NORTHERN ARIZONA UNIVERSITY FDN INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORTHERN ARIZONA UNIVERSITY FDN INC (EIN 86-0193726)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349305531
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T13:39:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 CANOGA AVENUE 17TH FLOOR | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860193726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN ARIZONA UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9285232012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 S KNOLES | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WAGNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9285232012 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NICHOLAS LOBEJKO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 S KNOLES | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $107,163,630 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATIONNAU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE THE UNIVERSITY'S MISSION, ENHANCE ITS RECOGNITION AND FOSTER INVESTMENT BY ENGAGING IN MEANINGFUL RELATIONSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,413,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,605,130 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $153,282 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $152,810 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,320,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,115,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,284,749 | PYOtherRevenueAmt |
| CY Other Revenue | $1,084,181 | CYOtherRevenueAmt |
| PY Total Revenue | $27,171,193 | PYTotalRevenueAmt |
| CY Total Revenue | $88,957,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,838,986 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,740,674 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,789,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $271,444 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $44,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,935,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,463,142 | PYOtherExpensesAmt |
| CY Other Expenses | $8,360,920 | CYOtherExpensesAmt |
| PY Total Expenses | $28,573,572 | PYTotalExpensesAmt |
| CY Total Expenses | $31,934,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,402,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,022,969 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $310,465,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,791,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,077,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,757,117 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $257,387,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $340,034,455 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCE THE UNIVERSITY THROUGH FOSTERING RELATIONSHIPS, INSPIRING INVESTMENT AND STEWARDSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,381,553 | ExpenseAmt |
| Grant | $19,740,674 | GrantAmt |
| Revenue | $152,810 | RevenueAmt |
| Desc | THE NORTHERN ARIZONA UNIVERSITY FOUNDATION ("NAUF") IS DEDICATED TO ADVANCING THE UNIVERSITY THROUGH FOSTERING RELATIONSHIPS, INSPIRING INVESTMENT, AND PROVIDING STEWARDSHIP. NAUF HAS HAD ONE OF ITS LARGEST FUNDRAISING YEARS IN HISTORY, PROPELLING THE UNIVERSITY IN TRANSFORMINGLIVES AND ENRICHING COMMUNITIES. DONOR ENDOWMENTS PROVIDED OVER $4 MILLION TO SUPPORT NAU, ADVANCING ACADEMIC MOMENTUM, SUPPORTING STUDENT SUCCESS, IMPROVING POST-COLLEGE OUTCOMES, AND BRINGING VITALITY TO THE ECONOMY AND COMMUNITIES OF ARIZONA AND BEYOND. TO EMPOWER STUDENTS AND HELP THEM ACHIEVE THEIR ASPIRATIONS, THE NAUF AWARDED OVER 2,300 OR OVER $4 MILLION IN SCHOLARSHIPS. APPROXIMATELY $22 MILLION IN DONOR INVESTMENTS SUPPORTED NAU'S COLLEGES AND DEPARTMENTS, REFLECTING THE UNIVERSITY'S DISTINCTIVE EXCELLENCE OF HIGH-QUALITY ACADEMIC PROGRAMS, EXPERIENTIAL LEARNING OPPORTUNITIES, AND MISSION-DRIVEN FACULTY AND STAFF, EQUIPPING LUMBERJACKS WITH THE KNOWLEDGE AND SKILLS FOR A THRIVING FUTURE. | Desc |
| Total Program Service Expenses | $20,381,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 343 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE WAGNER | PersonNm |
| Phone | 9285238424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 S KNOLES | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS LOBEJKO | ||||||||
| CEO | 40.00 | Yes (X) | $295,937 | $0 | $57,595 | |||
| JENNIFER STEVENSON | ||||||||
| CFO (THRU 01/25) | 40.00 | Yes (X) | $226,893 | $0 | $47,419 | |||
| AMY LYNN PHILLIPS | ||||||||
