Civic Intelligence

Berkeley Rose School

990 • Fiscal year 2023 • EIN 26-4434910

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 06, 2024

Organization ProfileWWW.BERKELEYROSE.ORG
1442A Walnut Street 395Berkeley, CA 94709

(510) 859-7679

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.34x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.13x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$150,800

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-6.0%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,198,006

Down $279,297 (-19%) from 2022

Net Assets

Up

$784,903

Up $54,864 (+7.5%) from 2022

Liabilities

Down

$413,103

Down $334,161 (-45%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$3,230,125

Down $206,084 (-6.0%) from 2022

Expenses

Up

$3,167,265

Up $279,932 (+9.7%) from 2022

Net Income

Down

$62,860

Down $486,016 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $78,189Liabilities 2011: $65,167Net Assets 2011: $13,0222011Assets 2012: $15,025Liabilities 2012: $36,200Net Assets 2012: -$21,1752012Assets 2015: $200,944Liabilities 2015: $172,470Net Assets 2015: $28,4742015Assets 2022: $1,477,303Liabilities 2022: $747,264Net Assets 2022: $730,0392022Assets 2023: $1,198,006Liabilities 2023: $413,103Net Assets 2023: $784,9032023Assets 2024: $939,619Liabilities 2024: $191,793Net Assets 2024: $747,8262024Assets 2025: $3,897,313Liabilities 2025: $3,478,568Net Assets 2025: $418,7452025

Highlighted filing

2023

Assets$1,198,006
Liabilities$413,103
Net Assets$784,903
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $57,120Expenses 2011: $44,098Net Income 2011: $13,0222011Expenses 2012: $431,5942012Revenue 2015: $783,944Expenses 2015: $774,715Net Income 2015: $9,2292015Revenue 2022: $3,436,209Expenses 2022: $2,887,333Net Income 2022: $548,8762022Revenue 2023: $3,230,125Expenses 2023: $3,167,265Net Income 2023: $62,8602023Revenue 2024: $2,921,194Expenses 2024: $2,964,859Net Income 2024: -$43,6652024Revenue 2025: $3,091,319Expenses 2025: $3,304,397Net Income 2025: -$213,0782025

Highlighted filing

2023

Revenue$3,230,125
Expenses$3,167,265
Net Income$62,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 6, 2024
Return Version
2022v5.0
Gross Receipts
$3,230,125
Mission and Program Overview

Mission

Berkeley rose school offers to its children a complete, loving and developmental approach to education; an education that honors the individual as much as it teaches the importance of community

The school offers to its students a complete, loving and developmental approach to education;

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,325,678$1,064,160▼ $261,518
Land, Buildings, and Equipment, Net$139,825$122,046▼ $17,779
Total Assets$1,477,303$1,198,006▼ $279,297
Other Assets Total$11,800$11,800→ $0
Liabilities
Deferred Revenue$305,008$201,034▼ $103,974
Unsecured Notes Loans Payable$433,105$154,477▼ $278,628
Accounts Payable and Accrued Expenses-$43,797-
Other Liabilities$9,151$13,795▲ $4,644
Total Liabilities$747,264$413,103▼ $334,161
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$730,039$784,903▲ $54,864
Total Net Assets Fund Balance$730,039$784,903▲ $54,864
Total Liabilities and Net Assets / Fund Balance$1,477,303$1,198,006▼ $279,297

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$122,046$110,546$232,592
Equipment$0$3,854$3,854
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert SchlommerTreasurerFT$150,800$150,800
Jessica PrenticeDirectorFT$87,962$87,962
Rachel FlugDirectorFT$7,915$7,915

Board Members and Trustees

NameTitle
Cecilia LundPresident
James JohnsonTrustee
Kansas WaughTrustee
Kristy Moore-jeffressTrustee
Nathan SendanTrustee
Tim KellyTrustee
Vasillica HallTrustee
Dan BerksonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$311,696
Program Service Revenue
$2,918,429
Investment Income
$0
Other Revenue
$0
All Other Contributions
$311,696
Change in Net Assets
$62,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,556,032
Other Expenses$611,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,846,135$461,534-$2,307,669
Occupancy$276,861$69,215-$346,076
Current Officers, Directors, Trustees, and Key Employees$248,363--$248,363
Fees for Services Other$19,279$4,820-$24,099
Office Expenses$16,401$4,100-$20,501
Depreciation Depletion$14,223$3,556-$17,779
Other Expenses$11,199$2,800-$13,999
Insurance$9,320$2,330-$11,650
All Other Expenses$4,198$1,050-$5,248
Advertising$4,125$1,031-$5,156
Interest$3,374$844-$4,218
Travel$581$145-$726
Total Functional Expenses$2,583,484$583,781$0$3,167,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$10,595
Deposits$3,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the signing officer before filing.”

Form 990, Part VI, Section B, Line 12C

“They are not allowed to vote on matters in which they have a conflict.”

Form 990, Part VI, Section B, Line 15

“Comparisons are made with other schools with similar job responsibilities and size.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Rose School
EIN
26-4434910
Phone
5108597679
Address
1442A WALNUT STREET 395, BERKELEY, CA 94709

Signing Officer

Name
Rachel Flug
Title
Director
Phone
5108597679
Signed
2024-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecilia Lund
Formed
2009
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
6
Employees
49
Volunteers
85

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03854
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03854
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0122046
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0110546
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0232592
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010595
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0122046
IRS990ScheduleD/TotalLiabilityAmt013795
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT SCHLOMMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE SIGNING OFFICER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THEY ARE NOT ALLOWED TO VOTE ON MATTERS IN WHICH THEY HAVE A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPARISONS ARE MADE WITH OTHER SCHOOLS WITH SIMILAR JOB RESPONSIBILITIES AND SIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01477303
IRS990/TotalAssetsEOYAmt01198006
IRS990/TotalAssetsGrp/BOYAmt01477303
IRS990/TotalAssetsGrp/EOYAmt01198006
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0311696
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0583781
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02583484
IRS990/TotalFunctionalExpensesGrp/TotalAmt03167265
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0747264
IRS990/TotalLiabilitiesEOYAmt0413103
IRS990/TotalLiabilitiesGrp/BOYAmt0747264
IRS990/TotalLiabilitiesGrp/EOYAmt0413103
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0730039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0784903
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02583484
IRS990/TotalProgramServiceRevenueAmt02918429
IRS990/TotalReportableCompFromOrgAmt0246677
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02918429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03230125
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01477303
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01198006
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0145
IRS990/TravelGrp/ProgramServicesAmt0581
IRS990/TravelGrp/TotalAmt0726
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,006
Liabilities
$413,103
Net assets
$784,903
Revenue
$3,230,125
Expenses
$3,167,265
Net income
$62,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$3.48$0.42$3.09$3.30$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.19$0.75$2.92$2.96$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.41$0.78$3.23$3.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.75$0.73$3.44$2.89$0.55
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.17$0.03$0.78$0.77$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.04$0.02$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.07$0.01$0.06$0.04$0.01