2024-05-15T16:19:50-07:00 2023-06-30 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990 2022-07-01 461482891 UC Berkeley Center for Executive Education UCBE 5106421304 2220 Piedmont Avenue Suite F-299 Berkeley CA 94720 Jon Greco CFO 2024-05-15 false Jon Greco 999009999 true Erik Satow P01410341 4159830200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Mike Rielly 2220 Piedmont Avenue Suite F-299 Berkeley CA 94720 38997340 false X http://executive.berkeley.edu/ X 2012 CA 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. 7 5 58 0 0 37421055 38997340 0 0 37421055 38997340 0 0 7330889 8882370 0 0 30090166 30114970 37421055 38997340 0 21304520 19853524 21304520 19853524 0 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. false false 26982333 38997340 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. 26982333 true false false false false false false false false false true false false true true true true false false true true false false false false false false false false true false false false false false false false false false false false false false true false false false true 220 0 true 58 true false false false false false false false 0 false false false false false false false X 7 5 false false false false false false false true true false false false true true true false false true true false CA X Jon Greco 5106421304 2220 Piedmont Avenue Suite F-299 Berkeley CA 94720 Ann Harrison Chairman 5.00 40.00 X 0 649775 284601 Andrea Salvemini Dir Bus Dev 40.00 0.00 763464 0 38366 Mike Rielly CEO 40.00 0.00 X 602648 0 8715 Rosemarie Rae Director 0.25 40.00 X 0 399653 175048 Elizabeth A Lowry Dir Bus Dev 40.00 0.00 479177 0 28385 Carolyn Anne Robertson Dir Bus Dev 40.00 0.00 325057 0 198 Jon Greco CFO 40.00 0.00 X 273880 0 12878 Judith Walklet VP Growth & Bus. Dev 40.00 0.00 255710 0 20841 Lisa Ryan VP Marketing 40.00 0.00 199105 0 38358 Nathan James Castro VP Bus Dev 40.00 0.00 222488 0 12342 Jaclyn Goudie VP Prgm Svcs 40.00 0.00 190059 0 44022 Kathryn Yvonne Edwards Chief of Staff 40.00 0.00 190567 0 25930 Julie Shackleton VP Dig Init 40.00 0.00 174652 0 198 Suryati Helinar Dir Accounting/Fin 40.00 0.00 142500 0 16401 Michael Katz Director 1.00 40.00 X 0 0 0 Marty McMahon Director 0.25 0.00 X 0 0 0 Beth Axlerod Director 0.25 0.00 X 0 0 0 Josh Bersin Director 0.25 0.00 X 0 0 0 Marina Gracias Director 0.25 0.00 X 0 0 0 3819307 1049428 706283 19 false true false Homa B Evans 1299 Middle Ave Menlo Park CA 94025 Teaching/Instructing 1072594 Katona and Lee General Partnership 1018C Almanor Ln Lafayette CA 94549 Teaching/Instructing 757581 Sara Lynn Beckman 301 Upland Road Kentfield CA 94904 Teaching/Instructing 512464 Galima Group 124 Ronada Ave Piedmont CA 94611 Teaching/Instructing 427382 Maura O Neil 2020 East Galer Seattle WA 98112 Teaching/Instructing 369210 41 0 Corporate Education 611430 38997340 38997340 38997340 0 0 0 0 0 0 0 0 0 38997340 38997340 X 0 0 0 0 2539539 2539539 0 3654760 2031682 1623078 237071 69360 167711 2008732 758427 1250305 442268 162817 279451 0 13018 13018 0 0 0 0 13590515 12470724 1119791 681643 681643 980621 545839 434782 28452 28452 0 634777 175953 458824 1638819 1509103 129716 0 8264 8264 0 0 439866 439866 12451 12451 Transfer to Affiliate 8576785 8576785 Admin Full Costing Fee 3509759 3509759 0 38997340 26982333 12015007 0 12873321 13476227 0 0 5447283 3786280 0 0 0 0 469942 816908 2845125 2221016 1063974 624109 0 0 0 0 1450000 1150000 21304520 19853524 3681371 4203281 10679059 9551735 6944090 6098508 21304520 19853524 0 0 21304520 19853524 0 X true X false true false X 0 31240186 27494927 24161289 25984948 38997340 147878690 0 0 0 31240186 27494927 24161289 25984948 38997340 147878690 0 14544277 14500350 8525851 22813868 9738724 70123070 14544277 14500350 8525851 22813868 9738724 70123070 77755620 0 0 0 0 31240186 27494927 24161289 25984948 38997340 147878690 0.52580 0.48860 0.00000 X 2311118 1687009 624109 534007 534007 624109 Prepaid Lease 1150000 1150000 Payable to Affiliates 6098508 6098508 X 38997340 38997340 38997340 38997340 38997340 38997340 Part X : FIN48 