BERKELEY HALL SCHOOL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY HALL SCHOOL FOUNDATION (EIN 95-1683864)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349309868
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T19:35:06-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jue Yang | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 Century Park East Suite 1402 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683864 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkekely Hall School Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 3104766421 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 Mulholland Drive | AddressLine1 |
| City | los angeles | City |
| State | CA | State |
| ZIP Code | 900491196 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisle Staley | Name |
| Title | Head of School | Title |
| Phone | 3104766421 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jue Yang | Name |
| PTIN | P01166430 | PTIN |
| Phone | 3102828398 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkeley Hall School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lisle Staley Stigler Head of School | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 Mulholland Drive | AddressLine1 |
| City | los angeles | City |
| State | CA | State |
| ZIP Code | 900491196 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7138069 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.berkeleyhall.org | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1911 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Berkeley Hall School's mission is to provide a well-rounded education to children from diverse backgrounds in grades Pre-K through 8, stressing not only academics, but also athletics, the arts, social development and responsible citizenship. The average enrollment of the school is 255 students over the past few years. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 491601 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1103299 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5413510 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5696170 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 293699 | InvestmentIncomePriorYear |
| Investment Income Current Year | -147391 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 233545 | OtherRevenuePriorYear |
| Other Revenue Current Year | 348014 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6432355 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7000092 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1025640 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 989434 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4128025 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3798355 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 423928 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2030706 | OtherExpensePriorYear |
| Other Expenses Current Year | 2057579 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7184371 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6845368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -752016 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 154724 | RevenuesLessExpensesCY |
| Total Assets BOY | 14640341 | TotalAssetsBOY |
| Total Assets EOY | 14465848 | TotalAssetsEOY |
| Total Liabilities BOY | 6674590 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6171213 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7965751 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8294635 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Mission Statement: To develop active thinkers in a balanced learning environment that inspires children of diverse backgrounds to fulfill their unlimited, God-given potential. We educate children from Pre-K through 8th grade. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1339165 | Expense |
| Grants | 264461 | Grants |
| Revenue | 1522499 | Revenue |
| Description | JUNIOR HIGH | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1296403 | Expense |
| Grants | 256016 | Grants |
| Revenue | 1473882 | Revenue |
| Description | INTERMEDIATE | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1799509 | Expense |
| Grants | 355370 | Grants |
| Revenue | 2045864 | Revenue |
| Description | PRIMARY SCHOOL | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 575182 | Expense |
| Grants | 113587 | Grants |
| Revenue | 653925 | Revenue |
| Description | EARLY CHILD DEVELOP AND OTHERS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 575182 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 113587 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 653925 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5010259 | 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 | 0 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Rich Harper Business Manager | NamePerson |
| Telephone Number | 3104766421 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 Mulholland Dr | AddressLine1 |
| City | los angeles | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Margaret Andrews | ||||||||
| Board Chair | 2 | X | 0 | 0 | 0 | |||
| Richard Larson | ||||||||
| Vice Chair of Board | 2 | X | 0 | 0 | 0 | |||
| Doug McCormick | ||||||||
| Board Treasurer | 1 | X | 0 | 0 | 0 | |||
| Bettina Duval | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard Peters | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Howard Hoover | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Erin Powell | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Christopher Lindgren | ||||||||
| Board Secretary | 1 | X | 0 | 0 | 0 | X | ||
| Randy Mcllvane | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ruth Loeb | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Winifred Needham | ||||||||
| Assistant head of school | 45.00 | 95000 | 0 | 0 | X | |||
| Nathalle Miller | ||||||||
| Admisssion director | 45.00 | 87000 | 0 | 0 | X | |||
| Richard Biggs | ||||||||
| Facilities director & Network Manager | 55.00 | 76000 | 0 | 0 | X | |||
| Barbara DeNisi | ||||||||
| Kindergarten Teacher | 45 | 100000 | 0 | 0 | X | X | ||
| Lisle Staley Stigler | ||||||||
| head of School | 50 | 165000 | 0 | 0 | X | |||
| Malcolm Neale | ||||||||
| Advancement Director | 45.00 | 100470 | 0 | 0 | X | |||
| Richard Harper | ||||||||
| Business Manager | 50.00 | 100000 | 0 | 0 | X | |||
| William Cheney | ||||||||
| 6th Grade Teacher | 45 | 89650 | 0 | 0 | X | |||
| Geoffrey Fontaine | ||||||||
| Music Teacher | 45 | 78060 | 0 | 0 | X | |||
| Gloria Okoshi | ||||||||
| Teacher | 45 | 73610 | 0 | 0 | X | |||
| Lisa Taylor | ||||||||
| Communications Manager | 45 | 71400 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1036190 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 1103299 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 1103299 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition revenue, Junior High | 611600 | 1522499 | 0 | 0 | $1,522,499 |
| Tuition revenue, intermediate | 611600 | 1473882 | 0 | 0 | $1,473,882 |
| Tuition revenue, Primary School | 611600 | 2045864 | 0 | 0 | $2,045,864 |
| Tuition revenue, Early Child Develop | 611600 | 539505 | 0 | 0 | $539,505 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $114,420 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5696170 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -147391 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$147,391 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 201783 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 201783 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201783 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $201,783 | ExclusionAmount |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 244678 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 137977 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106701 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $106,701 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Financial charge on tuition | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 39530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $39,530 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 39530 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7000092 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,896,793 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 989434 | Total |
| Program Services | 989434 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1107590 | Total |
| Program Services | 647120 | ProgramServices |
| Management And General | 360000 | ManagementAndGeneral |
| Fundraising | 100470 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2170655 | Total |
| Program Services | 1478771 | ProgramServices |
| Management And General | 492742 | ManagementAndGeneral |
| Fundraising | 199142 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165768 | Total |
| Program Services | 114915 | ProgramServices |
| Management And General | 37631 | ManagementAndGeneral |
| Fundraising | 13222 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106625 | Total |
| Program Services | 69470 | ProgramServices |
| Management And General | 27495 | ManagementAndGeneral |
| Fundraising | 9660 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247717 | Total |
| Program Services | 164198 | ProgramServices |
| Management And General | 61804 | ManagementAndGeneral |
| Fundraising | 21715 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120182 | Total |
| Program Services | 24036 | ProgramServices |
| Management And General | 96146 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215383 | Total |
| Program Services | 142092 | ProgramServices |
| Management And General | 57283 | ManagementAndGeneral |
| Fundraising | 16008 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15486 | Total |
| Program Services | 3097 | ProgramServices |
| Management And General | 12389 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201895 | Total |
| Program Services | 124531 | ProgramServices |
| Management And General | 55478 | ManagementAndGeneral |
| Fundraising | 21886 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87626 | Total |
| Program Services | 46545 | ProgramServices |
| Management And General | 39278 | ManagementAndGeneral |
| Fundraising | 1803 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195832 | Total |
| Program Services | 160806 | ProgramServices |
| Management And General | 26329 | ManagementAndGeneral |
| Fundraising | 8697 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34626 | Total |
| Program Services | 34626 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58070 | Total |
| Program Services | 32278 | ProgramServices |
| Management And General | 19086 | ManagementAndGeneral |
| Fundraising | 6706 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260755 | Total |
| Program Services | 234679 | ProgramServices |
| Management And General | 23468 | ManagementAndGeneral |
| Fundraising | 2608 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474665 | Total |
| Program Services | 427198 | ProgramServices |
| Management And General | 42720 | ManagementAndGeneral |
| Fundraising | 4747 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88233 | Total |
| Program Services | 79410 | ProgramServices |
| Management And General | 7941 | ManagementAndGeneral |
| Fundraising | 882 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repair & Maintenence | 119026 | 107124 | 10712 | 1190 |
| General Acadamic Support(education) | 120641 | 119681 | 710 | 250 |
| Bad debt | 24597 | 0 | 24597 | |
| Printing& Publishing | 38014 | 8596 | 14709 | 14709 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2548 | Total |
| Program Services | 1652 | ProgramServices |
| Management And General | 663 | ManagementAndGeneral |
| Fundraising | 233 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6845368 | Total |
| Program Services | 5010259 | ProgramServices |
| Management And General | 1411181 | ManagementAndGeneral |
| Fundraising | 423928 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34981 | BOY |
| EOY | 557906 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1090874 | BOY |
| EOY | 1032887 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 748193 | BOY |
| EOY | 1006373 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74291 | BOY |
