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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 2023. Filed on May 9, 2024.

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 2023 IRS Form 990 filing, Ucla Investment Company, a 501(c)(3) charitable organization, reported compensation for 9 out of 15 total employees. Among the employees shown here, the average compensation is $558,840. The highest compensated employee at Ucla Investment Company is Justin Barton with fiscal year 2023 compensation of $1,058,008.

Revenue, expenses, and employee compensation

Revenue

$8,233,770

Expenses

$8,233,770

Employee compensation

$6,483,629
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Justin Barton
President / CIO
$1,058,008
$793,398 No related comp$264,610
Michael Marvelli
Corporate Secretary
$788,228
$588,152 No related comp$200,076
Raymond Schleinkofer
Investment Director
$586,509
$433,690 No related comp$152,819
Breanne Eshelman
Investment Director
$554,472
$385,022 No related comp$169,450
Mioara Larson
Operations Director
$495,548
$352,509 No related comp$143,039
Allison Baird-James
Director
$475,483
$0 $371,199 $104,284
Julie A Sina
Chief Financial Officer
$455,163
$0 $372,046 $83,117
Bendick Sy
Director, Investment Reporting
$421,741
$284,047 No related comp$137,694
Xianhui Cao
Finance Manager
$194,404
$161,170 No related comp$33,234

Benchmark Employee Compensation

Non-Employee Board Members

Alicia Minana de Lovelace
Director (AS of JULY 1, 2022)
Andrea Auerbach
Director
Andrea Eisfeldt
Director
David Ackert
Director
Drew Zager
Director
John Mapes
Board Chair
Julio Herrera
Director
Philip Han
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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