Education
(B21I)
IRS Verified
DX Registered
990 on File
BERKELEY HALL SCHOOL FOUNDATION
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
93/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$12.5M
Total Revenue
$11.8M
Total Expenses
$24.2M
Net Assets
98
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.6%
Fundraising Efficiency
N/A
Operating Reserve
24.62x
Liability-to-Asset
20.4%
Revenue Diversification
74.3%
Executive Compensation
$523K
Compared with Peers
FY 2025
Compared with 1,600 similar organizations
(United States, Education, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
75.6% | 84.4% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
20.3% | 13.6% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
4.1% | 0.5% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
24.6 mo | 10.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
20.4% | 32.5% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
74.3% | 88.2% |
P10P90
|
Top quarter |
|
Surplus margin
Surplus as a share of revenue
|
5.6% | 3.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $12.5M | $11.8M | $24.2M | 75.6% | 98 |
| 2023 | $11.6M | $12.5M | $21.0M | 73.2% | 95 |
| 2022 | $12.7M | $11.2M | $20.6M | 69.9% | 85 |
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