BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-09
- IRS object ID
- 201343439349200704
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2013-12-09T10:29:24-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3275 | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 48605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383545489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKLEY SCHOOL DISTRICT | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 2488378018 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14700 W LINCOLN | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE L GALLAGHER | Name |
| Title | TRUSTEE | Title |
| Phone | 2488378018 | Phone |
| Date Signed | 2013-12-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN R DIXON | Name |
| Phone | 9897939830 | Phone |
| Date Prepared | 2013-12-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.BERKLEYSCHOOLS.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 42817 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 21397 | ContributionsGiftsGrantsEtc |
| Investment Income | 68 | InvestmentIncome |
| Fundraising Gross Income | 19930 | FundraisingGrossIncome |
| Special Events Direct Expenses | 6455 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 13475 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 1422 | OtherRevenueTotal |
| Total Revenue | 36362 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 1100 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 2878 | PrintingPublicationsPostage |
| Other Expenses Total | 113006 | OtherExpensesTotal |
| Total Expenses | 116984 | TotalExpenses |
| Excess Or Deficit For Year | -80622 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 128460 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 47838 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128460 | BOY |
| EOY | 47838 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128460 | BOY |
| EOY | 47838 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128460 | BOY |
| EOY | 47838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | PROVIDE FUNDING RESOURCES FOR THE ACADEMICS, ARTS, AND ATHLETICS THROUGH SPECIAL PROJECTS AND MINI-GRANT AWARDS IN THE BERKLEY SCHOOL DISTRICT. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TO HELP MAINTAIN AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN THE BERKLEY SCHOOL DISTRICT. | DescriptionProgramServiceAccom |
| Program Service Expenses | 116984 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 116984 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| LARRY GALLAGHER | ||
| DIRECTOR | 1.00 | 0 |
| MARY JOE ISRAEL | ||
| DIRECTOR | 1.00 | 0 |
| SUE MCALPINE | ||
| DIRECTOR | 1.00 | 0 |
| DENNIS MCDAVID | ||
| DIRECTOR | 1.00 | 0 |
| MITCHELL MOSES | ||
| DIRECTOR | 1.00 | 0 |
| PAUL ELLISON | ||
| DIRECTOR | 1.00 | 0 |
| RANDY TRAVIS | ||
| DIRECTOR | 1.00 | 0 |
| SHERYL STODDARD | ||
| DIRECTOR | 1.00 | 0 |
| ROGER BLAKE | ||
| DIRECTOR | 1.00 | 0 |
| RON JUSTICE | ||
| DIRECTOR | 1.00 | 0 |
| MARY GESKEY | ||
| DIRECTOR | 1.00 | 0 |
| PENNY COYNE | ||
| DIRECTOR | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAWRENCE GALLAGHER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14700 W LINCOLN | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2488378018 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56779 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21397 | CurrentTaxYear |
| Total | 151333 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56779 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21397 | CurrentTaxYear |
| Total | 151333 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 151333 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68 | CurrentTaxYear |
| Total | 548 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4886 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8461 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12475 | CurrentTaxYear |
| Total | 35028 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 186909 | TotalSupport |
| Gross Receipts From Admissions Etc | 1422 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OFF TO THE RACE | NameOfEvent1 |
| Gross Receipts Event1 | 19930 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 19930 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 6455 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 19930 | GrossReceiptsTotal |
| Gross Revenue Total Events | 19930 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 6455 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6455 | DirectExpenseSummaryEvents |
| Net Income Summary | 13475 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS 1,422 TOTAL 1,422 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 749 IPADS FOR TEACHERS 110,069 MISC 1,336 BANK FEES 852 TOTAL 113,006 |
| PRIMARY EXEMPT PURPOSE | 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. |
Compensation Explanation CompensationExplanation
Compensation Compensation (12 entries)
| LARRY GALLAGHER |
| MARY JOE ISRAEL |
| SUE MCALPINE |
| DENNIS MCDAVID |
| MITCHELL MOSES |
| PAUL ELLISON |
| RANDY TRAVIS |
| SHERYL STODDARD |
| ROGER BLAKE |
| RON JUSTICE |
| MARY GESKEY |
| PENNY COYNE |