2024-05-13T15:41:42-07:00 2023-06-30 990 2022-07-01 431830400 BERRY FOUNDATION BERR 9134289940 1221 W 103rd Street No 301 Kansas City MO 64114 James Anderson Secretary & COO 9134289940 2024-05-13 James Anderson 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z X X Michael Hays 1224 W 103rd Street Unit 304 Kansas City MO 64114 87519291 0 X X 1973 MO The organization operates exclusively for religious, charitable, scientific, literary and educational purposes, by engaging directly in support of these purposes, and/or by making distributions to other nonprofit organizations in accordance with Internal Revenue Service rules and regulations. X 3 2 105 0 0 0 1713118 0 28883403 19769721 23767 57372360 6053840 559517 36674128 77701598 0 0 0 0 7682713 5757631 0 0 0 12423724 9193660 20106437 14951291 16567691 62750307 42955710 88992086 16767017 53086 26188693 88939000 X The organization operates exclusively for religious, charitable, scientific, literary and educational purposes, by engaging directly in support of these purposes, and/or by making distributions to other nonprofit organizations in accordance with Internal Revenue Service rules and regulations. 0 1 9536777 19769721 Continuing education, training, and development 0 0 461442 Resource materials 0 0 0 9536777 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 105 1 0 1 CA 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA IN X James Anderson 9134289940 1221 W 103rd Street No 301 Kansas City MO 64114 James Anderson President/CEO 40 X X 411614 0 31411 Michael Hays Director/Chief Strategy Officer 40 0 X X 251692 0 25273 Janet Turner VP - Marketing 40 0 X 251525 0 13799 Kenneth Owen VP - Workforce Training Solutions 40 0 X 237011 0 23659 James Krause VP - Information Technology 40 0 X 221928 0 9608 Paula Fields Treasurer/VP - Finance 40 0 X X 188806 0 13062 Chris Lamberto Director of Marketing 40 0 X 162746 0 11938 Theresa Singer VP - Training and Resource Dev 40 0 X 142753 0 5708 Kris Kolander Sr. Training Consultant 40 0 X 130518 0 14146 Roslyn Eastham Senior Training Consultant 40 0 X 124288 0 9005 Lloyd Kirk Sales Manager 40 0 X 118895 0 14112 Jennifer Williamson Senor Account Manager 40 0 X 123349 0 9015 Kathy Grier Asst. Secretary/HR Manager 40 0 X 87743 0 11446 Eugene Ruiz Director 1 0 X 0 0 0 Jeffrey Ayers Director 1 0 X 0 0 0 2452868 0 192182 22 0 1 0 0 0 Continuing education, training and development 611430 19769721 19769721 0 0 0 0 0 0 19769721 1632671 1632671 0 0 0 0 0 0 98075 98075 0 0 0 0 0 65500000 0 9760311 0 55739689 55739689 55739689 0 0 518824 57382 461442 461442 0 0 0 0 0 0 0 77701598 77701598 0 0 0 0 0 0 0 0 0 0 1764921 0 1764921 0 0 0 0 0 3117715 2837121 280594 0 137588 86680 50908 0 403314 266187 137127 0 334093 220501 113592 0 239258 0 239258 0 42117 0 42117 0 237324 0 237324 0 3117944 3117944 0 0 226014 180811 45203 0 274438 0 274438 0 150299 99197 51102 0 19920 19920 0 0 1675205 1675205 0 0 847488 839013 8475 0 107203 41708 65495 0 Program, Promotion and Development 1260571 114712 1145859 0 Transaction related expense 454960 0 454960 0 540919 37778 503141 0 14951291 9536777 5414514 0 3000614 100000 16855265 580014 611148 13480 25237052 36509 0 1124762 60440 847036 63001100 20480376 42955710 88992086 2469662 53086 14243497 0 53858 0 16767017 53086 X 0 0 0 0 26188693 88939000 26188693 88939000 42955710 88992086 62750307 0 0 0 0 0 X 0 0 0 X 0 71374880 63799972 32764974 31267823 20288545 219496194 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 71374880 63799972 32764974 31267823 20288545 219496194 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 219496194 678739 552152 246757 194452 1730746 3402846 0 0 0 0 0 0 678739 552152 246757 194452 1730746 3402846 0 0 0 0 0 0 0 0 0 0 0 0 72053619 64352124 33011731 31462275 22019291 222899040 0.98473 0.99134 0.01527 0.00866 X North America (including Canada and Mexico, but not the United States) 0 0 Program Services Continuing education and training 11000 0 0 11000 0 0 0 0 0 0 X X X 1 0 0 0 0 0 0 0 0 James Anderson President/CEO 411614 0 0 0 0 0 0 0 31411 0 443025 0 489714 0 Michael Hays Director/Chief Strategy Officer 251692 0 0 0 0 0 0 0 25273 0 276965 0 256283 0 Janet Turner VP - Marketing 251525 0 0 0 0 0 0 0 13799 0 265324 0 258228 0 Kenneth Owen VP - Workforce Training Solutions 237011 0 0 0 0 0 0 0 23659 0 260670 0 254190 0 James Krause VP - Information Technology 221928 0 0 0 0 0 0 0 9608 0 231536 0 234724 0 Paula Fields Treasurer/VP - Finance 188806 0 0 0 0 0 0 0 13062 0 201868 0 175756 0 Chris Lamberto Director of Marketing 162746 0 0 0 0 0 0 0 11938 0 174684 0 163933 0 Schedule J, Part I, Line 4 The organization sold its operating assets and liabilities to a for profit entity, Pryor Learning LLC, on February 28, 2023. Executives key to the sale process received retention bonuses after the closing that were deemed reasonable based on a CBIZ executive compensation study analyzing retention bonuses paid by other similar organizations and other relevant benchmark information, as approved by the independent members of the Board of Directors. See Schedule N for details. Operating assets and liabilities 2023-02-28 65500000 Auction conducted by an investment banking firm 922053228 Pryor Learning LLC 5700 Broadmoor Suite 300 Mission KS 66202 For Profit LLC 0 1 0 1 Schedule N, Part II, Line 2 The organization sold its operating assets and liabilities to a for profit entity, Pryor Learning LLC, on February 28, 2023. Executives key to the sale process received retention bonuses after the closing that were deemed reasonable based on a CBIZ executive compensation study analyzing retention bonuses paid by other similar organizations and other relevant benchmark information, as approved by the independent members of the Board of Directors. The following executives received retention bonuses: James Anderson, President & CEO ($404,000); Janet Turner, VP Marketing ($245,100); Kenneth Owen, VP Workforce Training Solutions ($240,800); James Krause, VP Information Technology ($225,800); Paula Fields, VP Finance & Treasurer ($185,000); and Theresa Singer ($137,500). Other than James Anderson, each of these executives became an employee of Pryor Learning LLC. Form 990, Part III, Line 3 The organization sold its operating assets and liabilities to a for profit entity, Pryor Learning LLC, on February 28, 2023. All of such sale proceeds will continue to be dedicated to the organization's tax exempt purposes as dictated in the organization's Articles of Incorporation. See Schedule N for details. Form 990, Part VI, Section B, Line 11b Upon completion of an internal review, a copy of the 990 is provided the Board of Directors for their review. Questions and comments are responded to prior to filing. Form 990, Part VI, Section B, Line 12c Annually, each "Interested Person" (as defined by the Conflict of Interest Policy) is required to file a Conflict of Interest Disclosure Statement ("Disclosure Statement"). In addition, Interested persons are required to file updated Disclosure Statements anytime potential or actual conflicts of interest arise. Form 990, Part VI, Section B, Line 15 The Board of Directors reviews and approves any changes in compensation of each officer and key employee. The review considers an independent study obtained from CBIZ and compensation data for comparable positions in similar organizations Form 990, Part VI, Section C, Line 19 Berry Foundation's ("Berry") Articles of Incorporation and amendments thereto are publicly available on the Missouri Secretary of State's website. Berry entertains requests for copies of its Conflict of Interest Policy. Berry provides financial information about the organization to the public upon request via its form 990. FPS Training Corp 1221 W 103rd Street No 301 Kansas City MO 64114 522335597 Inactive KS Berry Foundation S 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 On November 2, 2022 a From 8868 - Application for Automatic Extension of Time to File an Exempt Organization Return was filed on the Form 990 Online website with the IRS requesting an automatic 6-month extension of time until May 15, 2024 to file Berry Foundation's exempt organization return. The Form 990 Online website show this extension was "Accepted" by the IRS on November 2, 2022.