Civic Intelligence

Uab Educational Foundation

990 • Fiscal year 2021 • EIN 63-6155094

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

50th percentile

0.24x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

1.64x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$1,845,408

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

7th percentile

-7.4%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-17%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$50,907,146

Down $4,050,869 (-7.4%) from 2020

Net Assets

Down

$38,702,602

Down $3,564,071 (-8.4%) from 2020

Liabilities

Down

$12,204,544

Down $486,798 (-3.8%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin66th percentile

Revenue

Down

$7,438,300

Down $1,563,513 (-17%) from 2020

Expenses

Down

$5,870,150

Down $1,298,738 (-18%) from 2020

Net Income

Down

$1,568,150

Down $264,775 (-14%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2021

Assets$50,907,146
Liabilities$12,204,544
Net Assets$38,702,602
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$7,438,300
Expenses$5,870,150
Net Income$1,568,150
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.1
Gross Receipts
$7,438,300
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$26,550,880$26,583,267▲ $32,387
Investments Other Securities$15,515,629$10,774,568▼ $4,741,061
Other Notes and Loans Receivable, Net$7,487,555$8,031,952▲ $544,397
Cash and Non-Interest-Bearing Accounts$3,297,596$3,805,306▲ $507,710
Investments Program Related$1,173,786$1,309,259▲ $135,473
Accounts Receivable$493,357$0▼ $493,357
Prepaid Expenses and Deferred Charges$36,418$0▼ $36,418
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$54,958,015$50,907,146▼ $4,050,869
Other Assets Total$402,794$402,794→ $0
Liabilities
Tax Exempt Bond Liabilities$11,578,600$10,928,600▼ $650,000
Accounts Payable and Accrued Expenses$789,867$953,069▲ $163,202
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$12,691,342$12,204,544▼ $486,798
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,191,964$34,913,828▼ $4,278,136
Net Assets With Donor Restrictions$3,074,709$3,788,774▲ $714,065
Total Net Assets Fund Balance$42,266,673$38,702,602▼ $3,564,071
Total Liabilities and Net Assets / Fund Balance$54,958,015$50,907,146▼ $4,050,869

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,203,736$11,266,121-
Land$8,259,090--
Leasehold Improvements$2,120,441$1,797,939-
Other Securities$10,962,941--
Closely Held Equity Interests$-188,373--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie MoteTreasurerFT$139,300$21,434$160,734
Tonya ZwiebelAssociate TreasurerFT$72,566$34,601$107,167
Allen BoltonVice President-$25,000$25,000$25,000
Ray L Watts MdPresident-$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 D Perry JrDirector
Dana KeithDirector
Issac William FernianyDirector
Kate CottonDirector
Mazi RasulniaDirector
Odessa WoolfolkDirector
T Michael GoodrichDirector
Vanessa LeonardDirector
Wes SmithDirector
Terri Alexander SharpAssociate Secretary
John DanielSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,287,723
Program Service Revenue
$3,985,651
Investment Income
$164,926
Other Revenue
$0
All Other Contributions
$476,123
Change in Net Assets
$1,568,150

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,360,363
Revenue Not Reported on Financial Statements
$77,937
Revenue Not Reported on Form 990
$10,681,271
Other Revenue Adjustments
$58,324
Total Revenue per Audited Statements
$18,041,634
Total Revenue per Form 990
$7,438,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,858,964
Grants and Similar Amounts Paid$766,756
Salaries, Compensation, and Employee Benefits$244,430
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,025,622$50,850$0$2,025,622
Occupancy$1,424,301$0$0$1,424,301
Depreciation Depletion$1,092,053$0$0$1,092,053
Grants to Domestic Orgs$766,756--$766,756
Current Officers, Directors, Trustees, and Key Employees$61,000$88,070$0$149,070
Office Expenses$83,970$33,015$0$116,985
Fees for Services Accounting$0$80,450$0$80,450
Other Salaries and Wages$67,273$13,175$0$80,448
Information Technology$0$32,590$0$32,590
Fees for Service Investment Mgmnt Fees$0$19,613$0$19,613
Payroll Taxes$0$12,633$0$12,633
Fees for Services Management$12,000$0$0$12,000
Other Employee Benefits$0$1,620$0$1,620
Pension Plan Contributions$0$659$0$659
Total Functional Expenses$5,682,975$187,175$0$5,870,150

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$19,208,710
Expenses Not Reported on Form 990$13,358,173
Total Expenses per Form 990$5,870,150
Expenses per Audited Statements$5,850,537
Expenses Not Reported on Financial Statements$19,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UabBirmingham, AL501(c)(3)Miscellaneous Support to the University$549,009
Alabama Symphony OrchestraBirmingham, AL501(c)(3)UAB SOM SPONSORSHIP, MAESTRO'S GALS$72,500
Birmingham Museum of ArtBirmingham, AL501(c)(3)Sponsorship of 2020 Family Programs$35,000
Breast Cancer ResearchBirmingham, AL501(c)(3)Breast Cancer Research Foundation Sponsorship$15,000
Alabama Kidney FoundationHoover, AL501(c)(3)2021 Birmingham Kidney Walk Sponsorship$10,000
Firehouse Shelterfirehouse MinistriesBirmingham, AL501(c)(3)UAB ADMIN SUPPORT OF FIREHOUSE MINISTRIES #3 OF 5$10,000
Hand in PawBirmingham, AL501(c)(3)Fun Run and Event Sponsorship$10,000
Mike Slive Foundation for Prostate Cancer ResearchBirmingham, AL501(c)(3)Sponsorship for Beyond Blue 2020$7,500
Lakeshore FoundationBirmingham, AL501(c)(3)Uab Admin Support of Year 2 of 5$7,000
American Cancer SocietyBirmingham, AL501(c)(3)SPONSORSHIP PAYMENT FOR "RESEAR-HERS" ON BEHALF OF O'NEAL$5,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
Cash Surrender Value of Life Ins.$322,875

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABirmingham Downtown Redevelopment Authority2014-02-20$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
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
No
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“The form 990 is prepared by pricewaterhousecoopers, llp. It is reviewed by the uab ef treasurer and associate vice president prior to filing with the irs. The 990 is also distributed to the board of directors prior to filing and is shared at the next board meeting.”

Part VI, Section B, Line 12C

“The organization's conflict of interest policy covers all officers and directors. All covered persons have the 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.”

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.”

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
In Care Of
% BERNARD MAYS JR
Phone
2059342447
Address
1717 11TH AVENUE SOUTH S103A, BIRMINGHAM, AL 35205

Signing Officer

Name
Bernard Mays Jr
Title
Treasurer
Phone
2059961277
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernard Mays Jr
Formed
1965
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
PricewaterhouseCoopers LLP
Address
655 NEW YORK AVENUE NW SUITE 1100, WASHINGTON, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Supplemental Narrative

Financial Statement Notes

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSOCIATE SECRETARY
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,907,146
Liabilities
$12,204,544
Net assets
$38,702,602
Revenue
$7,438,300
Expenses
$5,870,150
Net income
$1,568,150
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
2021Detailed filing. Detailed filing data is available for this year.$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
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