BEducationEIN: 237349527

University of Montevallo Foundation

Montevallo, Alabama

A-Health Score
84A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org16.10×
Peer Median9.48×
💰
$10.6M
Total Revenue
📊
$3.5M
Total Expenses
🏦
$56.3M
Net Assets
📋
$819K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+44.7%
Year-over-year change (2022 → 2023)
Net Margin
+67.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.10
Net assets divided by total expenses
Liabilities-to-Assets
1.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$10,598,15645%$3,493,6599%$57,084,65417%
2022$7,323,0239%$3,844,03310%$48,926,1029%
2021$6,691,85216%$3,489,37755%$53,571,63016%
2020$8,004,22180%$7,766,571149%$46,000,9321%
2019$4,437,71852%$3,123,3211%$46,658,8043%
2018$9,335,053134%$3,147,22456%$45,209,77118%
2017$3,993,78114%$2,022,9006%$38,278,17311%
2016$4,619,11317%$1,915,32718%$34,547,1879%
2015$5,595,85417%$2,327,47928%$31,766,929
2014$4,797,83219%$1,817,48814%$31,655,80513%
2013$4,030,15794%$2,113,77221%$28,134,66812%
2012$2,078,61126%$1,741,22814%$25,073,56815%
2011$2,815,338$2,028,557$21,720,878

Frequently Asked Questions

What does University of Montevallo Foundation do?

University of Montevallo Foundation is a education nonprofit organization based in Alabama. It is classified under NTEE code B43I and is registered as a 501(c) tax-exempt organization with the IRS.

Is University of Montevallo Foundation financially healthy?

Based on our 9-metric Financial Health Score model, University of Montevallo Foundation has a score of 84/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does University of Montevallo Foundation generate?

University of Montevallo Foundation reports $10.9M in annual revenue and holds $72.6M in total assets, based on IRS filings.

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