Civic Intelligence

Ashby Village Inc

EIN 27-2174330 • 501(c)3 • Berkeley, CA

Profile

Ashby Village connects us with one another, offering support and opportunities for meaningful, engaging experiences.

1953 Hopkins StreetBerkeley, CA 94707

www.ashbyvillage.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.15x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$134,950

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$807,644

Up $101,432 (+14%) from 2024

Liabilities

Down

$136,677

Down $9,684 (-6.6%) from 2024

Net Assets

Up

$670,967

Up $111,116 (+20%) from 2024

Revenue

Up

$918,336

Up $145,341 (+19%) from 2024

Expenses

Up

$812,036

Up $53,733 (+7.1%) from 2024

Net Income

Up

$106,300

Up $91,608 (+624%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $450,223Liabilities 2016: $18,201Net Assets 2016: $432,0222016Assets 2017: $347,162Liabilities 2017: $10,598Net Assets 2017: $336,5642017Assets 2018: $406,121Liabilities 2018: $14,558Net Assets 2018: $391,5632018Assets 2019: $400,095Liabilities 2019: $20,287Net Assets 2019: $379,8082019Assets 2020: $438,262Liabilities 2020: $60,805Net Assets 2020: $377,4572020Assets 2021: $699,591Liabilities 2021: $24,457Net Assets 2021: $675,1342021Assets 2022: $700,963Liabilities 2022: $23,060Net Assets 2022: $677,9032022Assets 2023: $677,120Liabilities 2023: $143,883Net Assets 2023: $533,2372023Assets 2024: $706,212Liabilities 2024: $146,361Net Assets 2024: $559,8512024Assets 2025: $807,644Liabilities 2025: $136,677Net Assets 2025: $670,9672025

Highlighted filing

2025

Assets$807,644
Liabilities$136,677
Net Assets$670,967

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2016: $604,617Expenses 2016: $329,553Net Income 2016: $275,0642016Revenue 2017: $450,113Expenses 2017: $545,571Net Income 2017: -$95,4582017Revenue 2018: $576,037Expenses 2018: $521,038Net Income 2018: $54,9992018Revenue 2019: $574,609Expenses 2019: $591,172Net Income 2019: -$16,5632019Revenue 2020: $675,282Expenses 2020: $677,633Net Income 2020: -$2,3512020Revenue 2021: $883,698Expenses 2021: $586,021Net Income 2021: $297,6772021Revenue 2022: $744,496Expenses 2022: $741,727Net Income 2022: $2,7692022Revenue 2023: $566,921Expenses 2023: $709,397Net Income 2023: -$142,4762023Revenue 2024: $772,995Expenses 2024: $758,303Net Income 2024: $14,6922024Revenue 2025: $918,336Expenses 2025: $812,036Net Income 2025: $106,3002025

Highlighted filing

2025

Revenue$918,336
Expenses$812,036
Net Income$106,300

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$918,336
Mission and Program Overview

Mission

Ashby Village connects us with one another, offering support and opportunities for meaningful, engaging experiences.

To provide members over age 50 with the resources, referrals and services they need to age in their homes and in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$530,239$422,002▼ $108,237
Investments Other Securities$109,421$289,243▲ $179,822
Cash and Non-Interest-Bearing Accounts$47,224$81,751▲ $34,527
Prepaid Expenses and Deferred Charges$16,328$14,648▼ $1,680
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$706,212$807,644▲ $101,432
Other Assets Total$3,000$0▼ $3,000
Liabilities
Deferred Revenue$123,990$116,256▼ $7,734
Other Liabilities$15,694$19,507▲ $3,813
Accounts Payable and Accrued Expenses$6,677$914▼ $5,763
Total Liabilities$146,361$136,677▼ $9,684
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$293,620$441,143▲ $147,523
Net Assets With Donor Restrictions$266,231$229,824▼ $36,407
Total Net Assets Fund Balance$559,851$670,967▲ $111,116
Total Liabilities and Net Assets / Fund Balance$706,212$807,644▲ $101,432

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$109,421-▲ $4,760-$114,181
2023$95,521-▲ $13,900-$109,421
2022$100,509-▼ $4,988-$95,521
2021-$100,000▲ $509-$100,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beatrice Bab FreibergExec DirectorFT$134,950$134,950

Board Members and Trustees

NameTitle
Andra LichtensteinChair
Bryan RicksDirector
Diane WongDirector
Ina BendichDirector
Jan CorazzaDirector
Joseph EvingerDirector
Julie FreestoneDirector
Mike WebbDirector
Sophia ChenDirector
Susan PierpointSecretary
Edwin EngTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$601,633
Program Service Revenue
$301,281
Investment Income
$15,422
Other Revenue
$0
All Other Contributions
$601,633
Change in Net Assets
$106,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$613,025
Other Expenses$199,011
Total Fundraising Expense$54,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$300,268$31,423$17,458$349,149
Current Officers, Directors, Trustees, and Key Employees$80,640$33,600$20,160$134,400
Other Employee Benefits$78,660$8,232$4,573$91,465
Fees for Services Accounting$30,697$8,186$2,046$40,929
Occupancy$29,298$7,813$1,953$39,064
Payroll Taxes$32,689$3,421$1,901$38,011
All Other Expenses$16,926$4,512$1,129$22,567
Information Technology$8,024$2,140$535$10,699
Other Expenses$6,488$1,730$433$8,651
Fees for Services Other$5,033$1,342$336$6,711
Insurance$4,290$1,144$286$5,720
Office Expenses$4,125$1,100$275$5,500
Advertising$625$166$42$833
Total Functional Expenses$641,516$116,477$54,043$812,036
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
Payroll liability$19,507
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Section B, Line 11B

Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Members of the Board of Directors review all potential conflicts of interest periodically. Top management and all Board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Section B, Line 15A

Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures.

Form 990, Part VI, Section B, Line 15B

Compensation of other personnel and highly compensated employees is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.

Form 990, Part VI, Section C, Line 18

Tax returns are available by request from the organization's office in Berkeley, California.

Form 990, Part VI, Section C, Line 19

All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.

Filing and Contact Details

Filer

Filer Name
Ashby Village Inc
EIN
27-2174330
Phone
5102049200
Address
1953 Hopkins Street, Berkeley, CA 94707

Signing Officer

Name
Beatrice Bab Freiberg
Title
Exec Director
Phone
5102049200
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andra Lichtenstein
Formed
2014
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
246

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/MissionDesc0Ashby Village connects us with one another, offering support and opportunities for meaningful, engaging experiences.
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IRS990/PrincipalOfficerNm0Andra Lichtenstein
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0301281
IRS990/ProgSrvcAccomActy2Grp/Desc03. ONLINE SUPPORT GROUPS: GROUPS FOR PEOPLE WITH LOW VISION AND HEARING LOSS; FOR THOSE IN THEIR 70S, 80S, 90S AND OLDER; AND FOR FAMILY CAREGIVERS. 4. ONLINE AND IN-PERSON INTEREST GROUPS: SCIENCE & IDEAS; ELDER ACTION; ARTS & CULTURE; EXPLORING CREATIVITY; HEALTHY AGING; NEIGHBORHOOD-BASED SOCIAL GROUPS; TECHNOLOGY GROUP. 5. SOCIAL, CULTURAL, EDUCATIONAL, AND WELLNESS PROGRAMS AND ACTIVITIES: ACCESS TO OVER 60 PROGRAMS AND EVENTS EACH MONTH, HAPPENING ONLINE, IN-PERSON, AND IN LOCAL NEIGHBORHOODS.
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER KEY ACCOMPLISHMENTS: See Schedule O
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER KEY ACCOMPLISHMENTS: Operations:* Moved to a more functional, accessible, welcoming, and inclusive location.* Earned Candids Platinum Seal of Transparency, the highest recognition for nonprofit accountability and transparency. * Introduced a lower-cost membership option in July 2023, resulting in a 130% increase in older adults who are benefiting from this lower-cost optionfrom 27 to 62 members.* Membership averaged 447 for the fiscal year.* Enhanced data collection and tracking:* Streamlined member service request procedures and clarified membership application and renewal policies.* Completed a comprehensive member survey:* Concluded a strategic consulting engagement with ZS to enhance collaboration and communication between staff and volunteer leaders. This resulted in Board-approved Ways of Working guidelines clarifying roles, responsibilities, and authorities.* Renamed the Program Leadership Team as the Village Leadership Advisory Council with a renewed focus on collaborative problem-solving and strategic advising.* Completed a prioritization process to focus organizational talent, energy, and resources on the programs and services with the greatest potential impact given member needs, volunteer and staff capacity, and other resources.Programs and Services:* Continued growth in in-person and online engagement, including Support, Interest, and Neighborhood Groups; Social & Pre-Social Hours, public presentations, and community gatherings.* Volunteers fulfilled nearly 1,400 service requests from members (e.g., rides, grocery shopping, tech support, home repairs, organizing, gardening).* Member-to-Member Engagement Group (M2M) planned and tested member designed and led strategies to foster peer-to-peer connection, communication, and mutual support among members.* Substantial growth and expansion in technology support by our volunteers:* Onboarded 56 new volunteers and launched a Volunteer Corner, a bi-monthly email blast.* Strengthened and initiated partnerships with UC Berkeleys Haas School of Business, DataGood, Berkeley and Emeryville Senior Centers, East Bay Senior Pride, and Kaiser Permanente.Finance and Development:* Ended FY 20242025 with a balanced budget.* Improved cash management through higher-yield savings instruments.* Reduced significantly our office rental costs.* Achieved fundraising targets.* Secured new support for FY25-26 from current funders: Long Foundation for a planning grant to expand access to healthcare for older adults and Menorah Park Community Impact Fund to deepen our development work.* Launched our first corporate sponsorship program to support the 15th Anniversary Major Donor Celebration and on-going operations.* Initiated a market study to identify potential future earned-income strategies through collaborations with other senior service organizations (e.g., senior residential communities and medical practices).
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