UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (EIN 952540117) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

BRIAN T HERVEY

Phone

9498241509

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION, founded in 1967, is a major nonprofit in the Education sector that reported $230.7M in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123.4M, a strong 53% operating margin.

Mission

TO RAISE AND MANAGE PRIVATE FUNDS TO SUPPORT UC IRVINE'S BROADER MISSION OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $151,791,381

Program Service Revenue $0

Investment Income $78,476,028

Other Revenue $445,794

TOTAL REVENUE $230,713,203

Expense Breakdown

Grants Paid $97,580,594

Salaries & Benefits $0

Fundraising Expenses $421,965

Program Expenses $99,970,629

Other Expenses $9,756,489

TOTAL EXPENSES $107,337,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,713,203	$125,695,568	+0.8%
Expenses	$107,337,083	$75,274,208	+0.4%
Net Income	$123,376,120	$50,421,360	+1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,268,005

Total Directors

$1,579,216

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY J SINGER ESQ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
D ROBINSON CLUCK	CHAIR INVEST & FIN COMMITTEE	1.00	Officer Director	$0	$0	$0
JAMES V MAZZO	CHAIR ADVISORY COMMITTEE	1.00	Officer Director	$0	$0	$0
DEAN A YOOST	CHAIR AUDIT COMMITTEE	1.00	Officer Director	$0	$0	$0
STACEY NICHOLAS	CHAIR STEWARSHIP COMMITTEE	1.00	Officer Director	$0	$0	$0
RICHARD C ACKERMAN	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP K ANTHONY PHD	TRUSTEE	1.00	Director	$0	$0	$0
DURAID S ANTONE	TRUSTEE	1.00	Director	$0	$0	$0
PAMINA E BARKOW	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN BOROWSKI	TRUSTEE (THRU 2/19/25)	1.00	Director	$0	$0	$0
AMER A BOUKAI	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD K BRIDGFORD ESQ	TRUSTEE	1.00	Director	$0	$0	$0
JANE BUCHAN	TRUSTEE	1.00	Director	$0	$0	$0
PAUL E BUTTERWORTH	TRUSTEE	1.00	Director	$0	$0	$0
MARY CARRINGTON	TRUSTEE	1.00	Director	$0	$0	$0
HAZEM HIKMAT CHEHABI MD	TRUSTEE	1.00	Director	$0	$0	$0
SALMA A CHEHABI	TRUSTEE	1.00	Director	$0	$0	$0
CAROL CHOI	TRUSTEE	1.00	Director	$0	$0	$0
EUGENE W CHOI	TRUSTEE	1.00	Director	$0	$0	$0
KATE DUCHENE JD	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH L DUNN	TRUSTEE (THRU 10/8/24)	1.00	Director	$0	$0	$0
LUCY DUNN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN R EVANS	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS K FREEMAN JD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN GERACE	TRUSTEE	1.00	Director	$0	$0	$0
TERRY GODFREY	TRUSTEE	1.00	Director	$0	$0	$0
OSCAR GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
DENISE HALL JD	TRUSTEE	1.00	Director	$0	$0	$0
JULIE NEWCOMB HILL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C HUESTON JD	TRUSTEE (AS OF 3/26/25)	1.00	Director	$0	$0	$0
GARY H HUNT	TRUSTEE	1.00	Director	$0	$0	$0
HANS IMHOF	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA J JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
FRANK JAO	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY K JONES	TRUSTEE	1.00	Director	$0	$0	$0
ELIM KAY	TRUSTEE	1.00	Director	$0	$0	$0
STEVE T KAY	TRUSTEE (THRU 7/24/24)	1.00	Director	$0	$0	$0
YANG-UK KIM	TRUSTEE	1.00	Director	$0	$0	$0
DULCIE A KUGELMAN	TRUSTEE	1.00	Director	$0	$0	$0
JACK M LANGSON	TRUSTEE	1.00	Director	$0	$0	$0
SHANAZ S LANGSON	TRUSTEE	1.00	Director	$0	$0	$0
ADELINE YEN MAH MD	TRUSTEE (AS OF 10/16/24)	1.00	Director	$0	$0	$0
ROBERT A MAH PHD	TRUSTEE (AS OF 10/16/24)	1.00	Director	$0	$0	$0
MOHANNAD S MALAS	TRUSTEE	1.00	Director	$0	$0	$0
TWYLA MARTIN PARSKY	TRUSTEE (AS OF XX/XX/XX)	1.00	Director	$0	$0	$0
FARZAD MASSOUDI MD	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MERAGE	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN R MILLER	TRUSTEE	1.00	Director	$0	$0	$0
MARCI LERNER MILLER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN S MONSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A MUSSALLEM	TRUSTEE	1.00	Director	$0	$0	$0
ELOY ORTIZ OAKLEY	TRUSTEE	1.00	Director	$0	$0	$0
GREG PALMER	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN PEEPELS	TRUSTEE (THRU 8/31/24)	1.00	Director	$0	$0	$0
JAMES J PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA K PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM FREDERICK PODLICH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT E ROMNEY	TRUSTEE	1.00	Director	$0	$0	$0
CHERYLL R RUSZAT	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD J RUSZAT	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN R SANTORA	TRUSTEE	1.00	Director	$0	$0	$0
MARK K SANTORA	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SCHULMAN	TRUSTEE	1.00	Director	$0	$0	$0
RUBEN SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER FRIEND SMITH	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA PRELL SONENSHINE	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY L STRADER	TRUSTEE	1.00	Director	$0	$0	$0
LUCY SUN	TRUSTEE (AS OF 10/16/24)	1.00	Director	$0	$0	$0
MARILYN P SUTTON PHD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES IRVINE SWINDEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L TSOONG MD	TRUSTEE	1.00	Director	$0	$0	$0
VICKI VASQUEZ	TRUSTEE (AS OF 10/16/24)	1.00	Director	$0	$0	$0
GADDI VASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
JOE C WEN	TRUSTEE (AS OF 10/16/24)	1.00	Director	$0	$0	$0
HOWARD GILLMAN PHD	CHANCELLOR	10.00	Officer Director	$0	$104,920	$854,690
BRIAN T HERVEY	PRESIDENT	20.00	Officer Director	$0	$74,525	$724,526
JACQUELINE MARIE BARBERA	SECRETARY/EXECUTIVE DIRECTOR	40.00	Officer	$0	$30,280	$180,380
SHANTE CARTER	CHIEF FINANCIAL OFFICER	30.00	Officer	$0	$40,042	$293,267
CHRISTIE A ISRAEL	CONTROLLER	40.00	Officer	$0	$52,238	$215,142

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	$230,713,203	$107,337,083	$1,204,172,937	$123,376,120
2024	$125,695,568	$75,274,208	$1,049,811,676	$50,421,360
2023	$101,055,706	$84,566,534	$929,847,551	$16,489,172
2022	$225,130,481	$130,984,838	$869,534,776	$94,145,643
2021	$143,548,070	$101,952,090	$884,006,067	$41,595,980
2020	$118,237,867	$54,145,302	$680,343,189	$64,092,565
2019	$81,975,789	$81,968,045	$624,493,689	$7,744
2018	$148,566,476	$63,228,939	$609,977,296	$85,337,537
2018	$148,566,476	$63,228,939	$609,977,296	$85,337,537

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION