To provide educational services through the operation of The Berkeley School

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 350 volunteers and 100 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $24K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$946K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $5.1M in investments, Pt X · Ln 11–13
Fine: 0.5 months of spending in cash, plus $5.1M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $86K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.0M
66% of total assets
Worth a look: liabilities are 66% of assets; over 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.2M
-8% vs prior year
Spent
$7.5M
To programs
85%
Net assets
$4.7M
By yearFY2020–FY2025
Revenue
$7.2M
FY2025▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.8M
FY2021$7.5M
FY2023$7.4M
FY2024$7.8M
FY2025$7.2M
Expenses
$7.5M
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.2M
FY2021$6.9M
FY2023$7.6M
FY2024$7.3M
FY2025$7.5M
Net assets
$4.7M
FY2025▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.6M
FY2021$3.2M
FY2023$4.5M
FY2024$5.0M
FY2025$4.7M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $6.4M Management & general 14% · $1.0M Fundraising 1% · $71K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $946K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Head of School
$299,302Pt VII · Sec A
$167,939Pt VII · Sec A
Dir Teaching/Learn
$133,041Pt VII · Sec A
Dir Enrlmnt/Outrch
$121,669Pt VII · Sec A
Ec Campus Director
$113,272Pt VII · Sec A
Controller
$111,247Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Mitch Bostian——$329,365$304,208$272,329
Mitchell Bostian$299,302$319,726———
Elise Wilks$167,939$165,227$141,300——
Amy Coty———$161,264$158,597
Araxi Gundelfinger———$135,601$119,946
Christine Chun$133,041$130,554$122,062——
Bliss Tobin———$121,721$115,172
Lamar Johnson$121,669$119,077$111,552——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Berkeley School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Operates a school offering educational services.

Questions for The Berkeley School

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Your first name shows with your question. The Berkeley School answers here, for everyone.

Provided by the organization

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1 program · $6.4M · in their own filed words · FY2024
01

Educational services through the operation of The Berkeley School, elementary, kindergarten & day care for approximately 170 students.

$6.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
See all 6 funders →
Grants paid · 1 grant · $892K · 2024–2024
Unitemized GrantFY2024$891,618

