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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Education Ucla Investment Company

Ucla Investment Company

Fiscal year ending 2021. Filed on May 13, 2022.

12400 Wilshire Blvd Suite 1000
Los Angeles, California 90025

Ucla Investment Company (EIN: 45-2586739) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2021 IRS Form 990 filing, Ucla Investment Company, a 501(c)(3) charitable organization, reported compensation for 9 out of 18 total employees. Among the employees shown here, the average compensation is $448,553. The highest compensated employee at Ucla Investment Company is Michael Marvelli with fiscal year 2021 compensation of $585,643.

Revenue, expenses, and employee compensation

Revenue

$6,356,614

Expenses

$6,356,614

Employee compensation

$5,212,341
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Michael Marvelli
Corporate Secretary
$585,643
$496,877 No related comp$88,766
Justin Barton
President / CIO
$557,323
$453,762 No related comp$103,561
Raymond Schleinkofer
Investment Director
$549,252
$494,138 No related comp$55,114
Gregg Goldman
Director
$501,565
$0 $438,081 $63,484
Joe Bryant
Investment Director
$442,860
$388,914 No related comp$53,946
Julie A Sina
Chief Financial Officer
$400,822
$0 $342,828 $57,994
Bendick Sy
Director, Investment Reporting
$386,136
$309,066 No related comp$77,070
Breanne Eshelman
Investment Director
$345,928
$325,706 No related comp$20,222
Mioara Larson
Operations Director
$267,446
$223,964 No related comp$43,482

Benchmark Employee Compensation

Non-Employee Board Members

Andrea Auerbach
Director
Craig Ehrlich
Director
David Ackert
Director
Donnalisa Barnum
Director
Drew Zager
Board Chair
John Mapes
Director
Philip Han
Director
Preston L Johnson
Director
Steven L Klosterman
Director

Mission Statement

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.

Revisions to this organization profile

May 9, 2024:
2023 Ucla Investment Company 990 filed
May 12, 2023:
2022 Ucla Investment Company 990 filed
May 13, 2022:
2021 Ucla Investment Company 990 filed

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