LAKE SUPERIOR STATE UNIVERSITY FOUNDATION

EIN: 382576021 501(c)(3) Education

Sault Ste Marie, MI

Total Revenue
$8,633,232
Total Expenses
$2,960,455
Total Assets
$32,743,972
Net Assets
$32,720,963
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
MI
Principal Officer
Scott P Smith
Phone
9066352665
Tax Period
2024-07-01 to 2025-06-30

LAKE SUPERIOR STATE UNIVERSITY FOUNDATION, founded in 1983, is a community nonprofit in the Education sector that reported $8.6M in total revenue in fiscal year 2024. Revenue surged 189% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 66% operating margin.

Mission

The Lake Superior State University Foundation's sole purpose is to promote, receive, manage, and disburse donations and contributions for the benefit of Lake Superior State University.

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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 $3,833,128
Program Service Revenue $0
Investment Income $4,800,104
Other Revenue $0
TOTAL REVENUE $8,633,232

Expense Breakdown

Grants Paid $2,508,840
Salaries & Benefits $272,843
Fundraising Expenses $17,915
Program Expenses $2,508,840
Other Expenses $178,772
TOTAL EXPENSES $2,960,455

Year-over-Year Comparison

2024 2023 Change
Revenue $8,633,232 $2,984,410 +1.9%
Expenses $2,960,455 $2,356,656 +0.3%
Net Income $5,672,777 $627,754 +8.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
N/A

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
1
$29,690
Total Directors
19
$0
Key Employees
1
$43,944
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sharon Dorrity Secretary of Board/Coord Donor Relations 40.00
Key Emp
$0 $0 $43,944
Scott P Smith Vice President of Advancement 7.06
Officer
$0 $0 $29,690
Edward F Smith Chair & Executive Committee 0
Director
$0 $0 $0
Carol Andary Board Member-Executive Committee 0
Director
$0 $0 $0
Brittany Barrett Board Member 0
Director
$0 $0 $0
H James Bourque Emeritus 0
Director
$0 $0 $0
Joseph Breed Board Member-Executive Committee-Secretary 0
Director
$0 $0 $0
Jennifer Brown Board Member 0
Director
$0 $0 $0
Anthony Damiano Board Member-Executive Committee 0
Director
$0 $0 $0
Megan Fenlon Board Member 0
Director
$0 $0 $0
Jason Garvon Board Member 0
Director
$0 $0 $0
Ted Haapala Board Member 0
Director
$0 $0 $0
Robert Kjolhede Board Member-Executive Committee 0
Director
$0 $0 $0
Ashley O'Dwyer Board Member 0
Director
$0 $0 $0
Thomas G Robinson Board Member 0
Director
$0 $0 $0
David Saunders Board Member 0
Director
$0 $0 $0
Charles Schmidt Board Member-Executive Committee 0
Director
$0 $0 $0
Ken Williams Board Member 0
Director
$0 $0 $0
Michael Wyse Board Member 0
Director
$0 $0 $0
Maurice Walworth Treasurer 0
Director
$0 $0 $0
Dr David Travis Second Vice Chair 0
Director
$0 $0 $0
Kevin Cooper Board Member 0
$0 $0 $0
Tim Lukenda Board Member 0
$0 $0 $0
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 $8,633,232 $2,960,455 $32,743,972 $5,672,777
2024 $2,984,410 $2,356,656 $28,609,201 $627,754
2023 $3,637,982 $2,166,565 $25,784,435 $1,471,417
2023 $3,637,982 $2,166,565 $25,784,435 $1,471,417
2022 $4,258,550 $2,012,449 $22,456,507 $2,246,101
2022 $4,258,550 $2,012,449 $22,456,507 $2,246,101
2021 $4,430,858 $2,679,878 $25,335,019 $1,750,980
2020 $3,515,010 $3,373,819 $20,594,938 $141,191
2019 $3,584,409 $2,621,166 $21,869,131 $963,243
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