Berkley Accelerated Middle School Inc
Nonprofit profile at a glance
- EIN
- 450536309
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Auburndale, FL, USA
- Phone
- 8639842400
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Charter Schools
Reported finances
- Revenue
- $6,149,887
- Expenses
- $6,007,861
- Assets
- $8,683,756
- Liabilities
- $9,701,970
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Highest reported compensation
- JILL BOLENDER (PRINCIPAL): $125,315 total reported compensation
- BRIAN SAWYER (ASSISTANT PRINCIPAL): $110,476 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
BAMS is committed to inspiring our students Believe in Better, to encourage them to aspire to higher learning, and challenge them to achieve their maximum individual potential while providing a supportive and safe educational environment.
What it reported doing in 2024
The charter school serves students in grades six through ten.the school creates a learning environment that promotes communal organization, goal-setting and personal development. The school achieves this learning environment through use of positive enhancements such as inservice and parent involvement.
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 100
- Accountability: 95
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 97.2%; rating input score 97
- Program expense ratio: 99.5%; rating input score 100
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.3%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 1.45; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 1.12; rating input score 4; 4th percentile among comparable filings
- Officer compensation ratio: 3.9%; rating input score 62; 62nd percentile among comparable filings
Growth
- Program expense growth: 5.6% per year; rating input score 100; 43rd percentile among comparable filings
- Revenue growth: 5.3% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 2.1% per year; rating input score 100; 20th percentile among comparable filings
Details
- Where the money goes: 97.2% of revenue deployed · 99.5% of spending went to programs
- Governance: 10 of 10 board members independent · 7 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $6M in reported program spending
- Leadership: top reported pay $125K · 13 people listed
- Consistency: 17 of 17 current checks pass
- Schedules: 4 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 42/100.
- Review — Accountability: Governance controls: Whistleblower policy not reported.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- High — Sustainability: Liabilities to assets ratio scored 4/100.