Civic Intelligence

Tellefsen Hall Association Inc

EIN 94-1494706 • 501(c)7 • Berkeley, CA

Profile

The Association provides lodging, meals, and social activities for members of the University of California Marching Band. There are 43 paying student members when the house is full.

1755 Le Roy AveBerkeley, CA 94709

www.tellefsenhall.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

501(c)7 • $500k-$1M nonprofits • Source year 2025

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

0.3%

Faster revenue growth than 34% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$984,627

Up $100,467 (+11%) from 2024

Liabilities

Up

$31,500

Up $2,287 (+7.8%) from 2024

Net Assets

Up

$953,127

Up $98,180 (+11%) from 2024

Revenue

Up

$620,754

Up $1,711 (+0.3%) from 2024

Expenses

Down

$522,574

Down $44,960 (-7.9%) from 2024

Net Income

Up

$98,180

Up $46,671 (+91%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $922,480Liabilities 2011: $286,967Net Assets 2011: $635,5132011Assets 2012: $931,369Liabilities 2012: $235,448Net Assets 2012: $695,9212012Assets 2013: $940,357Liabilities 2013: $218,277Net Assets 2013: $722,0802013Assets 2014: $978,753Liabilities 2014: $179,871Net Assets 2014: $798,8822014Assets 2015: $1,013,366Liabilities 2015: $132,277Net Assets 2015: $881,0892015Assets 2016: $1,033,468Liabilities 2016: $89,857Net Assets 2016: $943,6112016Assets 2017: $1,039,330Liabilities 2017: $50,687Net Assets 2017: $988,6432017Assets 2018: $1,059,679Liabilities 2018: $21,061Net Assets 2018: $1,038,6182018Assets 2019: $958,136Liabilities 2019: $33,714Net Assets 2019: $924,4222019Assets 2020: $968,592Liabilities 2020: $39,170Net Assets 2020: $929,4222020Assets 2021: $819,714Liabilities 2021: $32,609Net Assets 2021: $787,1052021Assets 2022: $817,982Liabilities 2022: $30,075Net Assets 2022: $787,9072022Assets 2023: $832,951Liabilities 2023: $29,513Net Assets 2023: $803,4382023Assets 2024: $884,160Liabilities 2024: $29,213Net Assets 2024: $854,9472024Assets 2025: $984,627Liabilities 2025: $31,500Net Assets 2025: $953,1272025

Highlighted filing

2025

Assets$984,627
Liabilities$31,500
Net Assets$953,127

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $432,375Expenses 2011: $364,950Net Income 2011: $67,4252011Revenue 2012: $434,741Expenses 2012: $371,103Net Income 2012: $63,6382012Revenue 2013: $397,714Expenses 2013: $371,555Net Income 2013: $26,1592013Revenue 2014: $471,427Expenses 2014: $394,625Net Income 2014: $76,8022014Revenue 2015: $472,589Expenses 2015: $390,382Net Income 2015: $82,2072015Revenue 2016: $451,511Expenses 2016: $388,989Net Income 2016: $62,5222016Revenue 2017: $458,810Expenses 2017: $413,778Net Income 2017: $45,0322017Revenue 2018: $475,256Expenses 2018: $425,281Net Income 2018: $49,9752018Revenue 2019: $330,472Expenses 2019: $444,668Net Income 2019: -$114,1962019Revenue 2020: $471,843Expenses 2020: $466,843Net Income 2020: $5,0002020Revenue 2021: $281,699Expenses 2021: $424,016Net Income 2021: -$142,3172021Revenue 2022: $470,528Expenses 2022: $469,726Net Income 2022: $8022022Revenue 2023: $573,448Expenses 2023: $557,917Net Income 2023: $15,5312023Revenue 2024: $619,043Expenses 2024: $567,534Net Income 2024: $51,5092024Revenue 2025: $620,754Expenses 2025: $522,574Net Income 2025: $98,1802025

