Civic Intelligence

Uab Educational Foundation

990 • Fiscal year 2019 • EIN 63-6155094

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 23, 2020

Organization Profilewww.uab.edu/educationalfoundation
1717 11th Avenue South S103ABirmingham, AL 35205

(205) 934-2447

Siviq Scores

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

Liabilities / Assets

48th percentile

0.25x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

1.28x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$696,004

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

18th percentile

-2.5%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$51,951,678

Down $1,349,495 (-2.5%) from 2018

Net Assets

Down

$38,863,822

Down $771,408 (-1.9%) from 2018

Liabilities

Down

$13,087,856

Down $578,087 (-4.2%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin83rd percentile

Revenue

Up

$10,193,334

Up $1,541,845 (+18%) from 2018

Expenses

Down

$7,466,784

Down $1,144,500 (-13%) from 2018

Net Income

Up

$2,726,550

Up $2,686,345 (+6682%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2019

Assets$51,951,678
Liabilities$13,087,856
Net Assets$38,863,822
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

2019

Revenue$10,193,334
Expenses$7,466,784
Net Income$2,726,550
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 23, 2020
Return Version
2018v3.0
Gross Receipts
$11,074,707
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.

To support the University of Alabama at Birmingham in its scientific and educational mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$28,440,213$26,471,440▼ $1,968,773
Investments Other Securities$13,678,344$11,510,466▼ $2,167,878
Cash and Non-Interest-Bearing Accounts$3,766,606$5,938,514▲ $2,171,908
Other Notes and Loans Receivable, Net$5,412,151$5,829,751▲ $417,600
Investments Program Related$1,133,377$1,114,638▼ $18,739
Accounts Receivable$439,227$644,623▲ $205,396
Prepaid Expenses and Deferred Charges$28,460$39,452▲ $10,992
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$53,301,172$51,951,678▼ $1,349,494
Other Assets Total$402,794$402,794→ $0
Liabilities
Tax Exempt Bond Liabilities$12,793,600$12,203,600▼ $590,000
Accounts Payable and Accrued Expenses$549,467$561,381▲ $11,914
Other Liabilities$322,875$322,875→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$13,665,942$13,087,856▼ $578,086
Net Assets / Fund Balance
Unrestricted Net Assets$35,102,853$34,927,221▼ $175,632
Temporarily Rstr Net Assets$4,532,377$3,936,601▼ $595,776
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$39,635,230$38,863,822▼ $771,408
Total Liabilities and Net Assets / Fund Balance$53,301,172$51,951,678▼ $1,349,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,599,936$9,903,007$0
Other Land Buildings$0$0$0
Land$8,483,541-$0
Equipment$0$0$0
Leasehold Improvements$1,387,963$1,330,067$0
Other Securities$6,922,911--
Closely Held Equity Interests$4,587,555--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$631,611$0▲ $31,534$0$615,111
2017$605,377$0▲ $54,515$0$631,611
2016$577,838$0▲ $59,627$0$605,377
2015$608,606$0▲ $421$0$581,338
2014$626,418$0▲ $8,633$0$605,106
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie MoteTreasurerFT$104,496$41,437$145,933
Tonya ZwiebelAssociate TreasurerFT$69,539$31,914$101,453
Allen BoltonVice President-$25,000$25,000$25,000
Ray WattsPresident-$24,000$24,000$24,000
Pamela BenoitDirector-$12,000$12,000$12,000

Board Members and Trustees

NameTitle
Stephanie MullinsAssociate Vice President
Aldos VanceDirector
Charles Collat SrDirector
Charles D Perry JrDirector
Dana KeithDirector
Odessa WoolfolkDirector
Rebecca ReardonDirector
T Michael GoodrichDirector
Vanessa LeonardDirector
Will FernianyDirector
Terri SharpAssociate Secretary
John DanielSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,419,543
Program Service Revenue
$4,850,879
Investment Income
$1,922,912
Other Revenue
$0
All Other Contributions
$3,419,543
Change in Net Assets
$2,726,550

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$110,000Under contract to sell at year-end
Total Noncash Contributions1$110,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,104,355
Revenue Not Reported on Financial Statements
$88,979
Revenue Not Reported on Form 990
$12,331,908
Other Revenue Adjustments
$88,979
Total Revenue per Audited Statements
$22,436,263
Total Revenue per Form 990
$10,193,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,364,509
Other Expenses$2,790,558
Salaries, Compensation, and Employee Benefits$311,717
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,281,992--$4,281,992
Occupancy$1,370,546$3,565$0$1,374,111
Depreciation Depletion$1,008,054$1,953$0$1,010,007
Current Officers, Directors, Trustees, and Key Employees$61,000$135,304$0$196,304
Office Expenses$148,769$39,936$0$188,705
Other Salaries and Wages$69,543$26,966$0$96,509
Fees for Services Accounting$0$83,670$0$83,670
Grants to Domestic Individuals$82,517--$82,517
Other Expenses$0$54,473$0$54,473
Fees for Services Lobbying$38,260$0$0$38,260
Information Technology$0$29,332$0$29,332
Payroll Taxes$0$12,642$0$12,642
Fees for Services Management$12,000$0$0$12,000
Other Employee Benefits$0$4,914$0$4,914
Pension Plan Contributions$0$1,348$0$1,348
Total Functional Expenses$7,223,981$242,803$0$7,466,784

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,124,810
Expenses Not Reported on Form 990$14,658,026
Expenses per Audited Statements$7,466,784
Total Expenses per Form 990$7,466,784
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UabBirmingham, AL501c3-$1,003,282
University FoundationTuscaloosa, AL501c3-$154,710
Alabama HeritageTuscaloosa, AL501c6-$120,000
Alabama Symphony OrchestraBirmingham, AL501c3-$82,500
Higher Education PartnershipMontgomery, AL501c3-$70,059
United Way of Central AlabamaBirmingham, AL501c6-$68,280
The Albert Schweitzer FellowshipBoston, MA501c3-$40,000
Birmingham Museum of ArtBirmingham, AL501c3-$37,000
Economic Development Partnership of Alabama IncBirmingham, AL501c3-$25,000
AG Gaston Boys and Girls ClubBirmingham, AL501c3-$20,000
MomentumBirmingham, AL501c3-$16,000
Breast Cancer ResearchBirmingham, AL501c3-$15,000
American Cancer SocietyBirmingham, AL501c3-$13,600
Red Mountain Theatre CompanyBirmingham, AL501c3-$12,500
Leadership BirminghamBirmingham, AL501c3-$11,550
Birmingham Education FoundationBirmingham, AL501c3-$10,000
Firehouse Shelter Firehouse MinistriesBirmingham, AL501c3-$10,000
Mike Slive Foundation for Prostate Cancer ResearchBirmingham, AL501c3-$10,000
Hand in PawBirmingham, AL501c3-$7,500
The Womens Fund of Greater BirminghamBirmingham, AL501c3-$7,500
Ronald McDonald HouseBirmingham, AL501c3-$6,667
Woodlawn FoundationBirmingham, AL501c3-$6,250
Big Brothers Big Sisters of Greater BirminghamBirmingham, AL--$5,500
Holy Family Cristo Rey Catholic High SchoolBirmingham, AL--$5,500
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CSV of Life Insurance Policy held for UAB$322,875

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Birmingham Downtown Redevelopment2014-02-20$14,813,600Hospital Parking Deck

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,813,600$0$0$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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The operations of the 4th Avenue Parking Deck at UAB Hospital and the Hilton Birmingham at UAB are managed by private management companies.”

Form 990, Part VI, Section B, Line 11B

“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, Section B, Line 12C

“The organizations conflict of interest policy covers all officers and directors. 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, Section B, Line 15

“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, Section C, Line 19

“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
2059342447
Address
1717 11th Avenue South S103A, Birmingham, AL 35205

Signing Officer

Name
Jodie Mote
Title
Treasurer & Controller
Phone
2059342447
Signed
2020-04-23

Organization Details

Principal Officer
Jodie Mote
Formed
1965
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
7
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Loss on subsidiaries (-$3.4M adj for 2017-2019)”

Financial Statement Notes

Schedule D, Part V, Line 4

“Earnings from the endowments maintained by the Foundation are used for student scholarships for the School of Medicine and School of Business as well as general support for the Finance Department in the School of Business.”

Schedule D, Part XI, Line 2D

“Revenues from subsidiaries (Medical Towers Inc, Campus Hospitality Services Inc - Hilton Birmingham at UAB, and the UAB Diabetes Trust Foundation, all of which file separate returns.”

Schedule D, Part XI, Line 4B

“Interest revenue from subsidiary, Medical Towers, Inc”

Schedule D, Part XII, Line 2D

“Expenses of subsidiaries for which separate returns are filed.”

Raw XML AppendixShowing 400 of 1,318 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Allen Bolton
IRS990/Form990PartVIISectionAGrp/PersonNm2Aldos Vance
IRS990/Form990PartVIISectionAGrp/PersonNm3Charles Collat Sr
IRS990/Form990PartVIISectionAGrp/PersonNm4Charles D Perry Jr
IRS990/Form990PartVIISectionAGrp/PersonNm5Dana Keith
IRS990/Form990PartVIISectionAGrp/PersonNm6Odessa Woolfolk
IRS990/Form990PartVIISectionAGrp/PersonNm7Pamela Benoit
IRS990/Form990PartVIISectionAGrp/PersonNm8Rebecca Reardon
IRS990/Form990PartVIISectionAGrp/PersonNm9T Michael Goodrich
IRS990/Form990PartVIISectionAGrp/PersonNm10Vanessa Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm11Will Ferniany
IRS990/Form990PartVIISectionAGrp/PersonNm12Jodie Mote
IRS990/Form990PartVIISectionAGrp/PersonNm13John Daniel
IRS990/Form990PartVIISectionAGrp/PersonNm14Stephanie Mullins
IRS990/Form990PartVIISectionAGrp/PersonNm15Terri Sharp
IRS990/Form990PartVIISectionAGrp/PersonNm16Tonya Zwiebel
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15151301
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/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Associate Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Associate Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Associate Treasurer
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IRS990/FormationYr01965
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029332
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IRS990/InterestGrp/ProgramServicesAmt00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$51,951,678
Liabilities
$13,087,856
Net assets
$38,863,822
Revenue
$10,193,334
Expenses
$7,466,784
Net income
$2,726,550
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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