BERKELEY STUDENT COOPERATIVE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY STUDENT COOPERATIVE INC (EIN 94-0948140)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-01-07
- IRS object ID
- 201300079349301525
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-07T13:26:32-06:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941250261 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET 11TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940948140 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY STUDENT COOPERATIVE | BusinessNameLine1 |
| Business Name Line2 | (FKA UNIV STUDENTS COOPERATIVE ASSN) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 5105495959 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 RIDGE ROAD | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947091296 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY BENSON | Name |
| Title | INTERIM EXEC DIRECTOR | Title |
| Phone | 5105495959 | Phone |
| Date Signed | 2012-12-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEXIS H WONG | Name |
| PTIN | P00604756 | PTIN |
| Phone | 4159579999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KIMBERLY BENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 RIDGE ROAD | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947091296 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11009189 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BSC.COOP | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE A QUALITY, LOW COST, COOPERATIVE HOUSING COMMUNITY TO UNIVERSITY STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 54 | TotalNbrEmployees |
| Total Nbr Volunteers | 1300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8084 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 353264 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 274784 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9808280 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29763 | InvestmentIncomePriorYear |
| Investment Income Current Year | 281972 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8968 | OtherRevenuePriorYear |
| Other Revenue Current Year | 221794 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 321599 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10665310 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 64982 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 64210 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1844478 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 102154 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 193830 | OtherExpensePriorYear |
| Other Expenses Current Year | 6824964 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 258040 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8734424 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 63559 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1930886 | RevenuesLessExpensesCY |
| Total Assets BOY | 43610653 | TotalAssetsBOY |
| Total Assets EOY | 44506408 | TotalAssetsEOY |
| Total Liabilities BOY | 23773253 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23015669 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19837400 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21490739 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE BERKELEY STUDENT COOPERATIVE IS TO PROVIDE A QUALITY, LOW-COST, COOPERATIVE HOUSING COMMUNITY TO UNIVERSITY STUDENTS, THEREBY PROVIDING AN EDUCATIONAL OPPORTUNITY FOR STUDENTS WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A UNIVERSITY EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6990425 | Expense |
| Revenue | 10030074 | Revenue |
| Description | PROVIDE A QUALITY, LOW COST, COOPERATIVE HOUSING COMMUNITY TO UNIVERSITY STUDENTS. | Description |
| Total Program Service Expense | 6990425 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 54 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY STUDENT COOPERATIVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5105495959 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 RIDGE ROAD | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947091296 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (66 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JANETTE STOKLEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 118393 | 0 | 29751 |
| KIM BENSON | ||||||
| OPERATIONS MANAGER/INTERIM EXECUTIVE DIRECTOR | 40.00 | X | X | 82007 | 0 | 14196 |
| DANIEL KRONOVET | ||||||
| PRES. SUM. '11; VP FALL'11 & SP'12 | 20.00 | X | X | 8200 | 0 | 0 |
| MAX BAROI | ||||||
| V. PRES. SUM. & FALL '11; SPRING '12 | 14.00 | X | X | 8925 | 0 | 0 |
| ELAINA MARSHALEK | ||||||
| PRESIDENT, FALL '11 & SPRING '12 | 20.00 | X | X | 6822 | 0 | 0 |
| JEFFREY JOH | ||||||
| VP CAP. AFFAIRS, FALL '11 & SPRG '12 | 15.00 | X | X | 5116 | 0 | 0 |
| STEPHANIE ALTAMIRANO | ||||||
| VP EXT. AFFAIRS, FALL '11 & SPRG '12 | 15.00 | X | X | 7319 | 0 | 0 |
| TOMMY YORK | ||||||
| VP FIN. AFFAIRS, FALL '11 & SPRG '12 | 15.00 | X | X | 5116 | 0 | 0 |
| BEN PEREZ | ||||||
| VP INT. AFFAIRS, FALL '11 & SPRG '12 | 15.00 | X | X | 5116 | 0 | 0 |