| EOY | 34235 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203537 | BOY |
| EOY | 40140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17749484 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7913174 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10022848 | BOY |
| EOY | 9836310 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2023693 | BOY |
| EOY | 1888045 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441924 | BOY |
| EOY | 69952 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14640341 | BOY |
| EOY | 14465848 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454120 | BOY |
| EOY | 442994 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2252847 | BOY |
| EOY | 2061955 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3543094 | BOY |
| EOY | 3536903 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424529 | BOY |
| EOY | 129361 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6674590 | BOY |
| EOY | 6171213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5016478 | BOY |
| EOY | 5622353 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1805470 | BOY |
| EOY | 1528479 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143803 | BOY |
| EOY | 1143803 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7965751 | BOY |
| EOY | 8294635 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14640341 | BOY |
| EOY | 14465848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 154724 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 174160 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1677304 | BeginningOfYearBalance |
| Contributions | 77737 | Contributions |
| Investment Earnings Or Losses | -27384 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 49248 | OtherExpenditures |
| Administrative Expenses | 12500 | AdministrativeExpenses |
| End Of Year Balance | 1665909 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1502295 | BeginningOfYearBalance |
| Contributions | 187509 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 12500 | AdministrativeExpenses |
| End Of Year Balance | 1677304 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1395313 | BeginningOfYearBalance |
| Contributions | 119482 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 12500 | AdministrativeExpenses |
| End Of Year Balance | 1502295 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2590375 | BeginningOfYearBalance |
| Contributions | 833015 | Contributions |
| Investment Earnings Or Losses | -208563 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1807014 | OtherExpenditures |
| Administrative Expenses | 12500 | AdministrativeExpenses |
| End Of Year Balance | 1395313 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.31 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2481475 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 2481475 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 13653152 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 6337244 | Depreciation |
| Book Value | 7315908 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1614857 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 1575930 | Depreciation |
| Book Value | 38927 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9836310 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Payable to beneficiaries of split interest agreement | $107,568 |
| Capital lease obligations | $21,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 129361 | TotalOfAmounts |
| Total Revenue | 7000092 | TotalRevenue |
| Total Expenses | 6845368 | TotalExpenses |
| Excess Or Deficit For Year | 154724 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28880 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 28880 | TotalAdjustments |
| Excess Or Deficit Per FS | 183604 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6010658 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -989434 | OtherRevenues |
| Revenue Not Rptd F990 | -989434 | RevenueNotRptdF990 |
| Revenue Subtotal | 7000092 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7000092 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5855934 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -989434 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -989434 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6845368 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6845368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Berkeley Hall School has an endowment fund which has several parts of it: the majority is the donor restricted fund, which has two parts: one part is permanently restricted, according to the donor's will, the other is temporarily restricted, by either time or purposes. The Board and the management are, and will continue, to use the temporarily restricted assets when and if they are released due to the restriction request been met, and keep the permanently restricted assets perpetually, according to the donors will. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | financial assistance for tuition |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | grants and other assistance |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchE_P01_S00_L03 | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | BHS families come from many religious, ethic, cultural and economic backgrounds. We believe diversity is crucial to all balanced learning environment and are committed to reflecting it in our active enrollment. Notice of nondiscriminatory policy published annually in Los Angeles Times and Daily news. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 193717 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 193717 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 881 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 40270 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 700 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 31377 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Country Fair | NameOfEvent2 |
| Gross Receipts Event2 | 50961 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 50961 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 26777 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2996 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3954 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 31022 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 244678 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 244678 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 881 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 67047 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2996 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4654 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 62399 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 137977 | DirectExpenseSummaryEvents |
| Net Income Summary | 106701 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| needed-based financial aid(student aid grant) | 62 | 0 | 881483 | book value | discounted tuition |
| faculty/stuff tuition remission | 11 | 0 | 107550 | book value | discounted tuition |
| Student Academic Awards | 2 | 400 | Student Academic Awards |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Berkeley Hall School decide the tuition discount based on two groups, the needed students group, which is based on the student and their family's income, and the Faculty/Staff tuition remission group, on the needed base as well. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lisle Staley Stigler | |||||||||||||
| 165000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 165000 | 0 | 0 | 0 |
| Nathalle Miller | |||||||||||||
| 87000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 87000 | 0 | 0 | 0 |
| Winifred Needham | |||||||||||||
| 95000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 95000 | 0 | 0 | |
| Malcolm Neale | |||||||||||||
| 100470 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 100470 | 0 | 0 | 0 |
| Richard Harper | |||||||||||||
| 100000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 100000 | 0 | 0 | 0 |
| Richard Biggs | |||||||||||||
| 76000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 76000 | 0 | 0 | 0 |
| Barbara DeNisi | |||||||||||||
| 97140 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 97140 | 0 | ||
| William Cheney | |||||||||||||
| 89650 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 89650 | 0 | ||
| Geoffrey Fontaine | |||||||||||||
| 78060 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 78060 | 0 | ||
| Gloria Okoshi | |||||||||||||
| 73610 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 73610 | 0 | ||
| Lisa Taylor | |||||||||||||
| 71400 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 71400 | 0 | ||
| Richard Larson | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Margaret Andrews | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Christopher Lindgren | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Doug McCormick | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Howard Hoover | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Erin Powell | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bettina Duval | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Richard Peters | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Randy Mcllvane | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Ruth Loeb | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Winifred Needham | Assistant Head of School | 33500 | tuition remission and financial aid |
| Christopher Lindgren | Trustee | 28400 | financial aid |
| Richard Peters | Trustee | 19300 | financial aid |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L04d | Form 990, Part III, Line 4d | other program service.(Describe in Schedule O) Early Child Development Section |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Describe in Schedule O the process, if any, used by the organization to review this Form 990. The form 990 review is done by the business manager with consultation of the Head of School and the Advancement Director and prepared with the assistance of a CPA |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Does the organization have a written conflict of interest policy? are officers directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Yes, the school has a written conflict of interest policy. Does the organization regularly and consistently monitor and enforce compliance with the policy? Due to the small size of the organization, any conflicts would be known to management and Board. several years ago, the Board has inforced compliance when a possible conflict arose, in which case a Board member resigned when a family member became a service vendor to the school. Recently, the Chairman of the Board resigned when an in-law became the School Head Master. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | 15.C Describe the process for determining compensation of the organization's CEO, executive director, or top management officials.The board determines the salary and compensation of the head of School, based on historical salaries and comparable compensation for heads of similar schools. The head of School determines the salaries for administrators and other positions based on comparable salaries and experience, using data from the trade organization(such as N.A.I.S) to which the school belongs. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Describe the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. Only upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | to adjust the discrepancy of the beginning balance of Pledge receivable: The discrepancy is due to the current audit result of a Pledge Receivable being re-catagarized as irrevocable donation previously categorized as revocable donation by previous auditors. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We have filed form of 8868 for the second extension of filing the 990, due to the fact that we are having our auditor firm, Mayer Hoffman Mccann P.C, auditing the current year ending June 30, 2012. the audit is delaying a little bit, due to their busy schedule, however, we are able to file this 990 on time. this 990 reflected the most current audited financial statement of Berkeley Hall School Foundation. | Explanation |
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