Civic Intelligence

Alabama State University Foundation Inc.

990 • Fiscal year 2019 • EIN 63-6067745

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
PO Box 271Montgomery, AL 36104

(334) 229-4950

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,965,263

Up $1,302,461 (+36%) from 2018

Net Assets

Up

$4,747,340

Up $1,110,781 (+31%) from 2018

Liabilities

Up

$217,923

Up $191,680 (+730%) from 2018

Revenue And Expenses

Revenue

Down

$2,924,544

Down $288,754 (-9.0%) from 2018

Expenses

Down

$2,199,675

Down $241,579 (-9.9%) from 2018

Net Income

Down

$724,869

Down $47,175 (-6.1%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,736,380Liabilities 2010: $0Net Assets 2010: $1,736,3802010Assets 2011: $1,594,639Liabilities 2011: $0Net Assets 2011: $1,594,6392011Assets 2012: $1,741,682Liabilities 2012: $0Net Assets 2012: $1,741,6822012Assets 2013: $1,814,177Liabilities 2013: $0Net Assets 2013: $1,814,1772013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $2,554,335Liabilities 2015: $871,468Net Assets 2015: $1,682,8672015Assets 2016: $2,910,608Liabilities 2016: $16,376Net Assets 2016: $2,894,2322016Assets 2017: $3,160,185Liabilities 2017: $6,120Net Assets 2017: $3,154,0652017Assets 2018: $3,662,802Liabilities 2018: $26,243Net Assets 2018: $3,636,5592018Assets 2019: $4,965,263Liabilities 2019: $217,923Net Assets 2019: $4,747,3402019Assets 2019: $4,972,804Liabilities 2019: $6,119Net Assets 2019: $4,966,6852019Assets 2020: $6,495,611Liabilities 2020: $6,119Net Assets 2020: $6,489,4922020Assets 2021: $9,048,148Liabilities 2021: $180,256Net Assets 2021: $8,867,8922021Assets 2022: $10,391,471Liabilities 2022: $155,248Net Assets 2022: $10,236,2232022Assets 2023: $11,609,670Liabilities 2023: $89,501Net Assets 2023: $11,520,1692023Assets 2024: $12,894,138Liabilities 2024: $9,457Net Assets 2024: $12,884,6812024

Highlighted filing

2019

Assets$4,965,263
Liabilities$217,923
Net Assets$4,747,340
Open 2019 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $686,2702010Expenses 2011: $675,4422011Expenses 2012: $602,0192012Revenue 2013: $776,432Expenses 2013: $703,937Net Income 2013: $72,4952013Revenue 2014: $1,860,470Expenses 2014: $1,163,563Net Income 2014: $696,9072014Revenue 2015: $52,698Expenses 2015: $79,145Net Income 2015: -$26,4472015Revenue 2016: $1,000,861Expenses 2016: $797,161Net Income 2016: $203,7002016Revenue 2017: $1,339,012Expenses 2017: $1,304,636Net Income 2017: $34,3762017Revenue 2018: $3,213,298Expenses 2018: $2,441,254Net Income 2018: $772,0442018Revenue 2019: $2,924,544Expenses 2019: $2,199,675Net Income 2019: $724,8692019Revenue 2019: $3,145,352Expenses 2019: $2,201,139Net Income 2019: $944,2132019Revenue 2020: $2,452,067Expenses 2020: $1,338,688Net Income 2020: $1,113,3792020Revenue 2021: $5,700,477Expenses 2021: $3,570,277Net Income 2021: $2,130,2002021Revenue 2022: $6,628,190Expenses 2022: $4,752,577Net Income 2022: $1,875,6132022Revenue 2023: $8,538,077Expenses 2023: $7,316,995Net Income 2023: $1,221,0822023Revenue 2024: $8,697,434Expenses 2024: $7,245,793Net Income 2024: $1,451,6412024

Highlighted filing

2019

Revenue$2,924,544
Expenses$2,199,675
Net Income$724,869
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$3,188,088
Mission and Program Overview

Mission

To support the activities of alabama state university.

