Civic Intelligence

California Alumni Association

990 • Fiscal year 2015 • EIN 94-1007751

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

1 Alumni House Uc BerkeleyBerkeley, CA 94720

(510) 900-8225

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.34x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.89x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

63rd percentile

8.3%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$224,214

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

1.8%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$36,028,485

Down $1,258,706 (-3.4%) from 2014

Net Assets

Down

$23,771,805

Down $463,753 (-1.9%) from 2014

Liabilities

Down

$12,256,680

Down $794,953 (-6.1%) from 2014

Revenue

Up

$13,725,519

Up $242,801 (+1.8%) from 2014

Expenses

Down

$12,592,938

Down $1,364,376 (-9.8%) from 2014

Net Income

Up

$1,132,581

Up $1,607,177 (+339%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $38,251,177Liabilities 2010: $13,768,311Net Assets 2010: $24,482,8662010Assets 2011: $36,474,442Liabilities 2011: $15,500,839Net Assets 2011: $20,973,6032011Assets 2012: $36,949,606Liabilities 2012: $15,121,315Net Assets 2012: $21,828,2912012Assets 2013: $38,703,124Liabilities 2013: $13,521,624Net Assets 2013: $25,181,5002013Assets 2014: $37,287,191Liabilities 2014: $13,051,633Net Assets 2014: $24,235,5582014Assets 2015: $36,028,485Liabilities 2015: $12,256,680Net Assets 2015: $23,771,8052015Assets 2016: $36,895,411Liabilities 2016: $12,543,075Net Assets 2016: $24,352,3362016Assets 2017: $37,732,310Liabilities 2017: $11,152,698Net Assets 2017: $26,579,6122017Assets 2018: $36,063,493Liabilities 2018: $11,558,525Net Assets 2018: $24,504,9682018Assets 2019: $40,813,758Liabilities 2019: $10,832,675Net Assets 2019: $29,981,0832019Assets 2020: $38,942,487Liabilities 2020: $11,460,707Net Assets 2020: $27,481,7802020Assets 2021: $38,249,351Liabilities 2021: $10,349,819Net Assets 2021: $27,899,5322021Assets 2022: $30,770,344Liabilities 2022: $8,927,828Net Assets 2022: $21,842,5162022Assets 2023: $32,071,330Liabilities 2023: $8,313,330Net Assets 2023: $23,758,0002023Assets 2024: $32,119,257Liabilities 2024: $7,626,445Net Assets 2024: $24,492,8122024

Highlighted filing

2015

Assets$36,028,485
Liabilities$12,256,680
Net Assets$23,771,805

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $12,204,3462010Expenses 2011: $13,258,4722011Revenue 2012: $12,389,363Expenses 2012: $12,791,077Net Income 2012: -$401,7142012Revenue 2013: $13,034,330Expenses 2013: $13,582,078Net Income 2013: -$547,7482013Revenue 2014: $13,482,718Expenses 2014: $13,957,314Net Income 2014: -$474,5962014Revenue 2015: $13,725,519Expenses 2015: $12,592,938Net Income 2015: $1,132,5812015Revenue 2016: $13,176,930Expenses 2016: $13,132,472Net Income 2016: $44,4582016Revenue 2017: $15,259,088Expenses 2017: $15,421,378Net Income 2017: -$162,2902017Revenue 2018: $16,236,619Expenses 2018: $16,077,199Net Income 2018: $159,4202018Revenue 2019: $17,617,972Expenses 2019: $16,146,767Net Income 2019: $1,471,2052019Revenue 2020: $3,386,825Expenses 2020: $11,760,847Net Income 2020: -$8,374,0222020Revenue 2021: $14,037,142Expenses 2021: $12,931,960Net Income 2021: $1,105,1822021Revenue 2022: $13,210,378Expenses 2022: $14,930,073Net Income 2022: -$1,719,6952022Revenue 2023: $16,449,488Expenses 2023: $15,003,780Net Income 2023: $1,445,7082023Revenue 2024: $16,746,456Expenses 2024: $16,240,247Net Income 2024: $506,2092024

Highlighted filing

2015

Revenue$13,725,519
Expenses$12,592,938
Net Income$1,132,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$13,727,891
Mission and Program Overview

Mission

Our mission is to advance and promote the interests of the university of california, berkeley by connecting alumni with each other and our alma mater. We inform, engage, and inspire alumni to support the university by: (1) participating and volunteering in university and alumni activities; (2) acting as ambassadors and advocates on behalf of the university; and (3) giving to the university.

