a mission to support and positively influence the goals of the university through an active relationship with the university, its alumni, students and friends. It exists to provide support to the university.

Support the university of south alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,546,138$570,453▼ $975,685
Cash and Non-Interest-Bearing Accounts$467,424$120,814▼ $346,610
Land, Buildings, and Equipment, Net$40,645$26,217▼ $14,428
Total Assets$2,054,207$717,484▼ $1,336,723
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,613,490$0▼ $1,613,490
Total Liabilities$1,613,490$0▼ $1,613,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$440,717$717,484▲ $276,767
Total Net Assets Fund Balance$440,717$717,484▲ $276,767
Total Liabilities and Net Assets / Fund Balance$2,054,207$717,484▼ $1,336,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$26,217$67,825$94,042
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim MoorePast President
Kim LawkisPresident
Ronnie StallworthVice President
BRYAN OP'T OLTBoard Member
Brian RhoadesBoard Member
Carry CashBoard Member
Charlie WarnerBoard Member
Clyde HiggsBoard Member
Donovan BrooksBoard Member
Dr Ggia WigginsBoard Member
Dr Joseph MolyneuxBoard Member
Dr Kristin OdomBoard Member
Dr Paige VitulliBoard Member
Ingrid LawsonBoard Member
John GalanosBoard Member
Kimberly HargroveBoard Member
Laura GabelBoard Member
Laura SergeantBoard Member
Mark AcremanBoard Member
Mark SpiveyBoard Member
Mary Beth MasseyBoard Member
Micah WheelerBoard Member
Mike OdairBoard Member
Peter SusmanBoard Member
Ross BonuraBoard Member
Shadia AndersonBoard Member
Terrence LewisBoard Member
Karen EdwardsExecutive Director
Neil ChristopherSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,356
Program Service Revenue
$71,479
Investment Income
$432,039
Other Revenue
$99,867
All Other Contributions
$73,014
Change in Net Assets
$440,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$850,741
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-163,899
Total Revenue per Audited Statements
$686,842
Total Revenue per Form 990
$850,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$408,528
Total Fundraising Expense$16,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$15,505$46,517-$62,022
All Other Expenses$11,502$17,490$15,879$44,871
Interest$22,714$7,571-$30,285
Fees for Services Accounting-$17,444-$17,444
Depreciation Depletion$10,821$3,607-$14,428
Other Expenses$9,493$2,338-$9,493
Insurance-$5,791-$5,791
Travel$2,354$220-$2,574
Advertising$1,528-$600$2,128
Benefits to Members$1,547--$1,547
Occupancy$750$250-$1,000
Total Functional Expenses$292,368$101,228$16,479$410,075

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$410,075
Total Expenses per Audited Statements$410,075
Total Expenses per Form 990$410,075
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Form 990, Part VI, Section A, Line 6

The alumni association has members.

Form 990, Part VI, Section B, Line 11B

Management and certain board members review the form 990 and make a copy available to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

Board members are annually required to sign an information sheet that confirms compliance with the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
University of South Alabama
EIN
63-0695653
Phone
2514607084
Address
OFFICE OF ALUMNI AFFAIRS, MOBILE, AL 36688

Signing Officer

Name
Karen Edwards
Title
Executive Director
Phone
2514607092
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Edwards
Formed
1974
Legal Domicile
Al
Voting Board Members
29
Independent Board Members
28
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Timothy B Smith
Phone
2513431200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D, Other Program Services

Membership programs, hospitality suite, athletic assistance, usa support programs, and university ambassadors.

Form 990, Part IX, Line 11G

Reimbursement for assistant director: program service expenses 15,505. Management and general expenses 46,517. Fundraising expenses 0. Total expenses 62,022.

Form 990, Part IX, Line 24E

Sponsorships: program service expenses 0. Management and general expenses 2,800. Fundraising expenses 6,425. Total expenses 9,225. Board meetings: program service expenses 0. Management and general expenses 8,812. Fundraising expenses 0. Total expenses 8,812. Chapter and society development: program service expenses 0. Management and general expenses 0. Fundraising expenses 8,807. Total expenses 8,807. Merchant services: program service expenses 6,695. Management and general expenses 1,360. Fundraising expenses 647. Total expenses 8,702. Miscellaneous: program service expenses 4,807. Management and general expenses 1,583. Fundraising expenses 0. Total expenses 6,390. Janitorial: program service expenses 0. Management and general expenses 2,935. Fundraising expenses 0. Total expenses 2,935.

Form 990, Part III, Line 4D, Other Program Services

The board of directors assumes responsibility for the oversight of the audit, which is the same as in previous years.

Financial Statement Notes

PART X, LINE 2:

The association is exempt from federal income taxes under internal revenue code section 501(c)(3). Therefore, no provision for income taxes is made in the accompanying financial statements. The association believes it has appropriate support for any tax positions taken and, therefore, does not have any uncertain tax positions that are material to the financial statements. The tax years 2015-2019 remain open to examination.

Raw XML AppendixShowing 400 of 592 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/MissionDesc0THE UNIVERSITY OF SOUTH ALABAMA NATIONAL ALUMNI ASSOCIATION WAS FOUNDED IN 1974 WITH A MISSION TO SUPPORT AND POSITIVELY INFLUENCE THE GOALS OF THE UNIVERSITY THROUGH AN ACTIVE RELATIONSHIP WITH THE UNIVERSITY, ITS ALUMNI, STUDENTS AND FRIENDS. IT EXISTS TO PROVIDE SUPPORT TO THE UNIVERSITY.
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