THE UNIVERSITY OF TEXAS FOUNDATION INC (EIN 741587488) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

SONIA PEREZ

Phone

5124738985

Tax Period

2024-01-01 to 2024-12-31

THE UNIVERSITY OF TEXAS FOUNDATION INC, founded in 1967, is a mid-sized nonprofit that reported $68.5M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $64.8M left a modest 5% surplus.

Mission

TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $63,630,431

Program Service Revenue $0

Investment Income $4,555,334

Other Revenue $344,548

TOTAL REVENUE $68,530,313

Expense Breakdown

Grants Paid $61,497,038

Salaries & Benefits $642,124

Fundraising Expenses $0

Program Expenses $63,895,619

Other Expenses $2,665,122

TOTAL EXPENSES $64,804,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$68,530,313	$53,709,870	+0.3%
Expenses	$64,804,284	$51,129,188	+0.3%
Net Income	$3,726,029	$2,580,682	+0.4%

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

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

$234,198

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALFRED M MEYERSON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
BRIAN T MCLAUGHLIN	VP AND TREASURER	1.00	Officer Director	$0	$0	$0
BRUCE RIDEAUX	DIRECTOR	1.00	Director	$0	$0	$0
CAROL A HUEBNER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES W MATTHEWS JR	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA ADKINS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID OLIVEIRA	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS GLASS	DIRECTOR	1.00	Director	$0	$0	$0
HECTOR DELEON	DIRECTOR	1.00	Director	$0	$0	$0
LISA SAENZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL L COOK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BROCK	DIRECTOR	1.00	Director	$0	$0	$0
QUAN COSBY	DIRECTOR	1.00	Director	$0	$0	$0
R GORDON APPLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
REX G BAKER III	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON H RATLIFF	DIRECTOR	1.00	Director	$0	$0	$0
SONIA PEREZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
THOMAS J PERICH	DIRECTOR	1.00	Director	$0	$0	$0
TIM TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
TRACY LAQUEY PARKER	VP AND SECRETARY	1.00	Officer Director	$0	$0	$0
WOFFORD DENIUS	DIRECTOR	1.00	Director	$0	$0	$0
SHERI DESPAIN	EXECUTIVE DIRECTOR AND CFO	40.00	Officer	$205,541	$28,657	$234,198

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	$68,530,313	$64,804,284	$97,993,520	$3,726,029
2023	$53,709,870	$51,129,188	$90,164,241	$2,580,682
2022	$47,631,342	$50,729,809	$83,486,599	$-3,098,467
2021	$47,692,096	$45,946,940	$88,879,484	$1,745,156
2020	$36,491,937	$36,103,845	$78,405,261	$388,092
2019	$44,037,296	$36,558,691	$73,689,547	$7,478,605
2018	$38,010,699	$32,849,677	$63,378,260	$5,161,022

THE UNIVERSITY OF TEXAS FOUNDATION INC