Nonprofit · EIN 74-2765082
THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY
Tax-exempt · AUSTIN, TX 78701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $83,024,768 | $76,438,700 | $6,586,068 | $83,298,040 | $48,054,921 | $35,243,119 |
| August 31, 2024 | 990 | $74,623,739 | $61,426,165 | $13,197,574 | $80,442,399 | $39,184,027 | $41,258,372 |
| August 31, 2023 | 990 | $70,085,321 | $68,990,772 | $1,094,549 | $70,057,072 | $41,996,274 | $28,060,798 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $80,311,900
- Investment income
- $2,712,868
- Net gain from sales of assets
- -$22,679
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $21,049,394
- Other salaries and wages
- $30,448,484
- Salaries, compensation and benefits (total)
- $58,472,720
- Professional fundraising fees
- $0
- Legal fees
- $793,685
- Accounting fees
- $125,845
- Occupancy
- $877,415
- Travel
- $1,119,766
- Depreciation
- $5,136,401
- Program services (functional)
- $67,747,734
- Management and general (functional)
- $8,690,966
Balance sheet and other
- Total assets, start of year
- $80,442,399
- Total assets, end of year
- $83,298,040
- Total liabilities, end of year
- $48,054,921
- Net assets, end of year
- $35,243,119
- Land, buildings and equipment
- $17,409,881
- Gross receipts
- $83,052,264
- Employees
- 151
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER Officer | 40 | $2,633,534 | $0 | $2,529,377 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,391,718 | $0 | $1,441,860 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,106,295 | $0 | $1,397,721 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,026,261 | $0 | $1,177,633 |
| PATRICK PACE | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,019,815 | $0 | $1,141,037 |
| COURTNEY POWERS | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $930,226 | $0 | $1,008,782 |
| ANTHONY CARUSO | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $844,131 | $0 | $1,009,392 |
| AMANDA HOPPER | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $739,486 | $0 | $975,620 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER Officer | 40 | $757,747 | $0 | $818,772 |
| MUKUND JOSHI | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $684,625 | $0 | $822,734 |
| CRAIG THOMAS | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $641,104 | $0 | $847,163 |
| UZIEL YOELI | MANAGING DIRECTOR - RISK MANAGEMENT Officer | 40 | $656,356 | $0 | $744,307 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY Trustee or director, Officer | 1 | $0 | $1,048,043 | $237,387 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER Officer | 40 | $683,526 | $0 | $598,461 |
| JAMES R KAMPFE | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $565,816 | $0 | $667,843 |
19 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH STANDLEY | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $579,273 | $0 | $447,224 |
| TIMOTHY JONES | SENIOR DIRECTOR - RISK MANAGMENT Highest-paid employee | 40 | $551,458 | $0 | $453,933 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS Highest-paid employee | 40 | $515,013 | $0 | $480,861 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER Officer | 40 | $544,307 | $0 | $450,538 |
| KYLE BURHOP | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $529,552 | $0 | $433,495 |
| HARLAND DOAK | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $532,941 | $0 | $417,546 |
| ALISON ROGERS-MCCOY | MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $518,752 | $0 | $408,622 |
| GARY HILL | MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING Officer | 40 | $461,116 | $0 | $399,410 |
| JONATHAN PRUITT | DIRECTOR Trustee or director | 1 | $0 | $700,456 | $39,517 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANIECE LONGORIA | DIRECTOR/VICE CHAIRMAN FOR POLICY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAY GRAHAM | DIRECTOR/VICE CHARIMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINA MELTON CRAIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BAGGETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DWIGHT SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD BERK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANET HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JODIE LEE JILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY NIXON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 33 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER Officer | 40 | $4,050,977 | $0 | $1,289,536 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,977,801 | $0 | $805,664 |
| THOMAS BRITTON HARRIS IV | PRESIDENT AND CHIEF EXECUTIVE OFFICER Former | 0 | $2,718,358 | $0 | $40,199 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,631,604 | $0 | $504,943 |
| PATRICK PACE | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,596,152 | $0 | $452,392 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,512,762 | $0 | $494,859 |
| COURTNEY POWERS | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,309,264 | $0 | $530,442 |
| ANTHONY CARUSO | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,109,361 | $0 | $513,748 |
| AMANDA HOPPER | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $1,075,353 | $0 | $333,508 |
| MUKUND JOSHI | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $959,221 | $0 | $323,422 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY Trustee or director, Officer | 1 | $0 | $995,267 | $240,772 |
| KENNETH STANDLEY | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $876,338 | $0 | $300,390 |
| CRAIG THOMAS | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $773,945 | $0 | $336,956 |
| UZIEL YOELI | MANAGING DIRECTOR - RISK MANAGEMENT Officer | 40 | $791,942 | $0 | $314,554 |
| TIMOTHY JONES | SENIOR DIRECTOR - RISK MANAGMENT Highest-paid employee | 40 | $828,870 | $0 | $267,650 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER Officer | 40 | $798,567 | $0 | $288,529 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER Officer | 40 | $741,433 | $0 | $328,406 |
| JAMES R KAMPFE | MANAGING DIRECTOR - INVESTMENTS Officer | 40 | $752,360 | $0 | $264,617 |
