UC SANTA BARBARA FOUNDATION

EIN: 237314834 501(c)(3) Education

SANTA BARBARA, CA

Total Revenue
$106,625,932
Total Expenses
$47,378,459
Total Assets
$619,874,994
Net Assets
$592,847,702
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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
CA
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

To advance UC Santa Barbara's capacity to educate future generations, unlock new discoveries, and enrich California and the world.

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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%)

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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

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Governance

Voting Members
82
Independent Members
75
Employees
N/A
Volunteers
75

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
8
$233,156
Total Directors
82
$2,670,558
Key Employees
0
$0
Highest Compensated
0
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
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