Jules and Doris Stein UCLA Support Group FY2023 filing

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Provide funds for medical equipment, research, program services and community outreach.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $160K a year · 72% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $2.6M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $2.6M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$65K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$953K
×33 vs prior year
Spent
$57K
To programs
58%
Net assets
$2.5M
By yearFY2020–FY2025
Revenue
$953K
FY2023▲ ×33
Tap a bar for its year
Revenue by fiscal year
FY2020$30K
FY2021$16K
FY2022$29K
FY2023$953K
FY2024$106K
FY2025$205K
Expenses
$57K
FY2023▲ +336%
Tap a bar for its year
Expenses by fiscal year
FY2020$19K
FY2021$14K
FY2022$13K
FY2023$57K
FY2024$146K
FY2025$131K
Net assets
$2.5M
FY2023▲ +58%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$1.6M
FY2023$2.5M
FY2024$2.6M
FY2025$2.7M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $33K Management & general 41% · $23K Fundraising 0% · $150

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Trustee/Secretary
$0Pt VII · Sec A
Trustee/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Jules and Doris Stein UCLA Support Group executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds medical equipment, research, and outreach to preserve sight and prevent blindness.

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3 programs · $33K · in their own filed words · FY2023
01

DR. Teddy program the support group underwrites the make surgery bearable program which sponsors DR. Teddy bears which are distributed to each pediatric patient undergoing eye surgery (in 2023 approximately 150 bears were distributed).

$33Kprogram expense
02

Vision In-School

24 volunteers presented to 729 children. The program is for 5TH graders to teach eye safety health and includes the dissection of a bovine eye so they can learn about the structure of the eye.

Pt IX · col B
03

Preschool Vision Screening

33 volunteers screened 424 children in 22 classrooms. The comprehensive screening process includes an acuity test and auto refractive screening under the guidance of our dedicated volunteer optometrists.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $15K · 2020–2025
UCLA - Jules Stein Eye InstituteCA · FY2025$8,480
Jules Stein Eye InstituteCA · FY2020$6,566

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$953K
Ln 12
Gifts and grantsLn 1h$875K
Investment incomeLn 3$78K
Money outPt IX
$57K
Ln 25
Programscol B$33K
Managementcol C$23K
Fundraisingcol D$150
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$2.6M
LiabilitiesLn 26$65K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$875K
Investment incomeLn 3$78K
Total revenueLn 12$953K
Assets in detailPt X, end of year
SavingsLn 2$4K
Cash and savings togetherLn 1–2$4K
InvestmentsLn 11–13$2.6M
Total assetsLn 16$2.6M
LiabilitiesLn 26$65K
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 670
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$1.5M$644K$681K$686K$669K
Given inLn 1b$875K$40$45$106K
SpentLn 1d–1f$7K$1K$1K$9K$27K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$9K$4K
InvestmentsLn 11–13$1.7M$2.6M
Total assetsLn 16$1.7M$2.6M
LiabilitiesLn 26$69K$65K
Net assetsLn 32$1.6M$2.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Legal feesLn 11b$400$400
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$17K$17K
Other fees for servicesLn 11g$17K$17K
Office expensesLn 13$7K$7K$150$150
Conferences, conventions and meetingsLn 19$7K$7K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$25$25
Total functional expensesLn 25$57K$33K$23K$150

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $205K$131K$74K$2.7M 990 PDF
FY2024Filed with the IRS Jun 27, 2025 $106K$146K−$40K$2.6M 990 PDF
FY2023 ViewingFiled with the IRS Apr 12, 2024 $953K$57K$896K$2.5M 990 PDF
FY2022Filed with the IRS May 1, 2023 $29K$13K$16K$1.6M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $16K$14K$2K$1.7M 990 PDF
FY2020Filed with the IRS Nov 4, 2021 $30K$19K$11K$1.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $953,172 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$875,014
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $29,004$78,158
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $29,004$953,172
I-13 Grants and similar amounts paidPrior year $1,200$2,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,806$54,173
I-18 Total expensesPrior year $13,006$56,673
I-19 Revenue less expensesPrior year $15,998$896,499
Part VI · Governance 7 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $953,172 across 4 lines filed
VIII-1f All other contributions, gifts and grants$875,014
VIII-1h Total contributions, gifts and grants$875,014
VIII-3 Investment incomeExcluded from tax $78,158$78,158
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $78,158$953,172
Part IX · Statement of functional expenses $56,673 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $2,500$2,500
IX-11b Legal feesManagement $400$400
IX-11c Accounting feesManagement $4,000$4,000
IX-11f Investment management feesManagement $17,472$17,472
IX-11g Other fees for servicesPrograms $16,666$16,666
IX-13 Office expensesPrograms $6,668 · Management $150 · Fundraising $150$6,968
IX-19 Conferences, conventions and meetingsPrograms $7,277$7,277
IX-23 InsuranceManagement $1,365$1,365
IX-24 Other expenses (24a–d)Management $25$25
IX-25 Total functional expensesPrograms $33,111 · Management $23,412 · Fundraising $150$56,673
Part X · Balance sheet $2,582,798 assets, 9 lines filed
X-2 Savings and temporary cash investmentsStart of year $9,163$4,214
X-12 Other securitiesStart of year $1,656,552$2,578,584
X-16 Total assetsStart of year $1,665,715$2,582,798
X-17 Accounts payable and accrued expensesStart of year $69,000$65,409
X-26 Total liabilitiesStart of year $69,000$65,409
X-27 Net assets without donor restrictionsStart of year $952,306$974,273
X-28 Net assets with donor restrictionsStart of year $644,409$1,543,116
X-32 Total net assets or fund balancesStart of year $1,596,715$2,517,389
X-33 Total liabilities and net assetsStart of year $1,665,715$2,582,798
Part XI · Reconciliation of net assets $2,517,389 net assets at year end
XI-1 Total revenue$953,172
XI-2 Total expenses$56,673
XI-3 Revenue less expenses$896,499
XI-4 Net assets at start of year$1,596,715
XI-5 Net unrealized gains (losses) on investments$24,175
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,517,389

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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