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Nonprofiteer
← UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION

Form 990 for tax year 2023

Filed by UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION.

Totals

Total revenue
$125,695,568
Total expenses
$75,274,208
Contributions and grants received
$81,485,192
Grants paid
$67,038,895
Program services expenses (Part IX)
$67,991,075
Management and general expenses
$6,998,179
Fundraising expenses
$284,954
Program service expenses (Part III)
$67,991,075

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD GILLMAN PHD

    CHANCELLOR

    Total calculated
    $747,410
    From this org
    $0
    From related orgs
    $657,768
    Other
    $89,642
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,516 related
    Bonus
    $0
    Other
    $0 + $15,252 related
    Deferred
    $0 + $64,673 related
    Nontaxable benefits
    $0 + $24,969 related
    Filer's total
    $0 + $747,410 related

  • BRIAN T HERVEY

    PRESIDENT

    Total calculated
    $565,588
    From this org
    $0
    From related orgs
    $505,792
    Other
    $59,796
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,668 related
    Bonus
    $0
    Other
    $0 + $11,124 related
    Deferred
    $0 + $50,423 related
    Nontaxable benefits
    $0 + $9,373 related
    Filer's total
    $0 + $565,588 related

  • GARY J SINGER ESQ

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMES V MAZZO

    CHAIR ADVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • DEAN A YOOST

    CHAIR AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • D ROBINSON CLUCK

    CHAIR INVEST & FIN COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • STACEY NICHOLAS

    CHAIR STEWARSHIP COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD C ACKERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PHILIP K ANTHONY PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DURAID S ANTONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAMINA E BARKOW

    TRUSTEE (AS OF 3/25/24)

    Total calculated
    $0
    Hours/week
    1

  • STEVEN BOROWSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMER A BOUKAI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD K BRIDGFORD ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JANE BUCHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL E BUTTERWORTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY CARRINGTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HAZEM HIKMAT CHEHABI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SALMA A CHEHABI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROL CHOI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EUGENE W CHOI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATE DUCHENE JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH L DUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LUCY DUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN R EVANS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS K FREEMAN JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN GERACE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERRY GODFREY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • OSCAR GONZALEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENISE HALL JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE NEWCOMB HILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GARY H HUNT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HANS IMHOF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDRA J JACKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANK JAO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY K JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIM KAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEEVE T KAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • YANG-UK KIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DULCIE A KUGELMAN

    TRUSTEE (AS OF 3/25/24)

    Total calculated
    $0
    Hours/week
    1

  • JACK M LANGSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANAZ S LANGSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MOHANNAD S MALAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TWYLA REED MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FARZAD MASSOUDI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL MERAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARCI LERNER MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAWN R MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN S MONSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL A MUSSALLEM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELOY ORTIZ OAKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG PALMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN PEEPELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHEILA K PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES J PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM FREDERICK PODLICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT E ROMNEY

    TRUSTEE (AS OF 3/25/24)

    Total calculated
    $0
    Hours/week
    1

  • CHERYLL R RUSZAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD J RUSZAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN R SANTORA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK K SANTORA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SCHULMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER FRIEND SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUBEN SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TED SMITH

    TRUSTEE (THRU 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • SHEILA PRELL SONENSHINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY L STRADER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARILYN P SUTTON PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES IRVINE SWINDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID L TSOONG MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GADDI VASQUEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANTE CARTER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $267,621
    From this org
    $0
    From related orgs
    $230,402
    Other
    $37,219
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,402 related
    Bonus
    $0 + $1,000 related
    Other
    $0
    Deferred
    $0 + $11,119 related
    Nontaxable benefits
    $0 + $26,100 related
    Filer's total
    $0 + $267,621 related

  • CHRISTIE A ISRAEL

    CONTROLLER

    Total calculated
    $203,754
    From this org
    $0
    From related orgs
    $155,287
    Other
    $48,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $153,287 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $22,367 related
    Nontaxable benefits
    $0 + $26,100 related
    Filer's total
    $0 + $203,754 related

  • JACQUELINE MARIE BARBERA

    SECRETARY/EXECUTIVE DIRECTOR

    Total calculated
    $172,306
    From this org
    $0
    From related orgs
    $143,996
    Other
    $28,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $143,996 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,338 related
    Nontaxable benefits
    $0 + $7,972 related
    Filer's total
    $0 + $172,306 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION PRACTICES FOR THE RELATED ORGANIZATION DETERMINING COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS INCLUDES: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
FORM 990, SCH J, PART II
PROCESS OF DETERMINING CEO AND OTHER OFFICER COMPENSATION ALL COMPENSATED OFFICERS AND KEY EMPLOYEES ARE HIRED BY AND ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, IRVINE. HUMAN RESOURCES DEVELOPS, CONSISTENT WITH THE ORGANIZATIONS' PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR ALL EMPLOYEES OF THE UNIVERSITY INCLUDING THE OFFICERS AND KEY EMPLOYEES THE UCI FOUNDATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO THE UNIVERSITY OF CALIFORNIA, IRVINE. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECEIVED DURING THE CALENDAR YEAR 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202501329349303385

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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