OLLI @Berkeley, University of California, 1925 Walnut Street #1570, Berkeley, CA 94720-1570 p. 1

OLLI @Berkeley Annual Report 2011–12OLLI @Berkeley creates and facilitates a public space for the community and campus to

experience the joy and benefits of lifelong learning

Accomplishments

OLLI members traveled to Cuba in March 2012 in a collaborative program with Road Scholar

OLLI members in the “Architecture of Maybeck and Morgan” class on a field trip

Chancellor Robert Birgeneau announces OLLI’s second $1 million endowment gift

STRENGTHENED OUR DYNAMIC LEARNING community with lunches with faculty, Fourth

Age Salons for our members over 80 years, and more opportunities to learn from Bay Area cultural institutions

DEVELOPED AN EVALUATION AND RESEARCH program that documents the benefit of

learning over the lifespan and provides insight and direction for new programs, pedagogies, and technologies

LAID THE GROUNDWORK FOR A SUSTAINABLE future with a second $1 million gift from

the Bernard Osher Foundation and a new administrative home called SSALL (Summer Sessions, Study Abroad and Lifelong Learning) that affirms OLLI’s contribution to the University’s mission of teaching, research and service

EXPANDED OUR PROGRAMS TO INCLUDE travel study to Cuba and offerings in Contra

Costa County while providing 76 courses to 1266 members

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OLLI @Berkeley, University of California, 1925 Walnut Street #1570, Berkeley, CA 94720-1570 p. 2

OLLI @Berkeley Annual Report 2011–12

Thank you!

Transaction Fees $52,876 (9%)2

Facilities & Supplies $52,024 (9%)

Marketing & Communication $46,091 (8%)1

Salaries & Bene�ts $427,715 (74%)3

Total Expenses $578,706

Expenses

Total Income$579,247

Course Fees and Dues $432,790 (75%)2

Osher Endowment Interest $86,667 (15%)

Annual Fund $59,790 (10%)1

Income

Financial Statement

AnnuAl Fund Suzanne CalpestriIlse EvansKelly FratarTom FratarSuzan KaufmannDee KurshNikki MaziaszMark MedressMel MogulofMurray SchlusselRenee TissueBrad WaitWendy WillrichSusan Hoffman, OLLI DirectorAileen Kim, OLLI staff

CurriCulum

Susan Chamberlain

Committees

1. 25% of membership contributed to the Annual Fund

2. Membership grew to 1266, increasing revenue from dues and fees by 6% from 2010-11

1. Additional $12,000 in IT costs due to administrative reorganization at the campus level

2. Transaction fees include University, bank, and vendor fees

3. Salaries and benefits reflect an increase in compensation for instructors (15%) and staff (3%) and the addition of a fourth position

John DawsRoy DoolanPaul FeyenAlan FongDeborah GoodmanJack HermanDeborah LichtmanAnn Peden (Co-chair)Lucille Poskanzer (Co-chair)Nancy SpaethSusan Hoffman, Ex officio

membership

Jane EllisonSasha FutranJean GleasonJoan Greer (Co-chair)Nikki MaziaszMel MogulofLucille Poskanzer

Allyn SaroyanRon Tauber (Co-chair)Susan Hoffman, OLLI DirectorAileen Kim, OLLI staff

Advisory reseArCh TeAm

Patricia CrossClare FisherHoward GoodmanGeorge HershJerry MendelsohnLorraine MidanikGreg NiemeyerMichael ThalerLauren VanettSusan Hoffman, OLLI DirectorSandra von Doetinchem,

OLLI staff

lAFAyeTTe plAnning

Skip BradishTricia Brazil, LLLCF StaffCarol CaputoJohn DawsLinda DelehuntPeter FrazierSusan Hoffman, OLLI DirectorAileen Kim, OLLI staffNikki Maziasz, (Co-chair)Kathy Merchant, LLLCF

Executive DirectorJanet PeaseNorm PeaseBrad WaitSusan WaitHugh Winig, (Co-chair)

OLLI @Berkeley, University of California, 1925 Walnut Street #1570, Berkeley, CA 94720-1570 p. 3

OLLI @Berkeley Annual Report 2011–12

over $10,000Howard and Deborah GoodmanMason and Wendy Willrich

$1000 – $10,000 K. Patricia CrossTom and Kelly FratarMaureen MaziaszThe Medress Family Fund of the Jewish

Community FederationLorraine ParmerScott Wachter and Barbara Malina

$500 – $999 Anonymous Ilse EvansAlan FongEdith GladstoneSuzan KaufmannDiane PlankArthur and Lucille PoskanzerMurray Schlussel and Sara L. OremRalph Warner

$250 – $499 Anonymous Susan BaskinCharlotte BlackfordNancy BlairJudith BloomSuzanne CalpestriKathleen DemerdjianNorma FeldmanBrigitte FisherMargaret HartmannGeorge and Diane HershSusan Hoffman and Brian MurphyGeorge and Jacqueline IvelichDouglas and Anne JensenJanice LawrenceCharles and Erica MeyersWilliam and Jane NeilsonMurray Schlussel and Sara OremAnita PearsonAnn PedenLesley TannahillBradford and Susan WaitVictor WillitsPhil and Kathy Zimmerman

Annual Fund Donors*

$100 – $249Linda AbeDon and Peggy AlterDavid AndersonDavid and Dion AronerB. Kim BarnesJeffrey BausJoanna BeamSandra BeckleyMary BerganRoger BlundellGeorge and Maureen BradishMary Beth BurnsideJack and Tish CampbellCurtis and Robin CatonSusan ChamberlainEllen ChangLewis ConnerLowell Copper and Susan G. LaughlinJohn DawsJames and Hildy DeFriscoAlisa EinwohnerMarsha FeltonMarcia FlanneryAnne ForemanMelody FujimoriDavid and Sandra GerstelRoger GlasseyAmos and Marilyn GoldhaberJerry and Crissi GoldmanAndree GrahamPaula GreerKristina GrossmanBonnie HermanCheryl HessCharlton HollandMarcia HymerJulie JaegerHoward and Christina JanssenRob Jolda and Nancy McKee-JoldaAllan KaufmanSusan KinlochEdward KlinenbergMarcia LuperiniJohn Lyons and Julie TownleyBurns Macdonald and Marian

WhiteheadClaudia MarseilleMary McConnon

Bonnie McKeanWilliam and Suzanne McLeanAmy MillarMelvin and Mildred MogulofRaymond MorleyGregory and Karen NelsonCharlene O’RourkeLinda PerkinsMartin PollardLinda PolsbyDonald and Mary QueenIngrid RadkeyMary ReinkeFredrica RobertsonElizabeth RogersRuth RosenMarion RossAllyn SaroyanRobert and Herminia SayreHarvey and Marilyn SchwartzSarah ShaverElizabeth SibleyFlorence SiegelPatricia SigworthJohn SivleyMichael SmithNancy SpaethJohn SpellmanDavid StahlRonald and Frances TauberRenee Tissue: In memory of Thomas

TissueClaudine TorfsCharles and Janet WeaverJanet WeaverJudy WeissSallie WeissingerMargaret WeitkampChristine WermeJudith WorkmanTom and Amy Worth: In honor of

Suzanne Calpestri, George and Mary Foster

Evelyn Wozniak

* Donations over $100. All donors are listed on the OLLI website.

Thank you!