Civic Intelligence

Spring Arbor University Foundation

990 • Fiscal year 2023 • EIN 74-3066798

Jun 01, 2022 to May 31, 2023 • Filed on Apr 15, 2024

Organization ProfileWWW.ARBOR.EDU
106 E Main StSpring Arbor, MI 49283

(517) 750-1200

Siviq Scores

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

Liabilities / Assets

67th percentile

0.30x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

3.16x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

91st percentile

$348,692

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 61.8% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

87th percentile

40%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$5,999,699

Up $1,700,365 (+40%) from 2022

Net Assets

Up

$4,216,016

Up $523,135 (+14%) from 2022

Liabilities

Up

$1,783,683

Up $1,177,230 (+194%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin98th percentile

Revenue

Down

$563,968

Down $2,289,182 (-80%) from 2022

Expenses

Up

$50,084

Up $50,084 from 2022

Net Income

Down

$513,884

Down $2,339,266 (-82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $519,429Liabilities 2010: $0Net Assets 2010: $519,4292010Assets 2011: $519,799Liabilities 2011: $0Net Assets 2011: $519,7992011Assets 2012: $520,163Liabilities 2012: $0Net Assets 2012: $520,1632012Assets 2013: $520,531Liabilities 2013: $0Net Assets 2013: $520,5312013Assets 2014: $521,014Liabilities 2014: $0Net Assets 2014: $521,0142014Assets 2015: $521,456Liabilities 2015: $0Net Assets 2015: $521,4562015Assets 2016: $521,899Liabilities 2016: $0Net Assets 2016: $521,8992016Assets 2017: $1,412,151Liabilities 2017: $660,407Net Assets 2017: $751,7442017Assets 2018: $1,556,015Liabilities 2018: $688,819Net Assets 2018: $867,1962018Assets 2019: $1,418,982Liabilities 2019: $629,812Net Assets 2019: $789,1702019Assets 2020: $1,352,450Liabilities 2020: $575,336Net Assets 2020: $777,1142020Assets 2021: $1,545,291Liabilities 2021: $465,597Net Assets 2021: $1,079,6942021Assets 2022: $4,299,334Liabilities 2022: $606,453Net Assets 2022: $3,692,8812022Assets 2023: $5,999,699Liabilities 2023: $1,783,683Net Assets 2023: $4,216,0162023Assets 2024: $5,006,474Liabilities 2024: $302,513Net Assets 2024: $4,703,9612024

Highlighted filing

2023

Assets$5,999,699
Liabilities$1,783,683
Net Assets$4,216,016
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $562Expenses 2010: $515,452Net Income 2010: -$514,8902010Expenses 2011: $02011Expenses 2012: $02012Expenses 2013: $02013Revenue 2014: $483Expenses 2014: $0Net Income 2014: $4832014Revenue 2015: $442Expenses 2015: $0Net Income 2015: $4422015Revenue 2016: $443Expenses 2016: $0Net Income 2016: $4432016Revenue 2017: $73,387Expenses 2017: $0Net Income 2017: $73,3872017Revenue 2018: $150,059Expenses 2018: $0Net Income 2018: $150,0592018Revenue 2019: $17,176Expenses 2019: $0Net Income 2019: $17,1762019Revenue 2020: $55,065Expenses 2020: $0Net Income 2020: $55,0652020Revenue 2021: $100,495Expenses 2021: $0Net Income 2021: $100,4952021Revenue 2022: $2,853,150Expenses 2022: $0Net Income 2022: $2,853,1502022Revenue 2023: $563,968Expenses 2023: $50,084Net Income 2023: $513,8842023Revenue 2024: $291,790Expenses 2024: $194,787Net Income 2024: $97,0032024

Highlighted filing

2023

Revenue$563,968
Expenses$50,084
Net Income$513,884
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 15, 2024
Return Version
2022v5.0
Gross Receipts
$563,968
Mission and Program Overview

Mission

To support the work of spring arbor university.

