{"success":true,"data":{"_id":941007751,"filings":[{"Organization":{"value":null,"Person":["JASON SHERR","ERNIE BUMATAY","ERIKA M BOYD","MARYA STARK","CARRIE YOUNG","BETTY YEE","CYNTHIA SCHROEDER","PHILLIP LITTS","AMY SHIN","JASON MORIMOTO","JOYCE HICKS","ALISON MARK","ED WEISS","GLENN BAITY","CARL JACOBS","ERIC MART","VELVETH SCHMITZ","AYAN AGARWAL","NINA D'AMATO","TED BARTLETT","RAPHAEL HAAS","NICOLE JONES","PHILIP CUNLIFFE","JEFFERSON COOMBS","SUSAN CRUMPLER","MICHAEL YALEY","DEBRA GORE-MANN"],"Title":["VICE PRESIDENT FINANCE","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","DIRECTOR","DIRECTOR","VICE PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHIEF FINANCIAL OFFICER UNTIL 09/2013","EXECUTIVE DIRECTOR/SEC./TREASURER","CHIEF MARKETING OFFICER","DIRECTOR, LAIR OF THE GOLD","CHIEF DEVELOPMENT OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,124524,242616,153199,134233,127336],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,108852,219483,132797,112649,127336],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15672,23133,20402,21584,0]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2013,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFFERSON COOMBS","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":22,"Number of independent voting members":22,"Number of employees total":281,"Total Gross UBI":824352,"Net unrelated business taxable income":-90158,"Number of employees":281,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13034330,"Contributions":{"value":2833631,"Other contributions":1107756,"Contributions from gifts and grants":0,"Fundraising revenue":19400,"Dues":1706475,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6615627,"Total revenue":{"value":6615627,"SUMMER CAMPS/CHALET":5448047,"TRAVEL PROGRAM":817259,"PUBLICATIONS/ADVERTISING":257119,"SPECIAL EVENTS":93202},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1614190,"Investment income total":404062,"Net investment gain":1210128,"Income from invest bond proceeds":0},"Other revenues":{"value":1970882,"Other total":392930,"Royalties revenue":1594395,"Net rental income":0,"Net income from fundraising events":-16443,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":13582078,"Grant expense":{"value":178240,"Grants to domestic orgs":78240,"Grants to domestic individuals":100000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6546715,"Current officers":781907,"Disqualified persons":0,"Other salaries and wages":4093817,"Pension plan contributions":0,"Other employee benefits":1314566,"Payroll taxes":356425},"Other expenses":{"value":6857123,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":167365,"Other services":1433052,"Advertising":33494,"Office expenses":1540268,"Information technology":0,"Royalties":0,"Occupancy":616383,"Travel":169629,"Conferences and meetings":0,"Interest":316407,"Payments to affiliates":0,"Depreciation and depletion":787444,"Insurance":172190,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1567652,"PROGRAM EXPENSES":852165,"EVENTS":243085,"REPAIRS & MAINTENANCE":238766,"FEES AND SERVICE CHARGE":233636},"All other expenses":53239},"Functional Expenses":{"value":null,"Program Service Expenses":10541190,"Management And General Expenses":2077132,"Fundraising Expenses":963756}},"Assets":{"value":38703124,"Non-interest bearing cash":789286,"Savings and temp cash investments":697547,"Pledges and grants receivable":21574,"Accounts receivable":421482,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":42561,"Prepaid expenses deferred charges":538290,"Land, building, equipment":14104728,"Investments publicly traded":14654665,"Investments other":7412236,"Investments program related":0,"Intangible assets":0,"Other assets":20755},"Liabilities":{"value":13521624,"Sum of Total Liabilities":0,"Accounts payable, accrued":1117567,"Grants payable":0,"Deferred, revenue":1996096,"Tax exempt bond liabilities":7295000,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1000000,"Unsecured notes loans payable":0,"Other liabilities":2112961},"Fund balance":{"value":25181500,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":18443093,"Temporarily restricted net assets":5642429,"Permanently restricted net assets":1095978},"Ratings":{"Program Expense Ratio":{"score":0.7761102535267431,"percentile":0.5980885421282012},"Fundraising Efficiency":{"score":2.9401954436600137,"percentile":0.11237263548186102},"Operating Margin":{"score":-0.04202348720647705,"percentile":0.29797200917361827},"Liabilities to Assets Ratio":{"score":0.34936776679835974,"percentile":0.18227074740304114},"Operating Reserve Ratio":{"score":2.8495730918346958,"percentile":0.7011688353418849},"Officer Compensation Ratio":{"score":0.05756909951481651,"percentile":0.7205920059466279},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5262214634477861,"percentile":0.39012411649267664}},"source_xml":"201443219349308814_public.xml"},{"Organization":{"value":null,"Person":["JASON SHERR","ERNIE BUMATAY","ERIKA M BOYD","MARYA STARK","CARRIE YOUNG","BETTY YEE","CYNTHIA SCHROEDER","PHILLIP LITTS","AMY SHIN","JASON MORIMOTO","JOYCE HICKS","ALISON MARK","ED WEISS","GLENN BAITY","CARL JACOBS","ERIC MART","VELVETH SCHMITZ","AYAN AGARWAL","NINA D'AMATO","TED BARTLETT","RAPHAEL HAAS","NICOLE JONES","VIRG CRISTOBAL","GREG GINSBURG","AMANDA POUCHOT","ROBERTO GUZMAN-VELAZQUEZ","JEFFERSON COOMBS","SUSIE CRUMPLER","MIKE YALEY","DEBRA GORE-MANN","KELLY ELLIOTT","MATTHEW TERWILLIGER"],"Title":["VICE PRESIDENT FINANCE","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","DIRECTOR","DIRECTOR","VICE PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR/SEC./TR","CHIEF MARKETING OFFICER","DIRECTOR, LAIR OF THE GOLD","CHIEF DEVELOPMENT OFFICER","CHIEF OPERATING OFFICER","SR. DIRECTOR OF BUSINESS DEVELOPMENT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,285275,177601,150053,162947,163940,150462],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,218672,136093,114983,124863,125624,115297],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,66603,41508,35070,38084,38316,35165]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2014,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFFERSON COOMBS","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":22,"Number of independent voting members":22,"Number of employees total":311,"Total Gross UBI":745942,"Net unrelated business taxable income":-49249,"Number of employees":311,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13482718,"Contributions":{"value":2628834,"Other contributions":1063584,"Contributions from gifts and grants":0,"Fundraising revenue":62000,"Dues":1503250,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7284213,"Total revenue":{"value":7284213,"SUMMER CAMPS/CHALET":5921009,"TRAVEL PROGRAM":950034,"PUBLICATIONS/ADVERTISING":216239,"SPECIAL EVENTS":196931},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1881339,"Investment income total":567674,"Net investment gain":1313665,"Income from invest bond proceeds":0},"Other revenues":{"value":1688332,"Other total":313516,"Royalties revenue":1497674,"Net rental income":0,"Net income from fundraising events":-122858,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":13957314,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6584614,"Current officers":285275,"Disqualified persons":0,"Other salaries and wages":4736676,"Pension plan contributions":0,"Other employee benefits":1198221,"Payroll taxes":364442},"Other expenses":{"value":7372700,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":226246,"Other services":1706683,"Advertising":29603,"Office expenses":2610325,"Information technology":0,"Royalties":0,"Occupancy":687940,"Travel":162147,"Conferences and meetings":0,"Interest":261968,"Payments to affiliates":0,"Depreciation and depletion":761601,"Insurance":173964,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":895950,"EVENTS":349200,"REPAIRS & MAINTENANCE":297260,"FEES AND SERVICE CHARGE":192251,"MISCELLANEOUS EXPENSE":57239},"All other expenses":-143727},"Functional Expenses":{"value":null,"Program Service Expenses":10550314,"Management And General Expenses":2731808,"Fundraising Expenses":675192}},"Assets":{"value":37287191,"Non-interest bearing cash":473390,"Savings and temp cash investments":514659,"Pledges and grants receivable":0,"Accounts receivable":543542,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":33903,"Prepaid expenses deferred charges":428937,"Land, building, equipment":13324597,"Investments publicly traded":14188960,"Investments other":7759448,"Investments program related":0,"Intangible assets":0,"Other assets":19755},"Liabilities":{"value":13051633,"Sum of Total Liabilities":0,"Accounts payable, accrued":1251462,"Grants payable":0,"Deferred, revenue":1267139,"Tax exempt bond liabilities":7095000,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1000000,"Unsecured notes loans payable":0,"Other liabilities":2438032},"Fund balance":{"value":24235558,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":17312237,"Temporarily restricted net assets":5847343,"Permanently restricted net assets":1075978},"Ratings":{"Program Expense Ratio":{"score":0.7558985919497118,"percentile":0.5787034873885268},"Fundraising Efficiency":{"score":3.893461415419614,"percentile":0.15397413779033542},"Operating Margin":{"score":-0.035200320884854225,"percentile":0.3096153222984426},"Liabilities to Assets Ratio":{"score":0.3500299338719294,"percentile":0.18202842193063962},"Operating Reserve Ratio":{"score":2.671516238726162,"percentile":0.6867461868911874},"Officer Compensation Ratio":{"score":0.07811517316297391,"percentile":0.6318057656307767},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5208809735811692,"percentile":0.3758184123096171}},"source_xml":"201523209349308442_public.xml"},{"Organization":{"value":null,"Person":["ERIC MART","AMANDA POUCHOT","DEMETRIOS BOUTRIS","REHAN RYAN WALIANY","KIRAN RAO","MORRIS BUDAK","SANGEETA CHAKROBORTY","ALLARD CHU","DIANE DWYER","EMILY HOU","TALIA KENNEDY","JOY KOVALESKI","CAROL LIU","CATHERINE MCKEE","DIONICIA RAMOS LEDESMA","ALEX RANDOLPH","MARSHA ROBERTS","ALFONSO SALAZAR","DANIELLE SILVEIRA","GARY SLAVIT","ROBERT G SPROUL","MICHAEL STECKLER","PRENTICE TOM","KIRK TRAMBLE","ESPERANZA VIELMA","CLOTHILDE HEWLETT","ANN NGOC TUYET TRUONG","SUSAN COHEN CRUMPLER","MATTHEW S TERWILLIGER","MICHAEL YALEY","PIERRE-ALAIN SEGUREL","JENNY ROBLES","ANH PHUONG TRAN","PATRICK JOSEPH"],"Title":["PRESIDENT THROUGH 6/2019","VICE PRESIDENT THROUGH 6/2019 / PRESIDENT EFFECTIV","VICE PRESIDENT EFFECTIVE 7/2019","VP FINANCE THROUGH 6/2019 / DIRECTOR","VP FINANCE EFFECTIVE 7/2019","DIRECTOR EFFECTIVE 7/2019","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR EFFECTIVE 7/2019","DIRECTOR EFFECTIVE 7/2019","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2019","DIRECTOR","DIRECTOR THROUGH 6/2019","DIRECTOR EFFECTIVE 7/2019","DIRECTOR EFFECTIVE 7/2019","DIRECTOR","DIRECTOR THROUGH 6/2019","DIRECTOR","DIRECTOR THROUGH 6/2019","DIRECTOR THROUGH 6/2019","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR/SECRETARY-TREAS.","CHIEF FINANCIAL OFFICER","CHIEF OPERATING OFFICER","CHIEF REVENUE OFFICER","GENERAL MANAGER","IT DIRECTOR","HR DIRECTOR","CHIEF PROGRAM OFFICER","EDITOR-IN-CHIEF"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,256726,134965,244132,242497,139982,134222,153419,117843,151035],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,249718,120139,195748,189094,136117,116572,111645,103168,101459],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,7008,14826,48384,53403,3865,17650,41774,14675,49576]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2019,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CLOTHILDE HEWLETT","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":1000,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":19,"Number of independent voting members":19,"Number of employees total":326,"Total Gross UBI":973721,"Net unrelated business taxable income":68829,"Number of employees":326,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":17617972,"Contributions":{"value":4764193,"Other contributions":3324967,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":1439226,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9496238,"Total revenue":{"value":9495173,"SUMMER CAMPS/CHALET":6747293,"TRAVEL PROGRAM":2071238,"RESERVATION REVENUE":354455,"SPECIAL EVENTS":173003,"PUBLICATIONS/ADVERTISING":149184},"Total other revenue":1065,"Unrelated business revenue":0},"Investment income":{"value":904523,"Investment income total":673947,"Net investment gain":230576,"Income from invest bond proceeds":0},"Other revenues":{"value":2453018,"Other total":889276,"Royalties revenue":1563742,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16146767,"Grant expense":{"value":268450,"Grants to domestic orgs":0,"Grants to domestic individuals":268450,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7527429,"Current officers":999456,"Disqualified persons":0,"Other salaries and wages":5041724,"Pension plan contributions":104778,"Other employee benefits":956954,"Payroll taxes":424517},"Other expenses":{"value":8350888,"Management services":0,"Legal":47373,"Accounting":72000,"Lobbying services":0,"Investment management fees":133204,"Other services":1255665,"Advertising":49298,"Office expenses":49360,"Information technology":35704,"Royalties":0,"Occupancy":739450,"Travel":232827,"Conferences and meetings":48858,"Interest":10604,"Payments to affiliates":0,"Depreciation and depletion":680834,"Insurance":218478,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3631479,"PROGRAM EXPENSES":2961567,"FEES AND SERVICE CHARGE":330665,"BOND AMORTIZATION":303247,"UBI TAX PAYMENTS":36000},"All other expenses":1145754},"Functional Expenses":{"value":null,"Program Service Expenses":12088992,"Management And General Expenses":3756454,"Fundraising Expenses":301321}},"Assets":{"value":40813758,"Non-interest bearing cash":1168592,"Savings and temp cash investments":1796016,"Pledges and grants receivable":0,"Accounts receivable":199038,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1400000,"Inventories for sale or use":46182,"Prepaid expenses deferred charges":112360,"Land, building, equipment":9062124,"Investments publicly traded":15970363,"Investments other":10927456,"Investments program related":0,"Intangible assets":0,"Other assets":131627},"Liabilities":{"value":10832675,"Sum of Total Liabilities":0,"Accounts payable, accrued":793143,"Grants payable":0,"Deferred, revenue":1950900,"Tax exempt bond liabilities":5705252,"Escrow account liability":214717,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2168663},"Fund balance":{"value":29981083,"Net assets without donor restriction":20759784,"Net assets with donor restriction":9221299,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7486942742160086,"percentile":0.5718938557837159},"Fundraising Efficiency":{"score":15.811022132543036,"percentile":0.5350418635998375},"Operating Margin":{"score":0.08350592224803173,"percentile":0.5936222850526802},"Liabilities to Assets Ratio":{"score":0.2654172399414923,"percentile":0.2171238281115574},"Operating Reserve Ratio":{"score":2.5276736822919412,"percentile":0.6739267285726152},"Officer Compensation Ratio":{"score":0.09753166067238105,"percentile":0.5602909237248278},"Program Expense Growth":{"score":0.03515497008226618,"percentile":0.4712146776223842},"Revenue Growth":{"score":0.05069651065914509,"percentile":0.609239579142579},"Asset Growth":{"score":0.00530154353589019,"percentile":0.34217022580573714},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5905909594321349,"percentile":0.5777735425466409}},"source_xml":"202032819349301763_public.xml"},{"Organization":{"value":null,"Person":["ERIC MART","JASON MORIMOTO","AMANDA POUCHOT","ERNIE BUMATAY","AMY SHIN","GREG GINSBURG","TED BARTLETT","BRANDON BEROOKHIM","DEMETRIOS BOUTRIS","SANGEETA CHAKRABORTY","VIRG CRISTOBAL","DIANE DWYER","RAPHAEL HAAS","NICOLE JONES","JOY KOVALESKI","CAROL LIU","CATHERINE LYNCH MCKEE","MICHAEL PHAM","DIONICIA RAMOS LEDESMA","ALEXANDER RANDOLPH","DANIELLE SILVEIRA","GARY SLAVIT","PRENTICE TOM","ESPERANZA VIELMA","REHAN RYAN WALIANY","CLOTHILDE HEWLETT","SHERRY JACOBS","MATTHEW TERWILLIGER","SUSAN CRUMPLER","WENDY MILLER","MIKE YALEY"],"Title":["PRESIDENT","PRESIDENT THROUGH 6/2017","VICE PRESIDENT","VICE PRESIDENT THROUGH 6/2017","VICE PRESIDENT-FINANCE","VICE PRESIDENT-FINANCE THROUGH 6/2017","DIRECTOR THROUGH 6/2017","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2017","DIRECTOR THROUGH 6/2017","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2017","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR/SECRETARY-TREAS.","CONTROLLER","CHIEF REVENUE OFFICER","CHIEF OPERATING OFFICER","EDITOR-IN-CHIEF","GENERAL MANAGER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,239814,114211,180908,186873,120234,111052],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,210666,88863,154263,166865,100211,103018],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,29148,25348,26645,20008,20023,8034]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2017,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CLOTHILDE HEWLETT","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":1032,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":319,"Total Gross UBI":887001,"Net unrelated business taxable income":-26287,"Number of employees":319,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":15259088,"Contributions":{"value":3129380,"Other contributions":1589471,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":1539909,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9019477,"Total revenue":{"value":9017348,"SUMMER CAMPS/CHALET":6202803,"TRAVEL PROGRAM":2188135,"RESERVATION REVENUE":403361,"PUBLICATIONS/ADVERTISING":165570,"SPECIAL EVENTS":57479},"Total other revenue":2129,"Unrelated business revenue":0},"Investment income":{"value":1570314,"Investment income total":590019,"Net investment gain":980295,"Income from invest bond proceeds":0},"Other revenues":{"value":1539917,"Other total":0,"Royalties revenue":1539917,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":15421378,"Grant expense":{"value":375000,"Grants to domestic orgs":0,"Grants to domestic individuals":375000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":99030,"Fundraising professional":99030,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6832437,"Current officers":721806,"Disqualified persons":0,"Other salaries and wages":4661643,"Pension plan contributions":117130,"Other employee benefits":950708,"Payroll taxes":381150},"Other expenses":{"value":8114911,"Management services":0,"Legal":18000,"Accounting":0,"Lobbying services":0,"Investment management fees":164315,"Other services":1331747,"Advertising":48782,"Office expenses":106359,"Information technology":38793,"Royalties":0,"Occupancy":786450,"Travel":147466,"Conferences and meetings":28921,"Interest":4940,"Payments to affiliates":0,"Depreciation and depletion":735118,"Insurance":165416,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3939422,"PROGRAM EXPENSES":3331209,"BOND AMORTIZATION":302037,"FEES AND SERVICE CHARGE":263028,"UBI TAX EXPENSE":43148},"All other expenses":599182},"Functional Expenses":{"value":null,"Program Service Expenses":12002604,"Management And General Expenses":2868024,"Fundraising Expenses":550750}},"Assets":{"value":37732310,"Non-interest bearing cash":758986,"Savings and temp cash investments":746052,"Pledges and grants receivable":15000,"Accounts receivable":435677,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":33418,"Prepaid expenses deferred charges":147855,"Land, building, equipment":11643022,"Investments publicly traded":15286457,"Investments other":8649088,"Investments program related":0,"Intangible assets":6917,"Other assets":9838},"Liabilities":{"value":11152698,"Sum of Total Liabilities":0,"Accounts payable, accrued":852562,"Grants payable":0,"Deferred, revenue":1952480,"Tax exempt bond liabilities":6180952,"Escrow account liability":189597,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1977107},"Fund balance":{"value":26579612,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":18733953,"Temporarily restricted net assets":6669681,"Permanently restricted net assets":1175978},"Ratings":{"Program Expense Ratio":{"score":0.7783094351231129,"percentile":0.6003447914736613},"Fundraising Efficiency":{"score":5.68203359055833,"percentile":0.2352867759795775},"Operating Margin":{"score":-0.010635629075603994,"percentile":0.3588710408812152},"Liabilities to Assets Ratio":{"score":0.29557421742798146,"percentile":0.20365376831472567},"Operating Reserve Ratio":{"score":2.446753461331406,"percentile":0.6662947513458775},"Officer Compensation Ratio":{"score":0.06180329669631339,"percentile":0.7010530161212417},"Program Expense Growth":{"score":0.023760399160130355,"percentile":0.42155233800142417},"Revenue Growth":{"score":0.030167540580517207,"percentile":0.5154971469974532},"Asset Growth":{"score":-0.006250874614480492,"percentile":0.294180233580154},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5236333725905324,"percentile":0.38311945304989636}},"source_xml":"201823189349311117_public.xml"},{"Organization":{"value":null,"Person":["ALFONSO SALAZAR","KIRK TRAMBLE","DEMETRIOS BOUTRIS","MARSHA ROBERTS","JOHN PALMER","AHMAD ANDERSON","MORRIS MO BUDAK","LESLY CASTRO","CLINT CHAO","MONICA GARCIA","GREG GINSBURG","DEIRDRE HENRY","TALIA KENNEDY","JIM KIRK","ADEN KUN","AMANDA POUCHOT","MARC SINGER","BOB SPROUL","AMY TONG","ASHLEY WHITTAKER","ART B WONG","CHRISTOPHER YU","SUSIE COHEN CRUMPLER","MONISHA MERCHANT","ANJEANNETTE SCHNETZ","MATT TERWILLIGER","PATRICK JOSEPH","THUAN NGUYEN","JENNY ROBLES","PIERRE-ALAIN SEGUREL","MICHAEL YALEY"],"Title":["PRESIDENT THROUGH 6/2023 / DIRECTOR","PRESIDENT START 6/2023","VICE PRES THROUGH 6/2023 / DIRECTOR","VICE PRESIDENT START 6/2023","VICE PRESIDENT FINANCE","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2023","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2023","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2023","DIRECTOR","DIRECTOR THROUGH 6/2023","DIRECTOR","DIRECTOR START 6/2023","DIRECTOR","DIRECTOR START 6/2023","EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER","CHIEF OF STAFF / SECRETARY","CHIEF REVENUE OFFICER","EDITOR-IN-CHIEF","STAFF ACCOUNTANT II","SENIOR DIRECTOR HUMAN RESOURCES","SENIOR DIRECTOR TECHNOLOGY","GENERAL MANAGER PINECREST OPERATIONS"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,328997,201199,145638,266370,146590,142472,149292,147025,149443],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,306383,190431,132158,231175,118724,136482,143059,133796,162936],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,22614,10768,13480,35195,27866,5990,6233,13229,-13493]},"Basic":{"value":null,"mission":"To cultivate a lifelong relationship with our alma mater by connecting and inspiring alumni, 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.","year":2023,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KIRK TRAMBLE","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":4124,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":121,"Total Gross UBI":78511,"Net unrelated business taxable income":0,"Number of employees":121,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16449488,"Contributions":{"value":3004976,"Other contributions":1348577,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1656399,"Related organizations":0},"Program revenue":{"value":10444354,"Total revenue":{"value":10444354,"LAIR OF THE GOLDEN BEAR CAMP REV":6453968,"TRAVEL PROGRAM":2173641,"MEMBERSHIP DUES":1262582,"OTHER OPERATING REVENUE":475652,"PUBLICATIONS/ADVERTISING":78511},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2253073,"Investment income total":827372,"Net investment gain":1425701,"Income from invest bond proceeds":0},"Other revenues":{"value":747085,"Other total":0,"Royalties revenue":747085,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":15003780,"Grant expense":{"value":58579,"Grants to domestic orgs":0,"Grants to domestic individuals":58579,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7534347,"Current officers":958291,"Disqualified persons":0,"Other salaries and wages":5215460,"Pension plan contributions":106741,"Other employee benefits":815529,"Payroll taxes":438326},"Other expenses":{"value":7410854,"Management services":0,"Legal":9781,"Accounting":73639,"Lobbying services":0,"Investment management fees":70785,"Other services":1398305,"Advertising":19259,"Office expenses":232206,"Information technology":198393,"Royalties":0,"Occupancy":534624,"Travel":49900,"Conferences and meetings":64766,"Interest":284510,"Payments to affiliates":0,"Depreciation and depletion":635097,"Insurance":656295,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2852338,"PROG SUPPLIES & MATERIA":2299329,"FEES & SERVICE CHARGES":335032,"REPAIRS & MAINTENANCE":131324,"EQUIP RENTAL & MAINTENA":86653},"All other expenses":330956},"Functional Expenses":{"value":null,"Program Service Expenses":11227123,"Management And General Expenses":3595838,"Fundraising Expenses":180819}},"Assets":{"value":32071330,"Non-interest bearing cash":815107,"Savings