Civic Intelligence

UC Santa Barbara Foundation

990T • Fiscal year 2023 • EIN 23-7314834

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 21, 2024

Organization Profilegiving.ucsb.edu/ucsb-foundation
University Of CaliforniaSanta Barbara, CA 93106-1130

(805) 893-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2012: $134,483,495Liabilities 2012: $3,995,377Net Assets 2012: $130,488,1182012Assets 2013: $146,991,260Liabilities 2013: $3,761,356Net Assets 2013: $143,229,9042013Assets 2014: $168,045,581Liabilities 2014: $4,357,865Net Assets 2014: $163,687,7162014Assets 2015: $174,348,514Liabilities 2015: $5,323,774Net Assets 2015: $169,024,7402015Assets 2016: $190,688,851Liabilities 2016: $5,328,792Net Assets 2016: $185,360,0592016Assets 2017: $220,285,656Liabilities 2017: $3,905,740Net Assets 2017: $216,379,9162017Assets 2018: $265,586,946Liabilities 2018: $29,836,733Net Assets 2018: $235,750,2132018Assets 2019: $302,360,724Liabilities 2019: $29,158,579Net Assets 2019: $273,202,1452019Assets 2020: $331,907,320Liabilities 2020: $28,604,624Net Assets 2020: $303,302,6962020Assets 2021: $437,897,761Liabilities 2021: $29,419,380Net Assets 2021: $408,478,3812021Assets 2022: $415,056,414Liabilities 2022: $28,135,652Net Assets 2022: $386,920,7622022Assets 2023: $439,861,137Liabilities 2023: $27,388,016Net Assets 2023: $412,473,1212023Assets 2024: $515,185,241Liabilities 2024: $26,798,483Net Assets 2024: $488,386,7582024Assets 2025: $619,874,994Liabilities 2025: $27,027,292Net Assets 2025: $592,847,7022025

Latest loaded filing

2025

Assets$619,874,994
Liabilities$27,027,292
Net Assets$592,847,702
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0Expenses 2012: $18,087,2882012Expenses 2013: $15,811,4742013Revenue 2014: $22,507,697Expenses 2014: $17,876,741Net Income 2014: $4,630,9562014Revenue 2015: $23,111,804Expenses 2015: $17,729,179Net Income 2015: $5,382,6252015Revenue 2016: $70,517,298Expenses 2016: $20,708,039Net Income 2016: $49,809,2592016Revenue 2017: $32,892,028Expenses 2017: $22,716,595Net Income 2017: $10,175,4332017Revenue 2018: $25,696,007Expenses 2018: $21,083,042Net Income 2018: $4,612,9652018Revenue 2019: $40,929,125Expenses 2019: $20,418,843Net Income 2019: $20,510,2822019Revenue 2020: $41,551,598Expenses 2020: $23,049,023Net Income 2020: $18,502,5752020Revenue 2021: $38,670,128Expenses 2021: $22,543,394Net Income 2021: $16,126,7342021Revenue 2022: $33,783,675Expenses 2022: $27,276,810Net Income 2022: $6,506,8652022Revenue 2023: $40,009,959Expenses 2023: $35,122,690Net Income 2023: $4,887,2692023Revenue 2024: $65,338,205Expenses 2024: $31,975,118Net Income 2024: $33,363,0872024Revenue 2025: $106,625,932Expenses 2025: $47,378,459Net Income 2025: $59,247,4732025

Latest loaded filing

2025

Revenue$106,625,932
Expenses$47,378,459
Net Income$59,247,473
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 21, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. The foundation seeks to maintain and nurture the university's quality and distinction. On behalf of the campus, the foundation raises and administers funds that support ucsb's objectives of teaching, research, and public service. The foundation also provides counsel and general assistance to the campus, its students, faculty, and staff.

Filing and Contact Details

Filer

Filer Name
Uc Santa Barbara Foundation
EIN
23-7314834
In Care Of
% AMANDA CHRISTENSEN
Phone
8058933100
Address
UNIVERSITY OF CALIFORNIA, SANTA BARBARA, CA 93106-1130

Signing Officer

Name
Christian Treitler
Title
CFO
Phone
8058935594
Signed
2024-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds
Phone
2673303000
Raw XML Appendix70 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMANDA CHRISTENSEN
IRS990T/BooksInCareOfDetail/PhoneNum08058933100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01117 PHELPS HALL UC
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0931061130
IRS990T/BookValueAssetsEOYAmt0439861137
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt016944
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/OtherDeductionsAmt03490
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt03490
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc00
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3490
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3490
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christian Treitler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08058935594
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UC SANTA BARBARA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UCSA
ReturnHeader/Filer/EIN0237314834
ReturnHeader/Filer/InCareOfNm0% AMANDA CHRISTENSEN
ReturnHeader/Filer/PhoneNum08058933100
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNIVERSITY OF CALIFORNIA
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0931061130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA R MCREYNOLDS
ReturnHeader/ReturnTs02024-03-19T14:13:43-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREITLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$620$27.0$593$107$47.4$59.2
2024Detailed filing. Detailed filing data is available for this year.$515$26.8$488$65.3$32.0$33.4
2023Detailed filing. Detailed filing data is available for this year.$440$27.4$412$40.0$35.1$4.89
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$415$28.1$387$33.8$27.3$6.51
2021Detailed filing. Detailed filing data is available for this year.$438$29.4$408$38.7$22.5$16.1
2020Detailed filing. Detailed filing data is available for this year.$332$28.6$303$41.6$23.0$18.5
2019Detailed filing. Detailed filing data is available for this year.$302$29.2$273$40.9$20.4$20.5
2018Detailed filing. Detailed filing data is available for this year.$266$29.8$236$25.7$21.1$4.61
2017Detailed filing. Detailed filing data is available for this year.$220$3.91$216$32.9$22.7$10.2
2016Detailed filing. Detailed filing data is available for this year.$191$5.33$185$70.5$20.7$49.8
2015Detailed filing. Detailed filing data is available for this year.$174$5.32$169$23.1$17.7$5.38
2014Detailed filing. Detailed filing data is available for this year.$168$4.36$164$22.5$17.9$4.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$3.76$143$15.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$4.00$130$18.1