Civic Intelligence

Berkley Charter School Inc.

990 • Fiscal year 2017 • EIN 03-0499955

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2018

Organization ProfileWWW.BERKLEYCHARTER.COM
5240 Berkley RoadAuburndale, FL 33823

(863) 968-5024

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.89x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.64x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

2.3%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$4,475,444

Up $940,078 (+27%) from 2016

Net Assets

Up

$493,620

Up $156,307 (+46%) from 2016

Liabilities

Up

$3,981,824

Up $783,771 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin49th percentile

Revenue

Up

$6,184,949

Up $138,074 (+2.3%) from 2016

Expenses

Up

$6,028,642

Up $195,544 (+3.4%) from 2016

Net Income

Down

$156,307

Down $57,470 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,323,328Liabilities 2011: $446,465Net Assets 2011: $1,876,8632011Assets 2012: $2,102,148Liabilities 2012: $403,017Net Assets 2012: $1,699,1312012Assets 2013: $2,290,954Liabilities 2013: $554,380Net Assets 2013: $1,736,5742013Assets 2014: $2,345,490Liabilities 2014: $478,978Net Assets 2014: $1,866,5122014Assets 2015: $2,847,188Liabilities 2015: $2,723,652Net Assets 2015: $123,5362015Assets 2016: $3,535,366Liabilities 2016: $3,198,053Net Assets 2016: $337,3132016Assets 2017: $4,475,444Liabilities 2017: $3,981,824Net Assets 2017: $493,6202017Assets 2018: $4,381,471Liabilities 2018: $3,981,055Net Assets 2018: $400,4162018Assets 2019: $4,438,586Liabilities 2019: $4,167,013Net Assets 2019: $271,5732019Assets 2020: $4,171,038Liabilities 2020: $4,571,994Net Assets 2020: -$400,9562020Assets 2021: $5,235,612Liabilities 2021: $6,144,887Net Assets 2021: -$909,2752021Assets 2022: $5,190,614Liabilities 2022: $4,765,273Net Assets 2022: $425,3412022Assets 2023: $6,055,071Liabilities 2023: $4,857,528Net Assets 2023: $1,197,5432023Assets 2024: $6,332,801Liabilities 2024: $5,528,203Net Assets 2024: $804,5982024

Highlighted filing

2017

Assets$4,475,444
Liabilities$3,981,824
Net Assets$493,620
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $5,147,3002011Expenses 2012: $5,494,4182012Revenue 2013: $5,492,128Expenses 2013: $5,454,685Net Income 2013: $37,4432013Revenue 2014: $5,824,980Expenses 2014: $5,695,042Net Income 2014: $129,9382014Revenue 2015: $5,891,266Expenses 2015: $5,595,493Net Income 2015: $295,7732015Revenue 2016: $6,046,875Expenses 2016: $5,833,098Net Income 2016: $213,7772016Revenue 2017: $6,184,949Expenses 2017: $6,028,642Net Income 2017: $156,3072017Revenue 2018: $6,267,673Expenses 2018: $6,360,877Net Income 2018: -$93,2042018Revenue 2019: $6,450,210Expenses 2019: $6,579,053Net Income 2019: -$128,8432019Revenue 2020: $6,221,438Expenses 2020: $6,893,866Net Income 2020: -$672,4282020Revenue 2021: $6,690,145Expenses 2021: $7,198,464Net Income 2021: -$508,3192021Revenue 2022: $8,089,589Expenses 2022: $6,754,973Net Income 2022: $1,334,6162022Revenue 2023: $8,125,915Expenses 2023: $7,353,713Net Income 2023: $772,2022023Revenue 2024: $8,134,442Expenses 2024: $8,527,387Net Income 2024: -$392,9452024

Highlighted filing

2017

Revenue$6,184,949
Expenses$6,028,642
Net Income$156,307
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 15, 2018
Return Version
2016v3.1
Gross Receipts
$6,184,949
Mission and Program Overview

Mission

To provide an optimal learning environment for all children by emphasizing research based effective practices, time on task, an integrated relevant curriculum and establish a new form of accountability for schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,437,923$1,768,834▲ $330,911
Savings and Temporary Cash Investments$107,976$671,637▲ $563,661
Investments in Publicly Traded Securities$518,516--
Land, Buildings, and Equipment, Net$486,214$428,582▼ $57,632
Pd in Cap Srpls Land Bldg Eqp Fund$465,107$428,582▼ $36,525
Rtn Earn Endowment Incm Other Fnds$-127,794$65,038▲ $192,832
Prepaid Expenses and Deferred Charges$9,015$7,885▼ $1,130
Accounts Receivable$106,095$6,663▼ $99,432
Total Assets$3,535,366$4,475,444▲ $940,078
Other Assets Total$869,627$1,591,843▲ $722,216
Liabilities
Other Liabilities$2,731,610$3,532,061▲ $800,451
Accounts Payable and Accrued Expenses$466,443$449,763▼ $16,680
Total Liabilities$3,198,053$3,981,824▲ $783,771
Net Assets / Fund Balance
Total Net Assets Fund Balance$337,313$493,620▲ $156,307
Total Liabilities and Net Assets / Fund Balance$3,535,366$4,475,444▲ $940,078

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,026$179,080-
Other Land Buildings$270,897$735,672-
Equipment$81,659$468,146-
Other Assets Org$26,613--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Michelle HenningerBoard Member
Travis HoulihanBoard Member
Doug McphersonDirector
Henry MansonDirector
Lanier WatersDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$355,002
Program Service Revenue
$4,753,371
Investment Income
$62,235
Other Revenue
$1,014,341
Change in Net Assets
$156,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,184,949
Total Revenue per Audited Statements
$6,184,949
Total Revenue per Form 990
$6,184,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,783,263
Other Expenses$1,245,379
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,233,301$393,653-$3,626,954
Other Employee Benefits$476,688$30,678-$507,366
Pension Plan Contributions$361,433$23,968-$385,401
Payroll Taxes$238,796$24,746-$263,542
Fees for Services Other$122,764$21,318-$144,082
Occupancy$93,361$23,319-$116,680
Depreciation Depletion$87,016$3,513-$90,529
Insurance$79,433$9,817-$89,250
All Other Expenses$84,359$3,043-$87,402
Other Expenses$53,816$3,843-$57,659
Travel$51,187--$51,187
Fees for Services Management$42,487--$42,487
Interest$5,162--$5,162
Office Expenses$1,253--$1,253
Total Functional Expenses$5,459,356$569,286$0$6,028,642

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,028,642
Total Expenses per Audited Statements$6,028,642
Total Expenses per Form 990$6,028,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$3,071,815
Deferred Inflows of Resources$460,246
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is given to the executive director/ceo and the board of directors for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Any conflict of interest that may arise is first discussed amongst the board of governance and if conflict is not resolved, it is reported in the annual accountability report to the doe.”

Form 990, Page 6, Part VI, Line 15A

“The compensation for the ceo, executive director, or top management officials is discussed amongst the board of directors and is approved after reviewing comparability data.”

Form 990, Page 6, Part VI, Line 15B

“The compensation for the officers or key employees is discussed amongst the board of directors and is approved after reviewing comparability data.”

Form 990, Page 6, Part VI, Line 19

“Books are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkley Charter School Inc
EIN
03-0499955
Phone
8639685024
Address
5240 BERKLEY ROAD, AUBURNDALE, FL 33823

Signing Officer

Name
Gayle Thomas
Title
Principal
Phone
8639685024
Signed
2018-01-15

Organization Details

Principal Officer
Gayle Thomas
Formed
2002
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
316
Volunteers
275

