BERKELEY ENDOWMENT MANAGEMENT COMPANY (EIN 270652636) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

5106421212

Tax Period

2024-07-01 to 2025-06-30

BERKELEY ENDOWMENT MANAGEMENT COMPANY, founded in 2009, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024.

Mission

Berkeley Endowment Management Company ("BEMCO") provides professional management of endowment donations: See schedule O for more information given to the University of California Berkeley ("UCB") foundation to benefit UCB.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,928,330

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,928,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,236,905

Fundraising Expenses $0

Program Expenses $5,253,526

Other Expenses $1,691,425

TOTAL EXPENSES $5,928,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,928,330	$5,533,245	+0.1%
Expenses	$5,928,330	$5,533,245	+0.1%
Net Income	$0	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,482,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cyrus Hadidi	Chair	1.0	Officer Director	$0	$0	$0
Diana Strandberg	Secretary	1.0	Officer Director	$0	$0	$0
Ben Bisconti	Director	1.0	Director	$0	$0	$0
Elizabeth Obershaw	Director	1.0	Director	$0	$0	$0
John Jenks	Director	1.0	Director	$0	$0	$0
Nadine Tang	Director	1.0	Director	$0	$0	$0
David McAuliffe	President & Chief Investment Officer	40.0	Officer	$947,222	$94,693	$1,041,915
Nancy Lubich McKinney	Treasurer	8.0	Officer	$0	$69,651	$440,915
Catherine Nguyen	Managing Director of Operations	40.0	Highest	$390,275	$70,171	$460,446
David Bahr	Managing Director	40.0	Highest	$540,399	$48,413	$588,812
Katherine Swaim	Associate	40.0	Highest	$186,193	$35,560	$221,753
Melody Ing	Managing Director	40.0	Highest	$641,098	$58,940	$700,038
Taylor Hanson Rhoads	Senior Operations Analyst	40.0	Highest	$143,367	$40,911	$184,278

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,928,330	$5,928,330	No data	No data
2024	$5,533,245	$5,533,245	No data	No data
2023	$6,211,382	$6,211,382	No data	No data
2022	$6,378,466	$6,378,466	No data	No data
2021	$5,476,191	$5,476,191	No data	No data
2020	$4,645,369	$4,645,369	No data	No data
2019	$4,276,043	$4,276,043	No data	No data
2018	$4,324,253	$4,324,253	No data	No data

BERKELEY ENDOWMENT MANAGEMENT COMPANY