AUGUSTA UNIVERSITY FOUNDATION INC (EIN 586038134) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JODI COLLINS

Phone

7067216955

Tax Period

2024-07-01 to 2025-06-30

AUGUSTA UNIVERSITY FOUNDATION INC, founded in 1967, is a mid-sized nonprofit that reported $16.2M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Net assets of $101.6M represent 75 months of operating reserves.

Mission

ESTABLISHING AND ADMINISTERING ENDOWMENT FUNDS FOR THE BENEFIT OF AUGUSTA 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,635,341

Program Service Revenue $0

Investment Income $3,291,344

Other Revenue $268,422

TOTAL REVENUE $16,195,107

Expense Breakdown

Grants Paid $2,427,215

Salaries & Benefits $5,147,076

Fundraising Expenses $2,562,518

Program Expenses $12,921,446

Other Expenses $9,248,420

TOTAL EXPENSES $16,822,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,195,107	$24,337,724	-0.3%
Expenses	$16,822,711	$14,048,156	+0.2%
Net Income	$-627,604	$10,289,568	-1.1%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

$2,203,040

Key Employees

$554,680

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN NICHOLSON	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINE CRAWFORD	SCD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ADAM WILLIAMS CPA	TREASURER	1.00	Officer Director	$0	$0	$0
BRUCE ASHENDORF DMD	SECRETARY	1.00	Officer Director	$0	$0	$0
AL HARRIS	CO-IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
DEBBIE LAYMAN RN	CO-IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JOHN BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE BRENDZA	BOARD MEMBER	1.00	Director	$0	$0	$0
EDDIE BUSSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON CUEVAS MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA DOUMAR JD	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN GRIFFIN MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY INGRAM	BOARD MEMBER	1.00	Director	$0	$0	$0
WILBUR JOHNSON JD	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL KANTO	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL KEEN	AU PRESIDENT	1.00	Director	$0	$108,951	$641,884
CAMERON NIXON	BOARD MEMBER	1.00	Director	$0	$0	$0
TR REDDY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN ROBINSON DMD	BOARD MEMBER	1.00	Director	$0	$0	$0
RON SANDERS JR PA	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE SUTHERLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD WOODS JD	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK EVANS	AU EVP STRATEGIC EFFECTIVENESS & COS	1.00	Director	$0	$71,951	$327,520
JENNIFER SULLIVAN PHD	EX OFFICIO NON VOTING	1.00	Director	$0	$86,045	$419,427
YVONNE TURNER	AU EVP FINANCE/CBO	1.00	Director	$0	$140,026	$591,354
STEPHEN WERTZ	VP FOR FOUNDATIONS AND CEO, AU FOUNDATION	20.00	Director	$0	$25,656	$222,855
WILLIAM B KUHLKE JR	BOARD MEMBER - EMERITI TRUSTEE	1.00	Director	$0	$0	$0
J CARLISLE OVERSTREET JD	BOARD MEMBER - EMERITI TRUSTEE	1.00	Director	$0	$0	$0
BERNARD SILVERSTEIN	BOARD MEMBER - EMERITI TRUSTEE	1.00	Director	$0	$0	$0
RON BOOTH	EX OFFICIO NON VOTING	1.00	Key Emp	$0	$64,496	$342,219
KRISTINA BAGGOTT	EX OFFICIO NON VOTING	1.00	Key Emp	$0	$48,613	$212,461
MILDRED GARMON	FORMER CFO	1.00		$0	$18,315	$220,955
BRANDON MCCRAY	FORMER VP FOR DEVELOPMENT	1.00		$0	$24,167	$196,839

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	$16,195,107	$16,822,711	$125,366,080	$-627,604
2024	$24,337,724	$14,048,156	$120,060,266	$10,289,568
2023	$41,048,641	$14,011,754	$106,003,301	$27,036,887
2022	$13,924,556	$4,362,839	$77,306,774	$9,561,717
2021	$9,045,973	$8,582,234	$77,382,154	$463,739
2020	$13,037,221	$4,755,370	$72,304,367	$8,281,851
2019	$8,765,230	$4,615,025	$72,164,552	$4,150,205
2018	$7,052,970	$5,143,702	$72,500,961	$1,909,268

AUGUSTA UNIVERSITY FOUNDATION INC