Civic Intelligence

Partnership for Haas Preeminence

990 • Fiscal year 2017 • EIN 45-5126076

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

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

30th percentile

0.12x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

1.08x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$445,400

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-46%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$70,795,052

Up $9,539,530 (+16%) from 2016

Net Assets

Up

$62,292,109

Up $7,613,633 (+14%) from 2016

Liabilities

Up

$8,502,943

Up $1,925,897 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin99th percentile

Revenue

Down

$7,848,099

Down $6,723,386 (-46%) from 2016

Expenses

Up

$234,466

Up $211,887 (+938%) from 2016

Net Income

Down

$7,613,633

Down $6,935,273 (-48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$70,795,052
Liabilities$8,502,943
Net Assets$62,292,109
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$7,848,099
Expenses$234,466
Net Income$7,613,633
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.2
Gross Receipts
$7,848,099
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
Pledges and Grants Receivable$3,492,500$1,745,395▼ $1,747,105
Savings and Temporary Cash Investments$4,891,957$196,667▼ $4,695,290
Cash and Non-Interest-Bearing Accounts$2,563,017$192,700▼ $2,370,317
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$61,255,522$70,795,052▲ $9,539,530
Other Assets Total$50,308,048$68,660,290▲ $18,352,242
Liabilities
Unsecured Notes Loans Payable-$7,179,667-
Accounts Payable and Accrued Expenses$6,577,046$1,323,276▼ $5,253,770
Total Liabilities$6,577,046$8,502,943▲ $1,925,897
Net Assets / Fund Balance
Temporarily Rstr Net Assets$54,674,324$62,174,858▲ $7,500,534
Unrestricted Net Assets$4,152$117,251▲ $113,099
Total Net Assets Fund Balance$54,678,476$62,292,109▲ $7,613,633
Total Liabilities and Net Assets / Fund Balance$61,255,522$70,795,052▲ $9,539,530

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$68,660,290--
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
Vance Brown IncGeneral Contractor3197 Park Blvd, Palo Alto, CA 94306$20,857,748
Integrated Communication SystemsAudio visual6680 Via Del Oro, San Jose, CA 95119$1,119,528
Perkins & Will IncArchitecture DesignPO Box 71181, Chicago, IL 60694$435,737
Hallanan & CompanyProject ManagementPO Box 2556, Mill Valley, CA 94942$349,022
PepperDashAudio visual27 Congress Ste 104, Salem, MA 01970$337,731
Revenue and Support

Revenue Composition

Contributions and Grants
$7,735,000
Program Service Revenue
$0
Investment Income
$16,136
Other Revenue
$96,963
All Other Contributions
$4,735,000
Change in Net Assets
$7,613,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,848,099
Total Revenue per Audited Statements
$7,848,099
Total Revenue per Form 990
$7,848,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,466
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
Interest-$179,667-$179,667
Fees for Services Other-$38,393-$38,393
Fees for Services Accounting-$15,138-$15,138
Insurance-$888-$888
Other Expenses-$225-$225
Office Expenses-$155-$155
Total Functional Expenses$0$234,466$0$234,466

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$234,466
Total Expenses per Audited Statements$234,466
Total Expenses per Form 990$234,466
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$349,022

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
2018-08-28
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 LLP
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, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

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IRS990/Desc0The expenses associated with the following project accomplishments have been capitalized (Capital Project - Phase II). Once completed, the assets will be gifted to the University of California, Berkeley at book value: continuing and ongoing project management regarding development/construction of the 80,000 SF North Academic Building including interface with the UCB-Capital Projects. Achieved phased occupancy of the building commencing July 2017 with 100% occupancy achieved in October 2017. Completed construction and site work; working on completion of punch list through year end 2017. Working toward completion of LEED, WELL and solar initiatives in 2018.
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IRS990/MissionDesc0The 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.
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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 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
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0234466
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt068660290
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Phase II New Academic Building
IRS990ScheduleD/RevenueSubtotalAmt07848099
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt068660290
IRS990ScheduleD/TotalExpensesPerForm990Amt0234466
IRS990ScheduleD/TotalRevenuePerForm990Amt07848099
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07848099
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0234466
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
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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/TransactionAmt0349022
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Project Mgmt.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt07179668
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Construction
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt07000000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Goldman Fund
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Contributor
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
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 $349,022 in 2017.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleL/TotalBalanceDueAmt07179668
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
IRS990ScheduleR/AssetExchangeInd0true
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094720
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03000000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17735000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash/Pldg Recd
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UC Berkeley Haas Business School
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UC Berkeley Haas Business School
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1m
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IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,795,052
Liabilities
$8,502,943
Net assets
$62,292,109
Revenue
$7,848,099
Expenses
$234,466
Net income
$7,613,633
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