Nonprofit · EIN 26-4434910
BERKELEY ROSE SCHOOL
Tax-exempt (reinstated) · OAKLAND, CA 94611
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,091,319 | $3,304,397 | -$213,078 | $3,897,313 | $3,478,568 | $418,745 |
| June 30, 2024 | 990 | $2,921,194 | $2,964,859 | -$43,665 | $939,619 | $191,793 | $747,826 |
| June 30, 2023 | 990 | $3,230,125 | $3,167,265 | $62,860 | $1,198,006 | $413,103 | $784,903 |
| June 30, 2022 | 990 | $3,436,209 | $2,887,333 | $548,876 | $1,477,303 | $747,264 | $730,039 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $167,862
- Program service revenue
- $2,905,415
- Investment income
- $9
- Net income from fundraising events
- $18,033
- Other revenue
- $18,033
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $234,057
- Other salaries and wages
- $1,683,608
- Salaries, compensation and benefits (total)
- $2,101,761
- Professional fundraising fees
- $0
- Legal fees
- $1,100
- Accounting fees
- $35,076
- Occupancy
- $68,066
- Travel
- $4,735
- Depreciation
- $86,525
- Program services (functional)
- $2,796,557
- Management and general (functional)
- $507,840
Balance sheet and other
- Total assets, start of year
- $939,619
- Total assets, end of year
- $3,897,313
- Total liabilities, end of year
- $3,478,568
- Net assets, end of year
- $418,745
- Land, buildings and equipment
- $3,613,856
- Net assets without donor restrictions
- $418,745
- Gross receipts
- $3,101,490
- Employees
- 54
- Volunteers
- 80
- Year formed
- 2009
- 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 |
|---|---|---|---|
| RACHAEL FLUG | DIRECTOR / TRUSTEE Trustee or director | 40 | $148,057 |
| REMEDIOS LOOSLI | PEDAGOLOGICAL CHAIR / TRUSTEE Trustee or director | 40 | $86,000 |
| DAN BERKSON | SECRETARY Trustee or director | 5 | $0 |
| KANSAS WAUGH | BOARD PRESIDENT Trustee or director | 5 | $0 |
| GABRIELLE HANSEN | TRUSTEE Trustee or director | 5 | $0 |
| REBECCA LIDOW | TRUSTEE Trustee or director | 5 | $0 |
| TIM KELLY | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL FLUG | DIRECTOR Trustee or director, Officer | 40 | $159,083 |
| VASILLICA HALL | TEACHER / TRUSTEE Trustee or director | 40 | $71,232 |
| ROBERT SCHLOMMER | TREASURER / TRUSTEE Trustee or director, Officer | 4 | $0 |
| CECILIA LUND | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAN BERKSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| TIM KELLY | TRUSTEE Trustee or director | 5 | $0 |
| JAMES JOHNSON | TRUSTEE Trustee or director | 5 | $0 |
| KRISTY MOORE-JEFFRESS | TRUSTEE Trustee or director | 5 | $0 |
| NATHAN SENDAN | TRUSTEE Trustee or director | 5 | $0 |
| KANSAS WAUGH | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT SCHLOMMER | TREASURER Trustee or director, Officer | 40 | $150,800 |
| JESSICA PRENTICE | DIRECTOR Officer | 40 | $87,962 |
| RACHEL FLUG | DIRECTOR Officer | 40 | $7,915 |
| CECILIA LUND | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAN BERKSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| VASILLICA HALL | TRUSTEE Trustee or director | 2 | $0 |
| TIM KELLY | TRUSTEE Trustee or director | 5 | $0 |
| JAMES JOHNSON | TRUSTEE Trustee or director | 5 | $0 |
| KRISTY MOORE-JEFFRESS | TRUSTEE Trustee or director | 5 | $0 |
| NATHAN SENDAN | TRUSTEE Trustee or director | 5 | $0 |
| KANSAS WAUGH | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2022: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT SCHLOMMER | TREASURER Trustee or director, Officer | 40 | $152,800 | $152,800 |
| JESSICA PRENTICE | DIRECTOR Officer | 40 | $77,036 | $0 |
| NATHAN SENDAN | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| BONNIE ROMANOE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| VASILLICA HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL HERMAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SARAH BRIAND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KRISTY MOORE-JEFFRESS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA BANES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CECILIA LUND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAN BERKSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 215 RIDGEWAY AVE, OAKLAND, CA 94611-5123
- Principal officer (990 for 2024)
- JOHN KANSAS WAUGH
- Signed the 990
- RACHAEL FLUG, DIRECTOR
- Phone
- (510) 859-7679
- Website
- WWW.BERKELEYROSE.ORG
- Return prepared by
- CAMPBELL TAYLOR WASHBURN
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4434910 or by the name BERKELEY ROSE 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
THE SCHOOL OFFERS TO ITS STUDENTS A COMPLETE, LOVING AND DEVELOPMENTAL APPROACH TO EDUCATION; AN EDUCATION THAT HONORS THE INDIVIDUAL AS MUCH AS IT TEACHES THE IMPORTANCE OF COMMUNITY.
Program accomplishments
- OPERATION OF A PRIVATE SCHOOL.Expenses $2,796,557 · revenue $2,905,415
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
- 26-4434910
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $3,897,313
- Income (IRS master file)
- $3,101,490
Revocation and reinstatement
- Exemption revoked
- November 15, 2021
- Posted by the IRS
- March 19, 2024
- Reinstated
- Effective January 15, 2024
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,091,319 | $3,304,397 | $3,897,313 | XML |
| 990 | June 2024 | $2,921,194 | $2,964,859 | $939,619 | XML |
| 990 | June 2023 | $3,230,125 | $3,167,265 | $1,198,006 | XML |
| 990 | June 2022 | $3,436,209 | $2,887,333 | $1,477,303 | XML |
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 26-4434910).
Questions about BERKELEY ROSE SCHOOL
- What is the EIN of BERKELEY ROSE SCHOOL?
- The employer identification number (EIN) of BERKELEY ROSE SCHOOL is 26-4434910.
- Is BERKELEY ROSE SCHOOL tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2021 and reinstated it effective January 15, 2024.
- Are donations to BERKELEY ROSE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY ROSE 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 BERKELEY ROSE 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 BERKELEY ROSE 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 BERKELEY ROSE SCHOOL?
- The 990 for the year ended June 30, 2025 names JOHN KANSAS WAUGH.
- Who are the officers and directors of BERKELEY ROSE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $148,057 (RACHAEL FLUG, DIRECTOR / TRUSTEE).
- How much revenue does BERKELEY ROSE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,091,319, expenses of $3,304,397 and total assets of $3,897,313 at year end.
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