THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY
2024 · Form 990 · revenue $83.0M · expenses $76.4M · assets $83.3M
- EIN
- 74-2765082
- Address
- 210 WEST 7TH STREET SUITE 1700, AUSTIN, TX 78701-2903
- Website
- WWW.UTIMCO.ORG
- NTEE code
- B43B
- Subsection
- 501(c)(3)
- Ruling year
- 1996
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for the people of Texas and beyond.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
38 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Richard L Hall | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 2019-2024 | $5,162,911 | $25,594,073 | 1 |
| Rodney R Ruebsahm | SENIOR MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $2,833,578 | $13,393,360 | 1 |
| Susan Chen | SENIOR MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $2,504,016 | $12,027,469 | 1 |
| Edward Lewis | SENIOR MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $2,203,894 | $11,085,252 | 1 |
| Patrick Pace | SENIOR MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $2,160,852 | $9,971,628 | 1 |
| Courtney Powers | MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $1,939,008 | $8,496,045 | 1 |
| Uziel Yoeli | MANAGING DIRECTOR - RISK MANAGEMENT | 2019-2024 | $1,400,663 | $7,965,819 | 1 |
| Amanda Hopper | MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $1,715,106 | $7,509,319 | 1 |
| Joan Moeller | COO, CORP. SECRETARY & TREASURER | 2019-2024 | $1,576,519 | $6,828,579 | 1 |
| Mukund Joshi | MANAGING DIRECTOR - INVESTMENTS | 2019-2024 | $1,507,359 | $6,683,565 | 1 |
| James R Kampfe | MANAGING DIRECTOR - INVESTMENTS | 2020-2024 | $1,233,659 | $6,039,982 | 1 |
| Anthony Caruso | MANAGING DIRECTOR - INVESTMENTS | 2021-2024 | $1,853,523 | $5,589,085 | 1 |
| Harland Doak | SENIOR DIRECTOR - INVESTMENTS | 2019-2024 | $950,487 | $5,565,609 | 1 |
| James B Milliken | DIRECTOR/VICE CHAIRMAN FOR POLICY | 2021-2024 | $1,285,430 | $4,492,802 | 1 |
| Carolina De Onis | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 2020-2024 | $1,281,987 | $4,438,662 | 1 |
| Kenneth Standley | SENIOR DIRECTOR - INVESTMENTS | 2021-2024 | $1,026,497 | $3,987,762 | 1 |
| Timothy Jones | SENIOR DIRECTOR - RISK MANAGMENT | 2022-2024 | $1,005,391 | $2,781,330 | 1 |
| Gary Hill | MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING | 2021-2024 | $860,526 | $2,771,884 | 1 |
| Edward Morris | SENIOR DIRECTOR-INVESTMENTS | 2022-2024 | $995,874 | $2,622,255 | 1 |
| Craig Thomas | MANAGING DIRECTOR - INVESTMENTS | 2023-2024 | $1,488,267 | $2,599,168 | 1 |
| Gus Deering | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER | 2022-2024 | $994,845 | $2,110,596 | 1 |
| Kyle Burhop | SENIOR DIRECTOR - INVESTMENTS | 2023-2024 | $963,047 | $1,969,919 | 1 |
| Alison Rogers-Mccoy | MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER | 2023-2024 | $927,374 | $1,433,572 | 1 |
| Jonathan Pruitt | DIRECTOR | 2024 | $739,973 | $739,973 | 2 |
| Thomas Britton Harris Iv (former) | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2019-2023 | $2,758,557 | $26,840,091 | 1 |
| Scott Slayton (former) | MANAGING DIRECTOR | 2019-2021 | $1,145,916 | $3,940,831 | 1 |
| Michael Sjolander (former) | CHIEF TECHNOLOGY OFFICER | 2020-2022 | $562,509 | $2,030,988 | 1 |
| Michael Dean (former) | MANAGING DIRECTOR | 2020-2022 | $406,863 | $1,580,560 | 1 |
| Anna Cecilia Gonzalez (former) | CORPORATE COUNSEL & CHIEF COMPLIANCE OFFICER | 2019-2021 | $281,218 | $1,518,155 | 1 |
| James R Kamppe (former) | MANAGING DIRECTOR | 2019 | $943,411 | $943,411 | 1 |
| Brad Mccarter (former) | SENIOR DIRECTOR - INVESTMENTS | 2023 | $935,044 | $935,044 | 1 |
| William Mirshak (former) | SENIOR DIRECTOR | 2021 | $626,138 | $626,138 | 1 |
| Richard Rincon (former) | SENIOR DIRECTOR | 2020 | $622,083 | $622,083 | 1 |
| Anson Chuah (former) | ASSOCIATE DIRECTOR-INVESTMENTS | 2022 | $553,785 | $553,785 | 1 |
| Uche Abalogu (former) | CHIEF TECHNOLOGY OFFICER | 2019 | $545,471 | $545,471 | 1 |
| William Prather (former) | SENIOR DIRECTOR | 2019 | $510,901 | $510,901 | 1 |
| Kenneth Reeves Sr (former) | MANAGING DIRECTOR | 2021-2022 | $407,493 | $423,797 | 1 |
| Uchenna Abalogu (former) | Former Chief Technology Officer | 2020 | $173,188 | $173,188 | 1 |
Unpaid officers and directors · 15 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| James Conrad Weaver | DIRECTOR/CHAIRMAN | 2019-2024 | 1 |
