Berkeley Public Schools Fund (EIN 942918219) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Phone

5106446244

Tax Period

2023-07-01 to 2024-06-30

Berkeley Public Schools Fund, founded in 1983, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $468K, a strong 19% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,215,972

Program Service Revenue $139,432

Investment Income $33,807

Other Revenue $125,476

TOTAL REVENUE $2,514,687

Expense Breakdown

Grants Paid $484,362

Salaries & Benefits $925,602

Fundraising Expenses $297,232

Program Expenses $1,500,176

Other Expenses $637,202

TOTAL EXPENSES $2,047,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,514,687	$2,819,521	-0.1%
Expenses	$2,047,166	$2,468,324	-0.2%
Net Income	$467,521	$351,197	+0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erin Rhoades	Executive Director	37.50		$137,025	$0	$137,025
Angie Won	STEM Prg & Assistant Fin Manager	45.00		$125,408	$0	$125,408
Meredith Ross	Deputy Director	33.75		$117,233	$0	$117,233
Tasha Henneman	Director	0.00	Director	$0	$0	$0
Madan Kumar	Director	0.00	Director	$0	$0	$0
Rachel Eisner	Director	0.00	Director	$0	$0	$0
Mary Friedman	Director	0.00	Director	$0	$0	$0
Lea Baechler-Brabo	Director	0.00	Director	$0	$0	$0
Allan C Miller	Director	0.00	Director	$0	$0	$0
Julie Sinai	Director	0.00	Director	$0	$0	$0
Dennis Schrag	Director	0.00	Director	$0	$0	$0
Kevin Craddock II	Chair-Program	5.00	Officer Director	$0	$0	$0
Maya Glenn	Secretary	5.00	Officer Director	$0	$0	$0
Robert Lutzker	Treasurer	5.00	Officer Director	$0	$0	$0
Yasi Nouri-Massih	Director	0.00	Director	$0	$0	$0
Terry Taplin	Director	0.00	Director	$0	$0	$0
Jose Luis Bedolla	Director	0.00	Director	$0	$0	$0
Lynna Tsou	Chairman	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$2,514,687	$2,047,166	$1,992,482	$467,521
2023	$2,819,521	$2,468,324	$1,882,263	$351,197
2022	$1,642,630	$1,885,344	$1,339,120	$-242,714
2021	$2,232,812	$2,049,927	$1,561,386	$182,885
2020	$1,856,645	$1,389,680	$1,427,215	$466,965
2019	$1,178,422	$1,023,640	$910,500	$154,782
2018	$942,129	$935,587	$825,024	$6,542

Berkeley Public Schools Fund