UCLA Investment Company

Analysis

UCLA Investment Company is a registered charity in United States, based in Los Angeles, CA. It received its IRS tax-exemption ruling in October 2011, 15 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, UCLA Investment Company reported income of $8.2m and spending of $8.2m, spending 100% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $5.5m to $8.2m (+50%), an average of +11% a year. The sharpest change came in the year to June 2023, when income rose by 18%. Over the whole period it spent 100% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, UCLA Investment Company sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 94th percentile, and in the 95th percentile within CA. Charities of a similar size with the same main cause include Nevada City School of the Arts ($8.2m), Dallas College Foundation Inc ($8.2m) and Milwaukee Scholars Charter School Inc ($8.2m).

On its Form 990 for the period ending June 2023, revenue came from program service revenue 100% of the total. Compensation of current officers, directors and key employees was $2.5m (31% of expenses). Other salaries and wages came to $3.4m. At year end it held assets of $5.2m against liabilities of $5.2m, net assets of $0. It reported 15 employees.