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.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
4 of 6
filings with a surplus
Average surplus $824K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $16.3M in investments, Pt X · Ln 11–13
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $1.4M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6.2M
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.0M
-32% vs prior year
Spent
$9.5M
To programs
72%
Net assets
$21.6M
By yearFY2020–FY2025
Revenue
$9.0M
FY2021▼ -32%
Tap a bar for its year
Revenue by fiscal year
FY2020$13.2M
FY2021$9.0M
FY2022$12.7M
FY2023$11.6M
FY2024$12.5M
FY2025$12.5M
Expenses
$9.5M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.8M
FY2021$9.5M
FY2022$11.2M
FY2023$12.5M
FY2024$11.7M
FY2025$11.8M
Net assets
$21.6M
FY2021▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$19.6M
FY2021$21.6M
FY2022$20.6M
FY2023$21.0M
FY2024$23.6M
FY2025$24.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1935.

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

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $6.9M Management & general 23% · $2.2M Fundraising 5% · $480K

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

19 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
The Head of School
$364,432Pt VII · Sec A
Dean of Academics
$150,114Pt VII · Sec A
$143,442Pt VII · Sec A
Director of Advancement
$139,909Pt VII · Sec A
Dean of Students
$132,638Pt VII · Sec A
$113,631Pt VII · Sec A
$106,239Pt VII · Sec A
$17,000Pt VII · Sec A

Sarah Colmaire’s $318K as Head of School is at the 68th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lisle Staley Stigler——$148,608$257,864$364,432$336,190
Sarah Colmaire$317,726$225,500$164,794$160,924$150,114$136,767
Nikki Gamrath—$158,557$287,372$129,533——
Douglas Gibbs$158,501$178,168$177,336$173,331$17,000—
Richard Peters————$143,442$165,790
Morse Karen Lea——$116,259$161,149——
John F Abdelnour$153,770$146,776————
Kendall Shoemake$143,844$113,286————

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 Berkeley Hall School Foundation 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

Educates children aged three to eighth grade in academics, arts, athletics, and citizenship.

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Provided by the organization

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1 program · $6.9M · in their own filed words · FY2020
01

Founded in 1911, berkeley hall is a NURSERY-8TH grade independent school nestled on 66 acres of natural beauty in los angeles, ca. Total enrollment was 215, with an average class size of 15 students.

$6.9Mprogram 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 · FY2024
See all 5 funders →
Grants paid · 11 grants · $4.9M · 2019–2023
Unitemized GrantFY2023$1,406,330
Unitemized GrantFY2023$78,273
Unitemized GrantFY2023$64,775
Unitemized GrantFY2022$1,475,084
Unitemized GrantFY2022$97,900
Unitemized GrantFY2022$51,350
Unitemized GrantFY2021$1,484,832
Unitemized GrantFY2021$104,110
Unitemized GrantFY2021$59,470
Unitemized GrantFY2020$12,014
Unitemized GrantFY2019$28,460

