2026-05-15T08:59:57-05:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 942427286 ECOLE BILINGUE DBA ECOLE BILINGUE DE BERKELEY ECOL 5105493867 1009 HEINZ AVENUE BERKELEY CA 94710 SEBASTIEN ROBERT HEAD OF SCHOOL 5105493867 2026-05-14 1 1 KRISTEN M BASS P01247587 6022646835 2026-05-14 2024 2025-03-06 01:10:19Z ECOLE BILINGUE DE BERKELEY SEBASTIEN ROBERT 1009 HEINZ AVENUE BERKELEY CA 94710 34660457 0 X WWW.EB.ORG X 1977 CA ECOLE BILINGUE DE BERKELEY NURTURES CREATIVE, MULTILINGUAL LEARNERS, EQUIPPED TO CONFIDENTLY EMBRACE THE DELIGHTS AND CHALLENGES OF AN INTERCONNECTED WORLD. 18 18 162 250 0 0 689904 1968277 15197859 16596599 467030 748247 18014 99373 16372807 19412496 2432360 2811382 0 0 10073995 10679728 0 0 584144 3363511 3436546 15869866 16927656 502941 2484840 37048710 40667301 25495763 26543469 11552947 14123832 X WE INSPIRE STUDENTS TO BECOME COMPASSIONATE, COURAGEOUS, AND CURIOUS GLOBAL CITIZENS. GUIDED BY OUR CORE VALUES AND UNIQUE BILINGUAL CURRICULUM, WE EMPOWER OUR STUDENTS TO THRIVE IN A DIVERSE WORLD, FOSTERING A STRONG SENSE OF COMMUNITY AND PREPARING THEM TO MAKE A POSITIVE IMPACT LOCALLY AND GLOBALLY. 0 0 14320296 2811382 16610276 ECOLE BILINGUE DE BERKELEY IS A BILINGUAL SCHOOL (FRENCH-ENGLISH) SPANNING PRESCHOOL TO 8TH GRADE, INSPIRING A DIVERSE POPULATION OF APPROXIMATELY 415 STUDENTS TO STRIVE FOR ACADEMIC EXCELLENCE AND TO DEVELOP A HIGH SENSE OF PERSONAL AND SOCIAL RESPONSIBILITY. THE SCHOOL OFFERS A CHALLENGING AND RIGOROUS COURSE OF STUDY IN BOTH FRENCH AND ENGLISH, SET IN A MULTICULTURAL ENVIRONMENT. 14320296 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 162 1 0 1 FR 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X ANTOINE PORTALES 5105493867 1009 HEINZ AVENUE BERKELEY CA 94710 DAVID ABERNATHY TREASURER 2.00 X X 0 0 0 ALEXANDRE BAYEN SECRETARY 2.00 X X 0 0 0 XAVIER QUAN BOARD CO-CHAIR 2.00 X X 0 0 0 VALLA VAKILI BOARD CO-CHAIR 2.00 X X 0 0 0 ROXANNA AHLBACH TRUSTEE 2.00 X 0 0 0 ROBIN BREWER TRUSTEE 2.00 X 0 0 0 THIERRY DURANDARD TRUSTEE 2.00 X 0 0 0 JASON HARM TRUSTEE 2.00 X 0 0 0 PRIA HIDISYAN TRUSTEE 2.00 X 0 0 0 BROOKE HOWELL TRUSTEE 2.00 X 0 0 0 GREG NEMITZ TRUSTEE 2.00 X 0 0 0 YOUSEF NOURI TRUSTEE 2.00 X 0 0 0 VINCENT SALIMI TRUSTEE 2.00 X 0 0 0 KRISTEN SIDELL TRUSTEE 2.00 X 0 0 0 LAURA SPIEKERMAN TRUSTEE 2.00 X 0 0 0 MICAH STILWELL TRUSTEE 2.00 X 0 0 0 VERONICA VOLNY TRUSTEE 2.00 X 0 0 0 KELSEY VROOMAN TRUSTEE 2.00 X 0 0 0 SEBASTIEN ROBERT HEAD OF SCHOOL 40.00 X 302464 0 31087 ANTOINE PORTALES DIR. OF BUSINESS AND FINANCE 40.00 X 212718 0 38712 MAGALI NOTH HEAD OF LOWER SCHOOL 40.00 X 145108 0 20988 ALFONSO DE LA TORRE FACILITIES MANAGER 51.00 X 143805 0 23274 MAER BEN-YISRAEL TECHNOLOGY DIRECTOR 40.00 X 128585 0 27422 PATRICE ZAURET TEACHER 40.00 X 119837 0 35946 MEI-LIN HA BYERS DIRECTOR OF ADVANCEMENT 40.00 X 122035 0 20805 1174552 0 198234 13 0 1 0 AL'S BUILDING MAINTENANCE 5691 SHADOW RIDGE DRIVE CASTRO VALLEY CA 94552 JANITORIAL SERVICES 326866 SOLAR TECHNOLOGIES 14 BETA COURT SAN RAMON CA 94583 SOLAR INSTALLATION 207478 2 107150 1252246 608881 1968277 TUITION AND FEES 611710 15779774 15779774 EXTENDED CARE & CAMPS 611710 548367 548367 SUMMER CAMP 611710 198738 198738 AFTERSCHOOL & ATHLETIC 611710 69720 69720 16596599 728497 728497 15217882 15198132 