Civic Intelligence

Berkeley Holiday Fund

990EZ • Fiscal year 2013 • EIN 94-6083516

Aug 01, 2012 to Jul 31, 2013 • Filed on Dec 12, 2013

Organization ProfileBERKELEYHOLIDAYFUND.ORG
PO Box 977994709
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$76,888

Up $10,395 (+16%) from 2012

Net Assets

$76,888

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$68,262

Up $14,056 (+26%) from 2012

Expenses

Up

$58,157

Up $13,552 (+30%) from 2012

Net Income

Up

$10,105

Up $504 (+5.2%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2011: $56,892Liabilities 2011: $0Net Assets 2011: $56,8922011Assets 2012: $66,493Liabilities 2012: $02012Assets 2013: $76,888Net Assets 2013: $76,8882013Assets 2014: $86,337Liabilities 2014: $02014Assets 2015: $85,792Liabilities 2015: $02015Assets 2016: $79,565Liabilities 2016: $02016Assets 2017: $80,806Liabilities 2017: $0Net Assets 2017: $80,8062017Assets 2018: $80,468Liabilities 2018: $0Net Assets 2018: $80,4682018Assets 2019: $101,840Liabilities 2019: $0Net Assets 2019: $101,8402019Assets 2020: $108,976Liabilities 2020: $0Net Assets 2020: $108,9762020Assets 2021: $130,446Liabilities 2021: $02021Assets 2022: $154,598Liabilities 2022: $0Net Assets 2022: $154,5982022Assets 2024: $138,845Liabilities 2024: $0Net Assets 2024: $138,8452024Assets 2025: $153,610Liabilities 2025: $0Net Assets 2025: $153,6102025

Highlighted filing

2013

Assets$76,888
Liabilities-
Net Assets$76,888
Open 2013 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $49,679Expenses 2011: $46,627Net Income 2011: $3,0522011Revenue 2012: $54,206Expenses 2012: $44,605Net Income 2012: $9,6012012Revenue 2013: $68,262Expenses 2013: $58,157Net Income 2013: $10,1052013Revenue 2014: $75,186Expenses 2014: $66,012Net Income 2014: $9,1742014Revenue 2015: $75,776Expenses 2015: $76,321Net Income 2015: -$5452015Revenue 2016: $75,925Expenses 2016: $82,152Net Income 2016: -$6,2272016Revenue 2017: $77,209Expenses 2017: $76,018Net Income 2017: $1,1912017Revenue 2018: $77,349Expenses 2018: $77,687Net Income 2018: -$3382018Revenue 2019: $99,338Expenses 2019: $77,966Net Income 2019: $21,3722019Revenue 2020: $117,800Expenses 2020: $110,664Net Income 2020: $7,1362020Revenue 2021: $153,720Expenses 2021: $131,156Net Income 2021: $22,5642021Revenue 2022: $167,998Expenses 2022: $143,846Net Income 2022: $24,1522022Revenue 2024: $150,378Expenses 2024: $146,764Net Income 2024: $3,6142024Revenue 2025: $167,738Expenses 2025: $152,973Net Income 2025: $14,7652025

Highlighted filing

2013

Revenue$68,262
Expenses$58,157
Net Income$10,105
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Dec 12, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

The berkeley holiday fund assists individuals who are residents of berkeley, california have a happier winter holiday. Recipients are referrred to the fund by 30 social service organizations located in the city of berkeley, california.

