Civic Intelligence

University of Montevallo Alumni Association

990EZ • Fiscal year 2015 • EIN 63-0977761

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 21, 2016

Station 6215Montevallo, AL 35115-6000

(205) 665-6214

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$212,483

Down $40,753 (-16%) from 2014

Net Assets

Down

$212,483

Down $40,753 (-16%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$101,584

Down $20,337 (-17%) from 2014

Expenses

Down

$142,337

Down $4,712 (-3.2%) from 2014

Net Income

Down

-$40,753

Down $15,625 (-62%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $290,487Liabilities 2011: $02011Assets 2012: $299,129Liabilities 2012: $0Net Assets 2012: $299,1292012Assets 2013: $329,502Liabilities 2013: $0Net Assets 2013: $329,5022013Assets 2014: $253,236Liabilities 2014: $0Net Assets 2014: $253,2362014Assets 2015: $212,483Liabilities 2015: $0Net Assets 2015: $212,4832015Assets 2016: $229,781Liabilities 2016: $02016Assets 2017: $228,768Liabilities 2017: $0Net Assets 2017: $228,7682017Assets 2018: $233,080Liabilities 2018: $183Net Assets 2018: $232,8972018Assets 2019: $240,049Liabilities 2019: $0Net Assets 2019: $240,0492019Assets 2020: $202,550Liabilities 2020: $0Net Assets 2020: $202,5502020Assets 2021: $307,830Liabilities 2021: $215Net Assets 2021: $307,6152021Assets 2022: $326,562Liabilities 2022: $0Net Assets 2022: $326,5622022Assets 2023: $370,112Liabilities 2023: $8,6222023Assets 2025: $398,137Liabilities 2025: $0Net Assets 2025: $398,1372025

Highlighted filing

2015

Assets$212,483
Liabilities$0
Net Assets$212,483

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $130,005Expenses 2011: $125,199Net Income 2011: $4,8062011Revenue 2012: $168,370Expenses 2012: $146,728Net Income 2012: $21,6422012Revenue 2013: $165,092Expenses 2013: $134,719Net Income 2013: $30,3732013Revenue 2014: $121,921Expenses 2014: $147,049Net Income 2014: -$25,1282014Revenue 2015: $101,584Expenses 2015: $142,337Net Income 2015: -$40,7532015Revenue 2016: $108,792Expenses 2016: $91,494Net Income 2016: $17,2982016Revenue 2017: $102,442Expenses 2017: $101,513Net Income 2017: $9292017Revenue 2018: $102,485Expenses 2018: $98,356Net Income 2018: $4,1292018Revenue 2019: $106,606Expenses 2019: $99,454Net Income 2019: $7,1522019Revenue 2020: $96,381Expenses 2020: $133,880Net Income 2020: -$37,4992020Revenue 2021: $97,110Expenses 2021: $78,834Net Income 2021: $18,2762021Revenue 2022: $91,512Expenses 2022: $72,565Net Income 2022: $18,9472022Revenue 2023: $105,161Expenses 2023: $92,578Net Income 2023: $12,5832023Revenue 2025: $101,303Expenses 2025: $86,632Net Income 2025: $14,6712025

Highlighted filing

2015

Revenue$101,584
Expenses$142,337
Net Income-$40,753
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 21, 2016
Return Version
2014v6.0
Gross Receipts
$101,584
Mission and Program Overview

