UCLA INVESTMENT COMPANY

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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

2011

Legal Domicile

Principal Officer

JUSTIN BARTON

Phone

3109540680

Tax Period

2022-07-01 to 2023-06-30

UCLA INVESTMENT COMPANY, founded in 2011, is a community nonprofit in the Education sector that reported $8.2M in total revenue in fiscal year 2022. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

THE SPECIFIC PURPOSE OF THE UCLA INVESTMENT COMPANY IS TO ALLOCATE, INVEST AND MANAGE THE GENERAL ENDOWMENT POOL OF THE UCLA FOUNDATION, TOGETHER WITH ANY OTHER ASSETS FOR WHICH THE FOUNDATION OR OTHER CHARITABLE NONPROFIT ENTITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) MAY DELEGATE INVESTMENT AND MANAGEMENT RESPONSIBILITY TO THIS COMPANY, SUBJECT TO THE OVERSIGHT OF THE FOUNDATION AND THE BOARD OF DIRECTORS OF THIS COMPANY, AND TO PROMOTE, CONDUCT AND SUPPORT ACTIVITIES RELATED OR INCIDENTAL TO SUCH PURPOSE.

Program Service Accomplishments

Program 1

Expenses: $6,310,053 Revenue: $8,233,770

AS A SUPPORTING ORGANIZATION OF THE UCLA FOUNDATION, THE COMPANY MANAGES THE INVESTMENT OF OVER $3.8 BILLION THAT HAS BEEN ENTRUSTED TO THE UCLA FOUNDATION AND SEVEN OTHER RELATED ORGANIZATIONS IN...

AS A SUPPORTING ORGANIZATION OF THE UCLA FOUNDATION, THE COMPANY MANAGES THE INVESTMENT OF OVER $3.8 BILLION THAT HAS BEEN ENTRUSTED TO THE UCLA FOUNDATION AND SEVEN OTHER RELATED ORGANIZATIONS IN SUPPORT OF UCLA'S MISSION OF CREATION, DISSEMINATION, PRESERVATION, AND APPLICATION OF KNOWLEDGE FOR THE BETTERMENT OF THE GLOBAL SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,233,770

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,233,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,483,629

Fundraising Expenses $0

Program Expenses $6,310,053

Other Expenses $1,750,141

TOTAL EXPENSES $8,233,770

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,233,770	$7,004,284	+0.2%
Expenses	$8,233,770	$7,004,284	+0.2%
Net Income	$0	N/A	N/A

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

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

$2,301,399

Total Directors

$1,988,654

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN BARTON	PRESIDENT / CIO	40.0	Officer Director	$793,398	$264,610	$1,058,008
MICHAEL MARVELLI	CORPORATE SECRETARY	40.0	Officer	$588,152	$200,076	$788,228
RAYMOND SCHLEINKOFER	INVESTMENT DIRECTOR	40.0	Highest	$433,690	$152,819	$586,509
BREANNE ESHELMAN	INVESTMENT DIRECTOR	40.0	Highest	$385,022	$169,450	$554,472
MIOARA LARSON	DIRECTOR OF OPERATIONS	40.0	Highest	$352,509	$143,039	$495,548
ALLISON BAIRD-JAMES	DIRECTOR	10.0	Director	$0	$104,284	$475,483
JULIE A SINA	CHIEF FINANCIAL OFFICER	10.0	Officer Director	$0	$83,117	$455,163
BENDICK SY	DIRECTOR, INVESTMENT REPORTING	40.0	Highest	$284,047	$137,694	$421,741
XIANHUI CAO	FINANCE MANAGER	40.0	Highest	$161,170	$33,234	$194,404
DREW ZAGER	DIRECTOR	1.0	Director	$0	$0	$0
JOHN MAPES	BOARD CHAIRMAN	1.0	Director	$0	$0	$0
DAVID ACKERT	DIRECTOR	1.0	Director	$0	$0	$0
PHILIP HAN	DIRECTOR	1.0	Director	$0	$0	$0
ANDREA AUERBACH	DIRECTOR	1.0	Director	$0	$0	$0
JULIO HERRERA	DIRECTOR	1.0	Director	$0	$0	$0
ANDREA EISFELDT	DIRECTOR	1.0	Director	$0	$0	$0
ALICIA MINANA DE LOVELACE	DIRECTOR (AS OF JULY 1, 2022)	1.0	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,233,770	$8,233,770	$5,210,382	No data
2022	$7,004,284	$7,004,284	$3,834,949	No data
2021	$6,356,614	$6,356,614	$2,885,069	No data
2020	$5,811,105	$5,811,105	$1,845,978	No data
2019	$5,491,721	$5,491,721	$1,184,723	No data
2018	$5,659,180	$5,659,180	$1,750,593	No data