| JOE FERRERA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| SHANE MASON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ALEC STRACHAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| GABE BERUMEN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| RUBY SHERBOW | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| BRIANNA MUNSON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOHN LI | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JENNIFER MONROY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| GRACE WILLIAMS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| WILL KRANTZ | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| RACHEL PETERSON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| SAM STRIMLING | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOHN ESTRADA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOSE ALVARADO | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DENISE BOLIVAR | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LIZ BAROI | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LENA BROOKS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| HAYLEY PENAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| NICK SALEM | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| HELEN LOPEZ | ||||||
| DIRECTOR | 40.00 | X | 47839 | 0 | 6115 | |
| TOM SUTAK | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CLAIRE ROGERSON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JACOB MORRISON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| STEPHEN CAMPBELL | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CAROLINE PEAKE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| AMY EDWARDS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| EMILIE BLAUWHOFF | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JONATHAN COLLINGS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOSEPH HOMER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ERIN WALSH | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CHRIS DIAMOND | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ADILENE VALENZUELA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| EMILY COSIN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JILL LORACK | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ROI LIVNE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| HAMZA JAKA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| VANCE PHAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| CANDY ESCOBAR | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| EMILY LEVETT | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| PATRICK KARSH | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DAVID BARRERA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| BRENNA FALLON | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| OLIVIA COHEN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| AARON MURPHY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LEVON MINNASIAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LUIS FLORES | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOSH PETRASS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LEAH MELIDONIAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOSH TRAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ALLISON LEVITSKY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ABBY SIMONS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| TYLER NGUYEN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ARLO FARIA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| MARCIA MAKI | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DEVLIN MALLORY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ADAM BERGER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| ERIN CONDIT-BERGEN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 294853 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 50062 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CULLEN CONSTRUCTION | |||||
| 150 HOMES AVENUE | SAN RAFAEL | CA | 94903 | CONTRACTOR | 162885 |
| VALENCIA BROS | |||||
| 3014 MARTIN LUTHER KING WAY | BERKELEY | CA | 94703 | CONTRACTOR | 115477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 353264 | AllOtherContributions |
| Noncash Contributions | 104367 | NoncashContributions |
| Total Contributions | 353264 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ROOM AND BOARD FEES | 721310 | 7463035 | 7463035 |
| APARTMENTS | 721310 | 2086728 | 2086728 |
| OTHER FEES | 721310 | 138991 | 138991 |
| PARKING | 721310 | 119526 | 119526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9808280 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 187335 | TotalRevenueColumn |
| Exclusion | $187,335 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 294593 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 72799 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 221794 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221794 | TotalRevenueColumn |
| Related Or Exempt Function Income | 221794 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 365717 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 271080 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 94637 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94637 | TotalRevenueColumn |
| Exclusion | $94,637 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10665310 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10030074 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $281,972 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44982 | Total |
| Program Services | 44982 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258638 | Total |
| Program Services | 130929 | ProgramServices |
| Management And General | 117935 | ManagementAndGeneral |
| Fundraising | 9774 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1585840 | Total |
| Program Services | 802794 | ProgramServices |
| Management And General | 723120 | ManagementAndGeneral |
| Fundraising | 59926 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48346 | Total |
| Program Services | 48346 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84934 | Total |
| Program Services | 84934 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122841 | Total |
