2025-05-14T09:21:39-04:00 2024-06-30 PwC US Tax LLP 655 NEW YORK AVENUE NW SUITE 1100 WASHINGTON DC 20001 990 2023-07-01 630011380 UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION % DANIEL T LAYZELL UNIV 2053484540 BOX 870136 TUSCALOOSA AL 35487 DANIEL T LAYZELL VP, F&O 2053484540 2025-05-13 true true MICHAEL D HOFFMAN P01345551 2024141000 2025-05-10 2023 2025-03-06 01:10:19Z DANIEL T LAYZELL BOX 870142 TUSCALOOSA AL 35487 17902293 false X HTTP://ALUMNI.UA.EDU X 1927 AL TO PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY OF ALABAMA THROUGH PUBLICATIONS, REUNIONS, AND OTHER ACTIVITIES. 32 28 0 162 241469 127600 4349232 13181130 0 0 3021045 3747796 808939 973367 8179216 17902293 1545648 2173684 0 0 0 0 0 0 606281 2944824 2954698 4490472 5128382 3688744 12773911 84490806 103474289 152252 205551 84338554 103268738 X TO PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY OF ALABAMA THROUGH PUBLICATIONS, REUNIONS, AND OTHER ACTIVITIES. false false 2154266 2096302 0 STUDENT AID, SCHOLARSHIPS AND AWARDS PROVIDED TO STUDENTS OF THE UNIVERSITY OF ALABAMA TO AID THEM IN THEIR EDUCATIONAL ENDEAVORS. 325275 47221 0 SUPPORT INFORMATION, COMMUNICATION, AND OTHER PROGRAM SERVICES AT THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA. 477459 9114 0 MEMBER EVENTS THAT PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY. 265042 21047 0 Chapter Development 265042 21047 0 3222042 true true false false false false false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false false true false false false false true false false false true 30 0 true 0 true true false false false false true true false false false false false false X 32 28 false false false false false false false true true false true true false true true true false false false false false X DANIEL T LAYZELL 2053484540 271 ROSE ADMIN BLDG UA TUSCALOOSA AL 35487 X MATTHEW FAJACK TREASURER (UNTIL 1/24) 1.0 39.0 X 0 466884 69708 JULIE SHELTON DIRECTOR (UNTIL 01/2024) 1.0 39.0 X 0 245371 64434 CALVIN BROWN EXEC. SECRETARY (UNTIL 08/23) 1.0 39.5 X X 0 254152 28161 CHERYL MOWDY TREASURER (BEG 1/24) 0.5 41.0 X 0 215866 47642 ADAM TATE DIRECTOR 1.0 39.0 X 0 211534 40065 Allison Leitner Interim Exec Sec (Until 1/24) 28.0 22.0 X X 0 166762 48647 ALLISON DRAKE Director/Treasurer (BEG 2/24) 1.0 39.0 X X 0 143097 47206 DENISE MANDERFIELD DIRECTOR 0.5 0.0 X 0 0 0 NANCY SINIARD PRESIDENT (BEG 4/2024) 1.0 0.0 X 0 0 0 TIFFANI FUQUA DIRECTOR 0.5 0.0 X 0 0 0 MARGARET MCCRUMMEN FOWLER DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 Laurie Cothran Barton DIRECTOR 0.5 0.0 X 0 0 0 MICHELLE STUDDARD DIRECTOR 0.5 0.0 X 0 0 0 JOHN C GULLAHORN PAST PRESIDENT (Until 4/2024) 1.0 0.0 X 0 0 0 KEITH KOON DIRECTOR 0.5 0.0 X 0 0 0 James MacDonald Russell Jr DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 KATHLEEN MCDONOUGH ANDERSON DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 Ronald Anthony McLain DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 CARMEN DEAS ROTCH DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 ANNE H SCHAEFFER DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 LAWSON SCHAFFER DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 STACEY HILL DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 WILLIAM C THOMAS DIRECTOR(UNTIL 04/2024) 0.5 0.0 X 0 0 0 KEITH MILLER PRESIDENT (UNTIL 04/2024) 1.0 0.0 X X 0 0 0 MITCH FLOYD DIRECTOR 0.5 0.0 X 0 0 0 MARY BETH BARBER DIRECTOR 0.5 0.0 X 0 0 0 JIM SASSER DIRECTOR 0.5 0.0 X 0 0 0 ANNETTE LARGIN DIRECTOR 0.5 0.0 X 0 0 0 CLETE BEARD DIRECTOR 0.5 0.0 X 0 0 0 Leslie A McClimans III DIRECTOR 0.5 0.0 X 0 0 0 GREG STROUD DIRECTOR 0.5 0.0 X 0 0 0 LEEA MCPHEARSON DIRECTOR 0.5 0.0 X 0 0 0 LOUIS MAYS DIRECTOR 0.5 0.0 X 0 0 0 JULIE MOREAU DIRECTOR 0.5 0.0 X 0 0 0 JIMMY WARREN Executive Secretary (BEG 1/24) 39.0 1.0 X X 0 0 0 RONNIE LEET DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 ALI ZEIDAN DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 ROB FOREMAN DIRECTOR (BEG. 4/2024) 0.5 0.0 X 0 0 0 WEST MARTIN DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 JENNIFER BUNNELL DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 JORDAN PHILLIPS DIRECTOR (BEG. 4/2024) 0.5 0.0 X 0 0 0 MICHAEL COLEMAN DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 DEREK CUNNINGHAM Director (BEG 04/2024) 0.5 0.0 X 0 0 0 AUSTIN GADDIS DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 ELLEN DODSON DIRECTOR (UNTIL 04/2024) 0.5 0.0 X 0 0 0 JOSELYN BACON DIRECTOR (BEG. 04/2024) 0.5 0.0 X 0 0 0 Marianne M Russell PRESIDENT (BEG 4/2024) 0.5 0.0 X 0 0 0 0 1703666 345863 0 false true false Levy Premium Food Services PO Box 2508 TUSCALOOSA AL 35403 Catering/Dining Serv 107762 2 13181130 185234 13181130 0 3435157 3435157 0 731898 731898 0 0 0 312639 312639 312639 312639 0 0 0 0 0 0 0 0 0 SALES & SERVICES 900004 241469 0 241469 241469 17902293 0 241469 4479694 77382 77382 2096302 2096302 0 0 0 0 0 0 0 0 0 0 52960 0 52960 0 0 0 77422 0 77422 0 27956 24778 3144 34 84270 42620 3386 38264 805028 347980 116159 340889 11171 11171 0 0 0 17885 8544 4038 5303 269937 140617 124105 5215 0 150100 140697 8963 440 0 0 0 0 GIFTS TO UA FOR SUPPORT SVCS 1039187 0 835941 203246 BUSINESS ENTERTAINMENT 372576 325779 37473 9324 UBTI TAXES 26000 0 26000 0 DUES/SUBSCRIPTION 8201 3751 4174 276 12005 2421 6294 3290 5128382 3222042 1300059 606281 357766 331818 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46500 46500 46500 83117956 99449348 0 0 0 0 0 0 968584 3646623 84490806 103474289 137966 176980 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14286 28571 152252 205551 X 33697805 38021629 50640749 65247109 84338554 103268738 84490806 103474289 12773911 6156273 X false true X true false X 3439414 3414964 3723413 4349232 13181130 28108153 0 0 3439414 3414964 3723413 4349232 13181130 28108153 7102657 21005496 3253432 3250602 3521881 3640092 4167055 17833062 219133 162549 234847 301173 241469 1159171 0 47100386 0.44597 0.50800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75998722 12325369 7726893 2590605 93460379 70109079 3438176 4616734 2165267 75998722 72608674 2875241 -3587644 1787192 70109079 53456707 2517934 18559763 1925730 72608674 56012089 2681970 -3224982 2012370 53456707 0.31650 0.51970 0.16380 false true true 46500 0 46500 0 46500 0 OTHER PAYABLES 28571 28571 25931593 6156273 1950449 8106722 17824871 77422 77422 17902293 7001409 1950449 1950449 5050960 77422 77422 5128382 PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TO PROVIDE SCHOLARSHIPS FOR STUDENTS AT THE UNIVERSITY OF ALABAMA. true THE UNIVERSITY OF ALABAMA BOX 870136 TUSCALOOSA AL 35487 636001138 501(c)(3) 77382 EDUCATION 1 0 STUDENT AID, SCHOLARSHIPS AND AWARDS 2962 2096302 N/A N/A PT I, LINE 2: THE ALUMNI ASSOCIATION WORKS CLOSELY WITH THE UNIVERSITY OF ALABAMA TO ENSURE THAT GRANTS TO THE UNIVERSITY AND ITS STUDENTS ARE AWARDED AND USED IN ACCORDANCE WITH THE STATED PURPOSE OF