Civic Intelligence

Trust to Benefit the Christian Science Organization at UC Berkeley

EIN 26-6165090 • 501(c)2 • Berkeley, CA

Profile

The trust holds and invests funds for the cso at the university of california, berkley, a student religious organization and turns over funds to the cso asrequired.

2601 Durant AvenueBerkeley, CA 94704

gmail.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.06x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-70%

Higher net margin than 17% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$6,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

501(c)2 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

12%

Faster asset growth than 88% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$419,426

Up $44,231 (+12%) from 2023

Liabilities

$2,000

No earlier filing loaded for comparison.

Net Assets

Up

$417,426

Up $42,231 (+11%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Up

$33,303

Up $4,497 (+16%) from 2023

Expenses

Up

$56,591

Up $27,962 (+98%) from 2023

Net Income

Down

-$23,288

Down $23,465 (-13257%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $271,067Net Assets 2014: $271,0672014Assets 2015: $467,373Liabilities 2015: $0Net Assets 2015: $467,3732015Assets 2016: $455,517Net Assets 2016: $455,5172016Assets 2017: $452,393Net Assets 2017: $452,3932017Assets 2018: $417,422Liabilities 2018: $0Net Assets 2018: $417,4222018Assets 2019: $447,842Liabilities 2019: $0Net Assets 2019: $447,8422019Assets 2020: $464,826Liabilities 2020: $0Net Assets 2020: $464,8262020Assets 2021: $491,807Liabilities 2021: $0Net Assets 2021: $491,8072021Assets 2022: $350,747Net Assets 2022: $350,7472022Assets 2023: $375,195Net Assets 2023: $375,1952023Assets 2024: $419,426Liabilities 2024: $2,000Net Assets 2024: $417,4262024

Highlighted filing

2024

Assets$419,426
Liabilities$2,000
Net Assets$417,426
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $2,363Expenses 2014: $27,408Net Income 2014: -$25,0452014Revenue 2015: $245,123Expenses 2015: $48,817Net Income 2015: $196,3062015Revenue 2016: $79,507Expenses 2016: $91,363Net Income 2016: -$11,8562016Revenue 2017: $27,619Expenses 2017: $30,743Net Income 2017: -$3,1242017Revenue 2018: $29,510Expenses 2018: $16,680Net Income 2018: $12,8302018Revenue 2019: $26,349Expenses 2019: $38,472Net Income 2019: -$12,1232019Revenue 2020: $11,440Expenses 2020: $27,116Net Income 2020: -$15,6762020Revenue 2021: $12,883Expenses 2021: $27,494Net Income 2021: -$14,6112021Revenue 2022: $20,699Expenses 2022: $20,669Net Income 2022: $302022Revenue 2023: $28,806Expenses 2023: $28,629Net Income 2023: $1772023Revenue 2024: $33,303Expenses 2024: $56,591Net Income 2024: -$23,2882024

Highlighted filing

2024

Revenue$33,303
Expenses$56,591
Net Income-$23,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$419,426
Liabilities
$2,000
Net assets
$417,426
Revenue
$33,303
Expenses
$56,591
Net income
-$23,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.02$4.17$0.33$0.57$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.75$3.75$0.29$0.29$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.51$3.51$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.13$0.27$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.11$0.27$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.26$0.38$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.30$0.17$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.52$4.52$0.28$0.31$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.56$4.56$0.80$0.91$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$2.45$0.49$1.96
2014Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.02$0.27$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$33,303
Mission and Program Overview

Mission

The trust holds and invests funds for the cso at the university of california, berkley, a student religious organization and turns over funds to the cso as required.

The trust holds and invests funds for the cso at the university of california, berkley, a student religious organization and turns over funds to the cso asrequired.

Program Services

DescriptionGrantsExpenses
THE TRUST HOLDS AND INVESTS FUNDS FOR THE CSO AT THEUNIVERSITY OF CALIFORNIA, BERKELEY, A STUDENT RELIGIOUSORGANIZATION AND TURNS OVER FUNDS TO THE CSO AS REQUIRED.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA PAGESecretary-$6,000-$6,000
BARBARA O'BRIENPresident-$0--
CHRISTOPHER WAGSTAFFVice President-$0--
NANCY TALCOTTTrustee-$0--
JOANNA KATZTreasurer-$0--
JULIE MORFEETrustee-$0--
DONICA MENSINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust to Benefit the Christian Science
EIN
26-6165090
Phone
5102258059
Address
2601 DURANT AVENUE, BERKELEY, CA 94704

Signing Officer

Name
Joanna Katz
Title
Trustee
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Terri Montgomery CPA
Address
4695 Chabot Dr Ste 200, Pleasanton, CA 94588
Preparer
Terri Montgomery
Phone
9257196308
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Rental income-ludtke deposits $11975”

Other Expenses.1005

“Travel $3352”

Other Expenses.1012

“Insurance $20176”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2000”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOANNA KATZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05102258059
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02601 DURANT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0375195
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0419426
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010334
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23288
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03375
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0375195
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0419426
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033303
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010994
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0375195
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0417426
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0375195
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0417426
IRS990EZ/OccupancyRentUtltsAndMaintAmt023555
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER WAGSTAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY TALCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANNA KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE MORFEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONICA MENSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt065519
IRS990EZ/OtherExpensesTotalAmt023528
IRS990EZ/OtherRevenueTotalAmt011975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST HOLDS AND INVESTS FUNDS FOR THE CSO AT THE UNIVERSITY OF CALIFORNIA, BERKLEY, A STUDENT RELIGIOUS ORGANIZATION AND TURNS OVER FUNDS TO THE CSO ASREQUIRED.
IRS990EZ/PrintingPublicationsPostageAmt0133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST HOLDS AND INVESTS FUNDS FOR THE CSO AT THEUNIVERSITY OF CALIFORNIA, BERKELEY, A STUDENT RELIGIOUSORGANIZATION AND TURNS OVER FUNDS TO THE CSO AS REQUIRED.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056591
IRS990EZ/TotalRevenueAmt033303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENTAL INCOME-LUDTKE DEPOSITS $11975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $20176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNA KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST TO BENEFIT THE CHRISTIAN SCIENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION AT UC BERKELEY
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0266165090
ReturnHeader/Filer/PhoneNum05102258059
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 DURANT AVENUE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terri Montgomery CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04695 Chabot Dr Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09257196308
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-15T11:08:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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