Civic Intelligence

Berkeley Lab Foundation

990 • Fiscal year 2016 • EIN 46-2907726

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 03, 2017

Organization Profilewww.berkeleylabfoundation.org
1111 Franklin Street 7th FloorOakland, CA 94607

(650) 804-8490

Siviq Scores

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

Liabilities / Assets

47th percentile

0.20x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

1.02x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$355,086

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$12,549,884

Up $2,388,576 (+24%) from 2015

Net Assets

Down

$10,015,363

Down $145,945 (-1.4%) from 2015

Liabilities

Up

$2,534,521

Up $2,534,521 from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin44th percentile

Revenue

Down

$2,487,056

Down $7,695,912 (-76%) from 2015

Expenses

Up

$2,461,199

Up $2,357,975 (+2284%) from 2015

Net Income

Down

$25,857

Down $10,053,887 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0Assets 2014: $46,279Liabilities 2014: $0Net Assets 2014: $46,2792014Assets 2015: $10,161,308Liabilities 2015: $0Net Assets 2015: $10,161,3082015Assets 2016: $12,549,884Liabilities 2016: $2,534,521Net Assets 2016: $10,015,3632016Assets 2017: $14,705,107Liabilities 2017: $2,584,521Net Assets 2017: $12,120,5862017Assets 2018: $16,158,595Liabilities 2018: $2,634,521Net Assets 2018: $13,524,0742018Assets 2019: $15,920,738Liabilities 2019: $11,389Net Assets 2019: $15,909,3492019Assets 2020: $21,701,296Liabilities 2020: $537,171Net Assets 2020: $21,164,1252020Assets 2021: $26,129,573Liabilities 2021: $501,410Net Assets 2021: $25,628,1632021Assets 2022: $23,841,224Liabilities 2022: $438,169Net Assets 2022: $23,403,0552022Assets 2023: $23,007,246Liabilities 2023: $266,724Net Assets 2023: $22,740,5222023Assets 2024: $26,706,707Liabilities 2024: $240,727Net Assets 2024: $26,465,9802024

Highlighted filing

2016

Assets$12,549,884
Liabilities$2,534,521
Net Assets$10,015,363
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $46,311Expenses 2014: $32Net Income 2014: $46,2792014Revenue 2015: $10,182,968Expenses 2015: $103,224Net Income 2015: $10,079,7442015Revenue 2016: $2,487,056Expenses 2016: $2,461,199Net Income 2016: $25,8572016Revenue 2017: $4,241,385Expenses 2017: $2,863,996Net Income 2017: $1,377,3892017Revenue 2018: $4,307,020Expenses 2018: $3,585,752Net Income 2018: $721,2682018Revenue 2019: $2,212,512Expenses 2019: $860,296Net Income 2019: $1,352,2162019Revenue 2020: $10,408,384Expenses 2020: $4,646,529Net Income 2020: $5,761,8552020Revenue 2021: $2,059,102Expenses 2021: $4,199,893Net Income 2021: -$2,140,7912021Revenue 2022: $8,617,884Expenses 2022: $9,164,510Net Income 2022: -$546,6262022Revenue 2023: $5,151,452Expenses 2023: $6,050,321Net Income 2023: -$898,8692023Revenue 2024: $9,891,985Expenses 2024: $7,824,825Net Income 2024: $2,067,1602024

Highlighted filing

2016

Revenue$2,487,056
Expenses$2,461,199
Net Income$25,857
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 3, 2017
Return Version
2015v3.0
Gross Receipts
$2,487,056
Mission and Program Overview

Mission

To support the scientific and educational purposes of the regents of the university of california (the "university"), in its specific capacity as manager and operator of the lawrence berkeley national laboratory and to carry on other charitable and educational activities allowed by law, as determined by the board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,028,898$6,378,898▲ $350,000
Investments in Publicly Traded Securities$4,083,281$6,133,733▲ $2,050,452
Accounts Receivable-$23,539-
Cash and Non-Interest-Bearing Accounts$49,129$13,714▼ $35,415
Total Assets$10,161,308$12,549,884▲ $2,388,576
Liabilities
Unsecured Notes Loans Payable-$2,500,000-
Accounts Payable and Accrued Expenses-$34,521-
Total Liabilities$0$2,534,521▲ $2,534,521
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,905,569$9,905,569→ $0
Temporarily Rstr Net Assets$206,610$138,528▼ $68,082
Unrestricted Net Assets$49,129$-28,734▼ $77,863
Total Net Assets Fund Balance$10,161,308$10,015,363▼ $145,945
Total Liabilities and Net Assets / Fund Balance$10,161,308$12,549,884▲ $2,388,576
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Michael WitherellDirector$120,478$120,478