To promote the welfare of university of california alumni through educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,188,960$12,836,830▼ $1,352,130
Land, Buildings, and Equipment, Net$13,324,597$12,719,415▼ $605,182
Investments Other Securities$7,759,448$8,187,467▲ $428,019
Savings and Temporary Cash Investments$514,659$702,460▲ $187,801
Accounts Receivable$543,542$659,914▲ $116,372
Prepaid Expenses and Deferred Charges$428,937$507,239▲ $78,302
Cash and Non-Interest-Bearing Accounts$473,390$316,462▼ $156,928
Inventories for Sale or Use$33,903$49,943▲ $16,040
Pledges and Grants Receivable-$30,000-
Total Assets$37,287,191$36,028,485▼ $1,258,706
Other Assets Total$19,755$18,755▼ $1,000
Liabilities
Tax Exempt Bond Liabilities$7,095,000$6,885,000▼ $210,000
Other Liabilities$2,438,032$2,473,000▲ $34,968
Deferred Revenue$1,267,139$1,719,002▲ $451,863
Accounts Payable and Accrued Expenses$1,027,888$768,836▼ $259,052
Escrow Account Liability$223,574$210,842▼ $12,732
Mortgage Notes Payable Secured by Investment Property$1,000,000$200,000▼ $800,000
Total Liabilities$13,051,633$12,256,680▼ $794,953
Net Assets / Fund Balance
Unrestricted Net Assets$17,312,237$16,991,251▼ $320,986
Temporarily Rstr Net Assets$5,847,343$5,604,576▼ $242,767
Permanently Rstr Net Assets$1,075,978$1,175,978▲ $100,000
Total Net Assets Fund Balance$24,235,558$23,771,805▼ $463,753
Total Liabilities and Net Assets / Fund Balance$37,287,191$36,028,485▼ $1,258,706

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,448,601$3,577,397$13,025,998
Leasehold Improvements$2,865,811$2,743,196$5,609,007
Equipment$307,837$994,632$1,302,469
Other Land Buildings$97,166$678,086$775,252
Other Securities$1,478,199--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,425,274$100,000▲ $47,351$12,351$1,560,274
2014$1,433,408-▲ $62,002$70,136$1,425,274
2013$1,249,826-▲ $186,831$3,249$1,433,408
2012$1,131,676-▲ $133,291$15,141$1,249,826
2011$1,154,125-▼ $3,626$18,823$1,131,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jefferson CoombsExecutive Director/secretary-treasurerFT$195,744$28,470$224,214
Jefferson CoombsExecutive Director/secretary-treasur-$124,077$100,137$224,214
Susan CrumplerChief Marketing OfficerFT$125,559$34,048$159,607
Michael YaleyDirector, Lair of the GoldFT$106,980$30,450$137,430
Matthew TerwilligerSr. Director of Business DFT$100,222$33,509$133,731
Kelly ElliottChief Operating OfficerFT$115,000$121,120$121,120
Debra Gore-mannChief Development OfficerFT$115,000$115,000$115,000
Cindy LeungInterim Executive DirectorFT$49,703$4,954$54,657

Board Members and Trustees

NameTitle
Jason MorimotoPresident
Eric MartVice President
Jason SherrVice President Finance
Alex RandolphDirector
Alexandra MoralesDirector
Amanda PouchotDirector
Carl JacobsDirector
Carrie YoungDirector
Catherine MckeeDirector
Erika M BoydDirector
Ernie BumatayDirector
Gary SlavitDirector
Greg GinsburgDirector
Johnathan SteinDirector
NINA D'AMATODirector
Nicole JonesDirector
Phillip LittsDirector
Prentice TomDirector
Raphael HaasDirector
Ted BartlettDirector
Velveth SchmitzDirector
Virg CristobalDirector
Cynthia SchroederUc Regent Designated Director

Highest Paid Contractors

ContractorServicesLocationCompensation
First Class Plus LLCDirect Mail Service1750 CESAR CHAVEZ STREET UNIT F, San Francisco, CA 94124$113,981
Sierra Property MaintenanceConstruction And Repair17500 ROUTE 5 ROAD, Sonora, CA 95370$105,286
Revenue and Support

Revenue Composition

Contributions and Grants
$2,825,170
Program Service Revenue
$7,288,900
Investment Income
$1,942,555
Other Revenue
$1,668,894
All Other Contributions
$1,353,111
Change in Net Assets
$1,132,581

