UATX

EIN: 871925354 501(c)(3) Education

AUSTIN, TX

Total Revenue
$35,909,224
Total Expenses
$17,871,325
Total Assets
$62,842,511
Net Assets
$57,378,743
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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
2021
Legal Domicile
TX
Principal Officer
SHEHRYAR SHAFIQ
Phone
5123487252
Tax Period
2023-07-01 to 2024-06-30

UATX, founded in 2021, is a mid-sized nonprofit in the Education sector that reported $35.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.0M, a strong 50% operating margin.

Mission

PREPARE THOUGHTFUL AND ETHICAL BUILDERS, LEADERS, AND CITIZENS THROUGH CIVIL AND OPEN INQUIRY.

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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 $34,331,676
Program Service Revenue $0
Investment Income $1,570,383
Other Revenue $7,165
TOTAL REVENUE $35,909,224

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,542,213
Fundraising Expenses $2,028,357
Program Expenses $6,566,168
Other Expenses $11,126,412
TOTAL EXPENSES $17,871,325

Year-over-Year Comparison

2023 2022 Change
Revenue $35,909,224 $27,968,654 +0.3%
Expenses $17,871,325 $7,133,020 +1.5%
Net Income $18,037,899 $20,835,634 -0.1%
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
8
Independent Members
7
Employees
44
Volunteers
10

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
6
$959,113
Total Directors
8
$635,204
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PANO KANELOS PRESIDENT 37.50
Officer Director
$568,860 $66,344 $635,204
JOSEPH T LONSDALE CHAIRMAN 1.00
Officer Director
$0 $0 $0
TERI ANDRESEN TRUSTEE 1.00
Director
$0 $0 $0
BRENT BELLM TRUSTEE 1.00
Director
$0 $0 $0
NIALL FERGUSON TRUSTEE 1.00
Director
$0 $0 $0
SCOTT MALKIN TRUSTEE 1.00
Director
$0 $0 $0
ANDREW TROUSDALE TRUSTEE 1.00
Director
$0 $0 $0
BARI WEISS TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY SHAPIRO CFO/COO (THROUGH 07/23) 37.50
Officer
$148,112 $9,268 $157,380
CAROLYN KIL CFO (07/23-05/24) 37.50
Officer
$89,615 $16,843 $106,458
SHEZ SHAFIQ CFO (AS OF 04/24) 37.50
Officer
$0 $0 $0
CURTIS GUILBOT COO 37.50
Officer
$49,741 $10,330 $60,071
MICHAEL SHIRES CHIEF OF STAFF/VICE PRESIDENT/SECRE 37.50
Highest
$211,516 $45,825 $257,341
RONALD THEVENOT SENIOR VICE PRESIDENT OF ADVANCEMENT 37.50
Highest
$253,989 $57,912 $311,901
JACOB HOWLAND SR. VP OF ACADEMIC AFFAIRS PROVOST 37.50
Highest
$211,409 $30,371 $241,780
LOREN ROTNER ASST CHF ACADEMIC OFFCR(THRU 11/23) 37.50
Highest
$109,927 $18,997 $128,924
CHARLES CALOMIRIS DIR OF THE CENTER FOR POLITICS&ECON 37.50
Highest
$226,545 $35,006 $261,551
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 No data No data No data No data
2024 $35,909,224 $17,871,325 $62,842,511 $18,037,899
2023 $27,968,654 $7,133,020 $45,172,870 $20,835,634
2022 $11,371,662 $2,197,987 $10,289,932 $9,173,675
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