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Berry Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Adult, Continuing Education (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$77.7M (2023)

Expenses
$15M (2023)

Total Assets
$89M (2023)

Total Liabilities
$53.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,701,598
Expenses
$14,951,291
Net Income
$62,750,307
Net Assets
$88,939,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,769,721
25.4%
Investment Income $1,632,671
2.1%
Bond Proceeds $0
Royalties $98,075
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,739,689
71.7%
Net Inventory Sales $461,442
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,764,921
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,117,715
20.9%
Assets/Debt
Total Assets $88,992,086
Total Liabilities $53,086
Net Assets $88,939,000
Compensation
Key Employees and Officers Compensation Related Other
James Anderson (President/Ceo) $411,614 $0 $31,411
Michael Hays (Director/Chief Strategy Officer) $251,692 $0 $25,273
Janet Turner (Vp Marketing) $251,525 $0 $13,799
Kenneth Owen (Vp Workforce Training Solutions) $237,011 $0 $23,659
James Krause (Vp Information Technology) $221,928 $0 $9,608
Paula Fields (Treasurer/Vp Finance) $188,806 $0 $13,062
Chris Lamberto (Director Of Marketing) $162,746 $0 $11,938
Theresa Singer (Vp Training And Resource Dev) $142,753 $0 $5,708
Kris Kolander (Sr. Training Consultant) $130,518 $0 $14,146
Roslyn Eastham (Senior Training Consultant) $124,288 $0 $9,005
Jennifer Williamson (Senor Account Manager) $123,349 $0 $9,015
Lloyd Kirk (Sales Manager) $118,895 $0 $14,112
Kathy Grier (Asst. Secretary/Hr Manager) $87,743 $0 $11,446
Eugene Ruiz (Director) $0 $0 $0
Jeffrey Ayers (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,674,128
Expenses
$20,106,437
Net Income
$16,567,691
Net Assets
$26,188,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,713,118
4.7%
Program Services $28,883,403
78.8%
Investment Income $23,767
0.1%
Bond Proceeds $0
Royalties $169,242
0.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $599,558
1.6%
Other Revenue $5,285,040
14.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,777,588
8.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,564,976
22.7%
Assets/Debt
Total Assets $42,955,710
Total Liabilities $16,767,017
Net Assets $26,188,693
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James Anderson (President/Ceo) $475,199 $0 $14,515
Janet Turner (Vp Marketing) $254,243 $0 $3,985
Michael Hays (Director/Chief Strategy Officer) $241,747 $0 $14,536
Kenny Owen (Vp Workforce Training Solutions) $240,839 $0 $13,351
James Krause (Vp Information Technology) $225,574 $0 $9,150
Paula Fields (Treasurer/Vp Finance) $170,370 $0 $5,386
Chris Lamberto (Director Of Marketing) $158,446 $0 $5,487
Jennifer Fowler (Sr. Training Consultant) $146,709 $0 $8,531
Kris Kolander (Sr. Training Consultant) $133,041 $0 $13,472
Jennifer Williamson (Senor Account Manager) $131,962 $0 $8,586
Darren Cauthon (Senior Web Developer) $125,358 $0 $12,197
Kathy Grier (Asst. Secretary/Hr Manager) $85,768 $0 $5,272
Eugene Ruiz (Director) $0 $0 $0
Jeffrey Ayers (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,670,383
Expenses
$21,376,787
Net Income
$11,293,596
Net Assets
$9,621,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,765,905
5.4%
Program Services $30,192,295
92.4%
Investment Income $0
Bond Proceeds $5,904
0.0%
Royalties $240,852
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $465,427
1.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,575,599
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,708,817
17.3%
Assets/Debt
Total Assets $40,300,211
Total Liabilities $30,679,209
Net Assets $9,621,002
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James Anderson (President/Ceo) $320,974 $0 $20,453
Janet Turner (Vp Marketing) $231,085 $0 $6,194
Kenny Owen (Vp Workforce Training Solutions) $214,594 $0 $15,963
James Krause (Vp Information Technology) $199,362 $0 $9,369
Michael Hays (Director/Chief Strategy Officer) $164,196 $0 $16,343
Jennifer Williamson (Senor Account Manager) $152,374 $0 $11,913
Paula Fields (Treasurer/Vp Finance) $147,677 $0 $8,054
Chris Lamberto (Director Of Marketing) $143,816 $0 $8,452
Darren Cauthon (Senior Web Developer) $120,271 $0 $4,554
Tessa Singer (Vp Training Resources & Development) $104,327 $0 $3,106
Dana Mazeitis (Senior Training Consultant) $104,159 $0 $3,321
Kathy Grier (Asst. Secretary/Hr Manager) $78,007 $0 $6,435
Eugene Ruiz (Director) $0 $0 $0
Jeff Ayers (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,559,492
Expenses
$69,086,935
Net Income
-$5,527,443
Net Assets
-$1,672,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,257,586
96.4%
