UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

EIN: 946090626 501(c)(3) Education

BERKELEY, CA

Total Revenue
$606,100,425
Total Expenses
$431,159,298
Total Assets
$3,991,922,296
Net Assets
$3,820,075,476
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
CA
Phone
5106421212
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION, founded in 1948, is a major nonprofit in the Education sector that reported $606.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $174.9M, a strong 29% operating margin.

Mission

TO ADVANCE THE INTEREST & PROMOTE THE WELFARE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY & TO INCREASE THE FACILITIES OF THE UNIV. & TO PROVIDE BROADER EDUCATIONAL OPPORTUNITIES.

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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 $397,639,835
Program Service Revenue $0
Investment Income $208,460,590
Other Revenue $0
TOTAL REVENUE $606,100,425

Expense Breakdown

Grants Paid $415,377,582
Salaries & Benefits $0
Fundraising Expenses $8,918,179
Program Expenses $415,377,582
Other Expenses $15,781,716
TOTAL EXPENSES $431,159,298

Year-over-Year Comparison

2024 2023 Change
Revenue $606,100,425 $509,285,664 +0.2%
Expenses $431,159,298 $443,522,703 0.0%
Net Income $174,941,127 $65,762,961 +1.7%
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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Governance

Voting Members
66
Independent Members
65
Employees
N/A
Volunteers
100

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
20
$3,681,315
Total Directors
67
$748,779
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETTINA DUVAL CHAIR, FOUNDATION 4.0
Officer Director
$0 $0 $0
DANA BISCONTI VICE CHAIR, PROGRAMS COMMITTEE 0.8
Officer Director
$0 $0 $0
ERIC STERN VICE CHAIR FOUNDATION 4.0
Officer Director
$0 $0 $0
GAIL MADERIS CHAIR, GOVERNANCE COMMITTEE 2.0
Officer Director
$0 $0 $0
KAI HUANG CHAIR, PROGRAMS COMMITTEE 1.0
Officer Director
$0 $0 $0
LISA GUERRA VICE CHAIR, GOVERNANCE COMMITTEE 2.0
Officer Director
$0 $0 $0
RICHARD K LYONS CHANCELLOR 4.0
Officer Director
$0 $128,102 $748,779
ROGER KANG CHAIR, NOMINATIONS COMMITTEE 1.0
Officer Director
$0 $0 $0
SHASHIKALA DEB VICE CHAIR, NOMINATIONS COMMITTEE 2.0
Officer Director
$0 $0 $0
STEVE ELLIS VICE CHAIR, FINANCE & ADMINISTRATION COMMITTEE 1.0
Officer Director
$0 $0 $0
WEIJIE YUN CHAIR, FINANCE & ADMINISTRATION COMMITTEE 1.0
Officer Director
$0 $0 $0
ALAN TEMPLETON TRUSTEE 0.8
Director
$0 $0 $0
ALLEN SOONG TRUSTEE 0.8
Director
$0 $0 $0
AMY BASSELL CROWE TRUSTEE 0.8
Director
$0 $0 $0
ANITA YU WESTLY TRUSTEE 0.8
Director
$0 $0 $0
ANN BAXTER PERRIN TRUSTEE 0.8
Director
$0 $0 $0
ANNE BAKAR TRUSTEE 0.8
Director
$0 $0 $0
ANNE GATES TRUSTEE 0.8
Director
$0 $0 $0
BRYAN CAMERON TRUSTEE 1.0
Director
$0 $0 $0
CAMILLA SMITH TRUSTEE 0.8
Director
$0 $0 $0
CAROL LIU TRUSTEE 0.8
Director
$0 $0 $0
CAROLYN SCHWAB-POMERANTZ TRUSTEE 0.8
Director
$0 $0 $0
CATHY UNGER TRUSTEE 0.8
Director
$0 $0 $0
CHARLES HUANG IMMEDIATE PAST CHAIR 1.0
Director
$0 $0 $0
CLYDE RODRIGUEZ TRUSTEE 0.8
Director
$0 $0 $0
COLLETTE CHILTON TRUSTEE 0.8
