THE UNIVERSITY OF TEXASTEXAS A&M INVESTMENT MANAGEMENT COMPANY Charity Report

Public IRS 990 nonprofit record

THE UNIVERSITY OF TEXASTEXAS A&M INVESTMENT MANAGEMENT COMPANY

EIN 74-2765082 · Education (B43B)

What they do

to Generate Superior Long-term Investment Returns to Support The University of Texas and Texas A&M University Systems As They Provide World-class Teaching, Push The Boundaries of Discovery, and Achieve Excellence In Patient Healthcare for The People of Texas and Beyond.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.60%of revenue went to mission work88.6% of expenses · Program services

$92.07spent for every $100 of revenueRevenue covered expenses this year.

10.47%of revenue went to management and office costs11.4% of expenses

$1.09in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $5,162,911 for RICHARD L HALL (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVES). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$83,024,768

Mission workProgram services$67,747,73481.60% of revenue88.6% of expenses

ManagementOffice and general costs$8,690,96610.47% of revenue11.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$6,586,0687.93% of revenueShown in gray on the chart

Total expenses$76,438,70092.07% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.6% mission · 11.4% management · 0.0% fundraisingTotal expenses: 92.07% of revenue

2023Expense mix: 86.6% mission · 13.4% management · 0.0% fundraisingTotal expenses: 82.31% of revenue

2022Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 98.44% of revenue

2021Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 86.66% of revenue

2020Expense mix: 86.4% mission · 13.6% management · 0.0% fundraisingTotal expenses: 100.05% of revenue

2019Expense mix: 86.6% mission · 13.4% management · 0.0% fundraisingTotal expenses: 94.12% of revenue

Money in and money out

Revenue$83,024,768

Expenses$76,438,700

Annual surplus $6,586,068 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$67,747,734 · 88.6% of expenses

Management and office costs$8,690,966 · 11.4% of expenses

See all reported dollar amounts

Revenue$83,024,768

Expenses$76,438,700

Assets$83,298,040

Income$83,052,264

Contributions$10,000

Mission work (program services)$67,747,734

Management and general$8,690,966

Accounting fees$125,845

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RICHARD L HALLPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVES · 40 hrs/week $5,162,911Base $2,633,534 · Other $2,529,377

RODNEY R RUEBSAHMSENIOR MANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $2,833,578Base $1,391,718 · Other $1,441,860

SUSAN CHENSENIOR MANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $2,504,016Base $1,106,295 · Other $1,397,721

EDWARD LEWISSENIOR MANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $2,203,894Base $1,026,261 · Other $1,177,633

PATRICK PACESENIOR MANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $2,160,852Base $1,019,815 · Other $1,141,037

COURTNEY POWERSMANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $1,939,008Base $930,226 · Other $1,008,782

ANTHONY CARUSOMANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $1,853,523Base $844,131 · Other $1,009,392

AMANDA HOPPERMANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $1,715,106Base $739,486 · Other $975,620

JOAN MOELLERCOO, CORP. SECRETARY & TREASURER · 40 hrs/week $1,576,519Base $757,747 · Other $818,772

MUKUND JOSHIMANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $1,507,359Base $684,625 · Other $822,734

CRAIG THOMASMANAGING DIRECTOR - INVESTMENTS · 40 hrs/week $1,488,267Base $641,104 · Other $847,163

UZIEL YOELIMANAGING DIRECTOR - RISK MANAGEMENT · 40 hrs/week $1,400,663Base $656,356 · Other $744,307

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

RICHARD L HALLPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVES

RODNEY R RUEBSAHMSENIOR MANAGING DIRECTOR - INVESTMENTS

SUSAN CHENSENIOR MANAGING DIRECTOR - INVESTMENTS

EDWARD LEWISSENIOR MANAGING DIRECTOR - INVESTMENTS

PATRICK PACESENIOR MANAGING DIRECTOR - INVESTMENTS

COURTNEY POWERSMANAGING DIRECTOR - INVESTMENTS

ANTHONY CARUSOMANAGING DIRECTOR - INVESTMENTS

AMANDA HOPPERMANAGING DIRECTOR - INVESTMENTS

JOAN MOELLERCOO, CORP. SECRETARY & TREASURER

MUKUND JOSHIMANAGING DIRECTOR - INVESTMENTS

CRAIG THOMASMANAGING DIRECTOR - INVESTMENTS

UZIEL YOELIMANAGING DIRECTOR - RISK MANAGEMENT

CAROLINA DE ONISGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

JAMES R KAMPFEMANAGING DIRECTOR - INVESTMENTS

KENNETH STANDLEYSENIOR DIRECTOR - INVESTMENTS

TIMOTHY JONESSENIOR DIRECTOR - RISK MANAGMENT

EDWARD MORRISSENIOR DIRECTOR-INVESTMENTS

GUS DEERINGMANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER

KYLE BURHOPSENIOR DIRECTOR - INVESTMENTS

HARLAND DOAKSENIOR DIRECTOR - INVESTMENTS

ALISON ROGERS-MCCOYMANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICE

GARY HILLMANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPOR

JAMES B MILLIKENDIRECTOR/VICE CHAIRMAN FOR POLICY

JONATHAN PRUITTDIRECTOR

JODIE LEE JILESDIRECTOR

JAY GRAHAMDIRECTOR/VICE CHARIMAN

JANIECE LONGORIADIRECTOR/VICE CHAIRMAN FOR POLICY

JANET HANDLEYDIRECTOR

DWIGHT SCOTTDIRECTOR

RAY NIXONDIRECTOR

DAVID BAGGETTDIRECTOR

CHRISTINA MELTON CRAINDIRECTOR

JAMES CONRAD WEAVERDIRECTOR/CHAIRMAN

HOWARD BERKDIRECTOR

About this charity

Recognized since: January 1996
Location: 210 WEST 7TH STREET SUITE 1700, AUSTIN, TX 78701-2903
County: Travis
In care of: % KIM BAUER
Primary officer: RICHARD L HALL, PRESIDENT, CEO AND CIO

How to reach them

WebsiteVisit the charity’s website EmailContactUs@utimco.org Phone(512) 225-1600

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
NTEE classification: Education (B43B)