Policy Debate at Berkeley (EIN 463763339) - Form 990 Financial Analysis & Trantor Score

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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

Phone

8473727302

Tax Period

2021-01-01 to 2021-12-31

Policy Debate at Berkeley, founded in 2013, is a small nonprofit in the Youth Development sector that reported $129K in total revenue in fiscal year 2021. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 32% operating margin.

Mission

1. Hosting debate workshops, forums, or other similar programs2. The instruction or training of individuals for the purpose of improving or developing their capabilities

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $128,795

Investment Income $0

Other Revenue $0

TOTAL REVENUE $128,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,197

Fundraising Expenses $0

Program Expenses $86,497

Other Expenses $35,174

TOTAL EXPENSES $87,371

Year-over-Year Comparison

	2021	2020	Change
Revenue	$128,795	$228,094	-0.4%
Expenses	$87,371	$295,857	-0.7%
Net Income	$41,424	$-67,763	-1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacob Polin	Secretary	1.00	Director	$0	$0	$0
Michael Klinger	Executive Dir.	10.00	Director	$0	$0	$0
Andres Gannon	President	1.00	Officer	$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
2021	$128,795	$87,371	$43,949	$41,424
2020	$228,094	$295,857	$2,525	$-67,763
2019	$691,965	$621,677	$70,288	$70,288

Policy Debate at Berkeley