LSU FOUNDATION (EIN 726020969) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

ROBERT M STUART JR

Phone

2255783811

Tax Period

2023-07-01 to 2024-06-30

LSU FOUNDATION is a 501(c)(3) with EIN 726020969, based in BATON ROUGE, LA. Founded in 1960, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $81,861,028 in total revenue and $99,446,823 in total expenses, with net assets of $770,372,127.

Mission

THE LSU FOUNDATION CULTIVATES AND INVESTS IN PHILANTHROPIC PARTNERSHIPS TO SUPPORT AND ADVANCE LSU'S ACADEMIC PRIORITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,030,071

Program Service Revenue $0

Investment Income $15,022,913

Other Revenue $1,808,044

TOTAL REVENUE $81,861,028

Expense Breakdown

Grants Paid $71,811,933

Salaries & Benefits $10,701,063

Fundraising Expenses $7,993,689

Program Expenses $85,112,385

Other Expenses $16,933,827

TOTAL EXPENSES $99,446,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,861,028	$107,404,676	-0.2%
Expenses	$99,446,823	$54,939,937	+0.8%
Net Income	$-17,585,795	$52,464,739	-1.3%

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

121

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

$952,196

Total Directors

Key Employees

$502,011

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANIL PUNYAPU	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO LUCIO	DIRECTOR	1.00	Director	$0	$0	$0
BEAU FOURNET	CHAIR-ELECT	1.50	Officer Director	$0	$0	$0
BRADIE JAMES	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES LANDRY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTEL SLAUGHTER	DIRECTOR	1.00	Director	$0	$0	$0
CLARENCE CAZALOT	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH GRANT	DIRECTOR	1.50	Director	$0	$0	$0
DR GEORGE E ROBINSON III	DIRECTOR	1.50	Director	$0	$0	$0
DR MARY T NEAL	DIRECTOR	1.50	Director	$0	$0	$0
ELIZABETH RONN	TREASURER	1.50	Officer Director	$0	$0	$0
FRANK W BILLY HARRISON III	PAST CHAIR	1.50	Director	$0	$0	$0
JEFFREY SPRINGMEYER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ENGQUIST	DIRECTOR	1.00	Director	$0	$0	$0
JYRIC SIMS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DAUZAT	DIRECTOR	1.00	Director	$0	$0	$0
LORI GARRISON	CORPORATE SECRETARY	1.50	Officer Director	$0	$0	$0
MARK ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
MARTY PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WAMPOLD	DIRECTOR	1.00	Director	$0	$0	$0
RENE JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
RHOMAN HARDY	DIRECTOR	1.00	Director	$0	$0	$0
RIP REEVES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REEVES	DIRECTOR	1.00	Director	$0	$0	$0
ROGER JENKINS	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
ROGER OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BORDERS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BRAKEBILL	DIRECTOR	1.00	Director	$0	$0	$0
SEAN REILLY	DIRECTOR	1.00	Director	$0	$0	$0
SUZETTE KENT	DIRECTOR	1.50	Director	$0	$0	$0
THOMAS J ADAMEK	DIRECTOR	1.00	Director	$0	$0	$0
VALENCIA SARPY JONES	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM TATE	EX OFFICIO DIRECTOR	1.50	Director	$0	$0	$0
KATE SPIKES	CHIEF FINANCIAL OFFICER	40.00	Officer	$264,621	$33,179	$297,800
LEU ANNE GRECO	VP & GENERAL COUNSEL	40.00	Officer	$198,206	$17,955	$216,161
ROBERT M STUART JR	PRESIDENT & CEO	40.00	Officer	$418,363	$19,872	$438,235
KRISTA ALLEN RANEY	EXECUTIVE VP OF DEVELOPMENT	40.00	Key Emp	$274,993	$33,649	$308,642
SONJA YVETTE MARSH	ASSISTANT VP OF TALENT MANAGEMENT	40.00	Key Emp	$182,196	$11,173	$193,369
KELIN QUEEN	CRM CONVERSION DIRECTOR	40.00	Highest	$163,579	$10,452	$174,031
LINDSEY ROMANOWSKY	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Highest	$147,198	$21,754	$168,952
MICHAEL MCCARTY	DIRECTOR OF ITS	40.00	Highest	$144,839	$14,402	$159,241
PAIGE CARTER	EXEC DIR - INDUSTRY ENGAGEMENT	40.00	Highest	$170,567	$22,630	$193,197
SARA WHITTAKER	AVP COMMUNICATIONS & MARKETING	40.00	Highest	$167,746	$28,408	$196,154

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
2024	$81,861,028	$99,446,823	$921,921,854	$-17,585,795
2023	$107,404,676	$54,939,937	$881,698,914	$52,464,739
2022	$173,876,806	$48,702,677	$825,892,605	$125,174,129
2021	$72,730,367	$42,757,228	$804,249,383	$29,973,139
2020	$64,814,717	$48,658,847	$667,744,086	$16,155,870
2019	$61,243,606	$46,854,439	$660,756,126	$14,389,167
2018	$68,823,004	$44,294,840	$662,855,981	$24,528,164

LSU FOUNDATION