Civic Intelligence

The Berkeley School

990 • Fiscal year 2018 • EIN 94-1571768

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 11, 2019

Organization Profilewww.theberkeleyschool.org

View Organization Page

1310 University AveBerkeley, CA 94702

(510) 665-8800

Siviq Scores

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

Liabilities / Assets

84th percentile

0.76x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

1.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$249,498

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

24th percentile

-3.8%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-1.3%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$12,331,719

Down $490,114 (-3.8%) from 2017

Net Assets

Up

$2,976,135

Up $33,315 (+1.1%) from 2017

Liabilities

Down

$9,355,584

Down $523,429 (-5.3%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin38th percentile

Revenue

Down

$7,799,641

Down $104,604 (-1.3%) from 2017

Expenses

Up

$7,766,326

Up $172,823 (+2.3%) from 2017

Net Income

Down

$33,315

Down $277,427 (-89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,546,436Liabilities 2011: $10,214,010Net Assets 2011: $2,332,4262011Assets 2012: $12,884,505Liabilities 2012: $10,493,441Net Assets 2012: $2,391,0642012Assets 2013: $12,596,785Liabilities 2013: $10,587,324Net Assets 2013: $2,009,4612013Assets 2014: $12,786,116Liabilities 2014: $10,520,398Net Assets 2014: $2,265,7182014Assets 2015: $13,239,202Liabilities 2015: $10,753,945Net Assets 2015: $2,485,2572015Assets 2016: $13,085,825Liabilities 2016: $10,453,747Net Assets 2016: $2,632,0782016Assets 2017: $12,821,833Liabilities 2017: $9,879,013Net Assets 2017: $2,942,8202017Assets 2018: $12,331,719Liabilities 2018: $9,355,584Net Assets 2018: $2,976,1352018Assets 2019: $12,393,435Liabilities 2019: $9,365,938Net Assets 2019: $3,027,4972019Assets 2020: $11,350,909Liabilities 2020: $8,794,395Net Assets 2020: $2,556,5142020Assets 2021: $11,572,744Liabilities 2021: $8,387,225Net Assets 2021: $3,185,5192021Assets 2022: $12,952,438Liabilities 2022: $8,243,721Net Assets 2022: $4,708,7172022Assets 2023: $13,264,717Liabilities 2023: $8,758,075Net Assets 2023: $4,506,6422023Assets 2024: $15,070,001Liabilities 2024: $10,056,202Net Assets 2024: $5,013,7992024Assets 2025: $13,697,403Liabilities 2025: $9,025,186Net Assets 2025: $4,672,2172025

Highlighted filing

2018

Assets$12,331,719
Liabilities$9,355,584
Net Assets$2,976,135
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,861,616Expenses 2011: $6,065,037Net Income 2011: -$203,4212011Expenses 2012: $6,048,2442012Revenue 2013: $6,195,198Expenses 2013: $6,576,801Net Income 2013: -$381,6032013Revenue 2014: $6,447,075Expenses 2014: $6,190,818Net Income 2014: $256,2572014Revenue 2015: $6,869,122Expenses 2015: $6,649,583Net Income 2015: $219,5392015Revenue 2016: $7,279,696Expenses 2016: $7,132,875Net Income 2016: $146,8212016Revenue 2017: $7,904,245Expenses 2017: $7,593,503Net Income 2017: $310,7422017Revenue 2018: $7,799,641Expenses 2018: $7,766,326Net Income 2018: $33,3152018Revenue 2019: $8,107,056Expenses 2019: $8,055,694Net Income 2019: $51,3622019Revenue 2020: $7,761,867Expenses 2020: $8,232,850Net Income 2020: -$470,9832020Revenue 2021: $7,547,256Expenses 2021: $6,918,251Net Income 2021: $629,0052021Revenue 2022: $9,017,937Expenses 2022: $7,494,739Net Income 2022: $1,523,1982022Revenue 2023: $7,400,839Expenses 2023: $7,602,914Net Income 2023: -$202,0752023Revenue 2024: $7,830,002Expenses 2024: $7,322,845Net Income 2024: $507,1572024Revenue 2025: $7,180,066Expenses 2025: $7,521,648Net Income 2025: -$341,5822025

Highlighted filing

2018

Revenue$7,799,641
Expenses$7,766,326
Net Income$33,315
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 11, 2019
Return Version
2017v2.2
Gross Receipts
$7,817,561
Mission and Program Overview

Mission

To ignite curious minds, awaken generous hearts and engage in a changing world.

