Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2016 • EIN 46-3482813

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$96,691

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 36.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,656

Down $32,751 (-56%) from 2015

Net Assets

Down

$25,656

Down $4,529 (-15%) from 2015

Liabilities

Down

$0

Down $28,222 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Down

$268,600

Down $100 (-0.0%) from 2015

Expenses

Up

$303,147

Up $71,583 (+31%) from 2015

Net Income

Down

-$34,547

Down $71,683 (-193%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2016

Assets$25,656
Liabilities$0
Net Assets$25,656
Open 2016 Filing

Operations Trend

Revenue Growth48th 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

2016

Revenue$268,600
Expenses$303,147
Net Income-$34,547
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$268,600
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
Rtn Earn Endowment Incm Other Fnds$30,185$25,656▼ $4,529
Cash and Non-Interest-Bearing Accounts$44,973$11,839▼ $33,134
Land, Buildings, and Equipment, Net$10,434$9,167▼ $1,267
Savings and Temporary Cash Investments$3,000$4,650▲ $1,650
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,407$25,656▼ $32,751
Liabilities
Other Liabilities$28,222$0▼ $28,222
Total Liabilities$28,222$0▼ $28,222
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,185$25,656▼ $4,529
Total Liabilities and Net Assets / Fund Balance$58,407$25,656▼ $32,751

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,167$7,248$16,415
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew RoseExective DirectorFT$93,031$3,660$96,691
Steven JusticePresidentPT$40,077-$40,077

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
$268,600
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$268,600
Change in Net Assets
$-34,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,400
Other Expenses$139,747
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$99,831$33,277-$133,108
Occupancy$51,196--$51,196
Conferences and Meetings$18,632--$18,632
Payroll Taxes$11,870$3,957-$15,827
Other Salaries and Wages$10,805--$10,805
Travel$3,070$3,071-$6,141
Insurance-$6,094-$6,094
Office Expenses$1,223$3,669-$4,892
Depreciation Depletion$3,166$1,055-$4,221
Pension Plan Contributions$3,660--$3,660
Fees for Services Other-$2,114-$2,114
Fees for Services Accounting$712$712-$1,424
Other Expenses$687$688-$1,375
Fees for Services Legal$206$207-$413
Total Functional Expenses$240,142$63,005$0$303,147
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
Backup withholding compliance
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 11B

“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
2017-11-02
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
6

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward Pynn
Phone
9259540100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cumulative prior year adjustments 30,018.”

Part XI, Line 9

“Cumulative prior period adjustments, 30,018”

Raw XML Appendix368 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, CHAIRMAN OF THE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AT BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CUMULATIVE PRIOR YEAR ADJUSTMENTS 30,018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CUMULATIVE PRIOR PERIOD ADJUSTMENTS, 30,018
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058407
IRS990/TotalAssetsEOYAmt025656
IRS990/TotalAssetsGrp/BOYAmt058407
IRS990/TotalAssetsGrp/EOYAmt025656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0268600
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0240142
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028222
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt028222
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030185
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025656
IRS990/TotalOtherCompensationAmt03660
IRS990/TotalProgramServiceExpensesAmt0240142
IRS990/TotalReportableCompFromOrgAmt0133108
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058407
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03071
IRS990/TravelGrp/ProgramServicesAmt03070
IRS990/TravelGrp/TotalAmt06141
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/SignatureDt02017-11-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId036848E178EF0624F122F3F4643E933830F0B78B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId036848E178EF0624F122F3F4643E933830F0B78B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:42:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T17:52:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,656
Liabilities
$0
Net assets
$25,656
Revenue
$268,600
Expenses
$303,147
Net income
-$34,547
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