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,532,476
Revenue Not Reported on Financial Statements
$193,043
Revenue Not Reported on Form 990
$-1,526,001
Total Revenue per Audited Statements
$12,006,475
Total Revenue per Form 990
$13,725,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,631,347
Salaries, Compensation, and Employee Benefits$5,605,351
Total Fundraising Expense$600,397
Professional Fundraising Fees$185,740
Grants and Similar Amounts Paid$170,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,020,329$927,451$216,124$4,163,904
Office Expenses$1,753,673$142,509$87,266$1,983,448
Fees for Services Other$745,507$461,301-$1,206,808
Other Employee Benefits$598,704$207,355$37,600$843,659
Occupancy$548,935$261,805$1,992$812,732
Depreciation Depletion$763,366--$763,366
Payroll Taxes$235,954$65,798$17,166$318,918
Current Officers, Directors, Trustees, and Key Employees$201,756$62,885$14,229$278,870
Interest$253,620-$8,511$262,131
Fees for Service Investment Mgmnt Fees-$193,043-$193,043
Fees for Services Professional Fundraising--$185,740$185,740
Conferences and Meetings$133,084$23,496$28,193$184,773
Grants to Domestic Individuals$170,500--$170,500
Insurance$170,119$87-$170,206
Travel$71,982$39,231$5,210$116,423
Advertising$32,747$9,063-$41,810
Other Expenses$14,650$27,725$33$14,650
All Other Expenses$5,177-$-2,372$2,805
Information Technology$2,555--$2,555
Total Functional Expenses$9,465,520$2,527,021$600,397$12,592,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,592,938
Total Expenses per Audited Statements$12,402,267
Expenses per Audited Statements$12,399,895
Expenses Not Reported on Financial Statements$193,043
Expenses Not Reported on Form 990$2,372
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$185,740
Fundraising Gross Income$16,492
Fundraising Direct Expenses$2,372

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
California Alumni Awards Ceremony$16,492$16,492$521$15,971
Total Events$16,492$16,492$2,372$14,120
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Derivative Financial Instrument$1,362,809
Liability for Pension Benefits$1,110,191

Bond Issues

BondIssuerIssuedIssue PricePurpose
AAbag Finance Authority for Non-profit Organizations2004-12-21$8,300,000Construction of summer camp facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,300,000--$207,049

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section A, Line 7B

Fixing or changing the number of directors or officers may not be adopted, amended or repealed without the vote or written assent of a majority of the members of the corporation, or the majority vote of the members present at a meeting of the members.

Form 990, Part VI, Section B, Line 11

Board audit committee reviews the 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

All board members and key employees fill out a form disclosing any conflicts of interest for the prior calendar year.

Form 990, Part VI, Section B, Line 15

15a:compensation of ceo, executive director is reviewed and approved by the compensation committee. 15b: compensation of senior management team members is reviewed and approved by the compensation committee. The committee uses compensation surveys, studies, and/or form 990 information from other organizations.

Form 990, Part VI, Section C, Line 19

The organization's forms 990 and 990-t are available for public inspection upon request at the administrative office of the california alumni association. A nominal copying fee may apply.

Filing and Contact Details

Filer

Filer Name
California Alumni Association
EIN
94-1007751
Phone
5109008225
Address
1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA 94720

Signing Officer

Name
Sherry a Jacobs
Title
Controller
Phone
5109008225
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jefferson Coombs
Formed
1872
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
23
Employees
320
Volunteers
23

Preparer

Firm
Burr Pilger Mayer Inc
Address
2000 UNIVERSITY AVE 201, EAST PALO ALTO, CA 94303
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in pension liability -67,961.

Financial Statement Notes

PART IV, LINE 2B:

The california alumni association is the custodial agent of funds for campus groups and alumni chapters. The organization is obligated to hold the funds in their bank account for distribution upon request.

PART V, LINE 4:

The association's endowment funds consist of funds whose corpus is to remain intact and include those assets of donor-restricted funds that the association must hold in perpetuity or for a donor-specified term and investment earnings on permanently restricted net assets, including realized and unrealized capital gains, are classified as unrestricted or temporary restricted net assets until they are appropriated for distribution in accordance with donor-imposed restrictions and the association's spending policy. As required by accounting principles generally accepted in the united states of america, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. The 2013 and 2014 endowment balances are restated to agree with the audited financial statements.