Investment Income $53,327
0.1%
Bond Proceeds $0
Royalties $498,825
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,749,754
2.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,577,690
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $6,509,549
9.4%
Assets/Debt
Total Assets $35,786,282
Total Liabilities $37,458,876
Net Assets -$1,672,594
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James Anderson (President/Ceo) $387,937 $0 $24,528
Michael Hays (Director/Chief Strategy Officer) $265,951 $0 $23,874
Janet Turner (Vp Marketing) $238,635 $0 $14,043
Kenny Owen (Vp Workforce Training Solutions) $221,552 $0 $24,715
James Krause (Vp Information Technology) $202,766 $0 $17,234
Paula Fields (Treasurer/Vp Finance) $146,456 $0 $12,949
Chris Lamberto (Director Of Marketing) $137,808 $0 $23,730
Jennifer Williamson (Senor Account Manager) $136,370 $0 $16,241
Lloyd Kirk (Sales Manager) $129,605 $0 $23,767
Kim Coffer (Senior Account Manager) $127,602 $0 $7,039
Darren Cauthon (Senior Web Developer) $122,828 $0 $6,442
Kathy Grier (Asst. Secretary/Hr Manager) $80,015 $0 $10,117
Nan Harrison (Vp Training Resources & Development) $34,378 $0 $1,634
Eugene Ruiz (Director) $0 $0 $0
Jeff Ayers (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,032,495
Expenses
$76,036,760
Net Income
-$5,004,265
Net Assets
$3,854,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,286,046
96.1%
Investment Income $125,812
0.2%
Bond Proceeds $0
Royalties $552,927
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,055,617
2.9%
Other Revenue $12,093
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,071,543
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,813,137
9.0%
Assets/Debt
Total Assets $42,608,581
Total Liabilities $38,753,732
Net Assets $3,854,849
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Hays (Director/Chief Strategy Officer) $392,984 $0 $24,363
James Anderson (President/Ceo) $361,280 $0 $20,136
Janet Turner (Vp Marketing) $237,507 $0 $13,427
Nan Harrison (Vp Training Resources & Development) $233,307 $0 $10,213
Kenny Owen (Vp Workforce Training Solutions) $221,657 $0 $19,408
James Krause (Vp Information Technology) $206,827 $0 $11,398
Kim Coffer (Senior Account Manager) $160,719 $0 $5,151
Chris Lamberto (Director Of Marketing) $137,720 $0 $17,277
Paula Fields (Treasurer/Vp Finance) $124,603 $0 $9,737
Lloyd Kirk (Sales Manager) $118,789 $0 $11,832
Darren Cauthon (Senior Web Developer) $116,205 $0 $7,745
Dana Mazeitis (Senior Training Consultant) $111,106 $0 $4,219
Kathy Grier (Asst. Secretary/Hr Manager) $80,662 $0 $8,361
Eugene Ruiz (Director) $0 $0 $0
Jeff Ayers (Director) $0 $0 $0
Scott Mc Ruer (Director/Chairman) $0 $0 $0
Dennis Fisher (Director) $0 $0 $0
Eric Wade (Director) $0 $0 $0
Judy Simonitsch (Director/Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,526,103
Expenses
$71,785,601
Net Income
-$259,498
Net Assets
$8,859,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,818,953
96.2%
Investment Income $131,588
0.2%
Bond Proceeds $0
Royalties $567,600
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,007,962
2.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,548,504
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $8,363,547
11.7%
Assets/Debt
Total Assets $46,560,081
Total Liabilities $37,700,967
Net Assets $8,859,114
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Hays (President/Ceo) $392,874 $0 $22,869
James Anderson (Cfo/Treasurer) $354,190 $0 $18,573
Janet Turner (Vp Marketing) $231,711 $0 $14,212
Nan Harrison (Vp Training Resources & Development) $228,163 $0 $9,997
Kenny Owen (Vp Workforce Training Solutions) $216,538 $0 $19,379
James Krause (Vp Information Technology) $195,245 $0 $10,261
Kim Coffer (Sales Manager) $139,660 $0 $4,524
Chris Lamberto (Director Of Marketing) $136,320 $0 $15,580
Jennifer Williamson (Senior Account Manager) $126,367 $0 $11,837
Paula Fields (Controller) $121,248 $0 $9,129
Jennifer Fowler (Senior Account Manager) $118,209 $0 $9,456
Kathy Grier (Assistant Secretary) $76,856 $0 $9,576
Scott Mc Ruer (Director/Chairman) $0 $0 $0
Eugene Ruiz (Director/Vice Chairman) $0 $0 $0
Dennis Fisher (Director) $0 $0 $0
Eric Wade (Director) $0 $0 $0
Judy Simonitsch (Director/Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,979,563
Expenses
$80,572,056
Net Income
-$4,592,493
Net Assets
$9,118,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,132,051
96.3%
Investment Income $8,093
0.0%
Bond Proceeds $0
Royalties $547,533
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,291,886
3.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,490,628
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,261,635
10.3%
Assets/Debt
Total Assets $55,321,087
Total Liabilities $46,202,475
Net Assets $9,118,612

