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Texas A & M Research Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$81.1M (2023)

Expenses
$81.1M (2023)

Total Assets
$17.2M (2023)

Total Liabilities
$7.95M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,073,939
Expenses
$81,069,228
Net Income
$4,711
Net Assets
$9,246,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,229,876
99.0%
Investment Income $208,596
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $111,305
0.1%
Net Inventory Sales $0
Other Revenue $524,162
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $9,052,920
11.2%
Assets/Debt
Total Assets $17,192,053
Total Liabilities $7,945,179
Net Assets $9,246,874
Compensation
Key Employees and Officers Compensation Related Other
Joe Elabd (Chairman Of Bod) $0 $0 $0
Jack G Baldauf (President & Ceo) $0 $0 $0
Kristi M Billinger (Vice Pres & Coo) $0 $0 $0
Warren Deluca (Vice Pres & Sec) $0 $0 $0
Evan Bryant (Vice Pres & Cfo) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,408,411
Expenses
$73,757,841
Net Income
-$2,349,430
Net Assets
$9,242,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,000,585
> 100%
Investment Income $99,972
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$116,223
Net Inventory Sales $0
Other Revenue -$1,575,923
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,493,961
11.5%
Assets/Debt
Total Assets $14,329,971
Total Liabilities $5,087,808
Net Assets $9,242,163
Compensation
Key Employees and Officers Compensation Related Other
Jack Baldauf (President & Ceo) $0 $0 $0
Kristi Billinger (Vice President, Chief Operating Officer) $0 $0 $0
Joe Elabd (Chairman Of The Board Of Directors) $0 $0 $0
Warren De Luca (Vice President & Corporate Secretary) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,742,890
Expenses
$64,093,272
Net Income
$649,618
Net Assets
$11,591,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,305,320
97.8%
Investment Income $92,210
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$55,001
Net Inventory Sales $0
Other Revenue $1,400,361
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $9,289,066
14.5%
Assets/Debt
Total Assets $17,651,760
Total Liabilities $6,060,167
Net Assets $11,591,593
Compensation
Key Employees and Officers Compensation Related Other
Jack Baldauf (President & Ceo) $0 $0 $0
Joe Elabd (Director Chairman Of The Board) $0 $0 $0
Kristi Billinger (Vice President, Chief Operating Officer) $0 $0 $0
Mark Barteau (President & Ceo) $0 $0 $0
Jon Mogford (Director Chairman Of The Board) $0 $0 $0
Steven Garrett (Vice President, General Counsel & Corporate Secret) $0 $0 $0
Dana Thomas (Vice President, Cfo And Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,662,906
Expenses
$63,047,129
Net Income
-$384,223
Net Assets
$10,941,975
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,642,575
98.4%
Investment Income $143,804
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$155,498
Net Inventory Sales $0
Other Revenue $1,032,025
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,656,451
13.7%
Assets/Debt
Total Assets $16,510,908
Total Liabilities $5,568,933
Net Assets $10,941,975
Compensation
Key Employees and Officers Compensation Related Other
Mark A Barteau (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director Chairman Of The) $0 $0 $0
Kristi Billinger (Vice President, Chief Operating Officer) $0 $0 $0
Steven Garrett (Vice President, General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,891,224
Expenses
$67,000,656
Net Income
-$2,109,432
Net Assets
$11,326,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,726,057
99.7%
Investment Income $184,911
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$114,126
Net Inventory Sales $0
Other Revenue $94,382
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,570,221
11.3%
Assets/Debt
Total Assets $16,021,713
Total Liabilities $4,695,515
Net Assets $11,326,198
Compensation
Key Employees and Officers Compensation Related Other
Mark A Barteau (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director Chairman Of The) $0 $0 $0
Kristi Billinger (Vice President, Director) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,335,506
Expenses
$71,292,353
Net Income
$43,153
Net Assets
$12,948,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,594,651
99.0%
Investment Income $319,959
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,594
0.2%
Net Inventory Sales $0
Other Revenue $279,302
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,565,750
12.0%
Assets/Debt
Total Assets $19,297,222
Total Liabilities $6,348,467
Net Assets $12,948,755
Compensation
Key Employees and Officers Compensation Related Other
Mark A Barteau (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director Chairman Of The) $0 $0 $0
Kristi Billinger (Vice President, Director) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,064,469
Expenses
$79,682,883
Net Income
