THE UNIVERSITY OF MONTEVALLO FOUNDATION OPERATES TO ADVANCE THE MISSION OF THE UNIVERSITY OF MONTEVALLO IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SERVICE, CHARITABLE, AND OUTREACH ENDEAVORS. THE PRIMARY PURPOSE OF THE FOUNDATION IS TO RECEIVE, SOLICIT, ACCEPT, HOLD, ADMINISTER, USE, INVEST, ENDOW, AND DISBURSE PRIVATE PHILANTHROPIC GIFTS, BEQUESTS, DEVISES, AND ALL TYPES OF PROPERTY FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$72.6M
+27.2% YoY
Revenue
$10.9M
+3.2% YoY
Net Investment Income
$2.5M
-38.6% YoY
Expenses
$3.6M
+1.9% YoY
About University of Montevallo Foundation
Based on IRS filings
University of Montevallo Foundation is a nonprofit organization focused on Education, based in MONTEVALLO, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $72.6M in total assets. Net investment income was $2.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $72,621,815 | $57,084,654 | $48,926,102 |
| Revenue | $10,937,828 | $10,598,156 | $7,323,023 |
| Expenses | $3,559,455 | $3,493,659 | $3,844,033 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,504,370 | $4,081,990 | $3,462,546 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES MOSS | CHAIRMAN (SINCE 08/11) | 1 | — |
| DAVID PICKETT | VICE-CHAIRMAN | 1 | — |
| MITT SCHROEDER | TREASURER | 1 | — |
| AMY NENADOVICH | SECRETARY | 1 | — |
| JAMES CAVALE III | MEMBER | 1 | — |
| TRACEY MORANT-ADAMS | MEMBER | 1 | — |
| MARK EILAND | MEMBER | 1 | — |
| GEORGE ETHRIDGE | MEMBER | 1 | — |
| KEVIN GARDNER | MEMBER | 1 | — |
| CONNIE SHEPPARD HARRIS | MEMBER | 1 | — |
| CAROLYN DUNCAN | MEMBER | 1 | — |
| KITTILAX KRIDAKORN | MEMBER | 1 | — |
| JEFFERY PURVIS | MEMBER | 1 | — |
| BOB BAKER | MEMBER | 1 | — |
| EDDIE BAKER | MEMBER | 1 | — |
| CLAYTON NORDAN | MEMBER | 1 | — |
| JOHN COX | MEMBER | 1 | — |
| MELANIE POOLE | MEMBER | 1 | — |
| RAYMOND BELL | MEMBER | 1 | — |
| BARBARA SLOAN | MEMBER | 1 | — |
| ALISON STEINEKER | MEMBER | 1 | — |
| THOMAS WHITING | MEMBER | 1 | — |
| DENISE WOODHAM | MEMBER | 1 | — |
| BRIGETTE WRIGHT | MEMBER | 1 | — |
| SCOTT DILLARD | EXECUTIVE VICE PRESIDENT | 24 | $109,192 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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