Civic Intelligence

Berkley Scholarship Fund Inc.

990 • Fiscal year 2016 • EIN 04-2509894

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 18, 2017

Organization ProfileN/A
622 Berkley StreetBerkley, MA 02779

(508) 822-2870

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

1.01x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$705,978

Down $12,249 (-1.7%) from 2015

Net Assets

Up

$675,228

Up $751 (+0.1%) from 2015

Liabilities

Down

$30,750

Down $13,000 (-30%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin5th percentile

Revenue

Down

$30,388

Down $10,875 (-26%) from 2015

Expenses

Down

$50,580

Down $7,232 (-13%) from 2015

Net Income

Down

-$20,192

Down $3,643 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2010: $418,990Liabilities 2010: $22,750Net Assets 2010: $396,2402010Assets 2011: $404,013Liabilities 2011: $12,2502011Assets 2012: $457,180Liabilities 2012: $24,500Net Assets 2012: $432,6802012Assets 2013: $746,751Liabilities 2013: $21,250Net Assets 2013: $725,5012013Assets 2014: $753,277Liabilities 2014: $38,500Net Assets 2014: $714,7772014Assets 2015: $718,227Liabilities 2015: $43,750Net Assets 2015: $674,4772015Assets 2016: $705,978Liabilities 2016: $30,750Net Assets 2016: $675,2282016Assets 2017: $744,693Liabilities 2017: $64,250Net Assets 2017: $680,4432017Assets 2018: $672,278Liabilities 2018: $73,900Net Assets 2018: $598,3782018Assets 2019: $713,912Liabilities 2019: $74,900Net Assets 2019: $639,0122019Assets 2020: $724,584Liabilities 2020: $75,900Net Assets 2020: $648,6842020Assets 2021: $699,200Liabilities 2021: $82,900Net Assets 2021: $616,3002021Assets 2022: $613,135Liabilities 2022: $58,400Net Assets 2022: $554,7352022Assets 2023: $655,273Liabilities 2023: $43,900Net Assets 2023: $611,3732023Assets 2024: $713,436Liabilities 2024: $60,900Net Assets 2024: $652,5362024

Highlighted filing

2016

Assets$705,978
Liabilities$30,750
Net Assets$675,228
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $30,334Expenses 2010: $31,939Net Income 2010: -$1,6052010Revenue 2011: $40,883Expenses 2011: $25,745Net Income 2011: $15,1382011Revenue 2012: $62,492Expenses 2012: $34,910Net Income 2012: $27,5822012Revenue 2013: $344,174Expenses 2013: $34,411Net Income 2013: $309,7632013Revenue 2014: $68,441Expenses 2014: $60,304Net Income 2014: $8,1372014Revenue 2015: $41,263Expenses 2015: $57,812Net Income 2015: -$16,5492015Revenue 2016: $30,388Expenses 2016: $50,580Net Income 2016: -$20,1922016Revenue 2017: $48,828Expenses 2017: $76,396Net Income 2017: -$27,5682017Revenue 2018: $26,155Expenses 2018: $78,968Net Income 2018: -$52,8132018Revenue 2019: $68,548Expenses 2019: $77,825Net Income 2019: -$9,2772019Revenue 2020: $70,991Expenses 2020: $81,668Net Income 2020: -$10,6772020Revenue 2021: $75,511Expenses 2021: $88,522Net Income 2021: -$13,0112021Revenue 2022: $100,715Expenses 2022: $64,657Net Income 2022: $36,0582022Revenue 2023: $51,368Expenses 2023: $49,256Net Income 2023: $2,1122023Revenue 2024: $93,024Expenses 2024: $69,315Net Income 2024: $23,7092024

Highlighted filing

2016

Revenue$30,388
Expenses$50,580
Net Income-$20,192
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 18, 2017
Return Version
2016v3.0
Gross Receipts
$477,532
Mission and Program Overview

Mission

COLLEGE SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$696,925$666,428▼ $30,497
Cash and Non-Interest-Bearing Accounts$21,302$39,550▲ $18,248
Total Assets$718,227$705,978▼ $12,249
Liabilities
Accounts Payable and Accrued Expenses$43,750$30,750▼ $13,000
Total Liabilities$43,750$30,750▼ $13,000
Net Assets / Fund Balance
Unrestricted Net Assets$674,477$675,228▲ $751
Total Net Assets Fund Balance$674,477$675,228▲ $751
Total Liabilities and Net Assets / Fund Balance$718,227$705,978▼ $12,249
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Colleen PerkinsPresident
Ed HarmonBoard Member
Gerry BernardBoard Member
Jean DeanBoard Member
Jo Ann HadleyBoard Member
Mary KimballBoard Member
Sandra MittonBoard Member
Kathy MendzelaClerk
Byron HolmesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,119
Program Service Revenue
$0
Investment Income
$14,269
Other Revenue
$0
All Other Contributions
$6,990
Change in Net Assets
$-20,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,000
Other Expenses$9,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$41,000--$41,000
Fees for Service Investment Mgmnt Fees-$6,700-$6,700
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$1,160-$1,160
Other Expenses-$220-$220
Total Functional Expenses$41,000$9,580$0$50,580
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,617
Fundraising Gross Income$5,617
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The treasurer reviewed and approved the form 990 and the document was provided to the board of directors before filing.”

