Skip to content
ProPublica Donate
ProPublica Donate

Ucla Investment Company

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.23M (2023)

Expenses
$8.23M (2023)

Total Assets
$5.21M (2023)

Total Liabilities
$5.21M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,233,770
Expenses
$8,233,770
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,233,770
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,526,672
30.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,408,826
41.4%
Assets/Debt
Total Assets $5,210,382
Total Liabilities $5,210,382
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Justin Barton (President / Cio) $793,398 $0 $264,610
Michael Marvelli (Corporate Secretary) $588,152 $0 $200,076
Raymond Schleinkofer (Investment Director) $433,690 $0 $152,819
Breanne Eshelman (Investment Director) $385,022 $0 $169,450
Mioara Larson (Director Of Operations) $352,509 $0 $143,039
Bendick Sy (Director, Investment Reporting) $284,047 $0 $137,694
Xianhui Cao (Finance Manager) $161,170 $0 $33,234
Allison Baird James (Director) $0 $371,199 $104,284
Julie A Sina (Chief Financial Officer) $0 $372,046 $83,117
Drew Zager (Director) $0 $0 $0
John Mapes (Board Chairman) $0 $0 $0
David Ackert (Director) $0 $0 $0
Philip Han (Director) $0 $0 $0
Andrea Auerbach (Director) $0 $0 $0
Julio Herrera (Director) $0 $0 $0
Andrea Eisfeldt (Director) $0 $0 $0
Alicia Minana De Lovelace (Director (As Of July 1, 2022)) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,004,284
Expenses
$7,004,284
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,004,284
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,160,500
30.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,921,560
41.7%
Assets/Debt
Total Assets $3,834,949
Total Liabilities $3,834,949
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Justin Barton (President / Cio) $699,362 $0 $107,442
Michael Marvelli (Corporate Secretary) $648,834 $0 $92,837
Raymond Schleinkofer (Investment Director) $503,221 $0 $48,384
Joe Bryant (Investment Director) $463,007 $0 $56,216
Breanne Eshelman (Investment Director) $427,247 $0 $69,542
Mioara Larson (Director Of Operations) $340,953 $0 $59,074
Bendick Sy (Director, Investment Reporting) $267,811 $0 $81,155
Drew Zager (Board Chairman) $0 $0 $0
John Mapes (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Gregg Goldman (Director (Thru 4/1/2022)) $0 $0 $0
David Ackert (Director) $0 $0 $0
Craig Ehrlich (Director) $0 $0 $0
Philip Han (Director) $0 $0 $0
Andrea Auerbach (Director) $0 $0 $0
Allison Baird James (Director (As Of Apr 2022)) $0 $0 $0
Julie A Sina (Chief Financial Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,356,614
Expenses
$6,356,614
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,356,614
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,879,531
29.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,899,754
45.6%
Assets/Debt
Total Assets $2,885,069
Total Liabilities $2,885,069
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Michael Marvelli (Corporate Secretary) $496,877 $0 $88,766
Raymond Schleinkofer (Investment Director) $494,138 $0 $55,114
Justin Barton (President / Cio) $453,762 $0 $103,561
Joe Bryant (Investment Director) $388,914 $0 $53,946
Breanne Eshelman (Investment Director) $325,706 $0 $20,222
Bendick Sy (Director, Investment Reporting) $309,066 $0 $77,070
Mioara Larson (Director Of Operations) $223,964 $0 $43,482
Gregg Goldman (Director) $0 $438,081 $63,484
Julie A Sina (Chief Financial Officer) $0 $342,828 $57,994
Drew Zager (Board Chairman) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
John Mapes (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
David Ackert (Director) $0 $0 $0
Craig Ehrlich (Director) $0 $0 $0
Philip Han (Director) $0 $0 $0
Andrea Auerbach (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,811,105
Expenses
$5,811,105
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,811,105
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,574,651
27.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,443,414
42.0%
Assets/Debt
Total Assets $1,845,978
Total Liabilities $1,845,978
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Justin Barton (President / Cio) $558,169 $0 $75,943
Michael Marvelli (Corporate Secretary) $497,308 $0 $86,337
Joe Bryant (Investment Director) $399,370 $0 $52,700
Lorver Lentejas (Former Chief Operating Officer) $356,410 $0 $11,242
Breanne Eshelman (Investment Director) $327,891 $0 $21,280
Raymond Schleinkofer (Investment Director) $321,163 $0 $42,913
Bendick Sy (Director, Investment Reporting) $199,749 $0 $72,276
Jessie Kuo (Accounting Manager) $175,633 $0 $13,575
Gregg Goldman (Director) $0 $444,379 $62,774
Julie Sina (Chief Financial Officer) $0 $331,987 $63,041
Drew Zager (Board Chairman) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
John Mapes (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Simon Jr (Director) $0 $0 $0
David Ackert (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,491,721
Expenses
$5,491,721
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,491,162
100.0%
Investment Income $559
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,143,723
39.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,816,579
33.1%
Assets/Debt
Total Assets $1,184,723
Total Liabilities $1,184,723
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Michael Marvelli (Corporate Secretary) $641,103 $0 $78,245
Justin Barton (President / Cio) $469,883 $0 $46,461
Lorver Lentejas (Chief Operating Officer) $433,067 $0 $71,991
Joe Bryant (Investment Director) $432,625 $0 $48,451
James Edwards (Associate Investment Director) $253,404 $0 $24,382
Bendick Sy (Performance Manager) $193,556 $0 $39,826
Jessie Kuo (Accounting Manager) $140,501 $0 $8,294
Xianhui Cao (Manager) $101,439 $0 $11,474
Drew Zager (Board Chairman) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
John Mapes (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Simon Jr (Director) $0 $0 $0
Gregg Goldman (Director) $0 $44,604 $9,085
David Ackert (Director) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $310,494 $53,054

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,659,180
Expenses
$5,659,180
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,658,497
100.0%
Investment Income $683
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,748,127
48.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,307,508
23.1%
Assets/Debt
Total Assets $1,750,593
Total Liabilities $1,750,593
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Srinivas Pulavarti (President/Cio) $1,403,438 $0 $95,425
Michael Marvelli (Corporate Secretary) $521,203 $0 $82,192
Joe Bryant (Investment Director) $308,669 $0 $25,533
James Edwards (Associate Investment Director) $296,980 $0 $28,284
Lorver Lentejas (Vp/Dr Inv Act & Ops) $285,715 $0 $73,196
Justin Barton (Investment Director) $268,464 $0 $18,463
Bendick Sy (Performance Manager) $141,892 $0 $41,052
Steven A Olsen (Board Chairman) $0 $362,261 $76,845
David Nazarian (Director (Through 3/2018)) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
Drew Zager (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Simon Jr (Director) $0 $0 $0
Shirley Wang (Director) $0 $0 $0
David Ackert (Director) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $300,770 $45,283

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,024,939
Expenses
$5,024,939
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,024,342
100.0%
Investment Income $597
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,489,938
49.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,236,983
24.6%
Assets/Debt
Total Assets $1,968,970
Total Liabilities $1,968,970
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Srinivas Pulavarti (President/Cio) $788,018 $0 $83,565
Michael Marvelli (Corporate Secretary) $492,327 $0 $73,700
James Edwards (Associate Investment Director) $276,316 $0 $20,645
Lorver Lentejas (Vp/Dr Inv Act & Ops) $246,578 $0 $69,653
Bendick Sy (Performance Manager) $140,615 $0 $31,344
Dr Pawan Chaturvedi (Vp/Sr Inv. Dir. (Thru 3/11/16)) $108,188 $0 $11,763
Steven A Olsen (Board Chairman) $0 $342,244 $72,996
David Nazarian (Director) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
Drew Zager (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Simon Jr (Director) $0 $0 $0
Shirley Wang (Director) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $299,200 $45,479

