AUBURN UNIVERSITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

AUBURN UNIVERSITY FOUNDATION

EIN 63-6022422 · Education (B110)

What they do

THE ORGANIZATION OPERATES for THE EXCLUSIVE BENEFIT of AUBURN UNIVERSITY, AN EDUCATIONAL, LAND-GRANT INSTITUTION WHICH is TAX EXEMPT UNDER IRC SECTION 115.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders38 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

55.86%of revenue went to mission work86.9% of expenses · Program services

3.43%of revenue went to fundraising5.3% of expenses

$64.30spent for every $100 of revenueRevenue covered expenses this year.

5.01%of revenue went to management and office costs7.8% of expenses

$14.51in assets for every $1 spent this yearSome assets cannot be spent right away.

69.9%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $454,283 for ROBERT WELLBAUM (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$127,082,174

Mission workProgram services$70,990,01955.86% of revenue86.9% of expenses

ManagementOffice and general costs$6,361,9455.01% of revenue7.8% of expenses

FundraisingAsking for donations$4,360,7113.43% of revenue5.3% of expenses

Revenue left after expensesReported annual surplus$45,369,49935.70% of revenueShown in gray on the chart

Total expenses$81,712,67564.30% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.9% mission · 7.8% management · 5.3% fundraisingTotal expenses: 64.30% of revenue

2023Expense mix: 88.3% mission · 6.3% management · 5.4% fundraisingTotal expenses: 54.34% of revenue

2022Expense mix: 91.0% mission · 4.5% management · 4.5% fundraisingTotal expenses: 59.00% of revenue

2021Expense mix: 93.2% mission · 3.4% management · 3.4% fundraisingTotal expenses: 56.03% of revenue

2020Expense mix: 94.6% mission · 2.7% management · 2.8% fundraisingTotal expenses: 75.91% of revenue

2019Expense mix: 92.4% mission · 3.8% management · 3.8% fundraisingTotal expenses: 77.34% of revenue

2018Expense mix: 90.0% mission · 4.3% management · 5.7% fundraisingTotal expenses: 80.76% of revenue

2017Expense mix: 92.1% mission · 2.8% management · 5.0% fundraisingTotal expenses: 109.66% of revenue

Money in and money out

Revenue$127,082,174

Expenses$81,712,675

Annual surplus $45,369,499 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$70,990,019 · 86.9% of expenses

Management and office costs$6,361,945 · 7.8% of expenses

Fundraising$4,360,711 · 5.3% of expenses

See all reported dollar amounts

Revenue$127,082,174

Expenses$81,712,675

Assets$1,186,034,779

Income$313,267,029

Contributions$88,768,365

Mission work (program services)$70,990,019

Fundraising$4,360,711

Grants given$405,521,389

Average grant$5,793,163

Management and general$6,361,945

Stocks and bonds$393,217,988

Accounting fees$109,690

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERT WELLBAUMPRESIDENT · 10 hrs/week $454,283Base $392,492 · Other $61,791

ERIN LEWISCHIEF OPERATIONS OFFICER · 10 hrs/week $323,591Base $270,559 · Other $53,032

MARGARET ARNOLDVICE PRESIDENT · 6 hrs/week $274,346Base $228,831 · Other $45,515

WILLIAM WILLIAMS THRU 072025EXEC. DIRECTOR, REGIONAL DEVELOPMENT · 4 hrs/week $267,033Base $227,822 · Other $39,211

DANIEL SASSERCHIEF ENGAGEMENT OFFICER · 4 hrs/week $228,926Base $188,769 · Other $40,157

WILLIAM HUGHESCHIEF FINANCIAL OFFICER · 20 hrs/week $220,347Base $180,538 · Other $39,809

ALESIA DAVENPORTSR DIRECTOR, GIFT PLANNING · 4 hrs/week $216,481Base $186,281 · Other $30,200

REGENA ISBELLASSISTANT TREASURER · 22 hrs/week $184,633Base $155,218 · Other $29,415

HAWKEN BRACKETT THRU 0625EXEC. DIRECTOR ALUMNI ENGAGEMENT · 4 hrs/week $181,381Base $147,208 · Other $34,173

KEVIN HARDEESR MAJOR GIFTS OFFICER · 4 hrs/week $158,866Base $140,591 · Other $18,275

LEE SHEPPARDASSISTANT TREASURER · 22 hrs/week $138,578Base $112,707 · Other $25,871

SHAUNA MONROEASSISTANT TREASURER · 20 hrs/week $121,626Base $91,944 · Other $29,682

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

ROBERT WELLBAUMPRESIDENT

ERIN LEWISCHIEF OPERATIONS OFFICER

MARGARET ARNOLDVICE PRESIDENT

WILLIAM WILLIAMS THRU 072025EXEC. DIRECTOR, REGIONAL DEVELOPMENT

DANIEL SASSERCHIEF ENGAGEMENT OFFICER

WILLIAM HUGHESCHIEF FINANCIAL OFFICER

ALESIA DAVENPORTSR DIRECTOR, GIFT PLANNING

REGENA ISBELLASSISTANT TREASURER

HAWKEN BRACKETT THRU 0625EXEC. DIRECTOR ALUMNI ENGAGEMENT

KEVIN HARDEESR MAJOR GIFTS OFFICER

LEE SHEPPARDASSISTANT TREASURER

SHAUNA MONROEASSISTANT TREASURER

WANDA SPEROWSECRETARY

LAUREL HENDRIXASSITANT SECRETARY

MERIDITH COLLARI BEG 0125CHIEF INFORMATION SECURITY OFFICER

RANDY CHASEDIRECTOR

DAN ARNOLDDIRECTOR

DAN DAVIDSONDIRECTOR

BRAD CORSONDIRECTOR

TEE GREENDIRECTOR

STEVE CATESDIRECTOR

SHIRLEY BOULWAREDIRECTOR

GREG WINCHESTERDIRECTOR

SARAH BROWNDIRECTOR

BEAU BYRDDIRECTOR

REGENIA SANDERSDIRECTOR

JOE COWANDIRECTOR

KEN HENDERSONDIRECTOR

PAUL JACOBSONDIRECTOR, PAST CHAIR

PAT HENRYVICE CHAIR

NICOLE FAULKDIRECTOR

NICK DAVISDIRECTOR

CONNIE NEVILLEDIRECTOR

MARK FORCHETTEDIRECTOR

BETH STUKESCHAIR

JOHN STEINPRESIDENT

KATH CARTERTREASURER

LACEY LEWISDIRECTOR

About this charity

Recognized since: January 1960
Location: PO BOX 3140, AUBURN, AL 368313140
County: Lee
In care of: ROBERT WELLBAUM
Primary officer: ROBERT WELLBAUM, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(334) 844-7048

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: WARREN AVERETT LLC
NTEE classification: Education (B110)
Grant-giving organization: Yes