Civic Intelligence

Lamar University Foundation Inc.

990 • Fiscal year 2020 • EIN 23-7298265

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 14, 2021

Organization Profilewww.lamar.edu/advancement/foundation/index.html
P O Box 11500Beaumont, TX 77710

(409) 880-2117

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.06x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

93rd percentile

50%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$189,119

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

47%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$106,218,449

Up $10,532,055 (+11%) from 2019

Net Assets

Up

$105,423,375

Up $11,144,703 (+12%) from 2019

Liabilities

Down

$795,074

Down $612,648 (-44%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin93rd percentile

Revenue

Up

$12,666,257

Up $4,078,619 (+47%) from 2019

Expenses

Up

$6,382,343

Up $1,337,889 (+27%) from 2019

Net Income

Up

$6,283,914

Up $2,740,730 (+77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2014: $70,964,204Liabilities 2014: $0Net Assets 2014: $70,964,2042014Assets 2015: $72,399,537Liabilities 2015: $50Net Assets 2015: $72,399,4872015Assets 2016: $75,151,234Liabilities 2016: $15,500Net Assets 2016: $75,135,7342016Assets 2017: $83,034,572Liabilities 2017: $0Net Assets 2017: $83,034,5722017Assets 2018: $89,726,452Liabilities 2018: $8,180Net Assets 2018: $89,718,2722018Assets 2019: $95,686,394Liabilities 2019: $1,407,722Net Assets 2019: $94,278,6722019Assets 2020: $106,218,449Liabilities 2020: $795,074Net Assets 2020: $105,423,3752020Assets 2021: $128,618,821Liabilities 2021: $1,201,475Net Assets 2021: $127,417,3462021Assets 2022: $120,036,714Liabilities 2022: $1,564,459Net Assets 2022: $118,472,2552022Assets 2023: $128,290,438Liabilities 2023: $1,548,480Net Assets 2023: $126,741,9582023Assets 2024: $151,399,653Liabilities 2024: $4,365,137Net Assets 2024: $147,034,5162024

Highlighted filing

2020

Assets$106,218,449
Liabilities$795,074
Net Assets$105,423,375
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $16,201,441Expenses 2014: $2,863,236Net Income 2014: $13,338,2052014Revenue 2015: $7,489,614Expenses 2015: $3,042,236Net Income 2015: $4,447,3782015Revenue 2016: $4,496,441Expenses 2016: $4,576,933Net Income 2016: -$80,4922016Revenue 2017: $10,176,937Expenses 2017: $4,036,295Net Income 2017: $6,140,6422017Revenue 2018: $10,083,102Expenses 2018: $6,858,130Net Income 2018: $3,224,9722018Revenue 2019: $8,587,638Expenses 2019: $5,044,454Net Income 2019: $3,543,1842019Revenue 2020: $12,666,257Expenses 2020: $6,382,343Net Income 2020: $6,283,9142020Revenue 2021: $10,753,900Expenses 2021: $5,882,129Net Income 2021: $4,871,7712021Revenue 2022: $9,189,349Expenses 2022: $5,492,343Net Income 2022: $3,697,0062022Revenue 2023: $9,209,579Expenses 2023: $5,628,976Net Income 2023: $3,580,6032023Revenue 2024: $14,317,021Expenses 2024: $6,617,644Net Income 2024: $7,699,3772024

Highlighted filing

2020

Revenue$12,666,257
Expenses$6,382,343
Net Income$6,283,914
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 14, 2021
Return Version
2019v5.1
Gross Receipts
$205,167,877
Mission and Program Overview

Mission

The Foundation supports the development and promotion of Lamar University, its students, faculty and staff. The Lamar University Foundation supports and enhances Lamar University by encouraging the commitment of personal and financial resources to further the education of Lamar University students. The Foundation promotes the stewardship of donors to enhance the quality of services provided by the University to student, faculty, alumni and friends. The Lamar University Foundation manages the investments, serves as trustee of the endowment funds and other private assets contributed for the benefit of Lamar University.