19750 19750 19750 135525 107150 49829 85696 85696 MISCELLANEOUS INCOME 611710 13677 13677 13677 19412496 16610276 0 833943 2811382 2811382 602135 171628 379018 51489 7481772 6444436 698883 338453 357021 300657 47433 8931 1613422 1326642 240570 46210 625378 518395 76066 30917 65118 65118 64772 64772 73531 44264 27963 1304 85008 84526 482 62363 49584 3309 9470 507141 476713 25357 5071 127227 73091 14083 40053 312199 292214 16761 3224 924156 873690 42055 8411 175134 113874 57359 3901 FIELDTRIPS 257008 257008 CONSUMABLES AND GENERAL 241250 241250 OTHER EXPENSES 123702 57138 65814 750 EQUIPMENT MAINTENANCE 122527 67264 50433 4830 295410 201066 63696 30648 16927656 14320296 2023216 584144 1931 1931 3211640 2396451 8105 9813 8145132 8473407 30957 63851 30028654 10903586 18698901 19125068 6661375 10596780 290669 0 37048710 40667301 1813715 2276478 12926496 13576719 9331116 9117301 2473 11017 1275500 1337848 146463 224106 25495763 26543469 X 10697970 13104333 854977 1019499 11552947 14123832 37048710 40667301 2484840 86045 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 681049 17158 86045 784252 562360 26953 91736 681049 476110 27684 58566 562360 491261 48854 -64005 476110 392036 5188 94037 491261 1.00000 0 0 7231920 7231920 18791506 7743684 11047822 3784897 3128501 656396 220331 31401 188930 19125068 FINANCE LEASE LIABILITY 224106 224106 X 16687159 86045 -2811382 -2725337 19412496 0 19412496 14116274 0 14116274 2811382 2811382 16927656 PART IV, LINE 2B: THE SCHOOL HOLDS FUNDS FOR THE PARENTS' ASSOCIATION AND STUDENT COUNCIL. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSIST OF THREE FUNDS, THE ECOLE BILINGUE ENDOWMENT FUND (PREVIOUSLY KNOWN AS SILVER JUBILEE ENDOWMENT FUND), THE FUND FOR EXCELLENCE, AND THE CLASS GIFT ENDOWMENT FUND, ALL ESTABLISHED TO PROVIDE SUPPORT TO THE SCHOOL IN PERPETUITY. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS ONLY. THE SCHOOL WILL BE ENTITLED TO RECEIVE A DISTRIBUTION OF 4% ABOVE THE INFLATION RATE OVER THE PREVIOUS 36 MONTH PERIOD PROVIDED THAT THE DISTRIBUTION IS GREATER THAN $10,000 PER YEAR AND DOES NOT INVADE PRINCIPAL. IF THE DISTRIBUTION IS LESS THAN $10,000, THE INVESTMENT INCOME WILL BE REINVESTED TO PRINCIPAL. THERE WERE NO DISTRIBUTIONS MADE FROM THE INCEPTION OF THE GIFT THROUGH THE YEAR ENDED JUNE 30, 2025. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS -2,811,382. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS 2,811,382. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS STATED IN THE SCHOOL'S WEBSITE: HTTPS://WWW.EB.ORG/. THE POLICY IS ALSO PUBLISHED IN THE SCHOOL'S BROCHURES. SCHEDULE E, PART I, LINE 6 THE FRENCH GOVERNMENT GIVES FINANCIAL AID TO ITS CITIZENS. THE SCHOOL RECEIVES THE FUNDS AND APPLIES THEM TO THE ELIGIBLE STUDENTS AS DIRECTED BY THE FRENCH GOVERNMENT. AUCTION 196985 107150 89835 4136 478 7134 22339 500 12065 MOVE-A-THON 45690 45690 180 239 2758 242675 107150 135525 4136 658 7134 22578 500 14823 49829 85696 ADVANCEMENT OFFICE 1009 HEINZ AVENUE BERKELEY CA 94710 1 FINANCIAL AID FOR STUDENTS 177 2811382 FAIR VALUE FINANCIAL AID AND TUITION REMISSION PART I, LINE 2: THE SCHOOL AWARDS FINANCIAL AID BASED ON DEMONSTRATED FINANCIAL NEED AND ESTABLISHED POLICIES. FAMILIES SUBMIT APPLICATIONS AND FINANCIAL DOCUMENTATION