To support the activities of alabama state university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,940,968$2,553,480▲ $612,512
Cash and Non-Interest-Bearing Accounts$1,189,169$1,878,843▲ $689,674
Savings and Temporary Cash Investments$532,665$532,940▲ $275
Total Assets$3,662,802$4,965,263▲ $1,302,461
Liabilities
Accounts Payable and Accrued Expenses$26,243$217,923▲ $191,680
Total Liabilities$26,243$217,923▲ $191,680
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,187,249$4,003,655▲ $816,406
Net Assets Without Donor Restrictions$449,310$743,685▲ $294,375
Total Net Assets Fund Balance$3,636,559$4,747,340▲ $1,110,781
Total Liabilities and Net Assets / Fund Balance$3,662,802$4,965,263▲ $1,302,461
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer AndersonExecutive DiFT$20,000$20,000

Board Members and Trustees

NameTitle
Cedrick D MooreChair
Annette B QuarlesVice-chair
Damein BaityBoard Member
Delbert B MadisonBoard Member
Destini BrayBoard Member
Dr Gwendolyn BensonBoard Member
Dr Quinton RossBoard Member
Dr Reginald BrownBoard Member
Eddie Robinson JrBoard Member
Erick WrightBoard Member
Gwendolyn W PetersonBoard Member
Jeannine K BrownBoard Member
Judge Shera C GrantBoard Member
Lindsay HardenSecretary
Pamela R HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,459,359
Program Service Revenue
$0
Investment Income
$148,936
Other Revenue
$316,249
All Other Contributions
$1,211,723
Change in Net Assets
$724,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,924,544
Total Revenue per Audited Statements
$2,924,544
Total Revenue per Form 990
$2,924,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,036,897
Salaries, Compensation, and Employee Benefits$98,633
Grants and Similar Amounts Paid$64,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,985,453--$1,985,453
Other Salaries and Wages$78,906$19,727-$98,633
Grants to Domestic Individuals$64,145--$64,145
Office Expenses-$49,344-$49,344
Travel-$2,100-$2,100
Total Functional Expenses$2,128,504$71,171$0$2,199,675

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,199,675
Total Expenses per Audited Statements$2,199,675
Total Expenses per Form 990$2,199,675
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
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the executive director prior to its filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization has regularly scheduled board meetings officers, directors, and key employees are required to disclose any known or potential conflicts of interests at these scheduled meetings.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's compensation was reviewed and approved by the board. The process for determining and deciding the compensation was documented in the board minutes.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available for inspection at its office location upon written request.”

Filing and Contact Details

Filer

Filer Name
Alabama State University
EIN
63-6067745
Phone
3342294950
Address
PO BOX 271, MONTGOMERY, AL 36104

Signing Officer

Name
Jennifer Anderson
Title
Executive Director
Phone
3342294950
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Anderson
Formed
1968
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
20

Preparer

Firm
Wealth Management Partners LLC
Address
575 S LAWRENCE STREET, MONTGOMERY, AL 36104-4611
Preparer
Keary L Foster
Phone
3342309676
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt051302
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281685
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0316249
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012969
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05126
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0335
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018430
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IRS990ScheduleA/PublicSupportPY170Pct00.95700
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt064145
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS REGULARLY SCHEDULED BOARD MEETINGS OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS OF INTERESTS AT THESE SCHEDULED MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD. THE PROCESS FOR DETERMINING AND DECIDING THE COMPENSATION WAS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR INSPECTION AT ITS OFFICE LOCATION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt02459359
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 271
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036104
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342294950
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA STATE UNIVERSITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0636067745
ReturnHeader/Filer/PhoneNum03342294950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 271
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068F98030282995973138AD6080214A385E40238D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.168.231.26
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:35:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631240049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEALTH MANAGEMENT PARTNERS LLC

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,965,263
Liabilities
$217,923
Net assets
$4,747,340
Revenue
$2,924,544
Expenses
$2,199,675
Net income
$724,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.01$12.9$8.70$7.25$1.45
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.09$11.5$8.54$7.32$1.22
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.16$10.2$6.63$4.75$1.88
2021Detailed filing. Detailed filing data is available for this year.$9.05$0.18$8.87$5.70$3.57$2.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$0.01$6.49$2.45$1.34$1.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.01$4.97$3.15$2.20$0.94
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.22$4.75$2.92$2.20$0.72
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.03$3.64$3.21$2.44$0.77
2017Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$1.34$1.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.02$2.89$1.00$0.80$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.87$1.68$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.86$1.16$0.70
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.78$0.70$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.69