Form 990 for tax year 2022
Filed by NORTHERN ARIZONA UNIVERSITY FDN INC.
Totals
- Total revenue
- $31,285,827
- Total expenses
- $21,102,028
- Contributions and grants received
- $20,692,418
- Grants paid
- $14,723,018
- Program services expenses (Part IX)
- $14,723,110
- Management and general expenses
- $974,561
- Fundraising expenses
- $5,404,357
- Program service expenses (Part III)
- $14,723,110
Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MR DAVE FRANKE
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
MS VICTORIA FIMEA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
VADM ROBIN BRAUN
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
MS AMY PENA
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
MS BARBARA MCCLOUD
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MR GEORGE ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MS LISA BAGWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR BOB BEMENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR ROBERT BRAUDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MR DON BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR BOOKER EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR DICK GERKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR BILL HEIBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MR TIM KINNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS SANDY OWEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR THOMAS PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MR RICK RODRIQUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS KATRINA ROGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR TONY TEWELIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS TERESA BARTELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR ERIC BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS CHRISTY FARLEY
INTERIM CEO (THRU 10/2022)
- Total calculated
- $112,339
- From this org
- $94,032
- From related orgs
- $0
- Other
- $18,307
- Hours/week
- 13
Schedule J breakdown matched by us
- Base
- $94,032
- Bonus
- $0
- Other
- $0
- Deferred
- $11,796
- Nontaxable benefits
- $6,513
- Filer's total
- $112,341
-
MR NICK LOBEJKO
CEO (AS OF 11/2022)
- Total calculated
- $35,948
- From this org
- $34,840
- From related orgs
- $0
- Other
- $1,108
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $34,840
- Bonus
- $0
- Other
- $0
- Deferred
- $350
- Nontaxable benefits
- $759
- Filer's total
- $35,949
-
MS JENNIFER STEVENSON
CFO
- Total calculated
- $0
- Hours/week
- 40
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 — 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
None.
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, PART VII
- CHRISTY FARLEY, TOP MANAGEMENT OFFICIAL, WAS PAID BY NORTHERN ARIZONA UNIVERSITY, AN UNRELATED ORGANIZATION FOR SERVICES PROVIDED TO NAU FOUNDATION. CHRISTY FARLEY'S COMPENSATION WAS NOT REIMBURSED TO NAU. THE TOTAL CALENDAR YEAR COMPENSATION PAID BY NAU FOR CHRISTY FARLEY, CEO THROUGH 10/2022, WAS $340,427. THIS AMOUNT WAS COMPRISED OF BASE COMPENSATION OF $284,944, DEFERRED COMPENSATION OF $35,745, AND NONTAXABLE BENEFITS OF $19,738. AS REPORTED ON PART VII OF THE 990, ON AVERAGE, ONLY ABOUT 13 HOURS A WEEK WERE DEDICATED TO THE FOUNDATION. THE REST OF CHRISTY'S TIME WAS DEDICATED TO NAU. NICK LOBEJKO, TOP MANAGEMENT OFFICIAL BEGINNING IN NOVEMBER OF 2022, WAS COMPENSATED BY NORTHERN ARIZONA UNIVERSITY, AN UNRELATED ORGANIZATION FOR SERVICES PROVIDED TO NAU FOUNDATION. NICK LOBEJKO'S COMPENSATION WAS NOT REIMBURSED BY NAUF. THE TOTAL CALENDAR YEAR COMPENSATION PAID BY NAU FOR NICK LOBEJKO, CEO BEGINNING 11/2022, WAS $71,899. THIS AMOUNT WAS COMPRISED OF BASE COMPENSATION OF $69,681, DEFERRED COMPENSATION OF $699, AND NONTAXABLE BENEFITS OF $1,519. AS REPORTED ON PART VII OF THE 990, ON AVERAGE, ONLY ABOUT 20 HOURS A WEEK WERE DEDICATED TO THE FOUNDATION. THE REST OF NICK'S TIME WAS DEDICATED TO NAU.
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
-
$10,748,541
EDUCATION SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400399349300045
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