Partnership for Haas Preeminence (EIN 455126076) - 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

2012

Legal Domicile

Principal Officer

Warren E Spieker Jr

Phone

6508545600

Tax Period

2018-01-01 to 2018-12-31

Partnership for Haas Preeminence, founded in 2012, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2018. Expenses of $70.3M exceeded revenue, resulting in a 747% operating deficit.

Mission

The exclusive objective and purpose of Partnership for Haas Preeminence is to fund and manage the design and implementation of the University of California, Berkeley Haas School of Business Master Space Plan, Strategic Facilities Study.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $8,220,917

Program Service Revenue $0

Investment Income $118

Other Revenue $77,333

TOTAL REVENUE $8,298,368

Expense Breakdown

Grants Paid $69,837,002

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,837,002

Other Expenses $423,261

TOTAL EXPENSES $70,260,263

Year-over-Year Comparison

	2018	2017	Change
Revenue	$8,298,368	$7,848,099	+0.1%
Expenses	$70,260,263	$234,466	+298.7%
Net Income	$-61,961,895	$7,613,633	-9.1%

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

N/A

Volunteers

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

$229,400

Total Directors

$229,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Warren E Spieker Jr	President	1.00	Officer Director	$0	$0	$0
Richard K Lyons	Treasurer	1.00	Officer Director	$0	$0	$229,400
Walter S Hallanan III	Secretary	1.00	Officer 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
2018	$8,298,368	$70,260,263	$343,955	$-61,961,895

Partnership for Haas Preeminence