Civic Intelligence

Berkeley High School Development Group

990 • Fiscal year 2023 • EIN 94-3173406

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilebshdg.org
PO Box 519Berkeley, CA 94707

(510) 593-8893

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$620,009

Down $136,545 (-18%) from 2022

Net Assets

Down

$620,000

Down $130,815 (-17%) from 2022

Liabilities

Down

$9

Down $5,730 (-100%) from 2022

Revenue And Expenses

Revenue

Up

$544,152

Up $66,199 (+14%) from 2022

Expenses

Up

$674,967

Up $299,525 (+80%) from 2022

Net Income

Down

-$130,815

Down $233,326 (-228%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $429,248Liabilities 2011: $0Net Assets 2011: $429,2482011Assets 2012: $576,935Liabilities 2012: $0Net Assets 2012: $576,9352012Assets 2013: $612,247Liabilities 2013: $0Net Assets 2013: $612,2472013Assets 2014: $662,324Liabilities 2014: $0Net Assets 2014: $662,3242014Assets 2015: $679,700Liabilities 2015: $2,558Net Assets 2015: $677,1422015Assets 2016: $580,357Liabilities 2016: $0Net Assets 2016: $580,3572016Assets 2017: $420,629Liabilities 2017: $9,269Net Assets 2017: $411,3602017Assets 2018: $418,959Liabilities 2018: $6,517Net Assets 2018: $412,4422018Assets 2019: $389,132Liabilities 2019: $6,136Net Assets 2019: $382,9962019Assets 2020: $574,827Liabilities 2020: $139Net Assets 2020: $574,6882020Assets 2021: $648,304Liabilities 2021: $0Net Assets 2021: $648,3042021Assets 2022: $756,554Liabilities 2022: $5,739Net Assets 2022: $750,8152022Assets 2023: $620,009Liabilities 2023: $9Net Assets 2023: $620,0002023Assets 2024: $541,857Liabilities 2024: $2,546Net Assets 2024: $539,3112024

Highlighted filing

2023

Assets$620,009
Liabilities$9
Net Assets$620,000
Open 2023 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $403,458Expenses 2011: $355,316Net Income 2011: $48,1422011Revenue 2012: $605,588Expenses 2012: $457,901Net Income 2012: $147,6872012Revenue 2013: $488,857Expenses 2013: $453,545Net Income 2013: $35,3122013Revenue 2014: $509,215Expenses 2014: $459,138Net Income 2014: $50,0772014Revenue 2015: $518,082Expenses 2015: $503,264Net Income 2015: $14,8182015Revenue 2016: $464,086Expenses 2016: $560,871Net Income 2016: -$96,7852016Revenue 2017: $481,400Expenses 2017: $650,397Net Income 2017: -$168,9972017Revenue 2018: $533,679Expenses 2018: $532,597Net Income 2018: $1,0822018Revenue 2019: $603,705Expenses 2019: $633,151Net Income 2019: -$29,4462019Revenue 2020: $581,058Expenses 2020: $389,366Net Income 2020: $191,6922020Revenue 2021: $386,522Expenses 2021: $312,906Net Income 2021: $73,6162021Revenue 2022: $477,953Expenses 2022: $375,442Net Income 2022: $102,5112022Revenue 2023: $544,152Expenses 2023: $674,967Net Income 2023: -$130,8152023Revenue 2024: $529,183Expenses 2024: $607,551Net Income 2024: -$78,3682024

Highlighted filing

2023

Revenue$544,152
Expenses$674,967
Net Income-$130,815
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$550,474
Mission and Program Overview

Mission

The BHSDG's primary exempt purpose is to support and augment the educational programs and student services of Berkeley High School, including Berkeley Technology Academy and Berkeley Independent Study (in discussion below, these are referred to collectively as "BHS"). These schools have a combined enrollment of approximately 3500 students. The BHSDG accomplishes its exempt purpose through two programs: making and administering grants to fund purchase and programs at BHS and administering funds, which are donations for specific learning communities, small schools, departments and programs at BHS (described in Program Service Accomplishments below).

