The Berkeley School

EIN: 941571768 501(c)(3)

Berkeley, CA

Total Revenue
$7,180,066
Total Expenses
$7,521,648
Total Assets
$13,697,403
Net Assets
$4,672,217
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
Mitch Bostian
Phone
5106658800
Tax Period
2024-07-01 to 2025-06-30

The Berkeley School, founded in 1963, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

A preschool-8th grade independent school whose mission is to ignite curious minds, awaken generous hearts, and engage a changing world.

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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 $179,199
Program Service Revenue $6,715,998
Investment Income $227,767
Other Revenue $57,102
TOTAL REVENUE $7,180,066

Expense Breakdown

Grants Paid $891,618
Salaries & Benefits $5,114,384
Fundraising Expenses $70,666
Program Expenses $6,402,933
Other Expenses $1,515,646
TOTAL EXPENSES $7,521,648

Year-over-Year Comparison

2024 2023 Change
Revenue $7,180,066 $7,830,002 -0.1%
Expenses $7,521,648 $7,322,845 +0.0%
Net Income $-341,582 $507,157 -1.7%
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
8
Independent Members
8
Employees
75
Volunteers
100

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
7
$484,952
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mitchell Bostian Head of School 40.00
Officer
$299,302 $13,714 $313,016
Elise Wilks CFO 40.00
Officer
$167,939 $3,997 $171,936
Christine Chun Dir Teaching/Learn 40.00
$133,041 $9,652 $142,693
Lamar Johnson Dir Enrlmnt/Outrch 40.00
$121,669 $7,574 $129,243
Randy Yee Controller 40.00
$111,247 $13,818 $125,065
Rebecca Blythe EC Campus Director 40.00
$113,272 $1,484 $114,756
Lisa Haney Chair 4.00
Officer Director
$0 $0 $0
Alegria Barclay Vice Chair 4.00
Officer Director
$0 $0 $0
Bhumi Shah Treasurer 4.00
Officer Director
$0 $0 $0
Jessica Boualavong Secretary 4.00
Officer Director
$0 $0 $0
Kate Ai Lee Past Treasurer 4.00
Officer Director
$0 $0 $0
Tim Nunes Trustee 4.00
Director
$0 $0 $0
Andy Singer Trustee 4.00
Director
$0 $0 $0
Free Gary Trustee 4.00
Director
$0 $0 $0
Carol Starks Trustee 4.00
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 $7,180,066 $7,521,648 $13,697,403 $-341,582
2024 $7,830,002 $7,322,845 $15,070,001 $507,157
2023 $7,400,839 $7,602,914 $13,264,717 $-202,075
2022 $9,017,937 $7,494,739 $12,952,438 $1,523,198
2021 $7,547,256 $6,918,251 $11,572,744 $629,005
2020 $7,761,867 $8,232,850 $11,350,909 $-470,983
2019 $8,107,056 $8,055,694 $12,393,435 $51,362
2018 $7,799,641 $7,766,326 $12,331,719 $33,315
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