SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Berkshire Montessori School
Lenox Dale, MA · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Berkshire Montessori School looks durable. The school holds 1.8 years of operating cushion, a healthy buffer. Revenue is unusually diversified at 61% tuition-dependent (peer median 85%). Staff compensation runs 47% of expenses, well below the peer median, worth understanding why. Three-year net-asset trend is negative (-5.0%/yr), indicating reserve drawdown. NACUBO Composite Financial Index: 8.6 / 10, strong.
Berkshire Montessori School reported $4.1M in revenue against $3.6M in expenses in fiscal year 2022, the most recent filing on record. Net assets stood at $6.7M — about 1.84x annual operating expense.
Operating margin landed at 12.2%, with 61.3% of revenue coming from tuition. Among same-size peers, that puts Berkshire Montessori School at the p86 on operating margin.
$4.1M
REVENUE FY2022
12.2%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2022
THE FULL REPORT
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Ten panels on Berkshire Montessori School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Berkshire Montessori School ranks 10th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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