Footnote CEE believes that it has does not have any uncertain tax positions that result in a material impact on CEEs statement of financial position or statement of activities. South America 0 2 Program Services Custom Corp Edu Svcs 147877 Middle East 0 43 Program Services Custom Corp Edu Svcs 2838114 45 45 2985991 2985991 false false false false false false X X X X X false false false false false false false false false Andrea Salvemini Dir Bus Dev 763464 38366 801830 Ann Harrison Chairman 649775 284601 934376 Carolyn Anne Robertson Dir Bus Dev 325057 198 325255 Elizabeth A Lowry Dir Bus Dev 479177 28385 507562 Jaclyn Goudie VP Prgm Svcs 190059 44022 234081 Jon Greco CFO 216150 12878 229028 Judith Walklet VP Growth & Bus. Dev 255710 20841 276551 Julie Shackleton VP Dig Init 174652 198 174850 Kathryn Yvonne Edwards Chief of Staff 190567 25930 216497 Lisa Ryan VP Marketing 199105 38358 237463 Mike Rielly CEO 544309 8715 553024 Nathan James Castro VP Bus Dev 222488 12342 234830 Rosemarie Rae Director 399653 175048 574701 Suryati Helinar Dir Accounting/Fin 142500 16401 158901 Form 990, Part VI, Section B, Line 11b Management reviews the return prior to filing. Form 990, Part VI, Section B, Line 12c UC Berkeley Center for Executive Education sends a conflict of interest policy to all Officers and Directors annually. The Officers and Directors must review and disclose on the acknowledgment form. Form 990, Part VI, Section B, Line 15a As stated in Section 5.4 of the Organization's Bylaws, at any time the Organization compensates its President/CEO or Treasurer, the Organization shall have a Compensation Committee consisting of at least three Directors and exclusively of Directors. Directors who are also employees of the Organization may not serve on the Compensation Committee. The Compensation Committee shall review the compensation of the President/CEO, Treasurer and Vice President (if any), as well as any such Officers of the Organization that the Compensation Committee determines appropriate. This review shall occur when such officer is hired, when the term of employment of such officer is renewed or extended, and when the compensation of such officer is modified, unless the modification applies to substantially all of the employees of this Organization. Based on its review, the Compensation Committee shall recommend just and reasonable compensation amounts to the Board. At the request of the President/CEO or the Board, the Compensation Committee shall review any issue involving staff compensation and benefits, including but not limited to housing, health and retirement plans. Form 990, Part VI, Section B, Line 15b See the explanation at Line 15a. Form 990, Part VI, Section C, Line 19 Available upon request. Part IX, Statement of Functional Expenses, Line 24a Per agreement, CEE transfers all its net income to the Haas School of Business. For the year ended June 30, 2023, this amount was $8,576,785. University of California Berkeley 200 California Hall Berkeley CA 947201500 946002123 Education CA 501(c)(3) 2 N/A false UCB Haas School of Business 2220 Piedmont Avenue Berkeley CA 947201500 946002123 Education CA 501(c)(3) 2 N/A false The Faculty Club at UC Berkeley 1 Faculty Club Berkeley CA 94720 946002123 On Campus Meetings CA 501(c)(3) 2 N/A false Cal Student Store 2495 Bancroft Way Berkeley CA 94720 946002123 Education Support CA 501(c)(3) 2 N/A false false false false false false false false false false false true false false true false false true true false University of California Berkeley k 759888 FMV University of California Berkeley r 3509759 FMV UCB Haas School of Business n 13810 FMV UCB Haas School of Business q 456265 FMV UCB Haas School of Business r 8246411 FMV The Faculty Club at UC Berkeley r 241748 FMV Cal Student Store r 79305 FMV Affiliation Agreement Per the affiliation agreement, CEE pays a full costing fee to the University of California, Berkeley ("UCB") equal to 9% of CEE's revenue for the quarter. In addition, CEE pays the Haas School of Business at UCB, 100% of its net revenue for the quarter.