Form 990 for tax year 2023
Filed by UC BERKELEY MANAGEMENT COMPANY.
Totals
- Total revenue
- $5,533,245
- Total expenses
- $5,533,245
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $4,867,461
- Management and general expenses
- $665,784
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,867,461
Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CYRUS HADIDI
CHAIR & DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DIANA STRANDBERG
SECRETARY & DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NADINE TANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN JENKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEN BISCONTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH OVERSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID MCAULIFFE
PRESIDENT & CHIEF INVESTMENT OFFICER
- Total calculated
- $1,320,493
- From this org
- $1,222,682
- From related orgs
- $0
- Other
- $97,811
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $815,158
- Bonus
- $407,344
- Other
- $180
- Deferred
- $42,900
- Nontaxable benefits
- $54,911
- Filer's total
- $1,320,493
-
LORAINE BINION
TREASURER
- Total calculated
- $268,377
- From this org
- $0
- From related orgs
- $227,240
- Other
- $41,137
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $227,240 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,154 related
- Nontaxable benefits
- $0 + $8,983 related
- Filer's total
- $0 + $268,377 related
-
MELODY ING
MANAGING DIRECTOR
- Total calculated
- $665,280
- From this org
- $611,750
- From related orgs
- $0
- Other
- $53,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $385,081
- Bonus
- $226,669
- Other
- $0
- Deferred
- $42,900
- Nontaxable benefits
- $10,630
- Filer's total
- $665,280
-
DAVID BAHR
MANAGING DIRECTOR
- Total calculated
- $590,521
- From this org
- $532,145
- From related orgs
- $0
- Other
- $58,376
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $326,080
- Bonus
- $206,065
- Other
- $0
- Deferred
- $42,900
- Nontaxable benefits
- $15,476
- Filer's total
- $590,521
-
CATHERINE NGUYEN
MANAGING DIRECTOR OF OPERATIONS
- Total calculated
- $439,427
- From this org
- $373,082
- From related orgs
- $0
- Other
- $66,345
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,070
- Bonus
- $141,012
- Other
- $0
- Deferred
- $42,900
- Nontaxable benefits
- $23,445
- Filer's total
- $439,427
-
STEVEN ALGERT
MANAGING DIRECTOR
- Total calculated
- $428,837
- From this org
- $367,497
- From related orgs
- $0
- Other
- $61,340
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,275
- Bonus
- $178,500
- Other
- $23,722
- Deferred
- $39,315
- Nontaxable benefits
- $22,025
- Filer's total
- $428,837
-
ANNIKA ULRICH
ASSOCIATE
- Total calculated
- $231,987
- From this org
- $185,827
- From related orgs
- $0
- Other
- $46,160
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,061
- Bonus
- $49,766
- Other
- $0
- Deferred
- $24,462
- Nontaxable benefits
- $21,698
- Filer's total
- $231,987
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 — 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 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7:
- NONFIXED PAYMENTS CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II RECEIVED DISCRETIONARY NONFIXED PAYMENTS. THESE AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B (II) WHERE APPLICABLE.
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.
-
501(C)(3) · SUPPORT UC BERKELEY · CA
Directly controlled by UCB
-
UNIVERSITY OF CALIFORNIA BERKELEY
501(C)(3) · EDUCATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511229349302776
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