Civic Intelligence

Southeast Missouri University Foundation

EIN 43-1291797 • 501(c)3 • Cape Girardeau, MO

Profile

Assist southeast missouri state university in its educational mission.

One University PlazaCape Girardeau, MO 63701

semo.edu/ABOUT/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.27x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$166,698,592

Up $9,984,699 (+6.4%) from 2024

Liabilities

Up

$4,692,374

Up $75,979 (+1.6%) from 2024

Net Assets

Up

$162,006,218

Up $9,908,720 (+6.5%) from 2024

Revenue

Down

$12,891,011

Down $3,927,853 (-23%) from 2024

Expenses

Down

$9,751,410

Down $814,834 (-7.7%) from 2024

Net Income

Down

$3,139,601

Down $3,113,019 (-50%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2010: $60,302,949Liabilities 2010: $7,940,481Net Assets 2010: $52,362,4682010Assets 2011: $70,620,725Liabilities 2011: $7,669,989Net Assets 2011: $62,950,7362011Assets 2012: $69,311,373Liabilities 2012: $7,986,434Net Assets 2012: $61,324,9392012Assets 2013: $80,284,886Liabilities 2013: $8,424,078Net Assets 2013: $71,860,8082013Assets 2014: $94,920,418Liabilities 2014: $8,655,931Net Assets 2014: $86,264,4872014Assets 2015: $99,490,654Liabilities 2015: $8,782,217Net Assets 2015: $90,708,4372015Assets 2016: $97,505,063Liabilities 2016: $8,450,344Net Assets 2016: $89,054,7192016Assets 2017: $109,461,857Liabilities 2017: $8,778,508Net Assets 2017: $100,683,3492017Assets 2018: $114,533,900Liabilities 2018: $8,383,593Net Assets 2018: $106,150,3072018Assets 2019: $120,393,650Liabilities 2019: $8,306,383Net Assets 2019: $112,087,2672019Assets 2020: $120,354,976Liabilities 2020: $8,083,879Net Assets 2020: $112,271,0972020Assets 2021: $149,847,955Liabilities 2021: $7,317,176Net Assets 2021: $142,530,7792021Assets 2022: $133,455,588Liabilities 2022: $4,604,006Net Assets 2022: $128,851,5822022Assets 2023: $143,115,150Liabilities 2023: $5,146,505Net Assets 2023: $137,968,6452023Assets 2024: $156,713,893Liabilities 2024: $4,616,395Net Assets 2024: $152,097,4982024Assets 2025: $166,698,592Liabilities 2025: $4,692,374Net Assets 2025: $162,006,2182025

Highlighted filing

2025

Assets$166,698,592
Liabilities$4,692,374
Net Assets$162,006,218

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $5,273,4352010Expenses 2011: $4,520,3602011Revenue 2012: $6,011,921Expenses 2012: $4,865,934Net Income 2012: $1,145,9872012Expenses 2013: $5,060,2042013Revenue 2014: $12,945,515Expenses 2014: $5,594,264Net Income 2014: $7,351,2512014Revenue 2015: $15,634,939Expenses 2015: $7,756,076Net Income 2015: $7,878,8632015Revenue 2016: $9,920,308Expenses 2016: $6,131,520Net Income 2016: $3,788,7882016Revenue 2017: $10,596,748Expenses 2017: $6,389,791Net Income 2017: $4,206,9572017Revenue 2018: $17,914,254Expenses 2018: $5,505,396Net Income 2018: $12,408,8582018Revenue 2019: $7,971,030Expenses 2019: $5,396,838Net Income 2019: $2,574,1922019Revenue 2020: $8,024,958Expenses 2020: $6,050,402Net Income 2020: $1,974,5562020Revenue 2021: $13,172,910Expenses 2021: $5,757,985Net Income 2021: $7,414,9252021Revenue 2022: $19,679,164Expenses 2022: $6,382,137Net Income 2022: $13,297,0272022Revenue 2023: $10,895,460Expenses 2023: $8,108,514Net Income 2023: $2,786,9462023Revenue 2024: $16,818,864Expenses 2024: $10,566,244Net Income 2024: $6,252,6202024Revenue 2025: $12,891,011Expenses 2025: $9,751,410Net Income 2025: $3,139,6012025

