Nonprofit · EIN 94-1571768
THE BERKELEY SCHOOL
Tax-exempt · BERKELEY, CA 94702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,180,066 | $7,521,648 | -$341,582 | $13,697,403 | $9,025,186 | $4,672,217 |
| June 30, 2024 | 990 | $7,830,002 | $7,322,845 | $507,157 | $15,070,001 | $10,056,202 | $5,013,799 |
| June 30, 2023 | 990 | $7,400,839 | $7,602,914 | -$202,075 | $13,264,717 | $8,758,075 | $4,506,642 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $179,199
- Program service revenue
- $6,715,998
- Investment income
- $227,767
- Net rental income
- $12,000
- Other revenue
- $57,102
Expenses
- Grants and similar amounts paid
- $891,618
- Compensation of officers, directors and key employees
- $563,139
- Other salaries and wages
- $3,762,679
- Salaries, compensation and benefits (total)
- $5,114,384
- Professional fundraising fees
- $0
- Legal fees
- $57,022
- Accounting fees
- $31,470
- Occupancy
- $210,891
- Travel
- $45,430
- Depreciation
- $321,854
- Program services (functional)
- $6,402,933
- Management and general (functional)
- $1,048,049
- Fundraising (functional)
- $70,666
Balance sheet and other
- Total assets, start of year
- $15,070,001
- Total assets, end of year
- $13,697,403
- Total liabilities, end of year
- $9,025,186
- Net assets, end of year
- $4,672,217
- Land, buildings and equipment
- $6,152,147
- Publicly traded securities
- $5,055,617
- Net assets without donor restrictions
- $4,572,770
- Net assets with donor restrictions
- $99,447
- Gross receipts
- $7,180,066
- Employees
- 75
- Volunteers
- 100
- Year formed
- 1963
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mitchell Bostian | Head of School Officer | 40 | $299,302 | $13,714 |
| Elise Wilks | CFO Officer | 40 | $167,939 | $3,997 |
| Christine Chun | Dir Teaching/Learn | 40 | $133,041 | $9,652 |
| Lamar Johnson | Dir Enrlmnt/Outrch | 40 | $121,669 | $7,574 |
| Randy Yee | Controller | 40 | $111,247 | $13,818 |
| Rebecca Blythe | EC Campus Director | 40 | $113,272 | $1,484 |
| Lisa Haney | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Alegria Barclay | Vice Chair Trustee or director, Officer | 4 | $0 | $0 |
| Bhumi Shah | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Jessica Boualavong | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Kate Ai Lee | Past Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Tim Nunes | Trustee Trustee or director | 4 | $0 | $0 |
| Andy Singer | Trustee Trustee or director | 4 | $0 | $0 |
| Free Gary | Trustee Trustee or director | 4 | $0 | $0 |
| Carol Starks | Trustee Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mitchell Bostian | Head of School Officer | 40 | $319,726 | $12,685 |
| Elise Wilks | CFO Officer | 40 | $165,227 | $2,707 |
| Christine Chun | Dir Teaching/Learn | 40 | $130,554 | $8,989 |
| Lamar Johnson | Dir Enrlmnt/Outrch | 40 | $119,077 | $6,067 |
| Randy Yee | Controller | 40 | $108,400 | $12,073 |
| Rebecca Blythe | EC Campus Director | 40 | $101,492 | $9,165 |
| Bhumi Shah | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Allison Macbeth | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Lisa Haney | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Fabiano Valerio | Vice Chair Trustee or director, Officer | 4 | $0 | $0 |
| Tim Nunes | Trustee Trustee or director | 4 | $0 | $0 |
| Alegria Barclay | Trustee Trustee or director | 4 | $0 | $0 |
| Carol Starks | Trustee Trustee or director | 4 | $0 | $0 |
| Nate Lundy | Trustee Trustee or director | 4 | $0 | $0 |
| Tanya Susoev | Trustee Trustee or director | 4 | $0 | $0 |
| Free Gary | Trustee Trustee or director | 4 | $0 | $0 |
| Kate Ai Le | Trustee Trustee or director | 4 | $0 | $0 |
| Jessica Boualavong | Trustee Trustee or director | 4 | $0 | $0 |
| Adelina Elo | Trustee Trustee or director | 4 | $0 | $0 |
| Brian Ambrosch | Trustee Trustee or director | 4 | $0 | $0 |
| Andy Singer | Trustee Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mitch Bostian | Head of School Officer | 40 | $329,365 | $12,934 |
