Nonprofit · EIN 94-3173406
BERKELEY HIGH SCHOOL DEVELOPMENT GROUP
Tax-exempt · BERKELEY, CA 94701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $722,136 | $638,191 | $83,945 | $624,040 | $784 | $623,256 |
| June 30, 2024 | 990 | $529,183 | $607,551 | -$78,368 | $541,857 | $2,546 | $539,311 |
| June 30, 2023 | 990 | $544,152 | $674,967 | -$130,815 | $620,009 | $9 | $620,000 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $705,847
- Program service revenue
- $0
- Investment income
- $12,369
- Net income from fundraising events
- $3,920
- Other revenue
- $3,920
Expenses
- Grants and similar amounts paid
- $187,074
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $28,775
- Program services (functional)
- $571,923
- Management and general (functional)
- $58,189
- Fundraising (functional)
- $8,079
Balance sheet and other
- Total assets, start of year
- $541,857
- Total assets, end of year
- $624,040
- Total liabilities, end of year
- $784
- Net assets, end of year
- $623,256
- Publicly traded securities
- $270,321
- Net assets without donor restrictions
- $492,433
- Net assets with donor restrictions
- $130,823
- Gross receipts
- $728,409
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1991
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Stuart | President Trustee or director, Officer | 5 | $0 |
| Amal Harrati | Treasurer Trustee or director, Officer | 3 | $0 |
| Kathleen Berland | Vice President Trustee or director, Officer | 2 | $0 |
| Carolyn Spencer-Mork | Secretary Trustee or director, Officer | 2 | $0 |
| Daniella Brower Sueuga | Board Member Trustee or director | 2 | $0 |
| Amy Callaway | Board Member Trustee or director | 1 | $0 |
| Stacey Hara | Board Member Trustee or director | 2 | $0 |
| Rebecca Levenson | Board Member Trustee or director | 2 | $0 |
| Belinda Lyons-Newman | Board Member Trustee or director | 2 | $0 |
| Elizabeth Meyer | Board Member Trustee or director | 2 | $0 |
| Apollonia Morrill | Board Member Trustee or director | 2 | $0 |
| Chris Ramsdale | Director Trustee or director | 3 | $0 |
| David Schneider | Board Member Trustee or director | 1 | $0 |
| Stephanie Upp | Board Member Trustee or director | 2 | $0 |
| Maia Astera | Student Member Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ali Forbush | Student Member Trustee or director | 1 | $0 |
| Makayla Kirkwood | Student Member Trustee or director | 1 | $0 |
| Penn Lynch | Student Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Morgan | Co-President Trustee or director, Officer | 5 | $0 |
| Emily Nathan | Co-President Trustee or director, Officer | 2 | $0 |
| Lissa Franklin | Vice President Trustee or director, Officer | 2 | $0 |
| Alicia Ivancovich | Treasurer Trustee or director, Officer | 2 | $0 |
| Keith Nickolaus | Co-Treasurer Trustee or director, Officer | 2 | $0 |
| Negar Eghtassadi-Reed | Secretary Trustee or director, Officer | 2 | $0 |
| Erin Branagan | Director Trustee or director | 2 | $0 |
| Amy Calloway | Director Trustee or director | 1 | $0 |
| Ellen Fung | Director Trustee or director | 1 | $0 |
| Julie Obbard | Director Trustee or director | 1 | $0 |
| Pam Wilder | Director Trustee or director | 1 | $0 |
| David Schneider | Director Trustee or director | 2 | $0 |
| Kipling Rowe | Director Trustee or director | 2 | $0 |
| Elizabeth Stuart | Director Trustee or director | 2 | $0 |
| Sloane Morgan | Director Trustee or director | 2 | $0 |
| Belinda Lyons-Newman | Director Trustee or director | 2 | $0 |
| Jay Migliaccio | Director Trustee or director | 3 | $0 |
| Emma Kittredge | Director Trustee or director | 1 | $0 |
| Jonathan Schwartz | Director Trustee or director | 1 | $0 |
| Ohad Aviran-Finkelstein | Director Trustee or director | 1 | $0 |
| Anjani Chokkalingam | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Morgan | Co-President Trustee or director, Officer | 5 | $0 |
| Emily Nathan | Co-President Trustee or director, Officer | 2 | $0 |
