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UC BERKELEY MANAGEMENT COMPANY

EIN 27-0652636 BERKELEY, CA

Revenue 2024
$5,928,330
Expenses 2024
$5,928,330

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B11
Classification
1000
Street
1995 UNIVERSITY AVENUE 401

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Cyrus Hadidi

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Diana Strandberg

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Ben Bisconti

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Obershaw

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Jenks

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nadine Tang

    Director

    Total calculated
    $0
    Hours/week
    1

  • David McAuliffe

    President & Chief Investment Officer

    Total calculated
    $1,041,915
    From this org
    $947,222
    From related orgs
    $0
    Other
    $94,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $841,597
    Bonus
    $105,625
    Other
    $0
    Deferred
    $44,850
    Nontaxable benefits
    $49,843
    Filer's total
    $1,041,915

  • Nancy Lubich McKinney

    Treasurer

    Total calculated
    $440,915
    From this org
    $0
    From related orgs
    $371,264
    Other
    $69,651
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,264 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,291 related
    Nontaxable benefits
    $0 + $19,360 related
    Filer's total
    $0 + $440,915 related

  • Catherine Nguyen

    Managing Director of Operations

    Total calculated
    $460,446
    From this org
    $390,275
    From related orgs
    $0
    Other
    $70,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,595
    Bonus
    $139,680
    Other
    $0
    Deferred
    $44,850
    Nontaxable benefits
    $25,321
    Filer's total
    $460,446

  • David Bahr

    Managing Director

    Total calculated
    $588,812
    From this org
    $540,399
    From related orgs
    $0
    Other
    $48,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,237
    Bonus
    $189,162
    Other
    $0
    Deferred
    $44,357
    Nontaxable benefits
    $4,056
    Filer's total
    $588,812

  • Katherine Swaim

    Associate

    Total calculated
    $221,753
    From this org
    $186,193
    From related orgs
    $0
    Other
    $35,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,753
    Bonus
    $50,440
    Other
    $0
    Deferred
    $24,582
    Nontaxable benefits
    $10,978
    Filer's total
    $221,753

  • Melody Ing

    Managing Director

    Total calculated
    $700,038
    From this org
    $641,098
    From related orgs
    $0
    Other
    $58,940
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,898
    Bonus
    $235,200
    Other
    $0
    Deferred
    $44,850
    Nontaxable benefits
    $14,090
    Filer's total
    $700,038

  • Taylor Hanson Rhoads

    Senior Operations Analyst

    Total calculated
    $184,278
    From this org
    $143,367
    From related orgs
    $0
    Other
    $40,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,597
    Bonus
    $22,770
    Other
    $0
    Deferred
    $19,040
    Nontaxable benefits
    $21,871
    Filer's total
    $184,278

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $5,928,330
    Expenses
    $5,928,330
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $5,533,245
    Expenses
    $5,533,245
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $6,211,382
    Expenses
    $6,211,382
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.