and temp cash investments":1120653,"Pledges and grants receivable":143145,"Accounts receivable":1580183,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1310820,"Inventories for sale or use":0,"Prepaid expenses deferred charges":6105,"Land, building, equipment":9636884,"Investments publicly traded":15771618,"Investments other":1686815,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":8313330,"Sum of Total Liabilities":0,"Accounts payable, accrued":1043862,"Grants payable":0,"Deferred, revenue":1618798,"Tax exempt bond liabilities":4593851,"Escrow account liability":235190,"Loans from officers, directors":0,"Secured mortgages and notes payable":140780,"Unsecured notes loans payable":0,"Other liabilities":680849},"Fund balance":{"value":23758000,"Net assets without donor restriction":17040438,"Net assets with donor restriction":6717562,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7482862985194397,"percentile":0.5715412098313906},"Fundraising Efficiency":{"score":16.618696044110408,"percentile":0.5486814958184404},"Operating Margin":{"score":0.08788772027433316,"percentile":0.6017381613918498},"Liabilities to Assets Ratio":{"score":0.2592137588307064,"percentile":0.22001678047565437},"Operating Reserve Ratio":{"score":2.137550004065642,"percentile":0.6332344365967909},"Officer Compensation Ratio":{"score":0.1117735663946019,"percentile":0.5144062627133834},"Program Expense Growth":{"score":0.004301204543281518,"percentile":0.34032447272967203},"Revenue Growth":{"score":-0.0012802469726992303,"percentile":0.363841884781868},"Asset Growth":{"score":-0.013822130646212866,"percentile":0.2669170666253227},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5524164485884819,"percentile":0.464443823603112}},"source_xml":"202413209349317286_public.xml"},{"Organization":{"value":null,"Person":["ALFONSO SALAZAR","DEMETRIOS BOUTRIS","ANNE CHAMBERS","JOHN PALMER","AHMAD ANDERSON","MORRIS MO BUDAK","LESLY CASTRO","ALLARD CHU","DEIRDRE HENRY","JUSTIN HOGENAUER","TALIA KENNEDY","AMANDA POUCHOT","MARSHA ROBERTS","MARC SINGER","BOB SPROUL","AMY TONG","KIRK TRAMBLE","ART B WONG","SUSIE COHEN CRUMPLER","ANJEANNETTE SCHNETZ","MONISHA MERCHANT","ANN TRUONG","MATT TERWILLIGER","JENNY ROBLES","MICHAEL YALEY","PATRICK JOSEPH","PIERRE-ALAIN SEGUREL","JOANNA AGUIAR"],"Title":["PRESIDENT","VICE PRESIDENT","VP FINANCE (THRU 6/2022)","VP FINANCE (START 6/2022)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR (THRU 6/2022)","DIRECTOR","DIRECTOR (THRU 6/2022)","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR","CHIEF OF STAFF / SECRETARY","CFO (START 8/2022)","CFO (THRU 1/2022)","CHIEF REVENUE OFFICER","SENIOR DIRECTOR OF HUMAN RESOURCES","GENERAL MANAGER PINECREST OPERATIONS","EDITOR-IN-CHIEF","SENIOR DIRECTOR OF INFORMATION TECH","SENIOR PROGRAM OPERATING OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,332745,149267,57831,46296,254817,165186,144690,140648,136247,104109],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,305477,126354,53671,44391,224568,141744,143616,111485,126483,102253],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,27268,22913,4160,1905,30249,23442,1074,29163,9764,1856]},"Basic":{"value":null,"mission":"To cultivate a lifelong relationship with our alma mater by connecting and inspiring alumni, 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.","year":2022,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"SUSIE COHEN CRUMPLER","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":3500,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":276,"Total Gross UBI":53393,"Net unrelated business taxable income":0,"Number of employees":276,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13210378,"Contributions":{"value":1599819,"Other contributions":1110450,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":489369,"Related organizations":0},"Program revenue":{"value":8985446,"Total revenue":{"value":8985446,"LAIR OF THE GOLDEN BEAR CAMP REV":5548565,"TRAVEL PROGRAM":1752708,"MEMBERSHIP DUES":1298620,"OTHER OPERATING REVENUE":332160,"PUBLICATIONS/ADVERTISING":53393},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1898917,"Investment income total":356099,"Net investment gain":1542818,"Income from invest bond proceeds":0},"Other revenues":{"value":726196,"Other total":0,"Royalties revenue":726196,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":14930073,"Grant expense":{"value":113977,"Grants to domestic orgs":0,"Grants to domestic individuals":113977,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7587005,"Current officers":840955,"Disqualified persons":0,"Other salaries and wages":5128276,"Pension plan contributions":136048,"Other employee benefits":1044600,"Payroll taxes":437126},"Other expenses":{"value":7229091,"Management services":0,"Legal":18077,"Accounting":34953,"Lobbying services":0,"Investment management fees":84991,"Other services":1180624,"Advertising":25940,"Office expenses":962343,"Information technology":20510,"Royalties":0,"Occupancy":609955,"Travel":51469,"Conferences and meetings":96958,"Interest":245822,"Payments to affiliates":0,"Depreciation and depletion":630604,"Insurance":354238,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2561898,"PROGRAM EXPENSES":2370205,"REPAIRS AND MAINTENANCE":186810,"BOND ISSUANCE COSTS":4883},"All other expenses":350709},"Functional Expenses":{"value":null,"Program Service Expenses":10836617,"Management And General Expenses":3915448,"Fundraising Expenses":178008}},"Assets":{"value":30770344,"Non-interest bearing cash":688259,"Savings and temp cash investments":1556663,"Pledges and grants receivable":143145,"Accounts receivable":617220,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1334810,"Inventories for sale or use":0,"Prepaid expenses deferred charges":75054,"Land, building, equipment":9057004,"Investments publicly traded":15757027,"Investments other":1541162,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":8927828,"Sum of Total Liabilities":0,"Accounts payable, accrued":1106902,"Grants payable":0,"Deferred, revenue":1675158,"Tax exempt bond liabilities":4884435,"Escrow account liability":215491,"Loans from officers, directors":0,"Secured mortgages and notes payable":144544,"Unsecured notes loans payable":0,"Other liabilities":901298},"Fund balance":{"value":21842516,"Net assets without donor restriction":15036561,"Net assets with donor restriction":6805955,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7258247833081594,"percentile":0.5539930961146512},"Fundraising Efficiency":{"score":8.987343265471214,"percentile":0.3664651491891778},"Operating Margin":{"score":-0.1301775770534348,"percentile":0.19594149117967571},"Liabilities to Assets Ratio":{"score":0.2901439125932424,"percentile":0.2060106549465532},"Operating Reserve Ratio":{"score":2.06096406896336,"percentile":0.6239079239789187},"Officer Compensation Ratio":{"score":0.10260070396172878,"percentile":0.5434419820399727},"Program Expense Growth":{"score":0.0024072345077126574,"percentile":0.3332370752038773},"Revenue Growth":{"score":-0.020579012482211712,"percentile":0.2945999147220867},"Asset Growth":{"score":-0.009519955284376186,"percentile":0.2821213364146901},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46373555515563175,"percentile":0.23918447846894927}},"source_xml":"202313199349324211_public.xml"},{"Organization":{"value":null,"Person":["JASON MORIMOTO","ERIC MART","JASON SHERR","JEFFERSON COOMBS","CYNTHIA SCHROEDER","TED BARTLETT","ERIKA M BOYD","ERNIE BUMATAY","VIRG CRISTOBAL","NINA D'AMATO","GREG GINSBURG","RAPHAEL HAAS","CARL JACOBS","NICOLE JONES","PHILLIP LITTS","CATHERINE MCKEE","ALEXANDRA MORALES","AMANDA POUCHOT","ALEX RANDOLPH","VELVETH SCHMITZ","GARY SLAVIT","JOHNATHAN STEIN","PRENTICE TOM","CARRIE YOUNG","CINDY LEUNG","SUSAN CRUMPLER","MATTHEW TERWILLIGER","MICHAEL YALEY","DEBRA GORE-MANN","KELLY ELLIOTT"],"Title":["PRESIDENT","VICE PRESIDENT","VICE PRESIDENT FINANCE","EXECUTIVE DIRECTOR/SECRETARY-TREASURER","UC REGENT DESIGNATED DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","INTERIM EXECUTIVE DIRECTOR","CHIEF MARKETING OFFICER","SR. DIRECTOR OF BUSINESS D","DIRECTOR, LAIR OF THE GOLD","CHIEF DEVELOPMENT OFFICER","CHIEF OPERATING OFFICER"],"Hours":[1.0,1.0,1.0,37.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,224214,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,54657,159607,133731,137430,115000,121120],"Direct compensation":[0,0,0,195744,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,49703,125559,100222,106980,115000,115000],"Other compensation":[0,0,0,28470,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,4954,34048,33509,30450,0,6120]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2015,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEFFERSON COOMBS","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":23,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":23,"Number of employees total":320,"Total Gross UBI":818140,"Net unrelated business taxable income":0,"Number of employees":320,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13725519,"Contributions":{"value":2825170,"Other contributions":1353111,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":1472059,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7288900,"Total revenue":{"value":7288900,"SUMMER CAMPS/CHALET":5980081,"TRAVEL PROGRAM":1048955,"PUBLICATIONS/ADVERTISING":180690,"SPECIAL EVENTS":79174},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1942555,"Investment income total":467058,"Net investment gain":1475497,"Income from invest bond proceeds":0},"Other revenues":{"value":1668894,"Other total":400142,"Royalties revenue":1254632,"Net rental income":0,"Net income from fundraising events":14120,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":12592938,"Grant expense":{"value":170500,"Grants to domestic orgs":0,"Grants to domestic individuals":170500,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":185740,"Fundraising professional":185740,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5605351,"Current officers":278870,"Disqualified persons":0,"Other salaries and wages":4163904,"Pension plan contributions":0,"Other employee benefits":843659,"Payroll taxes":318918},"Other expenses":{"value":6631347,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":193043,"Other services":1206808,"Advertising":41810,"Office expenses":1983448,"Information technology":2555,"Royalties":0,"Occupancy":812732,"Travel":116423,"Conferences and meetings":184773,"Interest":262131,"Payments to affiliates":0,"Depreciation and depletion":763366,"Insurance":170206,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":891247,"PROGRAM EXPENSES":366227,"FEES AND SERVICE CHARGE":303865,"REPAIRS & MAINTENANCE":206505,"BOND AMORTIZATION":14650},"All other expenses":2805},"Functional Expenses":{"value":null,"Program Service Expenses":9465520,"Management And General Expenses":2527021,"Fundraising Expenses":600397}},"Assets":{"value":36028485,"Non-interest bearing cash":316462,"Savings and temp cash investments":702460,"Pledges and grants receivable":30000,"Accounts receivable":659914,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":49943,"Prepaid expenses deferred charges":507239,"Land, building, equipment":12719415,"Investments publicly traded":12836830,"Investments other":8187467,"Investments program related":0,"Intangible assets":0,"Other assets":18755},"Liabilities":{"value":12256680,"Sum of Total Liabilities":0,"Accounts payable, accrued":768836,"Grants payable":0,"Deferred, revenue":1719002,"Tax exempt bond liabilities":6885000,"Escrow account liability":210842,"Loans from officers, directors":0,"Secured mortgages and notes payable":200000,"Unsecured notes loans payable":0,"Other liabilities":2473000},"Fund balance":{"value":23771805,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":16991251,"Temporarily restricted net assets":5604576,"Permanently restricted net assets":1175978},"Ratings":{"Program Expense Ratio":{"score":0.7516530296583689,"percentile":0.5748652654813788},"Fundraising Efficiency":{"score":4.70550319205459,"percentile":0.1910441370318847},"Operating Margin":{"score":0.082516442547637,"percentile":0.5917464745503017},"Liabilities to Assets Ratio":{"score":0.3401941547084203,"percentile":0.18571738172140806},"Operating Reserve Ratio":{"score":2.861007097787665,"percentile":0.7020416675844979},"Officer Compensation Ratio":{"score":0.07510233116370461,"percentile":0.643927587498602},"Program Expense Growth":{"score":-0.052803080561771985,"percentile":0.19395870269177148},"Revenue Growth":{"score":0.025763354012680154,"percentile":0.493756038535762},"Asset Growth":{"score":-0.035815046224383765,"percentile":0.19656546280489634},"Independent Voting Board Pct":{"score":0.9583333333333334,"percentile":0.2714375745279776},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46589228980554515,"percentile":0.2436967328302652}},"source_xml":"201633199349306033_public.xml"},{"Organization":{"value":null,"Person":["Jason Morimoto","Ernie Bumatay","Greg Ginsburg","Cynthia So Schroeder","Ted Bartlett","Demetrios Boutris","Erika Boyd","Virg Cristobal","Nina D'Amato","Raphael Haas","Nicole Jones","Joy Kovaleski","Eric Mart","Catherine McKee","Amanda Pouchot","Alex Randolph","Gary Slavit","Prentice Tom","Experanza Vielma","Rehan Waliany","Michael Pham","Carl Jacobs","Phillip Litts","Alexandra Morales","Velveth Schmitz","Jonathan Stein","Carrie Young","Clothilde Hewlett","Jason Sherr","Cindy Leung","Sherry Jacobs","Susan Crumpler","Matthew Terwilliger","Michael Yaley"],"Title":["President","Vice-President","Vice-President Finance","Former Pres/UC Regent Designate","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Student Director","Director (Thru 06/30/16)","Director (Thru 06/30/16)","Director (Thru 06/30/16)","Director (Thru 06/30/16)","Director (Thru 06/30/16)","Director (Thru 06/30/16)","Secretary/Executive Director","VP Finance (Thru 06/30/16)","Interim Exec Director (Thru 01/16)","Controller","Chief Operating Officer","Chief Revenue Officer","General Mgr Pinecrest Operations"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,1.0,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,221462,0,90270,112068,176427,164759,159725],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,191712,0,87641,91859,157270,134000,132965],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,29750,0,2629,20209,19157,30759,26760]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2016,"name":"California Alumni Association","phone":5109008225,"website":"www.alumni.berkeley.edu","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Clothilde Hewlett","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":23,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"1 Alumni House UC Berkeley, Berkeley, CA, 94720, USA","city":"Berkeley","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":21,"Number of independent voting members":21,"Number of employees total":334,"Total Gross UBI":910201,"Net unrelated business taxable income":125391,"Number of employees":334,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13176930,"Contributions":{"value":2636466,"Other contributions":1250349,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":1386117,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7852047,"Total revenue":{"value":7852047,"Summer Camps/Chalet":6035135,"Travel Program":1276977,"Reservation Revenue":375387,"Publications/Advertising":132804,"Special Events":31744},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1222244,"Investment income total":511486,"Net investment gain":710758,"Income from invest bond proceeds":0},"Other revenues":{"value":1466173,"Other total":0,"Royalties revenue":1466173,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":13132472,"Grant expense":{"value":291000,"Grants to domestic orgs":0,"Grants to domestic individuals":291000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":171150,"Fundraising professional":171150,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5777978,"Current officers":600227,"Disqualified persons":0,"Other salaries and wages":3982775,"Pension plan contributions":45592,"Other employee benefits":825015,"Payroll taxes":324369},"Other expenses":{"value":6892344,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":79293,"Other services":1216578,"Advertising":66241,"Office expenses":2808672,"Information technology":0,"Royalties":0,"Occupancy":790165,"Travel":86639,"Conferences and meetings":181855,"Interest":4246,"Payments to affiliates":0,"Depreciation and depletion":740356,"Insurance":167049,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":751250,"Repairs & Maintenance":466225,"BOND AMortization":285025},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":10131406,"Management And General Expenses":2377737,"Fundraising Expenses":623329}},"Assets":{"value":36895411,"Non-interest bearing cash":516162,"Savings and temp cash investments":1471637,"Pledges and grants receivable":15000,"Accounts receivable":363093,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":33238,"Prepaid expenses deferred charges":780148,"Land, building, equipment":12167303,"Investments publicly traded":13210617,"Investments other":8320458,"Investments program related":0,"Intangible assets":0,"Other assets":17755},"Liabilities":{"value":12543075,"Sum of Total Liabilities":0,"Accounts payable, accrued":691707,"Grants payable":0,"Deferred, revenue":2583720,"Tax exempt bond liabilities":6665000,"Escrow account liability":199621,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2403027},"Fund balance":{"value":24352336,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":17287098,"Temporarily restricted net assets":5889260,"Permanently restricted net assets":1175978},"Ratings":{"Program Expense Ratio":{"score":0.7714774491809311,"percentile":0.593453392731989},"Fundraising Efficiency":{"score":4.229654002942266,"percentile":0.16927468109067134},"Operating Margin":{"score":0.003373927007277112,"percentile":0.4056228255404521},"Liabilities to Assets Ratio":{"score":0.33996301057603073,"percentile":0.18581119834555},"Operating Reserve Ratio":{"score":2.809479510026749,"percentile":0.6980253054660235},"Officer Compensation Ratio":{"score":0.0704140850252717,"percentile":0.6632551047668259},"Program Expense Growth":{"score":-0.0227499168682596,"percentile":0.2528708201621078},"Revenue Growth":{"score":0.005021395091009562,"percentile":0.3920701059478685},"Asset Growth":{"score":-0.017948172857726787,"percentile":0.2527551798839697},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4923130170022294,"percentile":0.30306598514553784}},"source_xml":"201713189349309181_public.xml"},{"Organization":{"value":null,"Person":["ERIC MART","AMANDA POUCHOT","AMY SHIN","DEMETRIOS BOUTRIS","RYAN WALIANY","BRANDON BEROOKHIM","SANGEETA CHAKRABORTY","ALLARD CHU","VIRG CRISTOBAL","DIANE DWYER","JOY KOVALESKI","CAROL LIU","CATHERINE MCKEE","DIONICIA RAMOS LEDESMA","ALEX RANDOLPH","KIRAN RAO","DANIELLE SILVEIRA","GARY SLAVIT","BOB SPROUL","MICHAEL STECKLER","PRENTICE TOM","KIRK TRAMBLE","ESPERANZA VIELMA","CLOTHILDE HEWLETT","MONISHA MERCHANT","ANN NGOC TUYET TRUONG","SUSAN CRUMPLER","MATTHEW S TERWILLIGER","MICHAEL YALEY","ANH PHUONG TRAN","PIERRE-ALAIN SEGUREL"],"Title":["PRESIDENT","VICE PRESIDENT","VICE PRES FINANCE THROUGH 9/4/2018","INTERIM VICE PRES FINANCE/DIRECTOR","VICE PRESIDENT FINANCE","DIRECTOR THROUGH 6/30/2018","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/30/2018","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR/SECRETARY-TREAS.","INT. CFO (CONSULTANT) THROUGH 6/2018","CONTROLLER/CFO START 6/2018","CHIEF OPERATING OFFICER","CHIEF REVENUE OFFICER","GENERAL MANAGER","CHIEF PROGRAM OFFICER","IT DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,232469,110000,59149,206910,206305,113688,121636,111495],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,226423,110000,54414,184891,178594,110657,112632,102031],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,6046,0,4735,22019,27711,3031,9004,9464]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2018,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CLOTHILDE HEWLETT","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":1166,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":22,"Number of independent voting members":22,"Number of employees total":344,"Total Gross UBI":947130,"Net unrelated business taxable income":61696,"Number of employees":344,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16236619,"Contributions":{"value":4152783,"Other contributions":2606421,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":1546362,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":8785706,"Total revenue":{"value":8782354,"SUMMER CAMPS/CHALET":6272097,"TRAVEL PROGRAM":1902640,"RESERVATION REVENUE":375317,"PUBLICATIONS/ADVERTISING":184367,"SPECIAL EVENTS":47933},"Total other revenue":3352,"Unrelated business revenue":0},"Investment income":{"value":1658843,"Investment income total":649078,"Net investment gain":1009765,"Income from invest bond proceeds":0},"Other revenues":{"value":1639287,"Other total":0,"Royalties revenue":1639287,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16077199,"Grant expense":{"value":489000,"Grants to domestic orgs":0,"Grants to domestic individuals":489000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":21076,"Fundraising professional":21076,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7337535,"Current officers":814832,"Disqualified persons":0,"Other salaries and wages":5021862,"Pension plan contributions":109331,"Other employee benefits":977288,"Payroll taxes":414222},"Other expenses":{"value":8229588,"Management services":0,"Legal":126965,"Accounting":40000,"Lobbying services":0,"Investment management fees":168495,"Other services":1300520,"Advertising":47997,"Office expenses":69532,"Information technology":20237,"Royalties":0,"Occupancy":709893,"Travel":114837,"Conferences and meetings":51951,"Interest":9500,"Payments to affiliates":0,"Depreciation and depletion":711285,"Insurance":168350,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4277362,"PROGRAM EXPENSES":3358095,"FEES AND SERVICE CHARGE":353654,"BOND AMORTIZATION":316257,"REPAIRS AND MAINTENCE":249356},"All other expenses":412664},"Functional Expenses":{"value":null,"Program Service Expenses":12385578,"Management And General Expenses":3224859,"Fundraising Expenses":466762}},"Assets":{"value":36063493,"Non-interest bearing cash":1095615,"Savings and temp cash investments":954436,"Pledges and grants receivable":15000,"Accounts receivable":446430,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":46182,"Prepaid expenses deferred charges":28611,"Land, building, equipment":11420750,"Investments publicly traded":13468384,"Investments other":8431109,"Investments program related":0,"Intangible assets":6001,"Other assets":150975},"Liabilities":{"value":11558525,"Sum of Total Liabilities":0,"Accounts payable, accrued":766297,"Grants payable":0,"Deferred, revenue":2383870,"Tax exempt bond liabilities":5950602,"Escrow account liability":216764,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2240992},"Fund balance":{"value":24504968,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":16234404,"Temporarily restricted net assets":7094586,"Permanently restricted net assets":1175978},"Ratings":{"Program Expense Ratio":{"score":0.7703815820156235,"percentile":0.5923724956296875},"Fundraising Efficiency":{"score":8.897003183635343,"percentile":0.36328253633603014},"Operating Margin":{"score":0.009818546582881572,"percentile":0.4245390823406218},"Liabilities to Assets Ratio":{"score":0.32050486623688945,"percentile":0.19336528014709137},"Operating Reserve Ratio":{"score":2.243145276736327,"percentile":0.6452095575433703},"Officer Compensation Ratio":{"score":0.072254625945726,"percentile":0.6555634620353037},"Program Expense Growth":{"score":0.03752420125550306,"percentile":0.4813273510476855},"Revenue Growth":{"score":0.041975251317436964,"percentile":0.5713345825455766},"Asset Growth":{"score":-0.00846395092306639,"percentile":0.28596424777540375},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5504806159395298,"percentile":0.45871966207388515}},"source_xml":"201942779349301229_public.xml"},{"Organization":{"value":null,"Person":["CLOTHILDE HEWLETT","SUSAN COHEN CRUMPLER","MATTHEW S TERWILLIGER","ANN NGOC TUYET TRUONG","MICHAEL YALEY","JENNY ROBLES","ANH PHUONG TRAN","PATRICK JOSEPH","PIERRE-ALAIN SEGUREL","AMANDA POUCHOT","DEMETRIOS BOUTRIS","KIRAN RAO","REHAN RYAN WALIANY","MORRIS BUDAK","SANGEETA CHAKRABORTY","ANNE CHAMBERS","ALLARD CHU","DIANE DWYER","EMILY HOU","TALIA KENNEDY","JOY KOVALESKI","DIONICIA RAMOS LEDESMA","CAROL LIU","JOHN PALMER","MARSHA ROBERTS","ALFONSO SALAZAR","DANIELLE SILVEIRA","ROBERT G SPROUL","AMY TONG","KIRK TRAMBLE","ESPERANZA VIELMA","ART B WONG"],"Title":["EXECUTIVE DIRECTOR/SECRETARY-TREAS.","CHIEF OPERATING OFFICER","CHIEF REVENUE OFFICER","CHIEF FINANCIAL OFFICER","GENERAL MANAGER, PINECREST OPERATIONS","HR DIRECTOR","CHIEF PROGRAM OFFICER","EDITOR-IN-CHIEF","IT DIRECTOR","PRESIDENT","VICE PRESIDENT","VP FINANCE THROUGH 6/2020 / DIRECTOR","DIRECTOR / VP FINANCE START 7/2020","DIRECTOR","DIRECTOR