| AVP | 40.00 | $194,982 | $0 | $59,675 | Yes (X) | |||
| ELIZABETH ROCK | ||||||||
| AVP | 40.00 | $193,451 | $0 | $48,243 | Yes (X) | |||
| NICHOLAS DOLCE | ||||||||
| AVP | 40.00 | $188,288 | $0 | $39,855 | Yes (X) | |||
| PETER ZEMAN | ||||||||
| DIRECTOR, IT | 40.00 | $171,710 | $0 | $37,523 | Yes (X) | |||
| PAMELA RAMOS | ||||||||
| DIRECTOR, UNIVERSITY DEVELOPMENT | 40.00 | $147,965 | $0 | $40,326 | Yes (X) | |||
| KAREN STALEY | ||||||||
| DIRECTOR, UNIVERSITY DEVELOPMENT | 40.00 | $127,911 | $0 | $36,745 | Yes (X) | |||
| SHANNAN RICE | ||||||||
| AVP, PLANNED GIVING | 40.00 | $123,135 | $0 | $36,884 | Yes (X) | |||
| LEAH BLOOM | ||||||||
| DIRECTOR, UNIVERSITY DEVELOPMENT | 40.00 | $130,494 | $0 | $15,828 | Yes (X) | |||
| JOSEPH WAGNER | ||||||||
| CFO (AS OF 06/25) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA FIMEA | ||||||||
| CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISA BAGWELL | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBIN BRAUN | ||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| AMY PENA | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVE FRANKE | ||||||||
| PAST CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEORGE ADAMS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BOB BEMENT | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT BRAUDY | ||||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| DON BROOKS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BOOKER EVANS | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| BILL HEIBEL | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TIM KINNEY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS PERKINS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICK RODRIQUEZ | ||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| KATRINA ROGERS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TONY TEWELIS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TERESA BARTELS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC BAKER | ||||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,800,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $420,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLUCIAN COMPANY | |||||
| 2003 EDMUND HALLEY DRIVE | RESTON | VA | 20191 | IT IMPLEMENTATION SERVICES | $303,365 |
| YOUR PART-TIME CONTROLLER | |||||
| ONE RENAISSANCE TOWER 2N CENTRAL A | PHOENIX | AZ | 85004 | ACCOUNTING SERVICES | $207,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $122,404 | FundraisingAmt |
| All Other Contributions | $26,482,726 | AllOtherContributionsAmt |
| Noncash Contributions | $955,729 | NoncashContributionsAmt |
| Total Contributions | $26,605,130 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALUMNI CHAPTER EVENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $152,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,810 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $152,810 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,255,834 | TotalRevenueColumnAmt |
| Exclusion | $5,255,834 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $936,220 | TotalRevenueColumnAmt |
| Exclusion | $936,220 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,968,206 | SecuritiesAmt |
| Other | $55,890,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,998,295 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$30,089 | SecuritiesAmt |
| Other | $55,890,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,859,911 | TotalRevenueColumnAmt |
| Exclusion | $55,859,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $255,043 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $122,404 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $207,469 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,574 | TotalRevenueColumnAmt |
| Exclusion | $47,574 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER MISC REVENUE | 900099 | $92,629 | $92,629 |
| PREMIUMS | 900099 | $7,758 | $7,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100,387 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,957,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,199,926 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,239,270 | TotalAmt |
| Program Services | $15,239,270 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,501,404 | TotalAmt |
| Program Services | $4,501,404 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,714 | TotalAmt |
| Management And General | $608,867 | ManagementAndGeneralAmt |
| Fundraising | $533,847 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,698 | TotalAmt |
| Program Services | $170,984 | ProgramServicesAmt |
