UNIVERSITY OF NORTH ALABAMA FOUNDATION (EIN 630814488) - 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

1980

Legal Domicile

Principal Officer

KEVIN HASLAM

Phone

2567655018

Tax Period

2023-10-01 to 2024-09-30

University of North Alabama Foundation, founded in 1980, is a community nonprofit in the Education sector that reported $8.5M in total revenue in fiscal year 2017. Expenses of $9.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO SUPPORT THE UNIVERSITY OF NORTH ALABAMA IN ITS EDUCATIONAL ENDEAVORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,970,146

Program Service Revenue $0

Investment Income $3,132,136

Other Revenue $64,651

TOTAL REVENUE $11,166,933

Expense Breakdown

Grants Paid $4,644,930

Salaries & Benefits $0

Fundraising Expenses $1,015,139

Program Expenses $4,876,378

Other Expenses $2,116,233

TOTAL EXPENSES $6,761,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,166,933	$24,161,359	-0.5%
Expenses	$6,761,163	$8,583,493	-0.2%
Net Income	$4,405,770	$15,577,866	-0.7%

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

$222,000

Total Directors

$222,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM BASCHAB	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRISTIE BEVIS	BOARD MEMBER	0.00	Director	$0	$0	$0
EMRY BRYAN	BOARD MEMBER	0.00	Director	$0	$0	$0
SCOT BUTKIS	BOARD MEMBER	0.00	Director	$0	$0	$0
TOM BUTLER	BOARD MEMBER	0.00	Director	$0	$0	$0
NELDA CAMBRON-MCCABE	BOARD MEMBER	0.00	Director	$0	$0	$0
JEFF DANIEL	BOARD MEMBER	0.00	Director	$0	$0	$0
JAMIE ELLIS	BOARD MEMBER	0.00	Director	$0	$0	$0
MARY GILLESPIE	BOARD MEMBER	0.00	Director	$0	$0	$0
LORRI GLOVER	BOARD MEMBER	0.00	Director	$0	$0	$0
SHARON HARRIS	BOARD MEMBER	0.00	Director	$0	$0	$0
KEVIN HASLAM	SECRETARY/EX OFFICIO	40.00	Officer Director	$0	$222,000	$222,000
CARNETTE JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
JAMIE KIEL	BOARD MEMBER	0.00	Director	$0	$0	$0
KEN KITTS	EX OFFICIO/EC	0.00	Director	$0	$0	$0
JACOB LADNER	BOARD MEMBER	0.00	Director	$0	$0	$0
GREGORY LAW	BOARD MEMBER	0.00	Director	$0	$0	$0
MELISSA LONG	BOARD MEMBER	0.00	Director	$0	$0	$0
CATHY MILLER	BOARD MEMBER	0.00	Director	$0	$0	$0
DERRICK MILLS	BOARD MEMBER	0.00	Director	$0	$0	$0
CARLOS NELSON	BOARD MEMBER	0.00	Director	$0	$0	$0
DEBBIE GARCIA NOWLIN	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVE PIERCE	UNA BOARD OF TRUSTEES REPRESENTATIVE	0.00	Director	$0	$0	$0
SUSANNE RALLIS	BOARD MEMBER	0.00	Director	$0	$0	$0
TOM ROSS	BOARD MEMBER	0.00	Director	$0	$0	$0
JUAN SANTIAGO	VICE CHAIR	0.00	Officer Director	$0	$0	$0
JOHNNY SIMPSON	BOARD MEMBER	0.00	Director	$0	$0	$0
HARRY SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
ROBERT STEELE	BOARD MEMBER	0.00	Director	$0	$0	$0
STEPHANIE TEICHMILLER	CHAIR	0.00	Officer Director	$0	$0	$0
JASON THOMAS	BOARD MEMBER	0.00	Director	$0	$0	$0
EVAN THORNTON	EX OFFICIO/EC	0.00	Director	$0	$0	$0
MIKE WASHBURN	TREASURER	0.00	Officer Director	$0	$0	$0
ANDY WHITT	BOARD MEMBER	0.00	Director	$0	$0	$0
ROBERT CALE	EX OFFICIO	0.00	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
2024	$11,166,933	$6,761,163	$81,570,725	$4,405,770
2023	$24,161,359	$8,583,493	$70,380,522	$15,577,866
2022	$20,521,894	$5,691,697	$51,123,767	$14,830,197
2021	$8,869,792	$3,981,688	$48,635,373	$4,888,104
2020	$6,220,050	$4,380,899	$38,512,827	$1,839,151
2019	$3,167,108	$6,604,529	$36,102,869	$-3,437,421
2018	$8,475,857	$9,489,879	$39,135,728	$-1,014,022

UNIVERSITY OF NORTH ALABAMA FOUNDATION