To raise and distribute funds to enhance the educational experience of all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$519,658$374,741▼ $144,917
Investments in Publicly Traded Securities-$245,268-
Savings and Temporary Cash Investments$236,896$0▼ $236,896
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$756,554$620,009▼ $136,545
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,739$9▼ $5,730
Total Liabilities$5,739$9▼ $5,730
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$602,139$428,769▼ $173,370
Net Assets With Donor Restrictions$148,676$191,231▲ $42,555
Total Net Assets Fund Balance$750,815$620,000▼ $130,815
Total Liabilities and Net Assets / Fund Balance$756,554$620,009▼ $136,545
Compensation and Service Providers

Board Members and Trustees

NameTitle
Emily NathanCo-President
Jennifer MorganCo-President
Lissa FranklinVice President
Amy CallowayDirector
Anjani ChokkalingamDirector
Bethany JohnsDirector
Ellen FungDirector
Erin BranaganDirector
Jay MigliaccioDirector
Jen WernerDirector
Jonathan SchwartzDirector
Julie ObbardDirector
Kipling RoweDirector
Kira Rao-PoollaDirector
Negar Eghtassadi-ReedDirector
Pam WilderDirector
Sloane MorganDirector
Tamara PattisonDirector
Rachel SingSecretary
Alicia IvancovichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$539,727
Program Service Revenue
$0
Investment Income
$8,372
Other Revenue
$-3,947
All Other Contributions
$518,227
Change in Net Assets
$-130,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$417,121
Grants and Similar Amounts Paid$257,846
Total Fundraising Expense$10,995
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$191,580$14,945-$206,525
Grants to Domestic Orgs$162,814--$162,814
Travel$142,941--$142,941
Grants to Domestic Individuals$95,032--$95,032
Fees for Services Other$18,016-$4,335$22,351
Information Technology$13,142-$2,730$15,872
Fees for Services Accounting-$10,046-$10,046
Insurance-$2,119-$2,119
Advertising--$1,158$1,158
Other Expenses$1,056$98$2,772$98
Total Functional Expenses$636,487$27,485$10,995$674,967
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Berkeley Unified School DistrBerkeley, CAGovernmentEnrichment, Intervention, & Pro Dev$115,163
Berkeley Public Schools FundBerkeley, CAGovernmentEnrichment, Intervention, & Pro Dev$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$6,322
Fundraising Gross Income$2,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BHSDG Spring Community Fun-draiser$23,875$2,375$68$2,307
Total Events$23,875$2,375$6,322$-3,947
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
No
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, Section B, Line 11B

“The Form 990 is shared at a monthly board meeting and posted in organization's drive for all board members to review.”

Form 990, Part VI, Section B, Line 12C

“Board members are reminded to abstain from voting on grants or policies if there is a conflict of interest.”

Form 990, Part VI, Section B, Line 15B

“The board reviewed and approved rate for only employee (part-time bookkeeper) at board meeting.”

Form 990, Part VI, Section C, Line 19

“On website and available upon written or verbal request.”

Filing and Contact Details

Filer

Filer Name
Berkeley High School Development Group
EIN
94-3173406
Phone
5105938893
Address
PO Box 519, Berkeley, CA 94707

Signing Officer

Name
Jennifer Morgan
Title
Co-President
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Morgan
Formed
1991
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
20

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Felix Gorrindo
Phone
5108352727
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/MissionDesc0To enhance the educational experience of all students at Berkeley High School, Berkeley Independent Studies (9-12) and Berkeley Technology Academy.
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IRS990/OtherExpensesGrp/ProgramServicesAmt12494
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IRS990/PrincipalOfficerNm0Jennifer Morgan
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0385545
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0490191
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07518

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,009
Liabilities
$9
Net assets
$620,000
Revenue
$544,152
Expenses
$674,967
Net income
-$130,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.03$5.39$5.29$6.08$0.78
2023Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$5.44$6.75$1.31
2022Detailed filing. Detailed filing data is available for this year.$7.57$0.06$7.51$4.78$3.75$1.03
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$3.87$3.13$0.74
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$5.81$3.89$1.92
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.06$3.83$6.04$6.33$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.07$4.12$5.34$5.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.21$0.09$4.11$4.81$6.50$1.69
2016Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$4.64$5.61$0.97
2015Detailed filing. Detailed filing data is available for this year.$6.80$0.03$6.77$5.18$5.03$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$5.09$4.59$0.50
2013Summary only. Only limited summary data is available for this year.$6.12$0.00$6.12$4.89$4.54$0.35
2012Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$6.06$4.58$1.48
2011Summary only. Only limited summary data is available for this year.$4.29$0.00$4.29$4.03$3.55$0.48