Civic Intelligence

Troy University Foundation

990T • Fiscal year 2023 • EIN 63-6067755

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 07, 2024

Organization ProfileWWW.TROY.EDU/DEVELOPMENT/FOUNDATION
Adams Administration Bldg 241Troy State University, AL 36082

(334) 670-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $81,455,538Liabilities 2011: $30,752,634Net Assets 2011: $50,702,9042011Assets 2012: $93,514,577Liabilities 2012: $35,952,900Net Assets 2012: $57,561,6772012Assets 2013: $114,166,960Liabilities 2013: $51,113,105Net Assets 2013: $63,053,8552013Assets 2014: $128,524,769Liabilities 2014: $62,357,532Net Assets 2014: $66,167,2372014Assets 2015: $130,385,785Liabilities 2015: $59,409,525Net Assets 2015: $70,976,2602015Assets 2016: $154,991,470Liabilities 2016: $75,717,597Net Assets 2016: $79,273,8732016Assets 2017: $168,133,949Liabilities 2017: $87,006,456Net Assets 2017: $81,127,4932017Assets 2018: $187,647,293Liabilities 2018: $100,141,697Net Assets 2018: $87,505,5962018Assets 2019: $196,465,773Liabilities 2019: $103,998,859Net Assets 2019: $92,466,9142019Assets 2020: $224,346,986Liabilities 2020: $125,064,640Net Assets 2020: $99,282,3462020Assets 2021: $251,536,204Liabilities 2021: $136,559,171Net Assets 2021: $114,977,0332021Assets 2022: $216,795,680Liabilities 2022: $111,472,772Net Assets 2022: $105,322,9082022Assets 2023: $237,046,289Liabilities 2023: $121,832,174Net Assets 2023: $115,214,1152023Assets 2024: $223,937,479Liabilities 2024: $90,810,371Net Assets 2024: $133,127,1082024

Latest loaded filing

2024

Assets$223,937,479
Liabilities$90,810,371
Net Assets$133,127,108
Open 2024 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $5,402,1572011Revenue 2012: $10,747,043Expenses 2012: $8,171,540Net Income 2012: $2,575,5032012Expenses 2013: $7,006,0112013Revenue 2014: $12,039,896Expenses 2014: $11,197,984Net Income 2014: $841,9122014Revenue 2015: $36,015,774Expenses 2015: $29,848,435Net Income 2015: $6,167,3392015Revenue 2016: $12,812,079Expenses 2016: $7,214,162Net Income 2016: $5,597,9172016Revenue 2017: $10,213,964Expenses 2017: $11,673,744Net Income 2017: -$1,459,7802017Revenue 2018: $13,029,660Expenses 2018: $9,705,533Net Income 2018: $3,324,1272018Revenue 2019: $15,222,420Expenses 2019: $10,155,263Net Income 2019: $5,067,1572019Revenue 2020: $12,250,534Expenses 2020: $12,186,367Net Income 2020: $64,1672020Revenue 2021: $14,236,895Expenses 2021: $6,569,409Net Income 2021: $7,667,4862021Revenue 2022: $14,891,109Expenses 2022: $8,947,478Net Income 2022: $5,943,6312022Revenue 2023: $16,040,566Expenses 2023: $9,976,553Net Income 2023: $6,064,0132023Revenue 2024: $15,119,386Expenses 2024: $9,442,996Net Income 2024: $5,676,3902024

Latest loaded filing

2024

Revenue$15,119,386
Expenses$9,442,996
Net Income$5,676,390
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 7, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

To assist troy university in building its endowment through a coordinated donor program and sound investment policy thereby ensuring reliable resources for the future.

Filing and Contact Details

Filer

Filer Name
Troy University Foundation
EIN
63-6067755
Phone
3346703000
Address
ADAMS ADMINISTRATION BLDG 241, TROY STATE UNIVERSITY, AL 36082

Signing Officer

Name
Dr James Bookout
Title
Treasurer
Phone
3346703000
Signed
2024-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
105 TALLAPOOSA STREET STE 300, MONTGOMERY, AL 36104
Preparer
Jeri Groce
Phone
3342712200
Raw XML Appendix99 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
IRS990T/BalanceDueAmt01329
IRS990T/BooksInCareOfDetail/PersonNm0DR JAMES BOOKOUT
IRS990T/BooksInCareOfDetail/PhoneNum03346703108
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0ADAMS ADMINISTRATION BUILDING
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd036082
IRS990T/BookValueAssetsEOYAmt0237046289
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt013515
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04645
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt098568
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt04765
IRS990TScheduleA/TotalAllocableDeductionsAmt064418
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt04765
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0162986
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt098568
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0162986
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt064418
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL REAL ESTATE
IRS990TScheduleA/UBIBeforeNOLDedAmt093803
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt093803
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt064418
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.36219
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt01575048
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt04348733
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0450000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0162986
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt066891
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt0110967
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0177858
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0140 UNIVERSITY AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0TROY
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0AL
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd036081
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt019489
IRS990T/TaxLessCreditsAmt019489
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt018160
IRS990T/TotalTaxAmt019489
IRS990T/TotalTaxComputationAmt019489
IRS990T/TotalUBTIAmt092803
IRS990T/TotalUBTIBeforeNOLSpecificAmt093803
IRS990T/TotalUBTIBeforeSection199AAmt093803
IRS990T/TotalUBTIComputedAmt093803
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAMES BOOKOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03346703000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TROY UNIVERSITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TROY
ReturnHeader/Filer/EIN0636067755
ReturnHeader/Filer/PhoneNum03346703000
ReturnHeader/Filer/USAddress/AddressLine1Txt0ADAMS ADMINISTRATION BLDG 241
ReturnHeader/Filer/USAddress/CityNm0TROY STATE UNIVERSITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 TALLAPOOSA STREET STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03342712200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERI GROCE
ReturnHeader/ReturnTs02024-08-14T08:18:29-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$224$90.8$133$15.1$9.44$5.68
2023Detailed filing. Detailed filing data is available for this year.$237$122$115$16.0$9.98$6.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$217$111$105$14.9$8.95$5.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$137$115$14.2$6.57$7.67
2020Detailed filing. Detailed filing data is available for this year.$224$125$99.3$12.3$12.2$0.06
2019Detailed filing. Detailed filing data is available for this year.$196$104$92.5$15.2$10.2$5.07
2018Detailed filing. Detailed filing data is available for this year.$188$100$87.5$13.0$9.71$3.32
2017Detailed filing. Detailed filing data is available for this year.$168$87.0$81.1$10.2$11.7$1.46
2016Detailed filing. Detailed filing data is available for this year.$155$75.7$79.3$12.8$7.21$5.60
2015Detailed filing. Detailed filing data is available for this year.$130$59.4$71.0$36.0$29.8$6.17
2014Detailed filing. Detailed filing data is available for this year.$129$62.4$66.2$12.0$11.2$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$51.1$63.1$7.01
2012Summary only. Only limited summary data is available for this year.$93.5$36.0$57.6$10.7$8.17$2.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.5$30.8$50.7$5.40