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← THE UNIVERSITY OF SOUTH ALABAMA PROFESSIONAL LIABILITY TRUST FUND

Form 990 for tax year 2024

Filed by THE UNIVERSITY OF SOUTH ALABAMA PROFESSIONAL LIABILITY TRUST FUND.

Totals

Total revenue
$17,201,123
Total expenses
$28,088,922
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,968,949
Investment income
$6,232,174
Other revenue
$0
Total assets, end of year
$53,027,062
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$53,027,062
Program services expenses (Part IX)
$28,088,922
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$28,088,922

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JO BONNER

    DIRECTOR

    Total calculated
    $836,808
    From this org
    $0
    From related orgs
    $779,967
    Other
    $56,841
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $754,954 related
    Bonus
    not reported
    Other
    not reported + $25,013 related
    Deferred
    not reported + $41,224 related
    Nontaxable benefits
    not reported + $15,617 related
    Filer's total
    not reported + $836,808 related

  • OWEN BAILEY

    DIRECTOR

    Total calculated
    $758,035
    From this org
    $0
    From related orgs
    $657,075
    Other
    $100,960
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $651,066 related
    Bonus
    not reported
    Other
    not reported + $6,009 related
    Deferred
    not reported + $84,548 related
    Nontaxable benefits
    not reported + $16,412 related
    Filer's total
    not reported + $758,035 related

  • ANDI KENT

    DIRECTOR

    Total calculated
    $751,931
    From this org
    $0
    From related orgs
    $651,348
    Other
    $100,583
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $649,535 related
    Bonus
    not reported
    Other
    not reported + $1,813 related
    Deferred
    not reported + $84,198 related
    Nontaxable benefits
    not reported + $16,385 related
    Filer's total
    not reported + $751,931 related

  • JOHN MARYMONT

    DIRECTOR

    Total calculated
    $746,623
    From this org
    $0
    From related orgs
    $693,978
    Other
    $52,645
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $691,072 related
    Bonus
    not reported
    Other
    not reported + $2,906 related
    Deferred
    not reported + $37,028 related
    Nontaxable benefits
    not reported + $15,617 related
    Filer's total
    not reported + $746,623 related

  • MICHAEL CHANG

    DIRECTOR

    Total calculated
    $632,732
    From this org
    $0
    From related orgs
    $599,517
    Other
    $33,215
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $599,121 related
    Bonus
    not reported
    Other
    not reported + $396 related
    Deferred
    not reported + $17,250 related
    Nontaxable benefits
    not reported + $15,965 related
    Filer's total
    not reported + $632,732 related

  • JON SIMMONS

    DIRECTOR

    Total calculated
    $627,082
    From this org
    $0
    From related orgs
    $601,547
    Other
    $25,535
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $601,457 related
    Bonus
    not reported
    Other
    not reported + $90 related
    Deferred
    not reported + $17,250 related
    Nontaxable benefits
    not reported + $8,285 related
    Filer's total
    not reported + $627,082 related

  • BENNY STOVER

    DIRECTOR

    Total calculated
    $440,919
    From this org
    $0
    From related orgs
    $410,418
    Other
    $30,501
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $410,280 related
    Bonus
    not reported
    Other
    not reported + $138 related
    Deferred
    not reported + $14,500 related
    Nontaxable benefits
    not reported + $16,001 related
    Filer's total
    not reported + $440,919 related

  • KRISTEN ROBERTS

    DIRECTOR

    Total calculated
    $400,358
    From this org
    $0
    From related orgs
    $345,216
    Other
    $55,142
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $344,810 related
    Bonus
    not reported
    Other
    not reported + $406 related
    Deferred
    not reported + $39,498 related
    Nontaxable benefits
    not reported + $15,644 related
    Filer's total
    not reported + $400,358 related

  • KRISTIN DUKES

    DIRECTOR

    Total calculated
    $348,431
    From this org
    $0
    From related orgs
    $294,703
    Other
    $53,728
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $292,850 related
    Bonus
    not reported
    Other
    not reported + $1,853 related
    Deferred
    not reported + $37,316 related
    Nontaxable benefits
    not reported + $16,412 related
    Filer's total
    not reported + $348,431 related

  • WILLIAM GRETE

    DIRECTOR

    Total calculated
    $331,314
    From this org
    $0
    From related orgs
    $300,361
    Other
    $30,953
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $289,484 related
    Bonus
    not reported
    Other
    not reported + $10,877 related
    Deferred
    not reported + $14,952 related
    Nontaxable benefits
    not reported + $16,001 related
    Filer's total
    not reported + $331,314 related

  • JAMES E CARTER JR

    DIRECTOR

    Total calculated
    $297,854
    From this org
    $0
    From related orgs
    $253,556
    Other
    $44,298
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $252,337 related
    Bonus
    not reported
    Other
    not reported + $1,219 related
    Deferred
    not reported + $30,928 related
    Nontaxable benefits
    not reported + $13,370 related
    Filer's total
    not reported + $297,854 related

  • SPENCER LARCHE

    DIRECTOR

    Total calculated
    $198,120
    From this org
    $0
    From related orgs
    $162,382
    Other
    $35,738
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $162,084 related
    Bonus
    not reported
    Other
    not reported + $298 related
    Deferred
    not reported + $20,181 related
    Nontaxable benefits
    not reported + $15,557 related
    Filer's total
    not reported + $198,120 related

  • CONSTANCE G COOK

    DIRECTOR, PA

    Total calculated
    $194,960
    From this org
    $0
    From related orgs
    $157,852
    Other
    $37,108
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $156,177 related
    Bonus
    not reported
    Other
    not reported + $1,675 related
    Deferred
    not reported + $20,776 related
    Nontaxable benefits
    not reported + $16,332 related
    Filer's total
    not reported + $194,960 related

  • JULIA SHREVE

    DIRECTOR

    Total calculated
    $164,369
    From this org
    $0
    From related orgs
    $142,479
    Other
    $21,890
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $142,407 related
    Bonus
    not reported
    Other
    not reported + $72 related
    Deferred
    not reported + $6,635 related
    Nontaxable benefits
    not reported + $15,255 related
    Filer's total
    not reported + $164,369 related

  • POLLY STOKLEY

    DIRECTOR

    Total calculated
    $45,000
    From this org
    $0
    From related orgs
    $45,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $45,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $45,000 related

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

No itemized grants to organizations on this return.

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.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.0
Source object
202612229349301541

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