Civic Intelligence

Berkeley Public Schools Fund

990 • Fiscal year 2020 • EIN 94-2918219

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization Profilewww.berkeleypublicschoolsfund.org

View Organization Page

PO Box 2066Berkeley, CA 94702

(510) 644-6244

Siviq Scores

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

Liabilities / Assets

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.08x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$82,182

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

57%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,427,215

Up $516,715 (+57%) from 2019

Net Assets

Up

$1,283,426

Up $466,965 (+57%) from 2019

Liabilities

Up

$143,789

Up $49,750 (+53%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin78th percentile

Revenue

Up

$1,856,645

Up $678,223 (+58%) from 2019

Expenses

Up

$1,389,680

Up $366,040 (+36%) from 2019

Net Income

Up

$466,965

Up $312,183 (+202%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $673,281Liabilities 2011: $48,724Net Assets 2011: $624,5572011Assets 2012: $783,011Liabilities 2012: $50,796Net Assets 2012: $732,2152012Assets 2013: $830,176Liabilities 2013: $60,176Net Assets 2013: $770,0032013Assets 2014: $760,988Liabilities 2014: $44,810Net Assets 2014: $716,1782014Assets 2015: $839,514Liabilities 2015: $68,221Net Assets 2015: $771,2932015Assets 2016: $650,011Liabilities 2016: $18,511Net Assets 2016: $631,5002016Assets 2017: $804,035Liabilities 2017: $148,648Net Assets 2017: $655,3872017Assets 2018: $825,024Liabilities 2018: $163,095Net Assets 2018: $661,9292018Assets 2019: $910,500Liabilities 2019: $94,039Net Assets 2019: $816,4612019Assets 2020: $1,427,215Liabilities 2020: $143,789Net Assets 2020: $1,283,4262020Assets 2021: $1,561,386Liabilities 2021: $95,075Net Assets 2021: $1,466,3112021Assets 2022: $1,339,120Liabilities 2022: $115,523Net Assets 2022: $1,223,5972022Assets 2023: $1,882,263Liabilities 2023: $577,388Net Assets 2023: $1,304,8752023

Highlighted filing

2020

Assets$1,427,215
Liabilities$143,789
Net Assets$1,283,426
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $856,128Expenses 2011: $820,446Net Income 2011: $35,6822011Revenue 2012: $836,240Expenses 2012: $728,582Net Income 2012: $107,6582012Revenue 2013: $826,565Expenses 2013: $788,594Net Income 2013: $37,9712013Revenue 2014: $873,558Expenses 2014: $927,140Net Income 2014: -$53,5822014Revenue 2015: $1,027,650Expenses 2015: $972,535Net Income 2015: $55,1152015Revenue 2016: $879,785Expenses 2016: $1,019,578Net Income 2016: -$139,7932016Revenue 2017: $934,906Expenses 2017: $911,019Net Income 2017: $23,8872017Revenue 2018: $942,129Expenses 2018: $935,587Net Income 2018: $6,5422018Revenue 2019: $1,178,422Expenses 2019: $1,023,640Net Income 2019: $154,7822019Revenue 2020: $1,856,645Expenses 2020: $1,389,680Net Income 2020: $466,9652020Revenue 2021: $2,232,812Expenses 2021: $2,049,927Net Income 2021: $182,8852021Revenue 2022: $1,642,630Expenses 2022: $1,885,344Net Income 2022: -$242,7142022Revenue 2023: $2,819,521Expenses 2023: $2,468,324Net Income 2023: $351,1972023

Highlighted filing

2020

Revenue$1,856,645
Expenses$1,389,680
Net Income$466,965
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.0
Gross Receipts
$1,865,356
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$900,104$1,397,390▲ $497,286
Prepaid Expenses and Deferred Charges$628$20,131▲ $19,503
Accounts Receivable$7,091$7,863▲ $772
Land, Buildings, and Equipment, Net$2,677$1,831▼ $846
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$910,500$1,427,215▲ $516,715
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$16,107$92,892▲ $76,785
Grants Payable$77,931$50,897▼ $27,034
Other Liabilities$1--
Total Liabilities$94,039$143,789▲ $49,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,000$799,027▲ $549,027
Net Assets With Donor Restrictions$566,461$484,399▼ $82,062
Total Net Assets Fund Balance$816,461$1,283,426▲ $466,965
Total Liabilities and Net Assets / Fund Balance$910,500$1,427,215▲ $516,715

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,831$9,180$11,011
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin RhoadesExecutive DirectorPT$82,182$82,182

Board Members and Trustees

NameTitle
Joshua MillerBoard Chair
Madan KumarCo-Chair Pgm
Maya GlennSecty&Chair-Gov
Oscar LunaTreas.Chair-Fin
Locke Schultz JaegerVice Chair Dev
Mary FriedmanVice-Chair Pgm
Anna BellomoDirector
Christopher HudsonDirector
John CanerDirector
Josh DanielsDirector
Marisita JarvisDirector
Marsha WeintraubDirector
Robert LutzkerDirector
Ruben LizardoDirector
Yasi Nouri MassihDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,831,561
Program Service Revenue
$4,200
Investment Income
$4,758
Other Revenue
$16,126
All Other Contributions
$1,577,057
Change in Net Assets
$466,965

