The University of Texas Texas A M Investment Management Company
87% goes to programs Strong reserves Growing revenue
The University of Texas Texas A M Investment Management Company is a 501(c)(3) organization based in Austin, Texas, registered in 1996, with $74,623,739 in FY2023 revenue. CharityIndex grades it A, and it directs about 87% of spending to programs.
210 West 7th Street Suite 1700, Austin, TX, 78701 EIN 74-2765082 Since 1996
Revenue (FY2023)
$74.6M
▲ 6.5% vs prior year
Education median: $200K
Expenses (FY2023)
$61.4M
Net assets
$41.3M
Employees
153
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
AProgram efficiency40% of the rating87% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For The University of Texas Texas A M Investment Management Company: 87% to programs earns a A on this criterion. See the exact thresholds →
AFinancial health25% of the rating8 mo reserves · +18% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The University of Texas Texas A M Investment Management Company: 8 mo reserves · +18% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For The University of Texas Texas A M Investment Management Company: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The University of Texas Texas A M Investment Management Company: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
To provide professional investment management and related services for the funds under management and control of the board of regents of the university of texas system.
Contact & location
- Address
- 210 West 7th Street Suite 1700, Austin, TX, 78701
- City
- Austin
- State
- Texas
- Category
- Education
- Subcategory
- Colleges & Universities
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $50.2M (FY2019) to $74.6M (FY2023) across 5 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $39.2MNet assets $41.3M
Operating margin
17.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$80.4M
Total liabilities
$39.2M
Net assets
$41.3M
Salaries & benefits
$46.4M
75% of expenses
Board members
9
8 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $74,623,739▲6.5% | $61,426,165▼11.0% | $41,258,372▲47.0% | $80,442,399▲14.8% | 990 |
| 2022 | $70,085,321▲15.2% | $68,990,772▲30.8% | $28,060,798▲4.0% | $70,057,072▲8.5% | 990 |
| 2021 | $60,850,634▲9.4% | $52,732,252▼5.3% | $26,987,070▲8.1% | $64,562,324▲24.0% | 990 |
| 2020 | $55,635,723▲10.7% | $55,661,178▲17.7% | $24,970,620▼0.1% | $52,069,429▲11.1% | 990 |
| 2019 | $50,244,074 | $47,290,696 | $24,996,075 | $46,869,712 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Richard L Hall — $4,050,977 (6.59% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Richard L Hall | President, Chief Executive Officer and Chief Investment Officer | 40 | $4,050,977 |
| Thomas Britton Harris IV | President and Chief Executive Officer | 0 | $2,718,358 |
| Rodney R Ruebsahm | Senior Managing Director - Investments | 40 | $1,977,801 |
| Susan Chen | Senior Managing Director - Investments | 40 | $1,631,604 |
| Patrick Pace | Managing Director - Investments | 40 | $1,596,152 |
| Edward Lewis | Senior Managing Director - Investments | 40 | $1,512,762 |
| Courtney Powers | Managing Director - Investments | 40 | $1,309,264 |
| Anthony Caruso | Managing Director - Investments | 40 | $1,109,361 |
| Amanda Hopper | Managing Director - Investments | 40 | $1,075,353 |
| Mukund Joshi | Managing Director - Investments | 40 | $959,221 |
| Kenneth Standley | Senior Director - Investments | 40 | $876,338 |
| Timothy Jones | Senior Director - Risk Managment | 40 | $828,870 |
| Carolina De Onis | General Counsel & Chief Compliance Officer | 40 | $798,567 |
| Uziel Yoeli | Managing Director - Risk Management | 40 | $791,942 |
| Craig Thomas | Managing Director - Investments | 40 | $773,945 |
| Edward Morris | Senior Director-investments | 40 | $753,100 |
| James R Kampfe | Managing Director - Investments | 40 | $752,360 |
| Joan Moeller | Coo, Corp. Secretary & Treasurer | 40 | $741,433 |
| Kyle Burhop | Senior Director - Investments | 40 | $731,792 |
| Brad Mccarter | Senior Director - Investments | 40 | $698,639 |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Bloomberg LP | Financial Services | $1,189,801 |
| National Systems America LP | It Consulting | $359,144 |
| The Burgiss Group LLC | Online Data/subscription Services | $109,699 |
| David Barrett Partners LLC | Hiring Consultants | $105,970 |
Grants received · $402K total
3 grants to The University of Texas Texas A M Investment Management Company totaling $402K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $100,000 |
| Austin Community Foundation | Dino pit endowment fund donation | 2020 | $201,000 |
| Austin Community Foundation | Dino pit fund | 2019 | $101,000 |
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Frequently asked questions
- Is The University of Texas Texas A M Investment Management Company a legitimate nonprofit?
- Yes. The University of Texas Texas A M Investment Management Company is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 74-2765082, based in Austin, Texas. Donations are tax-deductible.
- What is The University of Texas Texas A M Investment Management Company's EIN?
- The University of Texas Texas A M Investment Management Company's Employer Identification Number (EIN) is 74-2765082.
- How much revenue does The University of Texas Texas A M Investment Management Company report?
- The University of Texas Texas A M Investment Management Company reported $74,623,739 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of The University of Texas Texas A M Investment Management Company's spending goes to programs?
- The University of Texas Texas A M Investment Management Company spends about 87% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does The University of Texas Texas A M Investment Management Company have?
- CharityIndex grades The University of Texas Texas A M Investment Management Company A, based on program efficiency and fundraising cost.
- How much does The University of Texas Texas A M Investment Management Company's highest-paid employee make?
- The highest reported compensation on The University of Texas Texas A M Investment Management Company's latest Form 990 is $4,050,977, paid to Richard L Hall (President, Chief Executive Officer and Chief Investment Officer).
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Data for The University of Texas Texas A M Investment Management Company (EIN 74-2765082) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.