2024-08-05T14:50:37-05:00 2023-09-30 580692043 MAULDIN & JENKINS LLC PO BOX 929 ATHENS AL 35612 990 2022-10-01 630814488 UNIVERSITY OF NORTH ALABAMA FOUNDATION UNIV 2567655018 UNA BOX 5059 FLORENCE AL 35632 KEVIN HASLAM EXECUTIVE DIRECTOR 2567655018 2024-08-05 1 0 JEREMY T BLACKBURN P01293894 2562322260 2024-07-11 2022 2024-08-08 14:25:15Z KEVIN HASLAM UNA BOX 5059 FLORENCE AL 35632 24685313 0 X WWW.UNA.EDU/FOUNDATION X 1980 AL TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS. 31 31 0 0 0 0 15909437 21647024 0 0 4535847 2426377 76610 87958 20521894 24161359 3791598 6569227 0 0 0 0 0 0 817574 1900099 2014266 5691697 8583493 14830197 15577866 51123767 70380522 970348 2024386 50153419 68356136 TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS. 0 0 6769173 6569227 FUNDS ARE USED TO PROMOTE, SUPPORT, FOSTER, AND CARRY OUT ACTIVITIES TO BROADEN EDUCATIONAL OPPORTUNITIES. ALSO, THE FOUNDATION PROVIDES AID SERVICES TO STUDENTS, FACULTY, AND ALUMNI OF THE UNIVERSITY OF NORTH ALABAMA. 6769173 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X UNIVERSITY OF N ALABAMA FOUNDATION 2567655085 UNA BOX 5059 FLORENCE AL 35630 CHRISTIE L BEVIS BOARD MEMBER 0.00 0.00 X 0 0 0 BRADFORD W BOTES SR BOARD MEMBER 0.00 0.00 X 0 0 0 LARRY BOWSER BOARD MEMBER 0.00 0.00 X 0 0 0 KYLE BUCHANAN BOARD MEMBER 0.00 0.00 X 0 0 0 TOM BUTLER BOARD MEMBER 0.00 0.00 X 0 0 0 NELDA CAMBRON-MCCABE BOARD MEMBER 0.00 0.00 X 0 0 0 JOE W CAMPBELL BOARD MEMBER 0.00 0.00 X 0 0 0 SYBIL CLEVELAND-PENNYWELL BOARD MEMBER 0.00 0.00 X 0 0 0 DANA COLEMAN-ALDRIDGE BOARD MEMBER 0.00 0.00 X 0 0 0 TRACY T DOUGHTY BOARD MEMBER 0.00 0.00 X 0 0 0 DR MARY LEIGH GILLESPIE BOARD MEMBER 0.00 0.00 X 0 0 0 DR LORRI GLOVER BOARD MEMBER 0.00 0.00 X 0 0 0 SHARON HARRIS BOARD MEMBER 0.00 0.00 X 0 0 0 KEVIN R HASLAM EXECUTIVE DIRECTOR 40.00 40.00 X 0 0 220000 CHARLES STEPHEN JAGER BOARD MEMBER 0.00 0.00 X 0 0 0 JAMIE KIEL BOARD MEMBER 0.00 0.00 X 0 0 0 DR KENNETH D KITTS EX OFFICIO 0.00 40.00 X 0 0 0 JACOB ANDREW LADNER BOARD MEMBER 0.00 0.00 X 0 0 0 GREGORY LAW BOARD MEMBER 0.00 0.00 X 0 0 0 MELISSA JANE LONG BOARD MEMBER 0.00 0.00 X 0 0 0 CHESTER L MCKINNEY JR BOARD MEMBER 0.00 0.00 X 0 0 0 CATHY CURTIS MILLER TREASURER 0.00 0.00 X X 0 0 0 DERRICK A MILLS BOARD MEMBER 0.00 0.00 X 0 0 0 SUSANNE RALLIS BOARD MEMBER 0.00 0.00 X 0 0 0 MATTHEW SCHMITZ BOARD MEMBER 0.00 0.00 X 0 0 0 GRAHAM SISSON BOARD MEMBER 0.00 0.00 X 0 0 0 HARRY L SMITH IMMEDIATE PAST CHAIR 0.00 0.00 X 0 0 0 ROBERT STEELE BOARD MEMBER 0.00 0.00 X 0 0 0 DAVID SUNSERI BOARD MEMBER 0.00 0.00 X 0 0 0 STEPHANIE TEICHMILLER VICE-CHAIR 0.00 0.00 X X 0 0 0 ROBERT JASON THOMAS CHAIR 0.00 0.00 X X 0 0 0 EVAN THORNTON EX OFFICIO 0.00 40.00 X 0 0 0 LUCY TROUSDALE BOARD MEMBER 0.00 0.00 X 0 0 0 MICHAEL ANDRE WHITT BOARD MEMBER 0.00 0.00 X 0 0 0 DR WILLIAM G CALE JR EMERITUS DIRECTOR 0.00 0.00 X 0 