Nonprofit · EIN 94-6078400
PHI KAPPA SIGMA BERKELEY ASSOCIATES INC
Tax-exempt · ORINDA, CA 94563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $222,991 | $285,082 | -$62,091 | $1,006,207 | $8,214 | $997,993 |
| December 31, 2024 | 990 | $210,619 | $281,696 | -$71,077 | $1,079,132 | $28,395 | $1,050,737 |
| December 31, 2023 | 990 | $212,985 | $231,404 | -$18,419 | $1,158,891 | $37,640 | $1,121,251 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $191,957
- Investment income
- $19,924
- Other revenue
- $11,110
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,878
- Occupancy
- $168,582
- Depreciation
- $57,773
- Program services (functional)
- $171,137
Balance sheet and other
- Total assets, start of year
- $1,079,132
- Total assets, end of year
- $1,006,207
- Total liabilities, end of year
- $8,214
- Net assets, end of year
- $997,993
- Land, buildings and equipment
- $463,282
- Gross unrelated business income
- $19,924
- Gross receipts
- $222,991
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1955
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD SANGUINETTI | Director Trustee or director | 4 | $0 |
| STEVE CARSON | Director Trustee or director | 1 | $0 |
| JOHN LUKRICH | Treasurer Trustee or director, Officer | 4 | $0 |
| MICHAEL CORLEY | Director Trustee or director | 1 | $0 |
| FRED FERROGGIARO | Director Trustee or director | 1 | $0 |
| DANIEL FIVEY | Vice President Trustee or director | 4 | $0 |
| JOHN STOCK | Director Trustee or director | 1 | $0 |
| FRED GLUECK | Secretary Trustee or director | 4 | $0 |
| DOUGLAS RYERSON | Director Trustee or director | 1 | $0 |
| DANIEL SANGUINETTI | Director Trustee or director, Officer | 1 | $0 |
| DOUGLAS COLE | Director Trustee or director | 1 | $0 |
| RON PROBERT | Director Trustee or director | 1 | $0 |
| ARMEEN MOZAFFARI | Director Trustee or director | 1 | $0 |
| BRIAN NGUYEN | Director Trustee or director | 1 | $0 |
| TONY KAM | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD SANGUINETTI | PRESIDENT Trustee or director, Officer | 4 | $14,816 |
| STEVE CARSON | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS COLE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL CORLEY | DIRECTOR Trustee or director | 1 | $0 |
| FRED FERROGGIARO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL FIVEY | DIRECTOR Trustee or director | 1 | $0 |
| GRAEME GILFILLAN | DIRECTOR Trustee or director | 1 | $0 |
| FRED GLUECK | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C LUKRICH | TREASURER Trustee or director, Officer | 4 | $0 |
| DOUGLAS RYERSON | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL SANGUINETTI | SECRETARY Trustee or director, Officer | 4 | $0 |
| WILL STEPHENSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVE SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SYMES | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD SANGUINETTI | PRESIDENT Trustee or director, Officer | 3 | $14,810 |
| STEVE CARSON | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS COLE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL CORLEY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES EGAN | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| FRED FERROGGIARO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL FIVEY | DIRECTOR Trustee or director | 1 | $0 |
| GRAEME GILFILLAN | DIRECTOR Trustee or director | 1 | $0 |
| FRED GLUECK | DIRECTOR Trustee or director | 1 | $0 |
| JOHN C LUKRICH | TREASURER Trustee or director, Officer | 3 | $0 |
| DOUGLAS RYERSON | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL SANGUINETTI | SECRETARY Trustee or director, Officer | 3 | $0 |
| WILL STEPHENSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVE SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SYMES | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 30 CEDAR LN, ORINDA, CA 94563-3629
- In care of
- % BERKEY ASSOCIATES INC
- Principal officer (990 for 2025)
- JOHN LUKRICH, 30 CEDAR LANE, ORINDA, CA 94563
- Signed the 990
- JOHN LUKRICH, Treasurer
- Phone
- (415) 545-8869
- Return prepared by
- Krisch & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6078400 or by the name PHI KAPPA SIGMA BERKELEY ASSOCIATES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
FORM 990 - ORGANIZATION'S MISSIONBARROWS 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 accomplishments
- 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.Expenses $168,582
- 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.Expenses $2,555
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 | 990 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
- 94-6078400
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,006,207
- Income (IRS master file)
- $222,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $222,991 | $285,082 | $1,006,207 | XML |
| 990 | December 2024 | $210,619 | $281,696 | $1,079,132 | IRS |
| 990 | December 2023 | $212,985 | $231,404 | $1,158,891 | XML |
| 990 | December 2022 | $206,904 | $285,167 | $1,218,431 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 94-6078400).
Questions about PHI KAPPA SIGMA BERKELEY ASSOCIATES INC
- What is the EIN of PHI KAPPA SIGMA BERKELEY ASSOCIATES INC?
- The employer identification number (EIN) of PHI KAPPA SIGMA BERKELEY ASSOCIATES INC is 94-6078400.
- Is PHI KAPPA SIGMA BERKELEY ASSOCIATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1958.
- Are donations to PHI KAPPA SIGMA BERKELEY ASSOCIATES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHI KAPPA SIGMA BERKELEY ASSOCIATES INC 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 PHI KAPPA SIGMA BERKELEY ASSOCIATES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI KAPPA SIGMA BERKELEY ASSOCIATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PHI KAPPA SIGMA BERKELEY ASSOCIATES INC?
- The 990 for the year ended December 31, 2025 names JOHN LUKRICH.
- Who are the officers and directors of PHI KAPPA SIGMA BERKELEY ASSOCIATES INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does PHI KAPPA SIGMA BERKELEY ASSOCIATES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $222,991, expenses of $285,082 and total assets of $1,006,207 at year end.
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