Berkeley Public Schools Fund FY2023 filing

Tax-deductible

Berkeley, CA501(c)(3)Since 1983EducationEIN 94-2918219Revenue $2.8M in FY2023

On file with the IRSberkeleypublicschoolsfund.orgPo Box 2066, 94702-0066 · Berkeley, CATax-exempt since Dec 1983Publicly supported — 509(a)(2)

This page gets seen. Tell your story. Claim this org.

To champion equitable public education for students, families, and our community.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$250K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $256K a year · 12% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$250K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
15
named funders · $315K
Looks good: 15 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$577K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
+72% vs prior year
Spent
$2.5M
To programs
78%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$2.8M
FY2023▲ +72%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$1.6M
FY2023$2.8M
FY2024$2.5M
FY2025$2.1M
Expenses
$2.5M
FY2023▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$2.0M
FY2022$1.9M
FY2023$2.5M
FY2024$2.0M
FY2025$1.7M
Net assets
$1.3M
FY2023▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.5M
FY2022$1.2M
FY2023$1.3M
FY2024$1.8M
FY2025$2.1M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $1.9M Management & general 8% · $209K Fundraising 13% · $328K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

16 people listed on the 990; $250K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$135,000Pt VII · Sec A
Deputy Director
$115,500Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Angie Won’s $127K as Financial Director, Stem Supervisor is at the 50th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Erin Rhoades—$137,025$135,000$116,833$88,244$82,182
Angie Won$126,650$125,408————
Meredith Ross$106,086$117,233$115,500$103,808——
Greta Hadley$102,860—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Berkeley Public Schools Fund executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for fair public education for all students, families, and communities.

Questions for Berkeley Public Schools Fund

Tap to ask. Berkeley Public Schools Fund sees how many people are interested.

Your first name shows with your question. Berkeley Public Schools Fund answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $1.9M · in their own filed words · FY2022
01

The Berkeley Public Schools Funds largest program expenditure is for grants to support teaching and student learning in Berkeleys 19 public schools, serving over 9,500 students. The Schools Fund awards grants for projects that help level the playing field for our students, in the areas of digital equity, positive racial identity…

$1.3Mprogram expense
02

The Schools Fund provides fiscal sponsorship services including management, administrative and advisory services for special funds established by individuals or businesses and held by the Schools Fund to be used for specific programs.

$454Kprogram expense
03

STEM Programming The Berkeley Public Schools Fund, in coordination with BUSD, began offering a continuum of free, K-12 STEM programming in spring 2022. These out-of-school time learning opportunities (summer, weekends, and school holiday recesses) are designed to increase diverse representation and to build student confidence and…

