Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Berkeley Holiday Fund
990EZ • Fiscal year 2024 • EIN 94-6083516
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
48th percentile
Higher net margin than 48% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Balance Sheet
Assets
Down$138,845
Down $15,753 (-10%) from 2022
Net Assets
Down$138,845
Down $15,753 (-10%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Down$150,378
Down $17,620 (-10%) from 2022
Expenses
Up$146,764
Up $2,918 (+2.0%) from 2022
Net Income
Down$3,614
Down $20,538 (-85%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2023 to Jul 31, 2024
- Signed
- Dec 12, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $150,378
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.
The Berkeley Holiday Funds assists individuals who are residents of Berkeley, California have a happier winter holiday. Recipients are referred to the Fund by 27 social service organizations located in the City of Berkeley, California.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Cash grants at December holidays to individuals upon recommendation of various public welfare organizations within the City of Berkeley, California. For this fiscal period, the organization distributed approximately 1,150 checks to individuals and families | $132,715 | $0 |
| Emergency cash grants paid to individuals or families upon recommendation of various welfare organizations within the city of Berkeley, California | $2,252 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Hilary Mitchell | Director | - | $0 | - | - |
| Ray L'Esperance | Director | - | $0 | - | - |
| Jill L'Esperance | Director | - | $0 | - | - |
| Robert Dixon | Director | - | $0 | - | - |
| Julie Durkee | Director | - | $0 | - | - |
| Andrew Williams | Co-Chair | - | $0 | - | - |
| Virginia Meyer | Secretary | - | $0 | - | - |
| Judith L Bloom | Treasurer | - | $0 | - | - |
| Linda Williams | Co-Chair | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Berkeley Holiday Fund
- EIN
- 94-6083516
- Phone
- 5107988512
- Address
- Post Office Box 9779, Berkeley, CA 94709
Signing Officer
- Name
- Judith Bloom
- Title
- Treasurer
- Phone
- 5107988512
- Signed
- 2024-12-12
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Description;Amount^Holiday Distributions;132715|Emergency Distributions;2252^Total;134967^”
Raw XML Appendix191 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 |
|---|---|---|
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| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Judith L Bloom |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5107988512 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | Post Office Box 9779 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Berkeley |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 138845 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 149927 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
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| IRS990EZ/FiledScheduleAInd | 0 | 1 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 138845 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
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| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 150378 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 451 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Hilary Mitchell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Ray L'Esperance |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jill L'Esperance |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Robert Dixon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Julie Durkee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Andrew Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Virginia Meyer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Judith L Bloom |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Linda Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Co-Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Co-Chair |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 134967 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Berkeley Holiday Funds assists individuals who are residents of Berkeley, California have a happier winter holiday. Recipients are referred to the Fund by 27 social service organizations located in the City of Berkeley, California. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 9651 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Cash grants at December holidays to individuals upon recommendation of various public welfare organizations within the City of Berkeley, California. For this fiscal period, the organization distributed approximately 1,150 checks to individuals and families |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Emergency cash grants paid to individuals or families upon recommendation of various welfare organizations within the city of Berkeley, California |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 132715 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 2252 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 146764 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 150378 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | BerkeleyHolidayFund.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 149927 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 147943 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 167994 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 153717 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 116823 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 736404 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 736404 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 149927 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 147943 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 167994 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 153717 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 116823 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 736404 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 736404 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^Holiday Distributions;132715|Emergency Distributions;2252^Total;134967^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Judith Bloom |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5107988512 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-12-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BERKELEY HOLIDAY FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BERK |
| ReturnHeader/Filer/EIN | 0 | 946083516 |
| ReturnHeader/Filer/PhoneNum | 0 | 5107988512 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | Post Office Box 9779 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Berkeley |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94709 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/ReturnTs | 0 | 2024-12-12T16:55:47-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-07-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $138,845
- Liabilities
- $0
- Net assets
- $138,845
- Revenue
- $150,378
- Expenses
- $146,764
- Net income
- $3,614