Form 990 for tax year 2022
Filed by UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION.
Totals
- Total revenue
- $35,328,208
- Total expenses
- $25,021,421
- Contributions and grants received
- $5,825,263
- Grants paid
- $23,193,989
- Program service revenue
- $0
- Investment income
- $22,180,877
- Other revenue
- $7,322,068
- Total assets, end of year
- $120,958,667
- Total liabilities, end of year
- $13,252,567
- Net assets or fund balances, end of year
- $107,706,100
- Program services expenses (Part IX)
- $23,193,989
- Management and general expenses
- $1,827,432
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $23,193,989
Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
FINIS E ST JOHN IV
CHANCELLOR
- Total calculated
- $1,317,674
- From this org
- $0
- From related orgs
- $1,180,431
- Other
- $137,243
- Hours/week
- 0.1
Schedule J breakdown matched by us
- Base
- not reported + $747,170 related
- Bonus
- not reported + $318,266 related
- Other
- not reported + $114,995 related
- Deferred
- not reported + $124,636 related
- Nontaxable benefits
- not reported + $12,607 related
- Filer's total
- not reported + $1,317,674 related
-
CHARLES L KARR
EX OFFICIO,
- Total calculated
- $625,351
- From this org
- $0
- From related orgs
- $625,351
- Other
- $0
- Hours/week
- 0.1
Schedule J breakdown matched by us
- Base
- not reported + $621,164 related
- Bonus
- not reported
- Other
- not reported + $4,187 related
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $625,351 related
-
TODD M BARRE
EX-OFFICIO
- Total calculated
- $321,094
- From this org
- $0
- From related orgs
- $321,094
- Other
- $0
- Hours/week
- 0.25
Schedule J breakdown matched by us
- Base
- not reported + $318,317 related
- Bonus
- not reported
- Other
- not reported + $2,777 related
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $321,094 related
-
MALLIE S HALE
EXECUTIVE DI
- Total calculated
- $194,680
- From this org
- $0
- From related orgs
- $194,680
- Other
- $0
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- not reported + $194,280 related
- Bonus
- not reported
- Other
- not reported + $400 related
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $194,680 related
-
DR MARCUS J BENDICKSON
VICE CHAIRMA
- Total calculated
- $0
- Hours/week
- 0.25
-
JAMES T BOLTE
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
DR CHIA-HWA CHAN
TRUSTEE EMER
- Total calculated
- $0
- Hours/week
- 0
-
KATHY L CHAN
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
VAN CORUM
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
S DAGNAL ROWE ESQ
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
JOHN GIBSON
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
RONALD GRAY
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.1
-
LINDA L GREEN
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
JEFF GRONBERG
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
JOHN S HENDRICKS
TRUSTEE EMER
- Total calculated
- $0
- Hours/week
- 0
-
A EUGENE SAPP JR
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
CARL J GESSLER JR
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
JAMES R HUDSON JR
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
PHILIP BENTLEY JR
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
WF SANDERS JR
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
WILLIAM H JOHNSTON JR
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
KIM CAUDLE LEWIS
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
ELIZABETH J LOWE
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
PETER L LOWE
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
RON POTEAT
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
GURMEJ SANDHU
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
J MICHAEL SEGREST
COMMITTE CHA
- Total calculated
- $0
- Hours/week
- 0.25
-
SANGEETA SINGHAL
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
JAN SMITH
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
LINDA J SMITH
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.25
-
JEAN TEMPLETON
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
TIM THORNTON
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
IRMA L TUDER
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
JOHN R WYNN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.25
-
TOM YOUNG
TERM MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
THE UNIVERSITY OF AL IN HUNTSVILLE
$21,954,454
CONTRIBUTIONS
-
THE UNIVERSITY OF AL IN HUNTSVILLE
$1,239,535
SCHOLARSHIPS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SEE ATTACHED
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
UNRELATED · SOFTDRINKS · AL · share of income $6,220,081 · share of assets $10,025,072
-
UNRELATED · REAL ESTAT · AL · 44.44% owned · share of income $427,815
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORP · MANF. SOFT · AL · share of income $176,918 · share of assets $7,945,432
-
S CORP · REAL ESTAT · AL · 11.112% owned · share of income $176,171 · share of assets $1,542,413
-
S CORP · REAL ESTAT · AL · 44.44% owned · share of income $52,488 · share of assets $667,395
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431629349301543
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.