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UCLA INVESTMENT COMPANY

EIN 45-2586739 LOS ANGELES, CA

Revenue 2023
$8,104,788
Expenses 2023
$8,104,788

Program services were 64.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B11
Classification
1200
Street
12400 WILSHIRE BLVD STE 1000

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JUSTIN BARTON

    PRESIDENT / CIO

    Total calculated
    $1,036,041
    From this org
    $912,382
    From related orgs
    $0
    Other
    $123,659
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $660,516
    Bonus
    $249,759
    Other
    $2,107
    Deferred
    $66,000
    Nontaxable benefits
    $57,659
    Filer's total
    $1,036,041

  • MICHAEL MARVELLI

    DEPUTY CIO/CORPORATE SECRETARY

    Total calculated
    $857,981
    From this org
    $692,751
    From related orgs
    $0
    Other
    $165,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $472,213
    Bonus
    $214,879
    Other
    $5,659
    Deferred
    $126,000
    Nontaxable benefits
    $39,230
    Filer's total
    $857,981

  • RAYMOND SCHLEINKOFER

    INVESTMENT DIRECTOR

    Total calculated
    $582,785
    From this org
    $496,594
    From related orgs
    $0
    Other
    $86,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,480
    Bonus
    $159,735
    Other
    $3,379
    Deferred
    $43,500
    Nontaxable benefits
    $42,691
    Filer's total
    $582,785

  • BREANNE ESHELMAN

    INVESTMENT DIRECTOR

    Total calculated
    $565,127
    From this org
    $463,680
    From related orgs
    $0
    Other
    $101,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,744
    Bonus
    $154,039
    Other
    $1,897
    Deferred
    $43,500
    Nontaxable benefits
    $57,947
    Filer's total
    $565,127

  • MIOARA LARSON

    CHIEF OPERATING OFFICER

    Total calculated
    $525,414
    From this org
    $413,321
    From related orgs
    $0
    Other
    $112,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,144
    Bonus
    $168,280
    Other
    $1,897
    Deferred
    $43,500
    Nontaxable benefits
    $68,593
    Filer's total
    $525,414

  • ALLISON BAIRD-JAMES

    EXOFFICIO DIRECTOR UNTIL 4/14

    Total calculated
    $505,150
    From this org
    $0
    From related orgs
    $401,981
    Other
    $103,169
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,981 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $68,457 related
    Nontaxable benefits
    $0 + $34,712 related
    Filer's total
    $0 + $505,150 related

  • JULIE A SINA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $476,582
    From this org
    $0
    From related orgs
    $388,380
    Other
    $88,202
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,380 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $70,209 related
    Nontaxable benefits
    $0 + $17,993 related
    Filer's total
    $0 + $476,582 related

  • BENDICK SY

    DIRECTOR, INVESTMENT REPORTING

    Total calculated
    $420,888
    From this org
    $326,595
    From related orgs
    $0
    Other
    $94,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,118
    Bonus
    $129,276
    Other
    $2,201
    Deferred
    $43,500
    Nontaxable benefits
    $50,793
    Filer's total
    $420,888

  • THOMAS MOON

    INVESTMENT DIRECTOR

    Total calculated
    $321,016
    From this org
    $307,383
    From related orgs
    $0
    Other
    $13,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,174
    Bonus
    $55,000
    Other
    $25,209
    Deferred
    $12,750
    Nontaxable benefits
    $883
    Filer's total
    $321,016

  • ANASTASIA BOROVICH

    ASSOCIATE INVESTMENT DIRECTOR

    Total calculated
    $219,056
    From this org
    $200,467
    From related orgs
    $0
    Other
    $18,589
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,642
    Bonus
    $56,963
    Other
    $862
    Deferred
    $8,875
    Nontaxable benefits
    $9,714
    Filer's total
    $219,056

  • DREW ZAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN MAPES

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID ACKERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHILIP HAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREA AUERBACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIO HERRERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREA EISFELDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALICIA MINANA DE LOVELACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELVIN LINDSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN J AGOSTINI

    EXOFFICIO DIRECTOR AS OF 5/6

    Total calculated
    $0
    Hours/week
    10 + 40 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $8,104,788
    Expenses
    $8,104,788
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $8,233,770
    Expenses
    $8,233,770
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.