Civic Intelligence

Bowles Hall Foundation

990 • Fiscal year 2019 • EIN 26-3747734

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 21, 2020

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

1.05x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

8.85x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

17th percentile

-3.3%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.0%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$38,823,034

Down $1,324,582 (-3.3%) from 2018

Net Assets

Down

-$1,962,709

Down $669,228 (-52%) from 2018

Liabilities

Down

$40,785,743

Down $655,354 (-1.6%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin13th percentile

Revenue

Up

$4,606,710

Up $134,477 (+3.0%) from 2018

Expenses

Up

$5,275,938

Up $236,649 (+4.7%) from 2018

Net Income

Down

-$669,228

Down $102,172 (-18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$38,823,034
Liabilities$40,785,743
Net Assets-$1,962,709
Open 2019 Filing

Operations Trend

Revenue Growth47th 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

2019

Revenue$4,606,710
Expenses$5,275,938
Net Income-$669,228
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$4,621,676
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$34,000,718$33,027,157▼ $973,561
Savings and Temporary Cash Investments$4,356,806$3,590,596▼ $766,210
Investments in Publicly Traded Securities$1,254,496$1,866,130▲ $611,634
Cash and Non-Interest-Bearing Accounts$142,599$168,468▲ $25,869
Pledges and Grants Receivable$325,412$106,087▼ $219,325
Accounts Receivable$20,184$33,308▲ $13,124
Prepaid Expenses and Deferred Charges$47,401$31,288▼ $16,113
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$40,147,616$38,823,034▼ $1,324,582
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$39,315,000$39,005,000▼ $310,000
Other Liabilities$1,933,473$1,530,586▼ $402,887
Accounts Payable and Accrued Expenses$192,624$250,157▲ $57,533
Total Liabilities$41,441,097$40,785,743▼ $655,354
Net Assets / Fund Balance
Temporarily Rstr Net Assets$199,959$209,393▲ $9,434
Unrestricted Net Assets$-1,493,440$-2,172,102▼ $678,662
Total Net Assets Fund Balance$-1,293,481$-1,962,709▼ $669,228
Total Liabilities and Net Assets / Fund Balance$40,147,616$38,823,034▼ $1,324,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$487,525$236,443-
Equipment$520,559$147,501-
Leasehold Improvements$32,019,073$2,500,948-
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Scott WilsonPresident
Leslie Meyer-PeekVice President
David PrestiDirector
Dennis LieuDirector
Glynda HullDirector
Harneet KaurDirector
John BakerDirector
Joshua McIntoshDirector
Kevin KennedyDirector
Nathan MayerDirector
Norman MinetaDirector
Panayiotis PanopadopoulosDirector
Patricia MattesonDirector
Robert JacobsenDirector
Steve SuttonDirector
Lawrence JonesCFO
Isaac JacksonSecretary
Harold BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,084
Program Service Revenue
$4,377,020
Investment Income
$117,602
Other Revenue
$4
All Other Contributions
$112,084
Change in Net Assets
$-669,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,606,710
Total Revenue per Audited Statements
$4,606,710
Total Revenue per Form 990
$4,606,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,258,149
Salaries, Compensation, and Employee Benefits$17,789
Total Fundraising Expense$12,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,877,147--$1,877,147
Depreciation Depletion$1,043,307--$1,043,307
All Other Expenses$457,984$54,200$3,081$515,265
Other Expenses$185,433--$185,433
Insurance$90,082$4,918-$95,000
Fees for Services Accounting-$45,415-$45,415
Other Salaries and Wages-$6,392$9,830$16,222
Payroll Taxes-$1,567-$1,567
Total Functional Expenses$5,150,535$112,492$12,911$5,275,938

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,275,938
Total Expenses per Audited Statements$5,275,938
Total Expenses per Form 990$5,275,938
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$1,746,656
Student housing rent deposits$177,194
Bond interest payable$160,175
Bond issuance costs, net$-553,439

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Municipal 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 Berry
Title
Treasurer
Signed
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Wilson
Formed
2009
Legal Domicile
CA
Voting Board Members
18
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
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Bowles Hall Foundation has adopted the provision of Accounting for Uncertainty in Income Taxes. Management believes that it does not have any uncertain tax positions that impact its financial position, statement of activities or change in net assets. Bowles Hall Foundation, which is subject to taxation in the United States and the State of California jurisdictions, has incurred no interest or penalties related to its tax positions.”

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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt063175

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,823,034
Liabilities
$40,785,743
Net assets
-$1,962,709
Revenue
$4,606,710
Expenses
$5,275,938
Net income
-$669,228
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