UC Berkeley Center for Executive Education

EIN: 461482891 501(c)(3) Education

Berkeley, CA

Total Revenue
$39,891,665
Total Expenses
$39,891,665
Total Assets
$19,605,893
Net Assets
N/A
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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
2012
Legal Domicile
CA
Principal Officer
Mike Rielly
Phone
5106421304
Tax Period
2024-07-01 to 2025-06-30

UC Berkeley Center for Executive Education, founded in 2012, is a mid-sized nonprofit in the Education sector that reported $39.9M in total revenue in fiscal year 2024.

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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,486
Program Service Revenue $39,890,179
Investment Income $0
Other Revenue $0
TOTAL REVENUE $39,891,665

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,315,213
Fundraising Expenses $0
Program Expenses $26,612,776
Other Expenses $30,576,452
TOTAL EXPENSES $39,891,665

Year-over-Year Comparison

2024 2023 Change
Revenue $39,891,665 $40,055,164 0.0%
Expenses $39,891,665 $40,055,164 0.0%
Net Income $0 N/A 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

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Governance

Voting Members
7
Independent Members
5
Employees
70
Volunteers
N/A

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
2
$886,420
Total Directors
7
$2,241,721
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jenny Chatman Chairman 5.00
Director
$0 $247,233 $965,933
Marc Fisher Director 0.25
Director
$0 $197,217 $658,004
Andrew Isaacs Bus Dev 40.00
$190,680 $111,843 $627,543
Jim Sallee Director 1.00
Director
$0 $158,123 $617,784
Mike Rielly CEO 40.00
Officer
$595,364 $11,321 $606,685
Elizabeth Lowry Dir Bus Dev 40.00
$545,703 $47,057 $592,760
Carolyn Anne Robertson Dir Bus Dev 40.00
$420,649 $33,984 $454,633
Andrea Salvemini Dir Bus Dev 40.00
$326,161 $40,718 $366,879
Jon Greco CFO 40.00
Officer
$266,073 $13,662 $279,735
Linea Rowe VP Product Design 40.00
$198,580 $48,618 $247,198
Ellen Trader VP 40.00
$199,204 $40,538 $239,742
Jaclyn Goudie VP Prgm Svcs 40.00
$191,347 $46,020 $237,367
Kathryn Yvonne Edwards Chief of Staff 40.00
$188,280 $30,371 $218,651
Suryati Helinar Dir Accounting/Fin 40.00
$157,887 $19,184 $177,071
William Bailey Dir Bus Dev 40.00
$152,888 $16,295 $169,183
Emily Nishi Director 0.25
Director
$0 $0 $0
Matthew Glotzbach Director 0.25
Director
$0 $0 $0
Vickie Bond Mrva Director 0.25
Director
$0 $0 $0
Sally Allain Director 0.25
Director
$0 $0 $0
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 $39,891,665 $39,891,665 $19,605,893 No data
2024 No data No data No data No data
2023 $38,997,340 $38,997,340 $19,853,524 No data
2022 $37,421,055 $37,421,055 $21,304,520 No data
2021 $24,161,289 $24,161,289 $14,411,646 No data
2020 $27,494,926 $27,494,926 $14,485,679 No data
2019 $31,240,186 $31,240,186 $18,403,501 No data
2018 $28,593,258 $28,593,258 $15,581,942 No data
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