Civic Intelligence

Ums-Wright Foundation Inc.

990 • Fiscal year 2013 • EIN 63-1045391

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A
65 Mobile StreetMobile, AL 36607

(251) 470-9030

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

75th percentile

$190,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$8,044,685

Up $562,743 (+7.5%) from 2012

Net Assets

Up

$8,044,685

Up $562,743 (+7.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

$993,008

No earlier filing loaded for comparison.

Expenses

Up

$431,075

Up $23,550 (+5.8%) from 2012

Net Income

$561,933

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,892,103Liabilities 2010: $0Net Assets 2010: $6,892,1032010Assets 2011: $7,492,274Liabilities 2011: $0Net Assets 2011: $7,492,2742011Assets 2012: $7,481,942Liabilities 2012: $0Net Assets 2012: $7,481,9422012Assets 2013: $8,044,685Liabilities 2013: $0Net Assets 2013: $8,044,6852013Assets 2014: $8,152,246Liabilities 2014: $0Net Assets 2014: $8,152,2462014Assets 2015: $8,244,738Liabilities 2015: $0Net Assets 2015: $8,244,7382015Assets 2017: $8,514,153Liabilities 2017: $0Net Assets 2017: $8,514,1532017Assets 2018: $9,250,396Liabilities 2018: $0Net Assets 2018: $9,250,3962018Assets 2020: $9,822,762Liabilities 2020: $0Net Assets 2020: $9,822,7622020Assets 2021: $10,599,063Liabilities 2021: $0Net Assets 2021: $10,599,0632021Assets 2022: $11,134,953Liabilities 2022: $0Net Assets 2022: $11,134,9532022Assets 2023: $11,509,316Liabilities 2023: $0Net Assets 2023: $11,509,3162023Assets 2024: $12,076,212Liabilities 2024: $0Net Assets 2024: $12,076,2122024

Highlighted filing

2013

Assets$8,044,685
Liabilities$0
Net Assets$8,044,685
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $380,0032010Expenses 2011: $404,3402011Expenses 2012: $407,5252012Revenue 2013: $993,008Expenses 2013: $431,075Net Income 2013: $561,9332013Revenue 2014: $556,644Expenses 2014: $453,962Net Income 2014: $102,6822014Revenue 2015: $632,076Expenses 2015: $533,504Net Income 2015: $98,5722015Revenue 2017: $734,250Expenses 2017: $515,226Net Income 2017: $219,0242017Revenue 2018: $1,298,268Expenses 2018: $562,025Net Income 2018: $736,2432018Revenue 2020: $854,524Expenses 2020: $598,450Net Income 2020: $256,0742020Revenue 2021: $1,554,464Expenses 2021: $778,163Net Income 2021: $776,3012021Revenue 2022: $1,226,997Expenses 2022: $691,108Net Income 2022: $535,8892022Revenue 2023: $1,021,597Expenses 2023: $647,234Net Income 2023: $374,3632023Revenue 2024: $1,288,585Expenses 2024: $712,472Net Income 2024: $576,1132024

Highlighted filing

2013

Revenue$993,008
Expenses$431,075
Net Income$561,933
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$3,385,262
Mission and Program Overview

Mission

The foundation provides financial aid for students of ums-wright preparatory school, a 501(c)(3) organization, and funds for capital improvements and repairs of school facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,481,942$8,044,685▲ $562,743
Investments in Publicly Traded Securities$6,761,986$7,694,532▲ $932,546
Savings and Temporary Cash Investments$719,956$350,153▼ $369,803
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,481,942$8,044,685▲ $562,743
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,481,942$8,044,685▲ $562,743
Total Liabilities and Net Assets / Fund Balance$7,481,942$8,044,685▲ $562,743
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Todd MorrisTreasurer$101,000$101,000

