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Nonprofiteer
← UMA EDUCATION INC

Form 990 for tax year 2023

Filed by UMA EDUCATION INC.

Totals

Total revenue
$371,758,932
Total expenses
$315,115,235
Contributions and grants received
$0
Grants paid
$529,665
Program service revenue
$364,748,648
Investment income
$8,017,680
Other revenue
-$1,007,396
Total assets, end of year
$670,406,055
Total liabilities, end of year
$356,972,286
Net assets or fund balances, end of year
$313,433,769
Program services expenses (Part IX)
$270,462,883
Management and general expenses
$44,652,352
Fundraising expenses
$0
Program service expenses (Part III)
$270,462,883

Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THOMAS RAMETTA

    PRESIDENT

    Total calculated
    $1,530,352
    From this org
    $1,503,143
    From related orgs
    $0
    Other
    $27,209
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $695,538
    Bonus
    $807,605
    Other
    $0
    Deferred
    $12,158
    Nontaxable benefits
    $15,051
    Filer's total
    $1,530,352

  • DARLYNE BAILEY PHD

    CHAIR OF THE BOARD

    Total calculated
    $70,000
    From this org
    $70,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    15 + 3 related

  • STEPHEN BURGHARDT PHD

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • TERENCE BYRD

    BOARD MEMBER (BEG 1/23)

    Total calculated
    $47,043
    From this org
    $47,043
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • HUGH CAMPBELL

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • CHRISTOPHER HAWK MD

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • SHEILA MCDEVITT

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • KAREN MINCEY

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • THEODORE L POLIN

    VICE CHAIR OF THE BOARD (THRU 12/23)

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    15 + 2 related

  • SAUNDRA WALL WILLIAMS

    BOARD MEMBER

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • ALEXANDRA SCHAFFRATH

    EVP & CHIEF FIN. & STRATEGY OFFICER

    Total calculated
    $826,441
    From this org
    $795,069
    From related orgs
    $0
    Other
    $31,372
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $461,438
    Bonus
    $333,631
    Other
    $0
    Deferred
    $8,285
    Nontaxable benefits
    $23,087
    Filer's total
    $826,441

  • NICOLE M ANZUONI

    EVP & CAO

    Total calculated
    $799,512
    From this org
    $777,378
    From related orgs
    $0
    Other
    $22,134
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $451,018
    Bonus
    $326,360
    Other
    $0
    Deferred
    $6,498
    Nontaxable benefits
    $15,636
    Filer's total
    $799,512

  • LINDA MIGNONE

    EXEC. VP & CHIEF MKT. OFFICER

    Total calculated
    $784,544
    From this org
    $768,248
    From related orgs
    $0
    Other
    $16,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $440,121
    Bonus
    $328,127
    Other
    $0
    Deferred
    $7,671
    Nontaxable benefits
    $8,625
    Filer's total
    $784,544

  • JEFFREY B REESE

    DEP. GEN. COUNSEL/ASST. SEC.

    Total calculated
    $209,773
    From this org
    $206,906
    From related orgs
    $0
    Other
    $2,867
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $179,383
    Bonus
    $27,523
    Other
    $0
    Deferred
    $2,215
    Nontaxable benefits
    $652
    Filer's total
    $209,773

  • APRIL NEUMANN

    EVP OF WORKFORCE TRANSFORM

    Total calculated
    $688,397
    From this org
    $673,526
    From related orgs
    $0
    Other
    $14,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $431,113
    Bonus
    $242,413
    Other
    $0
    Deferred
    $6,463
    Nontaxable benefits
    $8,408
    Filer's total
    $688,397

  • GREGORY MUELLER

    SVP, OPERATIONS

    Total calculated
    $669,126
    From this org
    $647,589
    From related orgs
    $0
    Other
    $21,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $398,664
    Bonus
    $248,925
    Other
    $0
    Deferred
    $4,659
    Nontaxable benefits
    $16,878
    Filer's total
    $669,126

  • SUSAN A EDWARDS

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $588,113
    From this org
    $569,693
    From related orgs
    $0
    Other
    $18,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,200
    Bonus
    $198,493
    Other
    $0
    Deferred
    $6,509
    Nontaxable benefits
    $11,911
    Filer's total
    $588,113

  • SCOTT SARRETT

    SVP STUDENT ENGAGEMENT

    Total calculated
    $524,533
    From this org
    $507,904
    From related orgs
    $0
    Other
    $16,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,561
    Bonus
    $188,343
    Other
    $0
    Deferred
    $1,354
    Nontaxable benefits
    $15,275
    Filer's total
    $524,533

  • ANDREW R RHODES

    CHIEF INFORMATION OFFICER

    Total calculated
    $466,238
    From this org
    $447,497
    From related orgs
    $0
    Other
    $18,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,561
    Bonus
    $67,936
    Other
    $0
    Deferred
    $3,952
    Nontaxable benefits
    $14,789
    Filer's total
    $466,238

  • SONIA MONDOR

    SVP FP&A

    Total calculated
    $444,790
    From this org
    $434,260
    From related orgs
    $0
    Other
    $10,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,148
    Bonus
    $135,112
    Other
    $0
    Deferred
    $4,398
    Nontaxable benefits
    $6,132
    Filer's total
    $444,790

  • ERIK K NELSON

    PARTNER, STAFFING SOLUTIONS

    Total calculated
    $430,101
    From this org
    $410,778
    From related orgs
    $0
    Other
    $19,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,289
    Bonus
    $204,489
    Other
    $0
    Deferred
    $3,687
    Nontaxable benefits
    $15,636
    Filer's total
    $430,101

  • MICHAEL BECKER

    FORMER SVP STUDENT ENGAGEMENT

    Total calculated
    $170,518
    From this org
    $170,518
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $170,518
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $170,518

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A:
MICHAEL BECKER, SENIOR VICE PRESIDENT - STUDENT ENGAGEMENT, LEFT HIS POSITION IN DECEMBER 2021. HE RECEIVED $170,518 IN PAYMENT UNDER A SEPARATION AGREEMENT DURING THE CALENDAR YEAR 2023 AND IT IS REPORTED IN PART II, COLUMN (B)(III).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NASIUM TRAINING LLC

    MEDICAL TRAINING PROGRAMS · DE · income $83,500 · assets $86,809

    Directly controlled by UMA EDUCATION INC

  • AI EDUCATION LLC

    VOCATIONAL EDUCATION · DE · income $9,188,649 · assets $19,335,735

    Directly controlled by UMA EDUCATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349310626

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