Civic Intelligence

Bowles Hall Foundation

990 • Fiscal year 2017 • EIN 26-3747734

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 15, 2018

Organization Profilewww.bowleshallfoundation.org
11230 Gold Express Drive 310-363Gold River, CA 95670

(408) 732-5352

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.02x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

10.76x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

7th percentile

-9.1%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$40,431,988

Down $4,053,668 (-9.1%) from 2016

Net Assets

Down

-$726,425

Down $1,062,265 (-316%) from 2016

Liabilities

Down

$41,158,413

Down $2,991,403 (-6.8%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin7th percentile

Revenue

Up

$3,825,854

Up $1,520,019 (+66%) from 2016

Expenses

Up

$4,888,119

Up $2,167,217 (+80%) from 2016

Net Income

Down

-$1,062,265

Down $647,198 (-156%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0-$20MAssets 2014: $270,130Liabilities 2014: $5,867Net Assets 2014: $264,2632014Assets 2016: $44,485,656Liabilities 2016: $44,149,816Net Assets 2016: $335,8402016Assets 2017: $40,431,988Liabilities 2017: $41,158,413Net Assets 2017: -$726,4252017Assets 2018: $40,147,616Liabilities 2018: $41,441,097Net Assets 2018: -$1,293,4812018Assets 2019: $38,823,034Liabilities 2019: $40,785,743Net Assets 2019: -$1,962,7092019Assets 2020: $37,433,258Liabilities 2020: $40,134,441Net Assets 2020: -$2,701,1832020Assets 2021: $35,403,395Liabilities 2021: $39,549,970Net Assets 2021: -$4,146,5752021Assets 2022: $34,740,638Liabilities 2022: $39,088,713Net Assets 2022: -$4,348,0752022Assets 2023: $34,356,760Liabilities 2023: $38,482,865Net Assets 2023: -$4,126,1052023Assets 2024: $33,906,282Liabilities 2024: $37,970,235Net Assets 2024: -$4,063,9532024

Highlighted filing

2017

Assets$40,431,988
Liabilities$41,158,413
Net Assets-$726,425
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $524,280Expenses 2014: $444,251Net Income 2014: $80,0292014Revenue 2016: $2,305,835Expenses 2016: $2,720,902Net Income 2016: -$415,0672016Revenue 2017: $3,825,854Expenses 2017: $4,888,119Net Income 2017: -$1,062,2652017Revenue 2018: $4,472,233Expenses 2018: $5,039,289Net Income 2018: -$567,0562018Revenue 2019: $4,606,710Expenses 2019: $5,275,938Net Income 2019: -$669,2282019Revenue 2020: $3,992,683Expenses 2020: $4,731,157Net Income 2020: -$738,4742020Revenue 2021: $3,212,884Expenses 2021: $4,658,276Net Income 2021: -$1,445,3922021Revenue 2022: $4,804,420Expenses 2022: $5,005,920Net Income 2022: -$201,5002022Revenue 2023: $5,366,519Expenses 2023: $5,144,549Net Income 2023: $221,9702023Revenue 2024: $5,774,247Expenses 2024: $5,712,095Net Income 2024: $62,1522024

Highlighted filing

2017

Revenue$3,825,854
Expenses$4,888,119
Net Income-$1,062,265
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$3,825,854
Mission and Program Overview

Mission

Engaged in charitable and educational activities to improve educational and social experiences of current undergraduate students at University of California, Berkeley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$28,932,883$34,986,053▲ $6,053,170
Savings and Temporary Cash Investments$14,119,991$4,097,699▼ $10,022,292
Loans From Officers Directors$878,754--
Pledges and Grants Receivable$1,077,508$553,027▼ $524,481
Investments in Publicly Traded Securities-$500,473-
Cash and Non-Interest-Bearing Accounts$193,718$161,235▼ $32,483
Accounts Receivable$153,472$132,419▼ $21,053
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$44,485,656$40,431,988▼ $4,053,668
Other Assets Total$8,084$1,082▼ $7,002
Liabilities
Tax Exempt Bond Liabilities$39,745,000$39,555,000▼ $190,000
Other Liabilities$3,477,757$1,432,791▼ $2,044,966
Accounts Payable and Accrued Expenses$48,305$170,622▲ $122,317
Total Liabilities$44,149,816$41,158,413▼ $2,991,403
Net Assets / Fund Balance
Temporarily Rstr Net Assets$96,375$158,314▲ $61,939
Unrestricted Net Assets$239,465$-884,739▼ $1,124,204
Total Net Assets Fund Balance$335,840$-726,425▼ $1,062,265
Total Liabilities and Net Assets / Fund Balance$44,485,656$40,431,988▼ $4,053,668

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$648,103$61,726-
Equipment$518,390$74,310-
Leasehold Improvements$33,819,560$709,906-
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
John BakerPresident
Scott WilsonVice President
David PrestiDirector
Deborah GolderDirector
Dennis LieuDirector
Glynda HullDirector
Isaac JacksonDirector
John WoodsDirector
Joshua McIntoshDirector
Nathan MayerDirector
Norman MinetaDirector
Panayiotis PanopadopoulosDirector
Patricia MattesonDirector
Philip BowlesDirector
Robert JacobsenDirector
Steve SuttonDirector
Lawrence JonesCFO
Richard SnowSecretary
Harold E BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$334,987
Program Service Revenue
$3,377,893
Investment Income
$24,708
Other Revenue
$88,266
All Other Contributions
$334,987
Change in Net Assets
$-1,062,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,823,677
Salaries, Compensation, and Employee Benefits$64,442
Total Fundraising Expense$17,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,919,590--$1,919,590
Depreciation Depletion$873,177--$873,177
All Other Expenses$504,988$84,944$17,476$607,408
Other Expenses$135,632$213,415-$135,632
Insurance$66,488$4,749-$71,237
Other Salaries and Wages-$58,600-$58,600
Fees for Services Accounting-$48,545-$48,545
Payroll Taxes-$5,842-$5,842
Total Functional Expenses$4,454,548$416,095$17,476$4,888,119
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$878,754--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bond Premium, Net$1,859,647
Accrued Bond Interest$161,958
Student Housing Rent Deposits$426
Bond Issuance Costs, Net$-589,240

