The University of TexasTexas A&M Investment Management Company

EIN: 742765082 501(c)(3) Education

AUSTIN, TX

Total Revenue
$74,623,739
Total Expenses
$61,426,165
Total Assets
$80,442,399
Net Assets
$41,258,372
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
TX
Phone
5122251600
Tax Period
2023-09-01 to 2024-08-31

The University of TexasTexas A&M Investment Management Company, founded in 1996, is a mid-sized nonprofit in the Education sector that reported $74.6M in total revenue in fiscal year 2023. The organization ran a surplus of $13.2M, a strong 18% operating margin.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $71,686,168
Investment Income $2,937,571
Other Revenue $0
TOTAL REVENUE $74,623,739

Expense Breakdown

Grants Paid $0
Salaries & Benefits $46,351,775
Fundraising Expenses $0
Program Expenses $53,216,073
Other Expenses $15,074,390
TOTAL EXPENSES $61,426,165

Year-over-Year Comparison

2023 2022 Change
Revenue $74,623,739 $70,085,321 +0.1%
Expenses $61,426,165 $68,990,772 -0.1%
Net Income $13,197,574 $1,094,549 +11.1%
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

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Governance

Voting Members
9
Independent Members
8
Employees
153
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
21
$28,994,243
Total Directors
10
$1,236,039
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES B MILLIKEN DIRECTOR/VICE CHAIRMAN FOR POLICY 1.0
Officer Director
$0 $240,772 $1,236,039
JAMES CONRAD WEAVER DIRECTOR/CHAIRMAN 1.0
Officer Director
$0 $0 $0
JAY GRAHAM DIRECTOR/VICE CHARIMAN 1.0
Officer Director
$0 $0 $0
RAY ROTHROCK DIRECTOR/VICE CHAIRMAN 1.0
Officer Director
$0 $0 $0
DAVID BAGGETT DIRECTOR 1.0
Director
$0 $0 $0
HOWARD BERK DIRECTOR 1.0
Director
$0 $0 $0
JANET HANDLEY DIRECTOR 1.0
Director
$0 $0 $0
JANIECE LONGORIA DIRECTOR 1.0
Director
$0 $0 $0
JODIE LEE JILES DIRECTOR 1.0
Director
$0 $0 $0
RAY NIXON DIRECTOR 1.0
Director
$0 $0 $0
ALISON ROGERS-MCCOY MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER 40.0
Officer
$258,188 $248,010 $506,198
AMANDA HOPPER MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,075,353 $333,508 $1,408,861
ANTHONY CARUSO MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,109,361 $513,748 $1,623,109
CAROLINA DE ONIS GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER 40.0
Officer
$798,567 $288,529 $1,087,096
COURTNEY POWERS MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,309,264 $530,442 $1,839,706
CRAIG THOMAS MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$773,945 $336,956 $1,110,901
EDWARD LEWIS SENIOR MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,512,762 $494,859 $2,007,621
GARY HILL MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING 40.0
Officer
$446,902 $202,350 $649,252
GUS DEERING MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER 40.0
Officer
$490,225 $250,211 $740,436
JAMES R KAMPFE MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$752,360 $264,617 $1,016,977
JOAN MOELLER COO, CORP. SECRETARY & TREASURER 40.0
Officer
$741,433 $328,406 $1,069,839
MUKUND JOSHI MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$959,221 $323,422 $1,282,643
PATRICK PACE MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,596,152 $452,392 $2,048,544
RICHARD L HALL PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 40.0
Officer
$4,050,977 $1,289,536 $5,340,513
RODNEY R RUEBSAHM SENIOR MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,977,801 $805,664 $2,783,465
SUSAN CHEN SENIOR MANAGING DIRECTOR - INVESTMENTS 40.0
Officer
$1,631,604 $504,943 $2,136,547
UZIEL YOELI MANAGING DIRECTOR - RISK MANAGEMENT 40.0
Officer
$791,942 $314,554 $1,106,496
BRAD MCCARTER SENIOR DIRECTOR - INVESTMENTS 40.0
Highest
$698,639 $236,405 $935,044
EDWARD MORRIS SENIOR DIRECTOR-INVESTMENTS 40.0
Highest
$753,100 $242,431 $995,531
KENNETH STANDLEY SENIOR DIRECTOR - INVESTMENTS 40.0
Highest
$876,338 $300,390 $1,176,728
KYLE BURHOP SENIOR DIRECTOR - INVESTMENTS 40.0
Highest
$731,792 $275,080 $1,006,872
TIMOTHY JONES SENIOR DIRECTOR - RISK MANAGMENT 40.0
Highest
$828,870 $267,650 $1,096,520
THOMAS BRITTON HARRIS IV PRESIDENT AND CHIEF EXECUTIVE OFFICER 0.0
$2,718,358 $40,199 $2,758,557
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 $74,623,739 $61,426,165 $80,442,399 $13,197,574
2023 $70,085,321 $68,990,772 $70,057,072 $1,094,549
2022 $60,850,634 $52,732,252 $64,562,324 $8,118,382
2021 $55,635,723 $55,661,178 $52,069,429 $-25,455
2020 $50,244,074 $47,290,696 $46,869,712 $2,953,378
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