UC RIVERSIDE FOUNDATION (EIN 237433570) - Form 990 Financial Analysis & Trantor Score

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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

1974

Legal Domicile

Principal Officer

LUKE CHEN

Phone

9518276291

Tax Period

2024-07-01 to 2025-06-30

UC RIVERSIDE FOUNDATION, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $20.9M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 16% operating margin.

Mission

TO SUPPORT EDUCATIONAL, RESEARCH, AND PUBLIC FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA.

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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 $13,144,535

Program Service Revenue $0

Investment Income $7,791,500

Other Revenue $5,459

TOTAL REVENUE $20,941,494

Expense Breakdown

Grants Paid $17,093,281

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,093,281

Other Expenses $434,714

TOTAL EXPENSES $17,527,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,941,494	$15,025,433	+0.4%
Expenses	$17,527,995	$15,354,500	+0.1%
Net Income	$3,413,499	$-329,067	-11.4%

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

$1,557,694

Total Directors

$748,088

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON CAMPBELL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ERIK ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN HAWLEY	ELECTED MEMBER	1.00	Officer Director	$0	$0	$0
DARIN ANDERSON	ELECTED MEMBER	1.00	Director	$0	$0	$0
SUSAN ATHERTON	ELECTED MEMBER	1.00	Director	$0	$0	$0
WALLY BAKARE	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID BETTS	ELECTED MEMBER	1.00	Director	$0	$0	$0
VIRGINIA BLUMENTHAL	ELECTED MEMBER	1.00	Director	$0	$0	$0
GORDON BOURNS	ELECTED MEMBER	1.00	Director	$0	$0	$0
LARRY CHUNG	ELECTED MEMBER	1.00	Director	$0	$0	$0
WILLIAM DAHLING	ELECTED MEMBER	1.00	Director	$0	$0	$0
JANET DAVIS	ELECTED MEMBER	1.00	Director	$0	$0	$0
ANTHONY DELUCIA	ELECTED MEMBER	1.00	Director	$0	$0	$0
NORA HACKETT	ELECTED MEMBER	1.00	Director	$0	$0	$0
DAVID HADLEY	ELECTED MEMBER	1.00	Director	$0	$0	$0
MICHAEL HUERTA	ELECTED MEMBER	1.00	Director	$0	$0	$0
SAM KONYN	ELECTED MEMBER	1.00	Director	$0	$0	$0
JEFF KRYNSKI	ELECTED MEMBER	1.00	Director	$0	$0	$0
CHING LIU	ELECTED MEMBER	1.00	Director	$0	$0	$0
JAMES MERINO	ELECTED MEMBER	1.00	Director	$0	$0	$0
JUDITH POSNIKOFF	ELECTED MEMBER	1.00	Director	$0	$0	$0
WALTER STEWART	ELECTED MEMBER	1.00	Director	$0	$0	$0
BILL THOMAS	ELECTED MEMBER	1.00	Director	$0	$0	$0
TRACY WANG	ELECTED MEMBER	1.00	Director	$0	$0	$0
TOM DELFINO	ELECTED MEMBER	1.00	Director	$0	$0	$0
WILLIAM DULL	ELECTED MEMBER	1.00	Director	$0	$0	$0
JOHN LEONARD	ELECTED MEMBER	1.00	Director	$0	$0	$0
DAMON RICHARDSON	ELECTED MEMBER	1.00	Director	$0	$0	$0
JOSEFINA CANCHOLA	EX-OFFICIO TRUSTEE (BEG 7/1/2024)	1.00	Director	$0	$0	$0
GEOFFREY PACK	EX-OFFICIO TRUSTEE (THRU 6/30/2025)	1.00	Director	$0	$0	$0
KIM A WILCOX	EX-OFFICIO TRUSTEE (THRU 6/30/2025)	1.00	Director	$0	$79,639	$748,088
TIMOTHY GREENLEAF	ELECTED MEMBER (THRU 1/14/2025)	1.00	Director	$0	$0	$0
ALLISON MACKENZIE	ELECTED MEMBER (THRU 10/28/2024)	1.00	Director	$0	$0	$0
JOHNNY CRUZ	INTERIM PRESIDENT (4/30- 8/15/2025)	1.00	Officer	$0	$41,061	$301,770
KIM MCDADE	VP FINANCE AND CFO	8.00	Officer	$0	$37,807	$257,238
SHARILYN BERRY	SECRETARY	36.00	Officer	$0	$11,548	$156,805
MONIQUE DOZIER	PRESIDENT (THRU 2/14/2025)	1.00	Officer	$0	$31,547	$424,916
ANNYA LOTT	EXECUTIVE VP	1.00	Officer	$0	$27,214	$280,605
LUKE CHEN	ASSOCIATE TREASURER	32.00	Officer	$0	$18,065	$136,360

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	$20,941,494	$17,527,995	$323,830,573	$3,413,499
2024	$15,025,433	$15,354,500	$295,596,940	$-329,067
2023	$18,339,392	$15,034,105	$270,599,516	$3,305,287
2022	$13,599,709	$14,225,141	$255,637,136	$-625,432
2021	$22,256,114	$12,319,307	$277,162,217	$9,936,807
2020	$24,632,492	$13,293,366	$204,662,854	$11,339,126
2019	$28,762,371	$11,286,515	$189,167,944	$17,475,856
2018	$26,893,838	$9,734,390	$186,826,633	$17,159,448

UC RIVERSIDE FOUNDATION