2026-08-13T06:32:15+00:00 2025-09-30 580692043 MAULDIN & JENKINS LLC PO BOX 929 ATHENS AL 35612 990 2024-10-01 630814488 UNIVERSITY OF NORTH ALABAMA FOUNDATION UNIV 2567655018 UNA BOX 5059 FLORENCE AL 35632 KEVIN HASLAM EXECUTIVE DIRECTOR 2567655018 2026-08-13 true true BRIDGET A BUSH P00234609 2562322260 2026-08-12 2024 2025-03-06 01:10:19Z KEVIN HASLAM UNA BOX 5059 FLORENCE AL 35632 16603397 false X UNA.EDU/FOUNDATION X 1980 AL TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS. 31 31 0 33 0 21647024 7515533 0 0 2426377 5136396 87958 133261 24161359 12785190 6569227 5747176 0 0 0 0 0 398305 2014266 1045918 8583493 6793094 15577866 5992096 81570725 88714591 1821761 1304270 79748964 87410321 TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS. false false 5747176 5747176 0 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. 5747176 true true false false false false false false false true true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false true false false false false false false false false false true X 40 0 true 0 false false false false false false false false false false X 31 31 false false false false false false false true true false false false true true true true false false false false false false AL X THE ORGANIZATION 2567655018 UNA BOX 5059 FLORENCE AL 35632 JAMIE ELLIS VICE CHAIR 1.0 X X 0 0 0 JUAN SANTIAGO CHAIR 1.0 X X 0 0 0 MIKE WASHBURN TREASURER 1.0 X X 0 0 0 ANDY WHITT BOARD MEMBER 1.0 X 0 0 0 ASHLEY CALCOTE BOARD MEMBER 1.0 X 0 0 0 BECKY MORRIS BOARD MEMBER 1.0 X 0 0 0 BONNIE JENKINS BOARD MEMBER 1.0 X 0 0 0 CARLOS NELSON BOARD MEMBER 1.0 X 0 0 0 CARNETTE JOHNSON BOARD MEMBER 1.0 X 0 0 0 CHRISTIE BEVIS BOARD MEMBER 1.0 X 0 0 0 DEBBIE GARCIA-NOWLIN BOARD MEMBER 1.0 X 0 0 0 EMRY K BRYAN BOARD MEMBER 1.0 X 0 0 0 GREGORY LAW BOARD MEMBER 1.0 X 0 0 0 JACOB LADNER BOARD MEMBER 1.0 X 0 0 0 JAMIE KIEL BOARD MEMBER 1.0 X 0 0 0 JEFF DANIEL BOARD MEMBER 1.0 X 0 0 0 JOHN MCMURTRIE BOARD MEMBER 1.0 X 0 0 0 JOHNNY SIMPSON BOARD MEMBER 1.0 X 0 0 0 KYLE MANGUM BOARD MEMBER 1.0 X 0 0 0 LORRI GLOVER BOARD MEMBER 1.0 X 0 0 0 MARY LEIGH GILLESPIE BOARD MEMBER 1.0 X 0 0 0 PAMELA W BASCHAB BOARD MEMBER 1.0 X 0 0 0 ROD ROBINSON BOARD MEMBER 1.0 X 0 0 0 ROMAN MCLEOD BOARD MEMBER 1.0 X 0 0 0 SCOTT MILLIET BOARD MEMBER 1.0 X 0 0 0 STACY SUGGS BOARD MEMBER 1.0 X 0 0 0 STEVE PIERCE BOARD MEMBER 1.0 X 0 0 0 SUSANNE RALLIS BOARD MEMBER 1.0 X 0 0 0 THOMAS ROSS BOARD MEMBER 1.0 X 0 0 0 TIM GARNER BOARD MEMBER 1.0 X 0 0 0 TOM BUTLER BOARD MEMBER 1.0 X 0 0 0 GWEN PATRICK EXEC DIR OF FIN SERVICES 40.0 X 78995 0 0 KEVIN HASLAM EXECUTIVE DIRECTOR 40.0 X 201366 0 0 280361 0 0 1 false false false 0 797569 6717964 144485 7515533 0 0 0 0 0 5004064 5004064 0 0 3950539 3818207 132332 0 132332 132332 OTHER INCOME 611310 133261 133261 0 0 0 0 133261 12785190 0 0 5269657 5747176 5747176 101370 101370 12072 12072 21450 21450 232396 232396 7476 0 7476 0 232312 6407 225905 44439 44439 121619 121619 28550 3878 24672 9260 9260 MEETINGS AND EVENTS 155402 7674 147728 OTHER UNIV SUPPLIES 29082 29082 STAFF DEVELOPMENT 23110 