BERKANA INSTITUTE

As filed

Subsection

03

NTEE code

A20Z

Classification

1000

Street

RR 3 BOX E-9

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• Our activities focus on: seminars, on-the-ground engagement, publications, and processes for trans-local learning among pioneering leaders. Weve produced clear information in simple and usable form at minimal cost. We want what we know to be easily available to a global audience. Weve led the way in developing a new paradigm of how change happens in living systems and new roles for leaders. We partner with a diversity of organizations and initiatives to encourage experimentation with our theories and ideas. Weve developed community engagement processes for people to work for what they care about and discover solutions to their community problems. For 30 years, weve:Developed multiple conversation resource kits: for women; for local leaders-in- communitySponsored circles (for 4 years) led by younger leaders in 30+ countries to encourage local leadership, From the Four Directions: Leading the WayDeveloped practice materials for engaging community :Building Healthy Communities Toolkit created in partnership with Baker-Ripley Inc. of Houston TX.Published several books and many articles: Turning To One Another: Simple Conversations to Restore Hope To The Future Margaret WheatleyWalk Out Walk On: A Learning Journey into Communities Daring To Live The Future Now. Margaret Wheatley and Deborah FriezeAdditionally, Margaret Wheatleys books serve as guidance for all Berkanas work, including Leadership and the New Science, Perseverance, and Who Do We Choose To BeGiven keynotes and seminars globally led by Berkanas formal leadersSponsored Learning Journeys to India, Mexico, S. Africa, Zimbabwe, Japan, BrazilCreated initiatives for trans-local learning, i.e. The Berkana Exchange; The Berkana FellowsSupported and added to the work of several partners, including: Art of Hosting; The World Caf; PeerSpirit and The Circle Way; New Stories; Swaraj University.Since 2015 and continuing, offered in-depth training to leaders from 30+ countries on how to be Warriors for the Human Spiritdedicating themselves to serving people. These trainings also develop a strong and supportive community among those in the program.

  Expenses $111,135 · Revenue $175,261

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $216,461

  Expenses

  $203,323

  Contributions

  $41,200

  Grants paid

  $0

• 2023

  Revenue

  $276,249

  Expenses

  $319,736

  Contributions

  $22,683

  Grants paid

  $0

• 2022

  Revenue

  $281,452

  Expenses

  $293,789

  Contributions

  $58,622

  Grants paid

  $9,950

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $303,666

  Expenses

  $308,865

  Assets (EOY)

  $86,035

• 2020 · 990

  Revenue

  $319,692

  Expenses

  $324,908

  Assets (EOY)

  $99,662

• 2019 · 990

  Revenue

  $321,948

  Expenses

  $343,279

  Assets (EOY)

  $98,770

• 2018 · 990

  Revenue

  $289,184

  Expenses

  $383,859

  Assets (EOY)

  $138,223

• 2017 · 990

  Revenue

  $288,007

  Expenses

  $254,939

  Assets (EOY)

  $240,732

• 2016 · 990

  Revenue

  $279,822

  Expenses

  $172,465

  Assets (EOY)

  $182,066

• 2014 · 990-EZ

  Revenue

  $6,766

  Expenses

  $10,191

  Assets (EOY)

  $59,971

• 2013 · 990-EZ

  Revenue

  $3,554

  Expenses

  $27,855

  Assets (EOY)

  $66,638

• 2012 · 990-EZ

  Revenue

  $92,179

  Expenses

  $155,631

  Assets (EOY)

  $85,417

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2015

Tax period

1 January 2015 to 31 December 2015

Principal officer

Martin Siesta

Mailing address

55 Burnett TerraceMaplewood NJ 07040

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• PEMA CHODRON FOUNDATION

  $20,000

  2024 · Community engagement & leadership

• SAN FRANCISCO FOUNDATION

  $10,000

  2023 · FOR GENERAL SUPPORT.

• SAN FRANCISCO FOUNDATION

  $10,000

  2022 · ADVISED - FOR GENERAL OPERATING SUPPORT.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files