$158Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 15 funders →
Grants paid · 29 grants · $3.9M · 2019–2024
Berkeley Unified School DistFY2024$371,926
Unitemized GrantFY2024$44,405
Unitemized GrantFY2024$33,400
Collabheration LLCFY2024$31,103
Unitemized GrantFY2023$253,666
Berkeley Unified School DistFY2023$114,848
Unitemized GrantFY2023$60,225
Unitemized GrantFY2023$27,960
Berkeley Unified School DistFY2022$574,632
Unitemized GrantFY2022$61,455
Berkeley Unified School DistFY2021$331,620
Unitemized GrantFY2021$52,796
Berkeley Unified School DistFY2020$489,136
Unitemized GrantFY2020$347,931
See all 29 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Gifts and grantsLn 1h$1.7M
Fees for servicesLn 2g$1.0M
Other incomeLn 4–11$64K
Money outPt IX
$2.5M
Ln 25
Programscol B$1.9M
Managementcol C$209K
Fundraisingcol D$328K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.9M
LiabilitiesLn 26$577K
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Noncash giftsLn 1g$105K
Fundraising eventsLn 1c$152K
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$21K
Other incomeLn 4–11$64K
Gains on assetsLn 7$0
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$1
Total assetsLn 16$1.9M
LiabilitiesLn 26$577K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 513
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.3M$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K$2K
Total assetsLn 16$1.3M$1.9M
LiabilitiesLn 26$385K$577K
Net assetsLn 32$954K$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.4M$1.4M
Grants to domestic individualsLn 2$61K$61K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$250K$150K$50K$50K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$467K$233K$93K$140K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$32K$13K$5K$14K
Payroll taxesLn 10$37K$17K$6K$14K
Management feesLn 11a$0
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$4K$4K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$23K$19K$4K
Advertising and promotionLn 12$0
Office expensesLn 13$16K$7K$3K$7K
Information technologyLn 14$46K$12K$15K$19K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$135$35$100
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$13K$8K$4K$367
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$949$316$316
InsuranceLn 23$7K$4K$1K$1K
Other expenses (24a–d)Ln 24$87K$2K$18K$66K
All other expensesLn 24e$15K$1K$2K$11K
Total functional expensesLn 25$2.5M$1.9M$209K$328K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.1M$1.7M$310K$2.1M 990 PDF
FY2024 $2.5M$2.0M$468K$1.8M 990 PDF
FY2023 Viewing $2.8M$2.5M$351K$1.3M 990 PDF
FY2022 $1.6M$1.9M−$243K$1.2M 990 PDF
FY2021 $2.2M$2.0M$183K$1.5M 990 PDF
FY2020 $1.9M$1.4M$467K$1.3M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $2,819,521 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,636,930$1,727,048
I-9 Program service revenuePrior year $72,626$1,007,360
I-10 Investment incomePrior year −$76,945$20,876
I-11 Other revenuePrior year $10,019$64,237
I-12 Total revenuePrior year $1,642,630$2,819,521
I-13 Grants and similar amounts paidPrior year $926,796$1,463,652
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $805,444$785,315
I-16a Professional fundraising feesPrior year $3,750$3,750
I-17 Other expensesPrior year $149,354$215,607
I-18 Total expensesPrior year $1,885,344$2,468,324
I-19 Revenue less expensesPrior year −$242,714$351,197
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,819,521 across 12 lines filed
VIII-1c Fundraising events$151,826
VIII-1f All other contributions, gifts and grants$1,575,222
VIII-1g Noncash contributions (included above)$105,117
VIII-1h Total contributions, gifts and grants$1,727,048
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,010 · Excluded from tax $986,350$1,007,360
VIII-3 Investment incomeRelated to mission $20,876$20,876
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $64,237$64,237
VIII-12 Total revenueRelated to mission $106,123 · Excluded from tax $986,350$2,819,521
Part IX · Statement of functional expenses $2,468,324 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $1,402,197$1,402,197
IX-2 Grants to domestic individualsPrograms $61,455$61,455
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $150,300 · Management $50,100 · Fundraising $50,100$250,500
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $233,419 · Management $93,091 · Fundraising $140,293$466,803
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $12,878 · Management $4,553 · Fundraising $14,072$31,503
IX-10 Payroll taxesPrograms $16,738 · Management $5,579 · Fundraising $14,192$36,509
IX-11a Management fees$0
IX-11b Legal feesManagement $3,453$3,453
IX-11c Accounting feesManagement $1,500$1,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $3,750$3,750
IX-11f Investment management feesManagement $3,002$3,002
IX-11g Other fees for servicesPrograms $18,768 · Management $3,900$22,668
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $7,019 · Management $2,643 · Fundraising $6,688$16,350
IX-14 Information technologyPrograms $12,101 · Management $14,654 · Fundraising $18,950$45,705
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelManagement $35 · Fundraising $100$135
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $8,205 · Management $4,270 · Fundraising $367$12,842
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $949 · Management $316 · Fundraising $316$1,581
IX-23 InsurancePrograms $4,034 · Management $1,345 · Fundraising $1,345$6,724
IX-24 Other expenses (24a–d)Programs $2,116 · Management $18,260 · Fundraising $66,347$86,723
IX-24e All other expensesPrograms $1,416 · Management $2,238 · Fundraising $11,270$14,924
IX-25 Total functional expensesPrograms $1,931,595 · Management $208,939 · Fundraising $327,790$2,468,324
Part X · Balance sheet $1,882,263 assets, 20 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $1,259,434$1,129,132
X-3 Pledges and grants receivableStart of year $55,000$732,437
X-4 Accounts receivableStart of year $18,017$2,500
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $3,300$16,405
X-10c Land, buildings and equipment, netStart of year $3,369$1,788
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$1
X-16 Total assetsStart of year $1,339,120$1,882,263
X-17 Accounts payable and accrued expensesStart of year $99,115$66,761
X-18 Grants payableStart of year $286,327$510,627
X-26 Total liabilitiesStart of year $385,442$577,388
X-27 Net assets without donor restrictionsStart of year $193,742−$150,189
X-28 Net assets with donor restrictionsStart of year $759,936$1,455,064
X-32 Total net assets or fund balancesStart of year $953,678$1,304,875
X-33 Total liabilities and net assetsStart of year $1,339,120$1,882,263
Part XI · Reconciliation of net assets $1,304,875 net assets at year end
XI-1 Total revenue$2,819,521
XI-2 Total expenses$2,468,324
XI-3 Revenue less expenses$351,197
XI-4 Net assets at start of year$953,678
XI-10 Net assets at end of year$1,304,875

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.