Form 990, Part VI, Section C, Line 19

“Upon request and another website”

Filing and Contact Details

Filer

Filer Name
Berkley Scholarship Fund Inc
EIN
04-2509894
Phone
5088222870
Address
622 BERKLEY STREET, BERKLEY, MA 02779

Signing Officer

Name
Byron Holmes
Title
Treasurer
Phone
5088222870
Signed
2017-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Byron Holmes
Formed
1971
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Maureen L Sullivan CPA
Phone
5088717178
Raw XML Appendix353 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043750
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030750
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COLLEGE SCHOLARSHIPS
IRS990/AllOtherContributionsAmt06990
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BYRON HOLMES TREASURER
IRS990/BooksInCareOfDetail/PhoneNum05088222870
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0622 BERKLEY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002779
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt021302
IRS990/CashNonInterestBearingGrp/EOYAmt039550
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt09129
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016119
IRS990/CYGrantsAndSimilarPaidAmt041000
IRS990/CYInvestmentIncomeAmt014269
IRS990/CYOtherExpensesAmt09580
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-20192
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050580
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt030388
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0COLLEGE SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt041000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06700
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06700
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0COLLEEN PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1BYRON HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY MENDZELA
IRS990/Form990PartVIISectionAGrp/PersonNm3JO ANN HADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4GERRY BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA MITTON
IRS990/Form990PartVIISectionAGrp/PersonNm6JEAN DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY KIMBALL
IRS990/Form990PartVIISectionAGrp/PersonNm8ED HARMON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt09129
IRS990/FundraisingDirectExpensesAmt05617
IRS990/FundraisingGrossIncomeAmt05617
IRS990/GainOrLossGrp/SecuritiesAmt0-364
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt041000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt041000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt041000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0441163
IRS990/GrossReceiptsAmt0477532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014633
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014633
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0696925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0666428
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0441527
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COLLEGE SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0674477
IRS990/NetAssetsOrFundBalancesEOYAmt0675228
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-364
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-364
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020943
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01160
IRS990/OfficeExpensesGrp/TotalAmt01160
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0220
IRS990/OtherExpensesGrp/TotalAmt0220
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BYRON HOLMES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09629
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt049800
IRS990/PYInvestmentIncomeAmt022771
IRS990/PYOtherExpensesAmt08012
IRS990/PYOtherRevenueAmt08863
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-16549
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041263
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-20192
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0102637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014082
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089066
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42500
IRS990ScheduleA/PublicSupportPY170Pct00.41230
IRS990ScheduleA/PublicSupportTotal170Amt081471
IRS990ScheduleA/SubstantialContributorsTotAmt021166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036958
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0102637
IRS990ScheduleA/TotalSupportAmt0191703
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD ACCEPTS APPLICATIONS FOR COLLEGE SCHOLARSHIPS FROM BERKLEY, MASSACHUSETTS STUDENTS. THE BOARD THEN REVIEWS AND SELECTS THE RECIPIENTS ANNUALLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWED AND APPROVED THE FORM 990 AND THE DOCUMENT WAS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST AND ANOTHER WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0718227
IRS990/TotalAssetsEOYAmt0705978
IRS990/TotalAssetsGrp/BOYAmt0718227
IRS990/TotalAssetsGrp/EOYAmt0705978
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016119
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041000
IRS990/TotalFunctionalExpensesGrp/TotalAmt050580
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043750
IRS990/TotalLiabilitiesEOYAmt030750
IRS990/TotalLiabilitiesGrp/BOYAmt043750
IRS990/TotalLiabilitiesGrp/EOYAmt030750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0674477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0675228
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014269
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030388
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0718227
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0705978
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0674477
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0675228
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0622 BERKLEY STREET
IRS990/USAddress/CityNm0BERKLEY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002779
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BYRON HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088222870
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKLEY SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0042509894
ReturnHeader/Filer/PhoneNum05088222870
ReturnHeader/Filer/USAddress/AddressLine1Txt0622 BERKLEY STREET
ReturnHeader/Filer/USAddress/CityNm0BERKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002779
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.248.188.134
ReturnHeader/FilingSecurityInformation/IPDt02017-04-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:44:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431985162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH SULLIVAN & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 FLANDERS ROAD - SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05088717178
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN L SULLIVAN CPA
ReturnHeader/ReturnTs02017-04-18T14:52:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$705,978
Liabilities
$30,750
Net assets
$675,228
Revenue
$30,388
Expenses
$50,580
Net income
-$20,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.61$6.53$0.93$0.69$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.55$0.44$6.11$0.51$0.49$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.58$5.55$1.01$0.65$0.36
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.99$0.83$6.16$0.76$0.89$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$0.76$6.49$0.71$0.82$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.75$6.39$0.69$0.78$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.74$5.98$0.26$0.79$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.64$6.80$0.49$0.76$0.28
2016Detailed filing. Detailed filing data is available for this year.$7.06$0.31$6.75$0.30$0.51$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.44$6.74$0.41$0.58$0.17
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.53$0.39$7.15$0.68$0.60$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.47$0.21$7.26$3.44$0.34$3.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.25$4.33$0.62$0.35$0.28
2011Summary only. Only limited summary data is available for this year.$4.04$0.12$0.41$0.26$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.23$3.96$0.30$0.32$0.02