PART X, LINE 2:

The association is a qualified organization exempt from federal and california income taxes under the provisions of internal revenue code ("irc") section 509(a)(2) as an organization described under section 501(c)(3) and section 23701d of the california revenue and taxation code. However, income from certain activities not directly related to the association's tax-exempt purpose may be subject to taxation as unrelated business income. The association follows the guidance for uncertain tax positions and began reviewing and assessing tax positions taken and expected to be taken against the more-likely-than-not recognition threshold and measurement attributes for financial statement recognition. Management has concluded there are no uncertain tax positions as of december 31, 2015 and 2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 2,372.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 2,372.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2537.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2637.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2737.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2837.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2937.50
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt244954
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2534048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2633509
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2730450
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt296120
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON MORIMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC MART
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON SHERR
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFERSON COOMBS
IRS990/Form990PartVIISectionAGrp/PersonNm4CYNTHIA SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm5TED BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIKA M BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm7ERNIE BUMATAY
IRS990/Form990PartVIISectionAGrp/PersonNm8VIRG CRISTOBAL
IRS990/Form990PartVIISectionAGrp/PersonNm9NINA D'AMATO
IRS990/Form990PartVIISectionAGrp/PersonNm10GREG GINSBURG
IRS990/Form990PartVIISectionAGrp/PersonNm11RAPHAEL HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm12CARL JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm13NICOLE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14PHILLIP LITTS
IRS990/Form990PartVIISectionAGrp/PersonNm15CATHERINE MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm16ALEXANDRA MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm17AMANDA POUCHOT
IRS990/Form990PartVIISectionAGrp/PersonNm18ALEX RANDOLPH
IRS990/Form990PartVIISectionAGrp/PersonNm19VELVETH SCHMITZ
IRS990/Form990PartVIISectionAGrp/PersonNm20GARY SLAVIT
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHNATHAN STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm22PRENTICE TOM
IRS990/Form990PartVIISectionAGrp/PersonNm23CARRIE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm24CINDY LEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm25SUSAN CRUMPLER
IRS990/Form990PartVIISectionAGrp/PersonNm26MATTHEW TERWILLIGER
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHAEL YALEY
IRS990/Form990PartVIISectionAGrp/PersonNm28DEBRA GORE-MANN
IRS990/Form990PartVIISectionAGrp/PersonNm29KELLY ELLIOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3195744
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2449703
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25125559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26100222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27106980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28115000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29115000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR/SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4UC REGENT DESIGNATED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26SR. DIRECTOR OF BUSINESS D
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR, LAIR OF THE GOLD
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01872
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt02372
IRS990/FundraisingGrossIncomeAmt016492
IRS990/GainOrLossGrp/OtherAmt0800
IRS990/GainOrLossGrp/SecuritiesAmt01474697
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0170500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0170500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0800
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01474697
IRS990/GrossReceiptsAmt013727891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02555
IRS990/InformationTechnologyGrp/TotalAmt02555
IRS990/InsuranceGrp/ManagementAndGeneralAmt087
IRS990/InsuranceGrp/ProgramServicesAmt0170119
IRS990/InsuranceGrp/TotalAmt0170206
IRS990/InterestGrp/FundraisingAmt08511
IRS990/InterestGrp/ProgramServicesAmt0253620
IRS990/InterestGrp/TotalAmt0262131
IRS990/InventoriesForSaleOrUseGrp/BOYAmt033903
IRS990/InventoriesForSaleOrUseGrp/EOYAmt049943
IRS990/InvestmentIncomeGrp/ExclusionAmt0467058
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0467058
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07759448
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08187467
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014188960
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012836830
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0155
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07993311
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013324597
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012719415
IRS990/LandBldgEquipCostOrOtherBssAmt020712726
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01472059
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE THE INTEREST AND PROMOTE THE WELFARE OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, THROUGH A VARIETY OF EDUCATIONAL AND CHARITABLE ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0200000
IRS990/NetAssetsOrFundBalancesBOYAmt024235558
IRS990/NetAssetsOrFundBalancesEOYAmt023771805
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01475497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01475497
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014120
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1528373
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01992
IRS990/OccupancyGrp/ManagementAndGeneralAmt0261805
IRS990/OccupancyGrp/ProgramServicesAmt0548935

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$7.63$24.5$16.7$16.2$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$8.31$23.8$16.4$15.0$1.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$8.93$21.8$13.2$14.9$1.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$10.3$27.9$14.0$12.9$1.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$11.5$27.5$3.39$11.8$8.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.8$10.8$30.0$17.6$16.1$1.47
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.1$11.6$24.5$16.2$16.1$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$11.2$26.6$15.3$15.4$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$12.5$24.4$13.2$13.1$0.04
2015Detailed filing. Detailed filing data is available for this year.$36.0$12.3$23.8$13.7$12.6$1.13
2014Detailed filing. Detailed filing data is available for this year.$37.3$13.1$24.2$13.5$14.0$0.47
2013Detailed filing. Detailed filing data is available for this year.$38.7$13.5$25.2$13.0$13.6$0.55
2012Summary only. Only limited summary data is available for this year.$36.9$15.1$21.8$12.4$12.8$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$15.5$21.0$13.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$13.8$24.5$12.2