Unizin Ltd

Tax-deductible

Austin, TX501(c)(3)Since 2015EducationEIN 81-0721725

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Unizin, Ltd. Was formed to engage in activities and programs that improve education, research and learning experiences by providing an environment, built on collaboration, data, standards, and scale for colleges, universities and other institutions of education and research, for delivery of a comprehensive, integrated ecosystem that serves the educational missions of colleges and universities.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$1.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $276K a year · 6% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
to officers and key staff · 37% of spending
Top officer’s pay higher than 89% of similar orgs
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$970K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.3M
+12% vs prior year
Spent
$4.7M
To programs
82%
Net assets
$4.1M
By yearFY2021–FY2024
Revenue
$5.3M
FY2024▲ +12%
Revenue by fiscal year
FY2021$4.8M
FY2022$4.4M
FY2023$4.2M
FY2024$4.7M
FY2024$5.3M
Expenses
$4.7M
FY2024▲ +7%
Expenses by fiscal year
FY2021$4.4M
FY2022$3.9M
FY2023$4.4M
FY2024$4.3M
FY2024$4.7M
Net assets
$4.1M
FY2024▲ +19%
Net assets by fiscal year
FY2021$2.8M
FY2022$3.3M
FY2023$3.1M
FY2024$3.5M
FY2024$4.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2016.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $3.8M Management & general 18% · $840K

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

24 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
$233,853Pt VII · Sec A
SR Director of Research
$207,112Pt VII · Sec A
$202,554Pt VII · Sec A
Dir Engineering
$190,537Pt VII · Sec A
Reliability Engine
$159,034Pt VII · Sec A
SR Bus Analyst
$157,781Pt VII · Sec A
Python Engineer
$143,626Pt VII · Sec A
Director of Business Development
$142,047Pt VII · Sec A

Barton Pursel’s $234K as CTO is at the 89th percentile of top reported officer pay among 3395 $1–10M education 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

NameFY2024FY2024FY2023FY2022FY2021
Barton Pursel$233,853$212,298$194,468$18,672—
Catherine O'Bryan—$193,152$231,785$217,981$52,742
James Russell$207,112$181,558$164,406$153,854—
Glenda Genchur$202,554$190,482$183,595$173,252$165,938
Derek Gleim$190,537$176,392$165,903$160,388$144,019
Etienne Pelaprat———$105,369$189,456
Stephan Nicklow————$162,363
Cody Simpson$159,034$151,555$142,470$138,086$131,455

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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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 15aYes

Programs and updates

Improves education and research by providing a collaborative ecosystem for colleges and universities.

Provided by the organization

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1 program service account for $3.8M of program spending, described in the organization's own filed words · FY2024.
01

Unizin provides software products and services to our consortium with the goal of improving teaching and learning through improved access to, affordability of, and use of digital technology resources.

$3.8Mprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$25

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.3M
Ln 12
Fees for servicesLn 2g$5.0M
Investment incomeLn 3$254K
Other incomeLn 4–11$50K
Money outPt IX
$4.7M
Ln 25
Programscol B$3.8M
Managementcol C$840K
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$5.0M
Total assetsLn 16$5.1M
LiabilitiesLn 26$970K
PeoplePt VI, VII
24
listed · VII A
PaidVII A10
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$5.0M
Investment incomeLn 3$254K
Other incomeLn 4–11$50K
Gains on assetsLn 7$0
Total revenueLn 12$5.3M
Assets in detailPt X, end of year
CashLn 1$204K
SavingsLn 2$4.8M
Cash and savings togetherLn 1–2$5.0M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$5.1M
LiabilitiesLn 26$970K
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 523
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.1M$5.0M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$4.3M$5.1M
LiabilitiesLn 26$779K$970K
Net assetsLn 32$3.5M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$1.1M$911K$236K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.8M$1.4M$353K
Pension plan contributionsLn 8$81K$72K$9K
Other employee benefitsLn 9$226K$186K$40K
Payroll taxesLn 10$203K$163K$40K
Management feesLn 11a$0
Legal feesLn 11b$222K$200K$22K
Accounting feesLn 11c$35K$35K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5K$5K$504
Advertising and promotionLn 12$0
Office expensesLn 13$29K$29K
Information technologyLn 14$726K$725K$665
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$84K$84K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$28K$28K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$28K$28K
Other expenses (24a–d)Ln 24$47K$47K
All other expensesLn 24e$0
Total functional expensesLn 25$4.7M$3.8M$840K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $4.7M$4.3M$416K$3.5M 990 PDF
FY2023 $4.2M$4.4M−$184K$3.1M 990 PDF
FY2022 $4.4M$3.9M$500K$3.3M 990 PDF
FY2021 $4.8M$4.4M$371K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $5,304,157 across 9 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,000,197$5,000,197
VIII-3 Investment incomeRelated to mission $253,960$253,960
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $50,000$50,000
VIII-12 Total revenueRelated to mission $5,304,157$5,304,157
Part IX · Statement of functional expenses $4,655,379 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $910,784 · Management $235,989$1,146,773
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,442,123 · Management $353,067$1,795,190
IX-8 Pension plan contributionsPrograms $72,138 · Management $8,871$81,009
IX-9 Other employee benefitsPrograms $186,228 · Management $39,597$225,825
IX-10 Payroll taxesPrograms $163,124 · Management $39,906$203,030
IX-11a Management fees$0
IX-11b Legal feesPrograms $199,507 · Management $22,168$221,675
IX-11c Accounting feesManagement $35,478$35,478
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $4,536 · Management $504$5,040
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $28,794$28,794
IX-14 Information technologyPrograms $724,985 · Management $665$725,650
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $84,415$84,415
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $27,618$27,618
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $27,878$27,878
IX-24 Other expenses (24a–d)Management $47,004$47,004
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $3,815,458 · Management $839,921 · Fundraising $0$4,655,379
Part X · Balance sheet $5,102,493 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $86,405$204,230
X-2 Savings and temporary cash investmentsStart of year $4,049,860$4,776,186
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $78,794$14,915
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $47,981$107,162
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $4,263,040$5,102,493
X-17 Accounts payable and accrued expensesStart of year $77,931$94,118
X-19 Deferred revenueStart of year $701,344$875,832
X-26 Total liabilitiesStart of year $779,275$969,950
X-27 Net assets without donor restrictionsStart of year $3,483,765$4,132,543
X-32 Total net assets or fund balancesStart of year $3,483,765$4,132,543
X-33 Total liabilities and net assetsStart of year $4,263,040$5,102,493
Part XI · Reconciliation of net assets $4,132,543 net assets at year end
XI-1 Total revenue$5,304,157
XI-2 Total expenses$4,655,379
XI-3 Revenue less expenses$648,778
XI-4 Net assets at start of year$3,483,765
XI-10 Net assets at end of year$4,132,543

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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