Civic Intelligence

The University Foundation

990 • Fiscal year 2018 • EIN 63-0803491

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 12, 2019

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

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

99th percentile

$979,894

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 95.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

94th percentile

80%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

94%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,527,752

Up $677,382 (+80%) from 2017

Net Assets

Up

$1,486,084

Up $681,829 (+85%) from 2017

Liabilities

Down

$41,668

Down $4,447 (-9.6%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin95th percentile

Revenue

Up

$1,029,747

Up $497,917 (+94%) from 2017

Expenses

Down

$347,918

Down $111,450 (-24%) from 2017

Net Income

Up

$681,829

Up $609,367 (+841%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2018

Assets$1,527,752
Liabilities$41,668
Net Assets$1,486,084
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$1,029,747
Expenses$347,918
Net Income$681,829
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 12, 2019
Return Version
2017v2.3
Gross Receipts
$1,029,747
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$622,078$1,348,180▲ $726,102
Savings and Temporary Cash Investments$228,012$76,829▼ $151,183
Cash and Non-Interest-Bearing Accounts$280$0▼ $280
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$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$850,370$1,527,752▲ $677,382
Other Assets Total$0$102,743▲ $102,743
Liabilities
Accounts Payable and Accrued Expenses$46,115$41,668▼ $4,447
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$46,115$41,668▼ $4,447
Net Assets / Fund Balance
Unrestricted Net Assets$804,255$1,486,084▲ $681,829
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$804,255$1,486,084▲ $681,829
Total Liabilities and Net Assets / Fund Balance$850,370$1,527,752▲ $677,382

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$102,743--
Other Securities$1,348,180--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Robert WittFormer President/director
C Ray HayesPresident/director
Finis E St John IvPresident/director
Karen BrooksVice President/director
Sid J TrantSecretary/director
Ron GrayTreasurer/director
W Davis Malone IiiTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$273,710
Program Service Revenue
$0
Investment Income
$710,449
Other Revenue
$45,588
All Other Contributions
$41,150
Change in Net Assets
$681,829

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,029,747
Total Revenue per Audited Statements
$1,029,747
Total Revenue per Form 990
$1,029,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$347,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$36,467-$36,467
Fees for Services Accounting-$27,603-$27,603
Travel-$23,656-$23,656
Other Expenses$9,819--$9,819
Total Functional Expenses$260,192$87,726$0$347,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$347,918
Total Expenses per Audited Statements$347,918
Total Expenses per Form 990$347,918
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
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. The foundation has no employees so system personnel manage the foundation operations.”

FORM 990, PART VI, LINE 8B:

“There are no committees of the board of directors for the university foundation.”

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 secretary of the board and/or the president is provided a copy of the 990 for review. Their signature on the 990 serves as the board of directors' approval.”

FORM 990, PART VI, LINES 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 processes.”

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
Sid J Trant
Title
Secretary
Phone
2053487879
Signed
2019-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Finis St John Iv
Formed
1980
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH ST NW STE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0LONG TERM RESERVE POOL
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt24000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1C RAY HAYES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SID J TRANT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRESIDENT/DIRECTOR

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,527,752
Liabilities
$41,668
Net assets
$1,486,084
Revenue
$1,029,747
Expenses
$347,918
Net income
$681,829
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
2018Detailed filing. Detailed filing data is available for this year.$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

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