Civic Intelligence

University of Louisiana at Monroe Foundation

EIN 72-6028527 • 501(c)3 • Monroe, LA

Profile

The university of louisiana at monroe foundation's purpose is to solicit, receive and administer private gifts for the benefit of the university of louisiana at monroe, its faculty and its students and to support the advancement of the university by acquiring immovable property for future acquisition by the university of louisiana at monroe.

Refreshing map…

700 University AvenueMonroe, LA 71209

www.ulm.edu/FOUNDATION/ABOUT.HTML

Siviq Scores

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

Liabilities / Assets

64th percentile

0.42x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

3.95x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-1.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$115,780,842

Up $24,143,322 (+26%) from 2023

Liabilities

Up

$49,091,165

Up $9,283,898 (+23%) from 2023

Net Assets

Up

$66,689,677

Up $14,859,424 (+29%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin93rd percentile

Revenue

Up

$12,415,260

Up $1,612,430 (+15%) from 2023

Expenses

Up

$5,640,903

Up $1,583,401 (+39%) from 2023

Net Income

Up

$6,774,357

Up $29,029 (+0.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$150M$100M$50M$0Assets 2011: $49,446,722Liabilities 2011: $24,108,309Net Assets 2011: $25,338,4132011Assets 2012: $48,978,897Liabilities 2012: $23,294,026Net Assets 2012: $25,684,8712012Assets 2013: $53,007,640Liabilities 2013: $24,918,226Net Assets 2013: $28,089,4142013Assets 2014: $58,793,142Liabilities 2014: $28,072,991Net Assets 2014: $30,720,1512014Assets 2015: $60,261,496Liabilities 2015: $27,599,380Net Assets 2015: $32,662,1162015Assets 2016: $59,218,199Liabilities 2016: $27,020,720Net Assets 2016: $32,197,4792016Assets 2017: $65,608,154Liabilities 2017: $29,060,085Net Assets 2017: $36,548,0692017Assets 2018: $69,102,147Liabilities 2018: $31,467,899Net Assets 2018: $37,634,2482018Assets 2019: $72,383,585Liabilities 2019: $33,731,645Net Assets 2019: $38,651,9402019Assets 2020: $73,315,099Liabilities 2020: $33,258,595Net Assets 2020: $40,056,5042020Assets 2021: $92,024,449Liabilities 2021: $41,660,673Net Assets 2021: $50,363,7762021Assets 2022: $81,619,747Liabilities 2022: $36,534,821Net Assets 2022: $45,084,9262022Assets 2023: $91,637,520Liabilities 2023: $39,807,267Net Assets 2023: $51,830,2532023Assets 2025: $115,780,842Liabilities 2025: $49,091,165Net Assets 2025: $66,689,6772025

Highlighted filing

2025

Assets$115,780,842
Liabilities$49,091,165
Net Assets$66,689,677
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2011: $2,400,2622011Revenue 2012: $3,752,734Expenses 2012: $2,564,020Net Income 2012: $1,188,7142012Expenses 2013: $2,505,6492013Revenue 2014: $4,923,450Expenses 2014: $2,666,333Net Income 2014: $2,257,1172014Revenue 2015: $6,320,606Expenses 2015: $3,982,011Net Income 2015: $2,338,5952015Revenue 2016: $3,210,985Expenses 2016: $3,706,836Net Income 2016: -$495,8512016Revenue 2017: $6,914,845Expenses 2017: $3,887,155Net Income 2017: $3,027,6902017Revenue 2018: $5,911,537Expenses 2018: $3,687,727Net Income 2018: $2,223,8102018Revenue 2019: $4,739,139Expenses 2019: $4,559,704Net Income 2019: $179,4352019Revenue 2020: $6,552,110Expenses 2020: $5,147,546Net Income 2020: $1,404,5642020Revenue 2021: $13,469,272Expenses 2021: $3,162,000Net Income 2021: $10,307,2722021Revenue 2022: -$1,107,387Expenses 2022: $4,171,463Net Income 2022: -$5,278,8502022Revenue 2023: $10,802,830Expenses 2023: $4,057,502Net Income 2023: $6,745,3282023Revenue 2025: $12,415,260Expenses 2025: $5,640,903Net Income 2025: $6,774,3572025