Board Members and Trustees

NameTitle
Sarah L DamsonPresident
Victor H Lott JrVice President
Bill SissonTrustee
Clifton C Inge SrTrustee
Davis PilotTrustee
Dr Fred Cushing JrTrustee
G Russell Ladd IiiTrustee
John McclellandTrustee
Laura P RutherfordTrustee
Robert HopeTrustee
Dr Tony W HavardHeadmaster
Marietta M UrquhartSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$437,259
Program Service Revenue
$0
Investment Income
$536,191
Other Revenue
$19,558
All Other Contributions
$437,259
Change in Net Assets
$561,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$376,381
Other Expenses$54,694
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$376,381--$376,381
Other Expenses-$485-$485
Fees for Services Accounting-$110-$110
Total Functional Expenses$376,381$54,694$0$431,075
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
63-0310782--Financial Aid to Students$226,772
63-0310782--Maintenance of Facilities and Equipment$79,609
63-0310782--Development Office Support$70,000
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
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 B, Line 11

“The organization receives a copy of the completed form 990 from their accountants to give to the trustees to review before filing.”

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

“The organization actively evaluates any conflict of interests that may arise in the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes the form 990 available upon written request.”

Filing and Contact Details

Filer

EIN
63-1045391
Phone
2514709030

Signing Officer

Name
Todd Morris
Title
Director of Finance
Phone
2514709030
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Davis Pilot
Formed
1991
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Preparer
April B Boudreaux
Phone
2513431200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“TIMING DIFFERENCE 810.”

Raw XML AppendixShowing 400 of 465 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0376381
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0376381
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0226772
IRS990ScheduleI/RecipientTable/CashGrantAmt179609
IRS990ScheduleI/RecipientTable/CashGrantAmt270000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL AID TO STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MAINTENANCE OF FACILITIES AND EQUIPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DEVELOPMENT OFFICE SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0630310782
IRS990ScheduleI/RecipientTable/RecipientEIN1630310782
IRS990ScheduleI/RecipientTable/RecipientEIN2630310782
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1065 MOBILE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1165 MOBILE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1265 MOBILE STREET
IRS990ScheduleI/RecipientTable/USAddress/City0MOBILE
IRS990ScheduleI/RecipientTable/USAddress/City1MOBILE
IRS990ScheduleI/RecipientTable/USAddress/City2MOBILE
IRS990ScheduleI/RecipientTable/USAddress/State0AL
IRS990ScheduleI/RecipientTable/USAddress/State1AL
IRS990ScheduleI/RecipientTable/USAddress/State2AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode036607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode136607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode236607
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS SUPPORT TUITION ASSISTANCE, ADMINISTRATIVE EXPENSES AND FACILITY MAINTENANCE AT UMS-WRIGHT PREPARATORY SCHOOL IN MOBILE, ALABAMA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0190000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR TONY W HAVARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEADMASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0190000
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES A COPY OF THE COMPLETED FORM 990 FROM THEIR ACCOUNTANTS TO GIVE TO THE TRUSTEES TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ACTIVELY EVALUATES ANY CONFLICT OF INTERESTS THAT MAY ARISE IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE FORM 990 AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TIMING DIFFERENCE 810.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630310782
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1065 N MOBILE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MOBILE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode036607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0376381
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07481942
IRS990/TotalAssetsEOYAmt08044685
IRS990/TotalAssetsGrp/BOYAmt07481942
IRS990/TotalAssetsGrp/EOYAmt08044685

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,044,685
Liabilities
$0
Net assets
$8,044,685
Revenue
$993,008
Expenses
$431,075
Net income
$561,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.29$0.71$0.58
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.02$0.65$0.37
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.23$0.69$0.54
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.55$0.78$0.78
2020Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.85$0.60$0.26
2018Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$1.30$0.56$0.74
2017Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.73$0.52$0.22
2015Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.63$0.53$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.56$0.45$0.10
2013Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.99$0.43$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.48$0.00$7.48$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$0.00$7.49$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.00$6.89$0.38