| Program Services | 122841 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976787 | Total |
| Program Services | 976787 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1471050 | Total |
| Program Services | 1413084 | ProgramServices |
| Management And General | 57966 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD | 1227302 | 1227302 | ||
| REPAIRS AND MAINTENANCE | 780931 | 636540 | 144391 | |
| UTILITIES | 635315 | 634031 | 1284 | |
| PAYROLL TAXES AND BENEF | 601722 | 209078 | 383266 | 9378 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875736 | Total |
| Program Services | 638777 | ProgramServices |
| Management And General | 213883 | ManagementAndGeneral |
| Fundraising | 23076 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8734424 | Total |
| Program Services | 6990425 | ProgramServices |
| Management And General | 1641845 | ManagementAndGeneral |
| Fundraising | 102154 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297890 | BOY |
| EOY | 2485283 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1151201 | BOY |
| EOY | 1981027 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319914 | BOY |
| EOY | 106390 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72581 | BOY |
| EOY | 65107 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98382 | BOY |
| EOY | 299442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 56789347 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25057024 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32136213 | BOY |
| EOY | 31732323 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4431687 | BOY |
| EOY | 4678148 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3102785 | BOY |
| EOY | 3158688 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43610653 | BOY |
| EOY | 44506408 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130027 | BOY |
| EOY | 75472 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43750 | BOY |
| EOY | 28750 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000000 | BOY |
| EOY | 19585000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248689 | BOY |
| EOY | 275887 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757102 | BOY |
| EOY | 655000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2593685 | BOY |
| EOY | 2395560 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23773253 | BOY |
| EOY | 23015669 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19026134 | BOY |
| EOY | 20432110 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276461 | BOY |
| EOY | 453824 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534805 | BOY |
| EOY | 604805 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19837400 | BOY |
| EOY | 21490739 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43610653 | BOY |
| EOY | 44506408 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1930886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -277547 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 190799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 183449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 353264 | CurrentTaxYear |
| Total | 1037766 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8167999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7883851 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8678971 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9591132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9808280 | CurrentTaxYear |
| Total | 44130233 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8320911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8041193 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8869770 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9774581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10161544 | CurrentTaxYear |
| Total | 45167999 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 45167999 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 864437 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 393701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187335 | CurrentTaxYear |
| Total | 1731400 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 864437 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 393701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187335 | CurrentTaxYear |
| Total | 1731400 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 213160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 255857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 447592 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83127 | CurrentTaxYearMinus1Year |
| Total | 999736 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9398508 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8690751 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9440884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10020113 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10348879 | CurrentTaxYear |
| Total | 47899135 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94300 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03610 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 713349 | BeginningOfYearBalance |
| Contributions | 76445 | Contributions |
| Investment Earnings Or Losses | -40277 | InvestmentEarningsOrLosses |
| Other Expenditures | -34749 | OtherExpenditures |
| End Of Year Balance | 714768 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 686453 | BeginningOfYearBalance |
| Contributions | 22204 | Contributions |
| Investment Earnings Or Losses | 27520 | InvestmentEarningsOrLosses |
| Other Expenditures | -22828 | OtherExpenditures |