Mission

To promote the university of montevallo.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HOLDS CHAPTER MEETINGS IN THE STATE'S POPULATION CENTERS; PROVIDES SUPPORT FOR STUDENT ACTIVITIES SUCH AS THE STUDENT ALUMNI ASSOCIATION OF MONTEVALLO, ATHLETICS, LIBRARY, INTERCULTURAL AFFAIRS, AND ALL FOUR COLLEGES; PRINTS AND DISTRIBUTES PUBLICATIONS THAT PROVIDE INFORMATION ABOUT THE UNIVERSITY FOR ALUMNI AND FRIENDS OF THE UNIVERSITY; AND SPONSORS SPECIAL EVENTS THAT PROMOTE THE REPUTATION OF THE UNIVERSITY INCLUDING RECEPTIONS PRECEEDING THREE COMMENCEMENT CEREMONIES, FOUNDERS' DAY AND OLYMPICS DAY IN OCTOBER, AND HOMECOMING IN FEBRUARY.$0$74,337
AT THE DIRECTION OF THE UNIVERSITY OF MONTEVALLO'S NATIONAL ALUMNI ASSOCIATION'S STUDENT SERVICES COMMITTEE, THE ASSOCIATION AWARDED SCHOLARSHIPS TO STUDENTS ENROLLED AT THE UNIVERSITY OF MONTEVALLO.$68,000$68,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR MATTHEW ARNOLD '93VP Special Events-$0--
MS JOANNE HOLCOMBE ATCHISON '69Member-At-Large-$0--
MR EDDIE C BAKER III '04Member-At-Large-$0--
MS BARBARA G BONFIELD '58VP Directors/Secretary; Chair Board-$0--
DR LEWIS BROOKS '88Member-At-Large-$0--
MR FRED CRAWFORD '68Member-At-Large-$0--
MR GREG EMBRY '96Admissions Representative-$0--
MS JULIE E HARBIN '00Jr. Board President-$0--
MS TIFFANI HUMPHRIES '98Member-At-Large-$0--
MS ANN KIMBROUGH KELLY '57Member-At-Large-$0--
MS TONI LEO '80VP Student Services-$0--
DR MICHAEL E MALONE '69President-$0--
Filing and Contact Details

Filer

Filer Name
University of Montevallo Alumni Association
EIN
63-0977761
Phone
2056656214
Address
STATION 6215, MONTEVALLO, AL 35115-6000

Signing Officer

Name
Dr Michael E Malone
Title
President
Phone
2056656214
Signed
2016-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: alumni honors scholarship. Grantee name: student. Grantee relationship: student. Property description: scholarship. Amount given: 49,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: legacy scholarship. Grantee name: student. Grantee relationship: student. Property description: scholarship. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: entering student scholarships. Grantee name: student. Grantee relationship: student. Property description: scholarship. Amount given: 14,000. Total included on form 990-ez, line 10: 68,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: olympics day. Amount: 7,789. Description: founders day. Amount: 4,210. Description: homecoming. Amount: 26,779. Description: commencement. Amount: 4,446. Description: board development. Amount: 1,395. Description: club meetings. Amount: 16,091. Description: higher education partnership. Amount: 1,657. Description: administrative expenses. Amount: 269. Description: academic program support. Amount: 3,561. Description: saam. Amount: 560. Description: junior board. Amount: 3,724. Description: special events. Amount: 1,956. Total to form 990-ez, line 16: 72,437.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other assets. Beg. Of year amount: 96. End of year amount: 96.

