2026-04-15T09:45:32-05:00 2025-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-06-01 940948140 BERKELEY STUDENT COOPERATIVE INC BERK 5108481936 2424 RIDGE ROAD BERKELEY CA 94709 JOSHUA FENTON EXECUTIVE DIRECTOR 5108481936 2026-04-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-04-14 2024 2025-03-06 01:10:19Z JOSHUA FENTON 2424 RIDGE ROAD BERKELEY CA 94709 11760553 0 X WWW.BSC.COOP X 1934 CA TO PROVIDE A QUALITY, LOW COST, COOPERATIVE HOUSING COMMUNITY TO UNIVERSITY STUDENTS WHO OTHERWISE MIGHT NOT BE ABLE TO AFFORD A UNIVERSITY EDUCATION. 24 16 93 1200 0 0 989075 2474713 12920832 9132187 420667 153653 67612 0 14398186 11760553 215719 111377 0 0 2077853 5268808 0 0 269769 8855822 8783172 11149394 14163357 3248792 -2402804 55614109 54975380 14072899 14281095 41541210 40694285 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. 0 0 10618115 111377 9132187 THE BERKELEY STUDENT COOPERATIVE (BSC) IS A NONPROFIT HOUSING COOPERATIVE PROVIDING AFFORDABLE HOUSING AND BOARD TO STUDENTS AT UC BERKELEY AND OTHER BAY AREA COLLEGES AND UNIVERSITIES. BSC HAS APPROXIMATELY 1,300 STUDENT MEMBERS LIVING IN OR EATING AT OUR SEVENTEEN HOUSES AND THREE APARTMENT COOPERATIVES AROUND THE UC BERKELEY CAMPUS. EACH HOUSE IS DEMOCRATICALLY RUN, WHERE ALL MEMBERS CONTRIBUTE LABOR TO KEEP HOUSING COSTS AFFORDABLE. 10618115 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X JOSHUA FENTON 5108481936 2424 RIDGE ROAD BERKELEY CA 94709 ALEX HAMMOND EE ASSOC BOARD MEMBER/OPS SUPERVISOR 40.00 X 74363 0 9608 CYN MACIAS-GOMEZ BOARD PRESIDENT 30.00 X X 28848 0 0 OCTAVIA OEHMKE VP OF INTERNAL AFFAIRS 25.00 X X 935 0 0 JOSHUA RUIZ VP OF CAPITAL AND FINANCE 25.00 X X 3543 0 0 CRISTIAN ZAMORA VP OF EXTERNAL AFFAIRS (THRU 4/2025) 25.00 X X 0 0 0 MAURA LIEVANO INT VP OF EXT AFFAIRS (THRU 4/2025) 30.00 X X 0 0 0 HAMIDULLAH HAMID HAKIMI VP OF EXPERIENCE & TRAINING 25.00 X X 11363 0 0 JAMES AUSMAN ALUMNI ASSOCIATION BOARD MEMBER 5.00 X 0 0 0 ADHIRAJ AHUJA BOARD MEMBER (THRU 4/2025) 5.00 X 0 0 0 ELIZABETH ALPTRAUM BOARD MEMBER 5.00 X 0 0 0 CARLO BOSIO BOARD MEMBER 5.00 X 0 0 0 SEBASTIEN DUMESNIL FERNANDEZ BOARD MEMBER (THRU 4/2025) 5.00 X 0 0 0 ETHAN DUNN BOARD MEMBER 5.00 X 0 0 0 KALEIGHA EASTERLY BOARD MEMBER (THRU 11/2024) 5.00 X 0 0 0 JUSTIN ERICKSON ALUMNI ASSOCIATION BOARD MEMBER 5.00 X 0 0 0 KATHARINE HORNE BOARD MEMBER (THRU 11/2024) 5.00 X 0 0 0 DEVANG KADAM BOARD MEMBER 5.00 X 0 0 0 SKYLAR KASEY BOARD MEMBER 5.00 X 0 0 0 JAKOB JESS BOARD MEMBER 5.00 X 0 0 0 JOAQUIN JIMENEZ BOARD MEMBER 5.00 X 0 0 0 LINA JAY JIMENEZ BOARD MEMBER (THRU 9/2024) 5.00 X 0 0 0 ALIREZA KESHMIRI BOARD MEMBER 5.00 X 8943 0 0 CAMERON LIPPINCOTT BOARD MEMBER 5.00 X 0 0 0 ADRIAN MENESES BOARD MEMBER 5.00 X 2200 0 0 MARICRUZ MONTES DE OCA SANCHEZ BOARD MEMBER 5.00 X 1997 0 0 ANAIS PEREZ BOARD MEMBER 5.00 X 0 0 0 MALO RABALLAND BOARD MEMBER 5.00 X 0 0 0 RILEY SAHAM BOARD MEMBER 5.00 X 0 0 0 MICHAEL TRAVI BOARD MEMBER 5.00 X 0 0 0 CHRISTIAN VEGA BOARD MEMBER 5.00 X 0 0 0 ANGEL VARGAS BOARD MEMBER 5.00 X 0 0 0 DAVID CHELSEA-SEIFERT OPERATIONS MANAGER / INTERIM E.D. 40.00 X 158076 0 30513 JOSHUA FENTON EXECUTIVE DIRECTOR (START 8/2024) 40.00 X 66692 0 9643 JUHANDRYN DESSAMES FINANCE/ACCOUNTING MGR (THRU 2/2025) 40.00 X 161860 0 25448 MARTIN SPINDLER PROJECT DIRECTOR 40.00 X 129950 0 26087 BRANDON BUCKINGHAM SENIOR SPECIAL PROJECTS TECHNICIAN 40.00 X 114898 0 16038 ZOE WAN BOARD AND EXECUTIVE ASSISTANT 40.00 X 113626 0 20149 DAVID BOYD MAINTENANCE TECHNICIAN 40.00 X 113074 0 16627 GIOVANNI TREVOR SMITH HOUSING SUPERVISOR 40.00 X 115248 0 11324 1105616 0 165437 10 0 1 0 FIDELITY ROOF COMPANY 1075 40TH STREET OAKLAND CA 94608 ROOFING RENOVATION REPAIR 185534 SECURITY ENGINEERS 1617 3RD AVENUE NORTH BIRMINGHAM AL 35203 FIRE ALARM MONITORING SERVICES 129423 LITTLER MENDELSON PC 101 SECOND STREET SUITE 1000 SAN FRANCISCO CA 94105 LEGAL SERVICES 122551 ADRIAN MENDOZA ROOFING INC 21458 OCEAN VIEW DRIVE HAYWARD CA 94541 ROOFING RENOVATION REPAIR 101950 4 2474713 2474713 ROOM AND BOARD REVENUE 721310 8481401 8481401 APARTMENT RENTALS 721310 288324 288324 PARKING REVENUE 721310 67331 67331 MEMBERSHIP FEES 721310 36253 36253 APPLICATION FEES 721310 33975 33975 224903 224903 9132187 153653 153653 11760553 9132187 0 153653 111377 111377 411767 288237 102942 20588 4159159 2911411 1039790 207958 53075 37152 13269 2654 265119 185583 66280 13256 379688 265782 94922 18984 256464 256464 40215 40215 330613 330613 44972 22486 20237 2249 83388 41694 37525 4169 3134749 2978012 156737 -2336 -2102 -117 -117 566 510 28 28 374919 374919 1889368 1813793 75575 944087 944087 FOOD EXPENSE 1444074 1444074 NEWSLETTER EXPENSES 89817 89817 MEMBER RESOURCES 48061 48061 BOARD EXPENSES 5877 5877 98338 51615 46723 14163357 10618115 3275473 269769 1983972 2789408 459830 3227617 3016471 623045 95835 1294442 796450 65817123 31527511 34977490 34289612 13261410 13161377 246133 366397 55614109 54975380 342901 305590 2115119 3429175 10749645 9737657 51228 814006 808673 14072899 14281095 X 37054458 36207713 4486752 4486572 41541210 40694285 55614109 54975380 -2402804 1555879 0 X X 0 0 0 X 1156947 419699 190531 989075 2474713 5230965 9078796 11209140 9804863 12920832 9132187 52145818 10235743 11628839 9995394 13909907 11606900 57376783 1900457 1900457 0 1900457 1900457 55476326 300219 361692 420667 153653 1236231 300219 361692 420667 153653 1236231 82645 112913 141941 67612 405111 10618607 11741752 10499027 14398186 11760553 59018125 0.94000 0.96220 0.02090 0.02820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 82,645. 2021 AMOUNT: $ 112,913. 2022 AMOUNT: $ 141,941. 2023 AMOUNT: $ 67,612. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 866297 32931 111377 11245 776606 935952 146064 215719 866297 935952 100300 100300 935952 935952 104151 104151 935952 935952 193243 193243 935952 0.00000 1.00000 0.00000 0 0 1445551 1445551 59834292 27054431 32779861 4537280 4473080 64200 34289612 REFUNDABLE DEPOSITS 808673 808673 PART IV, LINE 2B: CERTAIN CASH ACCOUNTS ARE MAINTAINED BY THE VARIOUS HOUSES FOR TRANSACTIONS OCCURRING AT THE HOUSE LEVEL. CASH GENERALLY IS RAISED FROM HOUSE MEMBERS AND IS HELD IN BANK ACCOUNTS UNDER THE ORGANIZATION'S NAME. EXPENDITURES FROM THESE ACCOUNTS MUST ADHERE TO THE ORGANIZATION'S POLICIES AND ARE SUBJECT TO REVIEW. A CORRESPONDING LIABILITY IS INCLUDED IN THE STATEMENT OF FINANCIAL POSITION TO REFLECT THESE ASSETS ARE TO FUNDS NOT UNDER THE ORGANIZATION'S DIRECTION. PART V, LINE 4: BSC MAINTAINS ENDOWED SCHOLARSHIP FUNDS TO ENSURE THAT IT IS ABLE TO OFFER BSC MEMBERS WITH FINANCIAL NEED SCHOLARSHIPS IN PERPETUITY. 1 SCHOLARSHIPS FOR MEMBERS OF BSC 66 111377 PART I, LINE 2: SCHOLARSHIPS FOR INDIVIDUAL BSC MEMBERS ARE GRANTED ON THE BASIS OF UNMET FINANCIAL NEED, BASED ON INFORMATION GENERATED BY THE UNIVERSITY FINANCIAL AID OFFICE AT UC BERKELEY AND/OR OTHER BAY AREA COLLEGES/UNIVERSITIES. X X X 0 0 0 0 0 0 0 0 0 DAVID CHELSEA-SEIFERT OPERATIONS MANAGER / INTERIM E.D. 158076 0 0 0 0 0 14468 0 16045 0 188589 0 0 0 JUHANDRYN DESSAMES FINANCE/ACCOUNTING MGR (THRU 2/2025) 161860 0 0 0 0 0 14142 0 11306 0 187308 0 0 0 MARTIN SPINDLER PROJECT DIRECTOR 129950 0 0 0 0 0 11532 0 14555 0 156037 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 NONEAVAIL 2018-10-01 15869099 REFUND BOND DATED 9/22/2016 0 0 0 A 6565919 15869099 15869099 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 ADRIAN MENESES BOARD MEMBER 1501 RENT SUBSIDY ROOM & BOARD JOSHUA RUIZ BOARD MEMBER 3002 RENT SUBSIDY ROOM & BOARD HAMIDULLAH HAKIMI BOARD MEMBER 1990 RENT SUBSIDY ROOM & BOARD MARICRUZ MONTES DE OCA SANCHEZ BOARD MEMBER 1501 RENT SUBSIDY ROOM & BOARD ALIREZA KESHMIRI BOARD MEMBER 1867 RENT SUBSIDY ROOM & BOARD KALEIGHA EASTERLY BOARD MEMBER 1501 RENT SUBSIDY ROOM & BOARD FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS, AS DEFINED BY THE BYLAWS, ARE LIMITED TO ONLY FULL-TIME STUDENTS OF ANY POST-SECONDARY SCHOOL WITH CURRENT RENT AND/OR BOARDING CONTRACTS. EXCEPTIONS TO THE ABOVE MAY BE MADE BY THE ADMINISTRATIVE COMMITTEE IN ACCORDANCE WITH THE PROVISIONS OF THE ADMINISTRATIVE CODE OF THE ORGANIZATION, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. MEMBERSHIP SHALL NOT BE RESTRICTED BECAUSE OF RACE, COLOR, ETHNICITY, RELIGION, GENDER IDENTITY, NATIONAL ORIGIN, POLITICAL ADHERENCE, OR SEXUAL IDENTITY. THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" (WITHOUT REGARD TO WHAT A PERSON, INCLUDING A CORPORATION OR OTHER LEGAL ENTITY, IS