Filing and Contact Details

Filer

EIN
94-6083516
Raw XML Appendix169 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/PersonName0ANDREW WILLIAMS
CompensationExplanation/Compensation/PersonName1VIRGINIA MEYER
CompensationExplanation/Compensation/PersonName2JUDITH L BLOOM
CompensationExplanation/Compensation/PersonName3LINDA WILLIAMS
CompensationExplanation/Compensation/PersonName4SCHUYLER BAILEY
CompensationExplanation/Compensation/PersonName5JANICE KELLEY
CompensationExplanation/Compensation/PersonName6RAY LESPERANCE
CompensationExplanation/Compensation/PersonName7JILL LESPERANCE
CompensationExplanation/Compensation/PersonName8JO BRADLEY
CompensationExplanation/Compensation/PersonName9ROBERT DIXON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY066783
IRS990EZ/CashSavingsAndInvestments/EOY076888
IRS990EZ/ContributionsGiftsGrantsEtc068257
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear010105
IRS990EZ/FeesAndOthPymtToIndContractors0590
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts068262
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome05
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY066783
IRS990EZ/NetAssetsOrFundBalancesBOY066783
IRS990EZ/NetAssetsOrFundBalances/EOY076888
IRS990EZ/NetAssetsOrFundBalancesEOY076888
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition6000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition7000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition8000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition9000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ANDREW WILLIAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1VIRGINIA MEYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JUDITH L BLOOM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LINDA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SCHUYLER BAILEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JANICE KELLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6RAY L'ESPERANCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JILL L'ESPERANCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8JO BRADLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9ROBERT DIXON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CO CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3CO CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal051187
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ASSIST INDIVIDUALS WHO ARE RESIDENTS OF BERKELEY, CALIFORNIA TO HAVE A HAPPIER WINTER HOLIDAY. RECEIPENTS ARE REFERRED TO THE FUND.+
IRS990EZ/PrintingPublicationsPostage06380
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CASH GRANTS AT DECEMBER HOLIDAYS TO INDIVIUALS UPON RECOMMENDATION OF VARIOUS PUBLIC WELFARE AGENCIES WITHIN THE CITY OF BERKELEY, CALIFORNIA. FOR THIS FISCAL PERIOD, THE ORGANIZATION DISTIBUTED APPROXITMATELY 890 CHECKS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1EMERGENCY CASH GRANTS PAID TO INDIVIUALS UPON RECOMMENDATION OF VARIOUS PUBLIC WELFARE AGENCIES WITHIN THE CITY OF BERKELEY, CALIFORNIA.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses050260
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses1927
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10POST OFFICE BOX 9779
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BERKELEY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0947090779
IRS990EZ/TheBooksAreInCareOf/NamePerson0JUDITH L BLOOM TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05107988512
IRS990EZ/TotalAssets/BOY066783
IRS990EZ/TotalAssets/EOY076888
IRS990EZ/TotalExpenses058157
IRS990EZ/TotalProgramServiceExpenses051187
IRS990EZ/TotalRevenue068262
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0BERKELEYHOLIDAYFUND.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear068257
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year054203
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years049675
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years044733
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years045020
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0261888
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year03
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years04
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0418
IRS990ScheduleA/GrossInvestmentIncome170/Total0433
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc05
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.99830
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99500
IRS990ScheduleA/PublicSupportTotal1700261888
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear068257
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year054203
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years049675
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years044733
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years045020
IRS990ScheduleA/Total170/Total0261888
IRS990ScheduleA/TotalSupport0262321
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES HOLIDAY DISRIBUTIONS 50,260 EMERGENCY DISRIBUTIONS 927 TOTAL 51,187
IRS990ScheduleO/GeneralExplanation/Explanation1ASSIST INDIVIDUALS WHO ARE RESIDENTS OF BERKELEY, CALIFORNIA TO HAVE A HAPPIER WINTER HOLIDAY. RECEIPENTS ARE REFERRED TO THE FUND.+
IRS990ScheduleO/GeneralExplanation/Explanation2CASH GRANTS AT DECEMBER HOLIDAYS TO INDIVIUALS UPON RECOMMENDATION OF VARIOUS PUBLIC WELFARE AGENCIES WITHIN THE CITY OF BERKELEY, CALIFORNIA. FOR THIS FISCAL PERIOD, THE ORGANIZATION DISTIBUTED APPROXITMATELY 890 CHECKS
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0946083516
ReturnHeader/Filer/Name/BusinessNameLine10BERKELEY HOLIDAY FUND
ReturnHeader/Filer/NameControl0BERK
ReturnHeader/Filer/Phone05107988512
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 9779
ReturnHeader/Filer/USAddress/City0BERKELEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094709
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-12-12
ReturnHeader/Officer/Name0JUDITH L BLOOM
ReturnHeader/Officer/Phone05107988512
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-12T17:09:11-06:00

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
$76,888
Liabilities
-
Net assets
$76,888
Revenue
$68,262
Expenses
$58,157
Net income
$10,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.68$1.53$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$1.50$1.47$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.68$1.44$0.24
2021Summary only. Only limited summary data is available for this year.$1.30$0.00$1.54$1.31$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.18$1.11$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.99$0.78$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.77$0.78$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.77$0.76$0.01
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.76$0.82$0.06
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.76$0.76$0.01
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.75$0.66$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$0.68$0.58$0.10
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.54$0.45$0.10
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.50$0.47$0.03