| Jay Graham | DIRECTOR/VICE CHARIMAN | 2022-2024 | 1 |
| David Baggett | DIRECTOR | 2023-2024 | 1 |
| Howard Berk | DIRECTOR | 2022-2024 | 1 |
| Janet Handley | DIRECTOR | 2019-2024 | 1 |
| Janiece Longoria | DIRECTOR/VICE CHAIRMAN FOR POLICY | 2019-2024 | 5 |
| Jodie Lee Jiles | DIRECTOR | 2020-2024 | 2 |
| Ray Nixon | DIRECTOR | 2019-2024 | 1 |
| Christina Melton Crain | DIRECTOR | 2024 | 1 |
| Dwight Scott | DIRECTOR | 2024 | 1 |
| Ray Rothrock (former) | DIRECTOR/VICE CHAIRMAN | 2019-2023 | 1 |
| Clifton L Thomas Jr (former) | DIRECTOR | 2019-2022 | 1 |
| Robert Gauntt (former) | DIRECTOR | 2019-2022 | 1 |
| Jeffery D Hildebrand (former) | DIRECTOR/CHAIRMAN | 2019-2021 | 1 |
| R Steven Hicks (former) | DIRECTOR/VICE CHAIRMAN | 2019-2020 | 1 |
People by year
2024 · 34 people listed · 24 paid, $38.6M · 151 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 40 | $2,633,534 | $0 | $2,529,377 | $5,162,911 | 1 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,391,718 | $0 | $1,441,860 | $2,833,578 | 1 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,106,295 | $0 | $1,397,721 | $2,504,016 | 1 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,026,261 | $0 | $1,177,633 | $2,203,894 | 1 |
| PATRICK PACE | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,019,815 | $0 | $1,141,037 | $2,160,852 | 1 |
| COURTNEY POWERS | MANAGING DIRECTOR - INVESTMENTS | 40 | $930,226 | $0 | $1,008,782 | $1,939,008 | 1 |
| ANTHONY CARUSO | MANAGING DIRECTOR - INVESTMENTS | 40 | $844,131 | $0 | $1,009,392 | $1,853,523 | 1 |
| AMANDA HOPPER | MANAGING DIRECTOR - INVESTMENTS | 40 | $739,486 | $0 | $975,620 | $1,715,106 | 1 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER | 40 | $757,747 | $0 | $818,772 | $1,576,519 | 1 |
| MUKUND JOSHI | MANAGING DIRECTOR - INVESTMENTS | 40 | $684,625 | $0 | $822,734 | $1,507,359 | 1 |
| CRAIG THOMAS | MANAGING DIRECTOR - INVESTMENTS | 40 | $641,104 | $0 | $847,163 | $1,488,267 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR - RISK MANAGEMENT | 40 | $656,356 | $0 | $744,307 | $1,400,663 | 1 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $1,048,043 | $237,387 | $1,285,430 | 1 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $683,526 | $0 | $598,461 | $1,281,987 | 1 |
| JAMES R KAMPFE | MANAGING DIRECTOR - INVESTMENTS | 40 | $565,816 | $0 | $667,843 | $1,233,659 | 1 |
| KENNETH STANDLEY | SENIOR DIRECTOR - INVESTMENTS | 40 | $579,273 | $0 | $447,224 | $1,026,497 | 1 |
| TIMOTHY JONES | SENIOR DIRECTOR - RISK MANAGMENT | 40 | $551,458 | $0 | $453,933 | $1,005,391 | 1 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS | 40 | $515,013 | $0 | $480,861 | $995,874 | 1 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER | 40 | $544,307 | $0 | $450,538 | $994,845 | 1 |
| KYLE BURHOP | SENIOR DIRECTOR - INVESTMENTS | 40 | $529,552 | $0 | $433,495 | $963,047 | 1 |
| HARLAND DOAK | SENIOR DIRECTOR - INVESTMENTS | 40 | $532,941 | $0 | $417,546 | $950,487 | 1 |
| ALISON ROGERS-MCCOY | MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER | 40 | $518,752 | $0 | $408,622 | $927,374 | 1 |
| GARY HILL | MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING | 40 | $461,116 | $0 | $399,410 | $860,526 | 1 |
| JONATHAN PRUITT | DIRECTOR | 1 | $0 | $700,456 | $39,517 | $739,973 | 2 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $0 | $0 | $0 | 5 |
| JAY GRAHAM | DIRECTOR/VICE CHARIMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINA MELTON CRAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID BAGGETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DWIGHT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD BERK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JODIE LEE JILES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 33 people listed · 24 paid, $37.0M · 153 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 40 | $4,050,977 | $0 | $1,289,536 | $5,340,513 | 1 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,977,801 | $0 | $805,664 | $2,783,465 | 1 |
| THOMAS BRITTON HARRIS IV | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 0 | $2,718,358 | $0 | $40,199 | $2,758,557 | 1 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,631,604 | $0 | $504,943 | $2,136,547 | 1 |
| PATRICK PACE | MANAGING DIRECTOR - INVESTMENTS | 40 | $1,596,152 | $0 | $452,392 | $2,048,544 | 1 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR - INVESTMENTS | 40 | $1,512,762 | $0 | $494,859 | $2,007,621 | 1 |
