Berrett-koehler Foundation is a 501(c)(3) organization based in San Francisco, California, registered in 2014, with $53,119 in FY2020 revenue. CharityIndex grades it C+.
Revenue (FY2020)
$53K
▲ 2.7% vs prior year
Education median: $200K
Expenses (FY2020)
$55K
Net assets
$42K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Berrett-koehler Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Berrett-koehler Foundation: 9 mo reserves · -4% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Berrett-koehler Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Berrett-koehler Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $66K (FY2014) to $53K (FY2020) across 6 reported years.
Financial snapshot
Operating margin
-3.6%
Spent more than it raised in the latest fiscal year.
Total assets
$42K
Total liabilities
$0
Net assets
$42K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2020 | $53,119▲2.7% | $55,056▼16.1% | $41,556▼4.5% | $41,556▼4.5% | 990EZ |
| 2019 | $51,709▼4.4% | $65,626▲90.5% | $43,493▼24.2% | $43,493▼24.2% | 990EZ |
| 2018 | $54,106▼44.2% | $34,458▼57.6% | $57,410▲50.1% | $57,410▲50.1% | 990EZ |
| 2016 | $97,018▲36.6% | $81,296▲33.0% | $38,252▲69.8% | $38,252▲69.8% | 990EZ |
| 2015 | $71,036▲8.2% | $61,132▼14.3% | $22,530▲117% | $22,530▲117% | 990EZ |
| 2014 | $65,647 | $71,373 | $10,388 | $10,388 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Berrett-koehler Foundation (EIN 46-2950916) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.