Civic Intelligence

Augusta University Foundation Inc.

990 • Fiscal year 2018 • EIN 58-6038134

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 11, 2019

Organization ProfileWWW.AUGUSTA.EDU/GIVING/FOUNDATIONS
1120 15th Street No Fi1000Augusta, GA 30912

(706) 721-4001

Siviq Scores

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

Liabilities / Assets

68th percentile

0.48x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

4.90x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$833,007

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

36th percentile

-0.0%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.8%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$72,500,961

Down $12,857 (-0.0%) from 2017

Net Assets

Up

$37,908,340

Up $2,093,684 (+5.8%) from 2017

Liabilities

Down

$34,592,621

Down $2,106,541 (-5.7%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin81st percentile

Revenue

Up

$7,052,970

Up $447,730 (+6.8%) from 2017

Expenses

Up

$5,143,702

Up $213,889 (+4.3%) from 2017

Net Income

Up

$1,909,268

Up $233,841 (+14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2011: $82,618,123Liabilities 2011: $53,594,783Net Assets 2011: $29,023,3402011Assets 2012: $79,928,226Liabilities 2012: $51,446,384Net Assets 2012: $28,481,8422012Assets 2013: $75,932,678Liabilities 2013: $46,678,178Net Assets 2013: $29,254,5002013Assets 2014: $77,914,756Liabilities 2014: $44,691,202Net Assets 2014: $33,223,5542014Assets 2015: $73,829,820Liabilities 2015: $40,717,073Net Assets 2015: $33,112,7472015Assets 2016: $71,180,176Liabilities 2016: $38,502,836Net Assets 2016: $32,677,3402016Assets 2017: $72,513,818Liabilities 2017: $36,699,162Net Assets 2017: $35,814,6562017Assets 2018: $72,500,961Liabilities 2018: $34,592,621Net Assets 2018: $37,908,3402018Assets 2019: $72,164,552Liabilities 2019: $32,274,506Net Assets 2019: $39,890,0462019Assets 2020: $72,304,367Liabilities 2020: $30,042,361Net Assets 2020: $42,262,0062020Assets 2021: $77,382,154Liabilities 2021: $28,102,737Net Assets 2021: $49,279,4172021Assets 2022: $77,306,774Liabilities 2022: $26,174,749Net Assets 2022: $51,132,0252022Assets 2023: $106,003,301Liabilities 2023: $25,940,163Net Assets 2023: $80,063,1382023Assets 2024: $120,060,266Liabilities 2024: $23,929,273Net Assets 2024: $96,130,9932024Assets 2025: $125,366,080Liabilities 2025: $23,767,680Net Assets 2025: $101,598,4002025

Highlighted filing

2018

Assets$72,500,961
Liabilities$34,592,621
Net Assets$37,908,340
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $5,055,192Expenses 2011: $4,058,857Net Income 2011: $996,3352011Expenses 2012: $3,834,5392012Expenses 2013: $3,190,7702013Revenue 2014: $4,555,533Expenses 2014: $3,017,639Net Income 2014: $1,537,8942014Revenue 2015: $5,443,313Expenses 2015: $4,719,723Net Income 2015: $723,5902015Revenue 2016: $5,512,632Expenses 2016: $5,098,475Net Income 2016: $414,1572016Revenue 2017: $6,605,240Expenses 2017: $4,929,813Net Income 2017: $1,675,4272017Revenue 2018: $7,052,970Expenses 2018: $5,143,702Net Income 2018: $1,909,2682018Revenue 2019: $8,765,230Expenses 2019: $4,615,025Net Income 2019: $4,150,2052019Revenue 2020: $13,037,221Expenses 2020: $4,755,370Net Income 2020: $8,281,8512020Revenue 2021: $9,045,973Expenses 2021: $8,582,234Net Income 2021: $463,7392021Revenue 2022: $13,924,556Expenses 2022: $4,362,839Net Income 2022: $9,561,7172022Revenue 2023: $41,048,641Expenses 2023: $14,011,754Net Income 2023: $27,036,8872023Revenue 2024: $24,337,724Expenses 2024: $14,048,156Net Income 2024: $10,289,5682024Revenue 2025: $16,195,107Expenses 2025: $16,822,711Net Income 2025: -$627,6042025

Highlighted filing

2018

Revenue$7,052,970
Expenses$5,143,702
Net Income$1,909,268
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.3
Gross Receipts
$16,308,999
Mission and Program Overview

Mission

To raise private support from individuals, corporations, foundations, and others to further the interests of augusta university. Other purposes of the foundation are to establish and maintain endowments and provide the administration for handling all private support.

