Texas Alpha Endowment Fund INC: Nonprofit Profile, Financials & Form 990 (EIN 74-2560499)

Revenue by fiscal year
FY2020	$377K
FY2021	$257K
FY2022	$501K
FY2024	$308K
FY2025	$900K

Expenses by fiscal year
FY2020	$321K
FY2021	$200K
FY2022	$176K
FY2024	$260K
FY2025	$578K

Net assets by fiscal year
FY2020	$167K
FY2021	$224K
FY2022	$549K
FY2024	$464K
FY2025	$787K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $564K Management & general 1% · $8K Fundraising 1% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Kelly Fish

President to 1/24/25

$0Pt VII · Sec A

Tom Pennington

President from 1/25/25

$0Pt VII · Sec A

Brian Crow

Vice President to 1/24/25

$0Pt VII · Sec A

Rob Zivney

Vice President from 1/25/25

$0Pt VII · Sec A

Ken Sandoval

Treasurer to 1/24/25

$0Pt VII · Sec A

Alan Orwick

Treasurer from 1/25/25

$0Pt VII · Sec A

Brad Fisher

Director

$0Pt VII · Sec A

Trent Patterson

Director

$0Pt VII · Sec A

See Texas Alpha Endowment Fund INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds educational and leadership programs for students at the University of Texas.

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Provided by the organization

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1 program · $564K · in their own filed words · FY2024

01

The T.A.E.F provides funding for educational and leadership programs including, but not limited to, individual scholarships and grants, tutoring, career mentoring, leadership training, educational seminars, and lectures, the support of overseas study or summer internships, and grants for educational areas and resources within the chapter…

$564Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 10 grants · $1.2M · 2019–2024

Austin Limestone Management Group INCTX · FY2024$527,532

Austin Limestone Management Group INCTX · FY2023$174,500

Austin Limestone Management Group INCTX · FY2021$91,463

Unitemized GrantFY2021$1,000

Austin Limestone Management Group INCTX · FY2020$136,000

Texas Alpha House Board INCTX · FY2020$45,000

Austin Limestone Management Group INCTX · FY2019$135,000

Texas Alpha House Board INCTX · FY2019$45,000

Individual RecipientFY2019$2,045

Silver Spurs Alumni Association INCTX · FY2019$1,300

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$900K

Ln 12

Gifts and grantsLn 1h$899K

Investment incomeLn 3$1K

Money outPt IX

$578K

Ln 25

Programscol B$564K

Managementcol C$8K

Fundraisingcol D$6K

Owns and owesPt X

$787K

net assets · Ln 32

Cash and savingsLn 1–2$185K

Total assetsLn 16$787K

LiabilitiesLn 26$0

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$899K

Noncash giftsLn 1g$501K

Investment incomeLn 3$1K

Gains on assetsLn 7−$20K

Total revenueLn 12$900K

Assets in detailPt X, end of year

CashLn 1$185K

Cash and savings togetherLn 1–2$185K

InvestmentsLn 11–13$589K

Land, buildings, equipmentLn 10c$13K

Total assetsLn 16$787K

LiabilitiesLn 26$0

Net assetsLn 32$787K

OperationsPt I, VI

EmployeesI 50

VolunteersI 610

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$118K	$185K
InvestmentsLn 11–13	$327K	$589K
Land, buildings, equipmentLn 10c	$19K	$13K
Total assetsLn 16	$464K	$787K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$464K	$787K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$528K	$528K
Legal feesLn 11b	$696		$696
Accounting feesLn 11c	$7K		$7K
Investment management feesLn 11f	$120		$120
Other fees for servicesLn 11g	$6K			$6K
Office expensesLn 13	$2K	$2K
Information technologyLn 14	$5K	$5K
TravelLn 17	$338	$338
Depreciation, depletion and amortizationLn 22	$6K	$6K
Other expenses (24a–d)Ln 24	$23K	$23K
Total functional expensesLn 25	$578K	$564K	$8K	$6K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$900K	$578K	$322K	$787K	990 PDF
FY2024	$308K	$260K	$49K	$464K	990 PDF
FY2023	Not on file
FY2022	$501K	$176K	$325K	$549K	990 PDF
FY2021	$257K	$200K	$58K	$224K	990 PDF
FY2020	$377K	$321K	$56K	$167K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $900,041 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $270,603$898,543

I-9 Program service revenuePrior year $23,410$0

I-10 Investment incomePrior year $14,287$1,498

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $308,300$900,041

I-13 Grants and similar amounts paidPrior year $174,500$527,532

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $85,147$50,009

I-18 Total expensesPrior year $259,647$577,541

I-19 Revenue less expensesPrior year $48,653$322,500

Part VI · Governance 7 of 7 board members independent, 3 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $900,041 across 6 lines filed

VIII-1f All other contributions, gifts and grants$898,543

VIII-1g Noncash contributions (included above)$500,645

VIII-1h Total contributions, gifts and grants$898,543

VIII-3 Investment incomeExcluded from tax $21,539$21,539

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$20,041−$20,041

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,498$900,041

Part IX · Statement of functional expenses $577,541 across 10 lines filed

IX-1 Grants to domestic organizationsPrograms $527,532$527,532

IX-11b Legal feesManagement $696$696

IX-11c Accounting feesManagement $7,425$7,425

IX-11f Investment management feesManagement $120$120

IX-11g Other fees for servicesFundraising $5,559$5,559

IX-13 Office expensesPrograms $1,511$1,511

IX-14 Information technologyPrograms $4,641$4,641

IX-17 TravelPrograms $338$338

IX-22 Depreciation, depletion and amortizationPrograms $6,297$6,297

IX-24 Other expenses (24a–d)Programs $23,422$23,422

IX-25 Total functional expensesPrograms $563,741 · Management $8,241 · Fundraising $5,559$577,541

Part X · Balance sheet $786,686 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $118,425$184,850

X-10c Land, buildings and equipment, netStart of year $18,892$12,595

X-11 Publicly traded securitiesStart of year $326,869$589,241

X-16 Total assetsStart of year $464,186$786,686

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $161,575$484,075

X-28 Net assets with donor restrictionsStart of year $302,611$302,611

X-32 Total net assets or fund balancesStart of year $464,186$786,686

X-33 Total liabilities and net assetsStart of year $464,186$786,686

Part XI · Reconciliation of net assets $786,686 net assets at year end

XI-1 Total revenue$900,041

XI-2 Total expenses$577,541

XI-3 Revenue less expenses$322,500

XI-4 Net assets at start of year$464,186

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$786,686

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Texas Alpha Endowment Fund INC

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Texas Alpha Endowment Fund INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV