Form 990 for tax year 2023
Filed by BERKELEY EAST BAY HUMANE SOCIETY INC.
Totals
- Total revenue
- $3,931,005
- Total expenses
- $3,745,513
- Contributions and grants received
- $3,025,346
- Grants paid
- $0
- Program service revenue
- $458,884
- Investment income
- $69,389
- Other revenue
- $377,386
- Total assets, end of year
- $9,468,499
- Total liabilities, end of year
- $1,007,218
- Net assets or fund balances, end of year
- $8,461,281
- Program services expenses (Part IX)
- $3,213,318
- Management and general expenses
- $220,837
- Fundraising expenses
- $311,358
- Program service expenses (Part III)
- $3,213,318
Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$3,025,346
-
1g · Noncash contributions included above
$18,551
-
2a · Program service revenue: Adoptions
total $173,162 · related or exempt $173,162
-
2b · Program service revenue: Hospital services
total $156,407 · related or exempt $156,407
-
2c · Program service revenue: Other
total $11,686 · related or exempt $11,686
-
2d · Program service revenue: Training
total $117,629 · related or exempt $117,629
-
3 · Investment income
total $69,389 · related or exempt -$242,984 · excluded $312,373
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$472,054
-
8b · Fundraising events: direct expenses
$94,668
-
8c · Net income from fundraising events
total $377,386 · excluded $377,386
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $295,619 · program services $264,795 · management and general $18,288 · fundraising $12,536
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,726,310 · program services $1,546,308 · management and general $106,799 · fundraising $73,203
-
8 · Pension plan contributions
total $63,722 · program services $57,209 · management and general $3,942 · fundraising $2,571
-
9 · Other employee benefits
total $140,416 · program services $131,609 · management and general $8,931 · fundraising -$124
-
10 · Payroll taxes
total $152,503 · program services $136,921 · management and general $9,431 · fundraising $6,151
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $353 · management and general $353
-
11c · Fees: accounting
total $19,359 · management and general $19,359
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $169,288 · program services $104,494 · management and general $18 · fundraising $64,776
-
12 · Advertising and promotion
total $255,468 · program services $168,997 · management and general $1,041 · fundraising $85,430
-
13 · Office expenses
total $140,695 · program services $140,695
-
14 · Information technology
total $30,732 · program services $19,813 · fundraising $10,919
-
15 · Royalties
total $0
-
16 · Occupancy
total $207,642 · program services $195,191 · management and general $4,939 · fundraising $7,512
-
17 · Travel
total $12,059 · program services $6,633 · management and general $3,114 · fundraising $2,312
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $6,922 · program services $2,003 · management and general $3,768 · fundraising $1,151
-
20 · Interest
total $3,347 · management and general $3,347
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $71,709 · program services $66,690 · management and general $1,434 · fundraising $3,585
-
23 · Insurance
total $35,473 · program services $35,473
-
24a · Other expenses: Medical supplies and services
total $262,558 · program services $262,203 · fundraising $355
-
24b · Other expenses: Miscellaneous expenses
total $104,366 · program services $58,975 · management and general $35,663 · fundraising $9,728
-
24c · Other expenses: Dues, licenses, and service fe
total $46,972 · program services $15,309 · management and general $410 · fundraising $31,253
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $470,874 · end of year $421,773
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $2,287
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $44,867 · end of year $57,984
-
10a · Land, buildings and equipment: cost or other basis
$2,006,704
-
10b · Land, buildings and equipment: accumulated depreciation
$1,132,165
-
10c · Land, buildings and equipment, net
beginning of year $853,725 · end of year $874,539
-
11 · Investments: publicly traded securities
beginning of year $6,939,987 · end of year $7,515,562
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $190,148 · end of year $596,354
-
17 · Accounts payable and accrued expenses
beginning of year $231,013 · end of year $315,778
-
23 · Secured mortgages and notes payable
beginning of year $124,934 · end of year $108,589
-
25 · Other liabilities
beginning of year $141,248 · end of year $582,851
-
27 · Net assets without donor restrictions
beginning of year $4,032,990 · end of year $4,494,759
-
28 · Net assets with donor restrictions
beginning of year $3,969,416 · end of year $3,966,522
Mission and programs · 2023
Mission
Because the well-being of animals reflects the well-being of our community, we engage minds, hearts and hands to provide care for dogs and cats in the East Bay.
