SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Julia Morgan School
Oakland, CA · Independent school
THE READ · FREE SUMMARY
Julia Morgan School looks durable. The school holds 12 months of operating cushion, adequate runway. Revenue runs 80% tuition-dependent (peer median 86%), diversified by day-school standards, with meaningful contribution and investment income. Staff compensation runs 54% of expenses, well below the peer median, worth understanding why. Net assets are growing 6.9%/yr over three years; the cushion is being built, not drawn. NACUBO Composite Financial Index: 8.2 / 10, strong.
Julia Morgan School reported $6.3M in revenue against $5.6M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $5.6M — about 1.00x annual operating expense.
Operating margin landed at 12.3%, with 79.8% of revenue coming from tuition. Among same-size peers, that puts Julia Morgan School at the p87 on operating margin.
$6.3M
REVENUE FY2023
12.3%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Julia Morgan 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, Julia Morgan School ranks 8th 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.
The full school report
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