LSU FOUNDATION (EIN 726020969) - 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

1960

Legal Domicile

Principal Officer

ROBERT M STUART JR

Phone

2255783811

Tax Period

2024-07-01 to 2025-06-30

LSU FOUNDATION, founded in 1960, is a major nonprofit in the Education sector that reported $121.1M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50.7M, a strong 42% operating margin.

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 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 $82,941,688

Program Service Revenue $0

Investment Income $36,795,941

Other Revenue $1,397,825

TOTAL REVENUE $121,135,454

Expense Breakdown

Grants Paid $39,511,139

Salaries & Benefits $10,972,005

Fundraising Expenses $8,062,346

Program Expenses $55,947,541

Other Expenses $19,936,595

TOTAL EXPENSES $70,419,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,135,454	$81,861,028	+0.5%
Expenses	$70,419,739	$99,446,823	-0.3%
Net Income	$50,715,715	$-17,585,795	-3.9%

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

123

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

$1,780,646

Total Directors

Key Employees

$953,078

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANIL PUNYAPU	DIRECTOR	1.00	Director	$0	$0	$0
ART FARVE	DIRECTOR	1.00	Director	$0	$0	$0
BEAU FOURNET	CHAIR-ELECT TO 12/31/24; CHAIR 1/1/25	1.50	Officer Director	$0	$0	$0
BRADIE JAMES	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
D MARTIN PHILLIPS	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 TO 12/31/24; CHAIR-ELECT 1/1/25	1.50	Officer Director	$0	$0	$0
FRANK W BILLY HARRISON III	PAST CHAIR TO 12/31/24	1.50	Director	$0	$0	$0
JAMES MAURIN	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
KLEIN KIRBY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DAUZAT	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD LEMOINE	DIRECTOR	1.00	Director	$0	$0	$0
LORI GARRISON	CORPORATE SECRETARY	1.50	Director	$0	$0	$0
MARK ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK RICHARD	DIRECTOR	1.00	Director	$0	$0	$0
MARK SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW LEE	EX OFFICIO DIRECTOR (BEGIN 6/1/25)	1.50	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	DIRECTOR; CHAIR TO 12/31/24)	3.00	Officer Director	$0	$0	$0
ROGER OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
ROY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BORDERS	DIRECTOR	1.00	Director	$0	$0	$0
SUZETTE KENT	DIRECTOR	1.50	Director	$0	$0	$0
THOMAS J ADAMEK	DIRECTOR; TREASURER (BEGIN 1/1/25)	1.50	Officer Director	$0	$0	$0
VALENCIA SARPY JONES	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM TATE	EX OFFICIO DIRECTOR TO 5/31/25	1.50	Director	$0	$0	$0
KATE SPIKES	CHIEF FINANCIAL OFFICER	40.00	Officer	$260,919	$260,919	$521,838
LEU ANNE GRECO	VP & GENERAL COUNSEL	35.00	Officer	$206,331	$206,331	$412,662
ROBERT M STUART JR	PRESIDENT & CEO	35.00	Officer	$423,073	$423,073	$846,146
KRISTA ALLEN RANEY	EVP OF DEVELOPMENT	40.00	Key Emp	$288,026	$288,026	$576,052
SONJA YVETTE MARSH	ASSISTANT VP OF TALENT MGMT	40.00	Key Emp	$188,513	$188,513	$377,026
JORDAN JOPLING	SENIOR DIRECTOR OF DEVELOP	40.00	Highest	$156,295	$156,295	$312,590
LINDSEY ROMANOWSKY	SENIOR DIRECTOR OF DEVELOP	40.00	Highest	$154,999	$154,999	$309,998
MICHAEL MCCARTY	DIRECTOR OF ITS	40.00	Highest	$157,468	$157,468	$314,936
SARA WHITTAKER	AVP COMMUNICATIONS & MARKET	40.00	Highest	$177,252	$177,252	$354,504
TRACY EVANS	EXECUTIVE DIR OF DEVELOPMENT	40.00	Highest	$177,523	$177,523	$355,046

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	$121,135,454	$70,419,739	$1,007,615,738	$50,715,715
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