| Elise Wilks | CFO Officer | 40 | $141,300 | $1,857 |
| Christine Chun | Dir Teaching/Advc | 40 | $122,062 | $8,010 |
| Paula Farmer | Dir Comm/Belonging | 40 | $112,353 | $8,398 |
| Lamar Johnson | Dir Enrlmnt/Outrch | 40 | $111,552 | $5,871 |
| Randy Yee | Controller | 40 | $102,317 | $11,505 |
| Brian Scott Ambrosch | Board Chair Trustee or director, Officer | 4 | $0 | $0 |
| Fabiano Valerio | Vice Chair Trustee or director, Officer | 4 | $0 | $0 |
| Sarah King | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Deborah Volk | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Andy Singer | Trustee Trustee or director | 4 | $0 | $0 |
| Allison Macbeth | Trustee Trustee or director | 4 | $0 | $0 |
| Tim Nunes | Trustee Trustee or director | 4 | $0 | $0 |
| Alegria Barclay | Trustee Trustee or director | 4 | $0 | $0 |
| Cathy Hunter | Trustee Trustee or director | 4 | $0 | $0 |
| Nancy Nagramada | Trustee Trustee or director | 4 | $0 | $0 |
| Taryn Grogan | Trustee Trustee or director | 4 | $0 | $0 |
| Carol Starks | Trustee Trustee or director | 4 | $0 | $0 |
| Lisa Haney | Trustee Trustee or director | 4 | $0 | $0 |
| Katherine Kate Ai Le | Trustee Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1310 UNIVERSITY AVE, BERKELEY, CA 94702-1711
- Principal officer (990 for 2024)
- Mitch Bostian
- Signed the 990
- Elise Wilks, CFO
- Phone
- (510) 665-8800
- Website
- www.theberkeleyschool.org
- Return prepared by
- Crosby & Kaneda CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1571768 or by the name THE BERKELEY SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To ignite curious minds, awaken generous hearts and engage in a changing world.
Program accomplishments
- Educational services through the operation of The Berkeley School, elementary, kindergarten & day care for approximately 170 students.Expenses $6,402,933 · grants $891,618 · revenue $6,715,998
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1571768
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,697,403
- Income (IRS master file)
- $7,180,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,180,066 | $7,521,648 | $13,697,403 | XML |
| 990 | June 2024 | $7,830,002 | $7,322,845 | $15,070,001 | XML |
| 990 | June 2023 | $7,400,839 | $7,602,914 | $13,264,717 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1571768).
Questions about THE BERKELEY SCHOOL
- What is the EIN of THE BERKELEY SCHOOL?
- The employer identification number (EIN) of THE BERKELEY SCHOOL is 94-1571768.
- Is THE BERKELEY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to THE BERKELEY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BERKELEY SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BERKELEY SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BERKELEY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE BERKELEY SCHOOL?
- The 990 for the year ended June 30, 2025 names Mitch Bostian.
- Who are the officers and directors of THE BERKELEY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 15 people; 6 received compensation from the organization, the highest $299,302 (Mitchell Bostian, Head of School).
- How much revenue does THE BERKELEY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,180,066, expenses of $7,521,648 and total assets of $13,697,403 at year end.
Other nonprofits in BERKELEY
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION EIN 94-6090626 · last filed 990 for 2025
- LIFELONG MEDICAL CARE EIN 94-2502308 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF THE EAST BAY EIN 94-1156635 · last filed 990 for 2025
- ASTERA INSTITUTE EIN 84-5162617 · last filed 990-PF for 2024
- KLAMATH RIVER RENEWAL CORPORATION EIN 81-2761910 · last filed 990 for 2025
- COMMUNITY PARTNERS INTERNATIONAL EIN 94-3375666 · last filed 990 for 2024
- EARTH ISLAND INSTITUTE INC EIN 94-2889684 · last filed 990 for 2025
- UC BERKELEY CENTER FOR EXECUTIVE EDUCATION EIN 46-1482891 · last filed 990 for 2025