THE PARTICULAR GIFT AND THE MISSION OF THE ALUMNI ASSOCIATION. false false false false false false false false false CALVIN BROWN EXEC. SECRETARY (UNTIL 08/23) 0 210771 0 0 0 43381 0 21856 0 6305 0 282313 0 0 ADAM TATE DIRECTOR 0 211209 0 0 0 325 0 37574 0 2491 0 251599 0 0 CHERYL MOWDY TREASURER (BEG 1/24) 0 214625 0 0 0 1241 0 36228 0 11414 0 263508 0 0 JULIE SHELTON DIRECTOR (UNTIL 01/2024) 0 243770 0 0 0 1601 0 44534 0 19900 0 309805 0 0 MATTHEW FAJACK TREASURER (UNTIL 1/24) 0 457943 0 0 0 8941 0 53331 0 16377 0 536592 0 0 ALLISON DRAKE Director/Treasurer (BEG 2/24) 0 142824 0 0 0 273 0 26901 0 20305 0 190303 0 0 Allison Leitner Interim Exec Sec (Until 1/24) 0 166435 0 0 0 327 0 30639 0 18008 0 215409 0 0 X 7 185234 FAIR MARKET VALUE false true false PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED FROM DONORS HAS BEEN REPORTED IN COLUMN (B). PART III, LINE 4D: CHAPTER DEVELOPMENT TO PROVIDE RESOURCES AND SUPPORT FOR THE VARIOUS LOCAL CHAPTERS OF THE ALUMNI ASSOCIATION AS THEY CONDUCT ACTIVITIES WHICH ULTIMATELY SUPPORT THE UNIVERSITY OF ALABAMA. PART VI, LINE 11B: THE TAX RETURN IS PREPARED BY PWC US TAX LLP. THE RETURN IS REVIEWED BY UA TAX OFFICE PERSONNEL, THE UA ASSOCIATE VP FOR FINANCE, THE UA VP FOR FINANCE AND OPERATIONS BOARD MEMBER DESIGNEE, AND THE UA VP FOR FINANCE AND OPERATIONS, WHO IS THE BOARD MEMBER WHO SIGNS THE RETURN. PART VI, LINE 12C: DIRECTORS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AT THE ANNUAL BOARD MEETING. PART VI, LINE 15B: THE ALUMNI ASSOCIATION DOES NOT HAVE EMPLOYEES OF ITS OWN AND DOES NOT PAY COMPENSATION TO ITS OFFICERS OR DIRECTORS. PART VI, LINE 19: A COPY OF THESE ITEMS WOULD BE PROVIDED TO A MEMBER OF THE PUBLIC UPON REQUEST. SEE PART VII SEE PART VII false true false false false false false false false false false false true true false false false false false FORM 990, SCHEDULE R, PART II-IV - NAMES OF RELATED ORGANIZATIONS: THE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. ALABAMA CARE NETWORK MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) COMMERCIAL REAL ESTATE, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) CRIMSON TIDE FOUNDATION (EXEMPT) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) RIDGECREST STUDENT HOUSING, LLC (LLC) SOUTHERN RESEARCH INSTITUTE (EXEMPT) THE 1831 FOUNDATION (EXEMPT) THE ALABAMA "A" CLUB EDUCATIONAL AND CHARITABLE FOUNDATION (EXEMPT) THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE (EXEMPT) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE CAPSTONE FOUNDATION (EXEMPT) THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) THE KIRKLIN CLINIC, INC. (C CORP) THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) THE UAB DIABETES TRUST FOUNDATION (EXEMPT) THE UAB EDUCATIONAL FOUNDATION (EXEMPT) THE UAB RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA "A" CLUB ALUMNI ASSOCIATION (EXEMPT) THE UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH AND TECHNOLOGY CORPORATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE VALLEY FOUNDATION (EXEMPT) THE WORKPLACE, INC. (C CORP) TRITON HEALTH SYSTEMS, LLC (LLC) UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) UAB ATHLETICS FOUNDATION (EXEMPT) UAB CALLAHAN EYE HOSPITAL AUTHORITY (EXEMPT) UAB HEALTH SYSTEM AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (EXEMPT) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB-SVCHS, INC. (EXEMPT) UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)