THE UNIVERSITY OF TEXAS RIO GRANDE… - 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

1982

Legal Domicile

Principal Officer

JASON LEAL

Phone

9566657940

Tax Period

2024-09-01 to 2025-08-31

THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY FOUNDATION, founded in 1982, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $2.7M left a modest 14% surplus.

Mission

THE MISSION IS TO INCREASE THE UNIVERSITY ENDOWMENT BY CONNECTING ALL SEGMENTS OF THE UNIVERSITY TO THE COMMUNITY AND CORPORATE WORLD THROUGH VALUE ENHANCING RELATIONSHIPS AND AWARD SCHOLARSHIPS AND/OR PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY.

Program Service Accomplishments

Program 1

Expenses: $1,966,128 Revenue: $0

SCHOLARSHIPS AWARDED AND SUPPORT GIVEN TO THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY AND OTHER COLLEGES AND UNIVERSITIES.

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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 $1,421,646

Program Service Revenue $0

Investment Income $1,692,786

Other Revenue $0

TOTAL REVENUE $3,114,432

Expense Breakdown

Grants Paid $1,966,128

Salaries & Benefits $0

Fundraising Expenses $93,261

Program Expenses $1,966,128

Other Expenses $702,879

TOTAL EXPENSES $2,669,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,114,432	$3,845,017	-0.2%
Expenses	$2,669,007	$3,594,290	-0.3%
Net Income	$445,425	$250,727	+0.8%

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

N/A

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
JASON LEAL	CHAIRMAN	0.50	Officer Director	$0	$0	$0
ROLANDO GONZALEZ	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
SUSIE OLIVEIRA	SECRETARY	0.50	Officer Director	$0	$0	$0
LEONARDO CHANG	TREASURER	0.50	Officer Director	$0	$0	$0
CLARISSA CLARK	TRUSTEE	0.50	Director	$0	$0	$0
NATASHA DEL BARRIO	TRUSTEE	0.50	Director	$0	$0	$0
DR DIMPLE DESAI	TRUSTEE	0.50	Director	$0	$0	$0
RINA R GONZALEZ	TRUSTEE	0.50	Director	$0	$0	$0
KENNETH W JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL J LIMAS	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL MARTINEZ JR	TRUSTEE	0.50	Director	$0	$0	$0
SUZANNE E MUNOZ	TRUSTEE	0.50	Director	$0	$0	$0
MAURICIO SALINAS MD	TRUSTEE	0.50	Director	$0	$0	$0
PAUL SERAFY	TRUSTEE	0.50	Director	$0	$0	$0
JOEL SOLIS MD	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD LALO VILLARREAL	TRUSTEE	0.50	Director	$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
2025	$3,114,432	$2,669,007	$50,214,570	$445,425
2024	$3,845,017	$3,594,290	$46,924,808	$250,727
2023	$4,961,472	$3,676,365	$41,592,535	$1,285,107
2022	$1,567,682	$2,982,842	$38,582,106	$-1,415,160
2021	$6,758,280	$2,388,300	$45,630,742	$4,369,980
2020	$1,826,959	$2,352,530	$40,036,849	$-525,571
2019	$3,564,039	$2,494,684	$38,414,357	$1,069,355
2018	$5,159,701	$2,559,824	$38,062,243	$2,599,877

THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY FOUNDATION