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,199,029
Expenses
$82,055,498
Net Income
-$9,856,469
Net Assets
$13,711,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,550,129
94.9%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $557,864
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,090,995
4.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,134,120
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $6,952,059
8.5%
Assets/Debt
Total Assets $55,590,764
Total Liabilities $41,879,659
Net Assets $13,711,105

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,174,681
Expenses
$81,867,858
Net Income
-$11,693,177
Net Assets
$23,567,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,833,562
93.8%
Investment Income $136
0.0%
Bond Proceeds $0
Royalties $588,401
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,752,582
5.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $588,675
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,938,620
8.5%
Assets/Debt
Total Assets $56,387,310
Total Liabilities $32,819,736
Net Assets $23,567,574

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,462,392
Expenses
$84,714,872
Net Income
-$11,252,480
Net Assets
-$99,345,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,126,105
92.7%
Investment Income $239
0.0%
Bond Proceeds $0
Royalties $643,087
0.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,692,961
6.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $589,023
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,203,775
7.3%
Assets/Debt
Total Assets $16,904,180
Total Liabilities $116,249,321
Net Assets -$99,345,141

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,885,628
Expenses
$78,026,601
Net Income
-$8,140,973
Net Assets
-$88,092,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,221,618
90.5%
Investment Income $132
0.0%
Bond Proceeds $0
Royalties $814,104
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $5,849,774
8.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $534,692
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $5,107,994
6.5%
Assets/Debt
Total Assets $18,450,762
Total Liabilities $106,543,423
Net Assets -$88,092,661

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,008,785
Expenses
$88,113,768
Net Income
-$15,104,983
Net Assets
-$79,951,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,475,869
88.3%
Investment Income $251
0.0%
Bond Proceeds $0
Royalties $911,325
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $7,621,340
10.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $520,497
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $4,998,493
5.7%
Assets/Debt
Total Assets $18,794,824
Total Liabilities $98,746,512
Net Assets -$79,951,688

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,970,524
Expenses
$79,977,972
Net Income
-$7,007,448
Net Assets
-$64,846,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,727,997
88.7%
Investment Income $171
0.0%
Bond Proceeds $0
Royalties $737,850
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $7,504,506
10.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $521,846
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,930,255
4.9%
Assets/Debt
Total Assets $26,273,737
Total Liabilities $91,120,442
Net Assets -$64,846,705

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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