Preparer

Firm
Mccrady & Associates Pllc
Address
PO BOX 160655, ALTAMONTE SPRINGS, FL 32716
Preparer
Stacy Mccrady
Phone
4079604429
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The school qualifies as a tax-exempt organization under internal revenue code section 501(c)(3), and is therefore, exempt from income taxes. Accordingly, no tax provision has been made in the accompanying financial statements. Additionally, no uncertain tax positions have been made requiring disclosure in the related notes to the financial statements. The school's income tax returns for the tax years 2015, 2014, and 2013 are subject to examination by tax authorities, and may change upon examination.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReconcilationRevenueExpnssAmt0156307
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05829947
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-127794
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt065038
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107976
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0671637
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt076026
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0179080
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0255106
IRS990ScheduleD/EquipmentGrp/BookValueAmt081659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0468146
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0549805
IRS990ScheduleD/ExpensesSubtotalAmt06028642
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01565230
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt126613
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MEDICAL INSURANCE RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0270897
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0735672
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01006569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03071815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1460246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED INFLOWS OF RESOURCES
IRS990ScheduleD/RevenueSubtotalAmt06184949
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THEREFORE, EXEMPT FROM INCOME TAXES. ACCORDINGLY, NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ADDITIONALLY, NO UNCERTAIN TAX POSITIONS HAVE BEEN MADE REQUIRING DISCLOSURE IN THE RELATED NOTES TO THE FINANCIAL STATEMENTS. THE SCHOOL'S INCOME TAX RETURNS FOR THE TAX YEARS 2015, 2014, AND 2013 ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0428582
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01591843
IRS990ScheduleD/TotalExpensesPerForm990Amt06028642
IRS990ScheduleD/TotalLiabilityAmt03532061
IRS990ScheduleD/TotalRevenuePerForm990Amt06184949
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06184949
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06028642
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH BROCHURES,NEWSLETTERS, LOCAL NEIGHBORHOOD EVENTS, NEWSPAPERS, OPEN HOUSES AND VIDEOS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1REVENUES ARE RECEIVED FROM THE FLORIDA DEPARTMENT OF EDUCATION UNDER THE FLORIDA EDUCATION FINANCE PROGRAM. THE AMOUNT RECEIVED IS BASED ON THE NUMBER OF WEIGHTED FULL-TIME EQUIVALENT STUDENTS REPORTED BY THE SCHOOL DURING THE SURVEY PERIOD.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR/CEO AND THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY CONFLICT OF INTEREST THAT MAY ARISE IS FIRST DISCUSSED AMONGST THE BOARD OF GOVERNANCE AND IF CONFLICT IS NOT RESOLVED, IT IS REPORTED IN THE ANNUAL ACCOUNTABILITY REPORT TO THE DOE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIALS IS DISCUSSED AMONGST THE BOARD OF DIRECTORS AND IS APPROVED AFTER REVIEWING COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION FOR THE OFFICERS OR KEY EMPLOYEES IS DISCUSSED AMONGST THE BOARD OF DIRECTORS AND IS APPROVED AFTER REVIEWING COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOKS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0POLK COUNTY SCHOOL BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOVT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01915 SOUTH FLORAL AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BARTOW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033830
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE TITLE OF THE SCHOOL BUILDING AND FACILITIES AND OTHER CAPITAL ASSETS ACQUIRED PRIOR TO JULY 1, 2001 REMAIN WITH THE SCHOOL BOARD. FLORIDA STATUTES PROVIDE THAT THE USE OF THE SCHOOL BUILDING BE FURNISHED TO CHARTER SCHOOLS ON THE SAME BASIS AS MADE AVAILABLE TO OTHER PUBLIC SCHOOLS IN THE DISTRICT. NO RENTAL OR LEASING FEES MAY BE CHARGED BY THE DISTRICT SCHOOL BOARD TO THE CHARTER SCHOOL OR TO THE PARENTS AND TEACHERS WHO ORGANIZE THE CHARTER SCHOOL.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE EXPLANATION BELOW
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0POLK COUNTY SCHOOL BOARD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03535366
IRS990/TotalAssetsEOYAmt04475444
IRS990/TotalAssetsGrp/BOYAmt03535366
IRS990/TotalAssetsGrp/EOYAmt04475444
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0355002
IRS990/TotalEmployeeCnt0316
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0569286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05459356
IRS990/TotalFunctionalExpensesGrp/TotalAmt06028642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03198053
IRS990/TotalLiabilitiesEOYAmt03981824
IRS990/TotalLiabilitiesGrp/BOYAmt03198053
IRS990/TotalLiabilitiesGrp/EOYAmt03981824
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0337313
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0493620
IRS990/TotalProgramServiceExpensesAmt05459356
IRS990/TotalProgramServiceRevenueAmt04753371
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05829947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06184949
IRS990/TotalVolunteersCnt0275
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03535366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04475444
IRS990/TravelGrp/ProgramServicesAmt051187
IRS990/TravelGrp/TotalAmt051187
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05240 BERKLEY ROAD
IRS990/USAddress/CityNm0AUBURNDALE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033823
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BERKLEYCHARTER.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLE THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum08639685024
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKLEY CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0030499955

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,475,444
Liabilities
$3,981,824
Net assets
$493,620
Revenue
$6,184,949
Expenses
$6,028,642
Net income
$156,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$5.53$0.80$8.13$8.53$0.39
2023Detailed filing. Detailed filing data is available for this year.$6.06$4.86$1.20$8.13$7.35$0.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$4.77$0.43$8.09$6.75$1.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$6.14$0.91$6.69$7.20$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$4.57$0.40$6.22$6.89$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$4.17$0.27$6.45$6.58$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.38$3.98$0.40$6.27$6.36$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.48$3.98$0.49$6.18$6.03$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.54$3.20$0.34$6.05$5.83$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$2.72$0.12$5.89$5.60$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.48$1.87$5.82$5.70$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.55$1.74$5.49$5.45$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.40$1.70$5.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.45$1.88$5.15