Director
$0 $0 $0
CYRUS HADIDI BEMCO BOARD MEMBER 1.0
Director
$0 $0 $0
DAVID GEE TRUSTEE 0.8
Director
$0 $0 $0
DEBORAH LOKER HICKS TRUSTEE 0.8
Director
$0 $0 $0
DESI BANATAO TRUSTEE 2.0
Director
$0 $0 $0
DIANA WALSH TRUSTEE 0.8
Director
$0 $0 $0
HERBERT HOOPER TRUSTEE 0.8
Director
$0 $0 $0
ISABEL RHEE TRUSTEE 0.8
Director
$0 $0 $0
JACK MCCAULEY TRUSTEE 0.8
Director
$0 $0 $0
JANELLE GRIMES TRUSTEE (THRU 02/2025) 0.8
Director
$0 $0 $0
JENNIFER KELLER TRUSTEE 0.8
Director
$0 $0 $0
JIM KOSHLAND TRUSTEE 1.0
Director
$0 $0 $0
JOANNE CORDAY KOZBERG TRUSTEE 0.8
Director
$0 $0 $0
JOHN STOCK TRUSTEE 0.8
Director
$0 $0 $0
JULIE MORGAN TRUSTEE 0.8
Director
$0 $0 $0
KAHSHIN LEOW TRUSTEE 0.8
Director
$0 $0 $0
KAREN DABBY TRUSTEE 0.8
Director
$0 $0 $0
KEVIN CHOU TRUSTEE 0.8
Director
$0 $0 $0
KEVIN KENNEDY TRUSTEE 0.8
Director
$0 $0 $0
KOFI BONNER TRUSTEE 1.0
Director
$0 $0 $0
LAURA PERLOFF TRUSTEE 0.8
Director
$0 $0 $0
LAURA WEN-YU YOUNG TRUSTEE 0.8
Director
$0 $0 $0
LAURENE WU MCCLAIN TRUSTEE 0.8
Director
$0 $0 $0
LISA JONES TRUSTEE 0.8
Director
$0 $0 $0
MARK EDELSTONE TRUSTEE 0.8
Director
$0 $0 $0
MARY ELLEN KANOFF TRUSTEE 0.8
Director
$0 $0 $0
MITSURU IGARASHI TRUSTEE 0.8
Director
$0 $0 $0
RENE KERN TRUSTEE 0.8
Director
$0 $0 $0
RICARDO MORA TRUSTEE 0.8
Director
$0 $0 $0
SANDRA RODRIGUES BEN-EFRAIM TRUSTEE 0.8
Director
$0 $0 $0
SHARON BONNER-BROWN TRUSTEE 1.0
Director
$0 $0 $0
SHAWN TSAO TRUSTEE 0.8
Director
$0 $0 $0
SHUHONG YE TRUSTEE 0.8
Director
$0 $0 $0
SSTEVEN PAN TRUSTEE 0.8
Director
$0 $0 $0
STEPHANIE RIVERA TRUSTEE 0.8
Director
$0 $0 $0
STEPHEN ISAACS TRUSTEE 0.8
Director
$0 $0 $0
STUART SHIFF TRUSTEE 0.8
Director
$0 $0 $0
SUSAN CHAMBERLIN TRUSTEE 1.0
Director
$0 $0 $0
SUSAN STUTZMAN TRUSTEE 0.8
Director
$0 $0 $0
TERRY ROSEN TRUSTEE 0.8
Director
$0 $0 $0
TING CHUK TRUSTEE 0.8
Director
$0 $0 $0
VINCENT CHEUNG TRUSTEE 0.8
Director
$0 $0 $0
CARL A WAYNE ASSOCIATE VICE PRESIDENT 10.0
Officer
$0 $44,206 $361,579
GLEN CHANG CONTROLLER 10.0
Officer
$0 $11,291 $100,386
JANE SPERLING WISE CORPORATE SECRETARY 20.0
Officer
$0 $40,175 $177,620
JULIE M HOOPER PRESIDENT (THRU 01/2025) 10.0
Officer
$0 $83,194 $654,164
LESLIE SCHIBSTED INTERIM PRESIDENT (AS OF 02/2025) 10.0
Officer
$0 $47,882 $283,279
LISHELLE BLAKEMORE VICE PRESIDENT 4.0
Officer
$0 $66,139 $441,289
MIHI AHN EXECUTIVE VICE PRESIDENT 30.0
Officer
$0 $38,025 $240,244
NANCY LUBICH MCKINNEY ASSOCIATE VICE PRESIDENT & TREASURER 10.0
Officer
$0 $69,651 $440,915
RACHELLE REAGAN ASSOCIATE VICE PRESIDENT 10.0
Officer
$0 $50,365 $233,060
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 $606,100,425 $431,159,298 $3,991,922,296 $174,941,127
2024 $509,285,664 $443,522,703 $3,693,366,320 $65,762,961
2023 $551,236,732 $571,311,045 $3,540,638,328 $-20,074,313
2022 $949,220,824 $363,013,112 $3,399,624,887 $586,207,712
2021 $579,223,493 $343,830,677 $3,373,650,900 $235,392,816
2020 $338,166,506 $257,733,067 $2,480,595,373 $80,433,439
2019 $327,011,253 $228,708,230 $2,441,306,801 $98,303,023
2018 $303,934,501 $237,619,574 $2,300,879,608 $66,314,927
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