University of California Merced Foundation

EIN: 943250114 501(c)(3) Education

MERCED, CA

Total Revenue
$4,710,602
Total Expenses
$4,567,189
Total Assets
$42,157,644
Net Assets
$41,286,966
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Phone
2092284070
Tax Period
2024-07-01 to 2025-06-30

University of California Merced Foundation, founded in 1996, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $4.6M left a modest 3% surplus.

Mission

THE UC MERCED FOUNDATION WAS FORMED FOR THE PURPOSE OF ENCOURAGING VOLUNTARY PRIVATE GIFTS, TRUSTS, AND BEQUESTS FOR THE BENEFIT OF THE UNIVERSITY OF CALIFORNIA, MERCED.

Program Service Accomplishments

Program 1
Expenses: $4,280,706 Revenue: $0

SCHOLARSHIPS AND OTHER PROGRAM AWARDS MONIES WERE TRANSFERRED FROM THE UC MERCED FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, MERCED IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF...

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SCHOLARSHIPS AND OTHER PROGRAM AWARDS MONIES WERE TRANSFERRED FROM THE UC MERCED FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, MERCED IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, MERCED ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS.

Program 2
Expenses: $286,483 Revenue: $0

THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC MERCED IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS...

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THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC MERCED IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC MERCED TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE 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 (2024)

Revenue Breakdown

Contributions & Grants $3,817,777
Program Service Revenue $0
Investment Income $892,825
Other Revenue $0
TOTAL REVENUE $4,710,602

Expense Breakdown

Grants Paid $4,567,189
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,567,189
Other Expenses $0
TOTAL EXPENSES $4,567,189

Year-over-Year Comparison

2024 2023 Change
Revenue $4,710,602 $6,702,415 -0.3%
Expenses $4,567,189 $4,359,769 +0.0%
Net Income $143,413 $2,342,646 -0.9%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
48
Independent Members
45
Employees
N/A
Volunteers
48

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
7
$615,501
Total Directors
48
$1,294,600
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ART KAMANGAR SECRETARY 1.0
Officer Director
$0 $0 $0
CURTIS A RIGGS IMMEDIATE PAST CHAIR 1.0
Officer Director
$0 $0 $0
E EDWARD KLOTZBIER PRESIDENT/CEO 10.0
Officer Director
$0 $23,549 $387,469
ELIZABETH CARLSON VICE PRESIDENT 16.0
Officer Director
$0 $16,751 $228,032
MONYA LANE CHAIR 1.0
Officer Director
$0 $0 $0
SIDNEY ISRAELS TREASURER 1.0
Officer Director
$0 $0 $0
TRACY PROIETTI VICE CHAIR/CHAIR-ELECT/CULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR 1.0
Officer Director
$0 $0 $0
ANTONIO VILLARAIGOSA TRUSTEE 1.0
Director
$0 $0 $0
BRENDA PANNELL-NASH TRUSTEE 1.0
Director
$0 $0 $0
CHRISTINE LONG TRUSTEE 1.0
Director
$0 $0 $0
CHRISTOPHER KENNEDY JR TRUSTEE 1.0
Director
$0 $0 $0
CYRIL L LAWRENCE TRUSTEE 1.0
Director
$0 $0 $0
DARYL G HATANO TRUSTEE 1.0
Director
$0 $0 $0
DENISE WATKINS MEMBER AT LARGE 1.0
Director
$0 $0 $0
DINESH MOORJANI TRUSTEE 1.0
Director
$0 $0 $0
EILEEN HAMILTON TRUSTEE 1.0
Director
$0 $0 $0
FRANK DEAN TRUSTEE 1.0
Director
$0 $0 $0
GREG STANGL MEMBER AT LARGE 1.0
Director
$0 $0 $0
GREY ROBERTS AUDIT CHAIR 1.0
Director
$0 $0 $0
JACK OSWALD EMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
JEFF WATTS TRUSTEE 1.0
Director
$0 $0 $0
JHANSI REDDY TRUSTEE 1.0
Director
$0 $0 $0
JOAN SNYDER LEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
JOHN GARAMENDI JR TRUSTEE 1.0
Director
$0 $0 $0
JOHN LOLL EMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
JUAN SANCHEZ MUNOZ EX-OFFICIO MEMBER 1.0
Director
$0 $59,644 $679,099
KATHLEEN ECKER TRUSTEE 1.0
Director
$0 $0 $0
KEITH E ALLEY TRUSTEE 1.0
Director
$0 $0 $0
KENNI FRIEDMAN CULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
LAZAR C PIRO TRUSTEE 1.0
Director
$0 $0 $0
LEE J KOLLIGIAN TRUSTEE 1.0
Director
$0 $0 $0
LESLEY SLATON BROWN NOMINATIONS WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
LINDA BARRETO TRUSTEE 1.0
Director
$0 $0 $0
LISA ANDREW NOMINATIONS WORK GROUP CO-CHAIR (TO 4/02/2025) 1.0
Director
$0 $0 $0
LORI ROSSI GALLO TRUSTEE 1.0
Director
$0 $0 $0
LYNN SEPPALA TRUSTEE 1.0
Director
$0 $0 $0
MATTHEW LEE TRUSTEE 1.0
Director
$0 $0 $0
NEETA TAKHAR TRUSTEE 1.0
Director
$0 $0 $0
PARWINDER SAMRAN TRUSTEE 1.0
Director
$0 $0 $0
PETE AMARO TRUSTEE 1.0
Director
$0 $0 $0
RICHARD J ELKUS JR TRUSTEE 1.0
Director
$0 $0 $0
ROBERT BERNSTEIN TRUSTEE 1.0
Director
$0 $0 $0
ROBERT TINKER TRUSTEE 1.0
Director
$0 $0 $0
TREVOR ALBERTSON TRUSTEE 1.0
Director
$0 $0 $0
TY JAGERSON LEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR 1.0
Director
$0 $0 $0
VIKRAM LAKIREDDY MEMBER AT LARGE 1.0
Director
$0 $0 $0
VISHAL VERMA TRUSTEE 1.0
Director
$0 $0 $0
YUKIKO KOJIMA TRUSTEE (TO 12/18/2024) 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 $4,710,602 $4,567,189 $42,157,644 $143,413
2024 $6,702,415 $4,359,769 $38,885,221 $2,342,646
2023 $7,226,089 $7,795,245 $33,336,630 $-569,156
2022 $5,120,413 $1,415,966 $32,571,273 $3,704,447
2021 $3,680,017 $2,097,392 $31,511,998 $1,582,625
2020 $6,080,469 $2,882,321 $19,581,831 $3,198,148
2019 $3,700,781 $2,110,823 $15,935,239 $1,589,958
2018 $1,430,588 $1,568,595 $14,741,033 $-138,007
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