CALLED IN THE GOVERNING DOCUMENTS) AS ANY PERSON WHO HAS THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. AS SUCH, THE PRESIDENT OF THE BSC ALUMNI ASSOCIATION AND THE BSC EMPLOYEE ASSOCIATION ARE ALSO CONSIDERED MEMBERS. LASTLY, THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" (WITHOUT REGARD TO WHAT A PERSON, INCLUDING A CORPORATION OR OTHER LEGAL ENTITY, IS CALLED IN THE GOVERNING DOCUMENTS) AS ANY PERSON WHO CAN RECEIVE A SHARE OF THE ORGANIZATION'S NET ASSETS UPON DISSOLUTION. AS SUCH, THE UNIVERSITY OF CALIFORNIA IS ALSO CONSIDERED A "MEMBER". FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE BSC ALUMNI ASSOCIATION, A SEPARATE 501(C)(3) ORGANIZATION, MAY APPOINT ONE MEMBER OF THE ALUMNI ASSOCIATION AS A DIRECTOR. THE TERM OF OFFICE OF THE ALUMNI ASSOCIATION MEMBER SHALL BE AT THE PLEASURE OF THE PRESIDENT OF THE BSC ALUMNI ASSOCIATION. IN ADDITION, THE BSC EMPLOYEE ASSOCIATION CONTRACT INCLUDES A PROVISION FOR THE DESIGNATION OF A DIRECTOR FROM AMONG MEMBERS OF THE EMPLOYEE ASSOCIATION. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE SEVERAL UNITS. EACH UNIT SHALL ELECT ONE DIRECTOR FOR EACH SEVENTY MEMBERS, OR FRACTION THEREOF, IN THE RESIDENTIAL CAPACITY OF THE UNIT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. A DRAFT FORM 990 IS THEN REVIEWED BY MANAGEMENT OF THE ORGANIZATION, AS WELL AS THE FINANCE AND ACCOUNTING STAFF; ADJUSTMENTS ARE MADE AS NECESSARY. THE FORM 990 IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 WAS REVIEWED WITH THE CAPITAL & FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY AFTER FILING WITH THE INTERNAL REVENUE SERVICE. 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 EXAMINES ANY DISCLOSURES BY STAFF OF POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS. THE CABINET EXAMINES ANY DISCLOSURES BY THE 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 WITH REGARD TO THE CHAIR OF THE AUDIT COMMITTEE. IN ALL CASES, CONFLICTED INDIVIDUALS ARE NOT ALLOWED TO PARTICIPATE IN THE DECISION REGARDING A POTENTIAL TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 BSC ANNUALLY COMPARES SALARIES AND BENEFITS, INCLUDING THAT OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS/KEY EMPLOYEES, TO THOSE OF COMPARABLE NONPROFITS IN THE BAY AREA UTILIZING FAIR PAY, A NONPROFIT WAGE AND BENEFITS SURVEY. IN 2016, BSC ALSO ENGAGED A PROFESSIONAL COMPENSATION CONSULTANT TO REVIEW AND ADVISE THE BOARD ON ALL PROFESSIONAL STAFF SALARIES/WAGES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE (WWW.BSC.COOP) AND BY REQUEST. FORM 990, PART IV, LINE 12A AND FORM 990, PART XI, LINE 2B: THE ORGANIZATION HAS NOT YET COMPLETED A FINANCIAL STATEMENT AUDIT FOR THE 5/31/2025 FISCAL YEAR AS OF THE FILING OF THIS FORM 990; AN AMENDED FORM 990 WILL BE FILED UPON COMPLETION OF THE AUDIT.