Civic Intelligence

The University Foundation

990 • Fiscal year 2016 • EIN 63-0803491

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 02, 2017

Organization ProfileN/A
500 University Boulevard EastTuscaloosa, AL 35401

(205) 348-7879

Siviq Scores

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

Liabilities / Assets

61st percentile

0.10x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.23x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

100th percentile

$1,106,795

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 313.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

20th percentile

-7.5%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$813,884

Down $65,655 (-7.5%) from 2015

Net Assets

Down

$731,793

Down $121,083 (-14%) from 2015

Liabilities

Up

$82,091

Up $55,428 (+208%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Up

$352,691

Up $135,015 (+62%) from 2015

Expenses

Up

$473,774

Up $5,427 (+1.2%) from 2015

Net Income

Up

-$121,083

Up $129,588 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,335,978Liabilities 2011: $206,042Net Assets 2011: $2,129,9362011Assets 2012: $1,162,995Liabilities 2012: $15,661Net Assets 2012: $1,147,3342012Assets 2013: $1,149,439Liabilities 2013: $15,210Net Assets 2013: $1,134,2292013Assets 2014: $1,138,881Liabilities 2014: $35,334Net Assets 2014: $1,103,5472014Assets 2015: $879,539Liabilities 2015: $26,663Net Assets 2015: $852,8762015Assets 2016: $813,884Liabilities 2016: $82,091Net Assets 2016: $731,7932016Assets 2017: $850,370Liabilities 2017: $46,115Net Assets 2017: $804,2552017Assets 2018: $1,527,752Liabilities 2018: $41,668Net Assets 2018: $1,486,0842018Assets 2019: $1,520,539Liabilities 2019: $29,194Net Assets 2019: $1,491,3452019Assets 2020: $1,576,292Liabilities 2020: $6,106Net Assets 2020: $1,570,1862020Assets 2021: $1,932,089Liabilities 2021: $64,212Net Assets 2021: $1,867,8772021Assets 2022: $1,569,214Liabilities 2022: $41,181Net Assets 2022: $1,528,0332022Assets 2023: $1,425,703Liabilities 2023: $65,026Net Assets 2023: $1,360,6772023Assets 2024: $1,521,687Liabilities 2024: $24,485Net Assets 2024: $1,497,2022024

Highlighted filing

2016

Assets$813,884
Liabilities$82,091
Net Assets$731,793
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,276,285Expenses 2011: $689,992Net Income 2011: $586,2932011Revenue 2012: $313,515Expenses 2012: $1,296,117Net Income 2012: -$982,6022012Revenue 2013: $291,334Expenses 2013: $304,439Net Income 2013: -$13,1052013Revenue 2014: $1,288,969Expenses 2014: $1,319,652Net Income 2014: -$30,6832014Revenue 2015: $217,676Expenses 2015: $468,347Net Income 2015: -$250,6712015Revenue 2016: $352,691Expenses 2016: $473,774Net Income 2016: -$121,0832016Revenue 2017: $531,830Expenses 2017: $459,368Net Income 2017: $72,4622017Revenue 2018: $1,029,747Expenses 2018: $347,918Net Income 2018: $681,8292018Revenue 2019: $311,311Expenses 2019: $306,050Net Income 2019: $5,2612019Revenue 2020: $312,644Expenses 2020: $233,803Net Income 2020: $78,8412020Revenue 2021: $370,719Expenses 2021: $299,391Net Income 2021: $71,3282021Revenue 2022: $396,189Expenses 2022: $417,412Net Income 2022: -$21,2232022Revenue 2023: $410,058Expenses 2023: $708,172Net Income 2023: -$298,1142023Revenue 2024: $415,524Expenses 2024: $486,294Net Income 2024: -$70,7702024

Highlighted filing

2016

Revenue$352,691
Expenses$473,774
Net Income-$121,083
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 2, 2017
Return Version
2015v3.0
Gross Receipts
$485,280
Mission and Program Overview

Mission

The university foundation is organized to assist and aid the board of trustees of the university of alabama in fulfilling its educational, research, and public service programs and activities.

