Civic Intelligence

University of New Orleans Foundation

EIN 72-1051326 • 501(c)3 • New Orleans, LA

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Profile

The University of New Orleans Foundation's mission is to promote the well-being and advancement of the University of New Orleans and all the colleges, schools, departments, and divisions comprising it, and to develop, expand, and improve the University's curricula, programs, and facilities so as to provide greater educational advantages and opportunities, and increase the University's benefits to the citizens of the State of Louisiana and the United States of America.

2021 Lakeshore Drive 420New Orleans, LA 70122

www.unofoundation.org

Siviq Scores

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

Liabilities / Assets

46th percentile

0.23x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

1.88x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

23rd percentile

$292,222

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

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

Asset Growth

44th percentile

4.5%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$129,880,290

Up $5,641,842 (+4.5%) from 2023

Liabilities

Up

$29,717,716

Up $1,101,507 (+3.8%) from 2023

Net Assets

Up

$100,162,574

Up $4,540,335 (+4.7%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin81st percentile

Revenue

Up

$15,832,209

Up $2,057,313 (+15%) from 2023

Expenses

Down

$11,550,648

Down $955,624 (-7.6%) from 2023

Net Income

Up

$4,281,561

Up $3,012,937 (+237%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150M$100M$50M$0Assets 2011: $83,926,408Liabilities 2011: $22,360,709Net Assets 2011: $61,565,6992011Assets 2012: $87,557,513Liabilities 2012: $22,697,557Net Assets 2012: $64,859,9562012Assets 2013: $98,211,094Liabilities 2013: $27,444,431Net Assets 2013: $70,766,6632013Assets 2014: $90,377,271Liabilities 2014: $23,497,406Net Assets 2014: $66,879,8652014Assets 2015: $84,723,196Liabilities 2015: $21,966,161Net Assets 2015: $62,757,0352015Assets 2016: $88,265,473Liabilities 2016: $22,750,503Net Assets 2016: $65,514,9702016Assets 2017: $96,859,294Liabilities 2017: $23,641,438Net Assets 2017: $73,217,8562017Assets 2018: $88,658,763Liabilities 2018: $21,136,168Net Assets 2018: $67,522,5952018Assets 2019: $102,019,022Liabilities 2019: $24,014,797Net Assets 2019: $78,004,2252019Assets 2020: $112,957,654Liabilities 2020: $25,815,372Net Assets 2020: $87,142,2822020Assets 2021: $129,213,862Liabilities 2021: $28,839,501Net Assets 2021: $100,374,3612021Assets 2022: $113,324,315Liabilities 2022: $25,781,439Net Assets 2022: $87,542,8762022Assets 2023: $124,238,448Liabilities 2023: $28,616,209Net Assets 2023: $95,622,2392023Assets 2024: $129,880,290Liabilities 2024: $29,717,716Net Assets 2024: $100,162,5742024

Highlighted filing

2024

Assets$129,880,290
Liabilities$29,717,716
Net Assets$100,162,574
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $8,905,237Expenses 2011: $7,301,374Net Income 2011: $1,603,8632011Revenue 2012: $13,485,512Expenses 2012: $8,532,903Net Income 2012: $4,952,6092012Revenue 2013: $18,758,618Expenses 2013: $15,198,383Net Income 2013: $3,560,2352013Revenue 2014: $14,110,716Expenses 2014: $10,307,865Net Income 2014: $3,802,8512014Revenue 2015: $7,827,451Expenses 2015: $10,072,509Net Income 2015: -$2,245,0582015Revenue 2016: $8,887,041Expenses 2016: $8,559,273Net Income 2016: $327,7682016Revenue 2017: $11,364,366Expenses 2017: $8,652,002Net Income 2017: $2,712,3642017Revenue 2018: $11,589,594Expenses 2018: $9,781,473Net Income 2018: $1,808,1212018Revenue 2019: $13,680,036Expenses 2019: $10,816,643Net Income 2019: $2,863,3932019Revenue 2020: $14,181,198Expenses 2020: $8,553,917Net Income 2020: $5,627,2812020Revenue 2021: $21,783,517Expenses 2021: $10,840,533Net Income 2021: $10,942,9842021Revenue 2022: $9,163,794Expenses 2022: $10,694,702Net Income 2022: -$1,530,9082022Revenue 2023: $13,774,896Expenses 2023: $12,506,272Net Income 2023: $1,268,6242023Revenue 2024: $15,832,209Expenses 2024: $11,550,648Net Income 2024: $4,281,5612024

