Civic Intelligence

Partnership for Haas Preeminence

990 • Fiscal year 2016 • EIN 45-5126076

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A
2180 Sand Hill Road Ste 100Menlo Park, CA 94025

(650) 854-5600

Siviq Scores

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

Liabilities / Assets

27th percentile

0.11x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.45x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

64th percentile

$445,400

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

96th percentile

46%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$61,255,522

Up $19,347,527 (+46%) from 2015

Net Assets

Up

$54,678,476

Up $14,548,906 (+36%) from 2015

Liabilities

Up

$6,577,046

Up $4,798,621 (+270%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin99th percentile

Revenue

Down

$14,571,485

Down $2,509,051 (-15%) from 2015

Expenses

Down

$22,579

Down $31,012 (-58%) from 2015

Net Income

Down

$14,548,906

Down $2,478,039 (-15%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2013: $6,090,155Liabilities 2013: $2,999Net Assets 2013: $6,087,1562013Assets 2014: $24,383,063Liabilities 2014: $1,280,438Net Assets 2014: $23,102,6252014Assets 2015: $41,907,995Liabilities 2015: $1,778,425Net Assets 2015: $40,129,5702015Assets 2016: $61,255,522Liabilities 2016: $6,577,046Net Assets 2016: $54,678,4762016Assets 2017: $70,795,052Liabilities 2017: $8,502,943Net Assets 2017: $62,292,1092017Assets 2018: $343,955Liabilities 2018: $13,741Net Assets 2018: $330,2142018

Highlighted filing

2016

Assets$61,255,522
Liabilities$6,577,046
Net Assets$54,678,476
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50M-$100MRevenue 2013: $150,000Expenses 2013: $36,025Net Income 2013: $113,9752013Revenue 2014: $16,231,998Expenses 2014: $4,216,529Net Income 2014: $12,015,4692014Revenue 2015: $17,080,536Expenses 2015: $53,591Net Income 2015: $17,026,9452015Revenue 2016: $14,571,485Expenses 2016: $22,579Net Income 2016: $14,548,9062016Revenue 2017: $7,848,099Expenses 2017: $234,466Net Income 2017: $7,613,6332017Revenue 2018: $8,298,368Expenses 2018: $70,260,263Net Income 2018: -$61,961,8952018

Highlighted filing

2016

Revenue$14,571,485
Expenses$22,579
Net Income$14,548,906
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$14,571,485
Mission and Program Overview

Mission

The exclusive objective and purpose of Partnership for Haas Preeminence is to fund and manage the design and implementation of the University of California, Berkeley Haas School of Business Master Space Plan, Strategic Facilities Study, which consists of four projects: (1) the installation of air conditioning in Cheit Hall classroom building and the renovation of classroom C230; (2) the replacement of the lower courtyard; (3) construction of a new six-story academic/classroom building on the site immediately adjacent and north of the existing Haas School of Business; and (4) the renovation of the Student Services Building.

The exclusive objective and purpose of Partnership for Haas Preeminence is to fund and manage the design and implementation of the University of California, Berkeley Haas School of Business Master Space Plan, Strategic Facilities Study.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$18,289,803$4,891,957▼ $13,397,846
Pledges and Grants Receivable$4,458,804$3,492,500▼ $966,304
Cash and Non-Interest-Bearing Accounts$418,093$2,563,017▲ $2,144,924
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$41,907,995$61,255,522▲ $19,347,527
Other Assets Total$18,741,295$50,308,048▲ $31,566,753
Liabilities
Accounts Payable and Accrued Expenses$1,778,425$6,577,046▲ $4,798,621
Total Liabilities$1,778,425$6,577,046▲ $4,798,621
Net Assets / Fund Balance
Temporarily Rstr Net Assets$40,127,573$54,674,324▲ $14,546,751
Unrestricted Net Assets$1,997$4,152▲ $2,155
Total Net Assets Fund Balance$40,129,570$54,678,476▲ $14,548,906
Total Liabilities and Net Assets / Fund Balance$41,907,995$61,255,522▲ $19,347,527

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$50,308,048--
Compensation and Service Providers
Top Officer Pay64th percentile

Board Members and Trustees

NameTitle
Warren E Spieker JrPresident
Walter S Hallanan IIISecretary
Richard K LyonsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hallanan & CompanyProject ManagementPO Box 2556, Mill Valley, CA 94942$317,347
PepperDashAudio visual214 Lincoln St Ste 300, Allston, MA 02134$105,416
Revenue and Support

