BERKELEY HERBAL CENTER (EIN 141975183) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

TINA SIMEON

Phone

5109308050

Tax Period

2023-01-01 to 2023-12-31

BERKELEY HERBAL CENTER, founded in 2006, is a small nonprofit in the Education sector that reported $478K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $82K, a strong 17% operating margin.

Mission

TO DEVELOP AND OPERATE AN INSTITUTION TO TEACH AND DISSEMINATE EDUCATIONAL MATERIAL TO THE PUBLIC INCLUDING BUT NOT LIMITED TO MATERIAL RELATING TO THE IDENTIFICATION AND MEDICINAL USES OF HERBS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,082

Program Service Revenue $476,529

Investment Income $0

Other Revenue $0

TOTAL REVENUE $477,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,343

Fundraising Expenses $0

Program Expenses $312,840

Other Expenses $202,988

TOTAL EXPENSES $395,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$477,611	$548,595	-0.1%
Expenses	$395,331	$571,816	-0.3%
Net Income	$82,280	$-23,221	-4.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$58,944

Total Directors

$48,694

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA SIMEON	PRESIDENT	5.00	Officer Director	$0	$0	$0
LUCY LEWIS	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL IGLESIAS	TREASURER	5.00	Officer Director	$0	$0	$0
KATHREN MURRELL STEVENSON	EXECUTIVE DI	5.00	Officer	$10,250	$0	$10,250
JENNY PEREZ	BOARD MEMBER	5.00	Director	$0	$0	$0
CLAIRE BECKER	BOARD MEMBER	40.00	Director	$0	$0	$0
ASHLEY CAMPOS	EXEC DIRECTO	40.00	Officer Director	$48,694	$0	$48,694
ROSE BIRDSONG STUART	BOARD MEMBER	1.00	Director	$0	$0	$0
TESSA BARULICH	BOARD MEMBER	1.00	Director	$0	$0	$0
DENA ELRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCISCA SANTIBANEZ	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$477,611	$395,331	$336,645	$82,280
2022	$548,595	$571,816	$265,257	$-23,221
2021	$469,265	$473,756	$327,877	$-4,491
2020	$403,621	$376,431	$177,900	$27,190
2020	$400,306	$390,598	$324,181	$9,708
2019	$323,639	$416,166	$137,841	$-92,527
2018	$537,116	$492,150	$236,619	$44,966

BERKELEY HERBAL CENTER