NonprofitsUniversity Of Minnesota Foundation Investment Advisors

Education

University Of Minnesota Foundation Investment Advisors

MINNEAPOLIS, MN

Total revenue

$5.9M

Total expenses

$5.9M

Net assets

$207K

Grants received

$18K

2 grants

EIN

411931343

Tax year

2023

Mission

To provide the highest level of stewardship for university donors through professional management and oversight of the university of minnesota foundation's assets by creating a focused investment environment with clarity of purpose, appropriate flexibility, and freedom to focus on investment-related issues.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$5.9M
Investment income
Other revenue
Total revenue$5.9M

Expenses

Grants paid
Salaries & benefits$4.7M
Fundraising
Other expenses$1.2M
Total expenses$5.9M
Total assets$3.4M
Net assets$207K

People

19 listed

NameRoleCompensation

ANDREW J BEHRENS

CHIEF INVESTMENT OFFICER AND PRESIDENT

Board

$932K

40 hrs/wk

AMANDA ESCEN

CHIEF OPERATING OFFICER

Board

$288K

40 hrs/wk

DOUGLAS A NEIMANN

DIRECTOR

Board

0.4 hrs/wk

MARCIA L PAGE

DIRECTOR

Board

0.4 hrs/wk

KATHLEEN M SCHMIDLKOFER

DIRECTOR

Board

0.4 hrs/wk

THERESA B WARD

DIRECTOR

Board

0.4 hrs/wk

CHRISTINE K SEARSON

SECRETARY/TREASURER

Board

0.4 hrs/wk

PETER A VORBRICH

DIRECTOR

Board

0.4 hrs/wk

JEFFREY V BAILEY

CHAIR/DIRECTOR

Board

0.4 hrs/wk

PETER M GRANT

DIRECTOR (UNTIL 11/1/2023)

Board

0.4 hrs/wk

JACK HANSEN

DIRECTOR

Board

0.4 hrs/wk

B KRISTINE JOHNSON

DIRECTOR (UNTIL 11/1/2023)

Board

0.4 hrs/wk

SRIRAM LAKSHMINARAYANAN

DIRECTOR

Board

0.4 hrs/wk

ROSS LEVIN

DIRECTOR

Board

0.4 hrs/wk

DOUGLAS J GORENCE

CHIEF INVESTMENT OFFICER EMERITUS

Staff

$1.2M

40 hrs/wk

JEFFREY M RODGERS

INVESTMENT DIRECTOR

Staff

$601K

40 hrs/wk

DANIEL J ARLANDSON

INVESTMENT DIRECTOR

Staff

$600K

40 hrs/wk

DAVID T WALKOSZ

CONTROLLER

Staff

$246K

40 hrs/wk

GRANT LARSON

INVESTMENT ANALYST

Staff

$156K

40 hrs/wk

Independent contractors

BLOOMBERG LP

DATA SERVICES

$317K

Grants received

Showing 2 of 2

FromAmountPurposeYear
$8K
FOR SIRVS - STUDENT INITIATIVE FOR RESERVATION VET SERVICES.
2024
$10K
FOR SIRVS - STUDENT INITIATIVE FOR RESERVATION VET SERVICES.
2023

Funded by

$18K from 1 funder · 2 grants · 2023–2024

Doris Day Animal Foundation

$18K · 2 grants · 2023–2024

Details

EIN411931343
NTEE codeB114
Subsection03
Ruling date2000-06
Formed1998
Employees12
Volunteers10
UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS — Mission, Financials & Grants Received | Grantivo