To provide educational services through the operation of The Berkeley School

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,760,202$7,530,459▼ $229,743
Savings and Temporary Cash Investments$4,800,494$4,540,129▼ $260,365
Cash and Non-Interest-Bearing Accounts$141,269$134,648▼ $6,621
Accounts Receivable$26,702$54,488▲ $27,786
Pledges and Grants Receivable$43,764$40,419▼ $3,345
Prepaid Expenses and Deferred Charges$47,059$29,392▼ $17,667
Inventories for Sale or Use$1,609$0▼ $1,609
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$12,821,833$12,331,719▼ $490,114
Other Assets Total$734$2,184▲ $1,450
Liabilities
Tax Exempt Bond Liabilities$5,736,938$5,394,146▼ $342,792
Deferred Revenue$3,444,138$3,302,312▼ $141,826
Accounts Payable and Accrued Expenses$697,937$659,126▼ $38,811
Total Liabilities$9,879,013$9,355,584▼ $523,429
Net Assets / Fund Balance
Unrestricted Net Assets$2,797,024$2,860,857▲ $63,833
Temporarily Rstr Net Assets$145,796$115,278▼ $30,518
Total Net Assets Fund Balance$2,942,820$2,976,135▲ $33,315
Total Liabilities and Net Assets / Fund Balance$12,821,833$12,331,719▼ $490,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,080,140$2,930,577$8,010,717
Land$1,755,608-$1,755,608
Leasehold Improvements$577,914$899,943$1,477,857
Equipment$99,548$677,213$776,761
Other Land Buildings$17,249-$17,249
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitch BostianHead of SchoolFT$236,330$13,168$249,498
Amy CotyDirector of Fin/OpsFT$151,619$11,774$163,393
Araxi GundelfingerDirector of AdvancementFT$119,118$22,308$141,426
Bliss TobinElementary DirectorFT$114,771$17,413$132,184
Kathy DuhlECC DirectorFT$110,400$13,177$123,577

Board Members and Trustees

NameTitle
Samantha GoodBoard Chair
Stephanie MechuraVice Chair
Bridget AndersonTrustee
Katie LedererTrustee
Lara GilmanTrustee
Mariel TriggsTrustee
Mark NitzbergTrustee
Nate LundyTrustee
Nina OliaiTrustee
Nolan HighbaughTrustee
Richard LynchTrustee
Samuel BeltranTrustee
Sarah KingTrustee
Stuart StricklandTrustee
Susi MarzuolaTrustee
Taryn GorganTrustee
Terezia NemethTrustee
Lauren WebsterSecretary
Dean ShinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,779
Program Service Revenue
$7,449,738
Investment Income
$10,237
Other Revenue
$62,887
All Other Contributions
$271,209
Change in Net Assets
$33,315

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,002,672
Revenue Not Reported on Financial Statements
$796,969
Other Revenue Adjustments
$796,969
Total Revenue per Audited Statements
$7,002,672
Total Revenue per Form 990
$7,799,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,639,431
Other Expenses$1,329,926
Grants and Similar Amounts Paid$796,969
Total Fundraising Expense$281,033
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,763,905$209,713$169,914$4,143,532
Grants to Domestic Individuals$796,969--$796,969
Other Employee Benefits$532,099$44,024$23,727$599,850
Current Officers, Directors, Trustees, and Key Employees$262,056$165,968$8,735$436,759
Payroll Taxes$310,624$28,360$13,797$352,781
Depreciation Depletion$302,218$23,506$10,074$335,798
Office Expenses$210,204$36,521$12,364$259,089
Occupancy$171,898$13,370$5,730$190,998
Interest$151,049$11,748$5,035$167,832
Advertising-$109,000-$109,000
Pension Plan Contributions$96,848$5,287$4,374$106,509
Travel$47,699--$47,699
Insurance$17,996$19,590$600$38,186
Other Expenses$10,681$6,003$25,094$31,097
Conferences and Meetings$23,921$2,080-$26,001
Fees for Services Accounting-$25,745-$25,745
Information Technology$18,491$4,931$1,233$24,655
Fees for Services Legal-$4,826-$4,826
Total Functional Expenses$6,716,658$768,635$281,033$7,766,326

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,766,326
Expenses per Audited Statements$6,969,357
Total Expenses per Audited Statements$6,969,357
Expenses Not Reported on Financial Statements$796,969
Other Expense Adjustments$796,969
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,937
Fundraising Direct Expenses$17,920
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pick-a-Party$9,887$9,887-$9,887
Wrap Party$14,620$9,050$1,988$7,062
Total Events$24,507$18,937$17,920$1,017
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AABAG Finance Authority2013-06-27$7,141,063Refund existing debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,141,063--$94,953

Bond Financing Compliance

Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested in GIC
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“There shall be one class of membership in the corporation. Members are: a) parents or legal guardians of children currently and properly enrolled in The Berkeley School; b) full-time employees of The Berkeley School; c) members of the board of trustees. For the purposes of these bylaws, "full-time" shall mean employees working at least 30 hours per week or who work enough hours to qualify for health insurance benefits under current corporation policy, whichever is less. Any person who satisfies any of the categories of membership shall be a member as long as the person satisfies any one category. There shall be a single class of members regardless of any contractual relationship a member may have with the corporation, including but not limited to any contract that may create different rights or liabilities among members with respect to the corporation. Any dispute regarding a person's admission as member, or with respect to the person's rights or obligations as a member, shall be resolved by a majority vote of the board of trustees after notice to and hearing of all interested persons.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The members are empowered to amend any of the articles in these by-laws, elect trustees or remove trustees in accordance with the laws of the State of California, by vote of a majority of the members.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The members are empowered to amend any of the articles in these by-laws, elect trustees or remove trustees in accordance with the laws of the State of California, by vote of a majority of the members. Resolutions approved by a majority of the members shall prevail over resolutions adopted by the Board of Trustees in the event of a conflict between them. All members must be notified in writing by U.S. Mail at least seven (7) days in advance of any vote.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the director of finance and the finance committee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed every year and will be specifically addressed if a situation arises.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The school makes available their governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Montessori School Inc
EIN
94-1571768
Phone
5106658800
Address
1310 University Ave, Berkeley, CA 94702

Signing Officer

Name
Amy Coty
Title
Director of Fin/Ops
Signed
2019-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Bostian
Formed
1963
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
16
Employees
111
Volunteers
350

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
August Zajonc CPA
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The School has evaluated its current tax positions as of June 30, 2018 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition Assistance $796969”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition assistance $796969”

Raw XML AppendixShowing 400 of 734 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,331,719
Liabilities
$9,355,584
Net assets
$2,976,135
Revenue
$7,799,641
Expenses
$7,766,326
Net income
$33,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$9.03$4.67$7.18$7.52$0.34
2024Detailed filing. Detailed filing data is available for this year.$15.1$10.1$5.01$7.83$7.32$0.51
2023Detailed filing. Detailed filing data is available for this year.$13.3$8.76$4.51$7.40$7.60$0.20
2022Detailed filing. Detailed filing data is available for this year.$13.0$8.24$4.71$9.02$7.49$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$8.39$3.19$7.55$6.92$0.63
2020Detailed filing. Detailed filing data is available for this year.$11.4$8.79$2.56$7.76$8.23$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.4$9.37$3.03$8.11$8.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$12.3$9.36$2.98$7.80$7.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.8$9.88$2.94$7.90$7.59$0.31
2016Detailed filing. Detailed filing data is available for this year.$13.1$10.5$2.63$7.28$7.13$0.15
2015Summary only. Only limited summary data is available for this year.$13.2$10.8$2.49$6.87$6.65$0.22
2014Summary only. Only limited summary data is available for this year.$12.8$10.5$2.27$6.45$6.19$0.26
2013Summary only. Only limited summary data is available for this year.$12.6$10.6$2.01$6.20$6.58$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$10.5$2.39$6.05
2011Summary only. Only limited summary data is available for this year.$12.5$10.2$2.33$5.86$6.07$0.20