Berkwood School

EIN: 941408159 501(c)(3) Education

Berkeley, CA

Total Revenue
$4,944,136
Total Expenses
$4,806,187
Total Assets
$3,452,705
Net Assets
$558,750
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
CA
Principal Officer
Love Weinstock
Phone
5108836990
Tax Period
2024-07-01 to 2025-06-30

Berkwood School, founded in 1951, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024.

Mission

K-8 education using a hands-on development curriculum that promotes deep and intuitive learning. Students achieve academic excellence by becoming critical thinkers and creative problem solvers.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $171,461
Program Service Revenue $4,189,267
Investment Income $3,441
Other Revenue $579,967
TOTAL REVENUE $4,944,136

Expense Breakdown

Grants Paid $1,248,844
Salaries & Benefits $2,565,691
Fundraising Expenses $8,001
Program Expenses $3,425,090
Other Expenses $991,652
TOTAL EXPENSES $4,806,187

Year-over-Year Comparison

2024 2023 Change
Revenue $4,944,136 $4,787,443 +0.0%
Expenses $4,806,187 $5,306,085 -0.1%
Net Income $137,949 $-518,642 -1.3%
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
28
Volunteers
83

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
4
$260,491
Total Directors
12
$0
Key Employees
1
$260,491
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Love Weinstock Ex-officio Trustee Head of School 40.00
Officer Key Emp Highest
$260,491 $0 $260,491
Alison Hall Maring Chair of the Board of Trustees 10.00
Officer Director
$0 $0 $0
Rob von Behren Treasurer 10.00
Officer Director
$0 $0 $0
Alexandra Dutton Secretary 10.00
Officer Director
$0 $0 $0
Garen Corbett Trustee 5.00
Director
$0 $0 $0
Chris Deegan Trustee 5.00
Director
$0 $0 $0
Lissette Dominguez Trustee 5.00
Director
$0 $0 $0
Ethan Escowitz Trustee 5.00
Director
$0 $0 $0
Dan Glass Trustee 5.00
Director
$0 $0 $0
Jeffrey Kasowitz Trustee 5.00
Director
$0 $0 $0
Alia Lilienstein Trustee 5.00
Director
$0 $0 $0
Jennifer Lyle Trustee 15.00
Director
$0 $0 $0
Jessica Wan Trustee 5.00
Director
$0 $0 $0
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 $4,944,136 $4,806,187 $3,452,705 $137,949
2024 $4,787,443 $5,306,085 $4,717,577 $-518,642
2023 $4,103,562 $4,415,630 $5,615,119 $-312,068
2022 $3,063,751 $3,283,638 $3,643,868 $-219,887
2021 $3,179,323 $2,992,330 $3,783,159 $186,993
2020 $2,666,223 $2,834,275 $2,488,684 $-168,052
2019 $2,927,361 $2,766,694 $2,454,842 $160,667
2018 $2,840,584 $2,733,200 $2,312,205 $107,384
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