Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2017 • EIN 46-3482813

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$104,700

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

228%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$84,205

Up $58,549 (+228%) from 2016

Net Assets

Up

$84,205

Up $58,549 (+228%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$351,700

Up $83,100 (+31%) from 2016

Expenses

Down

$291,500

Down $11,647 (-3.8%) from 2016

Net Income

Up

$60,200

Up $94,747 (+274%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2017

Assets$84,205
Liabilities$0
Net Assets$84,205
Open 2017 Filing

Operations Trend

Revenue Growth79th 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

2017

Revenue$351,700
Expenses$291,500
Net Income$60,200
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$351,700
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
Rtn Earn Endowment Incm Other Fnds$25,656$84,205▲ $58,549
Cash and Non-Interest-Bearing Accounts$11,839$73,129▲ $61,290
Land, Buildings, and Equipment, Net$9,167$6,276▼ $2,891
Savings and Temporary Cash Investments$4,650$4,800▲ $150
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,656$84,205▲ $58,549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,656$84,205▲ $58,549
Total Liabilities and Net Assets / Fund Balance$25,656$84,205▲ $58,549

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,276$10,139$16,415
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew RoseExective DirectorFT$100,854$3,846$104,700
Steven JusticePresidentPT$46,000-$46,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$351,700
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$351,700
Change in Net Assets
$60,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,072
Other Expenses$121,428
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$110,140$36,714-$146,854
Occupancy$56,400--$56,400
Conferences and Meetings$16,364--$16,364
Other Salaries and Wages$10,904--$10,904
Insurance-$10,167-$10,167
Payroll Taxes$6,351$2,117-$8,468
Pension Plan Contributions$3,846--$3,846
Office Expenses$865$2,594-$3,459
Depreciation Depletion$2,168$723-$2,891
Travel$1,061$1,061-$2,122
Fees for Services Other-$2,005-$2,005
Fees for Services Accounting$745$745-$1,490
Other Expenses$258$258-$516
Fees for Services Legal$47$48-$95
Total Functional Expenses$230,703$60,797$0$291,500
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
2018-11-15
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 -1,651.”

Raw XML Appendix364 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
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CUMULATIVE PRIOR YEAR ADJUSTMENTS -1,651.
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025656
IRS990/TotalAssetsEOYAmt084205
IRS990/TotalAssetsGrp/BOYAmt025656
IRS990/TotalAssetsGrp/EOYAmt084205
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0351700
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230703
IRS990/TotalFunctionalExpensesGrp/TotalAmt0291500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084205
IRS990/TotalOtherCompensationAmt03846
IRS990/TotalProgramServiceExpensesAmt0230703
IRS990/TotalReportableCompFromOrgAmt0146854
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351700
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084205
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01061
IRS990/TravelGrp/ProgramServicesAmt01061
IRS990/TravelGrp/TotalAmt02122
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN JUSTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152011970
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0E6DCF464C42D1D0994F4B8A445C1A778899F80F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D4C04A4663BB79304D5D3B76ED96FC3A1A55DB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:29:07
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/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T10:37:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,205
Liabilities
$0
Net assets
$84,205
Revenue
$351,700
Expenses
$291,500
Net income
$60,200
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