| End Of Year Balance | 713349 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 617444 | BeginningOfYearBalance |
| Contributions | 19587 | Contributions |
| Investment Earnings Or Losses | 78140 | InvestmentEarningsOrLosses |
| Other Expenditures | -28988 | OtherExpenditures |
| End Of Year Balance | 686453 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 561855 | BeginningOfYearBalance |
| Contributions | 14202 | Contributions |
| Investment Earnings Or Losses | -27592 | InvestmentEarningsOrLosses |
| End Of Year Balance | 548465 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1445551 | OtherCostOrOtherBasis |
| Book Value | 1445551 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52397844 | OtherCostOrOtherBasis |
| Depreciation | 22469527 | Depreciation |
| Book Value | 29928317 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2945952 | OtherCostOrOtherBasis |
| Depreciation | 2587497 | Depreciation |
| Book Value | 358455 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31732323 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 270696 |
| LOAN AND LEASING FEES | 630723 |
| CASH HELD FOR OTHERS | 220184 |
| INVESTMENT IN NATIONAL COOPERATIVE BANK | 31077 |
| BOND SINKING FUND | 1045732 |
| RESERVE FOR REPLACEMENT | 219236 |
| BOND FUNDS | 685337 |
| INVESTMENT HELD FOR OTHERS | 55703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3158688 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED EXPENSES | $195,391 |
| REFUNDABLE DEPOSITS | $738,549 |
| REVENUE RECEIVED IN ADVANCE | $1,085,175 |
| PREMIUM ON BOND INTEREST | $214,696 |
| ACCRUED INTEREST PAYABLE | $161,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2395560 | TotalOfAmounts |
| Total Revenue | 10665310 | TotalRevenue |
| Total Expenses | 8734424 | TotalExpenses |
| Excess Or Deficit For Year | 1930886 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -277547 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -277547 | TotalAdjustments |
| Excess Or Deficit Per FS | 1653339 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10460562 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -277547 | NetUnrealizedGainsInvestments |
| Other Revenues | 72799 | OtherRevenues |
| Revenue Not Rptd F990 | -204748 | RevenueNotRptdF990 |
| Revenue Subtotal | 10665310 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10665310 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8807223 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 72799 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 72799 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8734424 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8734424 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | FOR THE BSC ALUMNI ASSOCIATION (BSCAA), BERKELEY STUDENT COOPERATIVE (BSC) HOLDS BSCAA MEMBERSHIP DUES IN A SEPARATE SCHWAB ACCOUNT. THE BSCAA EXISTS TO GENERATE A MEMBERSHIP BASE OF BSC ALUMNI IN ORDER TO PROCURE DONATIONS FOR BSC. THE LARGER THE MEMBERSHIP BASE, HOPEFULLY THE MORE DONATIONS BSC RECEIVES. BECAUSE ALUMNI SEND MEMBERSHIP RENEW MONEY WITH DONATIONS, IT WAS DEEMED EASIER TO HOLD THE FUNDS AT BSC AND HAVE BSC REPORT AN ASSET AND CORRESPONDING LIABILITY ON ITS BOOKS. BERKELEY STUDENT COOPERATIVE (BSC) COMPRISED OF OVER 1,250 STUDENT MEMBERS LIVING IN OVER TWENTY STUDENT HOUSING AROUND UC BERKELEY CAMPUS. THE HOUSES USE BSC'S FEDERAL TAX ID TO SET UP AND MAINTAIN THEIR CHECKING ACCOUNTS. THERE ARE OVER 20 ACCOUNTS. THE CHECKING ACCOUNTS ARE USED TO PAY FOR AMENITIES AT THE HOUSE LEVELS THAT ARE NOT INCLUDED IN THE BSC ROOM & BOARD OR RENT CONTRACTS SUCH AS CABLE TV, NEWSPAPERS AND PERIODICALS, INTERNET SERVICE, ETC. | |
| PART X: | BSC BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITITONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. BSC'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2008 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL DEPRECIATION EXP | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL DEPRECIATION EXP | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLAR COMMUNITY HOUSING ASSOCATION (ON BEHALF OF THE DAVIS DOMES) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 237 | AddressLine1 |
| City | DAVIS | City |
| State | CA | State |
| ZIP Code | 95617 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 942612564 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 20000 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Purpose Of Grant | REQUIRED REPAIRS AND ADA IMPROVEMENTS TO THE DAVIS DOMES | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT GRANTS TO MEMBERS OF CO-OP | TypeOfGrant |
| Number Of Recipients | 51 | NumberOfRecipients |
| Amount Of Cash Grant | 44982 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE BSC OFFERS A COOP DEVELOPMENT GRANT ONCE PER YEAR TO LOCAL COOPERATIVES/NON-PROFITS. INTERESTED ORGANIZATIONS MUST APPLY FOR THE GRANT (STATING A SPECIFIC USE FOR THE FUNDS). APPLICANTS ARE VETTED BY THE EXTERNAL AFFAIRS COMMITTEE AND THE GRANT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ORGANIZATIONS RECEIVING THE GRANTS ARE EXPECTED TO REPORT BACK TO THE BOARD OF DIRECTORS ON HOW THE FUNDS ARE USED AND TO PROVIDE AN UPDATE ON THE STATUS OF THE PROJECT/NEW COOPERATIVE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 20000000 CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 201563466 | IssuerEIN |
| CUSIP Number | 13048TBP7 | CUSIPNumber |
| Date Issued | 2007-10-01 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | SESISMIC & DISABLED ACCESS PROJECTS, REFINANCING DEBT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 20000000 | TotalProceeds |
