Civic Intelligence

Bowles Hall Foundation

990 • Fiscal year 2020 • EIN 26-3747734

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 13, 2020

Organization ProfileN/A
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

95th percentile

1.07x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

10.05x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

13th percentile

-3.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$37,433,258

Down $1,389,776 (-3.6%) from 2019

Net Assets

Down

-$2,701,183

Down $738,474 (-38%) from 2019

Liabilities

Down

$40,134,441

Down $651,302 (-1.6%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin12th percentile

Revenue

Down

$3,992,683

Down $614,027 (-13%) from 2019

Expenses

Down

$4,731,157

Down $544,781 (-10%) from 2019

Net Income

Down

-$738,474

Down $69,246 (-10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$37,433,258
Liabilities$40,134,441
Net Assets-$2,701,183
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$3,992,683
Expenses$4,731,157
Net Income-$738,474
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$3,992,683
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$33,027,157$32,020,748▼ $1,006,409
Savings and Temporary Cash Investments$3,590,596$3,842,913▲ $252,317
Investments in Publicly Traded Securities$1,866,130$1,079,422▼ $786,708
Cash and Non-Interest-Bearing Accounts$168,468$355,694▲ $187,226
Pledges and Grants Receivable$106,087$64,773▼ $41,314
Prepaid Expenses and Deferred Charges$31,288$60,958▲ $29,670
Accounts Receivable$33,308$8,750▼ $24,558
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$38,823,034$37,433,258▼ $1,389,776
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$39,005,000$38,620,000▼ $385,000
Other Liabilities$1,530,586$1,418,128▼ $112,458
Accounts Payable and Accrued Expenses$250,157$96,313▼ $153,844
Total Liabilities$40,785,743$40,134,441▼ $651,302
Net Assets / Fund Balance
Net Assets With Donor Restrictions$209,393$216,131▲ $6,738
Net Assets Without Donor Restrictions$-2,172,102$-2,917,314▼ $745,212
Total Net Assets Fund Balance$-1,962,709$-2,701,183▼ $738,474
Total Liabilities and Net Assets / Fund Balance$38,823,034$37,433,258▼ $1,389,776

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$425,280$324,691-
Equipment$459,146$208,914-
Leasehold Improvements$31,136,322$3,383,699-
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
Scott WilsonPresident
Leslie Meyer-PeekVice President
Alex ReedDirector
Antje PostemaDirector
David PrestiDirector
Dennis LieuDirector
Glynda HullDirector
Harneet KaurDirector
Jacob ChabotDirector
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
$126,640
Program Service Revenue
$3,754,302
Investment Income
$110,062
Other Revenue
$1,679
All Other Contributions
$126,640
Change in Net Assets
$-738,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,992,683
Total Revenue per Audited Statements
$3,992,683
Total Revenue per Form 990
$3,992,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,724,518
Total Fundraising Expense$49,614
Salaries, Compensation, and Employee Benefits$6,639
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,864,642--$1,864,642
Depreciation Depletion$1,050,313--$1,050,313
All Other Expenses$318,903$66,654$49,614$435,171
Other Expenses$127,997--$127,997
Insurance$48,731$3,139-$51,870
Fees for Services Accounting-$45,083-$45,083
Fees for Services Legal-$10,000-$10,000
Other Salaries and Wages-$5,619-$5,619
Payroll Taxes-$1,020-$1,020
Total Functional Expenses$4,550,028$131,515$49,614$4,731,157

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,731,157
Total Expenses per Audited Statements$4,731,157
Total Expenses per Form 990$4,731,157
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$1,690,161
Bond interest payable$159,212
Student housing rent deposits$104,293
Bond issuance costs, net$-535,538

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 35% controlled entity
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
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
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Wilson
Formed
2009
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
3

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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,433,258
Liabilities
$40,134,441
Net assets
-$2,701,183
Revenue
$3,992,683
Expenses
$4,731,157
Net income
-$738,474
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