Uab Educational Foundation FY2021 filing

Tax-deductible

Birmingham, AL501(c)(3)Since 1965EducationEIN 63-6155094

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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.

501(c)(3) charity; gifts are tax-deductible.
$232K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $2.5M a year · 25% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
264%
of spending
Looks good: 264% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$232K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
19 mo
of spending, in cash
Looks good: 18.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $300K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$12.0M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 13 voting members
Looks good: 8 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.3M
-69% vs prior year
Spent
$2.6M
To programs
264%
Net assets
$38.4M
By yearFY2020–FY2024
Revenue
$2.3M
FY2021▼ -69%
Revenue by fiscal year
FY2020$9.0M
FY2021$7.4M
FY2021$2.3M
FY2023$10.2M
FY2024$13.4M
FY2024$11.4M
Expenses
$2.6M
FY2021▼ -55%
Expenses by fiscal year
FY2020$7.2M
FY2021$5.9M
FY2021$2.6M
FY2023$8.8M
FY2024$8.3M
FY2024$13.8M
Net assets
$38.4M
FY2021▼ -0.8%
Net assets by fiscal year
FY2020$42.3M
FY2021$38.7M
FY2021$38.4M
FY2023$40.5M
FY2024$47.8M
FY2024$46.4M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

264 cents of each dollar spent went to programs.

Program services 264% · $6.9M Management & general 52% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $232K paid to officers and key staff.

Part VII, Section A · reportable compensation
Former Treasurer
$110,920Pt VII · Sec A
Assoc Treasurer (until 2/22)
$74,164Pt VII · Sec A
$24,000Pt VII · Sec A
$12,000Pt VII · Sec A
Former Vice President
$10,417Pt VII · Sec A
Associate Vice President
$0Pt VII · Sec A
Associate Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

Jodie Mote’s $111K as Former Treasurer is at the 5th percentile of top reported officer pay among 3684 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2021FY2021FY2020
Jodie Mote$110,920$139,620—
Jodie Mote——$115,769
Tonya Zweibel$74,164——
Tonya Zwiebel—$72,566—
Tonya Zwiebel——$72,021
Allen Bolton$10,417$25,000—
Allen Bolton——$25,000
Ray L Watts MD$24,000$24,000—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Uab Educational Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No

Programs and updates

Supports the University of Alabama at Birmingham's scientific and educational missions by providing funding, resources, and essential campus infrastructure like hospital parking facilities.

Provided by the organization

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4 program services account for $7.6M of program spending, described in the organization's own filed words · FY2021.
01

General support of uab

$3.9Mprogram expense
02

Uab hospital parking deck

$2.4Mprogram expense
03

General support of uab

$683Kprogram expense
04

Facilities to or for the benefit of uab

$654Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$300K
Grants paid · 95 grants · $10.2M · 2019–2024
See all 95 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.3M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$785K
Investment incomeLn 3$411K
Money outPt IX
$2.6M
Ln 25
Programscol B$6.9M
Managementcol C$1.4M
Owns and owesPt X
$38.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$50.4M
LiabilitiesLn 26$12.0M
PeoplePt VI, VII
39
listed · VII A
PaidVII A5
Voting boardVI 1a13
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$785K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$411K
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$4.1M
Total assetsLn 16$50.4M
LiabilitiesLn 26$12.0M
Net assetsLn 32$38.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $13.4M$8.3M$5.1M$47.8M 990 PDF
FY2023 $10.2M$8.8M$1.5M$40.5M 990 PDF
FY2022 Not on file
FY2021 $7.4M$5.9M$1.6M$38.7M 990 PDF
FY2020 $9.0M$7.2M$1.8M$42.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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