Totals
- Total revenue
- $387,279
- Total expenses
- $377,283
- Contributions and grants received
- $377,901
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $9,378
- Other revenue
- $0
- Total assets, end of year
- $346,949
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $346,949
- Program services expenses (Part IX)
- $274,360
- Management and general expenses
- $100,811
- Fundraising expenses
- $2,112
- Program service expenses (Part III)
- $274,360
Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$377,901
-
3 · Investment income
total $9,378 · related or exempt $9,378
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $117,000 · program services $117,000
-
7 · Other salaries and wages
total $80,022 · management and general $80,022
-
8 · Pension plan contributions
total $7,881 · program services $4,680 · management and general $3,201
-
9 · Other employee benefits
total $23,463 · program services $23,463
-
10 · Payroll taxes
total $15,297 · program services $9,063 · management and general $6,234
-
11c · Fees: accounting
total $5,237 · program services $2,619 · management and general $2,618
-
12 · Advertising and promotion
total $4,210 · program services $4,210
-
13 · Office expenses
total $4,708 · program services $2,354 · management and general $2,354
-
16 · Occupancy
total $70,033 · program services $70,033
-
17 · Travel
total $1,659 · program services $830 · management and general $829
-
23 · Insurance
total $2,039 · program services $2,039
-
24a · Other expenses: PROGRAM FEES
total $34,145 · program services $32,713 · fundraising $1,432
-
24b · Other expenses: MEALS FOR EVENTS AND ME
total $5,010 · program services $2,165 · management and general $2,165 · fundraising $680
-
24c · Other expenses: PAYROLL PROCESSING FEES
total $3,654 · program services $1,827 · management and general $1,827
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $2,460 · program services $1,230 · management and general $1,230
-
24e · All other expenses
total $465 · program services $134 · management and general $331
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $336,955 · end of year $346,949
-
10a · Land, buildings and equipment: cost or other basis
$25,976
-
10b · Land, buildings and equipment: accumulated depreciation
$25,976
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $336,955 · end of year $346,949
Mission and programs · 2023
Mission
THE INSTITUTE EXPLORES AND PASSES ON THE PRINCIPLES OF REASON AND ORDER THAT UNDERLIE ACADEMIC INQUIRY.
-
THE BERKELEY INSTITUTE IS COMMITTED TO PREPARING STUDENTS FOR POSITIONS OF ACADEMIC AND INTELLECTUAL LEADERSHIP. ITS PROGRAMS HELP THEM ACHIEVE AN INTEGRATED EDUCATION AND PREPARE THEMSELVES FOR ACADEMIC CAREERS THROUGH EXPLORATION OF CLASSICAL TRADITIONS AND A SUSTAINED, OPEN, AND RIGOROUS ENCOUNTER WITH CONTEMPORARY THOUGHT. BY THESE MEANS, WE PREPARE STUDENTS TO JOIN THE LIFE OF THE AMERICAN UNIVERSITY CONFIDENTLY, THOUGHTFULLY, AND WITH INTEGRITY. FINALLY, THE BERKELEY INSTITUTE SEEKS TO FORM A COMMUNITY OF SCHOLARS BOTH AT BERKELEY AND ELSEWHERE TO SUPPORT THESE EFFORTS AND EXCHANGE IDEAS THROUGH CONFERENCES, AND PROGRAMS; AND AT SUPPORTING THE RESEARCH OF GRADUATE STUDENTS AND YOUNGER FACULTY WHO PROMISE TO MAKE A DIFFERENCE TO THE CULTURE OF AMERICAN HIGHER EDUCATION.
Expenses $274,360
As filed on the 2023 return.
Listed in Part VII
-
Fred ClarkFRED CLARK
CHAIRMAN AND TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Luis TellezLUIS TELLEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Karl Van BibberKARL VAN BIBBER
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Dan LahlDAN LAHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Nathan GeorgeNATHAN GEORGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Bryan BradfordBRYAN BRADFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Mark RefermatMARK REFERMAT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Dena FehrenbacherDENA FEHRENBACHER
EXECUTIVE DIRECTOR, TREASU
- Total calculated
- $117,000
- From this org
- $117,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403119349300315
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