| Management And General | $857,714 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,558 | TotalAmt |
| Program Services | $81,876 | ProgramServicesAmt |
| Management And General | $104,666 | ManagementAndGeneralAmt |
| Fundraising | $259,016 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,664 | TotalAmt |
| Program Services | $334,278 | ProgramServicesAmt |
| Management And General | $206,359 | ManagementAndGeneralAmt |
| Fundraising | $254,027 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,669 | TotalAmt |
| Program Services | $53,741 | ProgramServicesAmt |
| Management And General | $105,824 | ManagementAndGeneralAmt |
| Fundraising | $218,104 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,045 | TotalAmt |
| Management And General | $82,045 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,313 | TotalAmt |
| Management And General | $307,313 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,000 | TotalAmt |
| Fundraising | $44,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,201 | TotalAmt |
| Management And General | $224,201 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,805 | TotalAmt |
| Management And General | $276,805 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,415 | TotalAmt |
| Management And General | $251,415 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,153 | TotalAmt |
| Management And General | $188,153 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,880 | TotalAmt |
| Management And General | $90,880 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,272 | TotalAmt |
| Management And General | $161,272 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,794 | TotalAmt |
| Management And General | $27,794 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,801 | TotalAmt |
| Management And General | $79,801 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLIC RELATIONS | $6,626,713 | $6,626,713 | |
| PROFESSIONAL DEVELOPMEN | $27,732 | $27,732 | |
| BANK CHARGES | $16,796 | $16,796 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,934,897 | TotalAmt |
| Program Services | $20,381,553 | ProgramServicesAmt |
| Management And General | $3,617,637 | ManagementAndGeneralAmt |
| Fundraising | $7,935,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,044,691 | BOYAmt |
| EOY | $9,837,462 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,394,791 | BOYAmt |
| EOY | $18,469,684 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,634 | BOYAmt |
| EOY | $59,312 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,875 | BOYAmt |
| EOY | $144,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,509,505 | BOYAmt |
| EOY | $356,742,057 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,961 | BOYAmt |
| EOY | $184,324 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,780,831 | BOYAmt |
| EOY | $15,353,815 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,465,288 | BOYAmt |
| EOY | $400,791,572 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,592,119 | BOYAmt |
| EOY | $5,313,991 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $868,415 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,575,554 | BOYAmt |
| EOY | $53,397,139 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,041,770 | BOYAmt |
| EOY | $2,045,987 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,077,858 | BOYAmt |
| EOY | $60,757,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,576,654 | BOYAmt |
| EOY | $67,527,213 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,810,776 | BOYAmt |
| EOY | $272,507,242 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,387,430 | BOYAmt |
| EOY | $340,034,455 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,465,288 | BOYAmt |
| EOY | $400,791,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $57,022,969 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,214,205 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $409,851 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,350,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,202,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,683,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,413,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,603,742 | CurrentTaxYearAmt |
| Total | $101,254,163 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,350,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,202,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,683,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,413,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,603,742 | CurrentTaxYearAmt |
| Total | $101,254,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,548,896 | SubstantialContributorsTotAmt |
| Public Support Total170 | $78,705,267 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,316,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,820,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,771,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,166,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,192,054 | CurrentTaxYearAmt |
| Total | $27,268,279 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $18,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $47,574 | CurrentTaxYearAmt |
| Total | $66,158 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,387 | CurrentTaxYearAmt |
| Total | $222,262 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $128,810,862 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $710,931 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $250 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,409,128 | BeginningYearBalanceAmt |
| Contributions | $14,502,156 | ContributionsAmt |
| Investment Earnings Or Losses | $24,194,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $575,081 | OtherExpendituresAmt |
| Administrative Expenses | $5,523,109 | AdministrativeExpensesAmt |
| End Year Balance | $227,007,235 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,613,896 | BeginningYearBalanceAmt |
| Contributions | $4,118,628 | ContributionsAmt |
| Investment Earnings Or Losses | $20,818,782 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,700,076 | OtherExpendituresAmt |
| Administrative Expenses | $2,442,102 | AdministrativeExpensesAmt |
| End Year Balance | $194,409,128 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,220,034 | BeginningYearBalanceAmt |
| Contributions | $7,033,119 | ContributionsAmt |
| Investment Earnings Or Losses | $22,737,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,697,915 | OtherExpendituresAmt |
| Administrative Expenses | $2,678,403 | AdministrativeExpensesAmt |
| End Year Balance | $176,613,896 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,169,979 | BeginningYearBalanceAmt |
| Contributions | $8,172,929 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,175,771 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,867,037 | OtherExpendituresAmt |
| Administrative Expenses | $5,080,066 | AdministrativeExpensesAmt |
| End Year Balance | $154,220,034 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,323,879 | BeginningYearBalanceAmt |
| Contributions | $10,146,336 | ContributionsAmt |
| Investment Earnings Or Losses | $47,724,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,068,304 | OtherExpendituresAmt |
| Administrative Expenses | $2,486,206 | AdministrativeExpensesAmt |
| End Year Balance | $178,640,527 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO NORTHERN ARIZONA UNIVERSITY | $10,085 |
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $2,035,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,045,987 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $118,165,190 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,214,205 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,600,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $411,364 | OtherRevenueAmt |
| Revenue Not Reported | $29,225,569 | RevenueNotReportedAmt |
| Revenue Subtotal | $88,939,621 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $224,201 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$205,956 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,245 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $88,957,866 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,518,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,600,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $207,469 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,807,469 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,710,696 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $224,201 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $224,201 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,934,897 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ART EXHIBIT IS TO FURTHER ENHANCE THE EDUCATIONAL VALUE OF THE STUDENTS OF NORTHERN ARIZONA UNIVERSITY. OUR PURPOSE IS TO SUPPORT NORTHERN ARIZONA UNIVERSITY IN THEIR MISSION T0 PROVIDE SUPERIOR EDUCATION TO THEIR STUDENTS. |
