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

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 →

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.

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

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.

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:

Frequently Asked Questions about University Of Florida Investment Corporation

Is University Of Florida Investment Corporation a legitimate charity?

Based on AI analysis of IRS 990 filings, University Of Florida Investment Corporation (EIN: 201226494) appears legitimate. Mission Score: 80/100. 0 red flags identified, 4 strengths noted.

How does University Of Florida Investment Corporation spend its money?

University Of Florida Investment Corporation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

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 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

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.

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