The foundation supports the work of spring arbor university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,078,474$3,363,678▲ $2,285,204
Savings and Temporary Cash Investments$3,120,860$2,386,021▼ $734,839
Prepaid Expenses and Deferred Charges$0$250,000▲ $250,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$4,299,334$5,999,699▲ $1,700,365
Other Assets Total$100,000$0▼ $100,000
Liabilities
Accounts Payable and Accrued Expenses$306,098$1,577,677▲ $1,271,579
Other Liabilities$300,355$206,006▼ $94,349
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$606,453$1,783,683▲ $1,177,230
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,046,188$4,336,729▲ $290,541
Net Assets Without Donor Restrictions$-353,307$-120,713▲ $232,594
Total Net Assets Fund Balance$3,692,881$4,216,016▲ $523,135
Total Liabilities and Net Assets / Fund Balance$4,299,334$5,999,699▲ $1,700,365

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,466,799$450,839▲ $159,272-$4,076,910
2021$755,644$2,821,736▼ $110,581-$3,466,799
2020$523,516$80,777▲ $151,351-$755,644
2019$535,512-▼ $11,996-$523,516
2018$526,317-▲ $9,195-$535,512
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Doug WilcoxsonPresident
Donald WalkerBoard Member
Gregory BontragerBoard Member
Kenneth JohnsonBoard Member
Philip CurtisBoard Member
Robyn JacobsonBoard Member
Tracy McculloughBoard Member
Tricia Merillat McguireBoard Member
Brent EllisSecretary
Sharon GriffithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$547,948
Program Service Revenue
$0
Investment Income
$16,020
Other Revenue
$0
All Other Contributions
$547,948
Change in Net Assets
$513,884

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 AmountValuation Method
Securities Closely Held Stock1$200,000Fair Market Value
Total Noncash Contributions1$200,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$50,084
Salaries, Compensation, and Employee Benefits$40,944
Other Expenses$9,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$40,944$40,944
Office Expenses--$5,698$5,698
Advertising--$1,680$1,680
Fees for Services Other--$972$972
Other Expenses--$546$546
Conferences and Meetings--$244$244
Total Functional Expenses$0$0$50,084$50,084
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Annuities and Trusts Payable$206,006
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Line 1A

“Brent ellis and doug wilcoxson are paid employees of spring arbor university, a related organization, which causes them to be non-independent board members.”

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

“The form 990 and schedules are provided to the full board prior to submission to the irs.”

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

“Board members are asked to complete a conflict of interest statement annually. Those forms are kept in the president's office. If someone has a conflict of interest, the conflict is recognized and the board member will recuse themselves from voting.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Spring Arbor University Foundation
EIN
74-3066798
In Care Of
% SPRING ARBOR UNIVERSITY
Phone
5177501200
Address
106 E MAIN ST, SPRING ARBOR, MI 49283
Doing Business As
Spring Arbor University Foundation

Signing Officer

Name
Doug Wilcoxson
Title
President
Phone
5177501200
Signed
2024-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Wilcoxson
Formed
2000
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of interests in perpetual trust ($40,355)”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are used to support the mission of sau foundation as designated by the donor.”

Raw XML AppendixShowing 400 of 572 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/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE WORK OF SPRING ARBOR UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03692881
IRS990/NetAssetsOrFundBalancesEOYAmt04216016
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt049605
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-353307
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-120713
IRS990/NoncashContributionsAmt0200000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt05698
IRS990/OfficeExpensesGrp/TotalAmt05698
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-40354
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0546
IRS990/OtherExpensesGrp/TotalAmt0546
IRS990/OtherLiabilitiesGrp/BOYAmt0300355
IRS990/OtherLiabilitiesGrp/EOYAmt0206006
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040944
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt040944
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0250000
IRS990/PrincipalOfficerNm0DOUG WILCOXSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02831736
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017783
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt03631
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02853150
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02853150
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0513884
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03120860
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02386021
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381359569
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SPRING ARBOR UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03466799
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0450839
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04076910
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159272
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0755644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02821736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03466799
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-110581
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0523516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt080777
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0755644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151351
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0535512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0523516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-11996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0526317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0535512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09195
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0206006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES AND TRUSTS PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF SAU FOUNDATION AS DESIGNATED BY THE DONOR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07000
IRS990ScheduleD/TotalLiabilityAmt0206006
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt020400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,999,699
Liabilities
$1,783,683
Net assets
$4,216,016
Revenue
$563,968
Expenses
$50,084
Net income
$513,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.30$4.70$0.29$0.19$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.00$1.78$4.22$0.56$0.05$0.51
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.61$3.69$2.85$0.00$2.85
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.47$1.08$0.10$0.00$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.58$0.78$0.06$0.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.63$0.79$0.02$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.69$0.87$0.15$0.00$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.66$0.75$0.07$0.00$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.00$0.52$0.51