UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION

EIN 95-2540117 · Education (B110)

What they do

THE MISSION of THE UNIVERSITY of CALIFORNIA, IRVINE FOUNDATION (UC IRVINE FOUNDATION) is to RAISE and MANAGE PRIVATE FUNDS to SUPPORT UC IRVINES 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 UNIVERSITYS ENDOWMENT; and ENGAGES WITH APPROPRIATE STAKEHOLDERS to ADVANCE FUNDRAISING EFFORTS ALIGNED WITH THE UNIVERSITYS STRATEGIC PLAN. THE UC IRVINE FOUNDATION ALSO AIMS to BUILD STRONGER NETWORKS of SUPPORT AROUND DEANS, DIRECTORS and HEALTH LEADERS to ADVANCE UCIS 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 UCIS CAPACITY to IMPROVE LIVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.10 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 leaders79 people are listed in the latest report.

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

Money made simple

43.33%of revenue went to mission work93.1% of expenses · Program services

0.18%of revenue went to fundraising0.4% of expenses

$46.52spent for every $100 of revenueRevenue covered expenses this year.

3.01%of revenue went to management and office costs6.5% of expenses

$11.22in assets for every $1 spent this yearSome assets cannot be spent right away.

65.8%of its money came from giftsOther money may come from services or investments.

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 $104,920 for HOWARD GILLMAN PHD (CHANCELLOR). 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$230,713,203

Mission workProgram services$99,970,62943.33% of revenue93.1% of expenses

ManagementOffice and general costs$6,944,4893.01% of revenue6.5% of expenses

FundraisingAsking for donations$421,9650.18% of revenue0.4% of expenses

Revenue left after expensesReported annual surplus$123,376,12053.48% of revenueShown in gray on the chart

Total expenses$107,337,08346.52% 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: 93.1% mission · 6.5% management · 0.4% fundraisingTotal expenses: 46.52% of revenue

2023Expense mix: 90.3% mission · 9.3% management · 0.4% fundraisingTotal expenses: 59.89% of revenue

2022Expense mix: 92.3% mission · 7.4% management · 0.3% fundraisingTotal expenses: 83.68% of revenue

2021Expense mix: 94.9% mission · 4.9% management · 0.2% fundraisingTotal expenses: 58.18% of revenue

2020Expense mix: 94.9% mission · 4.8% management · 0.3% fundraisingTotal expenses: 71.02% of revenue

2019Expense mix: 91.5% mission · 7.9% management · 0.6% fundraisingTotal expenses: 45.79% of revenue

2018Expense mix: 94.9% mission · 4.7% management · 0.4% fundraisingTotal expenses: 99.99% of revenue

2017Expense mix: 93.9% mission · 5.6% management · 0.4% fundraisingTotal expenses: 42.56% of revenue

Money in and money out

Revenue$230,713,203

Expenses$107,337,083

Annual surplus $123,376,120 Revenue was higher than expenses for this filing year.

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)$99,970,629 · 93.1% of expenses

Management and office costs$6,944,489 · 6.5% of expenses

Fundraising$421,965 · 0.4% of expenses

See all reported dollar amounts

Revenue$230,713,203

Expenses$107,337,083

Assets$1,204,172,937

Income$414,885,494

Contributions$151,791,381

Mission work (program services)$99,970,629

Fundraising$421,965

Grants given$655,231,104

Average grant$81,903,888

Management and general$6,944,489

Stocks and bonds$36,572,249

Accounting fees$65,600

Investing fees$5,823,393

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

HOWARD GILLMAN PHDCHANCELLOR · 10 hrs/week $104,920Base · Other $104,920

BRIAN T HERVEYPRESIDENT · 20 hrs/week $74,525Base · Other $74,525

CHRISTIE A ISRAELCONTROLLER · 40 hrs/week $52,238Base · Other $52,238

SHANTE CARTERCHIEF FINANCIAL OFFICER · 30 hrs/week $40,042Base · Other $40,042

JACQUELINE MARIE BARBERASECRETARY/EXECUTIVE DIRECTOR · 40 hrs/week $30,280Base · Other $30,280

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 (79)

HOWARD GILLMAN PHDCHANCELLOR

BRIAN T HERVEYPRESIDENT

CHRISTIE A ISRAELCONTROLLER

SHANTE CARTERCHIEF FINANCIAL OFFICER

JACQUELINE MARIE BARBERASECRETARY/EXECUTIVE DIRECTOR

MOHANNAD S MALASTRUSTEE

RICHARD K BRIDGFORD ESQTRUSTEE

RICHARD J RUSZATTRUSTEE

RICHARD C ACKERMANTRUSTEE

PHILIP K ANTHONY PHDTRUSTEE

PAUL E BUTTERWORTHTRUSTEE

PAUL MERAGETRUSTEE

PAMINA E BARKOWTRUSTEE

OSCAR GONZALEZTRUSTEE

ROBERT E ROMNEYTRUSTEE

MICHAEL A MUSSALLEMTRUSTEE

MICHAEL SCHULMANTRUSTEE

MARY CARRINGTONTRUSTEE

MARK K SANTORATRUSTEE

MARILYN P SUTTON PHDTRUSTEE

MARCI LERNER MILLERTRUSTEE

LUCY SUNTRUSTEE (AS OF 10/16/24)

LUCY DUNNTRUSTEE

STACEY NICHOLASCHAIR STEWARSHIP COMMITTEE

YANG-UK KIMTRUSTEE

WILLIAM FREDERICK PODLICHTRUSTEE

VICKI VASQUEZTRUSTEE (AS OF 10/16/24)

TWYLA MARTIN PARSKYTRUSTEE (AS OF XX/XX/XX)

TIMOTHY L STRADERTRUSTEE

TERRY GODFREYTRUSTEE

STEVEN BOROWSKITRUSTEE (THRU 2/19/25)

STEVE T KAYTRUSTEE (THRU 7/24/24)

STEPHEN PEEPELSTRUSTEE (THRU 8/31/24)

ROBERT A MAH PHDTRUSTEE (AS OF 10/16/24)

SHEILA PRELL SONENSHINETRUSTEE

SHEILA K PETERSONTRUSTEE

SHAWN R MILLERTRUSTEE

SHANAZ S LANGSONTRUSTEE

SANDRA J JACKSONTRUSTEE

SALMA A CHEHABITRUSTEE

RUBEN SMITHTRUSTEE

KATE DUCHENE JDTRUSTEE

DOUGLAS K FREEMAN JDTRUSTEE

GARY H HUNTTRUSTEE

GADDI VASQUEZTRUSTEE

FRANK JAOTRUSTEE

FARZAD MASSOUDI MDTRUSTEE

EUGENE W CHOITRUSTEE

ELOY ORTIZ OAKLEYTRUSTEE

ELIM KAYTRUSTEE

DURAID S ANTONETRUSTEE

DULCIE A KUGELMANTRUSTEE

GARY J SINGER ESQBOARD CHAIR

DENISE HALL JDTRUSTEE

DEAN A YOOSTCHAIR AUDIT COMMITTEE

DAVID L TSOONG MDTRUSTEE

D ROBINSON CLUCKCHAIR INVEST & FIN COMMITTEE

CHERYLL R RUSZATTRUSTEE

CAROL CHOITRUSTEE

ANTHONY K JONESTRUSTEE

AMER A BOUKAITRUSTEE

JENNIFER FRIEND SMITHTRUSTEE

KATHLEEN R SANTORATRUSTEE

ADELINE YEN MAH MDTRUSTEE (AS OF 10/16/24)

JULIE NEWCOMB HILLTRUSTEE

JOSEPH L DUNNTRUSTEE (THRU 10/8/24)

JOHN R EVANSTRUSTEE

JOHN C HUESTON JDTRUSTEE (AS OF 3/26/25)

JOHN GERACETRUSTEE

JOE C WENTRUSTEE (AS OF 10/16/24)

KRISTEN S MONSONTRUSTEE

JANE BUCHANTRUSTEE

JAMES V MAZZOCHAIR ADVISORY COMMITTEE

JAMES J PETERSONTRUSTEE

JAMES IRVINE SWINDENTRUSTEE

JACK M LANGSONTRUSTEE

HAZEM HIKMAT CHEHABI MDTRUSTEE

HANS IMHOFTRUSTEE

GREG PALMERTRUSTEE

About this charity

Recognized since: January 1968
Location: 510 EAST PELTASON DRIVE 5000, IRVINE, CA 92697-5600
County: Orange
In care of: % LYNN RAHN CPA
Primary officer: CHRISTIE A ISRAEL, CFO

How to reach them

WebsiteVisit the charity’s website Emailjbarbera@uci.edu Phone(949) 824-1509

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes