THE UC DAVIS FOUNDATION

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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

1959

Legal Domicile

Principal Officer

SHAUN KEISTER

Phone

5307542005

Tax Period

2023-07-01 to 2024-06-30

THE UC DAVIS FOUNDATION, founded in 1959, is a mid-sized nonprofit in the Education sector that reported $90.1M in total revenue in fiscal year 2023. Net assets of $808.3M represent 108 months of operating reserves.

Mission

THE MISSION OF THE UC DAVIS FOUNDATION IS TO SECURE, STEWARD AND MANAGE PRIVATE GIFTS FOR UC DAVIS.

Program Service Accomplishments

Program 1

Expenses: $90,342,188 Revenue: $0

THE FOUNDATION'S ENDOWMENT AND CURRENT USE FUNDS PROVIDES FOR SCHOLARSHIPS, FELLOWSHIPS, PROGRAM SUPPORT, AND OTHER SUPPORT FUNCTIONS OF THE DAVIS CAMPUS OF THE UNIVERSITY OF CALIFORNIA.

Program 2

Expenses: $3,109,127 Revenue: $0

THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC DAVIS IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF CURRENT USE AWARDS RECEIVED, REFERRED TO AS GIFT FEES, A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT COST RECOVERY FEES TO UC DAVIS TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION, AND A PERCENTAGE OF ENDOWMENT EARNINGS KNOWN AS ENDOWMENT INFRASTRUCTURE FEES TO UC DAVIS TO REIMBURSE FOR INDIRECT COSTS OF THE ENDOWMENT PAYOUT.

Program 3

Expenses: $108,920 Revenue: $0

THE UC DAVIS PRIZE FOR UNDERGRADUATE TEACHING AND SCHOLARLY ACHIEVEMENT IS AN ANNUAL AWARD TO RECOGNIZE FACULTY EXCELLENCE. ORIGINATED IN 1986, THE PRIZE HONORS ONE UC DAVIS FACULTY MEMBER EACH YEAR, SELECTED FOR HIS OR HER OUTSTANDING ACHIEVEMENTS AS A TEACHER OF UNDERGRADUATES AND A SCHOLAR. EACH YEAR, A SELECTION COMMITTEE COMPOSED OF FACULTY, STUDENTS AND REPRESENTATIVES FROM THE UC DAVIS FOUNDATION BOARD OF TRUSTEES CHOOSES THE RECIPIENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $84,345,640

Program Service Revenue $0

Investment Income $5,743,662

Other Revenue $0

TOTAL REVENUE $90,089,302

Expense Breakdown

Grants Paid $93,511,315

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,560,235

Other Expenses $316,696

TOTAL EXPENSES $93,828,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,089,302	$87,059,600	+0.0%
Expenses	$93,828,011	$67,408,127	+0.4%
Net Income	$-3,738,709	$19,651,473	-1.2%

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

$1,031,042

Total Directors

$703,546

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY S MAY	CHANCELLOR	1.0	Director	$0	$70,830	$703,546
SHAUN B KEISTER	PRESIDENT	10.0	Officer	$0	$81,518	$580,158
TANIA WALDEN	TREASURER/CFO	30.0	Officer	$0	$58,762	$314,942
JAE PARK	CONTROLLER	40.0	Highest	$0	$19,858	$161,354
ALICIA D'ALESSANDRO	SECRETARY	40.0	Officer	$0	$33,826	$135,942
CECELIA LAKATOS SULLIVAN	CHAIR	1.0	Officer Director	$0	$0	$0
DEBORAH J NEFF	VICE CHAIR	1.0	Officer Director	$0	$0	$0
DARRYL L GOSS	TRUSTEE	1.0	Officer Director	$0	$0	$0
PATRICK J SHERWOOD	TRUSTEE	1.0	Director	$0	$0	$0
DAVID HULTMAN	TRUSTEE	1.0	Director	$0	$0	$0
JESUS ARGUELLES	TRUSTEE	1.0	Director	$0	$0	$0
LOU FERNANDES	TRUSTEE	1.0	Director	$0	$0	$0
SUSAN MAYER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL E HURLSTON	TRUSTEE	1.0	Director	$0	$0	$0
PAMELA J FAIR	TRUSTEE	1.0	Director	$0	$0	$0
PAUL SALLABERRY	TRUSTEE	1.0	Director	$0	$0	$0
ROGER HALUALANI	TRUSTEE	1.0	Director	$0	$0	$0
ANDREA ALBERINI	TRUSTEE	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	$90,089,302	$93,828,011	$829,132,607	$-3,738,709
2023	$87,059,600	$67,408,127	$757,985,640	$19,651,473
2022	$81,292,542	$58,261,835	$705,620,190	$23,030,707
2021	$110,976,640	$52,365,574	$716,342,130	$58,611,066
2021	$110,976,640	$52,365,574	$716,342,130	$58,611,066
2020	$60,814,644	$40,782,388	$548,849,717	$20,032,256
2020	$60,814,644	$40,782,388	$548,849,717	$20,032,256
2019	$55,348,042	$37,709,797	$537,238,485	$17,638,245