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← UC BERKELEY CENTER FOR EXECUTIVE EDUCATION

Form 990 for tax year 2023

Filed by UC BERKELEY CENTER FOR EXECUTIVE EDUCATION.

Totals

Total revenue
$40,055,164
Total expenses
$40,055,164
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$40,055,164
Investment income
$0
Other revenue
$0
Total assets, end of year
$20,979,595
Total liabilities, end of year
$20,979,595
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$27,847,875
Management and general expenses
$12,207,289
Fundraising expenses
$0
Program service expenses (Part III)
$27,847,875

Program services were 69.5% 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 $40,055,164 · related or exempt $40,055,164

  • 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 $1,777,569 · management and general $1,777,569

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,398,615 · program services $1,946,899 · management and general $2,451,716

  • 8 · Pension plan contributions

    total $163,692 · program services $44,387 · management and general $119,305

  • 9 · Other employee benefits

    total $2,063,865 · program services $1,077,313 · management and general $986,552

  • 10 · Payroll taxes

    total $460,633 · program services $166,344 · management and general $294,289

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $18,833 · management and general $18,833

  • 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 $12,840,197 · program services $11,611,805 · management and general $1,228,392

  • 12 · Advertising and promotion

    total $453,713 · program services $453,713

  • 13 · Office expenses

    total $1,732,006 · program services $1,081,348 · management and general $650,658

  • 14 · Information technology

    total $20,066 · program services $55 · management and general $20,011

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $737,784 · program services $262,313 · management and general $475,471

  • 17 · Travel

    total $2,139,935 · program services $1,986,071 · management and general $153,864

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,056 · management and general $3,056

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $406,490 · management and general $406,490

  • 23 · Insurance

    total $16,117 · management and general $16,117

  • 24a · Other expenses: Transfer to Affiliate

    total $9,217,627 · program services $9,217,627

  • 24b · Other expenses: Admin Full Costing Fee

    total $3,604,966 · management and general $3,604,966

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,476,227 · end of year $12,095,580

  • 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 $3,786,280 · end of year $6,285,466

  • 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 $816,908 · end of year $760,076

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

    $3,615,979

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

    $2,627,506

  • 10c · Land, buildings and equipment, net

    beginning of year $624,109 · end of year $988,473

  • 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 $1,150,000 · end of year $850,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,203,281 · end of year $4,285,887

  • 19 · Deferred revenue

    beginning of year $9,551,735 · end of year $9,254,573

  • 25 · Other liabilities

    beginning of year $6,098,508 · end of year $7,439,135

Mission and programs · 2023

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 $27,847,875 · Revenue $40,055,164

As filed on the 2023 return.

Listed in Part VII

  • Ann Harrison

    Chairman

    Total calculated
    $913,656
    From this org
    $0
    From related orgs
    $637,583
    Other
    $276,073
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $637,583 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $276,073 related
    Filer's total
    not reported + $913,656 related

  • Andrew Isaacs

    Bus Dev

    Total calculated
    $783,758
    From this org
    $230,000
    From related orgs
    $408,075
    Other
    $145,683
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $230,000 + $408,075 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $145,683 related
    Filer's total
    $230,000 + $553,758 related

  • March Fisher

    Director

    Total calculated
    $598,730
    From this org
    $0
    From related orgs
    $417,816
    Other
    $180,914
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $417,816 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $180,914 related
    Filer's total
    not reported + $598,730 related

  • Andrea Salvemini

    Dir Bus Dev

    Total calculated
    $568,224
    From this org
    $528,594
    From related orgs
    $0
    Other
    $39,630
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $528,594
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $39,630
    Filer's total
    $568,224

  • Mike Rielly

    CEO

    Total calculated
    $567,252
    From this org
    $557,864
    From related orgs
    $0
    Other
    $9,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $557,864
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $9,388
    Filer's total
    $567,252

  • Elizabeth A Lowry

    Dir Bus Dev

    Total calculated
    $540,486
    From this org
    $509,612
    From related orgs
    $0
    Other
    $30,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $509,612
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $30,874
    Filer's total
    $540,486

  • Carolyn Anne Robertson

    Dir Bus Dev

    Total calculated
    $446,452
    From this org
    $446,254
    From related orgs
    $0
    Other
    $198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $446,254
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $198
    Filer's total
    $446,452

  • Rosemarie Rae

    Director

    Total calculated
    $414,838
    From this org
    $0
    From related orgs
    $289,489
    Other
    $125,349
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $289,489 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $125,349 related
    Filer's total
    not reported + $414,838 related

  • Jon Greco

    CFO

    Total calculated
    $241,989
    From this org
    $228,690
    From related orgs
    $0
    Other
    $13,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,690
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $13,299
    Filer's total
    $241,989

  • Lisa Rowe

    VP Marketing

    Total calculated
    $232,231
    From this org
    $184,923
    From related orgs
    $0
    Other
    $47,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,923
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $47,308
    Filer's total
    $232,231

  • Jaclyn Goudie

    VP Prgm Svcs

    Total calculated
    $217,035
    From this org
    $171,768
    From related orgs
    $0
    Other
    $45,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,768
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $45,267
    Filer's total
    $217,035

  • Lisa Ryan

    VP Marketing

    Total calculated
    $212,231
    From this org
    $172,700
    From related orgs
    $0
    Other
    $39,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,700
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $39,531
    Filer's total
    $212,231

  • Kathryn Yvonne Edwards

    Chief of Staff

    Total calculated
    $208,902
    From this org
    $180,932
    From related orgs
    $0
    Other
    $27,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,932
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $27,970
    Filer's total
    $208,902

  • Suryati Helinar

    Dir Accounting/Fin

    Total calculated
    $166,118
    From this org
    $148,438
    From related orgs
    $0
    Other
    $17,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,438
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $17,680
    Filer's total
    $166,118

  • Julie Shackleton

    VP Digital Initiatives

    Total calculated
    $129,741
    From this org
    $129,576
    From related orgs
    $0
    Other
    $165
    Hours/week
    40

  • 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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349314493

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