NORTHERN ARIZONA UNIVERSITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

NORTHERN ARIZONA UNIVERSITY FOUNDATION

EIN 86-0193726 · Education (B110)

What they do

PROMOTE THE UNIVERSITYS MISSION, ENHANCE ITS RECOGNITION and FOSTER INVESTMENT BY ENGAGING IN MEANINGFUL RELATIONSHIPS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $63.80 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 leaders29 people are listed in the latest report.

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

Money made simple

22.91%of revenue went to mission work63.8% of expenses · Program services

8.92%of revenue went to fundraising24.8% of expenses

$35.90spent for every $100 of revenueRevenue covered expenses this year.

4.07%of revenue went to management and office costs11.3% of expenses

$12.55in assets for every $1 spent this yearSome assets cannot be spent right away.

29.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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 $353,532 for NICHOLAS LOBEJKO (CEO). 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$88,957,866

Mission workProgram services$20,381,55322.91% of revenue63.8% of expenses

ManagementOffice and general costs$3,617,6374.07% of revenue11.3% of expenses

FundraisingAsking for donations$7,935,7078.92% of revenue24.8% of expenses

Revenue left after expensesReported annual surplus$57,022,96964.10% of revenueShown in gray on the chart

Total expenses$31,934,89735.90% 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: 63.8% mission · 11.3% management · 24.8% fundraisingTotal expenses: 35.90% of revenue

2023Expense mix: 72.9% mission · 4.4% management · 22.6% fundraisingTotal expenses: 105.16% of revenue

2022Expense mix: 69.8% mission · 4.6% management · 25.6% fundraisingTotal expenses: 67.45% of revenue

2021Expense mix: 64.3% mission · 4.7% management · 31.0% fundraisingTotal expenses: 44.76% of revenue

2020Expense mix: 77.3% mission · 3.1% management · 19.6% fundraisingTotal expenses: 101.70% of revenue

2019Expense mix: 63.6% mission · 4.6% management · 31.8% fundraisingTotal expenses: 59.63% of revenue

2018Expense mix: 63.9% mission · 5.1% management · 31.0% fundraisingTotal expenses: 71.03% of revenue

2017Expense mix: 59.7% mission · 5.6% management · 34.8% fundraisingTotal expenses: 74.44% of revenue

Money in and money out

Revenue$88,957,866

Expenses$31,934,897

Annual surplus $57,022,969 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)$20,381,553 · 63.8% of expenses

Management and office costs$3,617,637 · 11.3% of expenses

Fundraising$7,935,707 · 24.8% of expenses

See all reported dollar amounts

Revenue$88,957,866

Expenses$31,934,897

Assets$400,791,572

Income$107,163,630

Contributions$26,605,130

Mission work (program services)$20,381,553

Fundraising$7,935,707

Grants given$77,965,977

Average grant$11,137,997

Management and general$3,617,637

Stocks and bonds$356,742,057

Accounting fees$307,313

Investing fees$224,201

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

NICHOLAS LOBEJKOCEO · 40 hrs/week $353,532Base $295,937 · Other $57,595

JENNIFER STEVENSONCFO (THRU 01/25) · 40 hrs/week $274,312Base $226,893 · Other $47,419

AMY LYNN PHILLIPSAVP · 40 hrs/week $254,657Base $194,982 · Other $59,675

ELIZABETH ROCKAVP · 40 hrs/week $241,694Base $193,451 · Other $48,243

NICHOLAS DOLCEAVP · 40 hrs/week $228,143Base $188,288 · Other $39,855

PETER ZEMANDIRECTOR, IT · 40 hrs/week $209,233Base $171,710 · Other $37,523

PAMELA RAMOSDIRECTOR, UNIVERSITY DEVELOPMENT · 40 hrs/week $188,291Base $147,965 · Other $40,326

KAREN STALEYDIRECTOR, UNIVERSITY DEVELOPMENT · 40 hrs/week $164,656Base $127,911 · Other $36,745

SHANNAN RICEAVP, PLANNED GIVING · 40 hrs/week $160,019Base $123,135 · Other $36,884

LEAH BLOOMDIRECTOR, UNIVERSITY DEVELOPMENT · 40 hrs/week $146,322Base $130,494 · Other $15,828

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 (29)

NICHOLAS LOBEJKOCEO

JENNIFER STEVENSONCFO (THRU 01/25)

AMY LYNN PHILLIPSAVP

ELIZABETH ROCKAVP

NICHOLAS DOLCEAVP

PETER ZEMANDIRECTOR, IT

PAMELA RAMOSDIRECTOR, UNIVERSITY DEVELOPMENT

KAREN STALEYDIRECTOR, UNIVERSITY DEVELOPMENT

SHANNAN RICEAVP, PLANNED GIVING

LEAH BLOOMDIRECTOR, UNIVERSITY DEVELOPMENT

BOB BEMENTDIRECTOR

VICTORIA FIMEACHAIR

TONY TEWELISDIRECTOR

TIM KINNEYDIRECTOR

THOMAS PERKINSDIRECTOR

TERESA BARTELSDIRECTOR

BILL HEIBELDIRECTOR

ROBIN BRAUNTREASURER

ROBERT BRAUDYDIRECTOR

RICK RODRIQUEZDIRECTOR

GEORGE ADAMSDIRECTOR

BOOKER EVANSDIRECTOR

DAVE FRANKEPAST CHAIR

DON BROOKSDIRECTOR

LISA BAGWELLVICE CHAIR

AMY PENASECRETARY

KATRINA ROGERSDIRECTOR

ERIC BAKERDIRECTOR

JOSEPH WAGNERCFO (AS OF 06/25)

About this charity

Recognized since: January 1965
Location: 620 S KNOLES, FLAGSTAFF, AZ 86011-0001
County: Coconino
In care of: % NORTHERN AZ UNIVERSITY
Primary officer: JOSEPH WAGNER, CFO

How to reach them

WebsiteVisit the charity’s website Phone(928) 523-2012

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B110)
Grant-giving organization: Yes