Nonprofit · EIN 46-3482813
BERKELEY INSTITUTE
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $452,970 | $421,061 | $31,909 | $378,858 | $0 | $378,858 |
| December 31, 2023 | 990 | $387,279 | $377,283 | $9,996 | $346,949 | $0 | $346,949 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $438,947
- Program service revenue
- $0
- Investment income
- $14,023
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $125,190
- Other salaries and wages
- $72,331
- Salaries, compensation and benefits (total)
- $263,539
- Professional fundraising fees
- $0
- Accounting fees
- $5,284
- Occupancy
- $60,386
- Travel
- $2,077
- Program services (functional)
- $318,549
- Management and general (functional)
- $97,440
- Fundraising (functional)
- $5,072
Balance sheet and other
- Total assets, start of year
- $346,949
- Total assets, end of year
- $378,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $378,858
- Gross receipts
- $452,970
- Employees
- 2
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENA FEHRENBACHER | EXECUTIVE DIRECTOR, TREASU Officer | 40 | $125,190 |
| FRED CLARK | CHAIRMAN AND TRUSTEE Trustee or director, Officer | 4 | $0 |
| LUIS TELLEZ | TRUSTEE Trustee or director | 4 | $0 |
| KARL VAN BIBBER | SECRETARY Trustee or director, Officer | 4 | $0 |
| DAN LAHL | TRUSTEE Trustee or director | 4 | $0 |
| NATHAN GEORGE | TRUSTEE Trustee or director | 4 | $0 |
| BRYAN BRADFORD | TRUSTEE Trustee or director | 4 | $0 |
| MARK REFERMAT | TRUSTEE Trustee or director | 4 | $0 |
| MARISSA RAMIREZ DE CHANLATTE | TRUSTEE Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENA FEHRENBACHER | EXECUTIVE DIRECTOR, TREASU Officer | 40 | $117,000 |
| FRED CLARK | CHAIRMAN AND TRUSTEE Trustee or director, Officer | 4 | $0 |
| LUIS TELLEZ | TRUSTEE Trustee or director | 4 | $0 |
| KARL VAN BIBBER | SECRETARY Trustee or director, Officer | 4 | $0 |
| DAN LAHL | TRUSTEE Trustee or director | 4 | $0 |
| NATHAN GEORGE | TRUSTEE Trustee or director | 4 | $0 |
| BRYAN BRADFORD | TRUSTEE Trustee or director | 4 | $0 |
| MARK REFERMAT | TRUSTEE Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2134 ALLSTON WAY, BERKELEY, CA 94704-1302
- Principal officer (990 for 2024)
- DENA FEHRENBACHER, 2134 ALLSTON WAY, BERKELEY, CA 94704
- Signed the 990
- DENA FEHRENBACHER, EXECUTIVE DIRECTOR
- Phone
- (916) 759-8066
- Website
- WWW.BINST.ORG
- Return prepared by
- RGP LLP
Mission
THE INSTITUTE EXPLORES AND PASSES ON THE PRINCIPLES OF REASON AND ORDER THAT UNDERLIE ACADEMIC INQUIRY.
Program accomplishments
- 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.Expenses $318,549 · revenue $438,947
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3482813
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $378,858
- Income (IRS master file)
- $452,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $452,970 | $421,061 | $378,858 | XML |
| 990 | December 2023 | $387,279 | $377,283 | $346,949 | XML |
| 990 | December 2022 | $454,582 | $325,408 | $336,955 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BERKELEY INSTITUTE
- What is the EIN of BERKELEY INSTITUTE?
- The employer identification number (EIN) of BERKELEY INSTITUTE is 46-3482813.
- Is BERKELEY INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BERKELEY INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BERKELEY INSTITUTE?
- The 990 for the year ended December 31, 2024 names DENA FEHRENBACHER.
- Who are the officers and directors of BERKELEY INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $125,190 (DENA FEHRENBACHER, EXECUTIVE DIRECTOR, TREASU).
- How much revenue does BERKELEY INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $452,970, expenses of $421,061 and total assets of $378,858 at year end.
Other nonprofits in BERKELEY
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION EIN 94-6090626 · last filed 990 for 2025
- UC BERKELEY CENTER FOR EXECUTIVE EDUCATION EIN 46-1482891 · last filed 990 for 2025
- EDVENTUREMORE EIN 77-0653711 · last filed 990 for 2024
- CALIFORNIA ALUMNI ASSOCIATION EIN 94-1007751 · last filed 990 for 2024
- BLACK PINE CIRCLE INC EIN 94-1700228 · last filed 990 for 2025
- GRADUATE THEOLOGICAL UNION EIN 94-1581707 · last filed 990 for 2025
- LIGHTCONE INFRASTRUCTURE INC EIN 92-0861538 · last filed 990 for 2025
- THE EDIBLE SCHOOLYARD PROJECT EIN 94-3248671 · last filed 990 for 2025