Civic Intelligence

Bowles Hall Foundation

990 • Fiscal year 2018 • EIN 26-3747734

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 11, 2019

Organization Profilewww.bowleshallfoundation.org
1928 Stadium Rim Way Box 120Berkeley, CA 94720

(408) 732-5352

Siviq Scores

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

Liabilities / Assets

94th percentile

1.03x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

9.27x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

12th percentile

-13%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

34th percentile

-0.7%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$40,147,616

Down $284,372 (-0.7%) from 2017

Net Assets

Down

-$1,293,481

Down $567,056 (-78%) from 2017

Liabilities

Up

$41,441,097

Up $282,684 (+0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin12th percentile

Revenue

Up

$4,472,233

Up $646,379 (+17%) from 2017

Expenses

Up

$5,039,289

Up $151,170 (+3.1%) from 2017

Net Income

Up

-$567,056

Up $495,209 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2018

Assets$40,147,616
Liabilities$41,441,097
Net Assets-$1,293,481
Open 2018 Filing

Operations Trend

Revenue Growth75th 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

2018

Revenue$4,472,233
Expenses$5,039,289
Net Income-$567,056
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 11, 2019
Return Version
2017v2.2
Gross Receipts
$4,472,233
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$34,986,053$34,000,718▼ $985,335
Savings and Temporary Cash Investments$4,097,699$4,356,806▲ $259,107
Investments in Publicly Traded Securities$500,473$1,254,496▲ $754,023
Pledges and Grants Receivable$553,027$325,412▼ $227,615
Cash and Non-Interest-Bearing Accounts$161,235$142,599▼ $18,636
Prepaid Expenses and Deferred Charges$1,082$47,401▲ $46,319
Accounts Receivable$132,419$20,184▼ $112,235
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-
Total Assets$40,431,988$40,147,616▼ $284,372
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$39,555,000$39,315,000▼ $240,000
Other Liabilities$1,432,791$1,933,473▲ $500,682
Accounts Payable and Accrued Expenses$170,622$192,624▲ $22,002
Total Liabilities$41,158,413$41,441,097▲ $282,684
Net Assets / Fund Balance
Temporarily Rstr Net Assets$158,314$199,959▲ $41,645
Unrestricted Net Assets$-884,739$-1,493,440▼ $608,701
Total Net Assets Fund Balance$-726,425$-1,293,481▼ $567,056
Total Liabilities and Net Assets / Fund Balance$40,431,988$40,147,616▼ $284,372

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$564,291$152,178-
Equipment$518,338$90,411-
Leasehold Improvements$32,918,089$1,618,981-
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
John WoodsDirector
Joshua McIntoshDirector
Nathan MayerDirector
Norman MinetaDirector
Panayiotis PanopadopoulosDirector
Patricia MattesonDirector
Robert JacobsenDirector
Steve SuttonDirector
Lawrence JonesCFO
Isaac JacksonSecretary
Harold E BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,195
Program Service Revenue
$4,223,494
Investment Income
$59,287
Other Revenue
$25,257
All Other Contributions
$164,195
Change in Net Assets
$-567,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,472,233
Total Revenue per Audited Statements
$4,472,233
Total Revenue per Form 990
$4,472,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,009,171
Salaries, Compensation, and Employee Benefits$30,118
Total Fundraising Expense$17,029
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,885,354--$1,885,354
Depreciation Depletion$1,033,529--$1,033,529
All Other Expenses$424,331$55,453$1,754$481,538
Other Expenses$169,200--$169,200
Insurance$93,021$4,877-$97,898
Fees for Services Accounting-$44,145-$44,145
Other Salaries and Wages-$12,090$15,275$27,365
Payroll Taxes-$2,753-$2,753
Total Functional Expenses$4,902,942$119,318$17,029$5,039,289

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,039,289
Total Expenses per Audited Statements$5,039,289
Total Expenses per Form 990$5,039,289
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
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$1,803,152
Unearned contract revenue$497,899
Bond interest payable$161,208
Student housing rent deposits$42,554
Bond issuance costs, net$-571,340

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
Yes
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
No
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 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
1928 STADIUM RIM WAY BOX 120, BERKELEY, CA 94720

Signing Officer

Name
Harold E Berry
Title
Treasurer
Signed
2019-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Baker
Formed
2009
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
2

