BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-15
- IRS object ID
- 201943199349201254
- Schema version
- 2018v3.1
- 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 | 2019-11-15T07:49:17-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 GALLAGER | PersonNm |
| Person Title | SUPT. OF FINANCE | PersonTitleTxt |
| Phone | 2488378018 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R DIXON | PreparerPersonNm |
| PTIN | P01321580 | PTIN |
| Phone | 9897939830 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.34.166.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 07:49:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A887DCF3240B5BF4CF8A88CDB38FC91A74B3A56 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A887DCF3240B5BF4CF8A88CDB38FC91A74B3A56 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $131,984 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $123,959 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $105 | InvestmentIncomeAmt |
| Gaming Gross Income | $7,920 | GamingGrossIncomeAmt |
| Special Events Direct Expenses | $12,563 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$4,643 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $119,421 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,520 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,250 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $70,957 | OtherExpensesTotalAmt |
| Total Expenses | $87,727 | TotalExpensesAmt |
| Excess Or Deficit For Year | $31,694 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $169,573 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $201,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,963 | BOYAmt |
| EOY | $216,024 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,963 | BOYAmt |
| EOY | $216,024 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,390 | BOYAmt |
| EOY | $14,757 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,573 | BOYAmt |
| EOY | $201,267 | 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 | $15,520 | GrantsAndAllocationsAmt |
| Program Service Expenses | $74,976 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $74,976 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARY JO ISRAEL | ||
| EX OFFICIO | 1.00 | $0 |
| DENNIS MCDAVID | ||
| EX OFFICIO | 1.00 | $0 |
| STEVE SHIFMAN | ||
| SECRETARY | 1.00 | $0 |
| KATHY BERRYMAN | ||
| VICE PRESIDE | 1.00 | $0 |
| DENNIS CARLESSO | ||
| PRESIDENT | 1.00 | $0 |
| SARA COVATTA | ||
| TRUSTEE | 1.00 | $0 |
| ADAM CLOUS | ||
| TREASURER | 1.00 | $0 |
| DEBBIE BAKER | ||
| TRUSTEE | 1.00 | $0 |
| JESSICA STILGER | ||
| EXECUTIVE DI | 1.00 | $0 |
| KHADIJA WALKER-FOBBS | ||
| TRUSTEE | 1.00 | $0 |
| KEVIN SCHNIEDERS | ||
| TRUSTEE | 1.00 | $0 |
| LAWRENCE GALLAGER | ||
| 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 GALLAGER | 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 | $43,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,959 | CurrentTaxYearAmt |
| Total | $428,629 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,959 | CurrentTaxYearAmt |
| Total | $428,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $428,629 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $318 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,920 | CurrentTaxYearAmt |
| Total | $132,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $561,130 | TotalSupportAmt |
| Public Support CY170 | 0.76390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68430 | 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 124,263 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 11,520 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK FEES 1,511 MISC STUDENT EXPENSES 4,003 ENRICHMENT 19,188 PASS THROUGH 24,481 COLLEGE VISITS 12,034 OFF TO THE RACES - OTHER 9,740 TOTAL 70,957 |
| FORM 990-EZ, PART I, LINE 20 | JUNE 30, 2017 ACCOUNTS PAYABLE TO GF 0 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 59,390 14,757 |
| 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. |