Nonprofit · EIN 27-0652636
UC BERKELEY MANAGEMENT COMPANY
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,928,330 | $5,928,330 | $0 | $0 | $0 | $0 |
| June 30, 2024 | 990 | $5,533,245 | $5,533,245 | $0 | $0 | $0 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,928,330
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,059,835
- Other salaries and wages
- $2,632,125
- Salaries, compensation and benefits (total)
- $4,236,905
- Professional fundraising fees
- $0
- Legal fees
- $166,792
- Accounting fees
- $35,189
- Occupancy
- $251,979
- Travel
- $134,923
- Program services (functional)
- $5,253,526
- Management and general (functional)
- $674,804
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $5,928,330
- Employees
- 12
- Volunteers
- 6
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David McAuliffe | President & Chief Investment Officer Officer | 40 | $947,222 | $0 | $94,693 |
| Melody Ing | Managing Director Highest-paid employee | 40 | $641,098 | $0 | $58,940 |
| David Bahr | Managing Director Highest-paid employee | 40 | $540,399 | $0 | $48,413 |
| Catherine Nguyen | Managing Director of Operations Highest-paid employee | 40 | $390,275 | $0 | $70,171 |
| Nancy Lubich McKinney | Treasurer Officer | 8 | $0 | $371,264 | $69,651 |
| Katherine Swaim | Associate Highest-paid employee | 40 | $186,193 | $0 | $35,560 |
| Taylor Hanson Rhoads | Senior Operations Analyst Highest-paid employee | 40 | $143,367 | $0 | $40,911 |
| Cyrus Hadidi | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Diana Strandberg | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ben Bisconti | Director Trustee or director | 1 | $0 | $0 | $0 |
| Elizabeth Obershaw | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Jenks | Director Trustee or director | 1 | $0 | $0 | $0 |
| Nadine Tang | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID MCAULIFFE | PRESIDENT & CHIEF INVESTMENT OFFICER Officer | 40 | $1,222,682 | $0 | $97,811 |
| MELODY ING | MANAGING DIRECTOR Highest-paid employee | 40 | $611,750 | $0 | $53,530 |
| DAVID BAHR | MANAGING DIRECTOR Highest-paid employee | 40 | $532,145 | $0 | $58,376 |
| CATHERINE NGUYEN | MANAGING DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $373,082 | $0 | $66,345 |
| STEVEN ALGERT | MANAGING DIRECTOR Highest-paid employee | 40 | $367,497 | $0 | $61,340 |
| LORAINE BINION | TREASURER Officer | 8 | $0 | $227,240 | $41,137 |
| ANNIKA ULRICH | ASSOCIATE Highest-paid employee | 40 | $185,827 | $0 | $46,160 |
| CYRUS HADIDI | CHAIR & DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANA STRANDBERG | SECRETARY & DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NADINE TANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN JENKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN BISCONTI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH OVERSHAW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1995 UNIVERSITY AVENUE 401, BERKELEY, CA 94704-1058
- In care of
- % LORAINE BINION
- Principal officer (990 for 2024)
- David McAuliffe, 1995 University Avenue 401, Berkeley, CA 94704
- Signed the 990
- David McAuliffe, President & CIO
- Phone
- (510) 642-1212
- Website
- WWW.BERKELEYENDOWMENT.ORG
- Return prepared by
- BDO USA
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0652636 or by the name UC BERKELEY MANAGEMENT COMPANY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The primary purpose of Berkeley Endowment Management Company ("BEMCO") is to allocate, invest, and manage the general endowment pool of the University of California, Berkeley Foundation ("UCBF").
Program accomplishments
- BEMCO manages the investment of endowment funds that have been gifted to the University of California, Berkeley Foundation in support of UC Berkeley's mission of teaching, research, and public service.Expenses $5,253,526 · revenue $5,928,330
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0652636
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Income (IRS master file)
- $5,928,330
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,928,330 | $5,928,330 | $0 | IRS |
| 990 | June 2024 | $5,533,245 | $5,533,245 | $0 | IRS |
| 990 | June 2023 | $6,211,382 | $6,211,382 | $0 | IRS |
| 990 | June 2022 | $6,378,466 | $6,378,466 | $0 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0652636).
Questions about UC BERKELEY MANAGEMENT COMPANY
- What is the EIN of UC BERKELEY MANAGEMENT COMPANY?
- The employer identification number (EIN) of UC BERKELEY MANAGEMENT COMPANY is 27-0652636.
- Is UC BERKELEY MANAGEMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to UC BERKELEY MANAGEMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UC BERKELEY MANAGEMENT COMPANY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UC BERKELEY MANAGEMENT COMPANY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UC BERKELEY MANAGEMENT COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UC BERKELEY MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 names David McAuliffe.
- Who are the officers and directors of UC BERKELEY MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 13 people; 6 received compensation from the organization, the highest $947,222 (David McAuliffe, President & Chief Investment Officer).
- How much revenue does UC BERKELEY MANAGEMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,928,330, expenses of $5,928,330 and total assets of $0 at year end.
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