Form 990, Part VI, Line 11B: Form 990 Review Process
“Board Review”
990 • Fiscal year 2018 • EIN 94-2918219
Scores are not available for this record yet.
Assets
Flat$825,024
Flat from 2018
Net Assets
Flat$661,929
Flat from 2018
Liabilities
Flat$163,095
Flat from 2018
Revenue
Flat$942,129
Flat from 2018
Expenses
Flat$935,587
Flat from 2018
Net Income
Flat$6,542
Flat from 2018
To inspire and empower an extraordinary public education for every child: the Schools Fund contributes to a high quality public education for students in Berkeley's Pre K-12TH grade public schools through direct grants, volunteers and community partnerships.
To improve the education of students in all Berkeley's Pre K-12TH grade public schools through direct grants and community partnerships.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $779,459 | $766,861 | ▼ $12,598 |
| Accounts Receivable | $17,179 | $52,767 | ▲ $35,588 |
| Land, Buildings, and Equipment, Net | $6,322 | $4,499 | ▼ $1,823 |
| Prepaid Expenses and Deferred Charges | $1,075 | $897 | ▼ $178 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $804,035 | $825,024 | ▲ $20,989 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $148,648 | $163,095 | ▲ $14,447 |
| Total Liabilities | $148,648 | $163,095 | ▲ $14,447 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $331,333 | $403,294 | ▲ $71,961 |
| Temporarily Rstr Net Assets | $324,054 | $258,635 | ▼ $65,419 |
| Total Net Assets Fund Balance | $655,387 | $661,929 | ▲ $6,542 |
| Total Liabilities and Net Assets / Fund Balance | $804,035 | $825,024 | ▲ $20,989 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $4,499 | $6,512 | $11,011 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Erin Rhoades | Executive Director | PT | $75,276 | $75,276 |
| Name | Title |
|---|---|
| Abigail Smith | Board Chair |
| Allan C Miller | Co-Chair BSV |
| Marisita Jarvis | Co-Chair Grants |
| Tracy Hollander | Secty&Chair-Gov |
| Joshua Miller | Treas.Chair-Fin |
| Locke Schultz Jaeger | Vice Chair Dev |
| Mary Friedman | Vice-Chair Grnt |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 1 | $41,783 | Fair Market Value (FMV) and thrift shop |
| Total Noncash Contributions | 1 | $41,783 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $634,771 |
| Salaries, Compensation, and Employee Benefits | $246,810 |
| Total Fundraising Expense | $81,211 |
| Other Expenses | $54,006 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $634,771 | - | - | $634,771 |
| Other Salaries and Wages | $79,984 | $26,661 | $26,661 | $133,306 |
| Current Officers, Directors, Trustees, and Key Employees | $45,166 | $15,055 | $15,055 | $75,276 |
| Other Employee Benefits | $12,635 | $4,211 | $4,211 | $21,057 |
| Payroll Taxes | $10,302 | $3,435 | $3,434 | $17,171 |
| Office Expenses | $2,744 | $1,221 | $2,997 | $6,962 |
| Information Technology | $2,691 | $1,284 | $1,803 | $5,778 |
| Insurance | $3,322 | $1,108 | $1,107 | $5,537 |
| Depreciation Depletion | $1,093 | $365 | $365 | $1,823 |
| Conferences and Meetings | $311 | $1,046 | $279 | $1,636 |
| Fees for Services Accounting | - | $1,358 | - | $1,358 |
| All Other Expenses | $557 | $247 | $480 | $1,284 |
| Other Expenses | $905 | $4 | $331 | $1,240 |
| Travel | $22 | $110 | $7 | $139 |
| Total Functional Expenses | $795,383 | $58,993 | $81,211 | $935,587 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Berkeley Unified School Dist | Berkeley, CA | - | Support for teachers and students | $500,218 |
| Community Resources for Scien | Berkeley, CA | - | Science pgms for elem. students | $24,000 |
| Berkeley Symphony | Berkeley, CA | - | Music pgms for students | $20,175 |
| Berkeley Repertory Theatre | Berkeley, CA | - | Theater pgm for elementary students | $11,610 |
| Community Alliance for Learng | Albany, CA | - | Writing Support for students | $10,000 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $21,592 |
| Fundraising Gross Income | $17,960 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Spring Luncheon | $274,747 | $17,960 | $819 | $17,141 |
| Total Events | $274,747 | $17,960 | $21,592 | $-3,632 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“Board Review”
“Board Review”
“Executive Committee”
“Executive Committee”
“Upon Request”
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/Desc | 0 | The Berkeley Public Schools Funds largest program expenditure is for Board directed grants to support classroom teaching and student learning in Berkeleys 19 public schools, serving over 9,500 students. The Fund awards grants for over 400 projects and activities providing academic support and enrichment. Grants support equipment and supply purchases for all subjects and disciplines; field trips to cultural scientific, environmental and natural history venues; visiting artists or other specialists; book and curriculum purchases; gardening, cooking and nutrition programs; special grants to outside organizations providing support and enrichment in Berkeleys schools; funding for science professional development for K-5 teachers; and funding for the local symphony to teach and perform for K-5 students. By subject, the largest areas of funding are for arts enrichment and math and science. |
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| IRS990/OtherExpensesGrp/TotalAmt | 0 | 17567 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5952 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4730 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1240 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 561000 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Admin Fees |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6207 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 6207 |
| IRS990/OtherRevenueTotalAmt | 0 | 6207 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 26661 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 26661 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 79984 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 133306 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 3434 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3435 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 10302 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 17171 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1075 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 897 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Fingerprinting Service |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 1500 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1500 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | The Schools Fund provides fiscal sponsorship services including management, administrative and advisory services for special funds established by individuals or businesses and held by the Schools Fund to be used for specific programs. Funds support large projects, such as a partnership with Bayer Healthcare for K-8 Science education; student scholarships, community-sponsored school projects and capital campaigns. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 220543 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 73014 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 155124 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | The Berkeley Public Schools Fund manages Berkeley Schools Volunteers, the largest volunteer program in the Berkeley schools. The program recruits, trains and places approximately 500 community members each year in classrooms, libraries, gardens, playgrounds and afterschool programs to support teachers, staff and students. The program works closely with community groups, individual citizens and active student groups on the UC campus, including coordinating class credit for teachers in training. The Schools Fund is responsible for fingerprinting volunteers. Revenue from these services is listed above. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 62562 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 1500 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 925272 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 628070 |
| IRS990/PYInvestmentIncomeAmt | 0 | 563 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 57390 |
| IRS990/PYOtherRevenueAmt | 0 | 6671 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2400 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 23887 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 225559 |
| IRS990/PYTotalExpensesAmt | 0 | 911019 |
| IRS990/PYTotalRevenueAmt | 0 | 934906 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6542 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 10690 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 779459 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 766861 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 951569 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 942392 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 883902 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 956943 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 794425 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 4529231 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 4444 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 563 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1748 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2181 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2352 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 11288 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 4444 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 563 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1748 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2181 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 2352 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 11288 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00240 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00220 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 7707 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 11472 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13742 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 68524 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 77100 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 178545 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.95980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.95840 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 4529231 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 951569 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 942392 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 883902 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 956943 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 794425 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 4529231 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 963720 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 954427 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 899392 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1027648 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 873877 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 4719064 |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 4499 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 6512 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 11011 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 4499 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 256787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 256787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21592 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Spring Luncheon |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 9673 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 9673 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.