THROUGH 6/2020","DIRECTOR START 7/2020","DIRECTOR","DIRECTOR","DIRECTOR THROUGH 6/2020","DIRECTOR","DIRECTOR THROUGH 6/2020","DIRECTOR","DIRECTOR","DIRECTOR START 7/2020","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR START 7/2020","DIRECTOR","DIRECTOR THROUGH 6/2020","DIRECTOR START 7/2020"],"Hours":[37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[273639,248907,231296,194789,142863,141790,136554,135662,133529,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[266489,219754,200106,176398,138988,117930,127297,107276,122247,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[7150,29153,31190,18391,3875,23860,9257,28386,11282,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To promote the welfare of university of california alumni through educational activities.","year":2020,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CLOTHILDE HEWLETT","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":4389,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":19,"Number of independent voting members":19,"Number of employees total":136,"Total Gross UBI":68234,"Net unrelated business taxable income":0,"Number of employees":136,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3386825,"Contributions":{"value":3129322,"Other contributions":1825499,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1303823,"Related organizations":0},"Program revenue":{"value":1801404,"Total revenue":{"value":1722084,"MEMBERSHIP DUES":1268489,"TRAVEL PROGRAM":266332,"PUBLICATIONS/ADVERTISING":68234,"ALUMNI HOUSE RENTAL":64892,"LAIR OF THE GOLDEN BEAR CAMP REV":54137},"Total other revenue":79320,"Unrelated business revenue":0},"Investment income":{"value":-3038486,"Investment income total":571334,"Net investment gain":-3609820,"Income from invest bond proceeds":0},"Other revenues":{"value":1494585,"Other total":404845,"Royalties revenue":1089740,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11760847,"Grant expense":{"value":158493,"Grants to domestic orgs":0,"Grants to domestic individuals":158493,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6855691,"Current officers":948629,"Disqualified persons":0,"Other salaries and wages":4291575,"Pension plan contributions":117221,"Other employee benefits":1124112,"Payroll taxes":374154},"Other expenses":{"value":4746663,"Management services":0,"Legal":29183,"Accounting":47200,"Lobbying services":0,"Investment management fees":120979,"Other services":1338052,"Advertising":6098,"Office expenses":813317,"Information technology":26780,"Royalties":0,"Occupancy":541240,"Travel":14155,"Conferences and meetings":24085,"Interest":306107,"Payments to affiliates":0,"Depreciation and depletion":643212,"Insurance":232428,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":566320,"PROGRAM EXPENSES":256057,"FEES AND SERVICE CHARGE":198686,"REPAIRS AND MAINTENANCE":96928,"BOND ISSUANCE COSTS":14649},"All other expenses":37507},"Functional Expenses":{"value":null,"Program Service Expenses":8197643,"Management And General Expenses":3345795,"Fundraising Expenses":217409}},"Assets":{"value":38942487,"Non-interest bearing cash":2114977,"Savings and temp cash investments":1515962,"Pledges and grants receivable":0,"Accounts receivable":456327,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1371829,"Inventories for sale or use":0,"Prepaid expenses deferred charges":89257,"Land, building, equipment":8622441,"Investments publicly traded":15588961,"Investments other":9120891,"Investments program related":0,"Intangible assets":0,"Other assets":61842},"Liabilities":{"value":11460707,"Sum of Total Liabilities":0,"Accounts payable, accrued":1091378,"Grants payable":0,"Deferred, revenue":1914327,"Tax exempt bond liabilities":5449901,"Escrow account liability":229938,"Loans from officers, directors":0,"Secured mortgages and notes payable":150000,"Unsecured notes loans payable":0,"Other liabilities":2625163},"Fund balance":{"value":27481780,"Net assets without donor restriction":18636654,"Net assets with donor restriction":8845126,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6970282837622154,"percentile":0.5351026721339208},"Fundraising Efficiency":{"score":14.393709552042464,"percentile":0.5085546521351348},"Operating Margin":{"score":-2.4725286957548738,"percentile":0.02106251499231965},"Liabilities to Assets Ratio":{"score":0.29429828146312276,"percentile":0.2042072454292049},"Operating Reserve Ratio":{"score":3.311197484330848,"percentile":0.7328035981948399},"Officer Compensation Ratio":{"score":0.13936317681881247,"percentile":0.43776431017212303},"Program Expense Growth":{"score":0.0021420314752643122,"percentile":0.33228891834711366},"Revenue Growth":{"score":-0.03348511603402953,"percentile":0.2579987239109358},"Asset Growth":{"score":0.006376248085119157,"percentile":0.3465965688832119},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4472616333413354,"percentile":0.20584563222457158}},"source_xml":"202142939349300324_public.xml"},{"Organization":{"value":null,"Person":["KIRK TRAMBLE","MARSHA ROBERTS","ADEN KUN","JOHN PALMER","AHMAD ANDERSON","DEMETRIOS BOUTRIS","MORRIS MO BUDAK","CLINT CHAO","PATTI CUDNEY","MONICA GARCIA","GREG GINSBURG","DEIRDRE HENRY","JIM KIRK","LISA LUM","BABAK NIKRAVESH","LADISLAO REDORIGUEZ","ALFONSO SALAZAR","MARC SINGER","AMY TONG","ASHLEY WHITTAKER","ART B WONG","GREG YOUNG","ALEX ZWISSLER","CHRISTOPHER YU","SUSIE COHEN CRUMPLER","MONISHA MERCHANT","ANDREW TANG","ANJEANNETTE SCHNETZ","MATT TERWILLIGER","JENNY ROBLES","CATHLEEN CONNELLY","PATRICK JOSEPH","PIERRE-ALAIN SEGUREL","JOANNA AGUIAR"],"Title":["PRESIDENT THRU 6/2024 / INT EXEC DIR START 10/2024","VP THRU 6/2024 / PRES START 7/2024","VICE PRESIDENT START 7/2024","VICE PRESIDENT FINANCE","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR THRU 9/2024","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR THRU 10/2024","CHIEF FINANCIAL OFFICER THRU 7/2024","CHIEF FINANCIAL OFFICER START 9/2024","CHIEF OF STAFF / SECR THRU 11/2024","CHIEF REVENUE OFFICER THRU 11/2024","SENIOR DIRECTOR, HUMAN RESOURCES","GM, LAIR OF THE GOLDEN BEAR","EDITOR-IN-CHIEF, CALIFORNIA MAGAZINE","DIRECTOR OF TECHNOLOGY","SENIOR PROGRAM OPERATING OFFICER"],"Hours":[37.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[58490,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,521795,135673,59728,179203,383727,183222,178543,160524,149005,118789],"Direct compensation":[51085,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,495175,126692,51619,151778,346333,150479,124323,122630,134419,114215],"Other compensation":[7405,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,26620,8981,8109,27425,37394,32743,54220,37894,14586,4574]},"Basic":{"value":null,"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.","year":2024,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KIRK TRAMBLE","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":4000,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":17,"Number of employees total":284,"Total Gross UBI":48872,"Net unrelated business taxable income":0,"Number of employees":284,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16746456,"Contributions":{"value":3009907,"Other contributions":3009907,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10328131,"Total revenue":{"value":10328131,"LAIR OF THE GOLDEN BEAR CAMP REV":6800645,"TRAVEL PROGRAM":1927183,"MEMBERSHIP DUES":1096008,"OTHER OPERATING REVENUE":455423,"PUBLICATIONS/ADVERTISING":48872},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2854700,"Investment income total":869331,"Net investment gain":1985369,"Income from invest bond proceeds":0},"Other revenues":{"value":553718,"Other total":0,"Royalties revenue":553718,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16240247,"Grant expense":{"value":33210,"Grants to domestic orgs":33210,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8186209,"Current officers":1338616,"Disqualified persons":0,"Other salaries and wages":5395849,"Pension plan contributions":85456,"Other employee benefits":901946,"Payroll taxes":464342},"Other expenses":{"value":8020828,"Management services":0,"Legal":21111,"Accounting":68500,"Lobbying services":0,"Investment management fees":67463,"Other services":1487345,"Advertising":20725,"Office expenses":266077,"Information technology":206160,"Royalties":0,"Occupancy":1084754,"Travel":96174,"Conferences and meetings":14571,"Interest":285510,"Payments