Nonprofit · EIN 94-1007751
CALIFORNIA ALUMNI ASSOCIATION
Tax-exempt · BERKELEY, CA 94720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,746,456 | $16,240,247 | $506,209 | $32,119,257 | $7,626,445 | $24,492,812 |
| December 31, 2023 | 990 | $16,449,488 | $15,003,780 | $1,445,708 | $32,071,330 | $8,313,330 | $23,758,000 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,009,907
- Program service revenue
- $10,328,131
- Investment income
- $2,854,700
- Royalties
- $553,718
- Net gain from sales of assets
- $1,985,369
- Other revenue
- $553,718
Expenses
- Grants and similar amounts paid
- $33,210
- Compensation of officers, directors and key employees
- $1,338,616
- Other salaries and wages
- $5,395,849
- Salaries, compensation and benefits (total)
- $8,186,209
- Professional fundraising fees
- $0
- Legal fees
- $21,111
- Accounting fees
- $68,500
- Occupancy
- $1,084,754
- Travel
- $96,174
- Depreciation
- $623,674
- Program services (functional)
- $11,028,597
- Management and general (functional)
- $4,947,696
- Fundraising (functional)
- $263,954
Balance sheet and other
- Total assets, start of year
- $32,071,330
- Total assets, end of year
- $32,119,257
- Total liabilities, end of year
- $7,626,445
- Net assets, end of year
- $24,492,812
- Land, buildings and equipment
- $11,281,783
- Publicly traded securities
- $14,695,806
- Net assets without donor restrictions
- $16,493,575
- Net assets with donor restrictions
- $7,999,237
- Gross unrelated business income
- $48,872
- Gross receipts
- $19,155,555
- Employees
- 284
- Volunteers
- 4,000
- Year formed
- 1872
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSIE COHEN CRUMPLER | EXECUTIVE DIRECTOR THRU 10/2024 Officer | 37.5 | $495,175 | $26,620 |
| MATT TERWILLIGER | CHIEF REVENUE OFFICER THRU 11/2024 Key employee | 37.5 | $346,333 | $37,394 |
| JENNY ROBLES | SENIOR DIRECTOR, HUMAN RESOURCES Highest-paid employee | 37.5 | $150,479 | $32,743 |
| ANJEANNETTE SCHNETZ | CHIEF OF STAFF / SECR THRU 11/2024 Officer | 37.5 | $151,778 | $27,425 |
| CATHLEEN CONNELLY | GM, LAIR OF THE GOLDEN BEAR Highest-paid employee | 37.5 | $124,323 | $54,220 |
| PATRICK JOSEPH | EDITOR-IN-CHIEF, CALIFORNIA MAGAZINE Highest-paid employee | 37.5 | $122,630 | $37,894 |
| PIERRE-ALAIN SEGUREL | DIRECTOR OF TECHNOLOGY Highest-paid employee | 37.5 | $134,419 | $14,586 |
| MONISHA MERCHANT | CHIEF FINANCIAL OFFICER THRU 7/2024 Officer | 37.5 | $126,692 | $8,981 |
| JOANNA AGUIAR | SENIOR PROGRAM OPERATING OFFICER Highest-paid employee | 37.5 | $114,215 | $4,574 |
| ANDREW TANG | CHIEF FINANCIAL OFFICER START 9/2024 Officer | 37.5 | $51,619 | $8,109 |
| KIRK TRAMBLE | PRESIDENT THRU 6/2024 / INT EXEC DIR START 10/2024 Trustee or director, Officer | 37.5 | $51,085 | $7,405 |
| MARSHA ROBERTS | VP THRU 6/2024 / PRES START 7/2024 Trustee or director, Officer | 1 | $0 | $0 |
| ADEN KUN | VICE PRESIDENT START 7/2024 Trustee or director, Officer | 1 | $0 | $0 |
| JOHN PALMER | VICE PRESIDENT FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| AHMAD ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEMETRIOS BOUTRIS | DIRECTOR THRU 6/2024 Trustee or director | 1 | $0 |
| MORRIS MO BUDAK | DIRECTOR THRU 6/2024 Trustee or director | 1 | $0 |
| CLINT CHAO | DIRECTOR Trustee or director | 1 | $0 |
| PATTI CUDNEY | DIRECTOR Trustee or director | 1 | $0 |
| MONICA GARCIA | DIRECTOR THRU 6/2024 Trustee or director | 1 | $0 |
| GREG GINSBURG | DIRECTOR Trustee or director | 1 | $0 |
| DEIRDRE HENRY | DIRECTOR Trustee or director | 1 | $0 |
