2026-03-11T17:41:36-05:00 2025-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-07-01 455322674 ELLER EXECUTIVE EDUCATION ELLE 5206260695 1130 E HELEN STREET 417 TUCSON AZ 857210108 JEFFREY SCHATZBERG INTERIM PRESIDENT 5206260695 2026-02-16 1 1 KELLY L MELTZER CPA P00633511 5203214600 2026-02-16 2024 2025-03-06 01:10:19Z JEFFREY SCHATZBERG 1130 E HELEN STREET 417 TUCSON AZ 857210108 960130 0 X EXECUTIVE.ELLER.ARIZONA.EDU X 2012 AZ TO ADVANCE THE MISSIONS OF THE ELLER COLLEGE OF MANAGEMENT AND UNIVERSITY OF ARIZONA THROUGH NON-CREDIT, NON-DEGREE PROGRAMS FOR BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS. 6 4 6 4 0 0 0 97641 1635520 862489 0 0 0 0 1635520 960130 0 0 0 0 366560 302290 0 0 0 1390336 1067293 1756896 1369583 -121376 -409453 763583 325527 492247 463644 271336 -138117 X WE PREPARE OUR CLIENTS FOR A WORLD OF COMPLEXITY AND UNCERTAINTY; WE COMBINE THEIR KNOWLEDGE WITH OUR EXPERTISE TO TRANSFORM THEIR LEADERS AND MOVE THEIR BUSINESS FORWARD. 0 0 553013 862489 SEE SCHEDULE O 553013 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 43 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LIN QIAN 6023263185 1130 E HELEN STREET 417 TUCSON AZ 857210108 JEFFREY SCHATZBERG INTERIM PRESIDENT AS OF 04/2025 0.50 40.00 X X 0 543577 59483 ALAIN-PHILIPPE DURAND DIRECTOR 0.30 40.00 X 0 306254 45960 HERMINIA MINNIE FRIAS DIRECTOR 0.30 X 0 0 0 KARA FORNEY DIRECTOR 0.30 X 0 0 0 SANJIV RASTOGI DIRECTOR 0.30 X 0 0 0 BRAD SMIDT DIRECTOR 0.30 X 0 0 0 GAIL ZODY-SERBIA DIRECTOR 0.30 X 0 0 0 LIN QIAN SECRETARY/TREASURER 0.50 40.00 X 0 183714 27420 LUIGI PECORARO EXECUTIVE DIRECTOR THRU 03/2025 40.00 X 183316 0 29505 183316 1033545 162368 1 0 1 0 HINGE STRATEGY LLC 1851 W ALEXANDER BELL DRIVE SUITE 3 RESTON VA 20191 MARKETING CONSULTING 115665 1 97641 97641 EXECUTIVE EDUCATION 611430 862489 862489 862489 960130 862489 0 0 X 155362 14384 140978 104638 46796 57842 9586 4291 5295 15671 7015 8656 17033 3655 13378 53064 53064 46391 46391 523135 318680 204455 120093 120093 69204 33467 35737 33493 33493 17117 5771 11346 56271 16811 39460 139494 102143 37351 1280 1280 2500 2500 5251 5251 1369583 553013 816570 0 261841 39426 446833 231857 54909 11627 0 27500 0 15117 763583 325527 178157 69450 186096 304192 127994 90002 492247 463644 X 271336 -138117 271336 -138117 763583 325527 -409453 0 X 0 1 X 1 0 X X X 1 UNIVERSITY OF ARIZONA 742652689 6 1 0 1369583 1 0 1369583 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 ELLER EXECUTIVE EDUCATION SUPPORTS THE UNIVERSITY OF ARIZONA. AS A STATE UNIVERSITY, THE UNIVERSITY OF ARIZONA IS A GOVERNMENTAL UNIT AND THEREFORE AN ORGANIZATION DESCRIBED UNDER SECTION 509(A)(1) AS AN ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(V). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 960130 0 960130 0 960130 1369583 0 1369583 0 1369583 PART X, LINE 2: ASC 740 FOOTNOTE FROM FINANCIAL STATEMENTS: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(3). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. MIDDLE EAST 0 0 PROGRAM SERVICES LEADERSHIP EDUCATION PROGRAM FOR OMAN MINISTRY OF FINANCE SUPERVISORS 27952 MIDDLE EAST 0 0 PROGRAM SERVICES LEADERSHIP EDUCATION PROGRAM FOR SIMAT HUMAN DEVELOPMENT LLC 6215 0 0 0 0 0 0 34167 0 34167 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS REPORTED IN COLUMN (F) ARE ACCRUAL-BASIS EXPENSES. X X X 0 0 0 0 0 0 0 0 0 JEFFREY SCHATZBERG INTERIM PRESIDENT AS OF 04/2025 0 543577 0 0 0 0 0 34500 0 24983 0 603060 0 0 ALAIN-PHILIPPE DURAND DIRECTOR 0 306254 0 0 0 0 0 21174 0 24786 0 352214 0 0 LUIGI PECORARO EXECUTIVE DIRECTOR THRU 03/2025 183316 0 0 0 0 0 11741 0 17764 0 212821 0 0 0 LIN QIAN SECRETARY/TREASURER 0 183714 0 0 0 0 0 12962 0 14458 0 211134 0 0 FORM 990, PART III, LINE 4A: ELLER