Establishing and administering endowment funds for the benefit of augusta university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$35,648,255$33,631,327▼ $2,016,928
Investments in Publicly Traded Securities$16,639,867$17,287,968▲ $648,101
Investments Other Securities$12,289,901$12,828,050▲ $538,149
Savings and Temporary Cash Investments$5,229,247$6,853,208▲ $1,623,961
Land, Buildings, and Equipment, Net$897,307$0▼ $897,307
Accounts Receivable$257,647$496,480▲ $238,833
Pledges and Grants Receivable$436,181$323,042▼ $113,139
Prepaid Expenses and Deferred Charges$885$0▼ $885
Total Assets$72,513,818$72,500,961▼ $12,857
Other Assets Total$1,114,528$1,080,886▼ $33,642
Liabilities
Tax Exempt Bond Liabilities$25,953,915$24,932,546▼ $1,021,369
Other Liabilities$9,501,710$8,536,176▼ $965,534
Accounts Payable and Accrued Expenses$785,092$1,074,338▲ $289,246
Mortgage Notes Payable Secured by Investment Property$376,000$0▼ $376,000
Deferred Revenue$82,445$49,561▼ $32,884
Total Liabilities$36,699,162$34,592,621▼ $2,106,541
Net Assets / Fund Balance
Permanently Rstr Net Assets$18,885,674$19,392,067▲ $506,393
Temporarily Rstr Net Assets$14,082,345$15,515,865▲ $1,433,520
Unrestricted Net Assets$2,846,637$3,000,408▲ $153,771
Total Net Assets Fund Balance$35,814,656$37,908,340▲ $2,093,684
Total Liabilities and Net Assets / Fund Balance$72,513,818$72,500,961▼ $12,857

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,482,318--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$25,816,191$531,230▲ $1,608,937-$27,043,781
2016$23,134,100$746,402▲ $2,776,902-$25,816,191
2015$25,328,443$271,402▼ $390,715-$23,134,100
2014$25,409,153$422,845▲ $108,333-$25,328,443
2013$22,134,461$189,991▲ $3,596,477-$25,409,153
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Rhonda SwordBoard Member-$115,444$115,444
Stephen LambCheif Financial OfficerPT$98,952$98,952

Board Members and Trustees

NameTitle
Stacy a TallentChair
William R TooleImmediate Past Chair
Brooks KeelPresident
Barbara W SimsVice Chair
Alvin HarrisBoard Member
Anita WyldsBoard Member
BILL D'ANTIGNACBoard Member
Bernard SilversteinBoard Member
Catherine BoardmanBoard Member
Christian StrackeBoard Member
Debbie LaymanBoard Member
Dennis SodomkaBoard Member
Elaine Clark SmithBoard Member
George C PursleyBoard Member
Gerald W ShumpertBoard Member
Gerald WoodsBoard Member
Gretchen CaughmanBoard Member
J Carlisle OverstreetBoard Member
Jean DuncanBoard Member
Jim W JathoBoard Member
John C BellBoard Member
Sandra L CarrawayBoard Member
Stephen KendrickBoard Member
Susan HunnicuttBoard Member
Tony WagnerBoard Member
Victor MillsBoard Member
William KuhlkeBoard Member
Russell KeenEvp External Relations
Pam DoumarSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,259,220
Program Service Revenue
$0
Investment Income
$2,406,619
Other Revenue
$387,131
All Other Contributions
$4,259,220
Change in Net Assets
$1,909,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,940,449
Grants and Similar Amounts Paid$1,203,253
Total Fundraising Expense$44,236
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,203,253--$1,203,253
Fees for Service Investment Mgmnt Fees$273,038--$273,038
Other Expenses$658,364-$44,236$44,236
Total Functional Expenses$5,099,466$0$44,236$5,143,702
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Augusta UniversityAugusta, GA-Academic Support$1,203,253
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
Unearned Interest Revenue$8,536,176

Bond Issues

BondIssuerIssuedIssue PricePurpose
CDevelopment Authority of Richmond County2012-11-28$19,151,254Refunding revenue bonds series 2012
ADevelopment Authority of Richmond County2004-08-19$19,113,025Educational facilities - student housing
BDevelopment Authority of Richmond County2005-02-03$10,997,518Educational facilities - student center
DDevelopment Authority of Richmond County2014-10-30$10,365,097Refunding revenue bonds series 2014

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,151,254-$2,550,806$315,845
B$10,365,097-$2,032,999$217,448
C----
D----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board member's son is a broker on jaguar facilities development, llc.”

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

“A copy of the form 990 was submitted to augusta university foundation's governing body before filing with the irs.”

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

“Management and the executive committee of the board of trustees actively monitor compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Augusta university foundation, inc. Provides all governing documents, financial statements and form 990 available upon request.”

Filing and Contact Details

Filer

Filer Name
Augusta University Foundation Inc
EIN
58-6038134
Phone
7067214001
Address
1120 15TH STREET NO FI1000, AUGUSTA, GA 30912

Signing Officer

Name
Stephen R Lamb
Title
Chief Financial Officer
Phone
7067217821
Signed
2019-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen R Lamb
Formed
1967
Legal Domicile
Ga
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
26

Preparer

Firm
Serotta Maddocks Evans Cpas
Address
2743 PERIMETER PARKWAY BLDG 100 STE, 200, AUGUSTA, GA 30909
Preparer
Michelle Bennett
Phone
7067225337
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The executive committee of the board of trustees oversees the audit process.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. It has been classified as an organization that is not a private foundation under section 509(a)(1) of the internal revenue code and qualifies for the 50% charitable contribution deduction for individual donors. Therefore, no provision for income taxes has been made in the accompanying financial statements. The foundation files a consolidated informational return with the three limited liability companies: asu jaguar student housing i, llc, asu jaguar student center, llc, and asu student life, llc, in which the foundation is the single member.”

Raw XML AppendixShowing 400 of 889 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm20CHRISTIAN STRACKE
IRS990/Form990PartVIISectionAGrp/PersonNm21TONY WAGNER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24EVP EXTERNAL RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30CHEIF FINANCIAL OFFICER
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IRS990/IndoorTanningServicesInd00
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IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,500,961
Liabilities
$34,592,621
Net assets
$37,908,340
Revenue
$7,052,970
Expenses
$5,143,702
Net income
$1,909,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$125$23.8$102$16.2$16.8$0.63
2024Detailed filing. Detailed filing data is available for this year.$120$23.9$96.1$24.3$14.0$10.3
2023Detailed filing. Detailed filing data is available for this year.$106$25.9$80.1$41.0$14.0$27.0
2022Detailed filing. Detailed filing data is available for this year.$77.3$26.2$51.1$13.9$4.36$9.56
2021Detailed filing. Detailed filing data is available for this year.$77.4$28.1$49.3$9.05$8.58$0.46
2020Detailed filing. Detailed filing data is available for this year.$72.3$30.0$42.3$13.0$4.76$8.28
2019Detailed filing. Detailed filing data is available for this year.$72.2$32.3$39.9$8.77$4.62$4.15
2018Detailed filing. Detailed filing data is available for this year.$72.5$34.6$37.9$7.05$5.14$1.91
2017Detailed filing. Detailed filing data is available for this year.$72.5$36.7$35.8$6.61$4.93$1.68
2016Summary only. Only limited summary data is available for this year.$71.2$38.5$32.7$5.51$5.10$0.41
2015Detailed filing. Detailed filing data is available for this year.$73.8$40.7$33.1$5.44$4.72$0.72
2014Detailed filing. Detailed filing data is available for this year.$77.9$44.7$33.2$4.56$3.02$1.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$46.7$29.3$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$51.4$28.5$3.83
2011Summary only. Only limited summary data is available for this year.$82.6$53.6$29.0$5.06$4.06$1.00