| Lissa Franklin | Vice President Trustee or director, Officer | 2 | $0 |
| Alicia Ivancovich | Treasurer Trustee or director, Officer | 2 | $0 |
| Rachel Sing | Secretary Trustee or director, Officer | 2 | $0 |
| Erin Branagan | Director Trustee or director | 2 | $0 |
| Sloane Morgan | Director Trustee or director | 2 | $0 |
| Kipling Rowe | Director Trustee or director | 1 | $0 |
| Jay Migliaccio | Director Trustee or director | 1 | $0 |
| Negar Eghtassadi-Reed | Director Trustee or director | 1 | $0 |
| Amy Calloway | Director Trustee or director | 1 | $0 |
| Pam Wilder | Director Trustee or director | 2 | $0 |
| Julie Obbard | Director Trustee or director | 2 | $0 |
| Ellen Fung | Director Trustee or director | 2 | $0 |
| Bethany Johns | Director Trustee or director | 2 | $0 |
| Jen Werner | Director Trustee or director | 2 | $0 |
| Tamara Pattison | Director Trustee or director | 3 | $0 |
| Jonathan Schwartz | Director Trustee or director | 1 | $0 |
| Kira Rao-Poolla | Director Trustee or director | 1 | $0 |
| Anjani Chokkalingam | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 519, BERKELEY, CA 94701-0519
- Principal officer (990 for 2024)
- Elizabeth Stuart, PO Box 519, Berkeley, CA 94707
- Signed the 990
- Elizabeth Stuart, President
- Phone
- (510) 593-8893
- Website
- bshdg.org
- Return prepared by
- Crosby & Kaneda CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3173406 or by the name BERKELEY HIGH SCHOOL DEVELOPMENT GROUP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Our mission is to support and strengthen the educational experience of all Berkeley High School students, including those at Berkeley Technology Academy and Berkeley Independent Studies.
Program accomplishments
- The BHSDG provides funds for student academic support. This includes paying classroom teachers for afterschool tutoring and providing discretionary funds used for attendance incentivesExpenses $264,213 · grants $86,423
- The BHSDG provides financial assistance to students and programs to increase access to college and explore post-high school options. Specifically grants are provided to cover college application fees and to support the transition to college.Expenses $209,510 · grants $68,530
- The BHSDG provides financial support to purchase classroom and program supplies. This includes teacher classroom supply grants and curricular materialsExpenses $98,200 · grants $32,121
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3173406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94Z)
- Assets (IRS master file)
- $624,040
- Income (IRS master file)
- $728,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $722,136 | $638,191 | $624,040 | XML |
| 990 | June 2024 | $529,183 | $607,551 | $541,857 | IRS |
| 990 | June 2023 | $544,152 | $674,967 | $620,009 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3173406).
Questions about BERKELEY HIGH SCHOOL DEVELOPMENT GROUP
- What is the EIN of BERKELEY HIGH SCHOOL DEVELOPMENT GROUP?
- The employer identification number (EIN) of BERKELEY HIGH SCHOOL DEVELOPMENT GROUP is 94-3173406.
- Is BERKELEY HIGH SCHOOL DEVELOPMENT GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to BERKELEY HIGH SCHOOL DEVELOPMENT GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY HIGH SCHOOL DEVELOPMENT GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY HIGH SCHOOL DEVELOPMENT GROUP due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY HIGH SCHOOL DEVELOPMENT GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BERKELEY HIGH SCHOOL DEVELOPMENT GROUP?
- The 990 for the year ended June 30, 2025 names Elizabeth Stuart.
- Who are the officers and directors of BERKELEY HIGH SCHOOL DEVELOPMENT GROUP?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does BERKELEY HIGH SCHOOL DEVELOPMENT GROUP have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $722,136, expenses of $638,191 and total assets of $624,040 at year end.
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