Highlighted filing

2024

Revenue$15,832,209
Expenses$11,550,648
Net Income$4,281,561
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$129,880,290
Liabilities
$29,717,716
Net assets
$100,162,574
Revenue
$15,832,209
Expenses
$11,550,648
Net income
$4,281,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$29.7$100$15.8$11.6$4.28
2023Detailed filing. Detailed filing data is available for this year.$124$28.6$95.6$13.8$12.5$1.27
2022Detailed filing. Detailed filing data is available for this year.$113$25.8$87.5$9.16$10.7$1.53
2021Detailed filing. Detailed filing data is available for this year.$129$28.8$100$21.8$10.8$10.9
2020Detailed filing. Detailed filing data is available for this year.$113$25.8$87.1$14.2$8.55$5.63
2019Summary only. Only limited summary data is available for this year.$102$24.0$78.0$13.7$10.8$2.86
2018Summary only. Only limited summary data is available for this year.$88.7$21.1$67.5$11.6$9.78$1.81
2017Summary only. Only limited summary data is available for this year.$96.9$23.6$73.2$11.4$8.65$2.71
2016Summary only. Only limited summary data is available for this year.$88.3$22.8$65.5$8.89$8.56$0.33
2015Summary only. Only limited summary data is available for this year.$84.7$22.0$62.8$7.83$10.1$2.25
2014Summary only. Only limited summary data is available for this year.$90.4$23.5$66.9$14.1$10.3$3.80
2013Summary only. Only limited summary data is available for this year.$98.2$27.4$70.8$18.8$15.2$3.56
2012Summary only. Only limited summary data is available for this year.$87.6$22.7$64.9$13.5$8.53$4.95
2011Summary only. Only limited summary data is available for this year.$83.9$22.4$61.6$8.91$7.30$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 9, 2025
Return Version
2024v5.2
Gross Receipts
$15,832,209
Mission and Program Overview

Mission

The University of New Orleans Foundation's mission is to promote the well-being and advancement of the University of New Orleans and all the colleges, schools, departments, and divisions comprising it, and to develop, expand, and improve the University's curricula, programs, and facilities so as to provide greater educational advantages and opportunities, and increase the University's benefits to the citizens of the State of Louisiana and the United States of America.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$105,472,935$112,316,835▲ $6,843,900
Pledges and Grants Receivable$9,645,360$8,849,680▼ $795,680
Land, Buildings, and Equipment, Net$7,350,045$6,438,669▼ $911,376
Savings and Temporary Cash Investments$1,185,276$1,655,757▲ $470,481
Accounts Receivable$237,163$240,386▲ $3,223
Prepaid Expenses and Deferred Charges$119,452$152,838▲ $33,386
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$124,238,448$129,880,290▲ $5,641,842
Other Assets Total$228,217$226,125▼ $2,092
Liabilities
Other Liabilities$28,171,275$29,463,106▲ $1,291,831
Accounts Payable and Accrued Expenses$444,934$254,610▼ $190,324
Total Liabilities$28,616,209$29,717,716▲ $1,101,507
Net Assets / Fund Balance
Net Assets With Donor Restrictions$85,713,266$90,952,348▲ $5,239,082
Net Assets Without Donor Restrictions$9,908,973$9,210,226▼ $698,747
Total Net Assets Fund Balance$95,622,239$100,162,574▲ $4,540,335
Total Liabilities and Net Assets / Fund Balance$124,238,448$129,880,290▲ $5,641,842

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,276,288$5,526,096$9,802,384
Land$1,761,540-$1,761,540
Other Land Buildings$400,841$387,754$788,595

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$94,300,947$1,690,177▲ $8,117,389$2,355,078$99,934,479
2023$85,339,846$1,729,611▲ $11,121,476$2,280,889$94,300,947
2022$97,896,294$3,437,997▼ $12,377,397$2,013,699$85,339,846
2021$84,768,837$4,152,570▲ $12,049,749$1,668,013$97,896,294
2020$79,282,542$1,097,646▲ $7,855,992$2,018,312$84,768,837
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
William P ChauvinBoard Chair
Anthony GregorioPresident & CEO
Jeffery M EhlingerBoard 1st Vice
Angie M GatesBoard 2nd Vice
Al HerreraBoard Member
Alan M GanucheauBoard Member
Allan B ColleyBoard Member
Annie JuttnerBoard Member
Brian RotoloBoard Member
Carla MajorBoard Member
Colin J HulinBoard Member
Darryl D'AquinBoard Member
David GalloBoard Member
Fred Rodriguez JrBoard Member
Henry L Coaxum JrBoard Member
John M RussellBoard Member
Joseph DempseyBoard Member
Kathy JohnsonBoard Member
Kevin ConradBoard Member
Kimberly Cook-NelsonBoard Member
Mamie Sterx GaspereczBoard Member
Melonie JohnsonBoard Member
Michael MiddletonBoard Member
Rebecca MackieBoard Member
Robert A SavoieBoard Member
Robert C PenickBoard Member
Sabrina FarmerBoard Member
Timothy J AdamsBoard Member
Todd M TournillonBoard Member
David M GlavianoBoard Secretary
Michael AcharyBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kissee & Company CPAs IncAccounting/Tax Services824 Elmwood Park Blvd Ste 107, Harahan, LA 70123$297,336
Taylor Porter Brooks & Phillips LLPLegal ServicesPO Box 2471, Baton Rouge, LA 70821$205,467
Northern TrustInvestment Management1720 Peachtree Street NW Ste 1062, Atlanta, GA 30309$159,894
Hobbs ConsultingFundraising Support2321 Annunciation St, New Orleans, LA 70130$130,953
Chartwells UNO CateringCatering2000 Lakeshore Drive, New Orleans, LA 70148$123,952
Revenue and Support

