2024-07-09T10:45:21-05:00 2023-09-30 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PKWY STE 875 BIRMINGHAM AL 35209 990 2022-10-01 630796267 THE NATIONAL ALUMNI SOCIETY OF UAB NATI 2059343555 701 20TH STREET SOUTH BIRMINGHAM AL 352942050 JENNIFER BRELAND EXECUTIVE DIRECTOR 2059343555 2024-07-02 1 JENNIFER BRELAND 999009999 0 JEFFREY D CHANDLER CPA P00764759 2058027212 2024-07-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER BRELAND 701 20TH STREET SOUTH BIRMINGHAM AL 352942050 443853 0 X HTTPS://WWW.UAB.EDU/ALUMNI/ X 1979 AL THE MISSION OF THE UAB ALUMNI SOCIETY IS TO SUPPORT THE UNIVERSITY IN ITS PURSUIT OF EXCELLENCE IN TEACHING, RESEARCH, AND PUBLIC SERVICE AND TO CREATE, FOSTER, AND NURTURE A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN THE UNIVERSITY, ITS STUDENTS AND ALUMNI.THE PURPOSE OF THIS ORGANIZATION SHALL BE TO PROMOTE THE WELFARE AND EXCELLENCE OF THE UNIVERSITY OF ALABAMA BIRMINGHAM AND TO ASSIST IN THE DEVELOPMENT AND SUPPORT OF A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN UAB AND ITS ALUMNI. THE SOCIETY IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES FOR THE PROMOTION OF UAB AND ITS ALUMNI. 25 21 0 25 0 0 1179866 274042 58635 90075 0 0 22084 55971 1260585 420088 118476 121650 0 0 0 0 0 0 26814 1110785 448974 1229261 570624 31324 -150536 701629 1505304 0 54211 701629 1451093 X THE MISSION OF THE UAB NATIONAL ALUMNI SOCIETY IS TO SUPPORT THE UNIVERSITY IN ITS PURSUIT OF EXCELLENCE IN TEACHING, RESEARCH, AND PUBLIC SERVICE AND TO CREATE, FOSTER, AND NURTURE A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN THE UNIVERSITY, ITS STUDENTS AND ALUMNI. 0 0 497840 121650 90075 ALUMNI GRANTS, SCHOLARSHIPS, TEACHING AWARDS, ATHLETIC SUPPORT, MEMBERSHIP DEVELOPMENT, PROMOTION OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM 497840 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 39 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 25 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X DONNA HARDIMAN 2059343555 1301 10TH AVENUE SOUTH BIRMINGHAM AL 35294 TAMMI THOMAS IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 SAM MILLER PRESIDENT-ELECT 2.00 X X 0 12000 1559 DR CATHIE AMOS PRESIDENT 2.00 X X 0 0 0 ARMMON CARTER VICE PRESIDENT 2.00 X X 0 0 0 PERRY HERNDON VICE PRESIDENT 2.00 X X 0 0 0 SHERI ROBINSON VICE PRESIDENT 2.00 X X 0 0 0 DR D'ANN SOMERALL VICE PRESIDENT 2.00 X X 0 10120 45 DR DOUGLAS RAGLAND TREASURER 2.00 X X 0 0 0 DR JOHNNY BATES DIRECTOR 2.00 X 0 0 0 DR HILARY BEASON DIRECTOR 2.00 X 0 0 0 KATHY BOSWELL DIRECTOR 2.00 X 0 0 0 TONY CEASAR DIRECTOR 2.00 X 0 0 0 MARLON CHAMBERS DIRECTOR 2.00 X 0 0 0 LISA DEARAUJO DIRECTOR 2.00 X 0 0 0 LUCAS GAMBINO DIRECTOR 2.00 X 0 0 0 DEIDRA GARRETT DIRECTOR 2.00 X 0 0 0 JAIME GIANGROSSO DIRECTOR 2.00 X 0 0 0 DR CHUNG HOW KAU DIRECTOR 2.00 X 0 327160 87094 DR JAMES KILGORE DIRECTOR 2.00 X 0 0 0 RODERICK LIPTROT DIRECTOR 2.00 X 0 0 0 SCOTT MORAN DIRECTOR 2.00 X 0 118520 27914 TERRENCE MOULTRIE DIRECTOR 2.00 X 0 0 0 DR PHILIP MUSA DIRECTOR 2.00 X 0 0 0 HELEN STINSON DIRECTOR 2.00 X 0 0 0 DR CHIJIOKE ULASI DIRECTOR 2.00 X 0 0 0 JENNIFER RAGLAND EXECUTIVE DIRECTOR 40.00 X 0 144525 47038 0 612325 163650 0 0 1 0 0 69165 150000 54877 274042 SPECIAL EVENTS/NONFUND 900099 90075 90075 90075 11928 11928 67808 69165 23765 44043 44043 420088 90075 0 55971 X 51000 51000 70650 70650 10000 5000 5000 UAB ATHLETIC EVENTS/REC 140308 98216 21046 21046 CHAPTER DEVELOPMENT 91126 91126 EVENT/NONFUNDRAISING 77817 70035 7782 STUDENT RELATIONS ACTIV 64724 61005 3719 64999 50808 8423 5768 570624 497840 45970 26814 551629 494364 990527 150000 20413 701629 1505304 54211 0 54211 X 525049 1293544 176580 157549 701629 1451093 701629 1505304 X -150536 900000 X X 0 1 X 1 0 X 311907 310848 493737 476463 274042 1866997 90075 90075 311907 310848 493737 476463 364117 1957072 4025 4100 4375 7965 20465 0 4025 4100 4375 7965 20465 1936607 34520 10484 11390 13609 11928 81931 34520 10484 11390 13609 11928 81931 346427 321332 505127 490072 376045 2039003 0.94980 0.94750 0.04020 0.04650 X 0 X 1522945 1079092 23765 1102857 420088 0 420088 1673481 1079092 23765 1102857 570624 0 570624 PART X, LINE 2: AS OF SEPTEMBER 30, 2023, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY FILES AN ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE, AND ITS TAX RETURNS FOR THE FISCAL YEAR 2020 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 23,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 23,765. UNCORK EDUCATION 66870 25240 41630 9022 5K RUN 61693 40925 20768 12965 1 8410 3000 5410 1778 136973 69165 67808 23765 23765 44043 1 THE UNIVERSITY OF ALABAMA BIRMINGHAM 1500 3RD AVENUE SOUTH BIRMINGHAM AL 35924 636005396 501(C)(3) 51000 0 ACADEMIC AND PROGRAM SUPPORT 1 SCHOLARSHIPS AND AWARDS 54 70650 PART I, LINE 2: ORGANIZATION MAINTAINS GENERAL LEDGER OF SCHOLARSHIPS AND GRANTS AWARDED TO INDIVIDUALS AND ENTITIES FOR THE FISCAL YEAR. PART III, LINE 1A: THE LARGEST SCHOLARSHIP GIVEN BY THE ORGANIZATION IN A SINGLE YEAR IS $5,000 0 0 0 0 0 0 0 0 0 DR CHUNG HOW KAU DIRECTOR 0 327160 0 0 0 0 0 69449 0 17645 0 414254 0 0 JENNIFER RAGLAND EXECUTIVE DIRECTOR 0 144525 0 0 0 0 0 26930 0 20108 0 191563 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PROVIDED TO BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW AND AGREE TO THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E MEMBER SERVICES/PROGRAMS: PROGRAM SERVICE EXPENSES 16,228. MANAGEMENT AND GENERAL EXPENSES 1,803. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,031. MEMBERSHIP RECRUITMENT: PROGRAM SERVICE EXPENSES 11,955. MANAGEMENT AND GENERAL EXPENSES 2,562. FUNDRAISING EXPENSES 2,562. TOTAL EXPENSES 17,079. ALUMNI HOUSE EXPENSE: PROGRAM SERVICE EXPENSES 9,927. MANAGEMENT AND GENERAL EXPENSES 2,127. FUNDRAISING EXPENSES 2,127. TOTAL EXPENSES 14,181. HOMECOMING: PROGRAM SERVICE EXPENSES 6,765. MANAGEMENT AND GENERAL EXPENSES 752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,517. BOARD DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,624. MANAGEMENT AND GENERAL EXPENSES 777. FUNDRAISING EXPENSES 777. TOTAL EXPENSES 5,178. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,409. MANAGEMENT AND GENERAL EXPENSES 302. FUNDRAISING EXPENSES 302. TOTAL EXPENSES 2,013. LEGISLATIVE NETWORK: PROGRAM SERVICE EXPENSES 900. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJ TO RECOGNIZE PLEDGE RECEIVABLE 900,000. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS FROM PRIOR YEARS. UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH BIRMINGHAM AL 35924 636005396 PUBLIC UNIVERSITY AL 501C3 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 UNIVERSITY OF ALABAMA AT BIRMINGHAM B 51000 REVIEW OF SCHOL & GRANT ACTIVITY UNIVERSITY OF ALABAMA AT BIRMINGHAM C 150000 REVIEW OF CONTRIBUTIONS UNIVERSITY OF ALABAMA AT BIRMINGHAM O 1079092 REVIEW OF PAYROLL EXPENSES UNIVERSITY OF ALABAMA AT BIRMINGHAM P 1180 REVIEW OF CASH DISBURSEMENTS UNIVERSITY OF ALABAMA AT BIRMINGHAM Q 35790 REVIEW OF CASH RECEIPTS