Highlighted filing

2025

Revenue$620,754
Expenses$522,574
Net Income$98,180

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.03$0.95$0.62$0.52$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.03$0.85$0.62$0.57$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.03$0.80$0.57$0.56$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.03$0.79$0.47$0.47$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.03$0.79$0.28$0.42$0.14
2020Summary only. Only limited summary data is available for this year.$0.97$0.04$0.93$0.47$0.47$0.01
2019Summary only. Only limited summary data is available for this year.$0.96$0.03$0.92$0.33$0.44$0.11
2018Summary only. Only limited summary data is available for this year.$1.06$0.02$1.04$0.48$0.43$0.05
2017Summary only. Only limited summary data is available for this year.$1.04$0.05$0.99$0.46$0.41$0.05
2016Summary only. Only limited summary data is available for this year.$1.03$0.09$0.94$0.45$0.39$0.06
2015Summary only. Only limited summary data is available for this year.$1.01$0.13$0.88$0.47$0.39$0.08
2014Summary only. Only limited summary data is available for this year.$0.98$0.18$0.80$0.47$0.39$0.08
2013Summary only. Only limited summary data is available for this year.$0.94$0.22$0.72$0.40$0.37$0.03
2012Summary only. Only limited summary data is available for this year.$0.93$0.24$0.70$0.43$0.37$0.06
2011Summary only. Only limited summary data is available for this year.$0.92$0.29$0.64$0.43$0.36$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.0
Gross Receipts
$620,754
Mission and Program Overview

Mission

The Association provides lodging, meals, and social activities for members of the University of California Marching Band. There are 43 paying student members when the house is full.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$852,558$950,738▲ $98,180
Cash and Non-Interest-Bearing Accounts$330,698$459,971▲ $129,273
Land, Buildings, and Equipment, Net$408,266$379,450▼ $28,816
Savings and Temporary Cash Investments$144,261$144,271▲ $10
Cap Stk Tr Prin Current Funds$2,389$2,389→ $0
Inventories for Sale or Use$935$935→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$884,160$984,627▲ $100,467
Liabilities
Other Liabilities$26,000$26,250▲ $250
Accounts Payable and Accrued Expenses$3,213$5,250▲ $2,037
Total Liabilities$29,213$31,500▲ $2,287
Net Assets / Fund Balance
Total Net Assets Fund Balance$854,947$953,127▲ $98,180
Total Liabilities and Net Assets / Fund Balance$884,160$984,627▲ $100,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$20,000$0
Other Land Buildings$0$0$0
Land$30,000-$0
Equipment$6,064$58,625$0
Leasehold Improvements$343,386$1,650,540$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ivan OrtegaPresident
Richard PowellVice-President
Nick TravagliniMember-At-Large
Regina SprangerSecretary
Michael T HolmesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$620,740
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$98,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$378,563
Salaries, Compensation, and Employee Benefits$144,011
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$112,777
Depreciation Depletion---$81,849
Occupancy---$76,652
Insurance---$34,714
Information Technology---$23,946
Other Employee Benefits---$16,338
Payroll Taxes---$14,896
Fees for Services Accounting---$6,000
Office Expenses---$5,729
Other Expenses---$3,194
Advertising---$683
Total Functional Expenses$0$0$0$522,574
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$26,250
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

No review was or will be conducted

Form 990, Part VI, Section C, Line 19

Form 990 is available upon written request to the organization

Filing and Contact Details

Filer

Filer Name
Tellefsen Hall Association Inc
EIN
94-1494706
Phone
5108492080
Address
1755 Le Roy Ave, Berkeley, CA 94709

Signing Officer

Name
Michael Holmes
Title
Treasurer
Phone
5103762044
Signed
2025-09-25

Organization Details

Principal Officer
Michael T Holmes
Formed
1960
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
0
Raw XML Appendix326 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.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt0683
IRS990/AllOtherContributionsAmt00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Michael T Holmes
IRS990/BooksInCareOfDetail/PhoneNum05103762044
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01755 Le Roy Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member-At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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IRS990/GainOrLossGrp/SecuritiesAmt00
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IRS990/TotalAssetsBOYAmt0884160
IRS990/TotalAssetsEOYAmt0984627
IRS990/TotalAssetsGrp/BOYAmt0884160
IRS990/TotalAssetsGrp/EOYAmt0984627
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0620740
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0522574
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029213
IRS990/TotalLiabilitiesEOYAmt031500
IRS990/TotalLiabilitiesGrp/BOYAmt029213
IRS990/TotalLiabilitiesGrp/EOYAmt031500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0854947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0953127
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0620754
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0884160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0984627
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01755 Le Roy Ave
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094709
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0www.tellefsenhall.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05103762044
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TELLEFSEN HALL ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TELL
ReturnHeader/Filer/EIN0941494706
ReturnHeader/Filer/PhoneNum05108492080
ReturnHeader/Filer/USAddress/AddressLine1Txt01755 Le Roy Ave
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094709
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-30T14:29:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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