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Una Chapman Cox Foundation EIN 31-1680916

Una Chapman Cox Foundation

EIN  31-1680916 Supporting organization Corp Christi, TX
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 9/4/26 · see original filing: IRS
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Size
$1–10M
What they do
Supports the U.S. Foreign Service with projects, programs, and public awareness.
Leadership
Jo Ellen Powell · Executive Director · $133K
Money in and out
$2.0M revenue, $1.6M expenses
Bottom line
+22% net inflow

Supports the U.S. Foreign Service with projects, programs, and public awareness. For fiscal year 2025 it reported $2.0M in revenue, $1.6M in expenses, and $78.9M in net assets.Pt I

Money in and out · FY2025
Total revenue
$2.0M
Pt VIII · Ln 12
Total expenses
$1.6M
Pt IX · Ln 25
Net assets
$78.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $447K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.20
Net inflow
+22%
revenue over expenses, this year▼ -68% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
80%
of expenses reach stated programs▼ -7% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$2.0M
FY2025▼ -70%
Expenses
$1.6M
FY2025▼ -25%
Total assets
$78.9M
FY2025▲ +11%
Total liabilities
$0
FY2025▼ -100%
Total revenue
$2.0M
Pt VIII · Ln 12
Total expenses
$1.6M
Pt IX · Ln 25
Net assets
$78.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$447K
Total assetsPt X · Ln 16$78.9M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 42
Mission & Programs · Part III

Where the work happens

3 program services account for $442K of program spending, described in the organization's own filed words · FY2024.
01

Meridian-Cox Foreign Service Fellowship

The cox foundation and meridian international center hosted for a second consecutive year a successful week-long seminar that brought together students from around the country to learn about careers in the U.S. Foreign service.

$188Kprogram expense
02

American Diplomacy Project

In year 3 of this project, the team continued to engage with senate and house foreign affairs committees as well as with other congressional offices to ensure that provisions of the "blueprints for a more modern U.S.

$151Kprogram expense
03

Adst

A century of service and sacrifice: to mark the centenary of the U.S. Foreign service, the foundation contracted with the association for diplomatic studies and training created an anthology based on oral histories of more than 35 stories of how american diplomats have protected U.S. Citizens abroad, supported U.S.

$104Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUna Chapman Cox Foundation
EINHdr · item D31-1680916
Principal addressHdr · item CCorp Christi, TX
WebsiteHdr · item Juccoxfoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFPublic & Societal Benefit (W200)
Ruling yearIRS BMFFeb 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b2
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Jo Ellen Powell
Executive Director
$132,869Pt VII · Sec A
Shannon Wilde
President
$89,650Pt VII · Sec A
Larry Wood
Secretary/Treasurer
$63,954Pt VII · Sec A
Glyn Davies
Foreign Service Trustee
$31,174Pt VII · Sec A
$31,174Pt VII · Sec A
Dian Van De Mark
Former Trustee
$31,174Pt VII · Sec A

Jo Ellen Powell’s $133K as Executive Director is at the 42nd percentile of top reported officer pay among 731 $1–10M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jo Ellen Powell$132,869$128,868———
Lino Gutierrez———$111,235$109,431
Shannon Wilde$89,650$91,920$66,061$56,619$55,424
Margo Branscomb———$77,809$76,350
Larry Wood$63,954$63,953$37,016$26,933$26,933
Katherine Canavan———$37,053$36,933
Glyn Davies$31,174$31,174$7,000$5,000—
Grey Vandemark$31,174————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income$2.0M · 99%
Other revenue$18K · 1%
Investment income99%$2.0M
Other revenue1%$18K
Total revenueLn 12$2.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.20
Program services80%$1.3M
Management & general20%$319K
Total functional expensesLn 25$1.6M

Balance Sheet

Part X · end of year
CashLn 1$538K
Total assetsLn 16$78.9M
Total liabilitiesLn 26$0
Total net assetsLn 32$78.9M
Months of cash on handcomputed4.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $78.8M · Operating expenses/yr $1.6M
602.3 months
Where the money goes
Program services
Program services $1.3M · Total expenses $1.6M
80%
Management & General
Management & general $319K · Total expenses $1.6M
20%
Fundraising
Fundraising $0 · Total expenses $1.6M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $2.0M
0%
Government reliance
Government grants — · Total revenue $2.0M
—
Earned-income share
Program service revenue $0 · Total revenue $2.0M
0%
Investment reliance
Investment income $2.0M · Total revenue $2.0M
+99%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.6M
0%
Growth & trend
Revenue growth (YoY)
This year $2.0M · Prior year $6.8M
-70%
Revenue CAGR
FY2020 $2.8M · FY2024 $2.0M
-8%
Net-asset trend (YoY)
End of year $78.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.0M · Expenses $1.6M
+22%
Liabilities-to-Assets
Total liabilities — · Total assets $78.9M
—
Net-asset ratio
Net assets $78.9M · Total assets $78.9M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $78.3M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $78.9M
99%
People & payroll
Highest Reported Total Compensation
Individual Jo Ellen Powell · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $133K · Total expenses $1.6M
8%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $442K · Total expenses $1.6M
28%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%——
Overhead ratio 20%——
Revenue growth -70%——
Investment management fee ratio 0%——
Legal fee ratio 1%——
Accounting fee ratio 3%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $1.8M · 2020–2024
US Department of StateFY2024$95,000
US Department of StateFY2023$552,660
US Department of StateFY2022$408,050
US Department of StateFY2021$321,714
US Department of StateFY2020$451,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$2.0M revenue · viewing · ⤓ 990 PDF
FY2024$6.8M revenue · ⤓ 990 PDF
FY2023$2.3M revenue · ⤓ 990 PDF
FY2022$4.1M revenue · ⤓ 990 PDF
FY2021$2.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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