| JIM KIRK | DIRECTOR THRU 9/2024 Trustee or director | 1 | $0 |
| LISA LUM | DIRECTOR Trustee or director | 1 | $0 |
| BABAK NIKRAVESH | DIRECTOR Trustee or director | 1 | $0 |
| LADISLAO REDORIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| ALFONSO SALAZAR | DIRECTOR Trustee or director | 1 | $0 |
| MARC SINGER | DIRECTOR Trustee or director | 1 | $0 |
| AMY TONG | DIRECTOR THRU 6/2024 Trustee or director | 1 | $0 |
| ASHLEY WHITTAKER | DIRECTOR Trustee or director | 1 | $0 |
| ART B WONG | DIRECTOR THRU 6/2024 Trustee or director | 1 | $0 |
| GREG YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| ALEX ZWISSLER | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER YU | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSIE COHEN CRUMPLER | EXECUTIVE DIRECTOR Officer | 37.5 | $306,383 | $22,614 |
| MATT TERWILLIGER | CHIEF REVENUE OFFICER Key employee | 37.5 | $231,175 | $35,195 |
| MONISHA MERCHANT | CHIEF FINANCIAL OFFICER Officer | 37.5 | $190,431 | $10,768 |
| MICHAEL YALEY | GENERAL MANAGER PINECREST OPERATIONS Highest-paid employee | 37.5 | $162,936 | -$13,493 |
| JENNY ROBLES | SENIOR DIRECTOR HUMAN RESOURCES Highest-paid employee | 37.5 | $143,059 | $6,233 |
| PIERRE-ALAIN SEGUREL | SENIOR DIRECTOR TECHNOLOGY Highest-paid employee | 37.5 | $133,796 | $13,229 |
| PATRICK JOSEPH | EDITOR-IN-CHIEF Highest-paid employee | 37.5 | $118,724 | $27,866 |
| ANJEANNETTE SCHNETZ | CHIEF OF STAFF / SECRETARY Officer | 37.5 | $132,158 | $13,480 |
| THUAN NGUYEN | STAFF ACCOUNTANT II Highest-paid employee | 37.5 | $136,482 | $5,990 |
| ALFONSO SALAZAR | PRESIDENT THROUGH 6/2023 / DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| KIRK TRAMBLE | PRESIDENT START 6/2023 Trustee or director, Officer | 1 | $0 | $0 |
| DEMETRIOS BOUTRIS | VICE PRES THROUGH 6/2023 / DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| MARSHA ROBERTS | VICE PRESIDENT START 6/2023 Trustee or director, Officer | 1 | $0 | $0 |
| JOHN PALMER | VICE PRESIDENT FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| AHMAD ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MORRIS MO BUDAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLY CASTRO | DIRECTOR THROUGH 6/2023 Trustee or director | 1 | $0 | $0 |
| CLINT CHAO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA GARCIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG GINSBURG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEIRDRE HENRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TALIA KENNEDY | DIRECTOR THROUGH 6/2023 Trustee or director | 1 | $0 | $0 |
| JIM KIRK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADEN KUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA POUCHOT | DIRECTOR THROUGH 6/2023 Trustee or director | 1 | $0 | $0 |
| MARC SINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB SPROUL | DIRECTOR THROUGH 6/2023 Trustee or director | 1 | $0 | $0 |
| AMY TONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ASHLEY WHITTAKER | DIRECTOR START 6/2023 Trustee or director | 1 | $0 | $0 |
| ART B WONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER YU | DIRECTOR START 6/2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 ALUMNI HOUSE, BERKELEY, CA 94720-7521
- Principal officer (990 for 2024)
- KIRK TRAMBLE, 1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA 94720
- Signed the 990
- ANDREW TANG, CHIEF FINANCIAL OFFICER
- Phone
- (510) 900-8225
- Website
- WWW.ALUMNI.BERKELEY.EDU
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1007751 or by the name CALIFORNIA ALUMNI ASSOCIATION.
