University Of Florida Investment Corporation

University Of Florida Investment Corporation shows consistent revenue growth and balanced finances with no reported officer compensation.

EIN: 201226494 · Gainesville, FL · NTEE: B024 · Updated: 2026-03-28

$6.3MRevenue
$8.2MAssets
80/100Mission Score (Excellent)
B024
University Of Florida Investment Corporation Financial Summary
MetricValue
Total Revenue$6.3M
Total Expenses$6.4M
Program Spending85%
Net Assets$255K
Transparency Score80/100

Search Intent Cockpit

University Of Florida Investment Corporation Form 990, Revenue, CEO Pay, and IRS Filing Signals

University Of Florida Investment Corporation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around University Of Florida Investment Corporation in one place.

Form 990 Filing Summary

13 filing years are available, with latest revenue of $6.6M and expenses of $6.4M.

Revenue and Expenses

University Of Florida Investment Corporation reported $6.6M in revenue and $6.4M in expenses, a surplus of $179K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

80/100 mission score, 0 red flags, and 4 strengths are shown from structured and AI review.

Is University Of Florida Investment Corporation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
85%Program Expense
$0Grants Paid
13Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

University Of Florida Investment Corporation Expense Deployment
Program services$5.4M (85%)

Across stored filings, University Of Florida Investment Corporation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

University Of Florida Investment Corporation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacyAppears LegitimateGood filing record; no red flags identified
Mission spend85% to programsExcellent
Financial durabilityGrade A13 stored filing years
Peer contextCompare with Cornelia Warren Community Assn IncFlorida and Education context

Trust Check

Review legitimacy, deductibility, red flags, and filing consistency.

Open charity check →

Peer Benchmark

Compare against real state and category peers.

Compare with Cornelia Warren Community Assn Inc →
All Florida nonprofits
All Education

Local and Sector Spokes

Move into this nonprofit's local market, category, and sector maps.

Gainesville, FL nonprofits
Education in Florida
Education in Florida

Follow the Money

Jump into spending, compensation, rankings, and filing-year evidence.

State spending analysis
State compensation analysis
Education spending
Best Education charities in Florida
Relevant rankings

Donation Decision Flow

From Trust Check to Better Alternatives

1

Verify

Appears Legitimate. Check deductibility, filings, and red flags.

2

Understand money

85% of spending goes to programs.

3

Compare

Benchmark against Cornelia Warren Community Assn Inc.

4

Decide

Build a shortlist, compare alternatives, and review the latest filing before giving.

Alternative Shopping

Similar Nonprofits Donors Should Compare

Browse the full Education peer market in Florida →

Next Best Actions

Keep the Investigation Moving

Verify legitimacy

Open the focused charity-check flow before donating.

Compare a peer

Benchmark against Cornelia Warren Community Assn Inc.

Find best peers

See best Education charities in Florida.

Inspect local compensation

See whether pay levels look unusual in this state.

University Of Florida Investment Corporation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About University Of Florida Investment Corporation

University Of Florida Investment Corporation (EIN: 201226494) is a nonprofit organization based in Gainesville, FL, classified under NTEE code B024. The organization reported total revenue of $6.3M and total assets of $8.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of University Of Florida Investment Corporation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

University Of Florida Investment Corporation is a mid-size nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$6.6M
Total Expenses$6.4M
Surplus / Deficit+$179K
Total Assets$8.7M
Total Liabilities$8.5M
Net Assets$255K
Operating Margin2.7%
Debt-to-Asset Ratio97.1%
Months of Reserves16.4 months

Financial Health Grade: A

In 2023, University Of Florida Investment Corporation reported a surplus of $179K with revenue exceeding expenses, holds 16.4 months of operating reserves (strong position), has a debt-to-asset ratio of 97.1% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), University Of Florida Investment Corporation's revenue has grown at a compound annual growth rate (CAGR) of 8.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+4.4%+2.8%+0.6%
2022+10.1%-2.2%+67.7%
2021+1.6%+26.2%+9.2%
2020+14.3%-2.7%+19.2%
2019+15.0%+17.8%+19.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The University Of Florida Investment Corporation primarily functions as an investment management entity for the University of Florida. Its financial health appears stable, with consistent revenue growth over the past decade, increasing from $2.5 million in 2014 to over $6.5 million in 2023. The organization generally operates with expenses closely aligned to its revenue, indicating a focus on managing its investment portfolio rather than accumulating significant surpluses or deficits. For instance, in 2023, revenue was $6,561,111 against expenses of $6,382,051, resulting in a modest surplus. Spending efficiency is difficult to assess in traditional program terms for an investment corporation, as its 'programs' are essentially its investment activities and related operational costs. The IRS 990 data indicates 0% officer compensation, which suggests a lean executive structure or that compensation is handled through other university channels, enhancing perceived efficiency. However, without a detailed breakdown of expenses beyond what's typically available in a summary 990, it's challenging to determine the exact allocation between direct investment management costs versus administrative overhead. Transparency is generally good given the public nature of university-affiliated entities and the availability of 990 filings. The consistent filing history and the clear reporting of assets, liabilities, revenues, and expenses across multiple years provide a solid basis for financial review. The absence of reported officer compensation on the 990s is a notable point for transparency, as it implies either volunteer leadership or compensation being reported elsewhere, which would require further investigation for a complete picture.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates University Of Florida Investment Corporation with a Mission Score of 80 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, University Of Florida Investment Corporation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$6.6MTotal Revenue
$6.4MTotal Expenses
$8.7MTotal Assets
$8.5MTotal Liabilities
$255KNet Assets
  • The organization reported a surplus of $179K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 97.1%.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, suggesting that executive leadership may be uncompensated volunteers or compensated through the broader University of Florida system, which enhances the organization's financial efficiency.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for University Of Florida Investment Corporation:

  • Consistent revenue growth, increasing from $2.5 million in 2014 to $6.5 million in 2023.
  • Stable financial position with assets consistently exceeding liabilities.
  • No reported officer compensation, indicating efficient use of funds or external compensation.
  • Positive net assets growth over the past decade, from $634,654 in 2014 to $254,678 in 2023 (Assets minus Liabilities).

