Civic Intelligence

Uab Educational Foundation

990 • Fiscal year 2016 • EIN 63-6155094

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

1717 11th Avenue South S103ABirmingham, AL 35205

(205) 934-2427

Siviq Scores

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

Liabilities / Assets

46th percentile

0.27x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

1.63x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

71st percentile

9.6%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$657,628

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

48%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$55,080,029

Up $589,486 (+1.1%) from 2015

Net Assets

Up

$40,171,226

Up $916,194 (+2.3%) from 2015

Liabilities

Down

$14,908,803

Down $326,708 (-2.1%) from 2015

Revenue

Up

$9,157,935

Up $2,966,513 (+48%) from 2015

Expenses

Up

$8,279,418

Up $2,801,508 (+51%) from 2015

Net Income

Up

$878,517

Up $165,005 (+23%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $51,471,997Liabilities 2011: $16,644,997Net Assets 2011: $34,827,0002011Assets 2012: $56,768,137Liabilities 2012: $16,382,003Net Assets 2012: $40,386,1342012Assets 2013: $56,696,720Liabilities 2013: $16,611,835Net Assets 2013: $40,084,8852013Assets 2014: $53,861,467Liabilities 2014: $15,629,807Net Assets 2014: $38,231,6602014Assets 2015: $54,490,543Liabilities 2015: $15,235,511Net Assets 2015: $39,255,0322015Assets 2016: $55,080,029Liabilities 2016: $14,908,803Net Assets 2016: $40,171,2262016Assets 2017: $53,166,374Liabilities 2017: $14,148,740Net Assets 2017: $39,017,6342017Assets 2018: $53,301,173Liabilities 2018: $13,665,943Net Assets 2018: $39,635,2302018Assets 2019: $51,951,678Liabilities 2019: $13,087,856Net Assets 2019: $38,863,8222019Assets 2020: $54,958,015Liabilities 2020: $12,691,342Net Assets 2020: $42,266,6732020Assets 2021: $50,907,146Liabilities 2021: $12,204,544Net Assets 2021: $38,702,6022021Assets 2022: $49,166,542Liabilities 2022: $11,095,528Net Assets 2022: $38,071,0142022Assets 2023: $50,912,311Liabilities 2023: $10,376,883Net Assets 2023: $40,535,4282023Assets 2024: $57,471,123Liabilities 2024: $9,685,341Net Assets 2024: $47,785,7822024

Highlighted filing

2016

Assets$55,080,029
Liabilities$14,908,803
Net Assets$40,171,226

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,087,964Expenses 2011: $6,989,355Net Income 2011: $1,098,6092011Expenses 2012: $8,586,2762012Expenses 2013: $8,910,2442013Revenue 2014: $8,454,342Expenses 2014: $11,046,307Net Income 2014: -$2,591,9652014Revenue 2015: $6,191,422Expenses 2015: $5,477,910Net Income 2015: $713,5122015Revenue 2016: $9,157,935Expenses 2016: $8,279,418Net Income 2016: $878,5172016Revenue 2017: $8,397,453Expenses 2017: $7,577,134Net Income 2017: $820,3192017Revenue 2018: $8,651,489Expenses 2018: $8,611,284Net Income 2018: $40,2052018Revenue 2019: $10,193,334Expenses 2019: $7,466,784Net Income 2019: $2,726,5502019Revenue 2020: $9,001,813Expenses 2020: $7,168,888Net Income 2020: $1,832,9252020Revenue 2021: $7,438,300Expenses 2021: $5,870,150Net Income 2021: $1,568,1502021Revenue 2022: $9,271,948Expenses 2022: $7,316,218Net Income 2022: $1,955,7302022Revenue 2023: $10,217,144Expenses 2023: $8,756,925Net Income 2023: $1,460,2192023Revenue 2024: $13,410,473Expenses 2024: $8,289,178Net Income 2024: $5,121,2952024

Highlighted filing

2016

Revenue$9,157,935
Expenses$8,279,418
Net Income$878,517
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$9,394,987
Mission and Program Overview

Mission

To support the university of alabama at birmingham in its scientific and educational mission, including managing and disbursing funds, acquiring real property, and providing operational flexibility.

The UAB Educational Foundation exists for the sole purpose of supporting the University of Alabama at Birmingham UAB in its scientific and educational mission. This support includes managing and disbursing funds, acquiring real property, and providing general operational flexibility for the benefit of the University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$29,997,668$30,708,069▲ $710,401
Investments Other Securities$17,567,506$16,761,120▼ $806,386
Other Notes and Loans Receivable, Net$1,382,551$2,329,151▲ $946,600
Cash and Non-Interest-Bearing Accounts$2,939,638$2,214,148▼ $725,490
Savings and Temporary Cash Investments$1,030,960$1,233,905▲ $202,945
Investments Program Related$1,049,854$1,130,311▲ $80,457
Accounts Receivable$315,500$295,841▼ $19,659
Prepaid Expenses and Deferred Charges$43,740$43,490▼ $250
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$54,490,545$55,080,029▲ $589,484
Other Assets Total$163,128$363,994▲ $200,866
Liabilities
Tax Exempt Bond Liabilities$14,403,600$13,893,600▼ $510,000
Accounts Payable and Accrued Expenses$674,803$731,127▲ $56,324
Other Liabilities$157,108$284,076▲ $126,968
Total Liabilities$15,235,511$14,908,803▼ $326,708
Net Assets / Fund Balance
Unrestricted Net Assets$34,311,245$35,381,421▲ $1,070,176
Temporarily Rstr Net Assets$4,887,457$4,737,011▼ $150,446
Permanently Rstr Net Assets$56,332$52,794▼ $3,538
Total Net Assets Fund Balance$39,255,034$40,171,226▲ $916,192
Total Liabilities and Net Assets / Fund Balance$54,490,545$55,080,029▲ $589,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,615,113$7,772,495$27,387,608
Land$9,875,838-$9,875,838
Leasehold Improvements$1,217,118$792,166$2,009,284
Investment Program Related Org$50,000--
Closely Held Equity Interests$7,925,542--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$608,606-▲ $421$3,500$577,838
2014$626,418$3,500▲ $8,633-$608,606
2013$604,811-▲ $63,729-$626,418
2012$604,231-▲ $51,652-$604,811
2011$497,656-▲ $108,025-$604,231
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie MoteTreasurerFT$95,242$38,395$133,637
Tonya ZwiebelTreasurerFT$65,217$23,207$88,424
Christopher CliffordExecutive Director-$11,838$6,200$25,000
Linda LucasDirector-$6,200$435,913$24,780
C Ray HayesDirector-$11,838$25,000$11,838
G Allen BoltonVice President-$25,000$24,780$6,200

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,757,660
Program Service Revenue
$4,887,068
Investment Income
$514,825
Other Revenue
$-1,618
All Other Contributions
$3,757,660
Change in Net Assets
$878,517

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial2$420,000Appraisal
Real Estate Other1$73,900Retail value
Total Noncash Contributions3$493,900-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,122,219
Revenue Not Reported on Financial Statements
$35,716
Revenue Not Reported on Form 990
$1,762,175
Other Revenue Adjustments
$35,716
Total Revenue per Audited Statements
$10,884,394
Total Revenue per Form 990
$9,157,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,811,998
Other Expenses$2,746,455
Salaries, Compensation, and Employee Benefits$720,965
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,811,998--$4,811,998
Occupancy$1,262,914$9,114-$1,272,028
Depreciation Depletion$872,935$3,492-$876,427
Other Salaries and Wages$480,149$14,211-$494,360
Current Officers, Directors, Trustees, and Key Employees$49,000$161,699-$210,699
Office Expenses$182,196$17,815-$200,011
Fees for Services Lobbying$179,058--$179,058
Fees for Services Legal$123,180--$123,180
Fees for Services Accounting-$60,870-$60,870
Information Technology-$18,500-$18,500
Payroll Taxes-$13,329-$13,329
Fees for Services Management$12,000--$12,000
Conferences and Meetings-$3,053-$3,053
Other Employee Benefits-$1,867-$1,867
Pension Plan Contributions-$710-$710
Other Expenses$132,800$-132,800-$0
Total Functional Expenses$8,106,230$173,188$0$8,279,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,978,692
Total Expenses per Form 990$8,279,418
Expenses per Audited Statements$8,238,502
Expenses Not Reported on Form 990$1,740,190
Expenses Not Reported on Financial Statements$40,916
Other Expense Adjustments$40,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UabBirmingham, AL-General support$1,288,764
Alabama Assoc For Higher EdTuscaloosa, AL501(c)(6)Member Dues as member of UA Sys$291,000
University FoundationTuscaloosa, AL-General support as member of UA Sys$143,838
Birmingham Business AllianceBirmingham, AL-Community support$115,700
University of AlabamaTuscaloosa, AL-Alabama Heritage Co-Publishing$69,300
Higher Education PartnershipMontgomery, AL-Annual Institutional dues$52,220
Alabama Symphony OrchestraBirmingham, AL501(c)(6)Sponorship/ASO Maestro's Ball$43,985
United Way of Central AlabamaBirmingham, AL-Loaned Executives Fundraiser$36,280
REV BirminghamBirmingham, AL-Annual Sponsorship$35,250
Economic Developm Part of ALBirmingham, AL-Institutional support$25,000
National Multiple Sclerosis SBirmingham, AL-Legacy of Leadership Campaign$25,000
Lakeshore FoundationBirmingham, AL-Night of Champions Sponsor$11,667
Childrens Hospital of AlabamBirmingham, AL-Shining Star Sponsorship$10,833
Alzheimers of Central AlabamBirmingham, AL501(c)(6)Caregivers Conference Sponsor$10,000
Birmingham Education FoundatiBirmingham, AL-Family Game Night Sponsor$10,000
Birmingham International CentBirmingham, AL-General support$10,000
Abataka FoundationWest Palm Beach, FL501(c)(6)General support$7,500
Big Brothers Big Sisters-BhmBirmingham, AL-Night of Big Stars Sponsor$6,500
Birmingham Museum of ArtBirmingham, AL-Sponsor - Museum Ball$5,600
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CSV of Life Insurance Held for UAB$284,076

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Birmingham Downto2014-02-20$14,813,600Parking Deck Financing

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,813,600--$29,500

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

The Board does delegate authority to its Executive Committee to perform any routine administrative matters. These actions are subject to the approval of the full Board at its next meeting.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is prepared by the Treasurer and reviewed by the UABEF's Vice President also a director and Associate Vice President, as well as the UAB Associate VP for Financial Affairs. The 990 is also distributed to the the Board of Directors prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organizations conflict of interest policy covers all officers, directors, or committee members. All covered persons have duty to disclose any actual or possible conflicts, and the full board minus the interested person discuss and vote on the transaction giving rise to the potential conflict. In addition to the duty to voluntarily disclose any conflicts, directors and officers are asked annually as part of the Form 990 preparation process to disclose any family or business relationships with other officers, board members or highly compensated independent contractors.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

All UAB Educational Foundation officers and staff are employees of the University of Alabama at Birmingham and are subject to the University's salary guidelines and policies.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Foundation makes its Forms 990 and Financial Statements available on its website for the previous 3 years, and all other policies and related documents are available upon request.

Filing and Contact Details

Filer

Filer Name
UAB Educational Foundation
EIN
63-6155094
Phone
2059342427
Address
1717 11th Avenue South S103A, Birmingham, AL 35205

Signing Officer

Name
Jodie Mote
Title
Treasurer
Signed
2016-11-10

Organization Details

Formed
1965
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
6
Employees
0
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Intended uses of endowment funds are for student scholarships Newsome Fund and attendance at investment/business related conferences School of Business Green & Gold Fund Student-Managed Portfolio

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

UAB Diab. Trust Fdn Revenue $39857 Rental Expenses netted against Rev on FS $237052 Medical Towers Revenue $1729040 Change in value of Split Interest Agreem $-40916

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Interest income from Medical Towers $35716

Part XII, Line 2D: Other expenses and losses per audited F/S

UAB Diabetes Trust Fdn Expenses $22745 Medical Towers expenses $1516109 Non-Program Service Rental Expenses $201336

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Change in Value of Split Interest Agreem $40916

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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt269009
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt858901
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1247684
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1355111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1434547
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1518395
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1623207
IRS990/Form990PartVIISectionAGrp/PersonNm0Ray Watts
IRS990/Form990PartVIISectionAGrp/PersonNm1G Allen Bolton
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Lucas
IRS990/Form990PartVIISectionAGrp/PersonNm3William Ferniany
IRS990/Form990PartVIISectionAGrp/PersonNm4Vanessa Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm5Charles Collat Sr
IRS990/Form990PartVIISectionAGrp/PersonNm6Aldos Vance
IRS990/Form990PartVIISectionAGrp/PersonNm7T Michael Goodrich
IRS990/Form990PartVIISectionAGrp/PersonNm8C Ray Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm9Rebecca Reardon
IRS990/Form990PartVIISectionAGrp/PersonNm10Charles D Perry Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11Odessa Woolfolk
IRS990/Form990PartVIISectionAGrp/PersonNm12Christopher Clifford
IRS990/Form990PartVIISectionAGrp/PersonNm13W John Daniel
IRS990/Form990PartVIISectionAGrp/PersonNm14Terri Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm15Jodie Mote
IRS990/Form990PartVIISectionAGrp/PersonNm16Tonya Zwiebel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1211838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1595242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1665217
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0558254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1458531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2366904
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8496417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12199182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13266084
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14137130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1520000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt037964
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt04811998
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04811998
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04811998
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037964
IRS990/GrossReceiptsAmt09394987
IRS990/GrossRentsGrp/RealAmt0235434
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018500
IRS990/InformationTechnologyGrp/TotalAmt018500
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0476582
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0476861
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0279
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017567506
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016761120
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01049854
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01130311
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08564661
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029997668
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030708069
IRS990/LandBldgEquipCostOrOtherBssAmt039272730
IRS990/LegalDomicileStateCd0AL
IRS990/LessRentalExpensesGrp/RealAmt0237052
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The UAB Educational Foundation exists for the sole purpose of supporting the University of Alabama at Birmingham UAB in its scientific and educational mission. This support includes managing and disbursing funds, acquiring real property, and providing general operational flexibility for the benefit of the University.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt039255034
IRS990/NetAssetsOrFundBalancesEOYAmt040171226
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt037964
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt037964
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-1618
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-1618
IRS990/NetUnrlzdGainsLossesInvstAmt037675
IRS990/NoncashContributionsAmt0493900
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09114
IRS990/OccupancyGrp/ProgramServicesAmt01262914
IRS990/OccupancyGrp/TotalAmt01272028
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017815
IRS990/OfficeExpensesGrp/ProgramServicesAmt0182196
IRS990/OfficeExpensesGrp/TotalAmt0200011
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0163128
IRS990/OtherAssetsTotalGrp/EOYAmt0363994
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01867
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01867
IRS990/OtherExpensesGrp/Desc0Property Taxes
IRS990/OtherExpensesGrp/Desc1Allocation of Salary/Audit Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-132800
IRS990/OtherExpensesGrp/ProgramServicesAmt0132800
IRS990/OtherExpensesGrp/TotalAmt01328
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherLiabilitiesGrp/BOYAmt0157108
IRS990/OtherLiabilitiesGrp/EOYAmt0284076
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014211
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0480149
IRS990/OtherSalariesAndWagesGrp/TotalAmt0494360
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01382551
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02329151
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013329
IRS990/PayrollTaxesGrp/TotalAmt013329
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0710
IRS990/PensionPlanContributionsGrp/TotalAmt0710
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt056332
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt052794
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043740
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043490
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Hospital Parking Facility
IRS990/ProgramServiceRevenueGrp/Desc1Prog. Related Invest. Inc
IRS990/ProgramServiceRevenueGrp/Desc2Rent-Affiliated ExOrg
IRS990/ProgramServiceRevenueGrp/Desc3Vending Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03345569
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12073
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2983877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3555549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03345569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2983877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3555549
IRS990/ProgSrvcAccomActy2Grp/Desc0Operation of a patient parking facility for the University Hospital.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02037388
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03345569
IRS990/ProgSrvcAccomActy3Grp/Desc0Facilities leased to the University of Alabama at Birmingham to support its educational and scientific functions
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0361237
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01442757
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02426230
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03057918
IRS990/PYInvestmentIncomeAmt0292532
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01807969
IRS990/PYOtherRevenueAmt063486
IRS990/PYProgramServiceRevenueAmt03409174
IRS990/PYRevenuesLessExpensesAmt0713512
IRS990/PYSalariesCompEmpBnftPaidAmt0612023
IRS990/PYTotalExpensesAmt05477910
IRS990/PYTotalRevenueAmt06191422
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0878517
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt0-1618
IRS990/ReportInvestmentsOtherSecInd0true

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$9.69$47.8$13.4$8.29$5.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$10.4$40.5$10.2$8.76$1.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$11.1$38.1$9.27$7.32$1.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$12.2$38.7$7.44$5.87$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$12.7$42.3$9.00$7.17$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$13.1$38.9$10.2$7.47$2.73
2018Summary only. Only limited summary data is available for this year.$53.3$13.7$39.6$8.65$8.61$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.2$14.1$39.0$8.40$7.58$0.82
2016Detailed filing. Detailed filing data is available for this year.$55.1$14.9$40.2$9.16$8.28$0.88
2015Summary only. Only limited summary data is available for this year.$54.5$15.2$39.3$6.19$5.48$0.71
2014Detailed filing. Detailed filing data is available for this year.$53.9$15.6$38.2$8.45$11.0$2.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.7$16.6$40.1$8.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$16.4$40.4$8.59
2011Summary only. Only limited summary data is available for this year.$51.5$16.6$34.8$8.09$6.99$1.10