UC Berkeley Center for Executive E… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $26,612,776 Revenue: $39,890,179

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...

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.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$886,420

Total Directors

$2,241,721

Key Employees

Highest Compensated

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

UC Berkeley Center for Executive Education