PHI KAPPA SIGMA BERKELEY ASSOCIATES INC

EIN: 946078400

ORINDA, CA

Total Revenue
$212,985
Total Expenses
$231,404
Total Assets
$1,158,891
Net Assets
$1,121,251
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
CA
Principal Officer
DONALD SANGUINETTI
Phone
4155458869
Tax Period
2023-01-01 to 2023-12-31

PHI KAPPA SIGMA BERKELEY ASSOCIATES INC, founded in 1955, is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Net assets of $1.1M represent 63 months of operating reserves.

Mission

BARROWS HOUSE, THE CORPORATION'S STUDENT DORMITORY, PROVIDES FURNISHED ROOMS AND COOKING FACILITIES TO APPROXIMATELY 35-45 STUDENT MEMBERS AT RENTS INTENTIONALLY KEPT BELOW MARKET LOCATED ONE BLOCK FROM THE UC BERKELEY CAMPUS. IT HAS BEEN PRIVATELY OWNED AND OPERATED AT ITS PRESENT LOCATION SINCE 1957 AND AT OTHER CAMPUS LOCATIONS SINCE 1905.

Program Service Accomplishments

Program 1

STUDENT MEMBER HOUSING IS PROVIDED BY THE ORGANIZATION BELOW MARKET VALUE BASED ON FINANCIAL NEED TO MEMBERS WHO ARE SOLICITED FROM THE GENERAL UNIVERSITY STUDENT BODY. THERE ARE NO INITIATION FEES...

Read more

STUDENT MEMBER HOUSING IS PROVIDED BY THE ORGANIZATION BELOW MARKET VALUE BASED ON FINANCIAL NEED TO MEMBERS WHO ARE SOLICITED FROM THE GENERAL UNIVERSITY STUDENT BODY. THERE ARE NO INITIATION FEES. THE ORGANIZATION PROVIDES MATCHING FUNDS TO HELP MEMBERS FUND SPECIAL EVENTS AND MEALS.

Program 2

BY DIRECTORS' RESOLUTION, 25 PER STUDENT PER MONTH IS PLACED INTO A SPECIAL SCHOLARSHIP BANK ACCOUNT. SCHOLARSHIP STIPENDS OF 500 ARE AWARDED BASED ON NEED, ACADEMICS AND PARTICIPATION IN ACTIVITIES...

Read more

BY DIRECTORS' RESOLUTION, 25 PER STUDENT PER MONTH IS PLACED INTO A SPECIAL SCHOLARSHIP BANK ACCOUNT. SCHOLARSHIP STIPENDS OF 500 ARE AWARDED BASED ON NEED, ACADEMICS AND PARTICIPATION IN ACTIVITIES OF THE ORGANIZATION. FUNDS IN THE SCHOLARSHIP FUND ARE RESTRICTED USE AND NOT USED FOR OTHER ORGANIZATION PURPOSES. SCHOLARSHIPS ARE ALSO GIVEN TO LOCAL HEALTH RELATED OR COMMUNITY SERVICE ENTITIES.

Program 3

THE ORGANIZATION TRAINS STUDENT MANAGERS IN OPERATIONAL, FINANCIAL AND LEADERSHIP SKILLS. THE FACILITY IS ALMOST ENTIRELY MANAGED BY VOLUNTEERS WHO RECEIVE A DISCOUNT ON THEIR USE FEES AND RENTS. A...

Read more

THE ORGANIZATION TRAINS STUDENT MANAGERS IN OPERATIONAL, FINANCIAL AND LEADERSHIP SKILLS. THE FACILITY IS ALMOST ENTIRELY MANAGED BY VOLUNTEERS WHO RECEIVE A DISCOUNT ON THEIR USE FEES AND RENTS. A POOL OF FORMER STUDENT RESIDENTS AND CORPORATE DIRECTORS PROVIDE JOB ASSISTANCE AND JOB PLACEMENT.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $181,079
Investment Income $26,140
Other Revenue $5,766
TOTAL REVENUE $212,985

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $231,404
TOTAL EXPENSES $231,404

Year-over-Year Comparison

2023 2022 Change
Revenue $212,985 $206,904 +0.0%
Expenses $231,404 $285,167 -0.2%
Net Income $-18,419 $-78,263 -0.8%
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

Sign In

Governance

Voting Members
46
Independent Members
46
Employees
N/A
Volunteers
15

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
4
$14,810
Total Directors
15
$14,810
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONALD SANGUINETTI PRESIDENT 3.00
Officer Director
$14,810 $0 $14,810
STEVE CARSON DIRECTOR 1.00
Director
$0 $0 $0
DOUGLAS COLE DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL CORLEY DIRECTOR 1.00
Director
$0 $0 $0
JAMES EGAN VICE PRESIDE 3.00
Officer Director
$0 $0 $0
FRED FERROGGIARO DIRECTOR 1.00
Director
$0 $0 $0
DANIEL FIVEY DIRECTOR 1.00
Director
$0 $0 $0
GRAEME GILFILLAN DIRECTOR 1.00
Director
$0 $0 $0
FRED GLUECK DIRECTOR 1.00
Director
$0 $0 $0
JOHN C LUKRICH TREASURER 3.00
Officer Director
$0 $0 $0
DOUGLAS RYERSON DIRECTOR 1.00
Director
$0 $0 $0
DANIEL SANGUINETTI SECRETARY 3.00
Officer Director
$0 $0 $0
WILL STEPHENSON DIRECTOR 1.00
Director
$0 $0 $0
DAVE SULLIVAN DIRECTOR 1.00
Director
$0 $0 $0
JOHN SYMES DIRECTOR 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 $212,985 $231,404 $1,158,891 $-18,419
2022 $206,904 $285,167 $1,218,431 $-78,263
2021 $115,493 $268,865 $1,361,406 $-153,372
2020 $143,961 $390,354 $1,512,994 $-246,393
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PHI KAPPA SIGMA BERKELEY ASSOCIATES INC with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.