UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EIN 636048099) - 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

1962

Legal Domicile

Principal Officer

MALLIE S HALE

Phone

2568246127

Tax Period

2024-10-01 to 2025-09-30

UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION, founded in 1962, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2017. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.5M, a strong 31% operating margin.

Mission

PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE THROUGH CONTRIBUTIONS TO SCHOOL PROGRAMS AND STUDENT SCHOLARSHIPS

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,167,115

Program Service Revenue $0

Investment Income $9,482,208

Other Revenue $4,182,594

TOTAL REVENUE $19,831,917

Expense Breakdown

Grants Paid $2,983,732

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,983,732

Other Expenses $2,468,165

TOTAL EXPENSES $5,451,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,831,917	$14,841,435	+0.3%
Expenses	$5,451,897	$6,903,431	-0.2%
Net Income	$14,380,020	$7,938,004	+0.8%

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

$200,064

Total Directors

$1,667,736

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SID J TRANT	EXOFFICIO CH	0.10	Director	$0	$0	$809,255
CHARLES L KARR	EX-OFFICIO,	0.10	Director	$0	$0	$658,417
MALLIE S HALE	EXECUTIVE DI	10.00	Officer Director	$0	$0	$200,064
AMIT ARORA	TERM MEMBER	0.10	Director	$0	$0	$0
DR MARCUS J BENDICKSON	VICE CHAIRMA	0.25	Officer Director	$0	$0	$0
DR CHIA-HWA CHAN	TRUSTEE EMER	0.10	Director	$0	$0	$0
KATHY L CHAN	LIFE MEMBER	0.10	Director	$0	$0	$0
S DAGNAL ROWE ESQ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RONALD GRAY	EX-OFFICIO	0.10	Director	$0	$0	$0
LINDA L GREEN	LIFE MEMBER	0.10	Director	$0	$0	$0
JEFF GRONBERG	EX-OFFICIO	0.10	Director	$0	$0	$0
JOHN S HENDRICKS	TRUSTEE EMER	0.10	Director	$0	$0	$0
JIM HUDSON	LIFE MEMBER	0.10	Director	$0	$0	$0
PAM HUDSON	TERM MEMBER	0.10	Director	$0	$0	$0
ERIC ST JOHN	TERM MEMBER	0.10	Director	$0	$0	$0
BILL JOHNSTON	LIFE MEMBER	0.10	Director	$0	$0	$0
A EUGENE SAPP JR	LIFE MEMBER	0.10	Director	$0	$0	$0
CARL J GESSLER JR	TERM MEMBER	0.10	Director	$0	$0	$0
PHIL BENTLEY JR	TERM MEMBER	0.10	Director	$0	$0	$0
KIM CAUDLE LEWIS	TERM MEMBER	0.10	Director	$0	$0	$0
BETSY LOWE	LIFE MEMBER	0.10	Director	$0	$0	$0
PETER LOWE	LIFE MEMBER	0.10	Director	$0	$0	$0
ROBERT MAYES	TERM MEMBER	0.10	Director	$0	$0	$0
RON POTEAT	TERM MEMBER	0.10	Director	$0	$0	$0
GURMEJ SANDHU	TERM MEMBER	0.10	Director	$0	$0	$0
J MICHAEL SEGREST	COMMITTEE CH	0.25	Director	$0	$0	$0
SANGEETA SINGHAL	TERM MEMBER	0.10	Director	$0	$0	$0
INA WILSON SMITH	TERM MEMBER	0.10	Director	$0	$0	$0
LINDA J SMITH	SECRETARY	0.25	Officer Director	$0	$0	$0
JEAN TEMPLETON	LIFE MEMBER	0.10	Director	$0	$0	$0
LYNN TROY	TERM MEMBER	0.10	Director	$0	$0	$0
BARBARA WADSWORTH	TERM MEMBER	0.10	Director	$0	$0	$0
KEN WATSON	TERM MEMBER	0.10	Director	$0	$0	$0
MIKE WICKS	TERM MEMBER	0.10	Director	$0	$0	$0
JOHN R WYNN	TREASURER	0.10	Officer Director	$0	$0	$0
TOM YOUNG	TERM MEMBER	0.10	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	$19,831,917	$5,451,897	$144,287,539	$14,380,020
2024	$14,841,435	$6,903,431	$131,686,144	$7,938,004
2023	$35,328,208	$25,021,421	$120,958,667	$10,306,787
2022	$20,241,142	$4,034,379	$94,357,481	$16,206,763
2021	$9,852,491	$4,132,406	$88,225,627	$5,720,085
2020	$8,913,611	$2,609,426	$69,479,782	$6,304,185
2019	$4,254,778	$3,242,253	$63,259,296	$1,012,525
2018	$4,848,574	$3,338,859	$63,544,121	$1,509,715

UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION