Share |

University of California Irvine Foundation

 100 Theory, Suite 250
 Irvine, CA 92617
[P] (949) 824-6248
[F] --
www.ucifoundation.org
http://give.uci.edu/
[email protected]
Roberta Flores
FOUNDED: 1965
INCORPORATED: 1967
 Printable 1 Page Summary
 Printable Profile
Organization DBA UCI Health
Anti Cancer Challenge
UCI
UC Irvine
UCI Foundation
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2540117 00001

Summary


--

Mission StatementMORE »

To promote the University; increase philanthropy; manage and grow the endowment; ensure the appropriate use of all funds; and pursue best governance practices.

The UCI Foundation was formed for the purpose of encouraging voluntary private gifts, trusts and bequests for the benefit of the University of California, Irvine. It provides financial support for various University schools and programs, including research grants, student scholarships, instructional support, equipment purchases, capital improvements and education.  

Mission Statement

To promote the University; increase philanthropy; manage and grow the endowment; ensure the appropriate use of all funds; and pursue best governance practices.

The UCI Foundation was formed for the purpose of encouraging voluntary private gifts, trusts and bequests for the benefit of the University of California, Irvine. It provides financial support for various University schools and programs, including research grants, student scholarships, instructional support, equipment purchases, capital improvements and education.  


FinancialsMORE »

Fiscal Year 2020
Projected Expenses $43,604,811.00
Projected Revenue $112,547,821.00

ProgramsMORE »

  • Scholarships
  • Fellowships
  • Cutting-edge research
  • Outreach to K-12 students
  • Medical care

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

To promote the University; increase philanthropy; manage and grow the endowment; ensure the appropriate use of all funds; and pursue best governance practices.

The UCI Foundation was formed for the purpose of encouraging voluntary private gifts, trusts and bequests for the benefit of the University of California, Irvine. It provides financial support for various University schools and programs, including research grants, student scholarships, instructional support, equipment purchases, capital improvements and education.  


Background Statement

The UC Irvine Foundation was established in 1967 to promote the University; increase philanthropy; manage and grow the endowment; ensure the appropriate use of all funds; and pursue best governance practices.

UCI was born 50 years ago to fulfill an audacious goal: improve society through a system of globally preeminent research universities that create knowledge, unearth life-enhancing discoveries, and provide a world-class education to the most talented young people, regardless of background.

There is tremendous pride in what we have accomplished in our first 50 years. But we know we have more to do: strengthen our contributions in research, education, and service; accelerate our ascendency among globally preeminent research universities; marshal our passions, skills, and ingenuity to further improve people’s lives.

Our vision rests upon four pillars:

Growth That Makes a Difference: Expanding Our Capacity to Improve Lives

First in Class: Elevating the Student Experience to Prepare Future Leaders

Great Partners: Making Regional and Global Connections that Enhance Our Mission and Serve the People

New Paths for Our Brilliant Future: Forging Best Practices to Power the Coming Century

Transforming lives and solving great problems – an inspirational mission for an inspiring institution.

We are proud of our bright past and look forward to our brilliant future.


Impact Statement

  • The New York Times named UCI No. 1 among U.S. universities "doing the most for the American dream" in its 2017 and 2015 College Access Index. The ranking measures economic diversity based on several factors: the share of students receiving Pell Grants (which typically go to families making less than $70,000 a year); the graduation rate of those students; the net cost, after financial aid, that a college charges low- and middle-income students; and endowment per student.
  • UCI is ranked 7th best public university in the nation and 33rd when private universities are added to the mix, according to the annual U.S. News & World Report "America's Best Colleges" survey. UCI is one of 62 universities in the U.S. and Canada elected to membership in the prestigious Association of American Universities.
  • UCI ranks among the top 10 U.S. universities – public and private – in the number of undergraduate applications and, for fall 2014, the campus admitted among the most academically competitive freshman classes in its history.

  • UCI is rated as "Best Regional College" by The Princeton Review, 2018.



Needs Statement

  • Scholarships for deserving undergraduate students
  • Fellowship funds for Master's and Ph.D. candidates who will be the next generation of world-class researchers
  • Outreach to K-12 students in Orange County
  • Support for research conducted by some of the nation's brightest and best faculty 
  • Cutting edge medical care provided through UC Irvine Health

CEO Statement

UC Irvine was ranked 1st in the nation and 7th in the world among the 100 best universities less than 50 years old. The university is also ranked 9th among the nation's best public universities and 42nd among all national public and private universities. Many of the university's academic programs rank in the top 50 of U.S. News & World Report, such as: criminology, creative writing, computer science, environmental engineering and business.
 
 The university's top accolades include:
  • Three Nobel Prize winning researchers
  • Orange County's only university hospital and Level 1 trauma center
  • The Chao Family Comprehensive Cancer Center is the only Orange County facility to earn the National Cancer Institute's prestigious comprehensive designation
  • More than 90 UC Irvine Healthcare physicians are listed as "Best Doctors in America" by Best Doctors Inc.
  • UC Irvine's creative writing program is ranked 6th nationally, having produced such authors as Michael Chabon, Alice Sebold and Richard Ford
  • UC Irvine athletic teams have earned 28 national titles in nine sports and 63 individual Anteaters have won national titles; 50 have competed in the Olympics.

Board Chair Statement



Other Ways to Donate/Volunteer

--

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
--

Organization Categories

  1. Education - Universities
  2. Education - Scholarships & Student Financial Aid
  3. Education - Higher Education

--

Programs


Scholarships

At UC Irvine, scholarships are awarded to students who demonstrate a high level of academic achievement. Additionally, some scholarships are awarded with respect to financial need or other specific criteria such as city of residence, major or special skills.

Academic achievements, leadership positions, campus or community activities, work experience and financial need, where indicated, are taken into account during the scholarship selection process.

The UC Irvine scholarships are designed to reward, encourage, and assist students in pursuing academic excellence and leadership roles.

Budget  $15,000.00
Category  Education, General/Other Student Financial Aid
Population Served Adults
Program Short-Term Success  Near-term improvements resulting from scholarships are a pool of intellectually curious students and applications and a more diverse student body, including students whose families represent all economic levels.
Program Long-Term Success  Students graduate with an undergraduate degree in the field of their choice.
Program Success Monitored By  The Office of the Registrar tracks student progress, in terms of academic achievement (grade point average) and graduation rates.
Examples of Program Success  --

Fellowships

Fellowships for Master's and Ph.D. candidates are targeted toward those who are honing their research skills.  Fellowships vary in amount and are an important source of funding designed to help students meet their educational and living expenses.
Budget  $47,000.00
Category  Education, General/Other Adult Education
Population Served Adults
Program Short-Term Success  Short-term success is measured by the grade point average of the students, the publications they produce and the completion of their degree programs.
Program Long-Term Success  The ultimate success for these graduate and postdoc students is to finish their education and become independent research professionals who contribute to the world's body of new knowledge. 
 
Program Success Monitored By  The Graduate Division monitors the progress reports of graduate students across schools and disciplines, by maintaining records of grade point averages and degree completion rates.
Examples of Program Success  --

Cutting-edge research

Funding for research in all academic disciplines fosters an environment for research and artistic activity that facilitates the discovery and dissemination of knowledge in many forms to all levels of society. The research at UC Irvine is conducted by some of the brightest and best faculty in the country.
Budget  $50,000.00
Category  Education, General/Other Educational Research
Population Served Adults
Program Short-Term Success  Immediate outcomes of research can range over a wide array of societal benefits - from advances in water-saving technologies to improvements in our justice systems, to name but a few.
Program Long-Term Success  Ultimately, the goal of UC Irvine's research is to contribute new knowledge that has the potential to cure diseases, identify new treatments, foster learning and lead to other groundbreaking discoveries across all academic disciplines.
 
Program Success Monitored By  Publications in academic journals, along with awards and recognition from national and international authorities demonstrate our accomplishments and achievements. 
 
Examples of Program Success  --

Outreach to K-12 students

Across all academic disciplines, UC Irvine students and faculty reach out to the community and help a wide array of K-12 students in Orange County prepare themselves for a college education.  Many of these students would be the first in their families to embark on the path of post-secondary education and greatly benefit from the additional support and academic preparation. 
Budget  $25,000.00
Category  Education, General/Other Elementary & Secondary Education
Population Served Adults Children and Youth (0 - 19 years) K-12 (5-19 years)
Program Short-Term Success  The short-term success of the k-12 outreach programs is determined by the students' improved knowledge of the particular subject matter and the indication of an intention to enroll in college.
Program Long-Term Success  Success in K-12 outreach programs is determined by the eventual enrollment of the students in college, be it at UC Irvine or another institution of higher education.
Program Success Monitored By   The K-12 outreach programs use pre- and post-tests to measure the progress of the students.
Examples of Program Success  --

Medical care

Patients served through UC Irvine Health know they are cared for by nationally recognized physicians and a dedicated staff. They know that our medical center is consistently ranked among the best in the country by U.S. News & World Report.  

At UC Irvine Health, medical students, residents and fellows learn from the very physicians who are defining current clinical practices. And our researchers, who are developing tomorrow’s treatments, are redefining the leading-edge care we give our patients today.

Budget  $10,000,000.00
Category  Medical Research, General/Other Medical Research, General/Other
Population Served General/Unspecified
Program Short-Term Success  Short-term success is determined by the provision of patient care, significant innovations in technology, and advances in medical education.
Program Long-Term Success  The long-term success of UC Irvine Health's medical care is the improved health status of the entire population of Orange County.
Program Success Monitored By  Generally speaking, UC Irvine Health tracks success by monitoring patient outcomes, the discovery of new treatments in evidence-based care, and the education of collaborative health-care professionals in Orange County.
Examples of Program Success  --

Management


CEO/Executive Director Mr. Brian Hervey
CEO Term Start Dec 2015
CEO Email [email protected]
CEO Experience
Brian T. Hervey serves as the vice chancellor for university advancement and alumni relations and the president of the UCI Foundation at the University of California, Irvine. He provides leadership over all aspects of the university's fundraising programs, alumni relatuibs abddevelopment initatives.  Before his appointment as vice chancellor, Brian served as associate vice chancellor for health advancement. 
 
Prior to joining UCI, Brian led successful multimillion dollar fundraising campaigns at Scott & White Healthcare Foundation as its vice president for philanthropy and communications.  In this role, he supervised staff in the areas of major gift development, communications and planned giving for the Baylor Scott & White Health Central Division, which invluded 14 hospitals and over 65 clinics in central Texas.   Previously, he was director of institutional advancement at Texas A&M Health Science Center (HSC) College of Medicine.
 
Brian holds a bachelor's degree in political science from Texas A&M University.  He is a Certified Fundraising Executive (CFRE) and a Certified Gift Planning Professional (CGPP).  Additionally, Brian served as the chair for development on the institutional advancement steering committee for the Association of American Medical Colleges (AAMC), and has presented at conferences on advancement topics for the AAMC, Association for Healthcare Philanthropy (AHP) and Council for Advancement and Support of Higher Education (CASE).  
 
 
 
 
 

Former CEOs and Terms

Name Start End
Mr. Gregory Leet Sept 2011 Nov 2015
Mr. Daniel Aldrich III May 2010 Aug 2011

Senior Staff

Name Title Experience/Biography
Ms. Sandra Campero Assistant Vice Chancellor, Advancement Operations
Sandra is a seasoned development professional with more than 20 years of experience working in sophisticated and complex development and advancement programs for major universities. Most recently, Sandra served as the Senior Director of Research and Prospect Management at the Arizona State University Foundation for six years where she led a new prospect management model to support the university’s wide-ranging and comprehensive fundraising priorities.

Sandra’s leadership in creating a high-performing team focused on a culture of customer service and collaboration with development officers was recognized with the 2009 Council for Advancement and Support of Education (CASE) Circle of Excellence Gold Award.

Prior to joining the Arizona State University Foundation (ASUF), Sandra led the prospect research team at her alma mater, Loyola Marymount University, in support of its $380 million campaign. Additionally, Sandra worked for 11 years in advancement supporting a $2 billion campaign at the USC Keck School of Medicine before joining LMU.

Sandra currently serves on the board of directors of the Association of Professional Researchers for Advancement (APRA) and sits on its Governance Committee. She is a past board member of the California Advancement Researchers Association (CARA) where she was chair of the Volunteer Committee and received the CARA Service Award. Sandra also received the ASUF Essential Piece Award when her Research and Prospect Management team was recognized by the ASUF CEO as a high performing department.

Ms. Erika Jordan -- --
Ms. Lynn Rahn Senior Assistant Vice Chancellor, Strategic Planning & Administration
Lynn Rahn joined University Advancement in November 2000 and is currently the senior assistant vice chancellor, strategic planning and administration. She is the chief financial officer for the University of California, Irvine Foundation and serves on the Executive, Governance, Finance and Investment Committees and as a liaison to the Audit Committee.

Lynn previously worked at Olive Crest Homes and Services for Abused Children where she was the chief financial officer. For over eleven years, she was the financial consultant for the Arnold and Mabel Beckman Foundation and was a member of the Beckman @ Science advisory board. She was privileged to serve as the personal accountant for Arnold O. Beckman from 1995-2001. Lynn also serves on the advisory board for the Crystal Cove Alliance and was the treasurer for the Lido Isle Yacht Club.

Lynn is a certified public accountant and earned a degree in business from California State University, Fullerton. She and her husband, David, live in Newport Beach, have two sons, two daughters-in-law, and two granddaughters.

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 0
Number of Volunteers 55
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 0
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 7
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

Staff salaries are paid by UC Irvine and therefore the UCI Foundation does not pay any staff salaries.

Foundation Comments

--

Governance


Board Chair Julie Hill
Board Chair Company Affiliation --
Board Chair Term July 2017 - June 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Richard Ackerman Community Volunteer Voting
Mr. Amer Boukai Community Volunteer Voting
Mr. Richard Bridgford Esq. Community Volunteer Voting
Ms. Jane Buchan Ph.D. Community Volunteer Voting
Mr. Paul Butterworth Community Volunteer Voting
Mr. Bruce Cahill Community Volunteer Voting
Mr. Hazem Chehabi M.D. Community Volunteer Voting
Mrs. Salma Chehabi Community Volunteer Voting
Mrs. Carol Choi -- --
Mr. Eugene Choi MBA -- --
Mr. D. Robinson Cluck Community Volunteer Voting
Ms. Kate Duchene J.D. -- --
Mr. Joseph Dunn Community Volunteer Voting
Mr. John Evans Community Volunteer Voting
Mr. Douglas Freeman Community Volunteer Voting
Mr. Edwin Fuller Community Volunteer Voting
Mr. John Gerace Community Volunteer Voting
Ms. Julie Hill Community Volunteer Voting
Mr. Gary Hunt Community Volunteer Voting
Mr. Frank Jao Community Volunteer Voting
Mr. Steeve Kay Community Volunteer Voting
Mr. Mark Kehke Community Volunteer Voting
Mr. Jack Langson Community Volunteer Voting
Ms. Shanaz Langson Community Volunteer Voting
Mr. Mohannad Malas Community Volunteer Voting
Mrs. Twyla Reed Martin -- --
Mr. James Mazzo Community Volunteer Voting
Mr. Paul Merage Community Volunteer Voting
Ms. Kristen Monson MBA -- --
Mr. Michael Mussallem Community Volunteer Voting
Mr. Dennis Nguyen Community Volunteer Voting
Ms. Stacey Nicholas Community Volunteer Voting
Mr. Thomas Nielsen Community Volunteer Voting
Mr. James Peterson Community Volunteer Voting
Sheila K. Peterson -- --
Mr. William Podlich Community Volunteer Voting
Mrs. Lynn A. Rahn -- --
Mr. Kenneth Rohl Community Volunteer Voting
Mrs. Cheryll Ruszat Community Volunteer Voting
Mr. Richard Ruszat Community Volunteer Voting
Mrs. Susan Faye Samueli Ph.D. -- --
Mrs. Kathleen R. Santora -- --
Mr. Mark Santora -- --
Mr. Michael Schulman Community Volunteer Voting
Mr. Gary Singer Esq. Community Volunteer Voting
Mr. Ted Smith Community Volunteer Voting
Mr. Timothy Strader Sr. Community Volunteer Voting
Ms. Marilyn Sutton Ph.D. Community Volunteer Voting
Mr. James Swinden Community Volunteer Voting
Mr. Khanh Tran -- --
Mr. David Tsoong M.D. Community Volunteer Voting
Mr. Joseph Walker -- --
Mr. Dean Yoost Community Volunteer Voting
Mr. Thomas Yuen Community Volunteer Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 10
Caucasian: 39
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): Middle Eastern - 6
Gender Female: 15
Male: 40
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 70%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments


Foundation Comments

--

Standing Committees

    --

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $148,566,476 $152,915,096 $109,598,272
Total Expenses $63,228,939 $46,302,846 $55,263,631

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$110,333,717 $125,493,861 $75,030,000
Government Contributions $0 $747,207 $741,121
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $747,207 $741,121
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $21,647,042 $16,047,570 $125,364
Investment Income, Net of Losses $7,812,441 $6,147,406 $28,550,861
Membership Dues -- -- --
Special Events -- -- $808,114
Revenue In-Kind $8,773,276 $4,479,052 $4,342,812
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $59,396,144 $42,959,670 $52,446,726
Administration Expense $3,563,121 $3,034,840 $2,580,089
Fundraising Expense $269,674 $308,336 $236,816
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 2.35 3.30 1.98
Program Expense/Total Expenses 94% 93% 95%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $609,977,296 $517,681,023 $382,684,935
Current Assets $169,778,326 $150,723,829 $62,138,761
Long-Term Liabilities -- -- $2,016,434
Current Liabilities $4,471,998 $2,822,341 $515,489
Total Net Assets $605,505,298 $514,858,682 $380,153,012

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 37.96 53.40 120.54

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 1%
Endowment Value $450,000,000.00
Spending Policy Percentage
Percentage(If selected) 4%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

Our expenses can exceed our income because money raised in one fiscal year may be spent in the subsequent year.

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.