| COURTNEY POWERS | MANAGING DIRECTOR - INVESTMENTS | 40 | $1,309,264 | $0 | $530,442 | $1,839,706 | 1 |
| ANTHONY CARUSO | MANAGING DIRECTOR - INVESTMENTS | 40 | $1,109,361 | $0 | $513,748 | $1,623,109 | 1 |
| AMANDA HOPPER | MANAGING DIRECTOR - INVESTMENTS | 40 | $1,075,353 | $0 | $333,508 | $1,408,861 | 1 |
| MUKUND JOSHI | MANAGING DIRECTOR - INVESTMENTS | 40 | $959,221 | $0 | $323,422 | $1,282,643 | 1 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $995,267 | $240,772 | $1,236,039 | 1 |
| KENNETH STANDLEY | SENIOR DIRECTOR - INVESTMENTS | 40 | $876,338 | $0 | $300,390 | $1,176,728 | 1 |
| CRAIG THOMAS | MANAGING DIRECTOR - INVESTMENTS | 40 | $773,945 | $0 | $336,956 | $1,110,901 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR - RISK MANAGEMENT | 40 | $791,942 | $0 | $314,554 | $1,106,496 | 1 |
| TIMOTHY JONES | SENIOR DIRECTOR - RISK MANAGMENT | 40 | $828,870 | $0 | $267,650 | $1,096,520 | 1 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $798,567 | $0 | $288,529 | $1,087,096 | 1 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER | 40 | $741,433 | $0 | $328,406 | $1,069,839 | 1 |
| JAMES R KAMPFE | MANAGING DIRECTOR - INVESTMENTS | 40 | $752,360 | $0 | $264,617 | $1,016,977 | 1 |
| KYLE BURHOP | SENIOR DIRECTOR - INVESTMENTS | 40 | $731,792 | $0 | $275,080 | $1,006,872 | 1 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS | 40 | $753,100 | $0 | $242,431 | $995,531 | 1 |
| BRAD MCCARTER | SENIOR DIRECTOR - INVESTMENTS | 40 | $698,639 | $0 | $236,405 | $935,044 | 1 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER | 40 | $490,225 | $0 | $250,211 | $740,436 | 1 |
| GARY HILL | MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING | 40 | $446,902 | $0 | $202,350 | $649,252 | 1 |
| ALISON ROGERS-MCCOY | MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER | 40 | $258,188 | $0 | $248,010 | $506,198 | 1 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JAY GRAHAM | DIRECTOR/VICE CHARIMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID BAGGETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD BERK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| JODIE LEE JILES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 35 people listed · 25 paid, $30.9M · 158 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BRITTON HARRIS IV | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 40 | $3,982,438 | $0 | $2,217,124 | $6,199,562 | 1 |
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 40 | $1,619,768 | $0 | $1,759,831 | $3,379,599 | 1 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR | 40 | $749,002 | $0 | $918,050 | $1,667,052 | 1 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR | 40 | $769,134 | $0 | $642,574 | $1,411,708 | 1 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR | 40 | $719,742 | $0 | $690,852 | $1,410,594 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR | 40 | $943,584 | $0 | $460,826 | $1,404,410 | 1 |
| PATRICK PACE | MANAGING DIRECTOR | 40 | $641,864 | $0 | $692,757 | $1,334,621 | 1 |
| JAMES R KAMPFE | MANAGING DIRECTOR | 40 | $838,689 | $0 | $468,653 | $1,307,342 | 1 |
| HARLAND DOAK | SENIOR DIRECTOR | 40 | $761,278 | $0 | $424,553 | $1,185,831 | 1 |
| COURTNEY POWERS | MANAGING DIRECTOR | 40 | $477,155 | $0 | $603,149 | $1,080,304 | 1 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER | 40 | $728,487 | $0 | $341,497 | $1,069,984 | 1 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $952,919 | $49,640 | $1,002,559 | 1 |
| ANTHONY CARUSO | MANAGING DIRECTOR | 40 | $419,530 | $0 | $580,737 | $1,000,267 | 1 |
| AMANDA HOPPER | MANAGING DIRECTOR | 40 | $482,470 | $0 | $430,749 | $913,219 | 1 |
| MUKUND JOSHI | MANAGING DIRECTOR | 40 | $437,797 | $0 | $451,289 | $889,086 | 1 |
| KENNETH STANDLEY | SENIOR DIRECTOR | 40 | $346,203 | $0 | $373,973 | $720,176 | 1 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $386,408 | $0 | $303,501 | $689,909 | 1 |
| TIMOTHY JONES | SENIOR DIRECTOR-RISK MANAGMENT | 40 | $347,437 | $0 | $331,982 | $679,419 | 1 |
| GARY HILL | MANAGING DIRECTOR | 40 | $442,859 | $0 | $213,005 | $655,864 | 1 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS | 40 | $341,657 | $0 | $289,193 | $630,850 | 1 |
| MICHAEL SJOLANDER | CHIEF TECHNOLOGY OFFICER | 40 | $524,709 | $0 | $37,800 | $562,509 | 1 |
| ANSON CHUAH | ASSOCIATE DIRECTOR-INVESTMENTS | 40 | $348,267 | $0 | $205,518 | $553,785 | 1 |
| KENNETH REEVES SR | MANAGING DIRECTOR | 40 | $363,388 | $0 | $44,105 | $407,493 | 1 |
| MICHAEL DEAN | MANAGING DIRECTOR | 40 | $384,632 | $0 | $22,231 | $406,863 | 1 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER | 40 | $173,492 | $0 | $201,823 | $375,315 | 1 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CLIFTON L THOMAS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD BERK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| JAY GRAHAM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JODIE LEE JILES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GAUNTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 33 people listed · 24 paid, $37.9M · 149 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BRITTON HARRIS IV | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 40 | $3,900,091 | $0 | $3,155,683 | $7,055,774 | 1 |
| RICHARD L HALL | CHIEF INVESTMENT OFFICER | 40 | $2,634,054 | $0 | $2,384,885 | $5,018,939 | 1 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR | 40 | $1,337,498 | $0 | $1,123,775 | $2,461,273 | 1 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR | 40 | $1,354,015 | $0 | $864,140 | $2,218,155 | 1 |
| EDWARD LEWIS | MANAGING DIRECTOR | 40 | $1,286,753 | $0 | $711,623 | $1,998,376 | 1 |
| PATRICK PACE | MANAGING DIRECTOR | 40 | $1,002,342 | $0 | $833,829 | $1,836,171 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR | 40 | $899,023 | $0 | $615,756 | $1,514,779 | 1 |
| COURTNEY POWERS | MANAGING DIRECTOR | 40 | $777,942 | $0 | $719,281 | $1,497,223 | 1 |
| JAMES R KAMPFE | MANAGING DIRECTOR | 40 | $788,113 | $0 | $571,167 | $1,359,280 | 1 |
| AMANDA HOPPER | MANAGING DIRECTOR | 40 | $762,544 | $0 | $561,769 | $1,324,313 | 1 |
| HARLAND DOAK | SENIOR DIRECTOR | 40 | $733,062 | $0 | $511,450 | $1,244,512 | 1 |
| SCOTT SLAYTON | MANAGING DIRECTOR | 40 | $1,094,670 | $0 | $51,246 | $1,145,916 | 1 |
| MUKUND JOSHI | SENIOR DIRECTOR | 40 | $702,989 | $0 | $415,124 | $1,118,113 | 1 |
| ANTHONY CARUSO | SENIOR DIRECTOR | 40 | $610,585 | $0 | $501,601 | $1,112,186 | 1 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER | 40 | $735,811 | $0 | $349,835 | $1,085,646 | 1 |
| KENNETH STANDLEY | SENIOR DIRECTOR | 40 | $623,253 | $0 | $441,108 | $1,064,361 | 1 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $918,683 | $50,091 | $968,774 | 1 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $593,620 | $0 | $300,471 | $894,091 | 1 |
| MICHAEL SJOLANDER | CHIEF TECHNOLOGY OFFICER | 40 | $533,831 | $0 | $267,952 | $801,783 | 1 |
| WILLIAM MIRSHAK | SENIOR DIRECTOR | 40 | $580,288 | $0 | $45,850 | $626,138 | 1 |
| GARY HILL | MANAGING DIRECTOR | 40 | $384,577 | $0 | $221,665 | $606,242 | 1 |
| MICHAEL DEAN | MANAGING DIRECTOR | 40 | $403,629 | $0 | $200,874 | $604,503 | 1 |
| ANNA CECILIA GONZALEZ | CORPORATE COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $264,095 | $0 | $17,123 | $281,218 | 1 |
| KENNETH REEVES SR | MANAGING DIRECTOR | 40 | $16,304 | $0 | $0 | $16,304 | 1 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFERY D HILDEBRAND | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JODIE LEE JILES | DIRECTOR/VICE CHAIRMAN FOR POLICY | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CLIFTON L THOMAS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GAUNTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 30 people listed · 20 paid, $30.4M · 137 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BRITTON HARRIS IV | PRESIDENT, CEO & CIO | 40 | $3,396,862 | $0 | $3,115,580 | $6,512,442 | 1 |
| RICHARD L HALL | DEPUTY CIO | 40 | $1,635,760 | $0 | $2,383,982 | $4,019,742 | 1 |
| SUSAN CHEN | MANAGING DIRECTOR | 40 | $1,114,787 | $0 | $903,806 | $2,018,593 | 1 |
| RODNEY R RUEBSAHM | MANAGING DIRECTOR | 40 | $1,074,256 | $0 | $900,777 | $1,975,033 | 1 |
| EDWARD LEWIS | MANAGING DIRECTOR | 40 | $1,016,026 | $0 | $873,722 | $1,889,748 | 1 |
| SCOTT SLAYTON | MANAGING DIRECTOR | 40 | $785,867 | $0 | $796,978 | $1,582,845 | 1 |
| PATRICK PACE | MANAGING DIRECTOR | 40 | $743,111 | $0 | $769,131 | $1,512,242 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR | 40 | $704,872 | $0 | $593,582 | $1,298,454 | 1 |
| AMANDA HOPPER | SENIOR DIRECTOR | 40 | $654,589 | $0 | $492,341 | $1,146,930 | 1 |
| COURTNEY POWERS | SENIOR DIRECTOR | 40 | $647,792 | $0 | $490,942 | $1,138,734 | 1 |
| JAMES R KAMPFE | MANAGING DIRECTOR | 40 | $581,612 | $0 | $541,112 | $1,122,724 | 1 |
| HARLAND DOAK | SENIOR DIRECTOR | 40 | $569,063 | $0 | $498,928 | $1,067,991 | 1 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER | 40 | $680,252 | $0 | $371,055 | $1,051,307 | 1 |
| MUKUND JOSHI | SENIOR DIRECTOR | 40 | $563,630 | $0 | $461,117 | $1,024,747 | 1 |
| MICHAEL SJOLANDER | CHIEF TECHNOLOGY OFFICER | 40 | $400,082 | $0 | $266,614 | $666,696 | 1 |
| RICHARD RINCON | SENIOR DIRECTOR | 40 | $596,722 | $0 | $25,361 | $622,083 | 1 |
| MICHAEL DEAN | MANAGING DIRECTOR | 40 | $359,077 | $0 | $210,117 | $569,194 | 1 |
| ANNA CECILIA GONZALEZ | CORPORATE COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $505,312 | $0 | $35,691 | $541,003 | 1 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 40 | $250,274 | $0 | $235,305 | $485,579 | 1 |
| Uchenna Abalogu | Former Chief Technology Officer | - | $173,188 | $0 | $0 | $173,188 | 1 |
| JEFFERY D HILDEBRAND | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JODIE LEE JILES | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| R STEVEN HICKS | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CLIFTON L THOMAS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES CONRAD WEAVER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GAUNTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 26 people listed · 17 paid, $23.2M · 118 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS BRITTON HARRIS IV | PRESIDENT, CEO & CIO | 40 | $1,633,899 | $0 | $2,679,857 | $4,313,756 | 1 |
| RICHARD L HALL | DEPUTY CIO | 40 | $1,253,998 | $0 | $1,418,371 | $2,672,369 | 1 |
| SUSAN CHEN | MANAGING DIRECTOR | 40 | $1,020,682 | $0 | $717,768 | $1,738,450 | 1 |
| RODNEY R RUEBSAHM | MANAGING DIRECTOR | 40 | $1,015,148 | $0 | $657,811 | $1,672,959 | 1 |
| EDWARD LEWIS | MANAGING DIRECTOR | 40 | $883,729 | $0 | $691,290 | $1,575,019 | 1 |
| UZIEL YOELI | MANAGING DIRECTOR | 40 | $833,666 | $0 | $407,351 | $1,241,017 | 1 |
| SCOTT SLAYTON | MANAGING DIRECTOR | 40 | $665,208 | $0 | $546,862 | $1,212,070 | 1 |
| HARLAND DOAK | SENIOR DIRECTOR | 40 | $778,847 | $0 | $337,941 | $1,116,788 | 1 |
| PATRICK PACE | MANAGING DIRECTOR | 40 | $558,775 | $0 | $520,423 | $1,079,198 | 1 |
| COURTNEY POWERS | SENIOR DIRECTOR | 40 | $607,449 | $0 | $393,621 | $1,001,070 | 1 |
| AMANDA HOPPER | SENIOR DIRECTOR | 40 | $586,332 | $0 | $414,558 | $1,000,890 | 1 |
| JOAN MOELLER | SR. MNG, DIR., CORP. SEC., & TRE. | 40 | $655,610 | $0 | $319,674 | $975,284 | 1 |
| JAMES R KAMPPE | MANAGING DIRECTOR | 40 | $603,351 | $0 | $340,060 | $943,411 | 1 |
| MUKUND JOSHI | SENIOR DIRECTOR | - | $482,284 | $0 | $379,333 | $861,617 | 1 |
| ANNA CECILIA GONZALEZ | CORPORATE COUNSEL & CCO | 40 | $473,793 | $0 | $222,141 | $695,934 | 1 |
| UCHE ABALOGU | CHIEF TECHNOLOGY OFFICER | 40 | $515,310 | $0 | $30,161 | $545,471 | 1 |
| WILLIAM PRATHER | SENIOR DIRECTOR | 40 | $483,312 | $0 | $27,589 | $510,901 | 1 |
| JEFFERY D HILDEBRAND | DIRECTOR/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| R STEVEN HICKS | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CLIFTON L THOMAS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES CONRAD WEAVER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET HANDLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANIECE LONGORIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| RAY NIXON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GAUNTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | NEW YORK, NY | FINANCIAL SERVICES | $1,352,340 |
| JACKSON WALKER LLP | DALLAS, TX | LEGAL SERVICES | $250,243 |
| NATIONAL SYSTEMS AMERICA LP | PLANO, TX | IT CONSULTING | $242,356 |
| ALVAREZ & MARSAL HOLDINGS LLC | NEW YORK, NY | PROFESSIONAL FEES/SERVICES | $168,430 |
| THE BURGISS GROUP LLC | HOBOKEN, NJ | ONLINE DATA/SUBSCRIPTION SERVICES | $152,000 |
2023 · 4 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | NEW YORK, NY | FINANCIAL SERVICES | $1,189,801 |
| NATIONAL SYSTEMS AMERICA LP | PLANO, TX | IT CONSULTING | $359,144 |
| THE BURGISS GROUP LLC | HOBOKEN, NJ | ONLINE DATA/SUBSCRIPTION SERVICES | $109,699 |
| DAVID BARRETT PARTNERS LLC | NEW YORK, NY | HIRING CONSULTANTS | $105,970 |
2022 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | Boston, MA | FINANCIAL SERVICES | $1,159,747 |
