Civic Intelligence

Ums-Wright Foundation Inc.

990 • Fiscal year 2018 • EIN 63-1045391

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,250,396

Up $736,243 (+8.6%) from 2017

Net Assets

Up

$9,250,396

Up $736,243 (+8.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Up

$1,298,268

Up $564,018 (+77%) from 2017

Expenses

Up

$562,025

Up $46,799 (+9.1%) from 2017

Net Income

Up

$736,243

Up $517,219 (+236%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$9,250,396
Liabilities$0
Net Assets$9,250,396
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

2018

Revenue$1,298,268
Expenses$562,025
Net Income$736,243
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$4,767,037
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$8,514,153$9,250,396▲ $736,243
Investments in Publicly Traded Securities$8,020,445$8,989,553▲ $969,108
Savings and Temporary Cash Investments$493,709$260,843▼ $232,866
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$8,514,153$9,250,396▲ $736,243
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,514,153$9,250,396▲ $736,243
Total Liabilities and Net Assets / Fund Balance$8,514,153$9,250,396▲ $736,243
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Victor H Lott JrPresident
Marietta M UrquhartVice President/treasurer
Davis PilotTrustee
Dr Fred Cushing JrTrustee
Kinley BellTrustee
Laura ClarkTrustee
Laura P RutherfordTrustee
Madeleine DowningTrustee
Mitch ShackelfordTrustee
Robert HopeTrustee
Dr Tony W HavardHeadmaster
John McclellandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$152,091
Program Service Revenue
$0
Investment Income
$1,146,177
Other Revenue
$0
Change in Net Assets
$736,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$500,600
Other Expenses$61,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$500,600--$500,600
Other Expenses-$61,425-$61,425
Total Functional Expenses$500,600$61,425$0$562,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ums-wright Preparatory SchoolMobile, AL-Financial Aid to Students$500,600
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 11B

“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

Filer Name
Ums-wright Foundation Inc
EIN
63-1045391
Phone
2514709030
Address
65 MOBILE STREET, MOBILE, AL 36607

Signing Officer

Name
Todd Morris
Title
Director of Finance
Phone
2514709030
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victor H Lott
Formed
1991
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
April B Boudreaux
Phone
2513431200
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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/SupportSumAmt0500600
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0500600
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL AID TO STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0630310782
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065 MOBILE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOBILE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036607
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS SUPPORT TUITION ASSISTANCE, ADMINISTRATIVE AND OTHER 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/CompensationBasedOnRltdOrgsAmt0190400
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/TotalCompensationRltdOrgsAmt0190400
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630310782
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt065 N MOBILE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MOBILE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0500600
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1152091
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UMS-WRIGHT PREPARATORY SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08514153
IRS990/TotalAssetsEOYAmt09250396
IRS990/TotalAssetsGrp/BOYAmt08514153
IRS990/TotalAssetsGrp/EOYAmt09250396
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0152091
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0500600
IRS990/TotalFunctionalExpensesGrp/TotalAmt0562025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08514153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09250396
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0500600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01146177
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01298268
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08514153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09250396
IRS990/TotReportableCompRltdOrgAmt0190400
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt065 MOBILE STREET
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036607

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,250,396
Liabilities
$0
Net assets
$9,250,396
Revenue
$1,298,268
Expenses
$562,025
Net income
$736,243
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