Berkley School District Educational Foundation

990EZ • Fiscal year 2013 • EIN 38-3545489

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 02, 2013

Organization Profile www.berkleyfoundation.org

14700 W LincolnOak Park, MI 48237

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-222%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-63%

Faster asset growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

9.0%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$47,838

Down $80,622 (-63%) from 2012

Net Assets

Down

$47,838

Down $80,622 (-63%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin3rd percentile

Revenue

$36,362

Up $2,998 (+9.0%) from 2012

Expenses

$116,984

Up $97,491 (+500%) from 2012

Net Income

Down

-$80,622

Down $94,493 (-681%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2013

Assets$47,838

Liabilities$0

Net Assets$47,838

Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

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

Highlighted filing

2013

Revenue$36,362

Expenses$116,984

Net Income-$80,622

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Dec 2, 2013
Return Version: 2012v2.3

Mission and Program Overview

Mission

Providing funding resources to enrich the experiences of Berkley School District students through mini-grants, enrichment classes and special projects.

Filing and Contact Details

Filer

EIN: 38-3545489

Raw XML Appendix196 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
CompensationExplanation/Compensation/PersonName	0	LARRY GALLAGHER
CompensationExplanation/Compensation/PersonName	1	MARY JOE ISRAEL
CompensationExplanation/Compensation/PersonName	2	SUE MCALPINE
CompensationExplanation/Compensation/PersonName	3	DENNIS MCDAVID
CompensationExplanation/Compensation/PersonName	4	MITCHELL MOSES
CompensationExplanation/Compensation/PersonName	5	PAUL ELLISON
CompensationExplanation/Compensation/PersonName	6	RANDY TRAVIS
CompensationExplanation/Compensation/PersonName	7	SHERYL STODDARD
CompensationExplanation/Compensation/PersonName	8	ROGER BLAKE
CompensationExplanation/Compensation/PersonName	9	RON JUSTICE
CompensationExplanation/Compensation/PersonName	10	MARY GESKEY
CompensationExplanation/Compensation/PersonName	11	PENNY COYNE
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	128460
IRS990EZ/CashSavingsAndInvestments/EOY	0	47838
IRS990EZ/ContributionsGiftsGrantsEtc	0	21397
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-80622
IRS990EZ/FeesAndOthPymtToIndContractors	0	1100
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	19930
IRS990EZ/GrossReceipts	0	42817
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InvestmentIncome	0	68
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	128460
IRS990EZ/NetAssetsOrFundBalancesBOY	0	128460
IRS990EZ/NetAssetsOrFundBalances/EOY	0	47838
IRS990EZ/NetAssetsOrFundBalancesEOY	0	47838
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	LARRY GALLAGHER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	MARY JOE ISRAEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	SUE MCALPINE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	DENNIS MCDAVID
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	MITCHELL MOSES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	PAUL ELLISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	RANDY TRAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	SHERYL STODDARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	ROGER BLAKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	RON JUSTICE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	MARY GESKEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	PENNY COYNE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	DIRECTOR
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	113006
IRS990EZ/OtherRevenueTotal	0	1422
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	PROVIDE FUNDING RESOURCES FOR THE ACADEMICS, ARTS, AND ATHLETICS THROUGH SPECIAL PROJECTS AND MINI-GRANT AWARDS IN THE BERKLEY SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostage	0	2878
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TO HELP MAINTAIN AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN THE BERKLEY SCHOOL DISTRICT.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	116984
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	6455
IRS990EZ/SpecialEventsNetIncomeLoss	0	13475
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	MI
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	14700 W LINCOLN
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	OAK PARK
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	48237
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	LAWRENCE GALLAGHER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2488378018
IRS990EZ/TotalAssets/BOY	0	128460
IRS990EZ/TotalAssets/EOY	0	47838
IRS990EZ/TotalExpenses	0	116984
IRS990EZ/TotalProgramServiceExpenses	0	116984
IRS990EZ/TotalRevenue	0	36362
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.BERKLEYSCHOOLS.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	21397
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	24806
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	34640
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	13711
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	56779
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	151333
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	68
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	97
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	265
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	118
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	548
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc	0	1422
IRS990ScheduleA/NetUBI/CurrentTaxYear	0	12475
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus1Year	0	8461
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus2Years	0	4886
IRS990ScheduleA/NetUBI/CurrentTaxYearMinus3Years	0	9206
IRS990ScheduleA/NetUBI/Total	0	35028
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.80970
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.89240
IRS990ScheduleA/PublicSupportTotal170	0	151333
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	21397
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	24806
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	34640
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	13711
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	56779
IRS990ScheduleA/Total170/Total	0	151333
IRS990ScheduleA/TotalSupport	0	186909
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	6455
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	19930
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	19930
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	19930
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	19930
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	OFF TO THE RACE
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	13475
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	6455
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	6455
IRS990ScheduleO/GeneralExplanation/Explanation	0	MISCELLANEOUS 1,422 TOTAL 1,422
IRS990ScheduleO/GeneralExplanation/Explanation	1	EXPENSES ADVERTISING 749 IPADS FOR TEACHERS 110,069 MISC 1,336 BANK FEES 852 TOTAL 113,006
IRS990ScheduleO/GeneralExplanation/Explanation	2	PROVIDE FUNDING RESOURCES FOR THE ACADEMICS, ARTS, AND ATHLETICS THROUGH SPECIAL PROJECTS AND MINI-GRANT AWARDS IN THE BERKLEY SCHOOL DISTRICT.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	383545489
ReturnHeader/Filer/Name/BusinessNameLine1	0	BERKLEY SCHOOL DISTRICT
ReturnHeader/Filer/Name/BusinessNameLine2	0	FOUNDATION
ReturnHeader/Filer/NameControl	0	BERK
ReturnHeader/Filer/Phone	0	2488378018
ReturnHeader/Filer/USAddress/AddressLine1	0	14700 W LINCOLN
ReturnHeader/Filer/USAddress/City	0	OAK PARK
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	48237
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-12-02
ReturnHeader/Officer/Name	0	LAWRENCE L GALLAGHER
ReturnHeader/Officer/Phone	0	2488378018
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2013-12-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	YEO & YEO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 3275
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAGINAW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	48605
ReturnHeader/Preparer/Name	0	BRIAN R DIXON
ReturnHeader/Preparer/Phone	0	9897939830
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-09T10:29:24-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $47,838
Liabilities: $0
Net assets: $47,838
Revenue: $36,362
Expenses: $116,984
Net income: -$80,622

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.72	$0.73	$2.99	$1.33	$1.28	$0.05
2024Detailed filing. Detailed filing data is available for this year.	$3.71	$0.77	$2.94	$0.64	$0.57	$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.30	$0.44	$2.86	$1.32	$1.25	$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.14	$0.35	$2.79	$0.76	$0.63	$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.81	$0.14	$2.66	$0.64	$0.49	$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.59	$0.07	$2.51	$1.08	$0.58	$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.16	$0.15	$2.01	$1.19	$0.88	$0.32
2018Detailed filing. Detailed filing data is available for this year.	$2.29	$0.59	$1.70	$0.98	$0.73	$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.94	$0.41	$0.53
2016Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.83	$0.45	$0.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.72	$0.00	$0.72	$0.59	$0.34	$0.25
2014Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.40	$0.41	$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.48	$0.00	$0.48	$0.36	$1.17	$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.28		$1.28	$0.33	$0.19	$0.14
2011Summary only. Only limited summary data is available for this year.	$1.15	$0.00		$0.40	$0.15	$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.89		$0.89	$0.30	$0.13	$0.18