Highlighted filing

2025

Revenue$12,891,011
Expenses$9,751,410
Net Income$3,139,601

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$167$4.69$162$12.9$9.75$3.14
2024Detailed filing. Detailed filing data is available for this year.$157$4.62$152$16.8$10.6$6.25
2023Detailed filing. Detailed filing data is available for this year.$143$5.15$138$10.9$8.11$2.79
2022Detailed filing. Detailed filing data is available for this year.$133$4.60$129$19.7$6.38$13.3
2021Detailed filing. Detailed filing data is available for this year.$150$7.32$143$13.2$5.76$7.41
2020Detailed filing. Detailed filing data is available for this year.$120$8.08$112$8.02$6.05$1.97
2019Detailed filing. Detailed filing data is available for this year.$120$8.31$112$7.97$5.40$2.57
2018Detailed filing. Detailed filing data is available for this year.$115$8.38$106$17.9$5.51$12.4
2017Detailed filing. Detailed filing data is available for this year.$109$8.78$101$10.6$6.39$4.21
2016Detailed filing. Detailed filing data is available for this year.$97.5$8.45$89.1$9.92$6.13$3.79
2015Detailed filing. Detailed filing data is available for this year.$99.5$8.78$90.7$15.6$7.76$7.88
2014Detailed filing. Detailed filing data is available for this year.$94.9$8.66$86.3$12.9$5.59$7.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.3$8.42$71.9$5.06
2012Summary only. Only limited summary data is available for this year.$69.3$7.99$61.3$6.01$4.87$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.6$7.67$63.0$4.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$7.94$52.4$5.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.5
Gross Receipts
$56,057,575
Mission and Program Overview

Mission

Assist southeast missouri state university in its educational mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$140,833,589$146,298,568▲ $5,464,979
Land, Buildings, and Equipment, Net$9,839,397$9,506,883▼ $332,514
Savings and Temporary Cash Investments$2,888,166$8,000,671▲ $5,112,505
Pledges and Grants Receivable$583,767$591,579▲ $7,812
Other Notes and Loans Receivable, Net$343,577$0▼ $343,577
Prepaid Expenses and Deferred Charges$0$62,650▲ $62,650
Total Assets$156,713,893$166,698,592▲ $9,984,699
Other Assets Total$2,225,397$2,238,241▲ $12,844
Liabilities
Escrow Account Liability$2,328,470$2,550,182▲ $221,712
Other Liabilities$2,248,535$2,072,995▼ $175,540
Accounts Payable and Accrued Expenses$39,390$69,197▲ $29,807
Total Liabilities$4,616,395$4,692,374▲ $75,979
Net Assets / Fund Balance
Net Assets With Donor Restrictions$132,894,455$136,526,837▲ $3,632,382
Net Assets Without Donor Restrictions$19,203,043$25,479,381▲ $6,276,338
Total Net Assets Fund Balance$152,097,498$162,006,218▲ $9,908,720
Total Liabilities and Net Assets / Fund Balance$156,713,893$166,698,592▲ $9,984,699

Asset Categories

AssetBook ValueDepreciationBasis
Land$7,498,885-$7,498,885
Buildings$1,992,187$4,723,765$6,715,952
Equipment$15,811$143,455$159,266

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$120,375,603$2,936,068▲ $9,688,397$4,943,530$124,015,148
2023$105,327,222$8,268,344▲ $9,233,784-$120,375,603
2022$97,456,608$2,700,691▲ $8,895,307$368,853$105,327,222
2021$113,812,229$5,703,692▼ $19,166,186-$97,456,608
2020$84,159,077$5,659,439▲ $26,535,751-$113,812,229
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Diana HarleyTreasurer/interim VP Finance-$148,759$148,759
Melissa a OdegardFaculty Representative (thru 6/2025)-$145,795$145,795
Dr Felipe BritoFaculty Representative (eff. 6/2025)-$76,675$76,675
Jennifer N SmithSecretaryFT$59,610$59,610

Board Members and Trustees

NameTitle
Ross McferronChairman
Maureen Clancy-mayChairman (thru 12/2024)
Dr Carlos Vargas-aburtoUniversity President
Eric L LevinVice Chairman
Beth L OrwickDirector
Clint KarnesDirector
Cynthia SchulteDirector
Cynthia SilveyDirector
Dane HuxelDirector
Dawn DauerDirector
Debra ReidDirector
Dr Chris WrightDirector
Dr Janet RuoppDirector
Dr John M FreezeDirector
Dr Linda BurnsDirector
Dr Maude M HarrisDirector
Dr Pernell WitherspoonDirector
Dr Ronald W WagnerDirector
Dr Timothy WencewiczDirector
J David BlakemoreDirector
Jason LegrandDirector
Jay B KnudtsonDirector
Joan LangeDirector
Jon RustDirector
Julie VinsonDirector
KEVIN O'TOOLEDirector
Keith DickensDirector
Kevin MontgomeryDirector
Marsha HaskellDirector
Nadeem ZafarDirector
Richard HartmannDirector
Ronald IsomDirector
Scott D GilesDirector
Thomas HendrickDirector
Zaki M AliDirector
Christy KaufmanDirector (eff. 3/2025)
Dr Jill YoungDirector (eff. 3/2025)
Edward P GargasDirector (eff. 3/2025)
John W UelekeDirector (eff. 3/2025)
Roberta L BroekerDirector (eff. 3/2025)
Brian KellyDirector (thru 1/2025)
Adam KiddDirector (thru 3/2025)
C Michael DambachDirector (thru 3/2025)
James W Riley JrDirector (thru 3/2025)
Josh FonsecaDirector (thru 3/2025)
Francis GouldDirector - Ex-officio
James LimbaughDirector - Ex-officio (eff. 12/2024)
Layne CollierDirector - Ex-officio (eff. 3/2025)
Reese MullinsDirector - Ex-officio (eff. 3/2025)
Tina KlockeDirector - Ex-officio (thru 12/2024)
Wendell C SnodgrassExecutive Director
Dr Douglas S KochInterim Provost
Revenue and Support

