Civic Intelligence

Spring Arbor University Foundation

990 • Fiscal year 2024 • EIN 74-3066798

Jun 01, 2023 to May 31, 2024 • Filed on Apr 15, 2025

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

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.04x

Higher debt load relative to revenue than 85% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$354,888

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 121.6% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

6th percentile

-17%

Faster asset growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$5,006,474

Down $993,225 (-17%) from 2023

Net Assets

Up

$4,703,961

Up $487,945 (+12%) from 2023

Liabilities

Down

$302,513

Down $1,481,170 (-83%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin83rd percentile

Revenue

Down

$291,790

Down $272,178 (-48%) from 2023

Expenses

Up

$194,787

Up $144,703 (+289%) from 2023

Net Income

Down

$97,003

Down $416,881 (-81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2024

Assets$5,006,474
Liabilities$302,513
Net Assets$4,703,961
Open 2024 Filing

Operations Trend

Revenue Growth5th 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

2024

Revenue$291,790
Expenses$194,787
Net Income$97,003
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$291,790
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$3,363,678$3,867,445▲ $503,767
Savings and Temporary Cash Investments$2,386,021$889,029▼ $1,496,992
Prepaid Expenses and Deferred Charges$250,000$0▼ $250,000
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,999,699$5,006,474▼ $993,225
Other Assets Total$0$250,000▲ $250,000
Liabilities
Accounts Payable and Accrued Expenses$1,577,677$161,315▼ $1,416,362
Other Liabilities$206,006$141,198▼ $64,808
Total Liabilities$1,783,683$302,513▼ $1,481,170
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,336,729$4,365,130▲ $28,401
Net Assets Without Donor Restrictions$-120,713$338,831▲ $459,544
Total Net Assets Fund Balance$4,216,016$4,703,961▲ $487,945
Total Liabilities and Net Assets / Fund Balance$5,999,699$5,006,474▼ $993,225

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,076,910$47,560▲ $426,042-$4,550,512
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
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
Brent EllisSecretary
Sharon GriffithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,740
Program Service Revenue
$0
Investment Income
$90,050
Other Revenue
$0
All Other Contributions
$201,740
Change in Net Assets
$97,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$194,787
Salaries, Compensation, and Employee Benefits$129,714
Other Expenses$65,073
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$129,714$129,714
Office Expenses--$50,298$50,298
Conferences and Meetings--$8,688$8,688
Advertising--$4,770$4,770
Fees for Services Other$0$0$967$967
Occupancy--$350$350
Total Functional Expenses$0$0$194,787$194,787
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
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$141,198
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 11B Review of form 990 by governing body

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

Form 990, Part VI, Line 12C Conflict of interest policy

“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, Line 19 Required documents available to the public

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

Form 990, Part VI, Line 1A Non-independent Voting Members of Governing Body

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

Filing and Contact Details

Filer

Filer Name
Spring Arbor University Foundation
EIN
74-3066798
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
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Forvis Mazars LLP
Address
111 E Wayne Street Suite 600, Fort Wayne, IN 46802
Preparer
Lauren Denton
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in value of interests in perpetual trust - -24932;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

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

Raw XML AppendixShowing 400 of 512 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES AND TRUSTS PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84
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 Intended uses of endowment funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRENT ELLIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DOUG WILCOXSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 AND SCHEDULES ARE PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN VALUE OF INTERESTS IN PERPETUAL TRUST - -24932;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BRENT ELLIS AND DOUG WILCOXSON ARE PAID EMPLOYEES OF SPRING ARBOR UNIVERSITY, A RELATED ORGANIZATION, WHICH CAUSES THEM TO BE NON-INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9 Other changes in net assets or fund balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 1A NON-INDEPENDENT VOTING MEMBERS OF GOVERNING BODY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MICHINDOH CONFERENCE CTR
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,006,474
Liabilities
$302,513
Net assets
$4,703,961
Revenue
$291,790
Expenses
$194,787
Net income
$97,003
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