The Foundation supports the development and promotion of Lamar University, its students, faculty and staff.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,480,175$97,682,403▲ $12,202,228
Investments Other Securities$5,625,459$5,783,791▲ $158,332
Savings and Temporary Cash Investments$3,140,637$611,486▼ $2,529,151
Land, Buildings, and Equipment, Net$161,942$576,115▲ $414,173
Cash and Non-Interest-Bearing Accounts$229,401$410,167▲ $180,766
Total Assets$95,686,394$106,218,449▲ $10,532,055
Other Assets Total$1,048,780$1,154,487▲ $105,707
Liabilities
Other Liabilities$1,407,722$795,074▼ $612,648
Total Liabilities$1,407,722$795,074▼ $612,648
Net Assets / Fund Balance
Net Assets With Donor Restrictions$90,353,422$102,280,790▲ $11,927,368
Net Assets Without Donor Restrictions$3,925,250$3,142,585▼ $782,665
Total Net Assets Fund Balance$94,278,672$105,423,375▲ $11,144,703
Total Liabilities and Net Assets / Fund Balance$95,686,394$106,218,449▲ $10,532,055

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,401$22,242$31,643
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$566,714-$0
Leasehold Improvements$0$0$0
Other Securities$185,812--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$93,784,514$5,037,588▲ $12,822,322-$103,745,802
2018$88,012,715$7,223,479▲ $3,900,142-$93,784,514
2017$81,106,970$5,578,810▲ $8,498,090-$88,012,715
2016$73,445,918$4,770,286▲ $6,944,065-$81,106,970
2015$70,912,332$3,737,597▲ $3,543,944-$73,445,918
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Juan J ZabalaChief Executive OfficerPT$189,119$189,119
Karen NicholsChief Operating OfficerPT$77,503$77,503

Board Members and Trustees

NameTitle
J Mark SmithChairman of the Board
Becky MasonCommittee Chair
Don ShaverCommittee Chair
Ellen ReinstraCommittee Chair
Michele SmithCommittee Chair
Tyrrell L GarthCommittee Chair
Dr Sina NejadPast President
Elaine HenryVice Chairman of the Board
Carmen JordanTrustee
Catherine J LongTrustee
Clayton LauTrustee
Dr Ann Die HasselmoTrustee
Dr Barry DavisTrustee
Gisela HousemanTrustee
Henry StraitTrustee
Herman T Wilson JrTrustee
J Michael TurnerTrustee
Jerry DearingTrustee
Joe WilliamsTrustee
Joseph DominoTrustee
Joseph VernonTrustee
Larry NorwoodTrustee
Lori RyerkerkTrustee
Michael BurrowTrustee
Michael P Roebuck SrTrustee
Mike JenkinsTrustee
Nicholas CarterTrustee
Phillip E FullerTrustee
Rena F ClarkTrustee
Robert JonesTrustee
Vernon DurdenTrustee
Juan J Zabala-
Sandra ClarkSecretary
Pat ParsonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,326,319
Program Service Revenue
$0
Investment Income
$7,963,724
Other Revenue
$376,214
All Other Contributions
$4,326,319
Change in Net Assets
$6,283,914

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$636,879Market quotes
Real Estate Other1$258,000Appraisal
Other Non Cash Contri Table1$34,780Manufacturer's Educational Pricing
Total Noncash Contributions12$929,659-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,465,379
Revenue Not Reported on Financial Statements
$200,878
Revenue Not Reported on Form 990
$4,860,789
Total Revenue per Audited Statements
$17,326,168
Total Revenue per Form 990
$12,666,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,313,735
Grants and Similar Amounts Paid$2,068,608
Total Fundraising Expense$156,412
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,068,608--$2,068,608
Fees for Service Investment Mgmnt Fees$0$200,878$0$200,878
Conferences and Meetings$74,510$41,625$79,591$195,726
All Other Expenses$158,260$15,374$9,345$182,979
Other Expenses$128,471$0$0$128,471
Fees for Services Other$102,923$0$13,302$116,225
Travel$80,285$195$22,862$103,342
Information Technology$56,749$4,304$5,612$66,665
Occupancy$0$28,290$0$28,290
Fees for Services Accounting$0$17,825$0$17,825
Insurance$0$11,368$0$11,368
Office Expenses$0$7,534$240$7,774
Fees for Services Legal$0$5,724$0$5,724
Depreciation Depletion$0$3,071$0$3,071
Total Functional Expenses$5,590,815$635,116$156,412$6,382,343

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,382,343
Expenses per Audited Statements$6,181,465
Total Expenses per Audited Statements$6,181,465
Expenses Not Reported on Financial Statements$200,878
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lamar UniversityBeaumont, TX-Faculty support$2,543,968
Lamar UniversityBeaumont, TX-Other$713,086
Lamar UniversityBeaumont, TX-Facility & equipment$142,110
Lamar UniversityBeaumont, TX-Students & Student organizations$108,206
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds held under agency agreement$795,074
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lamar University Foundation Inc
EIN
23-7298265
Phone
4098802117
Address
P O Box 11500, Beaumont, TX 77710

Signing Officer

Name
Karen Nichols
Title
COO
Phone
4098802117
Signed
2021-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan J Zabala
Formed
1972
Legal Domicile
TX
Voting Board Members
33
Independent Board Members
33
Employees
0
Volunteers
33

Preparer

Firm
Lauren G Brooks & Associates Pc
Address
390 PARK ST STE 900, BEAUMONT, TX 77701
Preparer
Lauren Brooks
Phone
4098327413
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Foundation's form 990 is reviewed and approved by the Audit Committee for filing then submitted to the Executive Committee and Board of Trustees for review and ratification.”

