Civic Intelligence

Augusta University Foundation Inc.

990T • Fiscal year 2022 • EIN 58-6038134

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileWWW.AUGUSTA.EDU/GIVING/FOUNDATIONS
1120 15th Street Suite Ad-1104Augusta, GA 30912

(706) 721-6955

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2025

Assets$125,366,080
Liabilities$23,767,680
Net Assets$101,598,400
Open 2025 Filing

Operations Trend

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

Latest loaded filing

2025

Revenue$16,195,107
Expenses$16,822,711
Net Income-$627,604
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.3
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.

Filing and Contact Details

Filer

Filer Name
Augusta University Foundation Inc
EIN
58-6038134
Phone
7067216955
Address
1120 15TH STREET SUITE AD-1104, AUGUSTA, GA 30912

Signing Officer

Name
Stephen R Wertz
Title
Vice Pres Foundations & CEO
Phone
7067216955
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Serotta Maddocks Evans Cpas
Address
2743 PERIMETER PARKWAY BLDG 100 STE, 200, AUGUSTA, GA 30909
Preparer
Michelle Bennett
Phone
7067225337
Raw XML Appendix88 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.

Path#Value
IRS990T/BalanceDueAmt01626
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum07067216955
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01120 15TH STREET SUITE AD-1104
IRS990T/BooksInCareOfDetail/USAddress/CityNm0AUGUSTA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd030912
IRS990T/BookValueAssetsEOYAmt077306774
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/GrossProfitAmt08745
IRS990TScheduleA/GrossReceiptsOrSalesAmt08745
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt08745
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0517000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt08745
IRS990TScheduleA/TotUnrltTrdBusIncmAmt08745
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ASU - CELL TOWER, STUDENT HOUSING
IRS990TScheduleA/UBIBeforeNOLDedAmt08745
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08745
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IRS990T/TaxableCorporationAmt01626
IRS990T/TaxLessCreditsAmt01626
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01626
IRS990T/TotalTaxComputationAmt01626
IRS990T/TotalUBTIAmt07745
IRS990T/TotalUBTIBeforeNOLSpecificAmt08745
IRS990T/TotalUBTIBeforeSection199AAmt08745
IRS990T/TotalUBTIComputedAmt08745
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R WERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES FOUNDATIONS & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07067216955
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUGUSTA UNIVERSITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0586038134
ReturnHeader/Filer/PhoneNum07067216955
ReturnHeader/Filer/USAddress/AddressLine1Txt01120 15TH STREET SUITE AD-1104
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581107697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEROTTA MADDOCKS EVANS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02743 PERIMETER PARKWAY BLDG 100 STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030909
ReturnHeader/PreparerPersonGrp/PhoneNum07067225337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BENNETT
ReturnHeader/ReturnTs02023-05-15T12:53:50-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERTZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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