UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EIN 300069848) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

CHERYL MOWDY

Phone

2053484770

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF ALABAMA DONOR ADVISED FUND, founded in 2001, is a small nonprofit in the Education sector that reported $489K in total revenue in fiscal year 2020. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 23% operating margin.

Mission

SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $550,000

Program Service Revenue $0

Investment Income $234,745

Other Revenue $0

TOTAL REVENUE $784,745

Expense Breakdown

Grants Paid $471,671

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $471,671

Other Expenses $65,967

TOTAL EXPENSES $537,638

Year-over-Year Comparison

	2022	2021	Change
Revenue	$784,745	$1,002,177	-0.2%
Expenses	$537,638	$557,601	0.0%
Net Income	$247,107	$444,576	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$2,615,068

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STUART R BELL	TRUSTEE	1.0	Director	$0	$224,458	$1,080,053
DANA KEITH	TRUSTEE	1.0	Director	$0	$67,772	$560,991
MATTHEW FAJACK	TRUSTEE	1.0	Director	$0	$68,591	$517,128
ROBERT D PIERCE II	TRUSTEE	1.0	Director	$0	$71,559	$456,896
JOHN MCNEIL	TRUSTEE	1.0	Director	$0	$0	$0
REBEKAH ELGIN-COUNCIL	TRUSTEE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$784,745	$537,638	$6,495,581	$247,107
2022	$1,002,177	$557,601	$5,909,530	$444,576
2021	$488,835	$378,310	$6,560,090	$110,525

UNIVERSITY OF ALABAMA DONOR ADVISED FUND