UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION

EIN: 952540117 501(c)(3) Education

IRVINE, CA

Total Revenue
$230,713,203
Total Expenses
$107,337,083
Total Assets
$1,204,172,937
Net Assets
$1,201,016,801
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
CA
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

THE MISSION OF THE UNIVERSITY OF CALIFORNIA, IRVINE FOUNDATION (UC IRVINE FOUNDATION) IS TO RAISE AND MANAGE PRIVATE FUNDS TO SUPPORT UC IRVINE'S BROADER MISSION OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE. TO THIS END, THE UC IRVINE FOUNDATION ADVISES UNIVERSITY LEADERSHIP IN ALL AREAS RELATED TO PUBLIC TRUST, INVESTMENTS AND PHILANTHROPY; MOBILIZES EXISTING AND POTENTIAL SUPPORTERS TO HELP GROW THE UNIVERSITY'S ENDOWMENT; AND ENGAGES WITH APPROPRIATE STAKEHOLDERS TO ADVANCE FUNDRAISING EFFORTS ALIGNED WITH THE UNIVERSITY'S STRATEGIC PLAN. THE UC IRVINE FOUNDATION ALSO AIMS TO BUILD STRONGER NETWORKS OF SUPPORT AROUND DEANS, DIRECTORS AND HEALTH LEADERS TO ADVANCE UCI'S CONTRIBUTIONS TO THE REGION; ENGAGES WITH THE SCHOOLS, UNITS AND DEPARTMENTS IN STRATEGIC ADVISORY AND ADVOCACY ROLES; AND FACILITATES REGIONAL AND GLOBAL PARTNERSHIPS THAT EXPAND UCI'S CAPACITY TO IMPROVE LIVES.

Program Service Accomplishments

Program 1
Expenses: $99,970,629

THE UCI FOUNDATION CREATES OPPORTUNITIES FOR THE RECRUITMENT OF FACULTY, SUPPORT OF STUDENTS AND THE BUILDING OF FACILITIES THAT ALLOWS UC IRVINE TO SOLIDIFY ITS STEADY GROWTH AS ONE OF THE NATION'S...

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THE UCI FOUNDATION CREATES OPPORTUNITIES FOR THE RECRUITMENT OF FACULTY, SUPPORT OF STUDENTS AND THE BUILDING OF FACILITIES THAT ALLOWS UC IRVINE TO SOLIDIFY ITS STEADY GROWTH AS ONE OF THE NATION'S PREMIER RESEARCH UNIVERSITIES. GRANT SUPPORT HAS BEEN GIVEN FOR A VAST ARRAY OF RESEARCH INCLUDING MEDICINE, SCIENCE, HUMANITIES AND TECHNOLOGY AS WELL AS MERIT BASED SCHOLARSHIPS AND FELLOWSHIPS AND INSTRUCTION. THE UCI FOUNDATION HAS ENDOWED CHAIRS, SUPPORTED NEW RESEARCH, TEACHING FACILITIES AND OTHER CAMPUS IMPROVEMENTS.DURING THE YEAR ENDING JUNE 30, 2025 THE FOUNDATION PROVIDED THE FOLLOWING TO THE UNIVERSITY.SCHOOL OF MEDICINE $ 20,971,105OTHER 18,506,590COLLEGE OF HEALTH SCIENCE 11,898,676UCI MEDICAL CENTER 11,553,646HENRY SAMUELI SCHOOL OF ENGINEERING 10,823,508NON-ACADEMIC UNITS 6,072,413OFFICE OF RESEARCH 2,765,072SOCIAL SCIENCES 1,577,161SOCIAL ECOLOGY 1,497,246CHARLIE DUNLOP SCHOOL OF BIOLOGICAL SCIENCES 1,441,388SCHOOL OF LAW 1,424,534PAUL MERAGE SCHOOL OF BUSINESS 1,299,999CLAIRE TREVOR SCHOOL OF THE ARTS 1,229,729PHYSICAL SCIENCES 1,187,439HUMANITIES 1,185,077DONALD BREN SCHOOL OF INFORMATION AND COMPUTER SCIENCE 1,000,264ATHLETICS 792,914SCHOOL OF EDUCATION 775,604PHARMACY & PHARMACEUTICAL SCIENCES 455,323WEN SCHOOL OF PUBLIC HEALTH 437,791CENTER FOR NEUROBIOLOGY OF LEARNING & MEMORY 299,003UCI LIBRARIES 261,713SUE & BILL GROSS SCHOOL OF NURSING 124,409TOTAL $ 97,580,594

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Trantor Score

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

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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
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
73
Independent Members
70
Employees
N/A
Volunteers
70

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
10
$2,268,005
Total Directors
76
$1,579,216
Key Employees
0
$0
Highest Compensated
0
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
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