Berkeley High School Development Group (EIN 943173406) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

Elizabeth Stuart

Phone

5105938893

Tax Period

2024-07-01 to 2025-06-30

Berkeley High School Development Group, founded in 1991, is a small nonprofit in the Education sector that reported $722K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $638K left a modest 12% surplus.

Mission

Our mission is to support and strengthen the educational experience of all Berkeley High School students, including those at Berkeley Technology Academy and Berkeley Independent Studies.

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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 $705,847

Program Service Revenue $0

Investment Income $12,369

Other Revenue $3,920

TOTAL REVENUE $722,136

Expense Breakdown

Grants Paid $187,074

Salaries & Benefits $0

Fundraising Expenses $8,079

Program Expenses $571,923

Other Expenses $451,117

TOTAL EXPENSES $638,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$722,136	$529,183	+0.4%
Expenses	$638,191	$607,551	+0.1%
Net Income	$83,945	$-78,368	-2.1%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Stuart	President	5.00	Officer Director	$0	$0	$0
Amal Harrati	Treasurer	3.00	Officer Director	$0	$0	$0
Kathleen Berland	Vice President	2.00	Officer Director	$0	$0	$0
Carolyn Spencer-Mork	Secretary	2.00	Officer Director	$0	$0	$0
Daniella Brower Sueuga	Board Member	2.00	Director	$0	$0	$0
Amy Callaway	Board Member	1.00	Director	$0	$0	$0
Stacey Hara	Board Member	2.00	Director	$0	$0	$0
Rebecca Levenson	Board Member	2.00	Director	$0	$0	$0
Belinda Lyons-Newman	Board Member	2.00	Director	$0	$0	$0
Elizabeth Meyer	Board Member	2.00	Director	$0	$0	$0
Apollonia Morrill	Board Member	2.00	Director	$0	$0	$0
Chris Ramsdale	Director	3.00	Director	$0	$0	$0
David Schneider	Board Member	1.00	Director	$0	$0	$0
Stephanie Upp	Board Member	2.00	Director	$0	$0	$0
Maia Astera	Student Member	1.00	Director	$0	$0	$0
Ali Forbush	Student Member	1.00	Director	$0	$0	$0
Makayla Kirkwood	Student Member	1.00	Director	$0	$0	$0
Penn Lynch	Student Member	1.00	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	$722,136	$638,191	$624,040	$83,945
2024	$529,183	$607,551	$541,857	$-78,368
2023	$544,152	$674,967	$620,009	$-130,815
2022	$477,953	$375,442	$756,554	$102,511
2021	$386,522	$312,906	$648,304	$73,616
2020	$581,058	$389,366	$574,827	$191,692
2019	$603,705	$633,151	$389,132	$-29,446

Berkeley High School Development Group