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Municpal Finance Auth2015-06-01$39,315,000STUDENT HOUSING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$41,292,347$977,391-$626,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board members review the form and resolve all questions with independent accountants before finalizing the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The governing board is charged with the responsibility of managing conflict of interest, as well as determining and implementing an appropriate course of action. Any potential conflict must be disclosed to the Board of Directors within 30 days of discovery.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Executive Board members periodically review whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bowles Hall Foundation
EIN
26-3747734
Phone
4087325352
Address
11230 GOLD EXPRESS DRIVE 310-363, GOLD RIVER, CA 95670

Signing Officer

Name
Harold E Berry
Title
Treasurer
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Baker
Formed
2009
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
2

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Gary Strutz
Phone
6509615520
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“ASSESSMENT PROJECT: Column (A) - Total = $25824; Column (B) - Program Services = $25824; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BOARD MEETINGS AND TRAVEL: Column (A) - Total = $37921; Column (B) - Program Services = $0; Column (C) - Management & General = $37921; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BOND ADMINISTRATIVE FEES: Column (A) - Total = $11467; Column (B) - Program Services = $11467; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CONSULTING/STUDENT RECRUITING: Column (A) - Total = $35177; Column (B) - Program Services = $35177; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“FUNDRAISING CONTRACTOR: Column (A) - Total = $17056; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $17056”

Form 990, Part IX, Line 24E: Other Expenses

“MARKETING: Column (A) - Total = $24092; Column (B) - Program Services = $0; Column (C) - Management & General = $24092; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“NEWSLETTER/ALUMNI EXPENSES: Column (A) - Total = $11441; Column (B) - Program Services = $0; Column (C) - Management & General = $11441; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“OTHER EXPENSES: Column (A) - Total = $60220; Column (B) - Program Services = $48310; Column (C) - Management & General = $11490; Column (D) - Fundraising = $420”

Form 990, Part IX, Line 24E: Other Expenses

“PHOENIX PROGRAM: Column (A) - Total = $30453; Column (B) - Program Services = $30453; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PRE-OPENING EXPENSES: Column (A) - Total = $134362; Column (B) - Program Services = $134362; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROPERTY MANAGEMENT FEES: Column (A) - Total = $107599; Column (B) - Program Services = $107599; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROPERTY MANAGEMENT LABOR: Column (A) - Total = $71584; Column (B) - Program Services = $71584; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“STUDENT ACTIVITIES/INCENTIVES: Column (A) - Total = $28420; Column (B) - Program Services = $28420; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SUPPLIES AND FURNISHINGS: Column (A) - Total = $11792; Column (B) - Program Services = $11792; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 597 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4Norman Mineta
IRS990/Form990PartVIISectionAGrp/PersonNm5Nathan Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm6Patricia Matteson
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Snow
IRS990/Form990PartVIISectionAGrp/PersonNm8Philip Bowles
IRS990/Form990PartVIISectionAGrp/PersonNm9Deborah Golder
IRS990/Form990PartVIISectionAGrp/PersonNm10Glynda Hull
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IRS990/Form990PartVIISectionAGrp/PersonNm14Panayiotis Panopadopoulos
IRS990/Form990PartVIISectionAGrp/PersonNm15David Presti
IRS990/Form990PartVIISectionAGrp/PersonNm16Steve Sutton
IRS990/Form990PartVIISectionAGrp/PersonNm17John Woods
IRS990/Form990PartVIISectionAGrp/PersonNm18Harold E Berry
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt071237
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IRS990/LandBldgEquipCostOrOtherBssAmt035831995
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt01082
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1GRAND REOPENING EVENT
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IRS990/OtherExpensesGrp/Desc3UTILITIES AND INTERNET
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IRS990/OtherExpensesGrp/ProgramServicesAmt1191964
IRS990/OtherExpensesGrp/ProgramServicesAmt2135632
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IRS990/OtherExpensesGrp/TotalAmt1213415
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0524327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0219432

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,431,988
Liabilities
$41,158,413
Net assets
-$726,425
Revenue
$3,825,854
Expenses
$4,888,119
Net income
-$1,062,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.9$38.0$4.06$5.77$5.71$0.06
2023Detailed filing. Detailed filing data is available for this year.$34.4$38.5$4.13$5.37$5.14$0.22
2022Detailed filing. Detailed filing data is available for this year.$34.7$39.1$4.35$4.80$5.01$0.20
2021Detailed filing. Detailed filing data is available for this year.$35.4$39.5$4.15$3.21$4.66$1.45
2020Detailed filing. Detailed filing data is available for this year.$37.4$40.1$2.70$3.99$4.73$0.74
2019Detailed filing. Detailed filing data is available for this year.$38.8$40.8$1.96$4.61$5.28$0.67
2018Detailed filing. Detailed filing data is available for this year.$40.1$41.4$1.29$4.47$5.04$0.57
2017Detailed filing. Detailed filing data is available for this year.$40.4$41.2$0.73$3.83$4.89$1.06
2016Detailed filing. Detailed filing data is available for this year.$44.5$44.1$0.34$2.31$2.72$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.52$0.44$0.08