| Amount In Reserve Fund | 1380498 | AmountInReserveFund |
| Issuance Costs From Proceeds | 600000 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 900000 | WorkingCapitalExpenditures |
| Capital Expenditures | 17119525 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (10 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| OSCAR VARELA | FORMER DIRECTOR | 1137 | SCHOLARSHIP |
| ADILENE VALENZUELA LOPEZ | DIRECTOR | 1137 | SCHOLARSHIP |
| WILLIAM KRANTZ | DIRECTOR | 1187 | SCHOLARSHIP |
| ELLIOT GOLDSTEIN | FORMER DIRECTOR | 1137 | SCHOLARSHIP |
| LEAH MELIDONIAN | DIRECTOR | 1137 | SCHOLARSHIP |
| JOSEPH HOMER | DIRECTOR | 1137 | SCHOLARSHIP |
| JONATHAN COLLINGS | DIRECTOR | 50 | SCHOLARSHIP |
| TOMMY YORK | VICE PRESIDENT | 50 | SCHOLARSHIP |
| HAMZA JAKA | DIRECTOR | 50 | SCHOLARSHIP |
| KRISTEN MCKOIN | FORMER DIRECTOR | 50 | SCHOLARSHIP |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAN CULLEN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAN CULLEN IS THE BROTHER-IN-LAW OF DAN HOLM, CENTRAL MAINTENANCE WORKERS | Relationship |
| Amount Of Transaction | 162885 | AmountOfTransaction |
| Description Of Transaction | CONTRACTING SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 104367 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMEBERSHIP IS OPEN TO STUDENTS AND UNIVERSITY STAFF REGARDLESS OF RACE, RELIGION OR POLITICAL AFFILIATION, UPON PAYMENT OF A LIFE MEMBERSHIP FEE. THERE IS ONLY ONE CLASS OF MEMBERSHIP. ALL MEMBERS ENJOYS THE SAME RIGHTS AND PRIVILEGES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BERKELEY STUDENT COOPERATIVE (BSC) IS COMPRISED OF OVER 1,250 STUDENT MEMBERS LIVING IN TWENTY STUDENT HOUSING PROPERTIES AROUND THE UC BERKELEY CAMPUS. FOR EVERY 70 MEMBERS (OR FRACTION THEREOF) LIVING AT EACH STUDENT HOUSING PROPERTY, ONE PERSON IS ELECTED TO SERVE ON THE BOARD OF DIRECTORS. IN ADDITION TO THE 27 DIRECTORS ELECTED TO THE BOARD BY THE MEMBERS LIVING IN THE 20 STUDENT HOUSING PROPERTIES, THE BOARD OF DIRECTORS INCLUDES A REPRESENTATIVE ELECTED BY THE EMPLOYEE ASSOCIATION AND A REPRESENTATIVE ELECTED BY THE ALUMNI ASSOCIATION. IN ADDITION, THE PRESIDENT MAY INVITE A MEMBER OF THE UNIVERSITY FACULTY TO SERVE ON THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR, ACCOUNTANT AND VICE PRESIDENT OF FINANCIAL AFFAIRS/TREASURER REVIEW THE FORM 990. THE FORM 990 THEN GOES TO FINANCE COMMITTEE FOR FINAL APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES IT TO MONITOR CONFLICTS OF INTEREST THROUGH A WRITTEN DISCLOSURE QUESTIONNAIRE IMPLEMENTED ANNUALLY IN THE SPRING. THE QUESTIONNAIRE IS COMPLETED BY ALL EMPLOYEES, ALL EXECUTIVE OFFICERS, AND ALL BOARD MEMBERS. THE ORGANIZATION ALSO TRAINS STAFF, BOARD MEMBERS AND EXECUTIVES ON THE DUTY TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. THE EXECUTIVE DIRECTOR IN THE FIRST INSTANCE EXAMINES ANY DISCLOSURES BY STAFF OF POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS. THE CABINET EXAMINES ANY DISCLOSURES BY BOARD MEMBERS, EXECUTIVES, AND SENIOR MANAGEMENT. THE AUDIT COMMITTEE IS CHARGED WITH MAKING DECISIONS CONCERNING RESOLUTION OF CONFLICTS OF INTEREST INVOLVING DIRECTORS, EXECUTIVE OFFICERS, AND SENIOR MANAGEMENT. THE PRESIDENT IS RESPONSIBLE FOR REVIEWING DISCLOSURES AND RESOLVING CONFLICTS BY THE CHAIR OF THE AUDIT COMMITTEE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR RESOLVING ALL CONFLICTS OF INTERESTS BY THE STAFF, SUBJECT TO APPROVAL BY THE CABINET. DEPENDING ON WHO IS RESPONSIBLE FOR THE CONFLICT OF INTEREST, AN ACTUAL CONFLICT OF INTEREST, AND THE RESTRICTIONS IT REQUIRES, MAY BE RESOLVED BY THE CABINET OF EXECUTIVE OFFICERS OR BY THE AUDIT COMMITTEE. THE RESTRICTIONS THAT MAY BE IMPOSED RANGE FROM A CHANGE IN SCOPE OF AUTHORITY TO TERMINATION, DEPENDING ON THE FACTS OF THE CASE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BSC ANNUALLY COMPARES SALARIES AND BENEFITS, INCLUDING THE EXECUTIVE DIRECTOR'S, TO THOSE OF COMPARABLE NONPROFITS IN THE BAY AREA, USING A NONPROFIT WAGE AND BENEFITS SURVEY, CALLED FAIR PAY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL ARE AVAILABLE UPON REQUEST. MANY OF THE DOCUMENTS ARE AVAILABLE ONLINE AT HTTP:/BERKELEYSTUDENTCOOPERATIVE.ORG | |
| FORM 990, PART X, LINE 24E | INSURANCE, TAXES & LICENSES: PROGRAM SERVICE EXPENSES 355,842. MANAGEMENT AND GENERAL EXPENSES 1,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357,015. SUPPLIES: PROGRAM SERVICE EXPENSES 130,135. MANAGEMENT AND GENERAL EXPENSES 35,853. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,988. BANK FEES: PROGRAM SERVICE EXPENSES -4,153. MANAGEMENT AND GENERAL EXPENSES 119,587. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,434. TELEPHONE: PROGRAM SERVICE EXPENSES 46,951. MANAGEMENT AND GENERAL EXPENSES 17,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,312. MEMBER SERVICES: PROGRAM SERVICE EXPENSES 40,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 22,781. TOTAL EXPENSES 63,772. BAD DEBTS: PROGRAM SERVICE EXPENSES 44,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,764. BOARD AND STAFF TRAINING: PROGRAM SERVICE EXPENSES 17,596. MANAGEMENT AND GENERAL EXPENSES 18,355. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,951. DELIVERY: PROGRAM SERVICE EXPENSES 14,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,497. MISCELLANEOUS: PROGRAM SERVICE EXPENSES -7,846. MANAGEMENT AND GENERAL EXPENSES 21,554. FUNDRAISING EXPENSES 295. TOTAL EXPENSES 14,003. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -277,547. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C, | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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