BERKANA INSTITUTE

EIN: 870487834 501(c)(3) Arts, Culture & Humanities

PROVO CANYON, UT

Total Revenue
$216,461
Total Expenses
$203,323
Total Assets
$59,001
Net Assets
$40,124
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Phone
8013768540
Tax Period
2024-01-01 to 2024-12-31

BERKANA INSTITUTE, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $216K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $203K left a modest 6% surplus.

Mission

Since 1991, The Berkana Institute has worked in partnership with a rich diversity of people around the world to strengthen their communities by working with the wisdom and wealth already present in their people, traditions and environment. As edgewalkers, we do not deny or flee from our global crises. We respond by moving courageously into the future now, experimenting with many different ways to engage communities to create what they need from what they already have. We know that Whatever the problem, community is the answer. This understanding underpins all of Berkanas work. We prepare for an unknown future by creating strong and sustainable relationships within communities and, trans-locally, creating a worldwide web of dedicated and sane leaders.

Program Service Accomplishments

Program 1
Expenses: $111,135 Revenue: $175,261

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...

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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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,200
Program Service Revenue $175,261
Investment Income $0
Other Revenue $0
TOTAL REVENUE $216,461

Expense Breakdown

Grants Paid $0
Salaries & Benefits $65,486
Fundraising Expenses $250
Program Expenses $111,135
Other Expenses $137,837
TOTAL EXPENSES $203,323

Year-over-Year Comparison

2024 2023 Change
Revenue $216,461 $276,249 -0.2%
Expenses $203,323 $319,736 -0.4%
Net Income $13,138 $-43,487 -1.3%
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

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Governance

Voting Members
5
Independent Members
5
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
1
$15,000
Total Directors
5
$15,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARGARET WHEATLEY President 3.00
Officer Director
$0 $0 $15,000
STEPHANIE PACE MARSHALL BOARD MEMBER 3.00
Director
$0 $0 $0
JULIE ARTS BOARD MEMBER 3.00
Director
$0 $0 $0
JENNIFER SMITH BOARD CHAIR 3.00
Director
$0 $0 $0
MINNI JAIN BOARD MEMBER 3.00
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 $216,461 $203,323 $59,001 $13,138
2023 $276,249 $319,736 $37,884 $-43,487
2022 $281,452 $293,789 $71,978 $-12,337
2021 $303,666 $308,865 $86,035 $-5,199
2020 $319,692 $324,908 $99,662 $-5,216
2019 $321,948 $343,279 $98,770 $-21,331
2018 $289,184 $383,859 $138,223 $-94,675
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