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← UC BERKELEY CENTER FOR EXECUTIVE EDUCATION

Form 990 for tax year 2022

Filed by UC BERKELEY CENTER FOR EXECUTIVE EDUCATION.

Totals

Total revenue
$38,997,340
Total expenses
$38,997,340
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$38,997,340
Investment income
$0
Other revenue
$0
Total assets, end of year
$19,853,524
Total liabilities, end of year
$19,853,524
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$26,982,333
Management and general expenses
$12,015,007
Fundraising expenses
$0
Program service expenses (Part III)
$26,982,333

Program services were 69.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Corporate Education

    total $38,997,340 · related or exempt $38,997,340

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,539,539 · management and general $2,539,539

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,654,760 · program services $2,031,682 · management and general $1,623,078

  • 8 · Pension plan contributions

    total $237,071 · program services $69,360 · management and general $167,711

  • 9 · Other employee benefits

    total $2,008,732 · program services $758,427 · management and general $1,250,305

  • 10 · Payroll taxes

    total $442,268 · program services $162,817 · management and general $279,451

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $13,018 · management and general $13,018

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $13,590,515 · program services $12,470,724 · management and general $1,119,791

  • 12 · Advertising and promotion

    total $681,643 · program services $681,643

  • 13 · Office expenses

    total $980,621 · program services $545,839 · management and general $434,782

  • 14 · Information technology

    total $28,452 · management and general $28,452

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $634,777 · program services $175,953 · management and general $458,824

  • 17 · Travel

    total $1,638,819 · program services $1,509,103 · management and general $129,716

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $8,264 · management and general $8,264

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $439,866 · management and general $439,866

  • 23 · Insurance

    total $12,451 · management and general $12,451

  • 24a · Other expenses: Transfer to Affiliate

    total $8,576,785 · program services $8,576,785

  • 24b · Other expenses: Admin Full Costing Fee

    total $3,509,759 · management and general $3,509,759

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,873,321 · end of year $13,476,227

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $5,447,283 · end of year $3,786,280

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $469,942 · end of year $816,908

  • 10a · Land, buildings and equipment: cost or other basis

    $2,845,125

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,221,016

  • 10c · Land, buildings and equipment, net

    beginning of year $1,063,974 · end of year $624,109

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $1,450,000 · end of year $1,150,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,681,371 · end of year $4,203,281

  • 19 · Deferred revenue

    beginning of year $10,679,059 · end of year $9,551,735

  • 25 · Other liabilities

    beginning of year $6,944,090 · end of year $6,098,508

Mission and programs · 2022

Mission

UC Berkeley Center for Executive Education ("CEE") is a nonprofit public benefit corporation dedicated to promoting and advancing education through its executive education programs for corporate and institutional clients seeking continuing professional development.

  • Executive Education at the UC Berkeley Haas School of Business offers a portfolio of programs developed by academias and industrys most forward-thinking minds to accelerate the careers of professionals around the globe. Here, executives have abundant resources at their fingertips, from award winning faculty -- 9 Nobel Laureates, 4 Pulitzer Prize winners, and 32 MacArthur Fellows -- to national laboratory research, to the vibrant ecosystem of the Silicon Valley. These tools, engaged in one of the most dynamic learning environments in the world, combine to create a powerful experience for business executives seeking a competitive edge. Berkeley-Haas is renowned for developing innovative business leaders -- individuals who redefine the business landscape by putting new ideas into action in all areas of their organizations.

    Expenses $26,982,333 · Revenue $38,997,340

As filed on the 2022 return.

Listed in Part VII

  • Ann Harrison

    Chairman

    Total calculated
    $934,376
    From this org
    $0
    From related orgs
    $649,775
    Other
    $284,601
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $649,775 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $284,601 related
    Filer's total
    not reported + $934,376 related

  • Andrea Salvemini

    Dir Bus Dev

    Total calculated
    $801,830
    From this org
    $763,464
    From related orgs
    $0
    Other
    $38,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $763,464
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $38,366
    Filer's total
    $801,830

  • Mike Rielly

    CEO

    Total calculated
    $611,363
    From this org
    $602,648
    From related orgs
    $0
    Other
    $8,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $544,309
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $8,715
    Filer's total
    $553,024

  • Rosemarie Rae

    Director

    Total calculated
    $574,701
    From this org
    $0
    From related orgs
    $399,653
    Other
    $175,048
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $399,653 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $175,048 related
    Filer's total
    not reported + $574,701 related

  • Elizabeth A Lowry

    Dir Bus Dev

    Total calculated
    $507,562
    From this org
    $479,177
    From related orgs
    $0
    Other
    $28,385
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,177
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $28,385
    Filer's total
    $507,562

  • Carolyn Anne Robertson

    Dir Bus Dev

    Total calculated
    $325,255
    From this org
    $325,057
    From related orgs
    $0
    Other
    $198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,057
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $198
    Filer's total
    $325,255

  • Jon Greco

    CFO

    Total calculated
    $286,758
    From this org
    $273,880
    From related orgs
    $0
    Other
    $12,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,150
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $12,878
    Filer's total
    $229,028

  • Judith Walklet

    VP Growth & Bus. Dev

    Total calculated
    $276,551
    From this org
    $255,710
    From related orgs
    $0
    Other
    $20,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,710
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $20,841
    Filer's total
    $276,551

  • Lisa Ryan

    VP Marketing

    Total calculated
    $237,463
    From this org
    $199,105
    From related orgs
    $0
    Other
    $38,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,105
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $38,358
    Filer's total
    $237,463

  • Nathan James Castro

    VP Bus Dev

    Total calculated
    $234,830
    From this org
    $222,488
    From related orgs
    $0
    Other
    $12,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,488
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $12,342
    Filer's total
    $234,830

  • Jaclyn Goudie

    VP Prgm Svcs

    Total calculated
    $234,081
    From this org
    $190,059
    From related orgs
    $0
    Other
    $44,022
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,059
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $44,022
    Filer's total
    $234,081

  • Kathryn Yvonne Edwards

    Chief of Staff

    Total calculated
    $216,497
    From this org
    $190,567
    From related orgs
    $0
    Other
    $25,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,567
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $25,930
    Filer's total
    $216,497

  • Julie Shackleton

    VP Dig Init

    Total calculated
    $174,850
    From this org
    $174,652
    From related orgs
    $0
    Other
    $198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,652
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $198
    Filer's total
    $174,850

  • Suryati Helinar

    Dir Accounting/Fin

    Total calculated
    $158,901
    From this org
    $142,500
    From related orgs
    $0
    Other
    $16,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,500
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $16,401
    Filer's total
    $158,901

  • Michael Katz

    Director

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Marty McMahon

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • Beth Axlerod

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • Josh Bersin

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • Marina Gracias

    Director

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349317866

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