Civic Intelligence

The Berkley Foundation Inc

990EZ • Fiscal year 2018 • EIN 46-2713832

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 30, 2019

Organization ProfileN/A
117 Cuesta Vista DriveMonterey, CA 93940

(831) 373-3151

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-110%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,031

Down $22,541 (-85%) from 2017

Net Assets

Down

$4,031

Down $22,541 (-85%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$20,495

Down $6,415 (-24%) from 2017

Expenses

Up

$43,036

Up $27,804 (+183%) from 2017

Net Income

Down

-$22,541

Down $34,219 (-293%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2018

Assets$4,031
Liabilities$0
Net Assets$4,031
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$20,495
Expenses$43,036
Net Income-$22,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$20,495
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.$43,036-
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
117 CUESTA VISTA DRIVE, MONTEREY, CA 93940

Signing Officer

Name
Jeannette Witten
Title
Secretary
Signed
2019-09-30
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 $39582”

Other Expenses.2

“Credit card processeing fees $714”

Other Expenses.3

“BANK SERVICE CHARGE $30”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum08313733151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0460 CALLE PRINCIPAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020495
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22541
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01710
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04031
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt020495
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04031
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/OtherExpensesTotalAmt041326
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/GrantsAndAllocationsAmt043036
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043036
IRS990EZ/TotalProgramServiceExpensesAmt043036
IRS990EZ/TotalRevenueAmt020495
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0138808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0196213
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/PublicSupportTotal509Amt0196213
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/Total509Grp/TotalAmt0196213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0138808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MENTOR PROGRAM $39582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PROCESSEING FEES $714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGE $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNETTE WITTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0462713832
ReturnHeader/Filer/PhoneNum08313733151
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 CUESTA VISTA DRIVE
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/ReturnTs02019-09-30T16:26:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,031
Liabilities
$0
Net assets
$4,031
Revenue
$20,495
Expenses
$43,036
Net income
-$22,541
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