Nonprofit · EIN 94-3285524
JULIA MORGAN SCHOOL FOR GIRLS
Tax-exempt · OAKLAND, CA 94613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,607,916 | $5,527,025 | $80,891 | $11,998,801 | $6,279,323 | $5,719,478 |
| June 30, 2024 | 990 | $6,334,076 | $5,554,856 | $779,220 | $11,409,258 | $5,840,647 | $5,568,611 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $129,680
- Program service revenue
- $4,904,148
- Investment income
- $405,539
- Net gain from sales of assets
- $198,696
- Other revenue
- $168,549
Expenses
- Grants and similar amounts paid
- $1,288,090
- Compensation of officers, directors and key employees
- $226,010
- Other salaries and wages
- $2,120,969
- Salaries, compensation and benefits (total)
- $2,822,456
- Professional fundraising fees
- $0
- Occupancy
- $522,251
- Depreciation
- $125,155
- Program services (functional)
- $4,737,822
- Management and general (functional)
- $690,087
- Fundraising (functional)
- $99,116
Balance sheet and other
- Total assets, start of year
- $11,409,258
- Total assets, end of year
- $11,998,801
- Total liabilities, end of year
- $6,279,323
- Net assets, end of year
- $5,719,478
- Land, buildings and equipment
- $460,331
- Publicly traded securities
- $4,757,086
- Net assets without donor restrictions
- $4,646,294
- Net assets with donor restrictions
- $1,073,184
- Gross receipts
- $5,607,916
- Employees
- 37
- Volunteers
- 125
- Year formed
- 1997
- 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 |
|---|---|---|---|---|
| MICHELE SPITULNIK | HEAD OF SCHOOL Key employee | 40 | $200,375 | $25,346 |
| DIALI BOSE-ROY | DIRECTOR OF CURRICULUM & TEACHING Highest-paid employee | 40 | $137,571 | $17,012 |
| MICHELLE SMITH | 7TH/8TH GRADE TEACHER Highest-paid employee | 40 | $113,429 | $28,052 |
| MARCIA BEDFORD | DIRECTOR OF STUDENT LIFE Highest-paid employee | 40 | $129,671 | $8,895 |
| ANNA KENNEDY | DIR OF OPERATIONS & SUSTAINABILITY/SCIENCE TEACHER Highest-paid employee | 40 | $105,824 | $14,893 |
| AMY URBAN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| STEPHANIE MENDELSOHN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JERMAINE PIERRE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| COLLEEN SCHILLY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA SILBERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| YVONNE FAISAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHERINE ROTHSCHILD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALISSA VANNET | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TESS CURET | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TANYA MOORE | DIRECTOR Trustee or director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAYA MARAVILLA | DIRECTOR Trustee or director | 2 | $0 |
| JACQUELINE GALLO | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE SPITULNIK | HEAD OF SCHOOL Officer | 40 | $200,735 | $26,635 |
| PAM MAYCROFT | FINANCE DIR. Officer | 40 | $165,632 | $24,971 |
| ELIZABETH CAMPBELL | ENROLLMENT MAN. | 40 | $158,178 | $18,489 |
| LORRAINE SMITH | TEACHER | 40 | $121,960 | $26,909 |
| DIALI BOSE-ROY | CURRICULUM DIR. | 40 | $130,853 | $14,937 |
| MARCIA BEDFORD | STUDENT LIFE DIR. | 40 | $123,548 | $7,306 |
| AMY URBAN | President Trustee or director, Officer | 2 | $0 | $0 |
| ZOE LEONARD-MONRAD | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA SILBERT | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| CHANELLE BELL | Trustee Trustee or director | 2 | $0 | $0 |
| STEPHANIE MENDELSOHN | Trustee Trustee or director | 2 | $0 | $0 |
| COLLEEN SCHILLY | Trustee Trustee or director | 2 | $0 | $0 |
| LAURA BLANKENSHIP | Trustee Trustee or director | 2 | $0 | $0 |
| TRINITY WILSON | Trustee Trustee or director | 2 | $0 | $0 |
| YVONNE FAISAL | Trustee Trustee or director | 2 | $0 | $0 |
| JERMAINE PIERRE | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5000 MACARTHUR BLVD, OAKLAND, CA 94613-1301
- In care of
- % BARRY EPSTEIN
- Principal officer (990 for 2024)
- KATHRINA WEEKES, 5000 MACARTHUR BLVD 25, OAKLAND, CA 94613
- Signed the 990
- KATHRINA WEEKES, HEAD OF SCHOOL
- Phone
- (510) 632-6000
- Website
- WWW.JULIAMORGANSCHOOL.ORG
- Return prepared by
- PATRICIA A WINTROATH CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3285524 or by the name JULIA MORGAN SCHOOL FOR GIRLS.
- 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 PREPARE GIRLS TO BE THE CONFIDENT, CAPABLE, CREATIVE AND COMPASSIONATE WOMEN OF TOMORROW.
Program accomplishments
- THE EDUCATION PROGRAM SERVED 130 SIXTH, SEVENTH, AND EIGHTH GRADE STUDENTS FROM APPROXIMATELY 65 PUBLIC AND PRIVATE SCHOOLS. GRADUATES OF THE SCHOOL ENROLLED IN APPROXIMATELY 20 PUBLIC AND PRIVATE HIGH SCHOOLS.Expenses $4,714,408 · grants $1,288,090 · revenue $4,875,857
- JULIA MORGAN SCHOOL FOR GIRLS OFFERS A WEEKLY SUMMER CAMP PROGRAM FOR GIRLS ENTERING 4TH, 5TH, AND 6TH GRADES. THE PROGRAM INCLUDES ART, MUSIC, MOVEMENT, CREATIVE EXPRESSION, AND SCIENCE.Expenses $23,414 · revenue $40,900
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
- 94-3285524
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25P)
- Assets (IRS master file)
- $11,998,801
- Income (IRS master file)
- $5,607,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,607,916 | $5,527,025 | $11,998,801 | IRS |
| 990 | June 2024 | $6,334,076 | $5,554,856 | $11,409,258 | IRS |
| 990 | June 2023 | $5,318,617 | $5,173,068 | $10,977,015 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 94-3285524).
Questions about JULIA MORGAN SCHOOL FOR GIRLS
- What is the EIN of JULIA MORGAN SCHOOL FOR GIRLS?
- The employer identification number (EIN) of JULIA MORGAN SCHOOL FOR GIRLS is 94-3285524.
- Is JULIA MORGAN SCHOOL FOR GIRLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JULIA MORGAN SCHOOL FOR GIRLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JULIA MORGAN SCHOOL FOR GIRLS 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 JULIA MORGAN SCHOOL FOR GIRLS 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 JULIA MORGAN SCHOOL FOR GIRLS 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 JULIA MORGAN SCHOOL FOR GIRLS?
- The 990 for the year ended June 30, 2025 names KATHRINA WEEKES.
- Who are the officers and directors of JULIA MORGAN SCHOOL FOR GIRLS?
- The 990 for the year ended June 30, 2025 lists 17 people; 5 received compensation from the organization, the highest $200,375 (MICHELE SPITULNIK, HEAD OF SCHOOL).
- How much revenue does JULIA MORGAN SCHOOL FOR GIRLS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,607,916, expenses of $5,527,025 and total assets of $11,998,801 at year end.
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