Revenue Composition

Contributions and Grants
$6,274,956
Program Service Revenue
$2,129,833
Investment Income
$6,978,697
Other Revenue
$448,723
All Other Contributions
$6,274,956
Change in Net Assets
$4,281,561

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
Other Non Cash Contri Table1$111,429Fair Market Value (FMV)
Securities Publicly Traded6$79,564Fair Market Value (FMV)
Food Inventory1$1,133Fair Market Value (FMV)
Total Noncash Contributions8$192,126-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,651,229
Revenue Not Reported on Financial Statements
$180,980
Revenue Not Reported on Form 990
$241,288
Total Revenue per Audited Statements
$15,892,517
Total Revenue per Form 990
$15,832,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,262,324
Grants and Similar Amounts Paid$4,273,093
Total Fundraising Expense$1,505,699
Professional Fundraising Fees$15,231
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,507,690--$3,507,690
Fees for Services Other$889,379$304,222$1,040,685$2,234,286
Fees for Services Accounting$1,016,462$345,126-$1,361,588
Office Expenses$762,803$22,027$180,308$965,138
Grants to Domestic Individuals$765,403--$765,403
Conferences and Meetings$670,774$95$59,035$729,904
Depreciation Depletion$370,727--$370,727
Occupancy$359,071--$359,071
Information Technology$98,776$56,009$137,508$292,293
Travel$193,188$611$20,738$214,537
Fees for Services Legal$124,423$82,523-$206,946
Fees for Services Management$206,618--$206,618
Fees for Service Investment Mgmnt Fees$157,069$23,911-$180,980
Advertising$65,296-$44,600$109,896
Fees for Services Professional Fundraising--$15,231$15,231
Other Expenses$5,260$17,486$7,594$12,854
Total Functional Expenses$9,192,939$852,010$1,505,699$11,550,648

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,550,648
Expenses per Audited Statements$11,352,182
Total Expenses per Audited Statements$11,352,182
Expenses Not Reported on Financial Statements$198,466
Other Expense Adjustments$17,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of New OrleansNew Orleans, LA-College Support$3,500,395
Uno Research & Technology FouNew Orleans, LA-Program Support$7,295
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,231
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Invested for University$27,877,672
Funds Due to University$1,119,766
Funds Held on Behalf of Univ Affiliates$465,668
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Form 990 is reviewed by the Foundation's President/CEO and a copy is provided to the Board Treasurer.”

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

“All Board members sign a policy statement annually. Additionally, the Foundation verifies ownership of entities prior to signing contracts.”

Form 990, Part VI, Section B, Line 15A

“Compensation is arranged based upon salary statistics of comparable organizations within the geographic region.”

Form 990, Part VI, Section B, Line 15B

“Compensation is arranged based upon salary statistics of comparable organizations within the geographic region.”

Form 990, Part VI, Section C, Line 19

“The Foundation's audited financial statements are available upon request.”

Form 990 Part VII - compensation of officers, directors, trustees, etc

“Several officers and directors are employees of the university of new orleans. The uno foundation has no employees.”

Filing and Contact Details

Filer

Filer Name
University of New Orleans Foundation
EIN
72-1051326
Phone
5042801100
Address
2021 Lakeshore Drive 420, New Orleans, LA 70122

Signing Officer

Name
Anthony Gregorio
Title
President & CEO
Signed
2025-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Gregorio
Formed
1984
Legal Domicile
La
Voting Board Members
31
Independent Board Members
27
Employees
0

Preparer

Firm
Kissee and Company Cpas
Address
824 ELMWOOD PARK BLVD STE 107, HARAHAN, LA 70123
Preparer
Andrew O Pitman CPA
Phone
5047334990
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“In accordance with ASC 958-360-25-3, the Foundation has chosen to not capitalize collections and works of art. Due to the Foundation's policy of not capitalizing art collections, the Foundation has not recorded an amount for the art in the consolidated financial statements.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The art collection is composed of individual pieces of Southern American Art including sculptures and paintings. These pieces are used to educate, both through the exhibition of its collection and through its educational programs, including programs for the public schools, to convey the narrative of the evolution and continuing development of the visual arts of the American South. The programs are directed toward the appreciation and development of the visual, graphic, and plastic arts, arts administration, and archiving in connection with the Ogden Museum of Southern Art.”

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds administered by the Foundation serve a myriad of purposes. The primary purpose is to support the professors' salary and research expenses. Endowments also provide funds to University departments to provide additional departmental support. Many endowments also provide scholarships to students to help offset higher education expenses at the University of New Orleans.”

Part X : FIN48 Footnote

“The foundation is exempt from income tax under internal revenue code section 501(c)3, though it is subject to tax on income unrelated to its purpose, unless that income is otherwise excluded by the code. The foundation has processes presently in place to ensure the maintenance of its tax exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Disregarded entity exp. netted in audit $17486”

Raw XML AppendixShowing 400 of 922 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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