| PRESTIGE STAFFING | ATLANTA, GA | HIRING CONSULTANTS | $223,750 |
| DAVID BARRETT PARTNERS LLC | NEW YORK, NY | HIRING CONSULTANTS | $150,000 |
| DELOITTE & TOUCHE LLP | DALLAS, TX | AUDITING SERVICES | $132,387 |
| THE BURGISS GROUP LLC | HOBOKEN, NJ | ONLINE DATA/SUBSCRIPTION SERVICES | $110,250 |
2021 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | Boston, MA | FINANCIAL SERVICES | $1,037,516 |
| DPR CONSTRUCTION | AUSTIN, TX | BUILDING CONSTRUCTION | $840,814 |
| ERNST & YOUNG | SEACAUCUS, NJ | CONSULTING SERVICES | $839,900 |
| VINSON & ELKINS | HOUSTON, TX | LEGAL SERVICES | $168,738 |
| DELOITTE & TOUCHE LLP | DALLAS, TX | AUDITING SERVICES | $107,719 |
2020 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | Boston, MA | FINANCIAL SERVICES | $977,645 |
| DPR CONSTRUCTION | AUSTIN, TX | BUILDING CONSTRUCTION | $975,226 |
| ERNST & YOUNG | SEACAUCUS, NJ | CONSULTING SERVICES | $158,142 |
| PRESTIGE STAFFING LLC | ATLANTA, GA | HIRING CONSULTANTS | $101,248 |
| DELOITTE & TOUCHE LLP | DALLAS, TX | AUDITING SERVICES | $100,905 |
2019 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | BOSTON, MA | FINANCIAL SERVICES | $853,072 |
| IPREO PARENT HOLDCO LLC | NEW YORK, NY | FINANCIAL SERVICES | $217,500 |
| VINSON & ELKINS LLP | HOUSTON, TX | PROFESSIONAL SERVICES | $127,327 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Grants received from DAF sponsors and foundations
4 grants to this organization reported by other filers, $412,000 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Year | Grantor | Grantor type | Amount | Purpose | Matched by | Filing |
|---|---|---|---|---|---|---|
| 2024 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $10,000 | For grant recipient's exempt purposes | ein | view |
| 2022 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $100,000 | For grant recipient's exempt purposes | ein | view |
| 2020 | AUSTIN COMMUNITY FOUNDATION | DAF sponsor | $201,000 | DINO PIT ENDOWMENT FUND DONATION | ein | view |
| 2019 | AUSTIN COMMUNITY FOUNDATION | DAF sponsor | $101,000 | DINO PIT FUND | ein | view |
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $83,024,768 | $76,438,700 | $83,298,040 | $35,243,119 | $0 | $80,311,900 | $21,049,394 | 151 | 0 |
| 2023 · Form 990 | ||||||||
| $74,623,739 | $61,426,165 | $80,442,399 | $41,258,372 | $0 | $71,686,168 | $22,255,345 | 153 | 0 |
| 2022 · Form 990 | ||||||||
| $70,085,321 | $68,990,772 | $70,057,072 | $28,060,798 | $0 | $67,943,364 | $22,255,345 | 158 | 0 |
| 2021 · Form 990 | ||||||||
| $60,850,634 | $52,732,252 | $64,562,324 | $26,987,070 | $0 | $60,648,574 | $14,684,714 | 149 | 0 |
| 2020 · Form 990 | ||||||||
| $55,635,723 | $55,661,178 | $52,069,429 | $24,970,620 | $0 | $55,617,711 | $17,063,902 | 137 | 0 |
| 2019 · Form 990 | ||||||||
| $50,244,074 | $47,290,696 | $46,869,712 | $24,996,075 | $0 | $49,881,196 | $12,904,355 | 118 | 0 |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $76,438,700 spent · pay $58,472,720 · grants $0 · events $135,614
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $30,448,484 | $30,448,484 | $0 | $0 | 39.8% | |
| Pay: officers, directors, trustees, key employees | $21,049,394 | $15,787,045 | $5,262,349 | $0 | 27.5% | |
| Depreciation and depletion | $5,136,401 | $4,439,183 | $697,218 | $0 | 6.7% | |
| Other (as described) | ONLINE RESEARCH & DATA SUBSCRIPTIONS | $4,723,678 | $4,723,678 | $0 | $0 | 6.2% |
| Information technology | $3,245,876 | $2,805,279 | $440,597 | $0 | 4.2% | |
| Other employee benefits | $2,481,971 | $2,145,067 | $336,904 | $0 | 3.2% | |
| Payroll taxes | $2,422,847 | $2,093,968 | $328,879 | $0 | 3.2% | |
| Pension plan contributions | $2,070,024 | $1,789,038 | $280,986 | $0 | 2.7% | |
| Travel | $1,119,766 | $1,119,766 | $0 | $0 | 1.5% | |
| Occupancy | $877,415 | $758,314 | $119,101 | $0 | 1.1% | |
| Fees: legal | $793,685 | $0 | $793,685 | $0 | 1.0% | |
| Fees: other services | $404,400 | $349,506 | $54,894 | $0 | 0.5% | |
| Other (as described) | CONTRACT SERVICES-OTHER | $319,671 | $276,278 | $43,393 | $0 | 0.4% |
| Other (as described) | PARKING | $264,271 | $228,399 | $35,872 | $0 | 0.3% |
| All other expenses | $221,424 | $40,990 | $180,434 | $0 | 0.3% | |
| Interest | $198,904 | $171,905 | $26,999 | $0 | 0.3% | |
| Other (as described) | RECRUITING AND OTHER HR SERVICES | $183,371 | $158,480 | $24,891 | $0 | 0.2% |
