Civic Intelligence

The Berkley Foundation Inc

EIN 46-2713832 • 501(c)3 • Monterey, CA

Profile

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.

117 Cuesta Vista DriveMonterey, CA 93940

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

23rd percentile

-39%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,900

Down $1,836 (-39%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$2,900

Down $1,836 (-39%) from 2019

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $16,999 (-100%) from 2019

Expenses

Down

$1,836

Down $14,458 (-89%) from 2019

Net Income

Down

-$1,836

Down $2,541 (-360%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2020

Assets$2,900
Liabilities$0
Net Assets$2,900
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue$0
Expenses$1,836
Net Income-$1,836
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,900
Liabilities
$0
Net assets
$2,900
Revenue
$0
Expenses
$1,836
Net income
-$1,836
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.0
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.$1,836-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY CLAYPOOLVice President-$0--
SHANNON STEVENSSecretary-$0--
MARY ANN LEFFELPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
The Berkley Foundation Inc
EIN
46-2713832
Phone
8314024616
Address
117 CUESTA VISTA DRIVE, MONTEREY, CA 93940

Signing Officer

Name
Mary Ann Leffel
Title
President & CEO
Signed
2021-06-29
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”

Raw XML Appendix137 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/PhoneNum08315886204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0460 CALLE PRINCIPAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1836
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0836
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04736
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02900
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02900
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY CLAYPOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY ANN LEFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01000
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/GrantsAndAllocationsAmt01836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01836
IRS990EZ/TotalProgramServiceExpensesAmt01836
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0203212
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/PublicSupportTotal509Amt0203212
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138808
IRS990ScheduleA/Total509Grp/TotalAmt0203212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138808
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN LEFFEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0462713832
ReturnHeader/Filer/PhoneNum08314024616
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/ReturnTs02021-06-29T18:47:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEFFEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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