Jules and Doris Stein Ucla Support Group

Nonprofit profile at a glance

EIN
953976190
IRS 990 coverage
2012–2025
Forms available
Form 990 2025
Location
Agoura Hills, CA, USA
Phone
3102759389
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Eye Diseases, Blindness and Vision Impairments

Reported finances

Revenue
$205,121
Expenses
$131,026
Assets
$2,664,040
Liabilities
$13,115

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • BARTLY MONDINO MD (PRESIDENT)

Highest reported compensation

  • ANNE L COLEMAN MD PHD (TRUSTEE/SECRETARY): $813,085 total reported compensation
  • BARTLY MONDINO MD (PRESIDENT): $159,930 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2025

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 addition, the illustrated "making eye surgery bearable" children's book which was translated into spanish is delivered to each pediatric patient in either english or spanish depending on which is appropriate for the pediatric patient and their parents. The book and dr. Teddy help alleviate fears and concerns for pediatric patients and their parents by illustrating the surgical process prior to surgery. In 2025 approximately 260 bears and books were distributed.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 71
  • Accountability: 69
  • Sustainability: 73
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76%; rating input score 76
  • Program expense ratio: 82.4%; rating input score 82
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 77.8%; rating input score 78; 23rd percentile among comparable filings
  • Governance controls: 5 of 9 controls in place; rating input score 56
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 36.1%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 20.33; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -29.8% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 17.4% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: -11.6% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 76% of revenue deployed · 82.4% of spending went to programs
  • Governance: 7 of 9 board members independent · 5 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $108K in reported program spending
  • Leadership: top reported pay $813K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 21 of 21 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.