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$7.2M
Ln 12
Fees for servicesLn 2g$6.7M
Investment incomeLn 3$228K
Gifts and grantsLn 1h$179K
Money outPt IX
$7.5M
Ln 25
Programscol B$6.4M
Managementcol C$1.0M
Fundraisingcol D$71K
Owns and owesPt X
$4.7M
net assets · Ln 32
Cash and savingsLn 1–2$332K
Total assetsLn 16$13.7M
LiabilitiesLn 26$9.0M
PeoplePt VI, VII
15
listed · VII A
PaidVII A6
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$179K
Noncash giftsLn 1g$63K
Fees for servicesLn 2g$6.7M
Investment incomeLn 3$228K
Other incomeLn 4–11$57K
Gains on assetsLn 7$0
Total revenueLn 12$7.2M
Assets in detailPt X, end of year
CashLn 1$33K
SavingsLn 2$299K
Cash and savings togetherLn 1–2$332K
InvestmentsLn 11–13$5.1M
Land, buildings, equipmentLn 10c$6.2M
Other assetsLn 15$1.7M
Total assetsLn 16$13.7M
LiabilitiesLn 26$9.0M
Net assetsLn 32$4.7M
OperationsPt I, VI
EmployeesI 5100
VolunteersI 6350
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$325K$332K
InvestmentsLn 11–13$6.2M$5.1M
Land, buildings, equipmentLn 10c$6.4M$6.2M
Total assetsLn 16$15.1M$13.7M
LiabilitiesLn 26$10.1M$9.0M
Net assetsLn 32$5.0M$4.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$892K$892K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$563K$338K$214K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$3.8M$3.5M$270K$17K
Pension plan contributionsLn 8$23K$22K$879$68
Other employee benefitsLn 9$448K$398K$46K$3K
Payroll taxesLn 10$318K$281K$35K$2K
Management feesLn 11a$0
Legal feesLn 11b$57K$57K
Accounting feesLn 11c$31K$31K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$180K$180K
Office expensesLn 13$81K$20K$56K$4K
Information technologyLn 14$116K$87K$23K$6K
RoyaltiesLn 15$0
OccupancyLn 16$211K$190K$15K$6K
TravelLn 17$45K$45K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$150K$135K$10K$4K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$322K$290K$23K$10K
InsuranceLn 23$72K$39K$32K$1K
Other expenses (24a–d)Ln 24$250K$192K$54K$5K
All other expensesLn 24e$0
Total functional expensesLn 25$7.5M$6.4M$1.0M$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $7.2M$7.5M−$342K$4.7M 990 PDF
FY2024 $7.8M$7.3M$507K$5.0M 990 PDF
FY2023 $7.4M$7.6M−$202K$4.5M 990 PDF
FY2022 Not on file
FY2021 $7.5M$6.9M$629K$3.2M 990 PDF
FY2020 $7.8M$8.2M−$471K$2.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $7,180,066 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $255,931$179,199
I-9 Program service revenuePrior year $7,309,671$6,715,998
I-10 Investment incomePrior year $261,568$227,767
I-11 Other revenuePrior year $2,832$57,102
I-12 Total revenuePrior year $7,830,002$7,180,066
I-13 Grants and similar amounts paidPrior year $963,156$891,618
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,832,401$5,114,384
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,527,288$1,515,646
I-18 Total expensesPrior year $7,322,845$7,521,648
I-19 Revenue less expensesPrior year $507,157−$341,582
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,180,066 across 11 lines filed
VIII-1f All other contributions, gifts and grants$179,199
VIII-1g Noncash contributions (included above)$62,763
VIII-1h Total contributions, gifts and grants$179,199
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,715,998$6,715,998
VIII-3 Investment incomeExcluded from tax $227,767$227,767
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $12,000$12,000
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $45,102$45,102
VIII-12 Total revenueRelated to mission $6,727,998 · Excluded from tax $272,869$7,180,066
Part IX · Statement of functional expenses $7,521,648 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $891,618$891,618
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $337,883 · Management $213,993 · Fundraising $11,263$563,139
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $3,475,327 · Management $269,913 · Fundraising $17,439$3,762,679
IX-8 Pension plan contributionsPrograms $21,685 · Management $879 · Fundraising $68$22,632
IX-9 Other employee benefitsPrograms $398,296 · Management $46,427 · Fundraising $2,788$447,511
IX-10 Payroll taxesPrograms $281,059 · Management $35,269 · Fundraising $2,095$318,423
IX-11a Management fees$0
IX-11b Legal feesManagement $57,022$57,022
IX-11c Accounting feesManagement $31,470$31,470
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionManagement $179,685$179,685
IX-13 Office expensesPrograms $20,216 · Management $56,408 · Fundraising $4,454$81,078
IX-14 Information technologyPrograms $87,085 · Management $23,223 · Fundraising $5,806$116,114
IX-15 Royalties$0
IX-16 OccupancyPrograms $189,802 · Management $14,762 · Fundraising $6,327$210,891
IX-17 TravelPrograms $45,430$45,430
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $134,812 · Management $10,486 · Fundraising $4,493$149,791
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $289,668 · Management $22,530 · Fundraising $9,656$321,854
IX-23 InsurancePrograms $38,512 · Management $32,248 · Fundraising $1,284$72,044
IX-24 Other expenses (24a–d)Programs $191,540 · Management $53,734 · Fundraising $4,993$250,267
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $6,402,933 · Management $1,048,049 · Fundraising $70,666$7,521,648
Part X · Balance sheet $13,697,403 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $96,809$33,231
X-2 Savings and temporary cash investmentsStart of year $228,104$298,931
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $356,288$386,108
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $57,106$49,154
X-10c Land, buildings and equipment, netStart of year $6,408,092$6,152,147
X-11 Publicly traded securitiesStart of year $6,152,852$5,055,617
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $1,770,750$1,722,215
X-16 Total assetsStart of year $15,070,001$13,697,403
X-17 Accounts payable and accrued expensesStart of year $705,825$676,011
X-19 Deferred revenueStart of year $3,253,323$2,494,048
X-20 Tax-exempt bond liabilitiesStart of year $4,326,304$4,132,912
X-25 Other liabilitiesStart of year $1,770,750$1,722,215
X-26 Total liabilitiesStart of year $10,056,202$9,025,186
X-27 Net assets without donor restrictionsStart of year $4,954,089$4,572,770
X-28 Net assets with donor restrictionsStart of year $59,710$99,447
X-32 Total net assets or fund balancesStart of year $5,013,799$4,672,217
X-33 Total liabilities and net assetsStart of year $15,070,001$13,697,403
Part XI · Reconciliation of net assets $4,672,217 net assets at year end
XI-1 Total revenue$7,180,066
XI-2 Total expenses$7,521,648
XI-3 Revenue less expenses−$341,582
XI-4 Net assets at start of year$5,013,799
XI-10 Net assets at end of year$4,672,217

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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