Frequently Asked Questions about University Of Florida Investment Corporation

Is University Of Florida Investment Corporation a legitimate charity?

University Of Florida Investment Corporation (EIN: 201226494) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 80/100. It has 13 years of IRS 990 filings on record. Total revenue: $6.3M. No red flags identified. 4 strengths noted. Financial health grade: A.

How does University Of Florida Investment Corporation spend its money?

University Of Florida Investment Corporation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to University Of Florida Investment Corporation tax-deductible?

University Of Florida Investment Corporation is registered as a tax-exempt nonprofit (EIN: 201226494). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of University Of Florida Investment Corporation's spending goes to programs?

University Of Florida Investment Corporation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does University Of Florida Investment Corporation compare to similar nonprofits?

With a transparency score of 80/100 (Excellent), University Of Florida Investment Corporation is above average for NTEE category B024 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is University Of Florida Investment Corporation located?

University Of Florida Investment Corporation is headquartered in Gainesville, Florida and files with the IRS under EIN 201226494. It is classified under NTEE code B024.

How many years of IRS 990 filings does University Of Florida Investment Corporation have?

University Of Florida Investment Corporation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $6.3M in total revenue.

What are the specific investment strategies employed by the corporation?

The IRS 990 filings do not detail specific investment strategies, focusing instead on financial aggregates. This information would typically be found in annual reports or investment policy statements from the organization itself.

How does the University Of Florida Investment Corporation contribute to the University of Florida's mission?

As an investment corporation, its primary contribution is likely through managing and growing the university's endowment and other assets, thereby providing financial support for educational programs, research, and operations. The 990 filings confirm its role in managing assets, which have grown from $1.8 million in 2014 to $8.7 million in 2023.

Why is officer compensation reported as 0% across all filings?

The 0% officer compensation reported on the 990s suggests that either the officers are volunteers, or their compensation is paid and reported by the University of Florida directly, rather than by the Investment Corporation itself. This is a common practice for subsidiary organizations within larger university systems.

Filing History

IRS 990 filing history for University Of Florida Investment Corporation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), University Of Florida Investment Corporation's revenue has grown by 178.1%, moving from $2.4M to $6.6M. Total assets increased by 460.9% over the same period, from $1.6M to $8.7M. Total functional expenses rose by 195.6%, from $2.2M to $6.4M. In its most recent filing year (2023), University Of Florida Investment Corporation reported a surplus of $179K, with revenue exceeding expenses. The organization holds $8.5M in liabilities against $8.7M in assets (debt-to-asset ratio: 97.1%), resulting in net assets of $255K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $6.6M $6.4M $8.7M $8.5M View 990
2022 $6.3M $6.2M $8.7M $8.6M View 990
2021 $5.7M $6.3M $5.2M $5.1M
2020 $5.6M $5.0M $4.7M $4.0M View 990
2019 $4.9M $5.2M $4.0M $3.8M View 990
2018 $4.3M $4.4M $3.3M $2.9M View 990
2017 $3.6M $3.5M $3.1M $2.6M View 990
2016 $3.9M $4.1M $2.8M $2.4M View 990
2015 $3.4M $3.5M $2.3M $1.8M View 990
2014 $2.5M $2.4M $1.9M $1.3M View 990
2013 $2.5M $2.6M $1.7M $1.2M View 990
2012 $2.3M $2.3M $1.8M $1.3M View 990
2011 $2.4M $2.2M $1.6M $994K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $6.6M, expenses of $6.4M, and assets of $8.7M (revenue +4.4% year-over-year).
  • 2022: Revenue of $6.3M, expenses of $6.2M, and assets of $8.7M (revenue +10.1% year-over-year).
  • 2021: Revenue of $5.7M, expenses of $6.3M, and assets of $5.2M (revenue +1.6% year-over-year).
  • 2020: Revenue of $5.6M, expenses of $5.0M, and assets of $4.7M (revenue +14.3% year-over-year).
  • 2019: Revenue of $4.9M, expenses of $5.2M, and assets of $4.0M (revenue +15.0% year-over-year).
  • 2018: Revenue of $4.3M, expenses of $4.4M, and assets of $3.3M (revenue +17.2% year-over-year).
  • 2017: Revenue of $3.6M, expenses of $3.5M, and assets of $3.1M (revenue -6.6% year-over-year).
  • 2016: Revenue of $3.9M, expenses of $4.1M, and assets of $2.8M (revenue +16.2% year-over-year).
  • 2015: Revenue of $3.4M, expenses of $3.5M, and assets of $2.3M (revenue +32.8% year-over-year).
  • 2014: Revenue of $2.5M, expenses of $2.4M, and assets of $1.9M (revenue -0.3% year-over-year).
  • 2013: Revenue of $2.5M, expenses of $2.6M, and assets of $1.7M (revenue +12.6% year-over-year).
  • 2012: Revenue of $2.3M, expenses of $2.3M, and assets of $1.8M (revenue -4.5% year-over-year).
  • 2011: Revenue of $2.4M, expenses of $2.2M, and assets of $1.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for University Of Florida Investment Corporation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for University Of Florida Investment Corporation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Florida

Explore more nonprofits based in Florida with AI-powered transparency reports.

View all Florida nonprofits →

Similar Organizations (NTEE B024)

Other nonprofits classified under NTEE code B024.

View all B024 nonprofits →

Explore Related Nonprofits

Browse by State