Civic Intelligence

The Berkley Foundation Inc

990EZ • Fiscal year 2017 • EIN 46-2713832

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
490 Calle PrincipalMonterey, CA 93940

(831) 373-3151

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

78%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,572

Up $11,678 (+78%) from 2016

Net Assets

$26,572

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin89th percentile

Revenue

Down

$26,910

Down $111,898 (-81%) from 2016

Expenses

Down

$15,232

Down $109,270 (-88%) from 2016

Net Income

Down

$11,678

Down $2,628 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30K$20K$10K$0Assets 2016: $14,894Liabilities 2016: $02016Assets 2017: $26,572Liabilities 2017: $0Net Assets 2017: $26,5722017Assets 2018: $4,031Liabilities 2018: $0Net Assets 2018: $4,0312018Assets 2019: $4,736Liabilities 2019: $0Net Assets 2019: $4,7362019Assets 2020: $2,900Liabilities 2020: $0Net Assets 2020: $2,9002020

Highlighted filing

2017

Assets$26,572
Liabilities$0
Net Assets$26,572
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $138,808Expenses 2016: $124,502Net Income 2016: $14,3062016Revenue 2017: $26,910Expenses 2017: $15,232Net Income 2017: $11,6782017Revenue 2018: $20,495Expenses 2018: $43,036Net Income 2018: -$22,5412018Revenue 2019: $16,999Expenses 2019: $16,294Net Income 2019: $7052019Revenue 2020: $0Expenses 2020: $1,836Net Income 2020: -$1,8362020

Highlighted filing

2017

Revenue$26,910
Expenses$15,232
Net Income$11,678
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$26,910
Mission and Program Overview

Mission

The public and charitable purposes of the corporation are to organize and sponsor charitable, cultural and fundraising events and to promote education, the arts and community welfare through charitable giving.

Program Services

DescriptionGrantsExpenses
BUILDING COMMUNITY RECOGNITION FOR PROGRAMS.$15,232-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BANKSPresident-$0--
JEANNETTE WITTENSecretary-$0--
MARY ANN LEFFELCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Berkley Foundation Inc
EIN
46-2713832
Phone
8313733151
Address
490 CALLE PRINCIPAL, MONTEREY, CA 93940

Signing Officer

Name
Jeannette Witten
Title
Secretary
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lawrence Wolf
Address
243 Ranchitos Del Sol, Aptos, CA 95003
Preparer
Shannon Stevens
Phone
8316884257
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1000”

Other Expenses.1

“MENTOR PROGRAM $12530”

Other Expenses.2

“Credit card processeing fees $832”

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JEANNETTE WITTEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08313733151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0460 CALLE PRINCIPAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014894
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026910
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0870
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt026572
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt026910
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014894
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026572
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014894
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNETTE WITTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY ANN LEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PUBLIC AND CHARITABLE PURPOSES OF THE CORPORATION ARE TO ORGANIZE AND SPONSOR CHARITABLE, CULTURAL AND FUNDRAISING EVENTS AND TO PROMOTE EDUCATION, THE ARTS AND COMMUNITY WELFARE THROUGH CHARITABLE GIVING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BUILDING COMMUNITY RECOGNITION FOR PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015232
IRS990EZ/TotalProgramServiceExpensesAmt015232
IRS990EZ/TotalRevenueAmt026910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0175718
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0175718
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/Total509Grp/TotalAmt0175718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MENTOR PROGRAM $12530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PROCESSEING FEES $832
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNETTE WITTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0462713832
ReturnHeader/Filer/PhoneNum08313733151
ReturnHeader/Filer/USAddress/AddressLine1Txt0490 CALLE PRINCIPAL
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453006572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lawrence Wolf
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0243 Ranchitos Del Sol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aptos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095003
ReturnHeader/PreparerPersonGrp/PhoneNum08316884257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON STEVENS
ReturnHeader/ReturnTs02018-11-15T16:48:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,572
Liabilities
$0
Net assets
$26,572
Revenue
$26,910
Expenses
$15,232
Net income
$11,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.17$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.20$0.43$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.27$0.15$0.12
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$1.39$1.25$0.14