Activities or mission (Part I)
Berkeley Humane serves the people and animals of our community by providing life-saving programs for cats and dogs, cultivating compassion, and strengthening the human-animal bond.
-
ADOPTION The primary purpose of Berkeley Humane is to shelter homeless companionanimals until they are placed in suitable homes. In the 1970s, the Board of Directors committed to a revolutionary adoption guarantee model: that no healthy or treatable shelter animals in the Society's care would be euthanized. This commitment set the stage for Berkeley Humane placing 100% of healthy and treatable animals into loving homes for nearly forty years, a commitment that awarded Berkeley Humane and partner organizations the prestigious Maddies Fund Lifesaving Award in 2009. Berkeley Humane serves the animals and people of Berkeley and the East Bay with vital services that last year alone matched over 1,000 animals with loving families and individuals.
Expenses $3,213,318
-
VETERINARY HOSPITAL - We Perform medical exams, vaccinations, and surgeries for shelter dogs and cats in our care. We also provide spay/neuter services and Low-Cost core vaccines for dogs and cats to the public through our low-cost Spay the Bay program. Berkeley Humanes low-cost spay and neuter program is designed to support individuals and families who are struggling financially but are trying to do the right thing and have their dog and cat altered, therefore reducing the number of unwanted pets in local shelters.PET FOOD PANTRY - Berkeley Humane provides free pet food to low-income pet guardians in Alameda and Contra Costa Counties.
-
TRAINING - We provide evaluation and training for shelter dogs in our care. Additionally, Berkeley Humane offers behavior advice to adopters by phone and email. We also offer a wide variety of small classes with certified instructors to the public through our Train the Bay program.THRIFT SHOP - Proceeds generated by Berkeley Humane's Thrift Shop support our Hope Medical Fund, giving medically vulnerable animals the second chance they deserve. Our thrift shop features a carefully curated collection of vintage clothing, home decor, framed artwork, jewelry, and more, thanks to the generous contributions of local residents from Berkeley and the East Bay.
As filed on the 2023 return.
Listed in Part VII
-
Jeffrey Zerwekh
Exec Director
- Total calculated
- $278,089
- From this org
- $245,042
- From related orgs
- $0
- Other
- $33,047
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,042
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $33,047
- Filer's total
- $278,089
-
Kristen Loomer
Director Operation
- Total calculated
- $152,655
- From this org
- $146,777
- From related orgs
- $0
- Other
- $5,878
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,777
- Bonus
- not reported
- Other
- not reported
- Deferred
- $5,878
- Nontaxable benefits
- not reported
- Filer's total
- $152,655
-
Rochelle Morrissey
Veterinarian
- Total calculated
- $138,131
- From this org
- $131,178
- From related orgs
- $0
- Other
- $6,953
- Hours/week
- 40
-
Latonya Thompson
Dir of Finance
- Total calculated
- $51,465
- From this org
- $40,682
- From related orgs
- $0
- Other
- $10,783
- Hours/week
- 40
-
Daniel Lang
President
- Total calculated
- $0
- Hours/week
- 3
-
Dr Alan Shriro
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Romy Harness
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Debra Crow
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Jason Abrams
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Erin Cahill
Director
- Total calculated
- $0
- Hours/week
- 1
-
Trisha Colton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Dixion
Director
- Total calculated
- $0
- Hours/week
- 1
-
Haley Heslip
Director
- Total calculated
- $0
- Hours/week
- 1
-
Heidi Hill
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jai Koolwal
Director
- Total calculated
- $0
- Hours/week
- 1
-
Shawna Kovacs
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mareijke Weidemann
Director
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Zaborowska
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413119349303171
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