BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2021
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- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-24
- IRS object ID
- 202330559349200118
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-24T11:51:08-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3275 | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383545489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKLEY SCHOOL DISTRICT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 2488378018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14501 TALBOT ST | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE GALLAGHER | PersonNm |
| Person Title | SUPT. OF FINANCE | PersonTitleTxt |
| Phone | 2488378018 | PhoneNum |
| Signature | 2023-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | GALLAGHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R DIXON | PreparerPersonNm |
| PTIN | P01321580 | PTIN |
| Phone | 9897939830 | PhoneNum |
| Preparation | 2023-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.BERKLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $96,876 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $84,136 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $25 | InvestmentIncomeAmt |
| Gaming Gross Income | $6,000 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $6,715 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,187 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$8,472 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $75,689 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $17,803 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,350 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,845 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $42,188 | OtherExpensesTotalAmt |
| Total Expenses | $63,186 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,503 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $266,200 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $278,703 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,589 | BOYAmt |
| EOY | $313,662 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,589 | BOYAmt |
| EOY | $313,662 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,389 | BOYAmt |
| EOY | $34,959 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,200 | BOYAmt |
| EOY | $278,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE FUNDING RESOURCES FOR THE ACADEMICS, ARTS, AND ATHLETICS THROUGH SPECIAL PROJECTS AND MINI-GRANT AWARDS IN THE BERKLEY SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO HELP MAINTAIN AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN THE BERKLEY SCHOOL DISTRICT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $17,803 | GrantsAndAllocationsAmt |
| Program Service Expenses | $52,182 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,182 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KEVIN SCHNEIDERS | ||
| PRESIDENT | 1.00 | $0 |
| KHADIJA WALKER-FOBBS | ||
| VICE PRESIDE | 1.00 | $0 |
| ADAM CLOUS | ||
| TREASURER | 1.00 | $0 |
| DEBBIE BAKER | ||
| SECRETARY | 1.00 | $0 |
| SCOTT FRANCIS | ||
| EX OFFICIO | 1.00 | $0 |
| JESSICA STILGER | ||
| EXECUTIVE DI | 1.00 | $0 |
| KATHY BERRYMAN | ||
| TRUSTEE | 1.00 | $0 |
| DENNIS CARLESSO | ||
| PAST PRESIDE | 1.00 | $0 |
| STEVE LYSKAWA | ||
| TRUSTEE | 1.00 | $0 |
| SARAH MOUNTAIN | ||
| REPRESENTATI | 1.00 | $0 |
| GLORIA DIJKERS | ||
| TRUSTEE | 1.00 | $0 |
| LAWRENCE GALLAGHER | ||
| SUPT. OF FIN | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE GALLAGHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14501 TALBOT | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488378018 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,136 | CurrentTaxYearAmt |
| Total | $490,647 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,136 | CurrentTaxYearAmt |
| Total | $490,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $490,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25 | CurrentTaxYearAmt |
| Total | $397 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,715 | CurrentTaxYearAmt |
| Total | $56,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $547,502 | TotalSupportAmt |
| Public Support CY170 | 0.89620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OFF TO THE RACES 43,743 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OFF TO THE RACE | Event1Nm |
| Gross Receipts Event1 | $52,894 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $46,179 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,715 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,223 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,710 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,774 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,930 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,894 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $46,179 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,715 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,223 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,710 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,774 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,930 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,187 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,472 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 13,392 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK FEES 2,325 MISC STUDENT EXPENSES 5,484 ENRICHMENT 11,352 PASS THROUGH 14,458 COLLEGE VISITS 8,569 TOTAL 42,188 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 14,389 34,959 |
| FORM 990-EZ, PART III | PROVIDE FUNDING RESOURCES FOR THE ACADEMICS, ARTS, AND ATHLETICS THROUGH SPECIAL PROJECTS AND MINI-GRANT AWARDS IN THE BERKLEY SCHOOL DISTRICT. |