Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2015 • EIN 46-3482813

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization ProfileWWW.BINST.ORG

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2134 Allston WayBerkeley, CA 94704

(515) 201-1970

Siviq Scores

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

Liabilities / Assets

89th percentile

0.48x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$94,802

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

1360%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$58,407

Up $54,407 (+1360%) from 2014

Net Assets

Up

$30,185

Up $37,136 (+534%) from 2014

Liabilities

Up

$28,222

Up $17,271 (+158%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin69th percentile

Revenue

Up

$268,700

Up $81,356 (+43%) from 2014

Expenses

Down

$231,564

Down $4,588 (-1.9%) from 2014

Net Income

Up

$37,136

Up $85,944 (+176%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2013: $38,157Liabilities 2013: $0Net Assets 2013: $38,1572013Assets 2014: $4,000Liabilities 2014: $10,951Net Assets 2014: -$6,9512014Assets 2015: $58,407Liabilities 2015: $28,222Net Assets 2015: $30,1852015Assets 2016: $25,656Liabilities 2016: $0Net Assets 2016: $25,6562016Assets 2017: $84,205Liabilities 2017: $0Net Assets 2017: $84,2052017Assets 2018: $120,824Liabilities 2018: $0Net Assets 2018: $120,8242018Assets 2019: $89,700Liabilities 2019: $0Net Assets 2019: $89,7002019Assets 2020: $135,167Liabilities 2020: $39,218Net Assets 2020: $95,9492020Assets 2021: $207,781Liabilities 2021: $0Net Assets 2021: $207,7812021Assets 2022: $336,955Liabilities 2022: $0Net Assets 2022: $336,9552022Assets 2023: $346,949Liabilities 2023: $0Net Assets 2023: $346,9492023Assets 2024: $378,858Liabilities 2024: $0Net Assets 2024: $378,8582024

Highlighted filing

2015

Assets$58,407
Liabilities$28,222
Net Assets$30,185
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $130,000Expenses 2013: $91,843Net Income 2013: $38,1572013Revenue 2014: $187,344Expenses 2014: $236,152Net Income 2014: -$48,8082014Revenue 2015: $268,700Expenses 2015: $231,564Net Income 2015: $37,1362015Revenue 2016: $268,600Expenses 2016: $303,147Net Income 2016: -$34,5472016Revenue 2017: $351,700Expenses 2017: $291,500Net Income 2017: $60,2002017Revenue 2018: $379,345Expenses 2018: $341,414Net Income 2018: $37,9312018Revenue 2019: $327,503Expenses 2019: $358,627Net Income 2019: -$31,1242019Revenue 2020: $312,500Expenses 2020: $306,251Net Income 2020: $6,2492020Revenue 2021: $364,943Expenses 2021: $258,179Net Income 2021: $106,7642021Revenue 2022: $454,582Expenses 2022: $325,408Net Income 2022: $129,1742022Revenue 2023: $387,279Expenses 2023: $377,283Net Income 2023: $9,9962023Revenue 2024: $452,970Expenses 2024: $421,061Net Income 2024: $31,9092024

Highlighted filing

2015

Revenue$268,700
Expenses$231,564
Net Income$37,136
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$268,700
Mission and Program Overview

Mission

The institute explores and passes on the principles of reason and order that underlie academic inquiry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,800$44,973▲ $42,173
Rtn Earn Endowment Incm Other Fnds$-6,951$30,185▲ $37,136
Land, Buildings, and Equipment, Net$0$10,434▲ $10,434
Savings and Temporary Cash Investments$1,200$3,000▲ $1,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,000$58,407▲ $54,407
Liabilities
Other Liabilities$10,951$28,222▲ $17,271
Total Liabilities$10,951$28,222▲ $17,271
Net Assets / Fund Balance
Total Net Assets Fund Balance$-6,951$30,185▲ $37,136
Total Liabilities and Net Assets / Fund Balance$4,000$58,407▲ $54,407

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,434$3,027$13,461
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew RoseExective DirectorFT$91,462$3,340$94,802
Steven JusticePresidentPT$32,750-$32,750

Board Members and Trustees

NameTitle
Fred ClarkDirector, Chairman of the
Bryan BradfordDirector
Dan LahlDirector
Luis TellezDirector
Nathan GeorgeDirector
Karl Van BibberSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,700
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$268,700
Change in Net Assets
$37,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$141,534
Other Expenses$90,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$93,158$31,054-$124,212
Occupancy$37,400--$37,400
Travel$5,432$5,432-$10,864
Other Salaries and Wages$9,244--$9,244
Conferences and Meetings$7,056--$7,056
Insurance-$6,992-$6,992
Office Expenses$1,600$4,802-$6,402
Payroll Taxes$3,554$1,184-$4,738
Pension Plan Contributions$3,340--$3,340
Depreciation Depletion$2,270$757-$3,027
Fees for Services Other-$1,499-$1,499
Fees for Services Accounting$600$600-$1,200
Other Expenses$326--$326
Fees for Services Lobbying$10$10-$20
Total Functional Expenses$179,234$52,330$0$231,564
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Overdraft$28,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

“Form 990 is reviewed at board meeting prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Berkeley Institute
EIN
46-3482813
Phone
5152011970
Address
2134 ALLSTON WAY, BERKELEY, CA 94704

Signing Officer

Name
Steven Justice
Title
President
Phone
5152011970
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Justice
Formed
2013
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
0

Preparer

Firm
Rgp Llp
Address
1340 TREAT BLVD STE 525, WALNUT CREEK, CA 94597
Preparer
Ward Pynn
Phone
9259540100
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04000
IRS990/TotalAssetsEOYAmt058407
IRS990/TotalAssetsGrp/BOYAmt04000
IRS990/TotalAssetsGrp/EOYAmt058407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0268700
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052330
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0179234
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231564
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010951
IRS990/TotalLiabilitiesEOYAmt028222
IRS990/TotalLiabilitiesGrp/BOYAmt010951
IRS990/TotalLiabilitiesGrp/EOYAmt028222
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-6951
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030185
IRS990/TotalOtherCompensationAmt03340
IRS990/TotalProgramServiceExpensesAmt0179234
IRS990/TotalReportableCompFromOrgAmt0124212
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268700
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05432
IRS990/TravelGrp/ProgramServicesAmt05432
IRS990/TravelGrp/TotalAmt010864
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02134 ALLSTON WAY
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094704
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.BINST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN JUSTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152011970
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0463482813
ReturnHeader/Filer/PhoneNum05152011970
ReturnHeader/Filer/USAddress/AddressLine1Txt02134 ALLSTON WAY
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01340 TREAT BLVD STE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/ReturnTs02016-11-11T17:14:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,407
Liabilities
$28,222
Net assets
$30,185
Revenue
$268,700
Expenses
$231,564
Net income
$37,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.00$3.79$4.53$4.21$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$3.87$3.77$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$4.55$3.25$1.29
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$3.65$2.58$1.07
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.39$0.96$3.13$3.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$3.28$3.59$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$3.79$3.41$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$3.52$2.92$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$2.69$3.03$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.28$0.30$2.69$2.32$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.07$1.87$2.36$0.49
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$1.30$0.92$0.38