BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2024
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- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-10
- IRS object ID
- 202610699349200546
- Schema version
- 2024v5.5
- 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 | 2026-03-10T15:31:12-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | Jenna Romain | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 2488378018 | PhoneNum |
| Signature | 2026-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian R Dixon | PreparerPersonNm |
| PTIN | P01321580 | PTIN |
| Phone | 9897939830 | PhoneNum |
| Preparation | 2026-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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.berkleyfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $172,348 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $153,584 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,249 | InvestmentIncomeAmt |
| Gaming Gross Income | $1,895 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $13,620 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $39,125 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$23,610 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $133,223 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $75,942 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,675 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $350 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $50,073 | OtherExpensesTotalAmt |
| Total Expenses | $128,040 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,183 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $293,919 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $299,102 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,005 | BOYAmt |
| EOY | $372,385 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,300 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,305 | BOYAmt |
| EOY | $372,385 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,386 | BOYAmt |
| EOY | $73,283 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,919 | BOYAmt |
| EOY | $299,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Providing funding resources to enrich the experiences of Berkley School District students through mini-grants, enrichment classes and special projects. | 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 | $75,942 | GrantsAndAllocationsAmt |
| Program Service Expenses | $105,697 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $105,697 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Kevin Schnieders | ||||
| President | 1.00 | $0 | $0 | $0 |
| Krista Jahnke | ||||
| Vice President | 1.00 | $0 | $0 | $0 |
| Julie Andes | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Lindsay Casetta | ||||
| Secretary | 1.00 | $0 | $0 | $0 |
| Leslie Ellis | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Sara Gold | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Chris Gross | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Jennesa Kreiner | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Khadija Walker-Fobbs | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Michelle Wekerle | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Scott Francis | ||||
| Ex-Officio | 1.00 | $0 | $0 | $0 |
| Barrie Frankel | ||||
| Ex-Officio | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jenna Romain | BusinessNameLine1Txt |
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 | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $69,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,584 | CurrentTaxYearAmt |
| Total | $539,905 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,584 | CurrentTaxYearAmt |
| Total | $539,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $539,905 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,249 | CurrentTaxYearAmt |
| Total | $3,404 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,515 | CurrentTaxYearAmt |
| Total | $65,948 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $609,257 | TotalSupportAmt |
| Public Support CY170 | 0.88620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Off to the Race | Event1Nm |
| Gross Receipts Event1 | $83,560 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $75,290 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,270 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,552 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,488 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,421 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,933 | OtherDirectExpensesEvent1Amt |
| Event2 | BEF Open | Event2Nm |
| Gross Receipts Event2 | $11,318 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,968 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,350 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $406 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $789 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,315 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $671 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $94,878 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $81,258 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,620 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,958 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,277 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,736 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,604 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,125 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,505 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest. Amount: 3,249. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Mini Grants. Grantee Name: 38 grants given. Amount Given: 12,342. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Scholarship. Grantee Name: 8 scholarships given. Amount Given: 3,600. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Scholarship. Grantee Name: 12 scholarships given. Amount Given: 60,000. Total included on Form 990-EZ, line 10: 75,942. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Enrichment. Amount: 19,922. Description: Dollars for the District. Amount: 98. Description: College Visits. Amount: 9,832. Description: Misc Student Expenses. Amount: 11,406. Description: Bank fees. Amount: 8,815. Total to Form 990-EZ, line 16: 50,073. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Prepaid Expenses and Deferred Charges. Beg. of Year Amount: 3,300. End of Year Amount: 0. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 77,386. End of Year Amount: 73,283. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |