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EIN 30-0636501

Adagio Institute

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Houston
State
Texas
Year formed
2017
Most recent tax filings
2022-12-01
NTEE code, primary
B60: Adult, Continuing Education
Description
Adagio Institute promotes financial education and encourages the broad adoption of meaningful risk-adjusted investment analysis to democratize access to exclusive investment performance. They achieve this through education and services like third-party risk analytics.
Total revenues
$772,344
2022
Total expenses
$1,009,842
2022
Total assets
$1,188,856
2022
Num. employees
0
2022

Program areas at Adagio Institute

Promotion of broad adoption of meaningful risk-adjusted investment analysis, to democratize access to exclusive investment performance (e.g. top performing hedge funds, private equity, etc.) through education and services (e.g. third-party risk analytics, investment lubs, etc.), and to help deserving private alternative asset managers (e.g. real estate operators, hedge fund managers, etc.) access the capital markets.

Personnel at Adagio Institute

NameTitleCompensation
Arne M. Ray, Esq.Board Member
Benjamin DSummers$37,597
Benjamin D. SummersBoard Member

Financials for Adagio Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$762,733
Investment income and dividends$9,611
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$772,344

Form 990s for Adagio Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-10990View PDF
Data update history
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 23, 2023
Updated personnel
Identified 2 new personnel
July 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 16, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 4, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Social advocacy organizationsSchoolsAdult education providersCharities
Issues
Education
Characteristics
Tax deductible donationsNo full-time employees
General information
Address
5100 Westheimer Rd Ste 115
Houston, TX 77056
Metro area
Houston-The Woodlands-Sugar Land, TX
County
Harris County, TX
Website URL
adagioinstitute.org/home 
Phone
(713) 775-1011
IRS details
EIN
30-0636501
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B60: Adult, Continuing Education
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
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