Ball State University Foundation Inc

EIN: 356024566 501(c)(3) Education

Muncie, IN

Total Revenue
$30,232,984
Total Expenses
$37,729,015
Total Assets
$438,758,562
Net Assets
$422,790,185
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
IN
Phone
7652858312
Tax Period
2024-07-01 to 2025-06-30

Ball State University Foundation Inc, founded in 1950, is a mid-sized nonprofit in the Education sector that reported $30.2M in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $37.7M exceeded revenue, resulting in a 25% operating deficit.

Mission

To foster philanthropic support that aligns with Ball State University's mission of engaging students in educational, research, and creative endeavors, enabling them to pursue fulfilling careers and meaningful lives.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,029,416
Program Service Revenue $0
Investment Income $3,203,568
Other Revenue $0
TOTAL REVENUE $30,232,984

Expense Breakdown

Grants Paid $25,905,836
Salaries & Benefits $7,700,205
Fundraising Expenses $4,444,791
Program Expenses $27,745,304
Other Expenses $4,122,974
TOTAL EXPENSES $37,729,015

Year-over-Year Comparison

2024 2023 Change
Revenue $30,232,984 $66,942,172 -0.5%
Expenses $37,729,015 $30,249,612 +0.2%
Net Income $-7,496,031 $36,692,560 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
37
Independent Members
33
Employees
98
Volunteers
39

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,369,426
Total Directors
38
$1,367,563
Key Employees
3
$638,985
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID W HEETER CHAIR-ELECT 1.0
Officer Director
$0 $0 $0
GEOFFREY MEARNS EX-OFFICIO VICE CHAIR & PRES. 1.0
Officer Director
$0 $74,426 $680,526
JEAN KRAMER CROSBY PRESIDENT 51.0
Officer Director
$307,156 $33,182 $340,338
JILL S LACY SECRETARY 1.0
Officer Director
$0 $0 $0
MICHAEL C RAY IMMEDIATE PAST CHAIR 1.0
Officer Director
$0 $0 $0
PATRICK J ALDERICE CHAIR 1.0
Officer Director
$0 $0 $0
ALAN FINN VP OF FINANCE & TREASURER (End 02/25) 1.0
Director
$0 $42,800 $346,699
BENTE M WEITEKAMP BOARD MEMBER 1.0
Director
$0 $0 $0
BETSY M ROSS BOARD MEMBER 1.0
Director
$0 $0 $0
BRIAN J HAYNES BOARD MEMBER 1.0
Director
$0 $0 $0
CHARLES A BARTH BOARD MEMBER 1.0
Director
$0 $0 $0
DAMITA J WILLIAMS BOARD MEMBER 1.0
Director
$0 $0 $0
DAN L MOLINARO BOARD MEMBER 1.0
Director
$0 $0 $0
DANIEL J TOWRISS BOARD MEMBER 1.0
Director
$0 $0 $0
DONALD D DUMOULIN II BOARD MEMBER 1.0
Director
$0 $0 $0
DWIGHT D SMITH BOARD MEMBER 1.0
Director
$0 $0 $0
ERIC J FOSS BOARD MEMBER 1.0
Director
$0 $0 $0
HENRY HALL BOARD MEMBER 1.0
Director
$0 $0 $0
JAMES D FIELDS BOARD MEMBER 1.0
Director
$0 $0 $0
JAMES R WILLIAMS BOARD MEMBER 1.0
Director
$0 $0 $0
JO ANN M GORA BOARD MEMBER 1.0
Director
$0 $0 $0
JULIE K GRIFFITH BOARD MEMBER 1.0
Director
$0 $0 $0
KATHERINE A ARBUCKLE BOARD MEMBER 1.0
Director
$0 $0 $0
KATHERINE M DOERKSEN BOARD MEMBER 1.0
Director
$0 $0 $0
KEITH A ROBINSON BOARD MEMBER 1.0
Director
$0 $0 $0
KELLI A LAWRENCE BOARD MEMBER 1.0
Director
$0 $0 $0
KYLE J WILLIAMS BOARD MEMBER 1.0
Director
$0 $0 $0
LOU E HENSLEY BOARD MEMBER 1.0
Director
$0 $0 $0
MARLA K TEMPLETON BOARD MEMBER 1.0
Director
$0 $0 $0
MICHAEL E EARLEY BOARD MEMBER 1.0
Director
$0 $0 $0
MICHELLE A RYAN BOARD MEMBER 1.0
Director
$0 $0 $0
NATALIE VEGA O'NEIL BOARD MEMBER 1.0
Director
$0 $0 $0
RANDY D PHILLIPS BOARD MEMBER 1.0
Director
$0 $0 $0
RICHARD J HALL BOARD MEMBER 1.0
Director
$0 $0 $0
ROBERT S KASPAR BOARD MEMBER 1.0
Director
$0 $0 $0
Sue Hodges Moore Interim VP for Business Affairs & Treasurer (Beg 03/25) 1.0
Director
$0 $0 $0
THOMAS B BRYAN BOARD MEMBER 1.0
Director
$0 $0 $0
TIMOTHY M ANDREWS BOARD MEMBER 1.0
Director
$0 $0 $0
BETH ALEXANDER ASSISTANT SECRETARY 51.0
Officer
$109,624 $17,288 $126,912
STEPHEN WACHTMANN CFO, TREASURER 51.0
Officer
$189,133 $32,517 $221,650
DAVID MARK HELMUS CHIEF ADVANCEMENT OFFICER 51.0
Key Emp
$224,189 $29,125 $253,314
LOLA MAUER AVP FOR ALUMNI ENGAGEMENT 51.0
Key Emp
$162,243 $23,016 $185,259
WILLIAM COOPER SR DIR DEVELOPMENT PRINCIPAL GIFTS 51.0
Key Emp
$173,417 $26,995 $200,412
BRENDA DAVIS SR DIRECTOR OF DEVELOPMENT 51.0
Highest
$105,647 $19,543 $125,190
CARMELLA HISE AVP FOR DEVELOPMENT 51.0
Highest
$149,128 $15,196 $164,324
DONALD RAY ALLEN VP OF DEVELOPMENT 51.0
Highest
$114,687 $6,148 $120,835
KELSEY KELLY AVP FOR DEVELOPMENT 51.0
Highest
$124,837 $25,789 $150,626
MARY SERINE SR EXEC DIR OF ADVANCEMENT 51.0
Highest
$114,688 $13,687 $128,375
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $30,232,984 $37,729,015 $438,758,562 $-7,496,031
2024 No data No data No data No data
2023 $20,014,598 $24,909,610 $343,394,231 $-4,895,012
2022 $39,102,530 $25,599,448 $327,636,932 $13,503,082
2021 $35,478,867 $24,559,056 $330,356,166 $10,919,811
2020 $25,627,270 $21,926,252 $262,845,495 $3,701,018
2019 $20,910,153 $26,786,738 $254,500,113 $-5,876,585
2018 $24,637,040 $26,740,003 $251,860,304 $-2,102,963
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