2026-05-13T18:06:44-05:00 2025-06-30 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2024-07-01 630011380 UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION % DANIEL T LAYZELL UNIV 2053484540 BOX 870136 TUSCALOOSA AL 35487 DANIEL T LAYZELL EVP, COO&TREASURER 2053484540 2026-05-13 true true MICHAEL D HOFFMAN P01345551 2024141000 2026-05-11 2024 2025-03-06 01:10:19Z DANIEL T LAYZELL BOX 870142 TUSCALOOSA AL 35487 10020658 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. 31 27 0 160 229443 84423 13181130 5128137 0 0 3747796 4133952 973367 758569 17902293 10020658 2173684 2277763 0 0 0 0 0 0 569567 2954698 2293825 5128382 4571588 12773911 5449070 103474289 114464591 205551 129966 103268738 114334625 X TO PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY OF ALABAMA THROUGH PUBLICATIONS, REUNIONS, AND OTHER ACTIVITIES. false false 2292294 2241123 0 STUDENT AID, SCHOLARSHIPS AND AWARDS PROVIDED TO STUDENTS OF THE UNIVERSITY OF ALABAMA TO AID THEM IN THEIR EDUCATIONAL ENDEAVORS. 249596 13693 0 SUPPORT INFORMATION, COMMUNICATION, AND OTHER PROGRAM SERVICES AT THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA. 241425 8625 0 MEMBER EVENTS THAT PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY. 187159 14322 0 Chapter Development 187159 14322 0 2970474 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 26 0 true 0 true true false false false false true true false false false false false false X 31 27 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 CHERYL MOWDY TREASURER (UNTIL 9/24) 0.5 41.5 X 0 296193 61759 JIMMY WARREN EXECUTIVE SECETARY 0.5 40.5 X 0 226051 45014 ADAM TATE DIRECTOR 1.0 39.0 X 0 209011 38972 ALLISON LEITNER FORMER INTERIM EXEC. SEC. 0.0 22.0 X 0 166083 49672 ALLISON DRAKE DIRECTOR/TREASURER 1.0 39.0 X X 0 152425 47986 DANIEL T LAYZELL DIRECTOR (BEGIN 9/29/24) 0.5 41.5 X 0 167978 27668 MATTHEW FAJACK FORMER TREASURER 0.0 40.0 X 0 134726 5349 ALAN JOHNSTON DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 ALI ZEIDAN DIRECTOR 0.5 0.0 X 0 0 0 ALYSON OUTLAW DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 AMY GRICE DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 ANN KAESERMANN DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 ANNETTE LARGIN DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 AUSTIN GADDIS DIRECTOR 0.5 0.0 X 0 0 0 CAROL SPRAYBERRY PRESIDENT-ELECT (BEGIN 4/2025) 1.0 0.0 X 0 0 0 MICHELLE STUDDARD DIRECTOR 0.5 0.0 X 0 0 0 CLETE BEARD DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 DENISE MANDERFIELD DIRECTOR 0.5 0.0 X 0 0 0 DEREK CUNNINGHAM DIRECTOR 0.5 0.0 X 0 0 0 GERALD KEITH KOON DIRECTOR 0.5 0.0 X 0 0 0 GREG STROUD DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 JENNIFER BUNNELL DIRECTOR 0.5 0.0 X 0 0 0 JIM SASSER DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 JOHN GARNER DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 JORDAN PHILLIPS DIRECTOR 0.5 0.0 X 0 0 0 JOSELYN BACON DIRECTOR 0.5 0.0 X 0 0 0 JULIE MOREAU DIRECTOR 0.5 0.0 X 0 0 0 KEITH MILLER PAST PRESIDENT (UNTIL 4/2025) 1.0 0.0 X 0 0 0 Laurie Cothran Barton DIRECTOR 0.5 0.0 X 0 0 0 LEEA MCPHEARSON DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 