EXECUTIVE EDUCATION (EEE), AFFILIATED WITH THE UNIVERSITY OF ARIZONA'S ELLER COLLEGE OF MANAGEMENT, EMPOWERS INDIVIDUALS AND ORGANIZATIONS THROUGH INNOVATIVE LEADERSHIP DEVELOPMENT PROGRAMS THAT COMBINE CUTTING-EDGE RESEARCH AND MODERN BUSINESS THEORY. OUR TOP-RANKED FACULTY HELP BUSINESS LEADERS NAVIGATE COMPLEXITY, FOSTER TRANSFORMATION, AND ADDRESS LEADERSHIP CHALLENGES. IN 2025, 24 FACULTY MEMBERS TAUGHT 16 CUSTOM AND OPEN-ENROLLMENT PROGRAMS, IMPACTING 425 PARTICIPANTS. PROGRAMS RANGE FROM SHORT-TERM OF 3-5 DAYS TO LONGER HYBRID FORMATS OF UP TO 6 MONTHS, COVERING LEADERSHIP, FINANCIAL ACUMEN, DIGITAL TRANSFORMATION, INNOVATION, AI, AND SUPPLY CHAIN MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 2 LISA RULNEY IS SENIOR VICE PRESIDENT FOR BUSINESS AFFAIRS AND CHIEF FINANCIAL OFFICER OF THE UNIVERSITY OF ARIZONA (UA). JEFFREY SCHATZBERG IS VICE DEAN OF ELLER COLLEGE OF MANAGEMENT, AP DURAND IS DEAN OF THE SCHOOL OF HUMANITIES, AND LIN QIAN IS ASSISTANT DEAN OF FINANCE AND ADMINISTRATION AT UA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL CONSIST OF NOT LESS THAN FIVE (5) NOR MORE THAN NINE (9) DIRECTORS. ALL DIRECTORS WILL BE APPOINTED BY THE PRESIDENT OF THE UNIVERSITY OF ARIZONA, WITH INPUT FROM THE DEAN OF THE ELLER COLLEGE OF MANAGEMENT AND THE UA VICE PRESIDENT FOR OUTREACH. THE BOARD OF DIRECTORS SHALL BE MADE UP OF TWO (2) CATEGORIES OF DIRECTORS, AS FOLLOWS: * TWO TO THREE (2-3) DIRECTORS, BUT NOT MORE THAN 49% OF THE BOARD, SHALL BE APPOINTED BY THE UNIVERSITY OF ARIZONA PRESIDENT FROM EMPLOYEES OF THE UNIVERSITY OF ARIZONA AND SHALL SERVE AS "UNIVERSITY DIRECTORS; * THREE TO SIX (3-6) DIRECTORS SHALL BE APPOINTED BY THE UNIVERSITY OF ARIZONA PRESIDENT FROM THE BUSINESS, PUBLIC SECTOR, AND/OR NON-PROFIT EXECUTIVE AND MANAGEMENT COMMUNITY ("COMMUNITY DIRECTORS"). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND A DRAFT IS PROVIDED TO THE PRESIDENT AND TREASURER FOR REVIEW PRIOR TO FILING. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS. ALL COVERED PERSONS HAVE THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AND DISINTERESTED PERSONS WILL DETERMINE IF AN ACTUAL CONFLICT EXISTS. THE BOARD WILL HAVE TO DECIDE IF THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THIS IS NOT POSSIBLE, THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD DETERMINES THAT THAT INTERESTED PERSON HAD FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT 1) SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY 2) HAS READ AND UNDERSTANDS THE POLICY 3) HAS AGREED TO COMPLY WITH THE POLICY AND 4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ESTABLISHED A COMPENSATION COMMITTEE TO DEVELOP A COMPENSATION POLICY FOR MANAGEMENT, OFFICERS OF THE ORGANIZATION, AND FOR FACULTY DEVELOPING AND TEACHING IN PROGRAMS, AND THE POLICY WAS APPROVED BY THE BOARD. THE GOAL OF THE COMPENSATION COMMITTEE IS TO ESTABLISH COMPENSATION SYSTEMS AND RATES THAT ARE EQUITABLE WITH PEER BUSINESS SCHOOL EXECUTIVE EDUCATION PROGRAMS, INCENTIVIZING INNOVATION, FAIRNESS, CLARITY AND TRANSPARENCY. THE DEAN AND VICE DEAN OF THE ELLER COLLEGE REVIEW EEE AND RECOMMEND ADJUSTMENTS TO BASE COMPONENT PAY OF EEE OFFICERS PAID THROUGH THE UA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SPEAKERS/CONSULTING: PROGRAM SERVICE EXPENSES 309,680. MANAGEMENT AND GENERAL EXPENSES 575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 310,255. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 203,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,880. UNIVERSITY OF ARIZONA PO BOX 3607 TUCSON AZ 857223607 742652689 PUBLIC UNIVERSITY AZ 115 ARIZONA BOARD OF REGENTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 UNIVERSITY OF ARIZONA P 332074 REIMBURSEMENT