Raw XML Appendix211 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEVALLO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MR MATTHEW ARNOLD '93
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MS JOANNE HOLCOMBE ATCHISON '69
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MR EDDIE C BAKER III '04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MS BARBARA G BONFIELD '58
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MR GREG EMBRY '96
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MS TIFFANI HUMPHRIES '98
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MS ANN KIMBROUGH KELLY '57
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MS TONI LEO '80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DR MICHAEL E MALONE '69
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP DIRECTORS/SECRETARY; CHAIR BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADMISSIONS REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7JR. BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP STUDENT SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt096
IRS990EZ/OtherAssetsTotalDetail/EOYAmt096
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt072437
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE UNIVERSITY OF MONTEVALLO.
IRS990EZ/ProgramServiceRevenueAmt021584
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AT THE DIRECTION OF THE UNIVERSITY OF MONTEVALLO'S NATIONAL ALUMNI ASSOCIATION'S STUDENT SERVICES COMMITTEE, THE ASSOCIATION AWARDED SCHOLARSHIPS TO STUDENTS ENROLLED AT THE UNIVERSITY OF MONTEVALLO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION HOLDS CHAPTER MEETINGS IN THE STATE'S POPULATION CENTERS; PROVIDES SUPPORT FOR STUDENT ACTIVITIES SUCH AS THE STUDENT ALUMNI ASSOCIATION OF MONTEVALLO, ATHLETICS, LIBRARY, INTERCULTURAL AFFAIRS, AND ALL FOUR COLLEGES; PRINTS AND DISTRIBUTES PUBLICATIONS THAT PROVIDE INFORMATION ABOUT THE UNIVERSITY FOR ALUMNI AND FRIENDS OF THE UNIVERSITY; AND SPONSORS SPECIAL EVENTS THAT PROMOTE THE REPUTATION OF THE UNIVERSITY INCLUDING RECEPTIONS PRECEEDING THREE COMMENCEMENT CEREMONIES, FOUNDERS' DAY AND OLYMPICS DAY IN OCTOBER, AND HOMECOMING IN FEBRUARY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt174337
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: ALUMNI HONORS SCHOLARSHIP. GRANTEE NAME: STUDENT. GRANTEE RELATIONSHIP: STUDENT. PROPERTY DESCRIPTION: SCHOLARSHIP. AMOUNT GIVEN: 49,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: LEGACY SCHOLARSHIP. GRANTEE NAME: STUDENT. GRANTEE RELATIONSHIP: STUDENT. PROPERTY DESCRIPTION: SCHOLARSHIP. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: ENTERING STUDENT SCHOLARSHIPS. GRANTEE NAME: STUDENT. GRANTEE RELATIONSHIP: STUDENT. PROPERTY DESCRIPTION: SCHOLARSHIP. AMOUNT GIVEN: 14,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 68,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OLYMPICS DAY. AMOUNT: 7,789. DESCRIPTION: FOUNDERS DAY. AMOUNT: 4,210. DESCRIPTION: HOMECOMING. AMOUNT: 26,779. DESCRIPTION: COMMENCEMENT. AMOUNT: 4,446. DESCRIPTION: BOARD DEVELOPMENT. AMOUNT: 1,395. DESCRIPTION: CLUB MEETINGS. AMOUNT: 16,091. DESCRIPTION: HIGHER EDUCATION PARTNERSHIP. AMOUNT: 1,657. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 269. DESCRIPTION: ACADEMIC PROGRAM SUPPORT. AMOUNT: 3,561. DESCRIPTION: SAAM. AMOUNT: 560. DESCRIPTION: JUNIOR BOARD. AMOUNT: 3,724. DESCRIPTION: SPECIAL EVENTS. AMOUNT: 1,956. TOTAL TO FORM 990-EZ, LINE 16: 72,437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 96. END OF YEAR AMOUNT: 96.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR MICHAEL E MALONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02056656214
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF MONTEVALLO ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0630977761
ReturnHeader/Filer/PhoneNum02056656214
ReturnHeader/Filer/USAddress/AddressLine1Txt0STATION 6215
ReturnHeader/Filer/USAddress/CityNm0MONTEVALLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0351156000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN RANDOLPH
ReturnHeader/ReturnTs02016-02-15T08:19:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$1.01$0.87$0.15
2023Summary only. Only limited summary data is available for this year.$3.70$0.09$1.05$0.93$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.92$0.73$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.97$0.79$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.96$1.34$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.07$0.99$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$1.02$0.98$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$1.02$1.02$0.01
2016Summary only. Only limited summary data is available for this year.$2.30$0.00$1.09$0.91$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.02$1.42$0.41
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.22$1.47$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$1.65$1.35$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$1.68$1.47$0.22
2011Summary only. Only limited summary data is available for this year.$2.90$0.00$1.30$1.25$0.05