UCSF FOUNDATION INVESTMENT COMPANY

EIN: 473599471 501(c)(3) Education

SAN FRANCISCO, CA

Total Revenue
$6,600,447
Total Expenses
$6,461,570
Total Assets
$2,911,076
Net Assets
$515,311
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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
2014
Legal Domicile
CA
Principal Officer
DAVID HARKINS
Phone
4154771040
Tax Period
2022-07-01 to 2023-06-30

UCSF FOUNDATION INVESTMENT COMPANY, founded in 2014, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2022.

Mission

the organization provides professional investment management services for endowed gifts and financial assets entrusted to the UCSF 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,510,000
Investment Income $90,447
Other Revenue $0
TOTAL REVENUE $6,600,447

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,057,662
Fundraising Expenses $0
Program Expenses $5,236,952
Other Expenses $1,403,908
TOTAL EXPENSES $6,461,570

Year-over-Year Comparison

2022 2021 Change
Revenue $6,600,447 $6,652,796 0.0%
Expenses $6,461,570 $6,514,469 0.0%
Net Income $138,877 $138,327 +0.0%
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
10
Independent Members
9
Employees
15
Volunteers
10

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
4
$1,762,710
Total Directors
10
$1,059,655
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID HARKINS PRESIDENT & CIO 50.0
Officer Director
$958,764 $100,891 $1,059,655
NIKITA GUJRAL MANAGING DIRECTOR 50.0
Highest
$710,858 $100,779 $811,637
DAVID SCHOFIELD MANAGING DIRECTOR 50.0
Highest
$726,597 $74,199 $800,796
KAUSHAL SHAH SECRETARY & CFO 50.0
Officer
$326,425 $99,866 $426,291
ASHLEY ARTIM DIRECTOR 50.0
Highest
$244,531 $91,134 $335,665
JOSEPH CALGER VICE PRESIDENT 1.0
Officer
$0 $13,321 $276,764
MATTHEW FREEDMAN ASSISTANT CONTROLLER 50.0
Highest
$156,077 $75,765 $231,842
JAMES ARNOLD SENIOR ASSOCIATE 50.0
Highest
$150,826 $51,308 $202,134
KATHRYN A HALL CHAIR 1.0
Officer Director
$0 $0 $0
FRED COHEN DIRECTOR 1.0
Director
$0 $0 $0
DIPANJAN DEB DIRECTOR 1.0
Director
$0 $0 $0
MELINDA ELLIS EVERS DIRECTOR 1.0
Director
$0 $0 $0
CHERYL FRANK DIRECTOR 1.0
Director
$0 $0 $0
SAMEER GANDHI DIRECTOR 1.0
Director
$0 $0 $0
ADRIANNA MA DIRECTOR 1.0
Director
$0 $0 $0
IAN MCKINNON DIRECTOR 1.0
Director
$0 $0 $0
ROBERT ROSNER DIRECTOR 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 $6,600,447 $6,461,570 $2,911,076 $138,877
2022 $6,652,796 $6,514,469 $2,954,955 $138,327
2021 $5,759,392 $5,981,276 $2,384,829 $-221,884
2020 $5,459,307 $5,095,882 $2,154,675 $363,425
2019 $4,945,000 $5,059,132 $1,601,416 $-114,132
2018 $4,200,000 $4,149,459 $1,636,005 $50,541
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