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,892,651
Expenses
$3,892,651
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,892,056
100.0%
Investment Income $595
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,281,428
58.6%
Professional Fundraising Fees $0
Other Salaries and Wages $653,559
16.8%
Assets/Debt
Total Assets $1,147,352
Total Liabilities $1,147,352
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Srinivas Pulavarti (President/Cio) $1,365,107 $0 $81,052
Dr Pawan Chaturvedi (Vp/Sr Investment Director) $569,245 $0 $68,012
Michael Marvelli (Corporate Secretary) $489,961 $0 $71,735
James Edwards (Associate Investment Director) $264,006 $0 $12,461
Lorver Lentejas (Vp/Dr Inv Act & Ops) $230,087 $0 $69,095
Bendick Sy (Performance Manager) $140,052 $0 $28,977
Steven A Olsen (Board Chairman) $0 $327,075 $72,850
David Nazarian (Director) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
Drew Zager (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Mitchell (Director) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $279,392 $44,332

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,864,574
Expenses
$4,864,574
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,863,746
100.0%
Investment Income $828
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,106,388
63.9%
Professional Fundraising Fees $0
Other Salaries and Wages $711,736
14.6%
Assets/Debt
Total Assets $1,767,995
Total Liabilities $1,767,995
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Srinivas Pulavarti (President/Cio) $1,378,669 $0 $78,252
Dr Pawan Chaturvedi (Vp/Sr Investment Director) $655,973 $0 $66,028
Michael Marvelli (Corporate Secretary) $464,206 $0 $75,896
James Edwards (Associate Investment Director) $226,437 $0 $10,683
Lorver Lentejas (Vp/Dr Inv Act & Ops) $171,529 $0 $67,062
Bendick Sy (Performance Manager) $122,439 $0 $26,561
Steven A Olsen (Board Chairman) $0 $316,463 $56,665
David Nazarian (Director) $0 $0 $0
Preston L Johnson (Director) $0 $0 $0
Drew Zager (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director) $0 $0 $0
William E Mitchell (Director) $0 $0 $0
Randy Kim (Director (Thru 7/1/14)) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $266,933 $40,024

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,465,772
Expenses
$4,465,772
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,458,533
99.8%
Investment Income $7,239
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,097,418
69.4%
Professional Fundraising Fees $0
Other Salaries and Wages $399,983
9.0%
Assets/Debt
Total Assets $1,564,989
Total Liabilities $1,564,989
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Srinivas Pulavarti (President/Cio) $1,316,239 $0 $74,461
Dr Pawan Chaturvedi (Vp/Sr Inv Dir (From 12/2/13)) $576,182 $0 $63,900
Michael Marvelli (Corp. Secretary (From 12/2/13)) $472,238 $0 $75,611
James Edwards (Investment Associate) $182,290 $0 $8,370
Lorver Lentejas (Vp/Dr Inv Act&Ops From 12/2/13) $172,565 $0 $64,994
Bendick Sy (Performance Manager) $123,775 $0 $24,916
Steven A Olsen (Board Chairman) $0 $313,237 $39,072
Steve Gamer (Corp. Secretary (Thru 12/2/13)) $0 $268,725 $47,445
David Nazarian (Director) $0 $0 $0
Chancellor Gene D Block (Director (Thru 12/2/13)) $0 $424,916 $55,406
Preston L Johnson (Director) $0 $0 $0
Drew Zager (Director) $0 $0 $0
Steven L Klosterman (Director) $0 $0 $0
Donnalisa Barnum (Director (From 12/2/13)) $0 $0 $0
William E Mitchell (Director) $0 $0 $0
Randy Kim (Director) $0 $0 $0
Rhea Turteltaub Thru 12213 (Director) $0 $0 $0
Betsy Wood Knappthru 93013 (Director) $0 $0 $0
Julie Sina (Chief Financial Officer) $0 $240,928 $16,403

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,267,401
Expenses
$4,267,401
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,267,401
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,301,300
53.9%
Professional Fundraising Fees $0
Other Salaries and Wages $871,713
20.4%
Assets/Debt
Total Assets $1,374,350
Total Liabilities $1,374,350
Net Assets $0

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,039,120
Expenses
$2,039,120
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,039,120
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,297,901
63.7%
Professional Fundraising Fees $0
Other Salaries and Wages $59,773
2.9%
Assets/Debt
Total Assets $766,195
Total Liabilities $766,195
Net Assets $0

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us