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$57,064Fair Market Value (FMV) and thrift shop
Other Non Cash Contri Table1$27,000Fair Market Value (FMV)
Securities Publicly Traded8$19,922-
Total Noncash Contributions10$103,986-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$948,816
Salaries, Compensation, and Employee Benefits$385,169
Total Fundraising Expense$111,753
Other Expenses$55,695
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$811,195--$811,195
Other Salaries and Wages$168,101$24,315$65,555$257,971
Grants to Domestic Individuals$137,621--$137,621
Current Officers, Directors, Trustees, and Key Employees$49,310$16,436$16,436$82,182
Payroll Taxes$18,667$3,761$3,761$26,189
Other Employee Benefits$14,567$2,130$2,130$18,827
Office Expenses$6,598$2,985$3,760$13,343
Information Technology$5,032$1,927$2,072$9,031
Insurance$3,335$1,112$1,112$5,559
Conferences and Meetings$1,313$2,593$549$4,455
Fees for Services Accounting-$1,260-$1,260
All Other Expenses$717$174$132$1,023
Depreciation Depletion$507$169$169$845
Other Expenses$287$96$96$479
Travel$26$16$9$51
Total Functional Expenses$1,217,498$60,429$111,753$1,389,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Berkeley Unified School DistBerkeley, CA-Support for teachers and students$562,939
Community Resources for ScienBerkeley, CA-Science pgms for elementar students$30,500
Community Alliance for LearngAlbany, CA-Writing Support for students$27,000
Berkeley SymphonyBerkeley, CA-Music pgms for students$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,711
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Luncheon$254,223-$2,846-
Total Events$254,223-$8,711$-8,711
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Part VI, Line 11B: Form 990 Review Process

“Board Review”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board Review”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board Review”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board Review”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Berkeley Public Schools Fund
EIN
94-2918219
Phone
5106446244
Address
PO Box 2066, Berkeley, CA 94702

Signing Officer

Name
Joshua Miller
Title
Board Chair
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
6

Preparer

Firm
Laurel J Sullivan CPA Inc
Address
1826 Clement Ave Ste 201, Alameda, CA 94501
Preparer
Laurel J Sullivan CPA
Phone
5105009555
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secty&Chair-Gov
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice-Chair Pgm
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chair Dev
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IRS990/MissionDesc0To 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.
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IRS990/OtherExpensesGrp/FundraisingAmt15208
IRS990/OtherExpensesGrp/FundraisingAmt296
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0267
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt296
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IRS990/OtherExpensesGrp/ProgramServicesAmt1201
IRS990/OtherExpensesGrp/ProgramServicesAmt2287
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IRS990/OtherExpensesGrp/TotalAmt15496
IRS990/OtherExpensesGrp/TotalAmt23389
IRS990/OtherExpensesGrp/TotalAmt3479
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024315
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03761
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020131
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IRS990/ProgramServiceRevenueGrp/Desc0Fingerprinting Service
IRS990/ProgramServiceRevenueGrp/ExclusionAmt04200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04200
IRS990/ProgSrvcAccomActy2Grp/Desc0The 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/ExpenseAmt0351959
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0272123
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0575245
IRS990/ProgSrvcAccomActy3Grp/Desc0The Berkeley Public Schools Fund manages Berkeley Schools Volunteers, the largest volunteer program in the Berkeley schools. The program recruits, trains and places several hundred community members each year in classrooms, libraries, gardens, playgrounds and afterschool programs to support teachers, staff and students. During the pandemic, the volunteer program more than tripled in size, engaging community members in a range of services including tech support, food delivery, translation and mentoring. This expanded role of Berkeley Schools Volunteers will continue after the pandemic. The Schools Fund is responsible for fingerprinting volunteers. Revenue from these services is listed above.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04200
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,427,215
Liabilities
$143,789
Net assets
$1,283,426
Revenue
$1,856,645
Expenses
$1,389,680
Net income
$466,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.88$0.58$1.30$2.82$2.47$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.12$1.22$1.64$1.89$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.10$1.47$2.23$2.05$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.14$1.28$1.86$1.39$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.09$0.82$1.18$1.02$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.16$0.66$0.94$0.94$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.15$0.66$0.93$0.91$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.88$1.02$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.07$0.77$1.03$0.97$0.06
2014Summary only. Only limited summary data is available for this year.$0.76$0.04$0.72$0.87$0.93$0.05
2013Summary only. Only limited summary data is available for this year.$0.83$0.06$0.77$0.83$0.79$0.04
2012Summary only. Only limited summary data is available for this year.$0.78$0.05$0.73$0.84$0.73$0.11
2011Summary only. Only limited summary data is available for this year.$0.67$0.05$0.62$0.86$0.82$0.04