0 0 DR ROBERT L POTTES EMERITUS DIRECTOR 0.00 0.00 X 0 0 0 JIM M PAGE JR EX OFFICIO 0.00 0.00 X 0 0 0 0 0 220000 0 0 0 0 0 21647024 1116403 21647024 2950331 2950331 523954 -523954 -523954 -523954 OTHER INCOME 611310 87958 87958 87958 24161359 -435996 0 2950331 6569227 6569227 20500 20500 199946 199946 152425 152425 33712 33712 15345 15345 IN-KIND EXPENSES 1091910 582850 509060 GENERAL PROGRAM SUPPORT 166307 166307 SPECIAL EVENTS 122377 122377 SOFTWARE AND MAINTENANC 104387 104387 107357 107357 8583493 6769173 996746 817574 3043811 2844867 722226 2362249 17871 23295 1014801 24364 157250 990437 45149571 52085995 2033038 12073679 51123767 70380522 805459 1893385 164889 131001 970348 2024386 X 1565260 1732018 48588159 66624118 50153419 68356136 51123767 70380522 15577866 2624851 0 X X 0 1 X 1 0 X 4013556 4577291 7000370 15909437 21622531 53123185 4013556 4577291 7000370 15909437 21622531 53123185 53123185 158679 1515161 1464566 4511395 2426380 10076181 248202 70858 43809 76610 87598 527077 63726443 0.83360 0.75280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38520086 5102431 4978320 3280847 45319990 41391511 5309814 -7483151 698088 38520086 31805023 4221598 6713242 1348352 41391511 29861191 991879 2402345 1450392 31805023 30971498 1068534 -1253329 925512 29861191 0 0 1014801 24364 990437 990437 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 186656 PLEDGES RECEIVABLE - NON CURRENT 11887023 12073679 OBLIGATIONS UNDER ANNUITY CONTRACTS 131001 131001 X 24161359 0 24161359 0 24161359 8383547 0 8383547 199946 199946 8583493 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION HAD NO UNRELATED BUSINESS ACTIVITIES THAT ARE SUBJECT TO TAXES. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 UNIVERSITY OF NORTH ALABAMA 1 HARRISON PLAZA FLORENCE AL 35632 501(C)(3) 6569227 0 TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS. PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANTED FUNDS: FUNDS ARE TRANSFERRED TO THE UNIVERSITY OF NORTH ALABAMA ("UNA") FOR ITS USE, AND ARE EXPENDED FOR THE BENEFIT OF UNA SCHOOLS, COLLEGES, AND PROGRAMS. EARNINGS ON ENDOWMENTS ARE TRANSFERRED TO UNA. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 1A EXECUTIVE DIRECTOR IS AN EMPLOYEE OF RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY RELATED ORGANIZATION. X SERVICES RECEIVED 0 1032885 FMV AT TIME RECEIVED X OFFICE SPACE RECEIVED 0 30618 FMV AT TIME RECEIVED X SUPPLIES 0 28407 FMV AT TIME RECEIVED 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL MANAGER AND TREASURER OF THE ORGANIZATION REVIEW FORM 990 PRIOR TO IT BEING FILE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY, AND POTENTIAL VIOLATIONS THEREOF, ARE REVIEWED ANNUALLY BY THE GOVERNING BODY OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS OF OVERSEEING THE ANNUAL AUDIT HAS NOT CHANGED FROM THE PRIOR FISCAL YEAR.