| KYLE BURHOP | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $731,792 | $0 | $275,080 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS Highest-paid employee | 40 | $753,100 | $0 | $242,431 |
| BRAD MCCARTER | SENIOR DIRECTOR - INVESTMENTS Highest-paid employee | 40 | $698,639 | $0 | $236,405 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER Officer | 40 | $490,225 | $0 | $250,211 |
| GARY HILL | MANAGING DIRECTOR - OPERATIONS, ACCOUNTING & REPORTING Officer | 40 | $446,902 | $0 | $202,350 |
| ALISON ROGERS-MCCOY | MANAGING DIRECTOR AND CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $258,188 | $0 | $248,010 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAY GRAHAM | DIRECTOR/VICE CHARIMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID BAGGETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD BERK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANET HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANIECE LONGORIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JODIE LEE JILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY NIXON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THOMAS BRITTON HARRIS IV | PRESIDENT AND CHIEF EXECUTIVE OFFICER Officer | 40 | $3,982,438 | $0 | $2,217,124 |
| RICHARD L HALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER Officer | 40 | $1,619,768 | $0 | $1,759,831 |
| RODNEY R RUEBSAHM | SENIOR MANAGING DIRECTOR Officer | 40 | $749,002 | $0 | $918,050 |
| SUSAN CHEN | SENIOR MANAGING DIRECTOR Officer | 40 | $769,134 | $0 | $642,574 |
| EDWARD LEWIS | SENIOR MANAGING DIRECTOR Officer | 40 | $719,742 | $0 | $690,852 |
| UZIEL YOELI | MANAGING DIRECTOR Officer | 40 | $943,584 | $0 | $460,826 |
| PATRICK PACE | MANAGING DIRECTOR Officer | 40 | $641,864 | $0 | $692,757 |
| JAMES R KAMPFE | MANAGING DIRECTOR Officer | 40 | $838,689 | $0 | $468,653 |
| HARLAND DOAK | SENIOR DIRECTOR Highest-paid employee | 40 | $761,278 | $0 | $424,553 |
| COURTNEY POWERS | MANAGING DIRECTOR Officer | 40 | $477,155 | $0 | $603,149 |
| JOAN MOELLER | COO, CORP. SECRETARY & TREASURER Officer | 40 | $728,487 | $0 | $341,497 |
| JAMES B MILLIKEN | DIRECTOR/VICE CHAIRMAN FOR POLICY Trustee or director, Officer | 1 | $0 | $952,919 | $49,640 |
| ANTHONY CARUSO | MANAGING DIRECTOR Officer | 40 | $419,530 | $0 | $580,737 |
| AMANDA HOPPER | MANAGING DIRECTOR Officer | 40 | $482,470 | $0 | $430,749 |
| MUKUND JOSHI | MANAGING DIRECTOR Officer | 40 | $437,797 | $0 | $451,289 |
| KENNETH STANDLEY | SENIOR DIRECTOR Highest-paid employee | 40 | $346,203 | $0 | $373,973 |
| CAROLINA DE ONIS | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER Officer | 40 | $386,408 | $0 | $303,501 |
| TIMOTHY JONES | SENIOR DIRECTOR-RISK MANAGMENT Highest-paid employee | 40 | $347,437 | $0 | $331,982 |
| GARY HILL | MANAGING DIRECTOR Officer | 40 | $442,859 | $0 | $213,005 |
| EDWARD MORRIS | SENIOR DIRECTOR-INVESTMENTS Highest-paid employee | 40 | $341,657 | $0 | $289,193 |
| MICHAEL SJOLANDER | CHIEF TECHNOLOGY OFFICER Officer | 40 | $524,709 | $0 | $37,800 |
| ANSON CHUAH | ASSOCIATE DIRECTOR-INVESTMENTS Highest-paid employee | 40 | $348,267 | $0 | $205,518 |
| KENNETH REEVES SR | MANAGING DIRECTOR Officer | 40 | $363,388 | $0 | $44,105 |
| MICHAEL DEAN | MANAGING DIRECTOR Former | 40 | $384,632 | $0 | $22,231 |
| GUS DEERING | MANAGING DIRECTOR AND CHIEF TECHNOLOGY OFFICER Officer | 40 | $173,492 | $0 | $201,823 |
| JAMES CONRAD WEAVER | DIRECTOR/CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RAY ROTHROCK | DIRECTOR/VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CLIFTON L THOMAS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD BERK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANET HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANIECE LONGORIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY GRAHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JODIE LEE JILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY NIXON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT GAUNTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 210 WEST 7TH STREET SUITE 1700, AUSTIN, TX 78701-2903
- In care of
- % KIM BAUER
- Principal officer (990 for 2024)
- RICHARD L HALL, 210 W 7TH STREET 1700, AUSTIN, TX 78701
- Signed the 990
- RICHARD L HALL, PRESIDENT, CEO AND CIO
- Phone
- (512) 225-1600
- Website
- WWW.UTIMCO.ORG
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.
Program accomplishments
- Investment of funds under the control and management of the Board of Regents of The University of Texas System.Expenses $67,747,734 · revenue $80,311,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 74-2765082
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43B)
- Assets (IRS master file)
- $83,298,040
- Income (IRS master file)
- $83,052,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $83,024,768 | $76,438,700 | $83,298,040 | XML |
| 990 | August 2024 | $74,623,739 | $61,426,165 | $80,442,399 | XML |
| 990 | August 2023 | $70,085,321 | $68,990,772 | $70,057,072 | XML |
| 990 | August 2022 | $60,850,634 | $52,732,252 | $64,562,324 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2765082).
Questions about THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY
- What is the EIN of THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY?
- The employer identification number (EIN) of THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY is 74-2765082.
- Is THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended August 31, 2025 names RICHARD L HALL.
- Who are the officers and directors of THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended August 31, 2025 lists 34 people; 22 received compensation from the organization, the highest $2,633,534 (RICHARD L HALL, PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER).
- How much revenue does THE UNIVERSITY OF TEXAS TEXAS A M INVESTMENT MANAGEMENT COMPANY have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $83,024,768, expenses of $76,438,700 and total assets of $83,298,040 at year end.
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