Civic Intelligence

Ums-Wright Foundation Inc.

990 • Fiscal year 2020 • EIN 63-1045391

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$192,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

41st percentile

3.0%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2020

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,822,762

Up $572,366 (+6.2%) from 2018

Net Assets

Up

$9,822,762

Up $572,366 (+6.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin82nd percentile

Revenue

Down

$854,524

Down $443,744 (-34%) from 2018

Expenses

Up

$598,450

Up $36,425 (+6.5%) from 2018

Net Income

Down

$256,074

Down $480,169 (-65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2020

Assets$9,822,762
Liabilities$0
Net Assets$9,822,762
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$854,524
Expenses$598,450
Net Income$256,074
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$2,583,230
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$9,566,690$9,822,762▲ $256,072
Investments in Publicly Traded Securities$8,948,271$8,959,441▲ $11,170
Savings and Temporary Cash Investments$618,419$863,321▲ $244,902
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,566,690$9,822,762▲ $256,072
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,566,690$9,822,762▲ $256,072
Total Liabilities and Net Assets / Fund Balance$9,566,690$9,822,762▲ $256,072
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Victor H Lott JrPresident
Marietta M UrquhartVice President/treasurer
F Mckinley BellTrustee
Laura M ClarkTrustee
Madeleine L DowningTrustee
R Mitchell ShackelfordTrustee
Robert M HopeTrustee
W Davis Pilot JrTrustee
Paige B PlashEx-officio
Robert C BairdEx-officio
Douglas BarberHead of School
John S McclellandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$314,532
Program Service Revenue
$0
Investment Income
$539,992
Other Revenue
$0
Change in Net Assets
$256,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$535,498
Other Expenses$62,952
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$535,498--$535,498
Other Expenses-$62,952-$62,952
Total Functional Expenses$535,498$62,952$0$598,450
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ums-wright Preparatory SchoolMobile, AL-Financial Aid to Students$535,498
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 35% controlled entity
No
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
2021-11-15
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
Raw XML AppendixShowing 400 of 435 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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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/CompensationBasedOnRltdOrgsAmt0192000
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/PersonNm0DOUGLAS BARBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0192000
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/InvolvedAmt0535498
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1314532
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09566690
IRS990/TotalAssetsEOYAmt09822762
IRS990/TotalAssetsGrp/BOYAmt09566690
IRS990/TotalAssetsGrp/EOYAmt09822762
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0314532
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt062952
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0535498
IRS990/TotalFunctionalExpensesGrp/TotalAmt0598450
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09566690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09822762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0535498
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0304521
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0235471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0854524
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09566690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09822762
IRS990/TotReportableCompRltdOrgAmt0192000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt065 MOBILE STREET
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036607
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,822,762
Liabilities
$0
Net assets
$9,822,762
Revenue
$854,524
Expenses
$598,450
Net income
$256,074
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