Highlighted filing

2025

Revenue$12,415,260
Expenses$5,640,903
Net Income$6,774,357
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,780,842
Liabilities
$49,091,165
Net assets
$66,689,677
Revenue
$12,415,260
Expenses
$5,640,903
Net income
$6,774,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$49.1$66.7$12.4$5.64$6.77
2023Summary only. Only limited summary data is available for this year.$91.6$39.8$51.8$10.8$4.06$6.75
2022Summary only. Only limited summary data is available for this year.$81.6$36.5$45.1$1.11$4.17$5.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.0$41.7$50.4$13.5$3.16$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$33.3$40.1$6.55$5.15$1.40
2019Summary only. Only limited summary data is available for this year.$72.4$33.7$38.7$4.74$4.56$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$31.5$37.6$5.91$3.69$2.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$29.1$36.5$6.91$3.89$3.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$27.0$32.2$3.21$3.71$0.50
2015Detailed filing. Detailed filing data is available for this year.$60.3$27.6$32.7$6.32$3.98$2.34
2014Detailed filing. Detailed filing data is available for this year.$58.8$28.1$30.7$4.92$2.67$2.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.0$24.9$28.1$2.51
2012Summary only. Only limited summary data is available for this year.$49.0$23.3$25.7$3.75$2.56$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$24.1$25.3$2.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.0
Gross Receipts
$7,306,980
Mission and Program Overview

Mission

The university of louisiana at monroe foundation's purpose is to solicit, receive and administer private gifts for the benefit of the university of louisiana at monroe, its faculty and its students and to support the advancement of the university by acquiring immovable property for future acquisition by the university of louisiana at monroe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$98,120,501$109,205,978▲ $11,085,477
Land, Buildings, and Equipment, Net$3,637,396$3,567,500▼ $69,896
Pledges and Grants Receivable$1,926,045$1,838,285▼ $87,760
Other Notes and Loans Receivable, Net$464,759$528,835▲ $64,076
Savings and Temporary Cash Investments$356,189$291,456▼ $64,733
Accounts Receivable$182,087$58,303▼ $123,784
Prepaid Expenses and Deferred Charges$67,532$34,725▼ $32,807
Total Assets$104,760,269$115,780,842▲ $11,020,573
Other Assets Total$5,760$255,760▲ $250,000
Liabilities
Other Liabilities$44,441,195$48,682,956▲ $4,241,761
Accounts Payable and Accrued Expenses$383,754$408,209▲ $24,455
Total Liabilities$44,824,949$49,091,165▲ $4,266,216
Net Assets / Fund Balance
Net Assets With Donor Restrictions$46,290,415$52,327,676▲ $6,037,261
Net Assets Without Donor Restrictions$13,644,905$14,362,001▲ $717,096
Total Net Assets Fund Balance$59,935,320$66,689,677▲ $6,754,357
Total Liabilities and Net Assets / Fund Balance$104,760,269$115,780,842▲ $11,020,573

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,567,500-$3,567,500
Equipment-$24,838$24,838
Other Securities$109,205,978--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$76,876,376$2,466,747▲ $10,966,247$2,974,872$86,788,710
2023$63,842,508$3,568,344▲ $11,116,420$1,132,064$76,876,376
2022$56,281,531$1,898,491▲ $8,064,332$1,457,483$63,842,509
2021$65,982,739$1,468,412▼ $7,399,520$2,773,510$56,281,531
2020$51,664,380$1,829,506▲ $15,561,518$2,149,175$65,982,739
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Charles Jackson IiiPresident
Allison Franzen-camacho PhdTrustee
Andrew BarberTrustee
Angela MccrayTrustee
Anne LockhartTrustee
Ash AuldsTrustee
Bart DornierTrustee
Chris WindhamTrustee
Dennis BluntTrustee
Deron TalleyTrustee
Forencetta GivsonTrustee
Glen CorbinTrustee
Isaac HendersonTrustee
James StephensTrustee
Jeffery LaudenheimerTrustee
Joe JacobsTrustee
John JacksonTrustee
Kevin SmithTrustee
Kurt OestriecherTrustee
Leann BoydTrustee
Lesa LawrenceTrustee
Linda HolyfieldTrustee
Mark NealTrustee
Matt SandersonTrustee
Mel KnottsTrustee
Monica ButlerTrustee
Robbie LabordeTrustee
Sabrina HoganTrustee
Stephen GutrellTrustee
Susan HoffmannTrustee
Taylor JamisonTrustee
Tim QuinnTrustee
Toni BaconTrustee
Charles DigiulianCFO
Cindy FoustExecutive Di
Alberta GreenSecretary/tr
Teri FontenotVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,587,293
Program Service Revenue
$1,055,048
Investment Income
$6,398,558
Other Revenue
$374,361
All Other Contributions
$4,587,293
Change in Net Assets
$6,774,357

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$382,550
Total Noncash Contributions1$382,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,415,260
Total Revenue per Audited Statements
$12,415,260
Total Revenue per Form 990
$12,415,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,687,368
Salaries, Compensation, and Employee Benefits$1,624,896
Grants and Similar Amounts Paid$1,328,639
Total Fundraising Expense$275,584
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,328,639--$1,328,639
Other Salaries and Wages$721,312$598,407$180$1,319,899
Fees for Service Investment Mgmnt Fees$267,792$547,932-$815,724
Advertising$322,135$115,472$30,259$467,866
Fees for Services Other$220,991$33,409$199,655$454,055
Office Expenses$399,724$12,330$27,459$439,513
Travel$190,791$69$18,031$208,891
Pension Plan Contributions$100,109$51,253-$151,362
Other Employee Benefits$38,224$75,716-$113,940
Conferences and Meetings$92,944--$92,944
Fees for Services Accounting-$40,000-$40,000
Payroll Taxes$6,867$32,828-$39,695
Information Technology$31,804$1,264-$33,068
Insurance-$13,315-$13,315
Depreciation Depletion-$1,349-$1,349
Other Expenses$505--$505
Total Functional Expenses$3,841,975$1,523,344$275,584$5,640,903

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,640,903
Total Expenses per Audited Statements$5,640,903
Total Expenses per Form 990$5,640,903
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
Endowed Funds Held as Agent of State$47,145,743
Funds Held for Others$993,823
Gift Annuity Liability$543,390
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI

“The university of louisiana at monroe foundation does not have a whistleblower policy or a document destruction/retention policy. However the university of louisiana at monroe foundation is included under the university of louisiana at monroe's policies. Employees of the university of louisiana at monroe provide services for the university of louisiana at monroe foundation. The university of louisiana at monroe foundation reimburses the university of louisiana at monroe for these services.”

Form 990, Page 6, Part VI, Line 6

“Voting members of the foundation are persons who conributed 100 or more to the foundation during the calendar year preceding the annual meeting of the membership. Each member has one vote.”

Form 990, Page 6, Part VI, Line 7A

“Trustees are elected by voting members of the foundation for a three year period starting january 1 of each year.”

Form 990, Page 6, Part VI, Line 7B

“The members vote on certain decisions made that have a major impact to the organization. The motion, second and approval is recorded in the minutes of the meeting.”

Form 990, Page 6, Part VI, Line 11B

“Because the completion of the the form 990 does not coincide with the meeting of the board of trustees, the form is not reviewed by the board. The form 990 is reviewed by the chief financial officer of the university of louisiana at monroe, by the president of the university of louisiana at monroe foundation and by the executive director of the university of louisiana at monroe foundation. The form 990 is signed by the executive director of the university of louisiana at monroe foundation.”

Form 990, Page 6, Part VI, Line 12C

“The ulm foundation annually obtains and confirms a signed conflict of interest statement noting any activity that could have a conflict.”

Form 990, Page 6, Part VI, Line 19

“The ulm foundation does not disclose financial statements, the conflict of interest policy or governing documents to the general public. Ulm foundation has disclosed some of the documents to organizations from whom they are requesting substantial funding. Copies of the audited financial statements are furnished to the university of louisiana at monroe and to the louisiana legislative auditor.”

Filing and Contact Details

Filer

Filer Name
University of Louisiana at Monroe
EIN
72-6028527
Phone
3183423610
Address
700 UNIVERSITY AVENUE, MONROE, LA 71209

Signing Officer

Name
Cindy Foust
Title
Executive Director
Phone
3183423610
Signed
2026-02-02

Organization Details

Principal Officer
Cindy Foust
Formed
1961
Legal Domicile
La
Voting Board Members
35
Independent Board Members
35
Employees
6

Preparer

Firm
Woodard & Associates (apac)
Address
1904 STUBBS AVENUE SUITE B, MONROE, LA 71201
Preparer
Lori Woodard
Phone
3183872672
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The university of louisiana at monroe foundation's purpose is to solicit, receive and administer private gifts for the benefit of the university of louisiana at monroe, its faculty and its students and to support the advancement of the university by acquiring immovable property for future acquisition by the university of louisiana at monroe.”

Form 990, Page 2, Part III, Line 4D

“NONE”

Form 990, Part XI, Line 9

“TO BALANCE -20,000”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds were established to support scholarships and programs at the university of louisiana at monroe. Contributions are subject to donor restrictions that stipulate the original gift is to be held and invested by the foundation indefinitely. The earnings of the endowment funds are used to fund scholarships for the university of louisiana at monroe, to fund endowed chairs and endowed professorships and to fund staff development and research for departments throughout the university of louisiana at monroe. At june 30, 2025, 47,145,734 of the endowment funds were held as agent of the university of louisiana at monroe.”

Raw XML AppendixShowing 400 of 655 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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