THROUGH A THIRD-PARTY PLATFORM. AN INDEPENDENT COMMITTEE REVIEWS ALL APPLICATIONS AND MAKES AWARD DECISIONS ONCE ALL REQUIRED DOCUMENTATION HAS BEEN RECEIVED. TUITION ASSISTANCE APPLICATIONS ARE SUBMITTED AND AWARDED ON AN ANNUAL BASIS. TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE, PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL. THE SCHOOL APPLIES FINANCIAL AID AND TUITION REMISSION TO STUDENTS' TUITION BILLINGS AND IT IS USED SOLELY TO REDUCE THE AMOUNT OF THEIR TUITION. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SEBASTIEN ROBERT HEAD OF SCHOOL 302464 0 0 0 0 0 15123 0 15964 0 333551 0 0 0 ANTOINE PORTALES DIR. OF BUSINESS AND FINANCE 212718 0 0 0 0 0 10636 0 28076 0 251430 0 0 0 ALFONSO DE LA TORRE FACILITIES MANAGER 143805 0 0 0 0 0 7190 0 16084 0 167079 0 0 0 MAGALI NOTH HEAD OF LOWER SCHOOL 145108 0 0 0 0 0 7255 0 13733 0 166096 0 0 0 MAER BEN-YISRAEL TECHNOLOGY DIRECTOR 128585 0 0 0 0 0 6429 0 20993 0 156007 0 0 0 PATRICE ZAURET TEACHER 119837 0 0 0 0 0 5992 0 29954 0 155783 0 0 0 PART I, LINE 1A DISCRETIONARY SPENDING ACCOUNT EXPENSES ARE FOR SCHOOOL RELATED ACTIVITIES, NOT FOR THE INDIVIDUALS' BENEFIT. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2021-03-02 9729977 REFINANCE OF REAL PROPERTY 0 0 0 A 9729977 9729977 2021 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND REVIEWED BY THE DIRECTOR OF BUSINESS AND FINANCE. BOTH THE AUDIT REPORT AND FORM 990 ARE REVIEWED BY THE AUDIT COMMITTEE BEFORE THEY ARE FINALIZED. AFTER THIS REVIEW, A REDACTED COPY OF THE FORM 990, EXCLUDING SCHEDULE B, IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY IS MONITORED AND ENFORCED THROUGH SEVERAL PROCEDURES. EACH YEAR, ALL TRUSTEES, OFFICERS, TOP MANAGEMENT OFFICIALS, TOP FINANCIAL OFFICIALS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE POLICY AND COMPLETE AN ANNUAL DISCLOSURE STATEMENT AFFIRMING THEIR UNDERSTANDING AND COMPLIANCE AND DISCLOSING ANY FINANCIAL INTERESTS OR RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT. ADDITIONALLY, THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL REVIEW OF THE ADMINISTRATION AND EFFECTIVENESS OF THE CONFLICT OF INTEREST POLICY TO CONFIRM THAT IT REMAINS SUITABLE AND IS CONSISTENTLY FOLLOWED. POTENTIAL CONFLICTS ARE DISCLOSED TO THE BOARD OR DESIGNATED COMMITTEE AS SOON AS A RELEVANT TRANSACTION IS CONTEMPLATED. INTERESTED PERSONS ARE EXCLUDED FROM DELIBERATIONS AND DECISIONS RELATING TO THEIR POTENTIAL CONFLICTS, AND COMPREHENSIVE RECORDS OF DISCLOSURES, DELIBERATIONS, AND DECISIONS ARE MAINTAINED IN THE ORGANIZATION'S MINUTES. THE BOARD OR COMMITTEE ALSO REVIEWS ANY SUSPECTED VIOLATIONS OR UNDISCLOSED CONFLICTS, TAKES APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTIONS WHEN WARRANTED, AND RATIFIES TRANSACTIONS WHEN NECESSARY. THESE PROCESSES ENSURE ONGOING, CONSISTENT ENFORCEMENT AND MONITORING OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DECIDES THE HEAD OF SCHOOL'S SALARY AND APPROVES THE BUSINESS MANAGER'S SALARY. STATISTICS FROM INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION (90 LOCAL INDEPENDENT SCHOOLS) ARE USED TO DETERMINE REASONABLE COMPENSATION BASED ON FACTORS SUCH AS SIZE OF THE STUDENT BODY, DEMOGRAPHICS, TENURE, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.