| Office expenses | $151,247 | $130,717 | $20,530 | $0 | 0.2% | |
| Conferences, conventions and meetings | $135,614 | $117,206 | $18,408 | $0 | 0.2% | |
| Fees: accounting | $125,845 | $108,763 | $17,082 | $0 | 0.2% | |
| Insurance | $64,412 | $55,668 | $8,744 | $0 | 0.1% | |
| Total | $76,438,700 | 100% |
2023 · Form 990 · $61,426,165 spent · pay $46,351,775 · grants $0 · events $139,078
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $22,255,345 | $16,691,509 | $5,563,836 | $0 | 36.2% | |
| Other salaries and wages | $16,546,868 | $16,546,868 | $0 | $0 | 26.9% | |
| Depreciation and depletion | $4,754,938 | $4,115,850 | $639,088 | $0 | 7.7% | |
| Other (as described) | ONLINE RESEARCH & DATA SUBSCRIPTIONS | $4,028,152 | $4,028,152 | $0 | $0 | 6.6% |
| Payroll taxes | $3,208,633 | $2,777,376 | $431,257 | $0 | 5.2% | |
| Other employee benefits | $2,565,977 | $2,221,096 | $344,881 | $0 | 4.2% | |
| Information technology | $2,299,172 | $1,990,152 | $309,020 | $0 | 3.7% | |
| Pension plan contributions | $1,774,952 | $1,536,389 | $238,563 | $0 | 2.9% | |
| Travel | $1,082,985 | $1,082,985 | $0 | $0 | 1.8% | |
| Occupancy | $809,417 | $700,627 | $108,790 | $0 | 1.3% | |
| Fees: other services | $348,268 | $301,459 | $46,809 | $0 | 0.6% | |
| Other (as described) | CONTRACT SERVICES-OTHER | $276,932 | $239,711 | $37,221 | $0 | 0.5% |
| Other (as described) | PARKING | $257,374 | $222,782 | $34,592 | $0 | 0.4% |
| Other (as described) | RECRUITING AND OTHER HR SERVICES | $246,742 | $213,579 | $33,163 | $0 | 0.4% |
| All other expenses | $216,487 | $28,521 | $187,966 | $0 | 0.4% | |
| Interest | $180,346 | $156,107 | $24,239 | $0 | 0.3% | |
| Fees: legal | $154,315 | $0 | $154,315 | $0 | 0.3% | |
| Conferences, conventions and meetings | $139,078 | $120,385 | $18,693 | $0 | 0.2% | |
| Fees: accounting | $133,720 | $115,747 | $17,973 | $0 | 0.2% | |
| Office expenses | $81,804 | $70,809 | $10,995 | $0 | 0.1% | |
| Insurance | $64,660 | $55,969 | $8,691 | $0 | 0.1% | |
| Total | $61,426,165 | 100% |
2022 · Form 990 · $68,990,772 spent · pay $54,517,399 · grants $0 · events $117,906
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $26,042,145 | $26,042,145 | $0 | $0 | 37.7% | |
| Pay: officers, directors, trustees, key employees | $22,255,345 | $16,691,509 | $5,563,836 | $0 | 32.3% | |
| Depreciation and depletion | $4,917,524 | $4,198,684 | $718,840 | $0 | 7.1% | |
| Payroll taxes | $2,553,680 | $2,180,385 | $373,295 | $0 | 3.7% | |
| Information technology | $2,278,440 | $2,278,440 | $0 | $0 | 3.3% | |
| Other employee benefits | $2,006,672 | $1,713,338 | $293,334 | $0 | 2.9% | |
| Pension plan contributions | $1,659,557 | $1,416,964 | $242,593 | $0 | 2.4% | |
| Other (as described) | SUBSCRIPTIONS | $1,652,511 | $1,652,511 | $0 | $0 | 2.4% |
| Other (as described) | CONTRACT SERVICES | $1,099,148 | $938,475 | $160,673 | $0 | 1.6% |
| Travel | $1,055,559 | $1,055,559 | $0 | $0 | 1.5% | |
| All other expenses | $772,023 | $498,984 | $273,039 | $0 | 1.1% | |
| Occupancy | $749,997 | $640,363 | $109,634 | $0 | 1.1% | |
| Fees: other services | $484,563 | $413,730 | $70,833 | $0 | 0.7% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $403,530 | $344,542 | $58,988 | $0 | 0.6% |
| Other (as described) | REPAIRS & MAINTENANCE | $264,111 | $225,504 | $38,607 | $0 | 0.4% |
| Fees: legal | $193,841 | $0 | $193,841 | $0 | 0.3% | |
| Interest | $188,285 | $160,762 | $27,523 | $0 | 0.3% | |
| Office expenses | $124,629 | $106,411 | $18,218 | $0 | 0.2% | |
| Conferences, conventions and meetings | $117,906 | $100,671 | $17,235 | $0 | 0.2% | |
| Fees: accounting | $106,782 | $91,173 | $15,609 | $0 | 0.2% | |
| Insurance | $64,524 | $55,092 | $9,432 | $0 | 0.1% | |
| Total | $68,990,772 | 100% |
2021 · Form 990 · $52,732,252 spent · pay $39,125,558 · grants $0 · events $108,878
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $18,478,733 | $18,478,733 | $0 | $0 | 35.0% | |
| Pay: officers, directors, trustees, key employees | $14,684,714 | $11,013,535 | $3,671,179 | $0 | 27.8% | |
| Depreciation and depletion | $4,169,605 | $3,566,635 | $602,970 | $0 | 7.9% | |
| Information technology | $2,933,950 | $2,933,950 | $0 | $0 | 5.6% | |
| Payroll taxes | $2,561,795 | $2,191,332 | $370,463 | $0 | 4.9% | |
| Other employee benefits | $1,930,149 | $1,651,029 | $279,120 | $0 | 3.7% | |
