BERKELEY HALL SCHOOL FOUNDATION (EIN 951683864) - 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

1911

Legal Domicile

Principal Officer

DR SARAH COLMAIRE

Phone

3104766421

Tax Period

2024-07-01 to 2025-06-30

BERKELEY HALL SCHOOL FOUNDATION, founded in 1911, is a mid-sized nonprofit in the Education sector that reported $12.5M in total revenue in fiscal year 2024. Expenses of $11.8M left a modest 6% surplus.

Mission

BERKELEY HALL SCHOOL PROVIDES A WELL-ROUNDED EDUCATION TO CHILDREN FROM DIVERSE BACKGROUNDS FROM THREE YEARS OLD THROUGH 8TH GRADE, STRESSING ACADEMICS,ATHLETICS, ARTS, SOCIAL DEVELOPMENT, LEADERSHIP, AND RESPONSIBLE CITIZENSHIP. THE 5-YEAR AVERAGE ENROLLMENT OF THE SCHOOL IS APPROXIMATELY 230 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 $1,087,188

Program Service Revenue $9,291,490

Investment Income $1,942,372

Other Revenue $187,091

TOTAL REVENUE $12,508,141

Expense Breakdown

Grants Paid $1,762,691

Salaries & Benefits $6,315,654

Fundraising Expenses $481,982

Program Expenses $8,921,986

Other Expenses $3,726,537

TOTAL EXPENSES $11,804,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,508,141	$12,480,603	+0.0%
Expenses	$11,804,882	$11,692,821	+0.0%
Net Income	$703,259	$787,782	-0.1%

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

Volunteers

386

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

$566,528

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRIN KENNEDY	CHAIR	2.00	Officer Director	$0	$0	$0
DEBBIE SIMMONS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET ANDREWS	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS LINDGREN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID CARTER	TRUSTEE	1.00	Director	$0	$0	$0
RON KRISEL	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD A LARSON	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS GIBBS	CFO THROUGH SEPTEMBER 2025	45.00	Officer	$158,501	$11,456	$169,957
SARAH COLMAIRE	HEAD OF SCHOOL	45.00	Officer	$317,726	$11,762	$329,488
ELISE YEN	INTERIM CFO BEGINNING SEPTEMBER 2025	45.00	Officer	$62,747	$4,336	$67,083
JOHN F ABDELNOUR	ADVANCEMENT - DIRECTOR	45.00	Highest	$153,770	$17,528	$171,298
COURTNEY GRADY	DIRECTOR OF CAMPUS OPERATIONS	45.00	Highest	$120,895	$7,453	$128,348
JAMIE L PATRICK	ASSISTANT HEAD OF SCHOOL: LOWER SCHOOL	45.00	Highest	$106,029	$3,122	$109,151
KENDALL SHOEMAKE	ASSISTANT HEAD OF SCHOOL: MIDDLE SCHOOL	45.00	Highest	$143,844	$11,094	$154,938
BARBARA N DENISI	TEACHER - KINDERGARTEN LEAD	45.00	Highest	$120,838	$8,951	$129,789

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	$12,508,141	$11,804,882	$30,414,503	$703,259
2024	No data	No data	No data	No data
2023	$11,619,610	$12,547,738	$26,966,112	$-928,128
2022	$12,682,160	$11,202,711	$27,121,443	$1,479,449
2021	$8,968,136	$9,488,939	$27,766,214	$-520,803
2020	$13,232,693	$9,808,744	$26,041,545	$3,423,949
2019	$10,362,482	$9,482,573	$23,025,560	$879,909
2018	$9,995,397	$8,298,164	$21,794,102	$1,697,233

BERKELEY HALL SCHOOL FOUNDATION