UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION (EIN 942829914) - 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

1982

Legal Domicile

Principal Officer

SAMUEL HAWGOOD

Phone

4154763618

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION, founded in 1982, is a large national nonprofit in the Education sector that reported $1.1B in total revenue in fiscal year 2022. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $603.6M, a strong 55% operating margin.

Mission

SEE SCHEDULE 0

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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 $1,034,317,683

Program Service Revenue $0

Investment Income $58,669,066

Other Revenue $0

TOTAL REVENUE $1,092,986,749

Expense Breakdown

Grants Paid $469,244,103

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $469,244,103

Other Expenses $20,117,068

TOTAL EXPENSES $489,361,171

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,092,986,749	$722,538,462	+0.5%
Expenses	$489,361,171	$456,673,714	+0.1%
Net Income	$603,625,578	$265,864,748	+1.3%

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

$2,693,214

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
samuel hawgood	president	5.0	Officer	$0	$7,402	$966,210
erin hickey	vice president	12.0	Officer	$0	$149	$513,360
erin gore	treasurer	5.0	Officer	$0	$8,813	$441,868
michael s clune	former interim treasurer	0.0		$0	$1,887	$363,856
joseph calger	assistant treasurer	12.0	Officer	$0	$13,321	$276,764
Paul Velaski	secretary	12.0	Officer	$0	$7,361	$262,487
John Gardner Trimble	assistant secretary	12.0	Officer	$0	$4,265	$232,525
john ford	former vice president	0.0		$0	$0	$184,315
PHILIP HAMMARSKJOLD	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
DANA EMERY	VICE CHAIR	1.0	Officer Director	$0	$0	$0
andrew ballard	director	1.0	Director	$0	$0	$0
barbara bass bakar	director	1.0	Director	$0	$0	$0
allison bhusri	director	1.0	Director	$0	$0	$0
susan bloch	director	1.0	Director	$0	$0	$0
peter briger	director	1.0	Director	$0	$0	$0
todd carter	director	1.0	Director	$0	$0	$0
huifen chan	director	1.0	Director	$0	$0	$0
connie chen	director	1.0	Director	$0	$0	$0
fred cohen	director	1.0	Director	$0	$0	$0
jp conte	director	1.0	Director	$0	$0	$0
phyllis coulter	director	1.0	Director	$0	$0	$0
william h davidow	director	1.0	Director	$0	$0	$0
dipanjan deb	director	1.0	Director	$0	$0	$0
stephanie dimarco	director	1.0	Director	$0	$0	$0
william s fisher	director	1.0	Director	$0	$0	$0
sameer gandhi	director	1.0	Director	$0	$0	$0
kathryn hall	director	1.0	Director	$0	$0	$0
kenneth hao	director	1.0	Director	$0	$0	$0
julia hartz	director	1.0	Director	$0	$0	$0
andre iguodala	director	1.0	Director	$0	$0	$0
carl kawaja	director	1.0	Director	$0	$0	$0
richard kimball	director	1.0	Director	$0	$0	$0
nellie levchin	director	1.0	Director	$0	$0	$0
meyer malka	director	1.0	Director	$0	$0	$0
divesh makan	director	1.0	Director	$0	$0	$0
george marcus	director	1.0	Director	$0	$0	$0
ian mckinnon	director	1.0	Director	$0	$0	$0
diane morris	director	1.0	Director	$0	$0	$0
joyce newstat	director	1.0	Director	$0	$0	$0
carmen policy	director	1.0	Director	$0	$0	$0
jaclyn safier	director	1.0	Director	$0	$0	$0
ruchi sanghvi	director	1.0	Director	$0	$0	$0
lydia shorenstein	director	1.0	Director	$0	$0	$0
shahan soghikian	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	$1,092,986,749	$489,361,171	$4,124,944,445	$603,625,578
2022	$722,538,462	$456,673,714	$3,470,872,567	$265,864,748
2021	$724,265,070	$388,067,730	$3,419,389,574	$336,197,340
2020	$575,614,253	$418,031,263	$2,557,473,942	$157,582,990
2019	$380,474,338	$347,428,711	$2,304,662,869	$33,045,627
2018	$628,155,055	$295,450,852	$2,187,717,104	$332,704,203

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION