BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BERKLEY SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 38-3545489)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-08
- IRS object ID
- 201120399349200117
- Schema version
- 2009v1.7
- 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 | 2011-02-08T13:54:43-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 2011-02-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R YOUNGSTROM | Name |
| Phone | 9897939830 | Phone |
| Date Prepared | 2011-02-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 |
| Organization501c | X | Organization501c |
| Gross Receipts | 36840 | GrossReceipts |
| Contributions Gifts Grants Etc | 13711 | ContributionsGiftsGrantsEtc |
| Investment Income | 711 | InvestmentIncome |
| Special Events Gross Revenue | 22418 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 6387 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 16031 | SpecialEventsNetIncomeLoss |
| Total Revenue | 30453 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 1200 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 11616 | OtherExpensesTotal |
| Total Expenses | 12816 | TotalExpenses |
| Excess Or Deficit For Year | 17637 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 71739 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 89376 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71739 | BOY |
| EOY | 89376 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71739 | BOY |
| EOY | 89376 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71739 | BOY |
| EOY | 89376 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 10071 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 10071 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| LARRY GALLAGHER | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| MARY JOE ISRAEL | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| SUE MCALPINE | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| RYAN O'GORMAN | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| MARC KATZ | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| PAUL ELLISON | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| RANDY TRAVIS | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| SHERYL STODDARD | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 0 |
| ROGER BLAKE | ||||||
| 14700 W LINCOLN | OAK PARK | MI | 48237 | DIRECTOR | 0 | 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 |
| 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 |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| 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 |
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 | 55602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13711 | CurrentTaxYear |
| Total | 257892 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13711 | CurrentTaxYear |
| Total | 257892 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 257892 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118 | CurrentTaxYearMinus1Year |
| Total | 5599 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 9206 | CurrentTaxYear |
| Total | 9206 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 155 | CurrentTaxYearMinus1Year |
| Total | 155 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 272852 | TotalSupport |
| Gross Receipts From Admissions Etc | 6536 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98040 | 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 | 19193 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16593 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 6387 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DOLLARS FOR THE | NameOfEvent2 |
| Gross Receipts Event2 | 5825 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5825 | GrossRevenueEvent2 |
| Gross Receipts Total | 25018 | GrossReceiptsTotal |
| Charitable Contributions Total | 2600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22418 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 6387 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6387 | DirectExpenseSummaryEvents |
| Net Income Summary | 16031 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Name Of Gaming Rec Keeper Person | LAWRENCE GALLAGHER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| LARRY GALLAGHER |
| MARY JOE ISRAEL |
| SUE MCALPINE |
| RYAN OGORMAN |
| MARC KATZ |
| PAUL ELLISON |
| RANDY TRAVIS |
| SHERYL STODDARD |
| ROGER BLAKE |