SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
The Berkeley School
Berkeley, CA · Independent K-12NAIS MEMBER
THE READ · FREE SUMMARY
The Berkeley School looks stable. Reserves cover 8 months of operating expense, a thin runway. Revenue is highly concentrated at 93% tuition-dependent (peer median 83%): a soft admissions year would flow straight to the bottom line. Staff compensation runs 66% of expenses, generous relative to peers. Net assets are growing 16.3%/yr over three years; the cushion is being built, not drawn. NACUBO Composite Financial Index: 4.8 / 10, adequate — monitor.
The Berkeley School operates at 93% tuition dependency — among the most tuition-reliant 7% of peers in its cohort. A soft admissions year would flow straight to operations.
The Berkeley School reported $7.8M in revenue against $7.3M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $5.0M — about 0.69x annual operating expense.
Operating margin landed at 6.5%, with 93.3% of revenue coming from tuition. Among same-size peers, that puts The Berkeley School at the p60 on operating margin.
$7.8M
REVENUE FY2023
6.5%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on The Berkeley 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, The Berkeley School ranks 17th 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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