University Of Arizona Foundation
- Assets
- $1.4b
- Revenue
- $279.1m
- Investments
- $861.5m
- Employees
- 116
- Location
- Tucson, AZ
- Founding
- 04/1962
- Data as of
- 06/2022
- EIN
- 86-6050388
Organization Overview
University Of Arizona Foundation is located in Tucson, AZ. The organization was established in 1962. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. As of 06/2022, University Of Arizona Foundation employed 116 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. University Of Arizona Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, University Of Arizona Foundation generated $279.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.9% each year . All expenses for the organization totaled $148.9m during the year ending 06/2022. While expenses have increased by 6.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, University Of Arizona Foundation has awarded 85 individual grants totaling $523,203,890. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT.
Describe the Organization's Program Activity:
THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. INCORPORATED IN 1958, THE UNIVERSITY OF ARIZONA FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ARIZONA IN TWO MAIN AREAS: FUND-RAISING AND ASSET MANAGEMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John-Paul Roczniak President & CEO | OfficerTrustee | 40 | $462,846 |
Vicki B Fleischer Sr Vp, Development | Officer | 40 | $250,303 |
J Craig Barker Sr Vp, Financial Services & CFO | Officer | 40 | $246,244 |
Andrea L Miller Sr Vp, Constituent Relations | Officer | 40 | $222,615 |
Rita M Williams Vp, Financial Services | Officer | 40 | $201,093 |
Tilghman H Moyer Exec Director Development | 40 | $169,310 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Fund Evaluation Group Llc Investment Consulting | 6/29/22 | $920,782 |
Jacobson Consulting Applications Inc Application Consulting | 6/29/22 | $625,126 |
Ruffalocody Holdings Llc Telephone Outreach Consulting | 6/29/22 | $506,888 |
One Sixty Over Ninety Llc Media Consulting/services | 6/29/22 | $548,181 |
Geo & Associates Inc Facilities Renovation | 6/29/22 | $479,879 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $167,665,686 |
| Noncash contributions included in lines 1a–1f | $6,352,963 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $167,665,686 |
| Total Program Service Revenue | $6,235,747 |
| Investment income | $56,354,711 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $27,797 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $45,079,097 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $279,111,154 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $106,685,865 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,754,561 |
| Compensation of current officers, directors, key employees. | $733,621 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $6,156,859 |
| Pension plan accruals and contributions | $344,461 |
| Other employee benefits | $879,598 |
| Payroll taxes | $531,460 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $70,697 |
| Fees for services: Accounting | $226,539 |
| Fees for services: Lobbying | $25,000 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $12,992,325 |
| Fees for services: Other | $3,047,351 |
| Advertising and promotion | $0 |
| Office expenses | $596,404 |
| Information technology | $4,743,260 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,524,252 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $8,118,853 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $270,887 |
| Insurance | $224,487 |
| All other expenses | $101,285 |
| Total functional expenses | $148,939,818 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $8,953,926 |
| Savings and temporary cash investments | $140,742,791 |
| Pledges and grants receivable | $35,692,960 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,583,932 |
| Investments—publicly traded securities | $352,562,622 |
| Investments—other securities | $861,521,329 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,324,390 |
| Total assets | $1,402,381,950 |
| Accounts payable and accrued expenses | $7,156,526 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $232,120,411 |
| Total liabilities | $239,276,937 |
| Net assets without donor restrictions | $25,398,000 |
| Net assets with donor restrictions | $1,137,707,013 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,402,381,950 |
Grants Awarded
Over the last fiscal year, University Of Arizona Foundation has awarded $106,685,865 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF ARIZONA PURPOSE: UNIV. SUPPORT | $106,538,995 |
Sells, AZ PURPOSE: GENERAL SUPPORT | $105,701 |
TUSD TUCSON UNIFIED SCHOOL DISTRICT PURPOSE: GENERAL SUPPORT | $26,169 |
Tempe, AZ PURPOSE: GENERAL SUPPORT | $15,000 |
Grants Recieved
Over the last fiscal year, we have identified 11 grants that University Of Arizona Foundation has recieved totaling $379,000.
| Awarding Organization | Amount |
|---|---|
J & C Davis Family Foundation Inc Tucson, AZ PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $100,000 |
Mary Jane M Crowe Foundation Scholarship Dallas, TX PURPOSE: UNRESTRICTED GENERAL | $100,000 |
Jolita L Arzbaecher Charitable Foundation Chicago, IL PURPOSE: ADVANCEMENT OF HEALTH CARE - INTEGRATIVE MEDICINE | $100,000 |
Benzien Family Foundation Inc Portland, OR PURPOSE: UNRESTRICTED/GENERAL OP | $20,000 |
Lisa Stuart Schmoker Family Foundation Edina, MN PURPOSE: EDUCATIONAL | $15,000 |
The Powell Foundation Houston, TX PURPOSE: DESIGNATED GRANT: GENERAL OPERATING AND SUPPORT | $15,000 |
Endowment Analysis
| Beg. Balance | $1,133,803,500 |
| Earnings | -$72,405,451 |
| Net Contributions | $91,828,175 |
| Other Expense | $42,050,409 |
| Grants | $8,195,192 |
| Ending Balance | $1,102,980,623 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Ucla Foundation Los Angeles, CA | $5,049,182,336 | $636,368,398 |
University Of California San Francisco Foundation San Francisco, CA | $3,419,389,574 | $724,265,070 |
University Of Colorado Foundation Denver, CO | $2,823,618,516 | $449,363,151 |
University Of California Berkeley Foundation Berkeley, CA | $2,480,595,373 | $338,166,506 |
Cal Poly Pomona Foundation Inc Pomona, CA | $112,439,496 | $53,807,212 |
San Diego State University Foundation San Diego, CA | $208,622,845 | $174,580,877 |
University Of Arizona Foundation Tucson, AZ | $1,402,381,950 | $279,111,154 |
Arizona State University Foundation For A New American University Tempe, AZ | $1,623,439,615 | $233,378,142 |
University Enterprises Inc Sacramento, CA | $150,298,368 | $99,291,560 |
University Of California Irvine Foundation Irvine, CA | $884,006,067 | $143,548,070 |
U C San Diego Foundation La Jolla, CA | $1,658,962,820 | $199,905,173 |
Colorado State University Foundation Fort Collins, CO | $706,044,439 | $163,322,590 |