THE BERKELEY INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

DENA FEHRENBACHER

Phone

9167598066

Tax Period

2023-01-01 to 2023-12-31

THE BERKELEY INSTITUTE, founded in 2013, is a small nonprofit in the Education sector that reported $387K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

THE INSTITUTE EXPLORES AND PASSES ON THE PRINCIPLES OF REASON AND ORDER THAT UNDERLIE ACADEMIC INQUIRY.

Program Service Accomplishments

Program 1

Expenses: $274,360

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...

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.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $377,901

Program Service Revenue $0

Investment Income $9,378

Other Revenue $0

TOTAL REVENUE $387,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,663

Fundraising Expenses $2,112

Program Expenses $274,360

Other Expenses $133,620

TOTAL EXPENSES $377,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$387,279	$454,582	-0.1%
Expenses	$377,283	$325,408	+0.2%
Net Income	$9,996	$129,174	-0.9%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$117,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED CLARK	CHAIRMAN AND TRUSTEE	4.00	Officer Director	$0	$0	$0
LUIS TELLEZ	TRUSTEE	4.00	Director	$0	$0	$0
KARL VAN BIBBER	SECRETARY	4.00	Officer Director	$0	$0	$0
DAN LAHL	TRUSTEE	4.00	Director	$0	$0	$0
NATHAN GEORGE	TRUSTEE	4.00	Director	$0	$0	$0
BRYAN BRADFORD	TRUSTEE	4.00	Director	$0	$0	$0
MARK REFERMAT	TRUSTEE	4.00	Director	$0	$0	$0
DENA FEHRENBACHER	EXECUTIVE DIRECTOR, TREASU	40.00	Officer	$117,000	$0	$117,000

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	$387,279	$377,283	$346,949	$9,996
2022	$454,582	$325,408	$336,955	$129,174
2021	$364,943	$258,179	$207,781	$106,764
2020	$312,500	$306,251	$135,167	$6,249
2019	$327,503	$358,627	$89,700	$-31,124
2018	$379,345	$341,414	$120,824	$37,931