NonprofitsUcla Investment Company

Education

Ucla Investment Company

LOS ANGELES, CA

Total revenue

$8.1M

Total expenses

$8.1M

Net assets

Grants received

EIN

452586739

Tax year

2023

Mission

The ucla investment company provides professional stewardship of investment assets entrusted to ucla foundation for the advancement of ucla and related charitable purposes

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$8.1M
Investment income
Other revenue
Total revenue$8.1M

Expenses

Grants paid
Salaries & benefits$6.3M
Fundraising
Other expenses$1.8M
Total expenses$8.1M
Total assets$5.0M
Net assets

People

20 listed

NameRoleCompensation

JUSTIN BARTON

PRESIDENT / CIO

Board

$912K

40 hrs/wk

MICHAEL MARVELLI

DEPUTY CIO/CORPORATE SECRETARY

Board

$693K

40 hrs/wk

JULIO HERRERA

DIRECTOR

Board

1 hrs/wk

ANDREA EISFELDT

DIRECTOR

Board

1 hrs/wk

ALICIA MINANA DE LOVELACE

DIRECTOR

Board

1 hrs/wk

MELVIN LINDSEY

DIRECTOR

Board

1 hrs/wk

STEPHEN J AGOSTINI

EXOFFICIO DIRECTOR AS OF 5/6

Board

10 hrs/wk

ALLISON BAIRD-JAMES

EXOFFICIO DIRECTOR UNTIL 4/14

Board

10 hrs/wk

JULIE A SINA

CHIEF FINANCIAL OFFICER

Board

10 hrs/wk

DREW ZAGER

DIRECTOR

Board

1 hrs/wk

JOHN MAPES

BOARD CHAIRMAN

Board

1 hrs/wk

DAVID ACKERT

DIRECTOR

Board

1 hrs/wk

PHILIP HAN

DIRECTOR

Board

1 hrs/wk

ANDREA AUERBACH

DIRECTOR

Board

1 hrs/wk

RAYMOND SCHLEINKOFER

INVESTMENT DIRECTOR

Staff

$497K

40 hrs/wk

BREANNE ESHELMAN

INVESTMENT DIRECTOR

Staff

$464K

40 hrs/wk

MIOARA LARSON

CHIEF OPERATING OFFICER

Staff

$413K

40 hrs/wk

BENDICK SY

DIRECTOR, INVESTMENT REPORTING

Staff

$327K

40 hrs/wk

THOMAS MOON

INVESTMENT DIRECTOR

Staff

$307K

40 hrs/wk

ANASTASIA BOROVICH

ASSOCIATE INVESTMENT DIRECTOR

Staff

$200K

40 hrs/wk

Details

EIN452586739
NTEE codeB11
Subsection03
Ruling date2011-10
Formed2011
Employees16
Volunteers9
UCLA INVESTMENT COMPANY — Mission, Financials & Grants Received | Grantivo