THE BERKSHIRE SCHOOL INC

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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

1919

Legal Domicile

Principal Officer

PIETER M MULDER

Phone

4132298511

Tax Period

2024-07-01 to 2025-06-30

THE BERKSHIRE SCHOOL INC, founded in 1919, is a mid-sized nonprofit in the Education sector that reported $60.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $11.1M, a strong 18% operating margin.

Mission

TO PROVIDE YOUNG MEN AND WOMEN WITH THE INTELLECTUAL AND MORAL FOUNDATIONS AND THE LEADERSHIP SKILLS THAT WILL ENABLE THEM TO FLOURISH AS MEMBERS OF A FAMILY AND A COMMUNITY AS THEY CONFRONT THE CHALLENGES OF COLLEGE AND BEYOND.

Program Service Accomplishments

Program 1

Expenses: $32,615,799 Revenue: $32,516,175

INSTRUCTION OF APPROXIMATELY 433 HIGH SCHOOL AGED CHILDREN BY APPROXIMATELY 102 QUALIFIED INSTRUCTORS.

Program 2

Expenses: $2,043,860 Revenue: $1,041,949

CONDUCTING ATHLETIC PROGRAMS AND VARIOUS OTHER STUDENT ACTIVITIES.

Program 3

Expenses: $5,077,378 Revenue: $362,942

PROVIDING FOOD SERVICES AND SUPPLIES AND INFIRMARY FOR STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,975,099

Program Service Revenue $34,751,679

Investment Income $16,155,824

Other Revenue $62,528

TOTAL REVENUE $60,945,130

Expense Breakdown

Grants Paid $6,199,596

Salaries & Benefits $21,734,561

Fundraising Expenses $2,351,207

Program Expenses $39,737,037

Other Expenses $20,535,855

TOTAL EXPENSES $49,847,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,945,130	$54,622,135	+0.1%
Expenses	$49,847,612	$46,343,208	+0.1%
Net Income	$11,097,518	$8,278,927	+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

275

Volunteers

432

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

$1,168,492

Total Directors

$637,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PIETER M MULDER	SECRETARY/HEAD OF SCHOOL	40.00	Officer Director	$533,399	$103,951	$637,350
JAMES L HASKEL	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL A HERMAN	TREASURER/VICE CHAIR	1.00	Officer Director	$0	$0	$0
PETER BARKAN	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN BLOCK CASDIN	TRUSTEE	1.00	Director	$0	$0	$0
KENNY COARD	TRUSTEE	1.00	Director	$0	$0	$0
KATHARINE COUGHLIN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DEMMERT	TRUSTEE	1.00	Director	$0	$0	$0
RONEY EFORD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN ESPOSITO	TRUSTEE	1.00	Director	$0	$0	$0
JAMES FEELEY	TRUSTEE	1.00	Director	$0	$0	$0
PETER FREUND	TRUSTEE	1.00	Director	$0	$0	$0
KEN GAMMILL JR	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM GRACE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E HOOPER	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JOHNS	TRUSTEE	1.00	Director	$0	$0	$0
C KIRK KELLOGG	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW KOPEL	TRUSTEE	1.00	Director	$0	$0	$0
NICK KUNKLER	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN LEVI	TRUSTEE	1.00	Director	$0	$0	$0
ANN BRACKBILL MCKEE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MORAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID RONDEAU	TRUSTEE	1.00	Director	$0	$0	$0
HILLARY SCHAFER	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW SHARP	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE PICOTTE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SOFFER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS STEINER	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN WALSH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WATKINS	TRUSTEE	1.00	Director	$0	$0	$0
JERRY WEIL	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT S BOYD	ASST TREASURER/CFO	40.00	Officer	$406,751	$124,391	$531,142
PETER QUILTY	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$182,327	$42,768	$225,095
ANDREW BOGARDUS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$213,955	$54,869	$268,824
TIMOTHY J FULCO	DIRECTOR OF PHYSICAL PLANT	40.00	Highest	$161,256	$44,523	$205,779
VITALY NAZAROV	MEDICAL DIRECTOR	40.00	Highest	$178,705	$41,714	$220,419
CAROL VISNAPUU	DIRECTOR OF ADVANCEMENT OPERATIONS	40.00	Highest	$164,410	$15,472	$179,882

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	$60,945,130	$49,847,612	$403,273,561	$11,097,518
2024	$54,622,135	$46,343,208	$382,200,483	$8,278,927
2023	$48,315,665	$45,670,550	$362,780,790	$2,645,115
2022	$53,167,690	$42,324,890	$360,181,943	$10,842,800
2021	$46,820,350	$39,719,521	$328,476,974	$7,100,829
2020	$50,413,975	$37,050,593	$287,598,668	$13,363,382
2019	$37,467,936	$36,851,149	$286,986,830	$616,787
2018	$40,052,614	$36,032,106	$283,220,625	$4,020,508