LESLIE A MCCLIMANS III DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 LOUIS MAYS DIRECTOR 0.5 0.0 X 0 0 0 MARIANNE M RUSSELL PRESIDENT (BEG 4/2025) 0.5 0.0 X 0 0 0 MARY BETH BARBER DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 MICHAEL COLEMAN DIRECTOR 0.5 0.0 X 0 0 0 MITCH FLOYD DIRECTOR (UNTIL 4/2025) 0.5 0.0 X 0 0 0 NANCY SINIARD PRESIDENT (UNTIL 4/2025) 1.0 0.0 X 0 0 0 ROB FOREMAN DIRECTOR 0.5 0.0 X 0 0 0 RONNIE LEET DIRECTOR 0.5 0.0 X 0 0 0 STEVE EBERNHART DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 TIFFANI FUQUA DIRECTOR 0.5 0.0 X 0 0 0 WEST MARTIN DIRECTOR 0.5 0.0 X 0 0 0 ZACH RIDDLE DIRECTOR (BEGIN 4/2025) 0.5 0.0 X 0 0 0 0 1352467 276420 0 true true false 0 5128137 119884 5128137 0 3960846 3960846 0 529126 529126 0 0 0 173106 173106 173106 173106 0 0 0 0 0 0 0 0 0 SALES & SERVICES 900004 229443 0 229443 229443 10020658 0 229443 4663078 36640 36640 2241123 2241123 0 0 0 0 0 0 0 0 0 0 51246 0 51246 0 0 0 92294 0 92294 0 53915 10371 43492 52 113132 26874 6977 79281 631128 300862 40102 290164 37462 37444 0 18 0 41456 1940 7946 31570 216536 104956 100410 11170 139187 96302 41346 1539 0 0 0 0 0 GIFTS TO UA FOR SUPPORT SVCS 705640 0 572900 132740 BUSINESS ENTERTAINMENT 131795 99168 25714 6913 UBTI TAXES 55240 0 43000 12240 DUES/SUBSCRIPTION 9404 5055 3620 729 15390 9739 2500 3151 4571588 2970474 1031547 569567 331818 248028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46500 46500 46500 99449348 112254793 0 0 0 0 0 0 3646623 1915270 103474289 114464591 176980 87109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28571 42857 205551 129966 X 38021629 42590043 65247109 71744582 103268738 114334625 103474289 114464591 5449070 5616817 X false true X true false X 3414964 3723413 4349232 13181130 5128137 29796876 0 0 3414964 3723413 4349232 13181130 5128137 29796876 8816250 20980626 3250602 3521881 3640092 4167055 4489972 19069602 162549 234847 301173 241469 229443 1169481 0 50035959 0.41931 0.44597 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93460379 4432400 7881091 2891548 102882322 75998722 12325369 7726893 2590605 93460379 70109079 3438176 4616734 2165267 75998722 72608674 2875241 -3587644 1787192 70109079 53456707 2517934 18559763 1925730 72608674 0.50200 0.18360 0.31440 false true true 46500 0 46500 46500 0 OTHER PAYABLES 42857 42857 17039304 5616817 1494123 7110940 9928364 92294 92294 10020658 5973417 1494123 1494123 4479294 92294 92294 4571588 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) 36640 EDUCATION 1 0 STUDENT AID, SCHOLARSHIPS AND AWARDS 2827 2241123 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 CHERYL MOWDY TREASURER (UNTIL 9/24) 0 293623 0 0 0 2570 0 50150 0 11609 0 357952 0 0 JIMMY WARREN EXECUTIVE SECETARY 0 219760 0 0 0 6291 0 36904 0 8110 0 271065 0 0 DANIEL T LAYZELL DIRECTOR (BEGIN 9/29/24) 0 167453 0 0 0 525 0 23263 0 4405 0 195646 0 0 ADAM TATE DIRECTOR 0 208188 0 0 0 823 0 37200 0 1772 0 247983 0 0 ALLISON LEITNER FORMER INTERIM EXEC. SEC. 0 165579 0 0 0 504 0 31028 0 18644 0 215755 0 0 ALLISON DRAKE DIRECTOR/TREASURER 0 152123 0 0 0 302 0 27395 0 20591 0 200411 0 0 MATTHEW FAJACK FORMER