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Nonprofiteer
← NATIONAL UNIVERSITY FOUNDATION

Form 990 for tax year 2023

Filed by NATIONAL UNIVERSITY FOUNDATION.

Totals

Total revenue
$112,680
Total expenses
$0
Contributions and grants received
$112,680
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$112,680
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$112,680
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $112,680

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $0 · end of year $112,680

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $112,680

Mission and programs · 2023

Mission

CREATING AND NURTURING A CULTURE OF GIVING AND PHILANTHROPY THAT EXTENDS TO OUR STAFF, FACULTY, STUDENTS, GRADUATES, AND COMMUNITY PARTNERS. A CULTURE OF SHARED VALUES AND COLLECTIVE IMPACT, WHERE EVERY COMMUNITY MEMBER AND EVERY CONTRIBUTION STRENGTHENS OUR EDUCATIONAL MISSION AND BUILDS A LEGACY OF COMPASSION AND INNOVATION.

Activities or mission (Part I)

CREATING AND NURTURING A CULTURE OF GIVING AND PHILANTHROPY THAT EXTENDS TO OUR STAFF, FACULTY, STUDENTS, GRADUATES, AND COMMUNITY PARTNERS. A CULTURE OF SHARED VALUES AND COLLECTIVE IMPACT, WHERE EVERY COMMUNITY MEMBER AND EVERY CONTRIBUTION STRENGTHENS OUR EDUCATIONAL MISSION AND BUILDS A LEGACY OF COMPASSION AND INNOVATION. IN AUGUST 2023 SYSTEM MANAGEMENT GROUP CHANGED ITS NAME TO NATIONAL UNIVERSITY FOUNDATION (NUF) WITH FUNDRAISING ACTIVITY COMMENCING IN 2024.

  • IN AUGUST 2023 SYSTEM MANAGEMENT GROUP CHANGED ITS NAME TO NATIONAL UNIVERSITY FOUNDATION (NUF) WITH ACTIVITY COMMENCING IN 2024 TO CONDUCT CHARITABLE FUNDRAISING OR OTHER ACTIVITIES ASSOCIATED FOR THE SUPPORT OF NATIONAL UNIVERSITY AND ITS AFFILIATES, AND TO MANAGE PHILANTHROPIC ASSETS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Mark Milliron

    PRESIDENT AND CEO

    Total calculated
    $1,021,947
    From this org
    $0
    From related orgs
    $983,556
    Other
    $38,391
    Hours/week
    3 + 45.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $801,806 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $101,750 related
    Deferred
    $0 + $9,333 related
    Nontaxable benefits
    $0 + $29,058 related
    Filer's total
    $0 + $1,021,947 related

  • Jeanne Connelly

    CHAIR (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1 + 3.5 related

  • Richard Chisholm

    TREASURER (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1 + 3.5 related

  • Thomas Topuzes

    SECRETARY (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1 + 3.5 related

  • Nancy Rohland

    EXECUTIVE DIRECTOR

    Total calculated
    $345,045
    From this org
    $0
    From related orgs
    $310,108
    Other
    $34,937
    Hours/week
    3 + 45.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,401 related
    Bonus
    $0 + $27,707 related
    Other
    $0
    Deferred
    $0 + $14,061 related
    Nontaxable benefits
    $0 + $20,876 related
    Filer's total
    $0 + $345,045 related

  • Dave C Lawrence

    CFO (THRU 4/24)

    Total calculated
    $452,629
    From this org
    $0
    From related orgs
    $409,308
    Other
    $43,321
    Hours/week
    3 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,948 related
    Bonus
    $0 + $35,360 related
    Other
    $0
    Deferred
    $0 + $22,445 related
    Nontaxable benefits
    $0 + $20,876 related
    Filer's total
    $0 + $452,629 related

  • Karen Whitney

    CFO (AS OF 5/24)

    Total calculated
    $473,496
    From this org
    $0
    From related orgs
    $419,956
    Other
    $53,540
    Hours/week
    3 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,516 related
    Bonus
    $0 + $37,440 related
    Other
    $0
    Deferred
    $0 + $22,938 related
    Nontaxable benefits
    $0 + $30,602 related
    Filer's total
    $0 + $473,496 related

  • Michelle Bello

    ASSISTANT SECRETARY

    Total calculated
    $373,115
    From this org
    $0
    From related orgs
    $335,396
    Other
    $37,719
    Hours/week
    3 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,070 related
    Bonus
    $0 + $30,326 related
    Other
    $0
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $14,619 related
    Filer's total
    $0 + $373,115 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
NATIONAL UNIVERSITY FOUNDATION (NUF) HAS NO PAID EMPLOYEES. THE COMPENSATION SHOWN IS PAID BY NATIONAL UNIVERSITY (NU) FOR EMPLOYEES OF NU, AN AFFILIATE OF NUF, WHO SHARES COMMON LEADERSHIP OR OFFICERS.
PART I, LINE 7
OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATION ARE ELIGIBLE FOR BONUSES. BONUSES ARE AWARDED WITHIN A SPECIFIED RANGE IN THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND ARE BASED ON ACHIEVING GOALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202541219349301969

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