to affiliates":0,"Depreciation and depletion":623674,"Insurance":575950,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3153908,"PROG SUPPLIES & MATERIA":2528099,"FEES & SERVICE CHARGES":410926,"REPAIRS & MAINTENANCE":193506,"EQUIP RENTAL & MAINTENA":21377},"All other expenses":48906},"Functional Expenses":{"value":null,"Program Service Expenses":11028597,"Management And General Expenses":4947696,"Fundraising Expenses":263954}},"Assets":{"value":32119257,"Non-interest bearing cash":990593,"Savings and temp cash investments":670441,"Pledges and grants receivable":104119,"Accounts receivable":675719,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1289884,"Inventories for sale or use":0,"Prepaid expenses deferred charges":124001,"Land, building, equipment":11281783,"Investments publicly traded":14695806,"Investments other":1886235,"Investments program related":0,"Intangible assets":0,"Other assets":400676},"Liabilities":{"value":7626445,"Sum of Total Liabilities":0,"Accounts payable, accrued":1256549,"Grants payable":0,"Deferred, revenue":1807574,"Tax exempt bond liabilities":4273501,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":136265,"Unsecured notes loans payable":0,"Other liabilities":152556},"Fund balance":{"value":24492812,"Net assets without donor restriction":16493575,"Net assets with donor restriction":7999237,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6790904719614178,"percentile":0.525528465436266},"Fundraising Efficiency":{"score":11.403149791251506,"percentile":0.4391573708449621},"Operating Margin":{"score":0.030227828502938175,"percentile":0.47845314519250187},"Liabilities to Assets Ratio":{"score":0.23744151366888716,"percentile":0.2307505903482768},"Operating Reserve Ratio":{"score":1.9777566806711746,"percentile":0.6131548490085099},"Officer Compensation Ratio":{"score":0.1310755310556545,"percentile":0.45905857106088405},"Program Expense Growth":{"score":0.004270503837410595,"percentile":0.34020664935162864},"Revenue Growth":{"score":0.008762074883571854,"percentile":0.4091735629509742},"Asset Growth":{"score":-0.015407846076057224,"percentile":0.26138105380496446},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5115713753687491,"percentile":0.35129649068881325}},"source_xml":"202503089349301790_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["KIRK TRAMBLE","MARSHA ROBERTS","ADEN KUN","JOHN PALMER","AHMAD ANDERSON","DEMETRIOS BOUTRIS","MORRIS MO BUDAK","CLINT CHAO","PATTI CUDNEY","MONICA GARCIA","GREG GINSBURG","DEIRDRE HENRY","JIM KIRK","LISA LUM","BABAK NIKRAVESH","LADISLAO REDORIGUEZ","ALFONSO SALAZAR","MARC SINGER","AMY TONG","ASHLEY WHITTAKER","ART B WONG","GREG YOUNG","ALEX ZWISSLER","CHRISTOPHER YU","SUSIE COHEN CRUMPLER","MONISHA MERCHANT","ANDREW TANG","ANJEANNETTE SCHNETZ","MATT TERWILLIGER","JENNY ROBLES","CATHLEEN CONNELLY","PATRICK JOSEPH","PIERRE-ALAIN SEGUREL","JOANNA AGUIAR"],"Title":["PRESIDENT THRU 6/2024 / INT EXEC DIR START 10/2024","VP THRU 6/2024 / PRES START 7/2024","VICE PRESIDENT START 7/2024","VICE PRESIDENT FINANCE","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR THRU 9/2024","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR THRU 6/2024","DIRECTOR","DIRECTOR","DIRECTOR","EXECUTIVE DIRECTOR THRU 10/2024","CHIEF FINANCIAL OFFICER THRU 7/2024","CHIEF FINANCIAL OFFICER START 9/2024","CHIEF OF STAFF / SECR THRU 11/2024","CHIEF REVENUE OFFICER THRU 11/2024","SENIOR DIRECTOR, HUMAN RESOURCES","GM, LAIR OF THE GOLDEN BEAR","EDITOR-IN-CHIEF, CALIFORNIA MAGAZINE","DIRECTOR OF TECHNOLOGY","SENIOR PROGRAM OPERATING OFFICER"],"Hours":[37.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5,37.5],"Total Compensation":[58490,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,521795,135673,59728,179203,383727,183222,178543,160524,149005,118789],"Direct compensation":[51085,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,495175,126692,51619,151778,346333,150479,124323,122630,134419,114215],"Other compensation":[7405,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,26620,8981,8109,27425,37394,32743,54220,37894,14586,4574]},"Basic":{"value":null,"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.","year":2024,"name":"CALIFORNIA ALUMNI ASSOCIATION","phone":5109008225,"website":"WWW.ALUMNI.BERKELEY.EDU","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"KIRK TRAMBLE","year_formation":1872,"state_legal_domicile":"CA","total_volunteers":4000,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA, 94720, USA","city":"BERKELEY","state":"CA","country":"USA","zip_code":94720},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":17,"Number of employees total":284,"Total Gross UBI":48872,"Net unrelated business taxable income":0,"Number of employees":284,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16746456,"Contributions":{"value":3009907,"Other contributions":3009907,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10328131,"Total revenue":{"value":10328131,"LAIR OF THE GOLDEN BEAR CAMP REV":6800645,"TRAVEL PROGRAM":1927183,"MEMBERSHIP DUES":1096008,"OTHER OPERATING REVENUE":455423,"PUBLICATIONS/ADVERTISING":48872},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2854700,"Investment income total":869331,"Net investment gain":1985369,"Income from invest bond proceeds":0},"Other revenues":{"value":553718,"Other total":0,"Royalties revenue":553718,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16240247,"Grant expense":{"value":33210,"Grants to domestic orgs":33210,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8186209,"Current officers":1338616,"Disqualified persons":0,"Other salaries and wages":5395849,"Pension plan contributions":85456,"Other employee benefits":901946,"Payroll taxes":464342},"Other expenses":{"value":8020828,"Management services":0,"Legal":21111,"Accounting":68500,"Lobbying services":0,"Investment management fees":67463,"Other services":1487345,"Advertising":20725,"Office expenses":266077,"Information technology":206160,"Royalties":0,"Occupancy":1084754,"Travel":96174,"Conferences and meetings":14571,"Interest":285510,"Payments to affiliates":0,"Depreciation and depletion":623674,"Insurance":575950,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3153908,"PROG SUPPLIES & MATERIA":2528099,"FEES & SERVICE CHARGES":410926,"REPAIRS & MAINTENANCE":193506,"EQUIP RENTAL & MAINTENA":21377},"All other expenses":48906},"Functional Expenses":{"value":null,"Program Service Expenses":11028597,"Management And General Expenses":4947696,"Fundraising Expenses":263954}},"Assets":{"value":32119257,"Non-interest bearing cash":990593,"Savings and temp cash investments":670441,"Pledges and grants receivable":104119,"Accounts receivable":675719,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":1289884,"Inventories for sale or use":0,"Prepaid expenses deferred charges":124001,"Land, building, equipment":11281783,"Investments publicly traded":14695806,"Investments other":1886235,"Investments program related":0,"Intangible assets":0,"Other assets":400676},"Liabilities":{"value":7626445,"Sum of Total Liabilities":0,"Accounts payable, accrued":1256549,"Grants payable":0,"Deferred, revenue":1807574,"Tax exempt bond liabilities":4273501,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":136265,"Unsecured notes loans payable":0,"Other liabilities":152556},"Fund balance":{"value":24492812,"Net assets without donor restriction":16493575,"Net assets with donor restriction":7999237,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6790904719614178,"percentile":0.525528465436266},"Fundraising Efficiency":{"score":11.403149791251506,"percentile":0.4391573708449621},"Operating Margin":{"score":0.030227828502938175,"percentile":0.47845314519250187},"Liabilities to Assets Ratio":{"score":0.23744151366888716,"percentile":0.2307505903482768},"Operating Reserve Ratio":{"score":1.9777566806711746,"percentile":0.6131548490085099},"Officer Compensation Ratio":{"score":0.1310755310556545,"percentile":0.45905857106088405},"Program Expense Growth":{"score":0.004270503837410595,"percentile":0.34020664935162864},"Revenue Growth":{"score":0.008762074883571854,"percentile":0.4091735629509742},"Asset Growth":{"score":-0.015407846076057224,"percentile":0.26138105380496446},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5115713753687491,"percentile":0.35129649068881325}},"source_xml":"202503089349301790_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}