UC SANTA BARBARA FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

CHRISTIAN TREITLER

Phone

8058933100

Tax Period

2024-07-01 to 2025-06-30

UC SANTA BARBARA FOUNDATION, founded in 1973, is a major nonprofit in the Education sector that reported $106.6M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59.2M, a strong 56% operating margin.

Mission

THE UC SANTA BARBARA FOUNDATION ACTIVELY WORKS TO FURTHER THE GOALS OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA. THE FOUNDATION SEEKS TO MAINTAIN AND NURTURE THE UNIVERSITY'S QUALITY AND DISTINCTION. ON BEHALF OF THE CAMPUS, THE FOUNDATION RAISES AND ADMINISTERS FUNDS THAT SUPPORT UCSB'S OBJECTIVES OF TEACHING, RESEARCH, AND PUBLIC SERVICE. THE FOUNDATION ALSO PROVIDES COUNSEL AND GENERAL ASSISTANCE TO THE CAMPUS, ITS STUDENTS, FACULTY, AND STAFF.

Program Service Accomplishments

Program 1

Expenses: $34,563,737

UNIVERSITY PROGRAMS/OTHER DISBURSEMENTS. FUNDS ARE PROVIDED TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT FOR DEPARTMENT SUPPORT...

UNIVERSITY PROGRAMS/OTHER DISBURSEMENTS. FUNDS ARE PROVIDED TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT FOR DEPARTMENT SUPPORT, INSTRUCTORS, RESEARCH AND SPECIAL PROJECTS.

Program 2

Expenses: $6,203,388

SCHOLARSHIPS AND AWARDS MONIES WERE TRANSFERRED FROM THE UC SANTA BARBARA FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF...

SCHOLARSHIPS AND AWARDS MONIES WERE TRANSFERRED FROM THE UC SANTA BARBARA FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS.

Program 3

Expenses: $4,331,014

THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC SANTA BARBARA IN ACCORDANCE WITH DONORS' WISHES. THE...

THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC SANTA BARBARA IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC SANTA BARBARA TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $98,611,720

Program Service Revenue $0

Investment Income $8,013,979

Other Revenue $233

TOTAL REVENUE $106,625,932

Expense Breakdown

Grants Paid $45,098,139

Salaries & Benefits $0

Fundraising Expenses $2,130,120

Program Expenses $45,098,139

Other Expenses $2,280,320

TOTAL EXPENSES $47,378,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,625,932	$65,338,205	+0.6%
Expenses	$47,378,459	$31,975,118	+0.5%
Net Income	$59,247,473	$33,363,087	+0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$233,156

Total Directors

$2,670,558

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR HENRY T YANG	Chancellor	2.0	Director	$0	$101,209	$806,525
DR FRANCESCO BULLO	TRUSTEE (AS OF 7/1/2024)	2.0	Director	$0	$62,994	$588,337
DR DAVID MARSHALL	TRUSTEE	2.0	Director	$0	$28,086	$544,375
RITA M RALEY	TRUSTEE (AS OF 7/1/2024)	2.0	Director	$0	$27,850	$245,078
CHRISTIAN TREITLER	CFO	32.0	Officer Director	$0	$27,264	$233,156
SAMANTHA PUTNAM	TRUSTEE	2.0	Director	$0	$33,607	$207,793
Michael T Bowers	Trustee	2.0	Director	$0	$45,294	$45,294
DAVID G ADISHIAN	TRUSTEE	2.0	Director	$0	$0	$0
DR ROBERT D BALLARD	TRUSTEE	2.0	Director	$0	$0	$0
LAURIE J BENTSON KAUTH	TRUSTEE	2.0	Director	$0	$0	$0
DR EDWARD E BIRCH	TRUSTEE	2.0	Director	$0	$0	$0
GWENDOLYN A BROWN	TRUSTEE	2.0	Director	$0	$0	$0
DR PAULA Y BRUICE	TRUSTEE	2.0	Director	$0	$0	$0
STEPHEN E COOPER	TRUSTEE	2.0	Director	$0	$0	$0
ANN CADY COOPER	TRUSTEE	2.0	Director	$0	$0	$0
LEONARD DEBENEDICTIS	TRUSTEE	2.0	Director	$0	$0	$0
TUNC DOLUCA	TRUSTEE	2.0	Director	$0	$0	$0
ROBERT W DUGGAN	TRUSTEE	2.0	Director	$0	$0	$0
BETTY ELINGS WELLS	Trustee	2.0	Director	$0	$0	$0
JOHN E GERNGROSS	TRUSTEE	2.0	Director	$0	$0	$0
FREDERICK W GLUCK	TRUSTEE	2.0	Director	$0	$0	$0
MARC GROSSMAN	TRUSTEE	2.0	Director	$0	$0	$0
JOHN A GURLEY	TRUSTEE	2.0	Director	$0	$0	$0
EVA HALLER	TRUSTEE	2.0	Director	$0	$0	$0
DAVID R HENKE	TRUSTEE	2.0	Director	$0	$0	$0
JUDITH L HOPKINSON	TRUSTEE	2.0	Director	$0	$0	$0
M BLAIR HULL JR	VICE CHAIR, INVSMT TREASURER	5.0	Officer Director	$0	$0	$0
JACK W KROUSKUP	TRUSTEE	2.0	Director	$0	$0	$0
LINDA LA KRETZ DUTTENHAVER	TRUSTEE	2.0	Director	$0	$0	$0
R MARILYN LEE	TRUSTEE	2.0	Director	$0	$0	$0
JOHN W MARREN	TRUSTEE	2.0	Director	$0	$0	$0
KATHRYN D MCKEE	TRUSTEE	2.0	Director	$0	$0	$0
LOUISE A PAHL	TRUSTEE	2.0	Director	$0	$0	$0
ALEX N PANANIDES	TRUSTEE	2.0	Director	$0	$0	$0
CEIL PULITZER	TRUSTEE	2.0	Director	$0	$0	$0
DR RICHARD KN RYU	TRUSTEE	2.0	Director	$0	$0	$0
MARK J SCHWARTZ	TRUSTEE	2.0	Director	$0	$0	$0
KENNETH P SLAUGHT	TRUSTEE	2.0	Director	$0	$0	$0
JAMES S TAYLOR	TRUSTEE	2.0	Director	$0	$0	$0
ANNE SMITH TOWBES	TRUSTEE	2.0	Director	$0	$0	$0
CLAUDIA L WEBSTER	Trustee	2.0	Director	$0	$0	$0
HOWARD J WENGER	TRUSTEE	2.0	Director	$0	$0	$0
PHILIP H WHITE	TRUSTEE	2.0	Director	$0	$0	$0
MARIE J WILLIAMS	TRUSTEE	2.0	Director	$0	$0	$0
SUSAN L WORSTER	TRUSTEE	2.0	Director	$0	$0	$0
CHARLES ZEGAR	TRUSTEE	2.0	Director	$0	$0	$0
RAFAEL COSTAS JR	TRUSTEE	2.0	Director	$0	$0	$0
DR ALEXANDER FANG	TRUSTEE	2.0	Director	$0	$0	$0
LORI KONSKER	TRUSTEE	2.0	Director	$0	$0	$0
FUMIHIRO KOZATO	TRUSTEE	2.0	Director	$0	$0	$0
JOEL S RAZNICK	TRUSTEE	2.0	Director	$0	$0	$0
HUICAN ZHU	TRUSTEE	2.0	Director	$0	$0	$0
RICHARD L BREAUX	Nominating Chair	5.0	Officer Director	$0	$0	$0
MARCY L CARSEY	TRUSTEE	2.0	Director	$0	$0	$0
STEVEN C MENDELL	Vice Chair, Governance	5.0	Officer Director	$0	$0	$0
MICHAEL J BYRON	Trustee	2.0	Director	$0	$0	$0
TINA HANSEN MCENROE	TRUSTEE	2.0	Director	$0	$0	$0
SUSAN M WILCOX	Chair	5.0	Officer Director	$0	$0	$0
DEANNA DEHLSEN	TRUSTEE	2.0	Director	$0	$0	$0
CHRISTOPHER K FLETCHER	TRUSTEE	2.0	Director	$0	$0	$0
PAUL A GRAZIANO	Secretary (AS OF 7/1/2024)	5.0	Officer Director	$0	$0	$0
WENBIN JIANG	TRUSTEE	2.0	Director	$0	$0	$0
GENE E LUCAS	TRUSTEE	2.0	Director	$0	$0	$0
HONGJUN ZHU	TRUSTEE	2.0	Director	$0	$0	$0
William G Cheadle	Trustee	2.0	Director	$0	$0	$0
Laura M Cox	Trustee	2.0	Director	$0	$0	$0
John A Davis Jr	Trustee	2.0	Director	$0	$0	$0
Jayron J Larijani	Vice Chair, Donor Relations	5.0	Officer Director	$0	$0	$0
Francesco D Mancia	Trustee	2.0	Director	$0	$0	$0
Mercedes Millington	Trustee	2.0	Director	$0	$0	$0
Otieno J Okatch	Vice Chair, Development	5.0	Officer Director	$0	$0	$0
Lindsey B Wilde	Trustee	2.0	Director	$0	$0	$0
Elizabeth Brand Gabler	Trustee	2.0	Director	$0	$0	$0
Nayali Broadway	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
David J Brosnan	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Mark B Maxson	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
William B Meredith	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Gustavo Prado Sampaio	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Laura Snell	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Marty Stone	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Barbara Tzur	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0
Robert L Zorich	Trustee (AS OF 7/1/2024)	2.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$106,625,932	$47,378,459	$619,874,994	$59,247,473
2024	$65,338,205	$31,975,118	$515,185,241	$33,363,087
2023	$40,009,959	$35,122,690	$439,861,137	$4,887,269
2022	$33,783,675	$27,276,810	$415,056,414	$6,506,865
2021	$38,670,128	$22,543,394	$437,897,761	$16,126,734
2020	$41,551,598	$23,049,023	$331,907,320	$18,502,575
2019	$40,929,125	$20,418,843	$302,360,724	$20,510,282
2018	$25,696,007	$21,083,042	$265,586,946	$4,612,965