Revenue Composition

Contributions and Grants
$4,168,892
Program Service Revenue
$155,515
Investment Income
$7,992,988
Other Revenue
$573,616
All Other Contributions
$4,061,307
Change in Net Assets
$3,139,601

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$171,176Market Value
Real Estate Commercial1$121,705Fair Market Value
Other Non Cash Contri Table1$16,418Fair Market Value
Food Inventory3$10,477Fair Market Value
Clothing and Household Goods-$2,868Fair Market Value
Other Non Cash Contri Table2$2,850Fair Market Value
Other Non Cash Contri Table1$400Fair Market Value
Collectibles2$260Fair Market Value
Total Noncash Contributions19$326,154-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,259,943
Revenue Not Reported on Financial Statements
$631,068
Revenue Not Reported on Form 990
$6,860,101
Other Revenue Adjustments
$-42,500
Total Revenue per Audited Statements
$19,120,044
Total Revenue per Form 990
$12,891,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,368,278
Other Expenses$3,383,132
Total Fundraising Expense$88,692
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,368,278--$6,368,278
Fees for Services Other$142,571$1,154,357$3,021$1,299,949
Fees for Service Investment Mgmnt Fees-$673,568-$673,568
Office Expenses$366,177$68,414$47,659$482,250
Depreciation Depletion$176,835--$176,835
Travel$91,849$17,657$9,624$119,130
Fees for Services Accounting-$43,500-$43,500
Occupancy$37,550$250$750$38,550
Conferences and Meetings$17,351$10,347$3,150$30,848
Other Expenses$17,525$2,310$8,556$28,391
Insurance$4,466$22,282-$26,748
Fees for Services Legal-$1,988-$1,988
Total Functional Expenses$7,562,903$2,099,815$88,692$9,751,410

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,751,410
Total Expenses per Audited Statements$9,211,324
Expenses per Audited Statements$9,077,842
Expenses Not Reported on Financial Statements$673,568
Expenses Not Reported on Form 990$133,482
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southeast Missouri State UniversityCape Girardeau, MOIrc 115 - GovernmentScholarships and Student Assistance$6,212,599
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,119
Fundraising Direct Expenses$42,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$58,099$32,559$3,864$28,695
Power of Women$41,645$5,835$6,687$-852
Total Events$170,704$63,119$42,500$20,619
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$1,013,450
Annuities Payable$993,654
Funds Held for Others$65,891
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Dr. Carlos vargas-aburto, dr. Doug koch, jennifer smith, diana harley, melissa odegard, dr. Felipe brito and wendell snodgrass currently share a business relationship through their employment by the university.

Form 990, Part VI, Section B, Line 11B

The foundation's form 990 is prepared by an independent accounting firm. The return is reviewed by management, and the finance and audit committee. The return is made available to the board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

All board members are required to complete an annual conflict of interest statement, which is reviewed and considered by the executive director. The executive director then determines the appropriate course of action if and when a conflict of interest arises.

Form 990, Part VI, Section B, Line 15

Individuals providing management services to the foundation are employees of southeast missouri state university. Accordingly the university's policies and procedures are used in determining the compensation of the foundation's officers and key employees.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Southeast Missouri University Foundation
EIN
43-1291797
Phone
5736512175
Address
ONE UNIVERSITY PLAZA, CAPE GIRARDEAU, MO 63701

Signing Officer

Name
Diana Harley
Title
Treasurer
Phone
5736512175
Signed
2026-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendell Snodgrass
Formed
1983
Legal Domicile
Mo
Voting Board Members
39
Independent Board Members
38
Employees
0
Volunteers
90

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Personnel costs: program service expenses 0. Management and general expenses 1,130,067. Fundraising expenses 0. Total expenses 1,130,067. Other professional fees: program service expenses 142,571. Management and general expenses 24,290. Fundraising expenses 3,021. Total expenses 169,882.

FORM 990, PART XI, LINE 9:

Change in value of annuity liability -112,280.

FORM 990, PART XII, LINE 2:

There were no changes in the oversight or selection processes during the fiscal year.

Financial Statement Notes

PART IV, LINE 2B:

The foundation manages the university's true endowment funds and quasi endowment funds.

PART V, LINE 4:

The endowment fund is a permanent fund that is invested to provide a dependable source of income to fund scholarships and other purposes as designated.

PART X, LINE 2:

The foundation is exempt from income taxes under section 501 of the internal revenue code and a similar provision of state law. However, the foundation is subject to federal income tax on any unrelated business taxable income. The foundations tax returns for tax years 2022 and later remain subject to examinations by taxing authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of annuity liability -112,280.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising event expenses -42,500.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expenses 42,500.

Raw XML AppendixShowing 400 of 1,047 raw XML fields

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