UCLA INVESTMENT COMPANY Charity Report

Public IRS 990 nonprofit record

UCLA INVESTMENT COMPANY

EIN 45-2586739 · Single Organization Support (B11)

What they do

THE SPECIFIC PURPOSE of THE UCLA INVESTMENT COMPANY is to ALLOCATE, INVEST and MANAGE THE GENERAL ENDOWMENT POOL of THE UCLA FOUNDATION, TOGETHER WITH ANY OTHER ASSETS for WHICH THE FOUNDATION or OTHER CHARITABLE NONPROFIT ENTITIES WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) MAY DELEGATE INVESTMENT and MANAGEMENT RESPONSIBILITY to THIS COMPANY, SUBJECT to THE OVERSIGHT of THE FOUNDATION and THE BOARD of DIRECTORS of THIS COMPANY, and to PROMOTE, CONDUCT and SUPPORT ACTIVITIES RELATED or INCIDENTAL to SUCH PURPOSE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.73%of revenue went to mission work70.7% of expenses · Program services

$100.00spent for every $100 of revenueRevenue covered expenses this year.

29.27%of revenue went to management and office costs29.3% of expenses

$0.64in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,198,187 for JUSTIN BARTON (PRESIDENT / CIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,749,202

Mission workProgram services$5,480,64670.73% of revenue70.7% of expenses

ManagementOffice and general costs$2,268,55629.27% of revenue29.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$7,749,202100.00% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 70.7% mission · 29.3% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2023Expense mix: 64.9% mission · 35.1% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2022Expense mix: 76.6% mission · 23.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2021Expense mix: 75.6% mission · 24.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2020Expense mix: 72.9% mission · 27.1% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2019Expense mix: 74.1% mission · 25.9% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2018Expense mix: 70.1% mission · 29.9% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2017Expense mix: 74.4% mission · 25.6% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

Money in and money out

Revenue$7,749,202

Expenses$7,749,202

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,480,646 · 70.7% of expenses

Management and office costs$2,268,556 · 29.3% of expenses

See all reported dollar amounts

Revenue$7,749,202

Expenses$7,749,202

Assets$4,959,890

Income$7,749,202

Mission work (program services)$5,480,646

Management and general$2,268,556

Accounting fees$56,044

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JUSTIN BARTONPRESIDENT / CIO · 40 hrs/week $1,198,187Base $1,063,968 · Other $134,219

MICHAEL MARVELLIDEPUTY CIO/CORPORATE SECRETARY · 40 hrs/week $1,068,989Base $871,511 · Other $197,478

MIOARA LARSONCHIEF OPERATING OFFICER · 40 hrs/week $702,822Base $476,212 · Other $226,610

RAYMOND SCHLEINKOFERINVESTMENT DIRECTOR · 40 hrs/week $606,468Base $514,093 · Other $92,375

BREANNE ESHELMANINVESTMENT DIRECTOR · 40 hrs/week $564,017Base $455,372 · Other $108,645

THOMAS MOONINVESTMENT DIRECTOR · 40 hrs/week $495,739Base $479,315 · Other $16,424

BENDICK SYDIRECTOR, INVESTMENT REPORTING · 40 hrs/week $435,301Base $333,899 · Other $101,402

ANASTASIA BOROVICHASSOCIATE INVESTMENT DIRECTOR · 40 hrs/week $291,296Base $269,148 · Other $22,148

JULIE A SINACHIEF FINANCIAL OFFICER · 10 hrs/week $94,513Base · Other $94,513

STEPHEN J AGOSTINIDIRECTOR · 10 hrs/week $1,201Base · Other $1,201

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

JUSTIN BARTONPRESIDENT / CIO

MICHAEL MARVELLIDEPUTY CIO/CORPORATE SECRETARY

MIOARA LARSONCHIEF OPERATING OFFICER

RAYMOND SCHLEINKOFERINVESTMENT DIRECTOR

BREANNE ESHELMANINVESTMENT DIRECTOR

THOMAS MOONINVESTMENT DIRECTOR

BENDICK SYDIRECTOR, INVESTMENT REPORTING

ANASTASIA BOROVICHASSOCIATE INVESTMENT DIRECTOR

JULIE A SINACHIEF FINANCIAL OFFICER

STEPHEN J AGOSTINIDIRECTOR

JOHN MAPESBOARD CHAIRMAN

JULIO HERRERADIRECTOR

DREW ZAGERDIRECTOR

MELVIN LINDSEYDIRECTOR

DAVID ACKERTDIRECTOR

CHERYL M LOTTDIRECTOR (AS OF 7/1/2024)

PHILIP HANDIRECTOR

ANDREA EISFELDTDIRECTOR

ANDREA AUERBACHDIRECTOR

About this charity

Recognized since: January 2011
Location: 12400 WILSHIRE BLVD SUITE 1000, Los Angeles, CA 90025
County: Los Angeles
In care of: YOLANDA J GORMAN
Primary officer: YOLANDA J GORMAN, CFO

How to reach them

WebsiteVisit the charity’s website Phone(310) 954-0680

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Single Organization Support (B11)
IRS tax category: Single Organization Support