Pt VI, Line 12C

“All board members and staff members must read and sign the conflict of interest statement each year and disclose any conflicts. Board members and employees are also required to report conflicts throughout the year as they arise.”

Pt VI, Line 15A

“The Lamar University Foundation uses the Lamar University salary system. Lamar University is a state-supported university that sets and compares its compensation levels to other universities of similar size and mission.”

Pt VI, Line 15B

“The Lamar University Foundation uses the Lamar University salary system. Lamar University is a state-supported university that sets and compares its compensation levels to other universities of similar size and mission.”

Pt VI, Line 19

“The Lamar University Foundation makes governing documents, conflict of interests policy, and financial statements available upon request after approval of the Executive Committee.”

Form 990, Part III, Line 4D

“Other support provide to Lamar University programs as 952219. 119487. 0.”

Financial Statement Notes

Pt V, Line 4

“Earnings from the endowment funds support scholarships, faculty, and programs at Lamar University as specified by donor restrictions.”

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IRS990/Form990PartVIISectionAGrp/PersonNm5Jerry Dearing
IRS990/Form990PartVIISectionAGrp/PersonNm6Joseph Domino
IRS990/Form990PartVIISectionAGrp/PersonNm7Vernon Durden
IRS990/Form990PartVIISectionAGrp/PersonNm8Phillip E Fuller
IRS990/Form990PartVIISectionAGrp/PersonNm9Tyrrell L Garth
IRS990/Form990PartVIISectionAGrp/PersonNm10Dr Ann Die Hasselmo
IRS990/Form990PartVIISectionAGrp/PersonNm11Elaine Henry
IRS990/Form990PartVIISectionAGrp/PersonNm12Gisela Houseman
IRS990/Form990PartVIISectionAGrp/PersonNm13Mike Jenkins
IRS990/Form990PartVIISectionAGrp/PersonNm14Robert Jones
IRS990/Form990PartVIISectionAGrp/PersonNm15Carmen Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm16Clayton Lau
IRS990/Form990PartVIISectionAGrp/PersonNm17Catherine J Long
IRS990/Form990PartVIISectionAGrp/PersonNm18Becky Mason
IRS990/Form990PartVIISectionAGrp/PersonNm19Dr Sina Nejad
IRS990/Form990PartVIISectionAGrp/PersonNm20Larry Norwood
IRS990/Form990PartVIISectionAGrp/PersonNm21Pat Parsons
IRS990/Form990PartVIISectionAGrp/PersonNm22Ellen Reinstra
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IRS990/Form990PartVIISectionAGrp/PersonNm30Joseph Vernon
IRS990/Form990PartVIISectionAGrp/PersonNm31Joe Williams
IRS990/Form990PartVIISectionAGrp/PersonNm32Herman T Wilson Jr
IRS990/Form990PartVIISectionAGrp/PersonNm33Juan J Zabala
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Committee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Chairman of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Committee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt19Past President
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IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt29Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt30Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt31Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt32Trustee
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,218,449
Liabilities
$795,074
Net assets
$105,423,375
Revenue
$12,666,257
Expenses
$6,382,343
Net income
$6,283,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$4.37$147$14.3$6.62$7.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$1.55$127$9.21$5.63$3.58
2022Detailed filing. Detailed filing data is available for this year.$120$1.56$118$9.19$5.49$3.70
2021Detailed filing. Detailed filing data is available for this year.$129$1.20$127$10.8$5.88$4.87
2020Detailed filing. Detailed filing data is available for this year.$106$0.80$105$12.7$6.38$6.28
2019Detailed filing. Detailed filing data is available for this year.$95.7$1.41$94.3$8.59$5.04$3.54
2018Detailed filing. Detailed filing data is available for this year.$89.7$0.01$89.7$10.1$6.86$3.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.0$0.00$83.0$10.2$4.04$6.14
2016Detailed filing. Detailed filing data is available for this year.$75.2$0.02$75.1$4.50$4.58$0.08
2015Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$7.49$3.04$4.45
2014Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$16.2$2.86$13.3