Texas A&M University - Kingsville … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

LTG Ret Ricardo S Sanchez

Phone

3615932208

Tax Period

2023-01-01 to 2023-12-31

Texas A&M University - Kingsville Foundation Inc, founded in 1972, is a mid-sized nonprofit in the Education sector that reported $42.3M in total revenue in fiscal year 2023. Revenue surged 342% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34.8M, a strong 82% operating margin.

Mission

The Foundation was formed to be a vital partner with Texas A&M University-Kingsville by developing donor relationships and linking resources in the pursuit of the University's goals of excellence.Values: Service to the University and the donors; Stewardship of the resources through careful and responsible management, consistent with donor intent;Integrity: by acting in a trustworthy, honest and moral fashion in all that is done;Impact: by supporting the Universitys goal, mission and vision;Duty: by maintaining a commitment to excellence in all that is done.

Program Service Accomplishments

Program 1

Expenses: $5,996,751

The Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals; the proceeds are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research, faculty and department support.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $38,479,609

Program Service Revenue $0

Investment Income $3,305,683

Other Revenue $496,875

TOTAL REVENUE $42,282,167

Expense Breakdown

Grants Paid $5,266,471

Salaries & Benefits $424,841

Fundraising Expenses $382,665

Program Expenses $5,996,751

Other Expenses $1,777,553

TOTAL EXPENSES $7,468,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,282,167	$9,561,381	+3.4%
Expenses	$7,468,865	$5,892,042	+0.3%
Net Income	$34,813,302	$3,669,339	+8.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Balous Miller	Director	1.00	Director	$0	$0	$0
Claudia Castillo	Director	1.00	Director	$0	$0	$0
Dr Jeff Ko	Director	1.00	Director	$0	$0	$0
S David Deanda	Director	1.00	Director	$0	$0	$0
Sharon Selzer Spurlin	Director	1.00	Director	$0	$0	$0
John Michael Howard	Director	1.00	Director	$0	$0	$0
Romeo Perez	Director	1.00	Director	$0	$0	$0
Iris J Berthelot II	Director	1.00	Director	$0	$0	$0
Tom Shockley III	Director	1.00	Director	$0	$0	$0
Lisa Carrington Firmin	Director	1.00	Director	$0	$0	$0
Jackie Collins	Director	1.00	Director	$0	$0	$0
Aaron Demerson	Director	1.00	Director	$0	$0	$0
LTG Ret Ricardo S Sanchez	Chairman	5.00	Officer Director	$0	$0	$0
Eugene Dawson Jr	1st Vice-Chair	2.00	Officer Director	$0	$0	$0
Roberto Montoya	2nd Vice-Chair	2.00	Officer Director	$0	$0	$0
Kevin Beasley	Secretary	2.00	Officer Director	$0	$0	$0
Alan Johnson	Treasurer	2.00	Officer Director	$0	$0	$0
Dr Robert H Vela Jr	Ex Officio Mbr	0.00		$0	$0	$0
Bradley Walker	Executive Dir.	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$42,282,167	$7,468,865	$158,008,104	$34,813,302
2022	$9,561,381	$5,892,042	$104,124,832	$3,669,339
2021	$50,309,350	$5,700,031	$124,964,662	$44,609,319
2020	$9,889,505	$5,504,702	$109,298,613	$4,384,803
2019	$9,753,936	$5,371,292	$96,931,167	$4,382,644
2018	$7,943,537	$4,719,704	$79,277,779	$3,223,833

Texas A&M University - Kingsville Foundation Inc