Civic Intelligence

The Berkeley Institute

990 • Fiscal year 2020 • EIN 46-3482813

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization ProfileWWW.BINST.ORG

View Organization Page

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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

83rd percentile

0.29x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.13x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$120,944

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 38.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

51%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$135,167

Up $45,467 (+51%) from 2019

Net Assets

Up

$95,949

Up $6,249 (+7.0%) from 2019

Liabilities

Up

$39,218

Up $39,218 from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

Down

$312,500

Down $15,003 (-4.6%) from 2019

Expenses

Down

$306,251

Down $52,376 (-15%) from 2019

Net Income

Up

$6,249

Up $37,373 (+120%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$135,167
Liabilities$39,218
Net Assets$95,949
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$312,500
Expenses$306,251
Net Income$6,249
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Gross Receipts
$312,500
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$82,757$135,018▲ $52,261
Rtn Earn Endowment Incm Other Fnds$89,700$95,949▲ $6,249
Savings and Temporary Cash Investments$6,450$0▼ $6,450
Land, Buildings, and Equipment, Net$493$149▼ $344
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$89,700$135,167▲ $45,467
Liabilities
Other Liabilities$0$39,218▲ $39,218
Total Liabilities$0$39,218▲ $39,218
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,700$95,949▲ $6,249
Total Liabilities and Net Assets / Fund Balance$89,700$135,167▲ $45,467

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$149$25,827$25,976
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew RoseExecutive Director, TreasurFT$116,184$4,760$120,944
Steven JusticePresident and DirectorPT$43,000-$43,000

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
$312,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$312,500
Change in Net Assets
$6,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,361
Other Expenses$104,890
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$119,388$39,796-$159,184
Occupancy$59,695--$59,695
Other Employee Benefits$21,585--$21,585
Payroll Taxes$12,832--$12,832
Fees for Services Other$4,919$2,478-$7,397
Pension Plan Contributions$4,760--$4,760
Insurance-$4,588-$4,588
Other Salaries and Wages$3,000--$3,000
Fees for Services Accounting$1,166$1,165-$2,331
Office Expenses$336$684-$1,020
Information Technology$976--$976
Travel$215$216-$431
Depreciation Depletion$258$86-$344
Conferences and Meetings$145--$145
Other Expenses$62$33-$33
Total Functional Expenses$257,143$49,108$0$306,251
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
Ppp Loan$39,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 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
Executive Director
Phone
5152011970
Signed
2021-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dena Fehrenbacher
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward Pynn
Phone
9259540100
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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/TotalAmt01638874
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0774
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16230
IRS990ScheduleA/PublicSupportPY170Pct00.18780
IRS990ScheduleA/PublicSupportTotal170Amt0265982
IRS990ScheduleA/SubstantialContributorsTotAmt01372892
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0312500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0327503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0378571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0351700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01638874
IRS990ScheduleA/TotalSupportAmt01638874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0149
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025827
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0149
IRS990ScheduleD/TotalLiabilityAmt039218
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt089700
IRS990/TotalAssetsEOYAmt0135167
IRS990/TotalAssetsGrp/BOYAmt089700
IRS990/TotalAssetsGrp/EOYAmt0135167
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0312500
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257143
IRS990/TotalFunctionalExpensesGrp/TotalAmt0306251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt039218
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt039218
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt089700
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095949
IRS990/TotalOtherCompensationAmt04760
IRS990/TotalProgramServiceExpensesAmt0257143
IRS990/TotalReportableCompFromOrgAmt0159184
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/ProgramServicesAmt0215
IRS990/TravelGrp/TotalAmt0431
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BINST.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN JUSTICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05152011970
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0463482813
ReturnHeader/Filer/PhoneNum05102393609
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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/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T10:01:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JUSTICE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,167
Liabilities
$39,218
Net assets
$95,949
Revenue
$312,500
Expenses
$306,251
Net income
$6,249
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