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Gary Strutz
Phone
6509615520
Raw XML AppendixShowing 400 of 557 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0170622
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0192624
IRS990/AccountsReceivableGrp/BOYAmt0132419
IRS990/AccountsReceivableGrp/EOYAmt020184
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Engaged in charitable and educational activities to improve educational and social experiences of current undergraduate students at University of California, Berkeley.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0164195
IRS990/AllOtherExpensesGrp/FundraisingAmt01754
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt055453
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0424331
IRS990/AllOtherExpensesGrp/TotalAmt0481538
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0HAROLD E BERRY
IRS990/BooksInCareOfDetail/PhoneNum04087325352
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt022184 VIA CAMINO CT
IRS990/BooksInCareOfDetail/USAddress/CityNm0CUPERTINO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0950141032
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0161235
IRS990/CashNonInterestBearingGrp/EOYAmt0142599
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0164195
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt059287
IRS990/CYOtherExpensesAmt05009171
IRS990/CYOtherRevenueAmt025257
IRS990/CYProgramServiceRevenueAmt04223494
IRS990/CYRevenuesLessExpensesAmt0-567056
IRS990/CYSalariesCompEmpBnftPaidAmt030118
IRS990/CYTotalExpensesAmt05039289
IRS990/CYTotalFundraisingExpenseAmt017029
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04472233
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01033529
IRS990/DepreciationDepletionGrp/TotalAmt01033529
IRS990/Desc0BOWLES HALL RESIDENTIAL COLLEGE PROVIDES A STUDENT HOUSING COMMUNITY FOR APPROXIMATELY 190 STUDENTS AT UNIVERSITY OF CALIFORNIA AT BERKELEY. TO FINANCE THE RENOVATIONS NEEDED TO RE-OPEN THE HALL, BOWLES HALL FOUNDATION OBTAINED A BOND ISSUE FROM THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY, PAYABLE OVER 35 YEARS. BOWLES HALL FOUNDATION OVERSEES THE THIRD PARTY PROFESSIONALS WHICH MANAGE THE STUDENT HOUSING OPERATIONS AND THE REPAYMENT OF THE BOND OBLIGATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt04902942
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044145
IRS990/FeesForServicesAccountingGrp/TotalAmt044145
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt430.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0John Baker
IRS990/Form990PartVIISectionAGrp/PersonNm1Scott Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm2Lawrence Jones
IRS990/Form990PartVIISectionAGrp/PersonNm3Isaac Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm4Harold E Berry
IRS990/Form990PartVIISectionAGrp/PersonNm5Dennis Lieu
IRS990/Form990PartVIISectionAGrp/PersonNm6Patricia Matteson
IRS990/Form990PartVIISectionAGrp/PersonNm7Nathan Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm8Norman Mineta
IRS990/Form990PartVIISectionAGrp/PersonNm9Deborah Golder
IRS990/Form990PartVIISectionAGrp/PersonNm10Glynda Hull
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Jacobsen
IRS990/Form990PartVIISectionAGrp/PersonNm12Joshua McIntosh
IRS990/Form990PartVIISectionAGrp/PersonNm13Steve Sutton
IRS990/Form990PartVIISectionAGrp/PersonNm14Panayiotis Panopadopoulos
IRS990/Form990PartVIISectionAGrp/PersonNm15David Presti
IRS990/Form990PartVIISectionAGrp/PersonNm16John Woods
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04472233
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04877
IRS990/InsuranceGrp/ProgramServicesAmt093021
IRS990/InsuranceGrp/TotalAmt097898
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt01885354
IRS990/InterestGrp/TotalAmt01885354
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt059287
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059287
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0500473
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01254496
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01861570
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034986053
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034000718
IRS990/LandBldgEquipCostOrOtherBssAmt035862288
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Engaged in charitable and educational activities to improve educational and social experiences of current undergraduate students at University of California, Berkeley.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-726425
IRS990/NetAssetsOrFundBalancesEOYAmt0-1293481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DINING SERVICES
IRS990/OtherExpensesGrp/Desc1PAYMENT TO REGENTS
IRS990/OtherExpensesGrp/Desc2UTILITIES AND INTERNET
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0893994
IRS990/OtherExpensesGrp/ProgramServicesAmt1230000
IRS990/OtherExpensesGrp/ProgramServicesAmt2173513
IRS990/OtherExpensesGrp/ProgramServicesAmt3169200
IRS990/OtherExpensesGrp/TotalAmt0893994
IRS990/OtherExpensesGrp/TotalAmt1230000
IRS990/OtherExpensesGrp/TotalAmt2173513
IRS990/OtherExpensesGrp/TotalAmt3169200
IRS990/OtherLiabilitiesGrp/BOYAmt01432791
IRS990/OtherLiabilitiesGrp/EOYAmt01933473
IRS990/OtherRevenueMiscGrp/BusinessCd0721310
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025257
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025257
IRS990/OtherRevenueTotalAmt025257
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015275
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012090
IRS990/OtherSalariesAndWagesGrp/TotalAmt027365
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02753
IRS990/PayrollTaxesGrp/TotalAmt02753
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0553027
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0325412
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047401
IRS990/PrincipalOfficerNm0John Baker
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04223494
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04223494
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0334987
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024708
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04823677
IRS990/PYOtherRevenueAmt088266
IRS990/PYProgramServiceRevenueAmt03377893
IRS990/PYRevenuesLessExpensesAmt0-1062265
IRS990/PYSalariesCompEmpBnftPaidAmt064442
IRS990/PYTotalExpensesAmt04888119
IRS990/PYTotalRevenueAmt03825854
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-567056
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04097699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04356806
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0164195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0664987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01781770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0524327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0219432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03354711
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt063175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023517
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04223494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03377893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0507385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08108772
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt063175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086692
IRS990ScheduleA/InvestmentIncomeCYPct00.00740

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,147,616
Liabilities
$41,441,097
Net assets
-$1,293,481
Revenue
$4,472,233
Expenses
$5,039,289
Net income
-$567,056
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