TREASURER 0 132385 0 0 0 2341 0 1970 0 3379 0 140075 0 0 X 7 119884 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. THIS RETURN IS REVIEWED BY UA TAX OFFICE PERSONNEL, THE SENIOR AVP OF FINANCE AND CFO, THE EXECUTIVE VICE PRESIDENT, COO, AND TREASURER BOARD MEMBER DESIGNEE, AND THE EXECUTIVE VICE PRESIDENT, COO, AND TREASURER, 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) AMERICAN SPORTS MEDICINE INSTITUTE, INC. (EXEMPT) ASCENSION VENTURES CORPORATION (C CORP) BAYLEY 56, LLC (LLC) BAYLEY CONDOMINIUM ASSOCIATION (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) CENTRAL ALABAMA ORTHOPEDIC AMBULATORY SURGERY CENTER, LLC (LLC) CHOCTAW INVESTMENT COMPANY, LLC (LLC) COMMERCIAL REAL ESTATE, LLC (LLC) CONTINUUMRX OF CENTRAL ALABAMA, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) COTTON EXCHANGE OF CULLMAN, LLC (LLC) CRIMSON TIDE FOUNDATION (EXEMPT) EASTSIDE P.E.T. CENTER, LLC (LLC) EASTSIDE VENTURES, INC. (C CORP) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) HEALTHNET OF ALABAMA, INC. (EXEMPT) MCS, LLC (LLC) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) OCCUPATIONAL HEALTH CLINIC, LLC (LLC) ONE NINETEEN GI ASC, LLC (LLC) OUTPATIENT SERVICES EAST, LTD. (LP) RIDGECREST STUDENT HOUSING, LLC (LLC) SETON PROPERTY CORPORATION OF NORTH ALABAMA (EXEMPT) SOUTHERN RESEARCH INSTITUTE (EXEMPT) ST. VINCENT'S AMBULATORY HEALTHCARE NETWORK LLC (LLC) ST. VINCENT'S BIRMINGHAM (EXEMPT) ST. VINCENT'S BLOUNT (EXEMPT) ST. VINCENT'S CHILTON, LLC (LLC) ST. VINCENT'S EAST (EXEMPT) ST. VINCENT'S HEALTH SYSTEM (EXEMPT) ST. VINCENT'S HOME MEDICAL SERVICES, LLC (LLC) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING II CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING III CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S NORTH TOWER CONDOMINIUM OWNER'S ASSOCIATION, INC. (EXEMPT) ST. VINCENT'S OUTPATIENT SURGERY SERVICES, LLC (LLC) ST. VINCENT'S P.E.T. CENTER, LLC (LLC) ST. VINCENT'S PHYSICIAN ALLIANCE, LLC (LLC) ST. VINCENT'S SLEEP DISORDER CENTER, LLC (LLC) ST. VINCENT'S ST. CLAIR, LLC (LLC) ST. VINCENT'S URGENT CARE, LLC (LLC) ST. VINCENT'S VOLUNTEER COUNCIL, LLC (LLC) STV CARDIOLOGY CLINIC, LLC (LLC) STV CARDIOTHORACIC SURGEONS, LLC (LLC) STV NEURO I, LLC (LLC) STV ORTHOPEDIC SURGEONS, LLC (LLC) STV ORTHOPEDICS CO MANAGEMENT, LLC (LLC) STV PRIMARY CARE EAST, LLC (LLC) STV PRIMARY CARE SPRINGVILLE, LLC (LLC) STV PULMONARY GROUP, LLC (LLC) STV SPORTS MEDICINE & ORTHOPEDICS, LLC (LLC) STVHS CARDIOLOGY CO MANAGEMENT, LLC (LLC) STVHS OB-GYN CO-MANAGEMENT, LLC (LLC) 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 HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA RESEARCH 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 SOUTHVIEW, LLC (LLC) UAB ST. VINCENT'S EMPLOYMENT AUTHORITY (C CORP) UAB ST. VINCENT'S FOUNDATION, INC. (EXEMPT) UAB ST. VINCENT'S HEALTH SYSTEM AUTHORITY (C CORP) UAB STV ORTHOPEDICS, LLC (LLC) UAB-SVHS, INC. (EXEMPT) UNIVERSAL HEALTH SERVICES (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VINCENTIAN PHYSICIAN SERVICES, LLC (LLC) VINCENTIAN VENTURES OF NORTH ALABAMA, INC. (C CORP) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)