Nonprofit · EIN 86-0193726
NORTHERN ARIZONA UNIVERSITY FDN INC
Tax-exempt · FLAGSTAFF, AZ 86011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $88,957,866 | $31,934,897 | $57,022,969 | $400,791,572 | $60,757,117 | $340,034,455 |
| June 30, 2024 | 990 | $27,171,193 | $28,573,572 | -$1,402,379 | $310,465,288 | $53,077,858 | $257,387,430 |
| June 30, 2023 | 990 | $31,285,827 | $21,102,028 | $10,183,799 | $285,389,624 | $46,722,052 | $238,667,572 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,605,130
- Program service revenue
- $152,810
- Investment income
- $61,115,745
- Royalties
- $936,220
- Net gain from sales of assets
- $55,859,911
- Net income from fundraising events
- $47,574
- Other revenue
- $1,084,181
Expenses
- Grants and similar amounts paid
- $19,740,674
- Compensation of officers, directors and key employees
- $1,142,714
- Other salaries and wages
- $1,028,698
- Salaries, compensation and benefits (total)
- $3,789,303
- Professional fundraising fees
- $44,000
- Legal fees
- $82,045
- Accounting fees
- $307,313
- Occupancy
- $90,880
- Travel
- $161,272
- Program services (functional)
- $20,381,553
- Management and general (functional)
- $3,617,637
- Fundraising (functional)
- $7,935,707
Balance sheet and other
- Total assets, start of year
- $310,465,288
- Total assets, end of year
- $400,791,572
- Total liabilities, end of year
- $60,757,117
- Net assets, end of year
- $340,034,455
- Publicly traded securities
- $356,742,057
- Net assets without donor restrictions
- $67,527,213
- Net assets with donor restrictions
- $272,507,242
- Gross receipts
- $107,163,630
- Employees
- 39
- Volunteers
- 900
- Year formed
- 1959
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHOLAS LOBEJKO | CEO Officer | 40 | $295,937 | $57,595 |
| JENNIFER STEVENSON | CFO (THRU 01/25) Officer | 40 | $226,893 | $47,419 |
| AMY LYNN PHILLIPS | AVP Key employee | 40 | $194,982 | $59,675 |
| ELIZABETH ROCK | AVP Key employee | 40 | $193,451 | $48,243 |
| NICHOLAS DOLCE | AVP Key employee | 40 | $188,288 | $39,855 |
| PETER ZEMAN | DIRECTOR, IT Highest-paid employee | 40 | $171,710 | $37,523 |
| PAMELA RAMOS | DIRECTOR, UNIVERSITY DEVELOPMENT Highest-paid employee | 40 | $147,965 | $40,326 |
| KAREN STALEY | DIRECTOR, UNIVERSITY DEVELOPMENT Highest-paid employee | 40 | $127,911 | $36,745 |
| SHANNAN RICE | AVP, PLANNED GIVING Highest-paid employee | 40 | $123,135 | $36,884 |
| LEAH BLOOM | DIRECTOR, UNIVERSITY DEVELOPMENT Highest-paid employee | 40 | $130,494 | $15,828 |
| JOSEPH WAGNER | CFO (AS OF 06/25) Officer | 40 | $0 | $0 |
| VICTORIA FIMEA | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| LISA BAGWELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROBIN BRAUN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| AMY PENA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE FRANKE | PAST CHAIR Trustee or director, Officer | 0.5 | $0 |
| GEORGE ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| BOB BEMENT | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BRAUDY | DIRECTOR Trustee or director | 1.5 | $0 |
| DON BROOKS | DIRECTOR Trustee or director | 1 | $0 |
| BOOKER EVANS | DIRECTOR Trustee or director | 3 | $0 |
| BILL HEIBEL | DIRECTOR Trustee or director | 1 | $0 |
| TIM KINNEY | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS PERKINS | DIRECTOR Trustee or director | 1 | $0 |
| RICK RODRIQUEZ | DIRECTOR Trustee or director | 3 | $0 |
| KATRINA ROGERS | DIRECTOR Trustee or director | 1 | $0 |
| TONY TEWELIS | DIRECTOR Trustee or director | 1 | $0 |
| TERESA BARTELS | DIRECTOR Trustee or director | 1 | $0 |
| ERIC BAKER | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTORIA FIMEA | CHAIR Trustee or director, Officer | 6 | $0 |
| LISA BAGWELL | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| ROBIN BRAUN | TREASURER Trustee or director, Officer | 3 | $0 |
| AMY PENA | SECRETARY Trustee or director, Officer | 2 | $0 |
| DAVE FRANKE | PAST CHAIR Trustee or director, Officer | 0.5 | $0 |
| GEORGE ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| BOB BEMENT | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT BRAUDY | DIRECTOR Trustee or director | 1.5 | $0 |
| DON BROOKS | DIRECTOR Trustee or director | 1 | $0 |
| BOOKER EVANS | DIRECTOR Trustee or director | 1 | $0 |
| BILL HEIBEL | DIRECTOR Trustee or director | 3 | $0 |
| TIM KINNEY | DIRECTOR Trustee or director | 1 | $0 |
| SANDY OWENS THRU 092023 | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS PERKINS | DIRECTOR Trustee or director | 1 | $0 |
| RICK RODRIQUEZ | DIRECTOR Trustee or director | 3 | $0 |
| KATRINA ROGERS | DIRECTOR Trustee or director | 1 | $0 |
| TONY TEWELIS | DIRECTOR Trustee or director | 1 | $0 |
| TERESA BARTELS | DIRECTOR Trustee or director | 1 | $0 |
| ERIC BAKER | DIRECTOR Trustee or director | 1.5 | $0 |
| NICK LOBEJKO | CEO Officer | 20 | $0 |
| JENNIFER STEVENSON | CFO Officer | 40 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MS CHRISTY FARLEY | INTERIM CEO (THRU 10/2022) Officer | 13 | $94,032 | $18,307 |
| MR NICK LOBEJKO | CEO (AS OF 11/2022) Officer | 20 | $34,840 | $1,108 |
| MR DAVE FRANKE | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MS VICTORIA FIMEA | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| VADM ROBIN BRAUN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MS AMY PENA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MS BARBARA MCCLOUD | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MR GEORGE ADAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MS LISA BAGWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BOB BEMENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR ROBERT BRAUDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MR DON BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BOOKER EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR DICK GERKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BILL HEIBEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MR TIM KINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS SANDY OWEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR THOMAS PERKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MR RICK RODRIQUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS KATRINA ROGERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR TONY TEWELIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS TERESA BARTELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR ERIC BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS JENNIFER STEVENSON | CFO Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 620 S KNOLES, FLAGSTAFF, AZ 86011-0001
- In care of
- % NORTHERN AZ UNIVERSITY
- Principal officer (990 for 2024)
- NICHOLAS LOBEJKO, 620 S KNOLES, FLAGSTAFF, AZ 86011
- Signed the 990
- JOSEPH WAGNER, CFO
- Phone
- (928) 523-2012
- Website
- FOUNDATIONNAU.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ADVANCE THE UNIVERSITY THROUGH FOSTERING RELATIONSHIPS, INSPIRING INVESTMENT AND STEWARDSHIP.
Program accomplishments
- THE NORTHERN ARIZONA UNIVERSITY FOUNDATION ("NAUF") IS DEDICATED TO ADVANCING THE UNIVERSITY THROUGH FOSTERING RELATIONSHIPS, INSPIRING INVESTMENT, AND PROVIDING STEWARDSHIP. NAUF HAS HAD ONE OF ITS LARGEST FUNDRAISING YEARS IN HISTORY, PROPELLING THE UNIVERSITY IN TRANSFORMINGLIVES AND ENRICHING COMMUNITIES. DONOR ENDOWMENTS PROVIDED OVER $4 MILLION TO SUPPORT NAU, ADVANCING ACADEMIC MOMENTUM, SUPPORTING STUDENT SUCCESS, IMPROVING POST-COLLEGE OUTCOMES, AND BRINGING VITALITY TO THE ECONOMY AND COMMUNITIES OF ARIZONA AND BEYOND. TO EMPOWER STUDENTS AND HELP THEM ACHIEVE THEIR ASPIRATIONS, THE NAUF AWARDED OVER 2,300 OR OVER $4 MILLION IN SCHOLARSHIPS. APPROXIMATELY $22 MILLION IN DONOR INVESTMENTS SUPPORTED NAU'S COLLEGES AND DEPARTMENTS, REFLECTING THE UNIVERSITY'S DISTINCTIVE EXCELLENCE OF HIGH-QUALITY ACADEMIC PROGRAMS, EXPERIENTIAL LEARNING OPPORTUNITIES, AND MISSION-DRIVEN FACULTY AND STAFF, EQUIPPING LUMBERJACKS WITH THE KNOWLEDGE AND SKILLS FOR A THRIVING FUTURE.Expenses $20,381,553 · grants $19,740,674 · revenue $152,810
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0193726
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $400,791,572
- Income (IRS master file)
- $107,163,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $88,957,866 | $31,934,897 | $400,791,572 | IRS |
| 990 | June 2024 | $27,171,193 | $28,573,572 | $310,465,288 | XML |
| 990 | June 2023 | $31,285,827 | $21,102,028 | $285,389,624 | XML |
| 990 | June 2022 | $37,761,443 | $16,901,278 | $256,288,832 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0193726).
Questions about NORTHERN ARIZONA UNIVERSITY FDN INC
- What is the EIN of NORTHERN ARIZONA UNIVERSITY FDN INC?
- The employer identification number (EIN) of NORTHERN ARIZONA UNIVERSITY FDN INC is 86-0193726.
- Is NORTHERN ARIZONA UNIVERSITY FDN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to NORTHERN ARIZONA UNIVERSITY FDN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN ARIZONA UNIVERSITY FDN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHERN ARIZONA UNIVERSITY FDN INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN ARIZONA UNIVERSITY FDN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORTHERN ARIZONA UNIVERSITY FDN INC?
- The 990 for the year ended June 30, 2025 names NICHOLAS LOBEJKO.
- Who are the officers and directors of NORTHERN ARIZONA UNIVERSITY FDN INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 10 received compensation from the organization, the highest $295,937 (NICHOLAS LOBEJKO, CEO).
- How much revenue does NORTHERN ARIZONA UNIVERSITY FDN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $88,957,866, expenses of $31,934,897 and total assets of $400,791,572 at year end.
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