To assist and aid the board of trustees of the university of alabama the university of alabama in fulfilling its educational, research, and public service programs and activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$842,240$709,651▼ $132,589
Savings and Temporary Cash Investments$24,708$94,279▲ $69,571
Cash and Non-Interest-Bearing Accounts$280$280→ $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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$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$879,539$813,884▼ $65,655
Other Assets Total$12,311$9,674▼ $2,637
Liabilities
Accounts Payable and Accrued Expenses$26,663$82,091▲ $55,428
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$26,663$82,091▲ $55,428
Net Assets / Fund Balance
Unrestricted Net Assets$852,876$731,793▼ $121,083
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$852,876$731,793▼ $121,083
Total Liabilities and Net Assets / Fund Balance$879,539$813,884▼ $65,655

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$709,651--
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
C Ray HayesPresident/director(as of 9/16)
Robert WittPresident/director(until 8/16)
Karen BrooksVice President/director
Michael BownesSecretary/ Director
Ron GrayTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$285,280
Program Service Revenue
$0
Investment Income
$67,411
Other Revenue
$0
All Other Contributions
$52,720
Change in Net Assets
$-121,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$352,691
Total Revenue per Audited Statements
$352,691
Total Revenue per Form 990
$352,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$460,856
Salaries, Compensation, and Employee Benefits$12,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$39,875--$39,875
Travel-$26,111-$26,111
Fees for Services Accounting-$24,802-$24,802
Current Officers, Directors, Trustees, and Key Employees-$12,918-$12,918
Office Expenses-$10,043-$10,043
Conferences and Meetings-$2,820-$2,820
Total Functional Expenses$397,080$76,694$0$473,774

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$473,774
Total Expenses per Audited Statements$473,774
Total Expenses per Form 990$473,774
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, LINE 3:

“Day to day operational management of the foundation has been delegated to the ua system office, financial affairs department.”

FORM 990, PART VI, LINE 11B:

“The board of directors is provided annual copies of the audited financial statements which are approved via resolution. The president of the board of directors is provided the 990 for review. His signature on the 990 serves as the board of directors' approval.”

FORM 990, PART VI, LINE 12B & 12C:

“Conflict of interest policy for the entire ua system is directed by the ua system office of risk management. This foundation is included in their process.”

FORM 990, PART VI, LINE 19:

“The foundation's governing documents, conflict of interest policy and financial statements will be made available upon request if legally required to do so.”

Filing and Contact Details

Filer

Filer Name
The University Foundation
EIN
63-0803491
In Care Of
% STAN ACKER
Phone
2053487879
Address
500 UNIVERSITY BOULEVARD EAST, TUSCALOOSA, AL 35401

