UCSF FOUNDATION 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

2014

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $5,236,952

management of endowed gifts and financial assets entrusted to ucsf foundation in support of university of california san francisco's excellence and innovation in health services.

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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 $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

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

$1,762,710

Total Directors

$1,059,655

Key Employees

Highest Compensated

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