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Nonprofiteer
← UAB EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by UAB EDUCATIONAL FOUNDATION.

Totals

Total revenue
$13,410,473
Total expenses
$8,289,178
Contributions and grants received
$6,422,703
Grants paid
$1,635,445
Program service revenue
$6,374,346
Investment income
$613,424
Other revenue
$0
Total assets, end of year
$57,471,123
Total liabilities, end of year
$9,685,341
Net assets or fund balances, end of year
$47,785,782
Program services expenses (Part IX)
$8,005,945
Management and general expenses
$283,233
Fundraising expenses
$0
Program service expenses (Part III)
$8,005,945

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RAY WATTS

    PRESIDENT

    Total calculated
    $1,322,310
    From this org
    $0
    From related orgs
    $1,109,969
    Other
    $212,341
    Hours/week
    1 + 61.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,006,910 related
    Bonus
    $0 + $24,000 related
    Other
    $0 + $79,059 related
    Deferred
    $0 + $179,148 related
    Nontaxable benefits
    $0 + $33,193 related
    Filer's total
    $0 + $1,322,310 related
  • SUSAN JENNINGS

    DIRECTOR (BEG 1/24)

    Total calculated
    $874,992
    From this org
    $0
    From related orgs
    $780,103
    Other
    $94,889
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,580 related
    Bonus
    $0 + $214,835 related
    Other
    $0 + $58,688 related
    Deferred
    $0 + $88,500 related
    Nontaxable benefits
    $0 + $6,389 related
    Filer's total
    $0 + $874,992 related
  • PAMELA BENOIT

    DIRECTOR (UNTIL 12/23)

    Total calculated
    $655,460
    From this org
    $0
    From related orgs
    $572,197
    Other
    $83,263
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $513,507 related
    Bonus
    $0 + $12,000 related
    Other
    $0 + $46,690 related
    Deferred
    $0 + $68,539 related
    Nontaxable benefits
    $0 + $14,724 related
    Filer's total
    $0 + $655,460 related
  • BRIAN BURNETT

    VICE PRESIDENT

    Total calculated
    $600,272
    From this org
    $0
    From related orgs
    $511,418
    Other
    $88,854
    Hours/week
    1 + 42.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,618 related
    Bonus
    $0 + $12,000 related
    Other
    $0 + $7,800 related
    Deferred
    $0 + $80,101 related
    Nontaxable benefits
    $0 + $8,753 related
    Filer's total
    $0 + $600,272 related
  • DANA KEITH

    DIRECTOR

    Total calculated
    $600,021
    From this org
    $0
    From related orgs
    $531,255
    Other
    $68,766
    Hours/week
    0 + 41.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $513,337 related
    Bonus
    $0
    Other
    $0 + $17,918 related
    Deferred
    $0 + $56,179 related
    Nontaxable benefits
    $0 + $12,587 related
    Filer's total
    $0 + $600,021 related
  • STEPHANIE MULLINS

    ASSOCIATE VICE PRESIDENT

    Total calculated
    $441,057
    From this org
    $0
    From related orgs
    $374,697
    Other
    $66,360
    Hours/week
    2 + 41.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,251 related
    Bonus
    $0
    Other
    $0 + $1,446 related
    Deferred
    $0 + $54,738 related
    Nontaxable benefits
    $0 + $11,622 related
    Filer's total
    $0 + $441,057 related
  • JOHN DANIEL

    SECRETARY

    Total calculated
    $414,014
    From this org
    $0
    From related orgs
    $392,820
    Other
    $21,194
    Hours/week
    1 + 40.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,585 related
    Bonus
    $0
    Other
    $0 + $3,235 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,194 related
    Filer's total
    $0 + $414,014 related
  • BERNARD MAYS JR

    TREASURER

    Total calculated
    $247,549
    From this org
    $0
    From related orgs
    $190,846
    Other
    $56,703
    Hours/week
    20 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,515 related
    Bonus
    $0
    Other
    $0 + $331 related
    Deferred
    $0 + $33,598 related
    Nontaxable benefits
    $0 + $23,105 related
    Filer's total
    $0 + $247,549 related
  • SHAY REYNOLDS

    ASSOCIATE SECRETARY (BEG 1/24)

    Total calculated
    $200,950
    From this org
    $0
    From related orgs
    $172,654
    Other
    $28,296
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,433 related
    Bonus
    $0
    Other
    $0 + $2,221 related
    Deferred
    $0 + $27,606 related
    Nontaxable benefits
    $0 + $690 related
    Filer's total
    $0 + $200,950 related
  • JANET WOODRUFF-BORDEN

    DIRECTOR (BEG 2/24)

    Total calculated
    $0
    Hours/week
    0.5 + 40 related
  • KATE COTTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • ALDOS VANCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • ODESSA WOOLFOLK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • KEN SIMON

    DIRECTOR (BEG 1/24)

    Total calculated
    $0
    Hours/week
    0.25
  • WES SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • NANCY FOUAD-CAREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related
  • LUCAS GAMBINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • BOLAJI KUKOYI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • VANESSA LEONARD

    DIRECTOR (UNTIL 1/24)

    Total calculated
    $0
    Hours/week
    0.25

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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
DISCRETIONARY SPENDING ACCOUNTS ARE PROVIDED FOR UAB DEAN'S/SENIOR LEADERSHIP AND ARE ADMINISTERED ON AN ACCOUNTABLE PLAN BASIS, INCLUDING REQUIRING SUBSTANTIATION PRIOR TO PAYING EXPENSES.

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 10 largest by cash amount. The API serves every itemized grant.

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 PART VI

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.

  • INTO UAB LLC

    EXCLUDED · INTL STUD REC · AL · 50% owned · general or managing partner

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SEE PART VI

Provenance

Return type
form_990
Tax year
2023
Filed
31 July 2025
IRS schema version
2023v6.0
Source object
202522179349301627

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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