Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2018 • EIN 46-3482813

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 27, 2019

Organization ProfileWWW.BINST.ORG

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2134 Allston WayBerkeley, CA 94704

(510) 239-3609

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

63rd percentile

10.0%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$106,421

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.9%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$120,824

Up $36,619 (+43%) from 2017

Net Assets

Up

$120,824

Up $36,619 (+43%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin63rd percentile

Revenue

Up

$379,345

Up $27,645 (+7.9%) from 2017

Expenses

Up

$341,414

Up $49,914 (+17%) from 2017

Net Income

Down

$37,931

Down $22,269 (-37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$120,824
Liabilities$0
Net Assets$120,824
Open 2018 Filing

Operations Trend

Revenue Growth60th 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

2018

Revenue$379,345
Expenses$341,414
Net Income$37,931
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 27, 2019
Return Version
2018v3.1
Gross Receipts
$379,345
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$84,205$120,824▲ $36,619
Cash and Non-Interest-Bearing Accounts$73,129$112,639▲ $39,510
Savings and Temporary Cash Investments$4,800$4,800→ $0
Land, Buildings, and Equipment, Net$6,276$3,385▼ $2,891
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$84,205$120,824▲ $36,619
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$84,205$120,824▲ $36,619
Total Liabilities and Net Assets / Fund Balance$84,205$120,824▲ $36,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,385$22,591$25,976
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew RoseExective Director, TreasurerFT$106,421$106,421
Steven JusticePresidentPT$41,500$41,500

Board Members and Trustees

NameTitle
Fred ClarkChairman and Director
Bryan BradfordDirector
Dan LahlDirector
Luis TellezDirector
Nathan GeorgeDirector
Karl Van BibberSecretary and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$378,571
Program Service Revenue
$774
Investment Income
$0
Other Revenue
$0
All Other Contributions
$378,571
Change in Net Assets
$37,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$190,522
Other Expenses$150,892
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$110,941$36,980-$147,921
Occupancy$67,765--$67,765
Conferences and Meetings$32,045--$32,045
Other Employee Benefits$11,189$3,730-$14,919
Fees for Services Other$12,675$2,159-$14,834
Payroll Taxes$9,454$3,152-$12,606
Depreciation Depletion$9,339$3,113-$12,452
Other Salaries and Wages$10,944--$10,944
Pension Plan Contributions$4,132--$4,132
Insurance-$2,534-$2,534
Information Technology$2,202--$2,202
Travel$1,027$1,028-$2,055
Fees for Services Accounting$707$708-$1,415
Office Expenses$322$966-$1,288
Advertising-$565-$565
Fees for Services Legal$15$15-$30
Other Expenses$13,689$18-$18
Total Functional Expenses$286,446$54,968$0$341,414
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

“Irs form 990 is reviewed by board members 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
5102393609
Address
2134 ALLSTON WAY, BERKELEY, CA 94704

Signing Officer

Name
Steven Justice
Title
President
Phone
5152011970
Signed
2019-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Justice
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

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 -1,312.”

Raw XML Appendix373 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0SCHEDULE A, LINE 17A, MEETING THE 10% FACTS AND CIRCUMSTANCES TEST.THE PURPOSE OF THE BERKELEY INSTITUTE IS TO PROVIDE RIGOROUS INTELLECTUAL TRAINING TO UNDERGRADUATE AND GRADUATE UNIVERSITY AND COLLEGE STUDENTS TO HELP THEM PREPARE THEMSELVES FOR ACADEMIC CAREERS IN COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES. THE INSTITUTE ALSO SUPPORTS THE RESEARCH OF GRADUATE STUDENTS AND YOUNGER FACULTY WHO PROMISE TO MAKE A DIFFERENCE TO THE CULTURE OF AMERICAN HIGHER EDUCATION.THE INSTITUTE MAINTAINS AN ON-GOING PROGRAM OF SEEKING FINANCIAL SUPPORT FROM CONTRIBUTORS WHO SUPPORT THE EDUCATIONAL GOALS OF THE ORGANIZATION. AT LEAST ONCE A YEAR A FUND-RAISING APPEAL IS MADE TO CURRENT AND PAST CONTRIBUTORS AND TO NEW PROSPECTS. IN ADDITION, THE EXECUTIVE DIRECTOR AND THE PRESIDENT ENDEAVOR TO EDUCATE PROSPECTIVE CONTRIBUTORS ABOUT THE ORGANIZATION IN ORDER TO ENCOURAGE THEM TO SUPPORT THE INSTITUTE. THE PRESENTATION OF SEMINARS AND PROGRAMS ALSO HELPS SPREAD THE WORD ABOUT THE WORK OF THE INSTITUTE.THE BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS WHO REPRESENT VARIOUS KINDS OF BUSINESS AND WHO ACTIVELY SUPPORT INVIGORATING ACADEMIA WITH YOUNGER FACULTY MEMBERS AND LECTURERS WHO HAVE DEVELOPED KNOWLEDGE AND SKILLS THROUGH THE INSTITUTE'S PROGRAMS.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01454915
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0774
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18540
IRS990ScheduleA/PublicSupportTotal170Amt0269694
IRS990ScheduleA/SubstantialContributorsTotAmt01185221
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0378571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0351700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0268600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187344
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01454915
IRS990ScheduleA/TotalSupportAmt01454915
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03385
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022591
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025976
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03385
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS REVIEWED BY BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CUMULATIVE PRIOR YEAR ADJUSTMENTS -1,312.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt084205
IRS990/TotalAssetsEOYAmt0120824
IRS990/TotalAssetsGrp/BOYAmt084205
IRS990/TotalAssetsGrp/EOYAmt0120824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0378571
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054968
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286446
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt084205
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120824
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0286446
IRS990/TotalProgramServiceRevenueAmt0774
IRS990/TotalReportableCompFromOrgAmt0147921
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0774
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt084205
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0120824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01028
IRS990/TravelGrp/ProgramServicesAmt01027
IRS990/TravelGrp/TotalAmt02055
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02134 ALLSTON WAY
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094704
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BINST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN JUSTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152011970
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0463482813
ReturnHeader/Filer/PhoneNum05102393609
ReturnHeader/Filer/USAddress/AddressLine1Txt02134 ALLSTON WAY
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D4C04A4663BB79304D5D3B76ED96FC3A1A55DB4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D4C04A4663BB79304D5D3B76ED96FC3A1A55DB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-06-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:39:02
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/PreparationDt02019-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-25T16:22:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,824
Liabilities
$0
Net assets
$120,824
Revenue
$379,345
Expenses
$341,414
Net income
$37,931
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