| Pension plan contributions | $1,470,167 | $1,257,565 | $212,602 | $0 | 2.8% | |
| Other (as described) | SUBSCRIPTIONS | $1,215,296 | $1,215,296 | $0 | $0 | 2.3% |
| Other (as described) | CONTRACT SERVICES | $1,199,061 | $1,025,664 | $173,397 | $0 | 2.3% |
| All other expenses | $832,516 | $555,149 | $277,367 | $0 | 1.6% | |
| Occupancy | $663,353 | $567,425 | $95,928 | $0 | 1.3% | |
| Fees: other services | $562,544 | $481,194 | $81,350 | $0 | 1.1% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $505,700 | $432,570 | $73,130 | $0 | 1.0% |
| Travel | $452,221 | $452,221 | $0 | $0 | 0.9% | |
| Other (as described) | REPAIRS & MAINTENANCE | $310,779 | $265,837 | $44,942 | $0 | 0.6% |
| Interest | $204,377 | $174,822 | $29,555 | $0 | 0.4% | |
| Fees: legal | $184,607 | $0 | $184,607 | $0 | 0.4% | |
| Conferences, conventions and meetings | $108,878 | $93,133 | $15,745 | $0 | 0.2% | |
| Fees: accounting | $107,201 | $91,699 | $15,502 | $0 | 0.2% | |
| Office expenses | $87,111 | $74,514 | $12,597 | $0 | 0.2% | |
| Insurance | $69,495 | $59,445 | $10,050 | $0 | 0.1% | |
| Total | $52,732,252 | 100% |
2020 · Form 990 · $55,661,178 spent · pay $43,236,578 · grants $0 · events $20,805
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $21,116,796 | $20,041,276 | $1,075,520 | $0 | 37.9% | |
| Pay: officers, directors, trustees, key employees | $17,063,902 | $12,797,927 | $4,265,975 | $0 | 30.7% | |
| Information technology | $3,138,497 | $3,138,497 | $0 | $0 | 5.6% | |
| Occupancy | $2,958,992 | $2,543,850 | $415,142 | $0 | 5.3% | |
| Payroll taxes | $2,073,547 | $1,782,632 | $290,915 | $0 | 3.7% | |
| Depreciation and depletion | $1,776,349 | $1,527,130 | $249,219 | $0 | 3.2% | |
| Other employee benefits | $1,691,975 | $1,454,594 | $237,381 | $0 | 3.0% | |
| Other (as described) | CONTRACT SERVICES | $1,401,250 | $1,204,657 | $196,593 | $0 | 2.5% |
| Pension plan contributions | $1,290,358 | $1,109,323 | $181,035 | $0 | 2.3% | |
| Other (as described) | SUBSCRIPTIONS | $898,437 | $898,437 | $0 | $0 | 1.6% |
| Fees: other services | $616,000 | $529,576 | $86,424 | $0 | 1.1% | |
| All other expenses | $417,828 | $219,114 | $198,714 | $0 | 0.8% | |
| Other (as described) | REPAIRS & MAINTENANCE | $364,594 | $313,442 | $51,152 | $0 | 0.7% |
| Fees: legal | $262,927 | $0 | $262,927 | $0 | 0.5% | |
| Other (as described) | PARKING | $247,900 | $213,120 | $34,780 | $0 | 0.4% |
| Office expenses | $126,423 | $108,686 | $17,737 | $0 | 0.2% | |
| Fees: accounting | $96,155 | $82,665 | $13,490 | $0 | 0.2% | |
| Insurance | $68,650 | $59,018 | $9,632 | $0 | 0.1% | |
| Travel | $29,793 | $29,793 | $0 | $0 | 0.1% | |
| Conferences, conventions and meetings | $20,805 | $17,886 | $2,919 | $0 | 0.0% | |
| Total | $55,661,178 | 100% |
2019 · Form 990 · $47,290,696 spent · pay $36,298,999 · grants $0 · events $37,467
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $19,247,307 | $17,947,835 | $1,299,472 | $0 | 40.7% | |
| Pay: officers, directors, trustees, key employees | $12,904,355 | $9,678,266 | $3,226,089 | $0 | 27.3% | |
| Information technology | $2,869,125 | $2,869,125 | $0 | $0 | 6.1% | |
| Occupancy | $2,524,968 | $2,176,571 | $348,397 | $0 | 5.3% | |
| Depreciation and depletion | $1,646,105 | $1,418,974 | $227,131 | $0 | 3.5% | |
| Other employee benefits | $1,559,175 | $1,344,039 | $215,136 | $0 | 3.3% | |
| Payroll taxes | $1,387,881 | $1,196,380 | $191,501 | $0 | 2.9% | |
| Pension plan contributions | $1,200,281 | $1,034,666 | $165,615 | $0 | 2.5% | |
| Other (as described) | SUBSCRIPTIONS | $737,767 | $737,767 | $0 | $0 | 1.6% |
| Fees: other services | $600,516 | $517,656 | $82,860 | $0 | 1.3% | |
| Travel | $531,979 | $531,979 | $0 | $0 | 1.1% | |
| All other expenses | $490,898 | $291,971 | $198,927 | $0 | 1.0% | |
| Other (as described) | CONTRACT SERVICE | $474,071 | $408,658 | $65,413 | $0 | 1.0% |
| Other (as described) | REPAIRS & MAINTENANCE | $394,946 | $340,451 | $54,495 | $0 | 0.8% |
| Other (as described) | PARKING | $219,266 | $189,011 | $30,255 | $0 | 0.5% |
| Fees: legal | $171,519 | $0 | $171,519 | $0 | 0.4% | |
| Office expenses | $123,414 | $106,385 | $17,029 | $0 | 0.3% | |
| Fees: accounting | $101,590 | $87,573 | $14,017 | $0 | 0.2% | |
| Insurance | $68,066 | $58,674 | $9,392 | $0 | 0.1% | |
| Conferences, conventions and meetings | $37,467 | $32,297 | $5,170 | $0 | 0.1% | |
| Total | $47,290,696 | 100% |