Board Members and Trustees

NameTitle
Sarah CliftPresident
Jeffrey A BlairDirector
Paul AlivisatosDirector
Geoffrey O'NeillSecretary
Kim WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,437,361
Program Service Revenue
$0
Investment Income
$49,695
Other Revenue
$0
All Other Contributions
$2,437,361
Change in Net Assets
$25,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,487,056
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-171,802
Total Revenue per Audited Statements
$2,315,254
Total Revenue per Form 990
$2,487,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,418,336
Other Expenses$42,863
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,418,336--$2,418,336
Interest-$34,521-$34,521
Office Expenses-$8,342-$8,342
Total Functional Expenses$2,418,336$42,863$0$2,461,199

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,461,199
Total Expenses per Audited Statements$2,461,199
Total Expenses per Form 990$2,461,199
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of the University of CaliforniaOakland, CA501(c)(3)Educational Purposes$2,418,336
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A copy of the Form 990 was provided to all members of the governing body prior to filing.”

Form 990, Part VI, Section B, line 15

“The Foundation has no employees, and its officers and Board members are compensated by the Regents of the University of California. Therefore, this question is answered "no."”

Form 990, Part VI, Section C, line 19

“The Foundation makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Lab Foundation
EIN
46-2907726
Phone
6508048490
Address
1111 Franklin Street 7th Floor, Oakland, CA 94607

Signing Officer

Name
Ivy Clift
Title
President
Phone
6508048490
Signed
2017-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Clift
Formed
2013
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
6

Preparer

Firm
Armanino LLP
Address
12657 Alcosta Blvd Ste 500, San Ramon, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“The Foundation is an organization exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code and is generally not subject to federal or state income taxes. However, the Foundation is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purpose for which it is granted exemption. No income tax provision has been recorded as the Foundation has not earned net income from any unrelated trade or business as of June 30, 2016 and 2015.”

Raw XML AppendixShowing 400 of 450 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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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02315254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02461199
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02418336
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational Purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Regents of the University of California
IRS990ScheduleI/RecipientTable/RecipientEIN0943067788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 Franklin Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oakland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094607
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation operates exclusively to support the Regents of the University of California in its specific capacity as Manager and Operator of the Lawrence Berkeley National Laboratory. Grants are made to the Regents of the University of California only. The Department of Education issues an annual public report that states the amounts given to the University of California by each laboratory. Internal reports are issued as part of the University of California's budget system.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4302260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sarah Clift
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Kim Williams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Geoffrey O'Neill
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Paul Alivisatos
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Jeffrey A Blair
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Director
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4302260
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was provided to all members of the governing body prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation has no employees, and its officers and Board members are compensated by the Regents of the University of California. Therefore, this question is answered "no."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation makes its governing documents, conflict of interest policy and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0206610
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0138528
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010161308
IRS990/TotalAssetsEOYAmt012549884
IRS990/TotalAssetsGrp/BOYAmt010161308
IRS990/TotalAssetsGrp/EOYAmt012549884
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02437361
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042863
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02418336
IRS990/TotalFunctionalExpensesGrp/TotalAmt02461199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02534521
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02534521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010161308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010015363
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02418336
IRS990/TotalReportableCompFromOrgAmt00

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,549,884
Liabilities
$2,534,521
Net assets
$10,015,363
Revenue
$2,487,056
Expenses
$2,461,199
Net income
$25,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.7$0.24$26.5$9.89$7.82$2.07
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.27$22.7$5.15$6.05$0.90
2022Detailed filing. Detailed filing data is available for this year.$23.8$0.44$23.4$8.62$9.16$0.55
2021Detailed filing. Detailed filing data is available for this year.$26.1$0.50$25.6$2.06$4.20$2.14
2020Detailed filing. Detailed filing data is available for this year.$21.7$0.54$21.2$10.4$4.65$5.76
2019Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$2.21$0.86$1.35
2018Detailed filing. Detailed filing data is available for this year.$16.2$2.63$13.5$4.31$3.59$0.72
2017Detailed filing. Detailed filing data is available for this year.$14.7$2.58$12.1$4.24$2.86$1.38
2016Detailed filing. Detailed filing data is available for this year.$12.5$2.53$10.0$2.49$2.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$10.2$0.10$10.1
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05