Revenue Composition

Contributions and Grants
$14,569,330
Program Service Revenue
$0
Investment Income
$2,155
Other Revenue
$0
All Other Contributions
$14,569,330
Change in Net Assets
$14,548,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,571,485
Total Revenue per Audited Statements
$14,571,485
Total Revenue per Form 990
$14,571,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,579
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$17,821-$17,821
Insurance-$4,358-$4,358
Other Expenses-$400-$400
Total Functional Expenses$0$22,579$0$22,579

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,579
Total Expenses per Audited Statements$22,579
Total Expenses per Form 990$22,579
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Walter S Hallanan IIIOfficer/Dir.Project Mgmt.No$317,347

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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

“A copy of the Form 990 is provided to each officer and director prior to its filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“To ensure the Organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews of the Conflict of Interest Policy shall be conducted. When conducting the periodic reviews, the Organization may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents, policies and financial statements are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Partnership for Haas Preeminence
EIN
45-5126076
Phone
6508545600
Address
2180 Sand Hill Road Ste 100, Menlo Park, CA 94025

Signing Officer

Name
Warren E Spieker Jr
Title
President
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren E Spieker Jr
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
3

Preparer

Firm
Crosby & Kaneda CPAs
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Additional Explanations

Form 990 - Part IX Statement of Functional Expense

“In-kind fundraising services was provided by the University of California, Berkeley Haas School of Business Development Office.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has evaluated its current tax positions as of December 31, 2016 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Part IV, Section E Line 1C Support of Government EntityThe exclusive objective and purpose of Partnership for Haas Preeminence (the Organization) is to fund and manage the design and implementation of the University of California, Berkeley Haas School of Business Master Trust Space Plan, Strategic Facilities Study. The Organization raises the funds necessary to pay for the construction on the Haas Business School and uses the funds raised to pay for all costs associated with this project. If not for the Organization, the University of California, Berkeley Haas School of Business, a California state school, would be responsible for raising the funds and paying for the construction of the project.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Dean of Haas School of Business serves as the Treasurer of Partnership for Haas Preeminence, and is involved in deciding the investment and use of the organization's assets and income by virtue of being a member of the PFHP governing board.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UC Berkeley Haas Business
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt022579
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt050308048
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Phase II New Academic Building
IRS990ScheduleD/RevenueSubtotalAmt014571485
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has evaluated its current tax positions as of December 31, 2016 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt050308048
IRS990ScheduleD/TotalExpensesPerForm990Amt022579
IRS990ScheduleD/TotalRevenuePerForm990Amt014571485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014571485
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022579
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0445400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Richard K Lyons
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0445400
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Walter S Hallanan III
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer/Dir.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0317347
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Project Mgmt.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Walter S. Hallanan, Secretary and Director of Partnership for Haas Preeminence (the "Organization"), is a principal of Hallanan & Company, a real estate/project management consultancy firm which has been hired by the Organization as an independent contractor to provide the services of Project Manager. In August 2012, the Organization entered into an agreement with Hallanan & Company for "Project Management Consulting Services: Implementation of Modified Master Space Plan: Strategic Facilities Study dated September 2009 & Agreement for Project Management Consulting Services." Project Management Services provided by Hallanan & Company totaled $317,347 in 2016.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 is provided to each officer and director prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To ensure the Organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews of the Conflict of Interest Policy shall be conducted. When conducting the periodic reviews, the Organization may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents, policies and financial statements are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In-kind fundraising services was provided by the University of California, Berkeley Haas School of Business Development Office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 - Part IX Statement of Functional Expense
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0UC Board of Regents
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UC Berkeley Haas Business School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946002123
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provision of higher education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt05
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0545 Student Services Bldg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Berkeley
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014569330
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash/Pldg Recd
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UC Berkeley Haas Business School
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0m
IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt040127573
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt054674324
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IRS990/TotalAssetsBOYAmt041907995
IRS990/TotalAssetsEOYAmt061255522
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IRS990/TotalContributionsAmt014569330
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022579
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022579
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01778425
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IRS990/TotalLiabilitiesGrp/EOYAmt06577046
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IRS990/TotalRevenueGrp/ExclusionAmt02155

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,255,522
Liabilities
$6,577,046
Net assets
$54,678,476
Revenue
$14,571,485
Expenses
$22,579
Net income
$14,548,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$8.30$70.3$62.0
2017Detailed filing. Detailed filing data is available for this year.$70.8$8.50$62.3$7.85$0.23$7.61
2016Detailed filing. Detailed filing data is available for this year.$61.3$6.58$54.7$14.6$0.02$14.5
2015Detailed filing. Detailed filing data is available for this year.$41.9$1.78$40.1$17.1$0.05$17.0
2014Summary only. Only limited summary data is available for this year.$24.4$1.28$23.1$16.2$4.22$12.0
2013Summary only. Only limited summary data is available for this year.$6.09$0.00$6.09$0.15$0.04$0.11