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$9.0M
Ln 12
Fees for servicesLn 2g$7.6M
Gifts and grantsLn 1h$771K
Investment incomeLn 3$399K
Money outPt IX
$9.5M
Ln 25
Programscol B$6.9M
Managementcol C$2.2M
Fundraisingcol D$480K
Owns and owesPt X
$21.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$27.8M
LiabilitiesLn 26$6.2M
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$771K
Fees for servicesLn 2g$7.6M
Investment incomeLn 3$399K
Other incomeLn 4–11$204K
Gains on assetsLn 7$52K
Total revenueLn 12$9.0M
Assets in detailPt X, end of year
CashLn 1$332K
SavingsLn 2$2.7M
Cash and savings togetherLn 1–2$3.0M
InvestmentsLn 11–13$16.3M
Land, buildings, equipmentLn 10c$8.3M
Total assetsLn 16$27.8M
LiabilitiesLn 26$6.2M
Net assetsLn 32$21.6M
OperationsPt I, VI
EmployeesI 5112
VolunteersI 6338
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 FY21End FY21
Cash and savingsLn 1–2$2.6M$3.0M
InvestmentsLn 11–13$13.6M$16.3M
Land, buildings, equipmentLn 10c$8.6M$8.3M
Total assetsLn 16$26.0M$27.8M
LiabilitiesLn 26$6.5M$6.2M
Net assetsLn 32$19.6M$21.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.6M$1.6M
Pay of current officers, directors and key staffLn 5$696K$328K$331K$37K
Other salaries and wagesLn 7$3.9M$2.7M$889K$305K
Pension plan contributionsLn 8$195K$103K$73K$20K
Other employee benefitsLn 9$212K$120K$78K$15K
Payroll taxesLn 10$311K$186K$102K$23K
Legal feesLn 11b$33K$8K$24K$972
Accounting feesLn 11c$46K$11K$34K$1K
Investment management feesLn 11f$75K$75K
Other fees for servicesLn 11g$57K$37K$20K
Advertising and promotionLn 12$54K$54K
Office expensesLn 13$290K$181K$88K$21K
Information technologyLn 14$154K$109K$43K$3K
OccupancyLn 16$754K$630K$103K$20K
TravelLn 17$11K$6K$5K$685
Conferences, conventions and meetingsLn 19$169K$105K$52K$12K
InterestLn 20$81K$15K$65K$493
Depreciation, depletion and amortizationLn 22$592K$491K$85K$17K
InsuranceLn 23$110K$96K$11K$3K
Other expenses (24a–d)Ln 24$161K$81K$80K$152
Total functional expensesLn 25$9.5M$6.9M$2.2M$480K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.5M$11.8M$703K$24.2M 990 PDF
FY2024 $12.5M$11.7M$788K$23.6M 990 PDF
FY2023 $11.6M$12.5M−$928K$21.0M 990 PDF
FY2022 $12.7M$11.2M$1.5M$20.6M 990 PDF
FY2021 Viewing $9.0M$9.5M−$521K$21.6M 990 PDF
FY2020 $13.2M$9.8M$3.4M$19.6M 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 J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $8,968,136 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,075,852$770,654
I-9 Program service revenuePrior year $8,725,299$7,594,738
I-10 Investment incomePrior year $300,135$398,860
I-11 Other revenuePrior year $131,407$203,884
I-12 Total revenuePrior year $13,232,693$8,968,136
I-13 Grants and similar amounts paidPrior year $1,584,325$1,629,849
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,352,995$5,271,243
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,871,424$2,587,847
I-18 Total expensesPrior year $9,808,744$9,488,939
I-19 Revenue less expensesPrior year $3,423,949−$520,803
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $8,968,136 across 8 lines filed
VIII-1f All other contributions, gifts and grants$770,654
VIII-1h Total contributions, gifts and grants$770,654
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,594,738$7,594,738
VIII-3 Investment incomeExcluded from tax $346,999$346,999
VIII-6 Net rental income or lossExcluded from tax $130,970$130,970
VIII-7 Net gain or loss on sales of assetsExcluded from tax $51,861$51,861
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $72,914$72,914
VIII-12 Total revenueRelated to mission $7,594,738 · Unrelated business $0 · Excluded from tax $602,744$8,968,136
Part IX · Statement of functional expenses $9,488,939 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $1,629,849$1,629,849
IX-5 Pay of current officers, directors and key staffPrograms $328,493 · Management $330,673 · Fundraising $36,905$696,071
IX-7 Other salaries and wagesPrograms $2,662,485 · Management $889,275 · Fundraising $305,157$3,856,917
IX-8 Pension plan contributionsPrograms $102,593 · Management $73,020 · Fundraising $19,653$195,266
IX-9 Other employee benefitsPrograms $119,885 · Management $77,528 · Fundraising $14,660$212,073
IX-10 Payroll taxesPrograms $185,670 · Management $101,897 · Fundraising $23,349$310,916
IX-11b Legal feesPrograms $7,949 · Management $24,486 · Fundraising $972$33,407
IX-11c Accounting feesPrograms $11,001 · Management $33,884 · Fundraising $1,346$46,231
IX-11f Investment management feesManagement $74,700$74,700
IX-11g Other fees for servicesPrograms $37,422 · Management $19,850$57,272
IX-12 Advertising and promotionPrograms $53,893$53,893
IX-13 Office expensesPrograms $180,894 · Management $87,691 · Fundraising $21,156$289,741
IX-14 Information technologyPrograms $109,093 · Management $42,767 · Fundraising $2,602$154,462
IX-16 OccupancyPrograms $630,207 · Management $103,213 · Fundraising $20,478$753,898
IX-17 TravelPrograms $5,770 · Management $4,902 · Fundraising $685$11,357
IX-19 Conferences, conventions and meetingsPrograms $104,727 · Management $51,987 · Fundraising $12,152$168,866
IX-20 InterestPrograms $15,388 · Management $64,733 · Fundraising $493$80,614
IX-22 Depreciation, depletion and amortizationPrograms $491,040 · Management $84,607 · Fundraising $16,786$592,433
IX-23 InsurancePrograms $95,882 · Management $11,194 · Fundraising $3,278$110,354
IX-24 Other expenses (24a–d)Programs $80,594 · Management $79,873 · Fundraising $152$160,619
IX-25 Total functional expensesPrograms $6,852,835 · Management $2,156,280 · Fundraising $479,824$9,488,939
Part X · Balance sheet $27,766,214 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $422,688$331,581
X-2 Savings and temporary cash investmentsStart of year $2,170,512$2,663,646
X-4 Accounts receivableStart of year $94,446$38,036
X-9 Prepaid expenses and deferred chargesStart of year $94,751$133,941
X-10c Land, buildings and equipment, netStart of year $8,553,948$8,280,150
X-11 Publicly traded securitiesStart of year $13,633,038$16,318,860
X-16 Total assetsStart of year $26,041,545$27,766,214
X-17 Accounts payable and accrued expensesStart of year $837,935$702,182
X-19 Deferred revenueStart of year $3,495,194$3,509,426
X-25 Other liabilitiesStart of year $57,416$45,149
X-26 Total liabilitiesStart of year $6,454,001$6,195,018
X-27 Net assets without donor restrictionsStart of year $17,318,336$19,540,456
X-28 Net assets with donor restrictionsStart of year $2,269,208$2,030,740
X-32 Total net assets or fund balancesStart of year $19,587,544$21,571,196
X-33 Total liabilities and net assetsStart of year $26,041,545$27,766,214
Part XI · Reconciliation of net assets $21,571,196 net assets at year end
XI-1 Total revenue$8,968,136
XI-2 Total expenses$9,488,939
XI-3 Revenue less expenses−$520,803
XI-4 Net assets at start of year$19,587,544
XI-5 Net unrealized gains (losses) on investments$2,504,455
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$21,571,196

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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