Civic Intelligence

Partnership for Haas Preeminence

990 • Fiscal year 2018 • EIN 45-5126076

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 14, 2019

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

0.04x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

1st percentile

-747%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$229,400

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

5.7%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$343,955

Down $70,451,097 (-100%) from 2017

Net Assets

Down

$330,214

Down $61,961,895 (-99%) from 2017

Liabilities

Down

$13,741

Down $8,489,202 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin1st percentile

Revenue

Up

$8,298,368

Up $450,269 (+5.7%) from 2017

Expenses

Up

$70,260,263

Up $70,025,797 (+29866%) from 2017

Net Income

Down

-$61,961,895

Down $69,575,528 (-914%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2018

Assets$343,955
Liabilities$13,741
Net Assets$330,214
Open 2018 Filing

Operations Trend

Revenue Growth55th 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

2018

Revenue$8,298,368
Expenses$70,260,263
Net Income-$61,961,895
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 14, 2019
Return Version
2018v3.1
Gross Receipts
$8,298,368
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$1,745,395$0▼ $1,745,395
Savings and Temporary Cash Investments$196,667$196,785▲ $118
Cash and Non-Interest-Bearing Accounts$192,700$147,170▼ $45,530
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-
Other Assets Total$68,660,290$0▼ $68,660,290
Total Assets$70,795,052$343,955▼ $70,451,097
Liabilities
Unsecured Notes Loans Payable$7,179,667--
Accounts Payable and Accrued Expenses$1,323,276$13,741▼ $1,309,535
Total Liabilities$8,502,943$13,741▼ $8,489,202
Net Assets / Fund Balance
Unrestricted Net Assets$117,251$194,702▲ $77,451
Temporarily Rstr Net Assets$62,174,858$135,512▼ $62,039,346
Total Net Assets Fund Balance$62,292,109$330,214▼ $61,961,895
Total Liabilities and Net Assets / Fund Balance$70,795,052$343,955▼ $70,451,097
Compensation and Service Providers
Top Officer Pay81st 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$506,832
Integrated Communication SystemsAudio Visual6680 Via Del Oro, San Jose, CA 95119$439,018
Hallanan & CompanyProject ManagementPO Box 2556, Mill Valley, CA 94942$171,743
Solar SpectrumSolar Equipment27368 Via Industria, Temecula, CA 92590$104,920
Revenue and Support

Revenue Composition

Contributions and Grants
$8,220,917
Program Service Revenue
$0
Investment Income
$118
Other Revenue
$77,333
All Other Contributions
$8,220,917
Change in Net Assets
$-61,961,895

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$7,520,917Fair Market Value (FMV)
Total Noncash Contributions1$7,520,917-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,298,368
Total Revenue per Audited Statements
$8,298,368
Total Revenue per Form 990
$8,298,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,837,002
Other Expenses$423,261
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,837,002--$69,837,002
Interest-$341,250-$341,250
Fees for Services Accounting-$19,421-$19,421
Insurance-$795-$795
Other Expenses-$150-$150
Total Functional Expenses$69,837,002$423,261$0$70,260,263

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$70,260,263
Total Expenses per Audited Statements$70,260,263
Total Expenses per Form 990$70,260,263
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UC Berkely Haas Bus SchoolBerkeley, CA501c3Support Haas Business School$0
UC Berkely Haas Bus SchoolBerkeley, CA501c3Support Haas Business School$0
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$159,615

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
Walter S Hallanan III
Title
Secretary
Signed
2019-03-14
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, 2018 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

Raw XML AppendixShowing 400 of 500 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.

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IRS990/Desc0The expenses associated with the following project accomplishments were capitalized (Capital Project - Phase II). Upon completion, the assets were 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. We now have LEED Platinum certification with WELL certification pending. Have initiated the Dissolution and wind down of 501c3 entity by end of February 2019.
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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 three 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; and (3) construction of a new six-story academic/classroom building on the site immediately adjacent and north of the existing Haas School of Business.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Part I, Line 12g, Column VI Amount of other supportThe organization provided UC Berkeley, Haas Business School with noncash assistance valued at $69,837,002 in the form of construction costs, management services and pledges receivable.Part 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
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt069837002
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UC Berkeley Haas Business
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt070260263
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt08298368
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has evaluated its current tax positions as of December 31, 2018 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt070260263
IRS990ScheduleD/TotalRevenuePerForm990Amt08298368
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt070260263
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IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt068932002
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1905000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Construction, Project Mgmt
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1Assignment of pledges
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support Haas Business School
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support Haas Business School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UC Berkely Haas Bus School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UC Berkely Haas Bus School
IRS990ScheduleI/RecipientTable/RecipientEIN0946002123
IRS990ScheduleI/RecipientTable/RecipientEIN1946002123
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0545 Student Svcs Bldg
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1545 Student Svcs Bldg
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Berkeley
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Berkeley
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Cost
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Pledges schedule
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization's exclusive purpose is to fund and manage the design and implementation of the University of California, Berkeley Haas School of Business Master Space Plan. The organization works closely with the school in overseeing and monitoring costs of the project.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0229400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Richard K Lyons
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0229400
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Walter S Hallanan III
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer/Dir.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0159615
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 $159,615 in FY 2018.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Loan balan. transfer
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
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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/GiftGrntOrCapContriToOthOrgInd0true
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,955
Liabilities
$13,741
Net assets
$330,214
Revenue
$8,298,368
Expenses
$70,260,263
Net income
-$61,961,895
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