BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-01-28
- IRS object ID
- 201900289349200615
- Schema version
- 2017v2.3
- 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 | 2019-01-28T10:23:58-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 14700 W LINCOLN | 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 | SIGNER | PersonTitleTxt |
| Phone | 2488378018 | PhoneNum |
| Signature | 2019-01-25 | 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 | 2019-01-28 | 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 | 2019-01-28 | IPDt |
| IP Tm | 10:23:58 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7484E3CD3963469E41B121541E5DE620EF83E074 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 737A3B877C7B33C039D624E1942B5CD8B6791E98 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.BERKLEYSCHOOLS.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $116,533 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $105,801 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $82 | InvestmentIncomeAmt |
| Fundraising Gross Income | $10,650 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $18,480 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$7,830 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $98,053 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $4,241 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,200 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $4,718 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $63,048 | OtherExpensesTotalAmt |
| Total Expenses | $73,207 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,846 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $163,616 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$18,889 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $169,573 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,616 | BOYAmt |
| EOY | $228,963 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,616 | BOYAmt |
| EOY | $228,963 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,390 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,616 | BOYAmt |
| EOY | $169,573 | 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 | $4,241 | GrantsAndAllocationsAmt |
| Program Service Expenses | $73,207 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,207 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARY JO ISRAEL | ||
| EX OFFICIO | 000.00 | $0 |
| DENNIS MCDAVID | ||
| EX OFFICIO | 000.00 | $0 |
| STEVE SHIFMAN | ||
| SECRETARY | 0.25 | $0 |
| KATHY BERRYMAN | ||
| VICE PRESIDE | 0.25 | $0 |
| DENNIS CARLESSO | ||
| PRESIDENT | 0.25 | $0 |
| SARA COVATTA | ||
| TRUSTEE | 0.25 | $0 |
| ADAM CLOUS | ||
| TREASURER | 0.25 | $0 |
| DEBBIE BAKER | ||
| TRUSTEE | 0.25 | $0 |
| JESSICA STILGER | ||
| EXECUTIVE DI | 4.00 | $0 |
| JIM MCKELVEY | ||
| TRUSTEE | 0.25 | $0 |
| LAWRENCE GALLAGHER | ||
| SIGNER | 0.25 | $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 | 14700 W LINCOLN | 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 | $29,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,801 | CurrentTaxYearAmt |
| Total | $334,463 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,801 | CurrentTaxYearAmt |
| Total | $334,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $334,463 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82 | CurrentTaxYearAmt |
| Total | $221 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,650 | CurrentTaxYearAmt |
| Total | $154,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $488,740 | TotalSupportAmt |
| Public Support CY170 | 0.68430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60460 | 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 143,406 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OFF TO THE RACE | Event1Nm |
| Gross Receipts Event1 | $56,269 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,619 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,650 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $10,680 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,300 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,269 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,619 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,650 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $10,680 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,300 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,480 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,830 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK FEES 671 MINI GRANTS 5,957 MISC STUDENT EXPENSES 56,420 TOTAL 63,048 |
| FORM 990-EZ, PART I, LINE 20 | JUNE 30, 2017 ACCOUNTS PAYABLE TO GF -18,889 THE FOUNDATION'S ACCOUNTING METHOD CHANGED FROM CASH BASIS TO ACCRUAL BASIS FOR THE YEAR ENDED JUNE 30, 2018. THE EFFECT OF THIS CHANGE ON THE 2017 FORM 990-EZ IS AN DECREASE IN NET ASSETS OF 18,889 FOR ACCOUNTS PAYABLE RELATING TO THE FISCAL YEAR ENDED JUNE 30, 2017. |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 59,390 |
| 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. |