| PART IV, LINE 2B: | NORTHERN ARIZONA UNIVERSITY FOUNDATION, INC. ADMINISTERS VARIOUS FUNDS FOR NORTHERN ARIZONA UNIVERSITY AND NAU PARENT'S ASSOCIATION. NORTHERN ARIZONA UNIVERSITY AND NAU PARENT'S ASSOCIATION MAINTAIN OWNERSHIP OF THEIR RESPECTIVE FUNDS. ASSETS HELD ON BEHALF OF NORTHERN ARIZONA UNIVERSITY WERE $53,072,377. ASSETS HELD ON BEHALF OF NAU PARENT'S ASSOCIATION WERE $325,612. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE LONG-TERM SUPPORT FOR NORTHERN ARIZONA UNIVERSITY. |
| PART X, LINE 2: | NAU FOUNDATION IS ORGANIZED AS AN ARIZONA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1). CONTRIBUTIONS TO IT QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). NAU FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, NAU FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. NAU FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS, OR ITS ARIZONA EQUIVALENT (FORM 99-T) WITH THE ARIZONA DEPARTMENT OF REVENUE. NAUV AND NAREH ARE ORGANIZED AS SINGLE-MEMBER, LIMITED LIABILITY CORPORATIONS AND ARE DISREGARDED AS ENTITIES SEPARATE FROM NAU FOUNDATION FOR INCOME TAX PURPOSES. NAU FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN BY THE COMBINED ENTITY, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. NAU FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST 61,948. CHANGE IN VALUE OF LIFE INSURANCE 100,556. CHANGE IN VALUE OF BENEFICIAL INTEREST 248,860. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE WRITE-OFFS 1,513. SPECIAL EVENT EXPENSE -207,469. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 207,469. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PLANNED GIVING INTERACTIVE | ||||||||
| 14260 W NEWBERRY ROAD 215 | NEWBERRY | FL | 32669 | CAMPAIGN PLANNING | 0 | $0 | $40,000 | $0 |
| HURON CONSULTING GROUP LLC | ||||||||
| 550 W VAN BUREN STREET NO 1700 | CHICAGO | IL | 60607 | CAMPAIGN PLANNING | 0 | $0 | $4,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $44,000 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HRM GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $172,405 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,564 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $167,841 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $46,934 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,452 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,155 | OtherDirectExpensesEvent1Amt |
| Event2 | BEN AVERY SPORTING CLAY TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $73,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $52,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,436 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,947 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,421 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $132,042 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $65,840 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $66,202 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $11,347 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $89,393 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $400 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,984 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $377,447 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $122,404 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $255,043 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,717 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $108,792 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,560 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $207,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $47,574 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN ARIZONA UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S KNOLES DR | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 742579628 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,225,270 | CashGrantAmt |
| Non Cash Assistance | $14,000 | NonCashAssistanceAmt |
| Valuation Method Used | FMV/APPRAISAL | ValuationMethodUsedDesc |
| Non Cash Assistance | ARTWORK | NonCashAssistanceDesc |
| Purpose Of Grant | EDUCATION SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2389 | RecipientCnt |
| Cash Grant | $4,501,404 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AND THE UNIVERSITY HAVE WRITTEN POLICIES FOR THE DISTRIBUTION OF PROGRAM AND SCHOLARSHIP FUNDS. THE FOUNDATION EMPLOYS PROFESSIONAL STAFF THAT REVIEWS AND APPROVES ALL EXPENDITURES. THE UNIVERSITY DEPARTMENTS RECEIVING GRANTS, INCLUDING THE FINANCIAL AID DEPARTMENT WHO RECEIVES THE SCHOLARSHIPS ON BEHALF OF THE STUDENTS, AND THE FOUNDATION HAVE JOINT RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS ONCE THE FUNDS HAVE BEEN TRANSFERRED TO THE DEPARTMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS LOBEJKO | ||||||||||||||
| CEO | $266,532 | $0 | $29,405 | $0 | $0 | $0 | $20,716 | $0 | $36,879 | $0 | $353,532 | $0 | $0 | $0 |
| JENNIFER STEVENSON | ||||||||||||||
| CFO (THRU 01/25) | $203,819 | $0 | $23,074 | $0 | $0 | $0 | $15,851 | $0 | $31,568 | $0 | $274,312 | $0 | $0 | $0 |
| AMY LYNN PHILLIPS | ||||||||||||||
| AVP | $175,470 | $0 | $19,512 | $0 | $0 | $0 | $23,685 | $0 | $35,990 | $0 | $254,657 | $0 | $0 | $0 |
| ELIZABETH ROCK | ||||||||||||||
| AVP | $173,697 | $0 | $19,754 | $0 | $0 | $0 | $13,877 | $0 | $34,366 | $0 | $241,694 | $0 | $0 | $0 |
| NICHOLAS DOLCE | ||||||||||||||
| AVP | $172,589 | $0 | $15,699 | $0 | $0 | $0 | $12,566 | $0 | $27,289 | $0 | $228,143 | $0 | $0 | $0 |
| PETER ZEMAN | ||||||||||||||
| DIRECTOR, IT | $154,746 | $0 | $16,964 | $0 | $0 | $0 | $12,020 | $0 | $25,503 | $0 | $209,233 | $0 | $0 | $0 |
| PAMELA RAMOS | ||||||||||||||
| DIRECTOR, UNIVERSITY DEVELOPMENT | $133,241 | $0 | $14,724 | $0 | $0 | $0 | $17,947 | $0 | $22,379 | $0 | $188,291 | $0 | $0 | $0 |
| KAREN STALEY | ||||||||||||||
| DIRECTOR, UNIVERSITY DEVELOPMENT | $127,911 | $0 | $0 | $0 | $0 | $0 | $15,516 | $0 | $21,229 | $0 | $164,656 | $0 | $0 | $0 |
| SHANNAN RICE | ||||||||||||||
| AVP, PLANNED GIVING | $112,320 | $0 | $10,815 | $0 | $0 | $0 | $14,934 | $0 | $21,950 | $0 | $160,019 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE DISCRETIONARY AND AWARDED TO EMPLOYEES FOR MEETING CERTAIN METRICS OF THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $926,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ROBOTICS | 2 | $8,000 | FMV |
| Yes (X) | LODGING VOUCHERS | 4 | $6,404 | FMV |
| Yes (X) | ADMISSIONS VOUCHERS | 2 | $700 | FMV |
| Yes (X) | MEALS | 1 | $300 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, COLUMN B IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT FORM 990 IS GIVEN TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY GOVERNS CERTAIN CONFLICT OF INTEREST TRANSACTIONS BETWEEN THE CORPORATION AND DIRECTORS (AND THEIR RELATIVES), OFFICERS AND THEIR AFFILIATES. THE POLICY IS REDISTRIBUTED ANNUALLY, ALONG WITH A VENDOR LIST, FOR CONFIRMATION OF ANY POSSIBLE CONFLICTS OF INTEREST THAT MAY HAVE BECOME A RISK. IF THERE IS ANY RISK, IT IS ADDRESSED AT THAT TIME. ON AN ONGOING BASIS, IF ANY CONFLICT OF INTEREST IS RECOGNIZED, IT IS INVESTIGATED AND DEALT WITH ACCORDINGLY THROUGH ADMINISTRATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS STRUCTURED IN ALIGNMENT WITH NAU HUMAN RESOURCES CLASSIFICATION AND PEER BENCHMARK DATA. ADJUSTMENTS TO THE CEO'S COMPENSATION ARE DETERMINED BY THE NAUF BOARD CHAIR THROUGH THE ANNUAL PERFORMANCE REVIEW PROCESS, WITH RECOMMENDATIONS FORWARDED TO THE UNIVERSITY PRESIDENT FOR FINAL APPROVAL. PERFORMANCE REVIEW CONSIDERS MARKET COMPARATORS BY ENDOWMENT SIZE AND FUNDRAISING PRODUCTIVITY, AS WELL AS THE CEO'S LEADERSHIP OF THE NAUF RELATIVE TO ESTABLISHED GOALS. THE OUTCOME OF EACH REVIEW IS DOCUMENTED IN WRITING. OTHER STAFF ARE BENCHMARKED TO STUDIES PERFORMED BY GG+A HURON (2023) AND ANNUAL EAB SURVEY DATA THE FOUNDATION GAINS ACCESS TO BY PARTICIPATING (SPRING OF EACH YEAR) - DATA IS USED DURING SUMMER PERFORMANCE EVALUATIONS WHICH DRIVE BUDGET FIGURES THAT THE GOVERNING BOARD APPROVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION, BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND BY REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF LIFE INSURANCE 100,556. CHANGE IN VALUE OF BENEFICIAL INTEREST 248,860. CHANGE IN VALUE OF SPLIT INTEREST 61,948. PLEDGE WRITE-OFFS -1,513. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| NORTHERN AZ REAL ESTATE HOLDINGS LLC | ||||||||
| PO BOX 4094 OLD MAIN BLDG 10 | FLAGSTAFF | AZ | 86011 | REAL ESTATE | AZ | $0 | $5,979 | NORTHERN ARIZONA UNIVERSITY FOUNDATION |
| NAU VENTURES LLC | ||||||||
| PO BOX 4094 OLD MAIN BLDG 10 | FLAGSTAFF | AZ | 86011 | INTELLECTUAL PROPERTY | AZ | $0 | $12,989 | NORTHERN ARIZONA UNIVERSITY FOUNDATION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (3) | ||||||||||||
| INVESTMENTS | CA | NORTHERN ARIZONA UNIVERSITY FOUNDATION | Yes (1) | |||||||||
| FRIER TRUST | ||||||||||||
| INVESTMENTS | AZ | NORTHERN ARIZONA UNIVERSITY FOUNDATION | Yes (1) | PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 690860151 | T | $23,518 | $848,542 | 1.00000 |
| ARMOND IRREVOCABLE TRUST | ||||||||||||
| INVESTMENTS | AZ | NORTHERN ARIZONA UNIVERSITY FOUNDATION | Yes (1) | PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 866289807 | T | $16,820 | $653,787 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRIER TRUST | ||
| S | $76,058 | COST |
| ARMOND IRREVOCABLE TRUST | ||
| S | $36,961 | COST |