Civic Intelligence

Berkshire Foundation

990PF • Fiscal year 2015 • EIN 77-0438710

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
P O Box 221432Carmel, CA 93922

(831) 998-0999

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

30th percentile

-3.5%

Higher net margin than 30% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,779,852

Down $19,796 (-0.3%) from 2014

Net Assets

Down

$6,779,852

Down $19,796 (-0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin30th percentile

Revenue

Down

$559,057

Down $5,455,321 (-91%) from 2014

Expenses

Up

$578,853

Up $139,945 (+32%) from 2014

Net Income

Down

-$19,796

Down $5,595,266 (-100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,457,724Liabilities 2011: $0Net Assets 2011: $1,457,7242011Assets 2012: $1,347,473Liabilities 2012: $0Net Assets 2012: $1,347,4732012Assets 2013: $1,224,178Liabilities 2013: $0Net Assets 2013: $1,224,1782013Assets 2014: $6,799,648Liabilities 2014: $0Net Assets 2014: $6,799,6482014Assets 2015: $6,779,852Liabilities 2015: $0Net Assets 2015: $6,779,8522015Assets 2016: $6,461,861Liabilities 2016: $0Net Assets 2016: $6,461,8612016Assets 2017: $6,475,062Liabilities 2017: $0Net Assets 2017: $6,475,0622017Assets 2018: $6,372,428Liabilities 2018: $0Net Assets 2018: $6,372,4282018Assets 2019: $6,252,709Liabilities 2019: $0Net Assets 2019: $6,252,7092019Assets 2020: $6,184,973Liabilities 2020: $0Net Assets 2020: $6,184,9732020Assets 2021: $6,056,371Liabilities 2021: $0Net Assets 2021: $6,056,3712021Assets 2022: $6,235,904Liabilities 2022: $0Net Assets 2022: $6,235,9042022Assets 2023: $6,004,398Liabilities 2023: $0Net Assets 2023: $6,004,3982023Assets 2024: $6,501,914Liabilities 2024: $5,415Net Assets 2024: $6,496,4992024

Highlighted filing

2015

Assets$6,779,852
Liabilities$0
Net Assets$6,779,852
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $382,6872011Expenses 2012: $370,7452012Revenue 2013: $274,929Expenses 2013: $398,224Net Income 2013: -$123,2952013Revenue 2014: $6,014,378Expenses 2014: $438,908Net Income 2014: $5,575,4702014Revenue 2015: $559,057Expenses 2015: $578,853Net Income 2015: -$19,7962015Revenue 2016: $361,302Expenses 2016: $679,293Net Income 2016: -$317,9912016Revenue 2017: $869,040Expenses 2017: $855,839Net Income 2017: $13,2012017Revenue 2018: $763,148Expenses 2018: $865,782Net Income 2018: -$102,6342018Revenue 2019: $862,192Expenses 2019: $981,911Net Income 2019: -$119,7192019Revenue 2020: $721,064Expenses 2020: $788,800Net Income 2020: -$67,7362020Revenue 2021: $804,020Expenses 2021: $932,622Net Income 2021: -$128,6022021Revenue 2022: $1,299,778Expenses 2022: $1,120,245Net Income 2022: $179,5332022Revenue 2023: $981,176Expenses 2023: $1,212,682Net Income 2023: -$231,5062023Revenue 2024: $1,851,451Expenses 2024: $1,359,350Net Income 2024: $492,1012024

Highlighted filing

2015

Revenue$559,057
Expenses$578,853
Net Income-$19,796
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SNORF LANSBURYPresident & Tr.-$0--
CYNTHIA ROBERTS SNORFSecretary-$0--
ROBERTA ELLIOTTAsst. Secretary-$0--
CAROLINE SNORF AKCANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Berkshire Foundation
EIN
77-0438710
Phone
8319980999
Address
P O BOX 221432, CARMEL, CA 93922

Signing Officer

Name
Susan S Lansbury
Title
President/Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
26515 Carmel Rancho Blvd STE 100, Carmel, CA 93923
Preparer
Carol Kolb CPA
Phone
8316245333
Raw XML Appendix333 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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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06799648
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERTA ELLIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLINE SNORF AKCAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & TR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 CAMPUS CENTER BLDG 5
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 3965
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt090216
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0121421
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0126083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0309879
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt098186
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0559790
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0435962
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01965
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11965
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04360
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt119
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/Amt116238
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0150
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN S LANSBURY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKSHIRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0770438710
ReturnHeader/Filer/PhoneNum08319980999
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 221432
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYASHI WAYLAND Accounting & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026515 Carmel Rancho Blvd STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08316245333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Kolb CPA
ReturnHeader/ReturnTs02016-05-16T18:12:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,779,852
Liabilities
$0
Net assets
$6,779,852
Revenue
$559,057
Expenses
$578,853
Net income
-$19,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.01$6.50$1.85$1.36$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$0.00$6.00$0.98$1.21$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.30$1.12$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.80$0.93$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.00$6.18$0.72$0.79$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.86$0.98$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.76$0.87$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.87$0.86$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.36$0.68$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.56$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$6.01$0.44$5.58
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.27$0.40$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.37
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.38