- 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
TO CULTIVATE A LIFELONG RELATIONSHIP WITH OUR ALMA MATER BY CONNECTING AND INSPIRING ALUMS, STUDENTS, AND THE CAMPUS COMMUNITY THROUGH MEANINGFUL AND INCLUSIVE OPPORTUNITIES. WE FOSTER A CULTURE THAT CELEBRATES DIVERSITY, CREATES A SENSE OF BELONGING, AND ADVANCES EQUITY.
Program accomplishments
- CAL ALUMNI ASSOCIATION (CAA) OWNS AND OPERATES THREE CAMP SITES ON U.S. FOREST SERVICE LEASED LAND IN THE STANISLAUS NATIONAL FOREST IN PINECREST, CA. KNOWN AS LAIR OF THE BEAR (LAIR), CAA PROVIDES YEAR-ROUND, REASONABLY PRICED CAMPING ACCOMMODATIONS, FOOD, AND PROGRAMS TO CAA MEMBERS AND THEIR FRIENDS AND FAMILY. IN ADDITION, K-12 SCHOOL DISTRICTS AND OTHER GROUPS BOOK THE LAIR FOR EDUCATIONAL AND SPECIAL EVENT PURPOSES. OVER 10,000 INDIVIDUALS ENJOY THESE FACILITIES ON AN ANNUAL BASIS.Expenses $6,613,656 · revenue $6,800,645
- CALIFORNIA MAGAZINE IS PUBLISHED ON A QUARTERLY BASIS AND MAILED TO ALL MEMBERS OF THE ASSOCIATION TO KEEP ALUMNI IN TOUCH WITH FELLOW MEMBERS AND WITH THE UNIVERSITY. THE MAGAZINE PROVIDES MEMBERS WITH UNIVERSITY NEWS ITEMS, TOPICAL ISSUES, DISCOVERIES, AND ALUMNI EVENTS.Expenses $434,989 · revenue $48,872
- ALUMNI PROGRAMMING INCLUDES: MEMBER SERVICES AND BENEFITS, CAREER NETWORKING AND SEMINARS, ON- AND OFF-CAMPUS SPECIAL EVENTS, DOMESTIC AND INTERNATIONAL STUDY PROGRAMS THROUGH CAL DISCOVERIES TRAVEL, AND PARTICIPATION IN VOLUNTEER-LED ALUMNI CHAPTERS.Expenses $2,202,362 · revenue $3,023,191
- CAA ADMINISTERS A MENTORSHIP PROGRAM AND TWO SCHOLARSHIP PROGRAMS CREATED BY CAL ALUMNI TO ENABLE STUDENTS TO ENGAGE WITH ALUMNI: THE LEADERSHIP AWARD (TLA) AND THE ACHIEVEMENT AWARD PROGRAM (TAAP). PROGRAMS AND ACTIVITIES INCLUDE THE APPLICATION REVIEW AND SELECTION OF SCHOLARSHIP RECIPIENTS; ADVISING AND PROGRAM SUPPORT FOR UNDERGRADUATES, AND AN ALUMNI MENTORSHIP PROGRAM FOR FIRST GENERATION COLLEGE STUDENTS. SCHOLARSHIP AWARDS ARE DISTRIBUTED DIRECTLY TO RECIPIENTS BY THE UNIVERSITY FINANCIAL AID OFFICE.Expenses $1,777,590 · grants $33,210 · revenue $455,423
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1007751
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B84Z)
- Assets (IRS master file)
- $32,119,257
- Income (IRS master file)
- $19,155,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,746,456 | $16,240,247 | $32,119,257 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $16,449,488 | $15,003,780 | $32,071,330 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $13,210,378 | $14,930,073 | $30,770,344 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-1007751).
Questions about CALIFORNIA ALUMNI ASSOCIATION
- What is the EIN of CALIFORNIA ALUMNI ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA ALUMNI ASSOCIATION is 94-1007751.
- Is CALIFORNIA ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to CALIFORNIA ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA ALUMNI ASSOCIATION 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 CALIFORNIA ALUMNI ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA ALUMNI ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA ALUMNI ASSOCIATION?
- The 990 for the year ended December 31, 2024 names KIRK TRAMBLE.
- Who are the officers and directors of CALIFORNIA ALUMNI ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 34 people; 11 received compensation from the organization, the highest $495,175 (SUSIE COHEN CRUMPLER, EXECUTIVE DIRECTOR THRU 10/2024).
- How much revenue does CALIFORNIA ALUMNI ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,746,456, expenses of $16,240,247 and total assets of $32,119,257 at year end.
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