-$1,618,414
Net Assets
$12,905,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,447,957
99.2%
Investment Income $197,664
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$67,813
Net Inventory Sales $0
Other Revenue $486,661
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $9,373,798
11.8%
Assets/Debt
Total Assets $18,632,763
Total Liabilities $5,727,161
Net Assets $12,905,602
Compensation
Key Employees and Officers Compensation Related Other
Karen Butler Purry (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director Chairman Of The) $0 $0 $0
Kristi Billinger (Vice President, Director) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,236,490
Expenses
$87,504,153
Net Income
-$3,267,663
Net Assets
$13,044,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,956
0.0%
Program Services $84,254,481
> 100%
Investment Income $183,534
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$437,184
Net Inventory Sales $0
Other Revenue $229,703
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,724,540
13.4%
Assets/Debt
Total Assets $21,588,098
Total Liabilities $8,543,715
Net Assets $13,044,383
Compensation
Key Employees and Officers Compensation Related Other
Glen Laine (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director Chairman Of The) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0
Michele Lacey (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$105,199,888
Expenses
$105,967,480
Net Income
-$767,592
Net Assets
$16,312,046
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,997,750
97.9%
Investment Income $939,237
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$289,790
Net Inventory Sales $0
Other Revenue $1,552,691
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $17,594,085
16.6%
Assets/Debt
Total Assets $26,702,376
Total Liabilities $10,390,330
Net Assets $16,312,046
Compensation
Key Employees and Officers Compensation Related Other
Leo Paterra (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director) $0 $0 $0
Mark Smock (Director Chairman Of The) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Tr) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$120,588,103
Expenses
$124,085,722
Net Income
-$3,497,619
Net Assets
$17,079,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,735
0.0%
Program Services $119,427,436
99.0%
Investment Income $774,431
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$284,361
Net Inventory Sales $0
Other Revenue $663,862
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $135,235
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $25,236,780
20.3%
Assets/Debt
Total Assets $31,220,914
Total Liabilities $14,141,276
Net Assets $17,079,638
Compensation
Key Employees and Officers Compensation Related Other
Linda Woodman (Vice President, Cfo And Treasurer) $170,988 $0 $12,084
Leo Paterra (President & Ceo, Director) $0 $0 $0
Jon Mogford (Director) $0 $0 $0
Mark Smock (Director Chairman Of The Board) $0 $0 $0
Steven Garrett (General Counsel, Corp. Sec) $0 $0 $0
Dana Thomas (Vice President, Cfo And Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$174,209,226
Expenses
$173,768,222
Net Income
$441,004
Net Assets
$20,577,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,160
0.0%
Program Services $172,757,910
99.2%
Investment Income $782,639
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$479,653
Net Inventory Sales $0
Other Revenue $1,147,170
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $304,108
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $37,214,900
21.4%
Assets/Debt
Total Assets $44,136,052
Total Liabilities $23,558,795
Net Assets $20,577,257

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,871,912
Expenses
$197,858,998
Net Income
-$1,987,086
Net Assets
$20,136,253
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,249
0.0%
Program Services $195,432,086
99.8%
Investment Income $516,175
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$320,956
Net Inventory Sales $0
Other Revenue $160,358
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $262,620
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $50,409,720
25.5%
Assets/Debt
Total Assets $52,772,294
Total Liabilities $32,636,041
Net Assets $20,136,253

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,022,153
Expenses
$230,872,700
Net Income
$3,149,453
Net Assets
$22,123,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,100
0.0%
Program Services $233,146,269
99.6%
Investment Income $492,361
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,790,514
Net Inventory Sales $0
Other Revenue $2,148,937
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,385,864
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $57,604,254
25.0%
Assets/Debt
Total Assets $56,975,554
Total Liabilities $34,852,215
Net Assets $22,123,339

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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