23110 FEES 13450 13450 13930 0 13930 0 6793094 5747176 647613 398305 1420736 2660140 3353106 2906536 0 0 0 11748 11734 70057 124823 123014 24364 2419331 98650 61669137 69139285 0 0 12626610 13773423 81570725 88714591 1758195 1244157 0 63566 60113 1821761 1304270 1711725 1947299 78037239 85463022 79748964 87410321 81570725 88714591 5992096 1669261 0 X false true true false X 7000370 15909437 21622531 7932898 7515533 59980769 0 0 7000370 15909437 21622531 7932898 7515533 59980769 19584016 40396753 1464566 4511395 2426380 3132136 5004064 16538541 0 43809 76610 87598 64651 133261 405929 76925239 0 0.52514 0.8106 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 43809.0, COLUMN B - 76610.0, COLUMN C - 87598.0, COLUMN D - 64651.0, COLUMN E - 133261.0, COLUMN F - 405929.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54356338 1188820 6730444 2562839 7455 59705308 45319990 1948074 10019347 2922508 8565 54356338 38520086 5102431 4978320 3280847 45319990 41391511 5309814 -7483151 698088 38520086 31805023 4221598 6713242 1348352 41391511 0.0 0.7355 0.2645 false false 123014 24364 98650 98650 CSV LIFE INSURANCE 197059 PLEDGES RECEIVABLE, NET- NON-CURRENT 13576364 13773423 FEDERAL INCOME TAXES SPLIT-INTEREST AGREEMENTS- NON-CURRENT 60113 60113 X 15267727 1669261 1045672 0 2714933 12552794 232396 0 232396 12785190 7606370 1045672 0 1045672 6560698 232396 0 232396 6793094 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS THE ORGANIZATION'S ENDOWMENT IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT FUNDS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE 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 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. true UNIVERSITY OF NORTH ALABAMA 1 HARRISON PLAZA FLORENCE AL 35632 636000893 501(C)(1) 5724176 OPERATIONAL AND SCHOLARSHIP SUPPORT NORTH ALABAMA LIONS ATHLETIC CLUB UNA ATHLETICS UNA BOX 5071 FLORENCE AL 35632 630572062 501(C)(3) 15000 ORGANIZATIONAL SUPPORT 2 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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. X SUPPLIES 100 29082 MARKET VALUE X ADDITIONAL IN-KIND 0 115403 MARKET VALUE 0 false true false SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS OTHER - SUPPLIES : NUMBER OF CONTRIBUTIONS FORM 990, PART V, LINE 2A THE ORGANIZATION UTILIZES A COMMON PAYMASTER ARRANGEMENT WITH THE UNIVERSITY OF NORTH ALABAMA (UNA) FOR ITS SHARED EMPLOYEES. UNA SERVES AS THE COMMON PAYMASTER AND HANDLES ALL PAYROLL REPORTING AND TAX FILINGS ON BEHALF OF THE EMPLOYEES. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A DRAFT OF FORM 990 WILL BE APPROVED BY THE BUDGET, FINANCE & AUDIT COMMITTEE WHO WILL OFFER THE DRAFT TO THE FULL BOARD FOR THEIR APPROVAL AT THE AUGUST BOARD MEETING FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY, AND POTENTIAL VIOLATIONS THEREOF, ARE REVIEWED ANNUALLY BY THE GOVERNING BODY OF THE ORGANIZATION. MEMBERS ARE EDUCATED ABOUT POLICY WHEN TERM BEGINS. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC 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.