Signing Officer

Name
C Ray Hayes
Title
President
Phone
2053487879
Signed
2017-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Ray Hayes
Formed
1980
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH STREET NW SUITE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
Raw XML AppendixShowing 400 of 504 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026663
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt082091
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ASSIST AND AID THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA THE UNIVERSITY OF ALABAMA IN FULFILLING ITS EDUCATIONAL, RESEARCH, AND PUBLIC SERVICE PROGRAMS AND ACTIVITIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt052720
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STAN ACKER
IRS990/BooksInCareOfDetail/PhoneNum02053487879
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 UNIVERSITY BOULEVARD EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSCALOOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0280
IRS990/CashNonInterestBearingGrp/EOYAmt0280
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012918
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012918
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02820
IRS990/ConferencesMeetingsGrp/TotalAmt02820
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0285280
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067411
IRS990/CYOtherExpensesAmt0460856
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-121083
IRS990/CYSalariesCompEmpBnftPaidAmt012918
IRS990/CYTotalExpensesAmt0473774
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0352691
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0EXPENSES INCURRED BY BOARD MEMBERS, SENIOR STAFF OR OTHER SYSTEM OFFICE OR CAMPUS STAFF, AND SUPPORTERS OF THE UA SYSTEM FOR ACTIVITIES THAT ARE OFFICIAL OR CEREMONIAL FUNCTIONS OF THE UNIVERSITY SYSTEM.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0397080
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024802
IRS990/FeesForServicesAccountingGrp/TotalAmt024802
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt45.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt051883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt164656
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt271905
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT WITT
IRS990/Form990PartVIISectionAGrp/PersonNm1C RAY HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL BOWNES
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm4RON GRAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01054912
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1496417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2360042
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR(UNTIL 8/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/DIRECTOR(AS OF 9/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER/DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt067411
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200000
IRS990/GrossReceiptsAmt0485280
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0842240
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0709651
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0132589
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE UNIVERSITY FOUNDATION IS ORGANIZED TO ASSIST AND AID THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA IN FULFILLING ITS EDUCATIONAL, RESEARCH AND PUBLIC SERVICE PROGRAMS AND ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0852876
IRS990/NetAssetsOrFundBalancesEOYAmt0731793
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt067411
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt067411
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010043
IRS990/OfficeExpensesGrp/TotalAmt010043
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012311
IRS990/OtherAssetsTotalGrp/EOYAmt09674
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CEREMONIAL FUNCTIONS
IRS990/OtherExpensesGrp/Desc1EVENTS
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0174634
IRS990/OtherExpensesGrp/ProgramServicesAmt1166512
IRS990/OtherExpensesGrp/ProgramServicesAmt216059
IRS990/OtherExpensesGrp/ProgramServicesAmt339875
IRS990/OtherExpensesGrp/TotalAmt0174634
IRS990/OtherExpensesGrp/TotalAmt1166512
IRS990/OtherExpensesGrp/TotalAmt216059
IRS990/OtherExpensesGrp/TotalAmt339875
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0C RAY HAYES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283060
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-66051
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0457582
IRS990/PYOtherRevenueAmt0667
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-250671
IRS990/PYSalariesCompEmpBnftPaidAmt010765
IRS990/PYTotalExpensesAmt0468347
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0217676
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-121083
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0232560
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024708
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094279
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0285280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0283060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01282187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0280618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02380845
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06782
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt081313
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0667
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0667
IRS990ScheduleA/PublicSupportCY170Pct00.43873
IRS990ScheduleA/PublicSupportPY170Pct00.27812
IRS990ScheduleA/PublicSupportTotal170Amt01080521
IRS990ScheduleA/SubstantialContributorsTotAmt01300324
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0285280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0283060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01282187
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0280618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0249700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02380845
IRS990ScheduleA/TotalSupportAmt02462825
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesSubtotalAmt0473774
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0709651
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LONG TERM RESERVE POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt0352691
IRS990ScheduleD/TotalBookValueSecuritiesAmt0709651
IRS990ScheduleD/TotalExpensesPerForm990Amt0473774
IRS990ScheduleD/TotalRevenuePerForm990Amt0352691
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0352691
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0473774
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
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0375368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt147947
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0652305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1428698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2328458
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt049781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt146913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt255561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt027239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt119772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt231584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT WITT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1C RAY HAYES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL BOWNES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR(UNTIL 8/16)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT/DIRECTOR(AS OF 9/16)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY/ DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01106795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1561073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2431947
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY OPERATIONAL MANAGEMENT OF THE FOUNDATION HAS BEEN DELEGATED TO THE UA SYSTEM OFFICE, FINANCIAL AFFAIRS DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS PROVIDED ANNUAL COPIES OF THE AUDITED FINANCIAL STATEMENTS WHICH ARE APPROVED VIA RESOLUTION. THE PRESIDENT OF THE BOARD OF DIRECTORS IS PROVIDED THE 990 FOR REVIEW. HIS SIGNATURE ON THE 990 SERVES AS THE BOARD OF DIRECTORS' APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY FOR THE ENTIRE UA SYSTEM IS DIRECTED BY THE UA SYSTEM OFFICE OF RISK MANAGEMENT. THIS FOUNDATION IS INCLUDED IN THEIR PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST IF LEGALLY REQUIRED TO DO SO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 12B & 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$813,884
Liabilities
$82,091
Net assets
$731,793
Revenue
$352,691
Expenses
$473,774
Net income
-$121,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.02$1.50$0.42$0.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.07$1.36$0.41$0.71$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.04$1.53$0.40$0.42$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.06$1.87$0.37$0.30$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.01$1.57$0.31$0.23$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.03$1.49$0.31$0.31$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.04$1.49$1.03$0.35$0.68
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.05$0.80$0.53$0.46$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.08$0.73$0.35$0.47$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.03$0.85$0.22$0.47$0.25
2014Summary only. Only limited summary data is available for this year.$1.14$0.04$1.10$1.29$1.32$0.03
2013Summary only. Only limited summary data is available for this year.$1.15$0.02$1.13$0.29$0.30$0.01
2012Summary only. Only limited summary data is available for this year.$1.16$0.02$1.15$0.31$1.30$0.98
2011Summary only. Only limited summary data is available for this year.$2.34$0.21$2.13$1.28$0.69$0.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits