Berkshire Waldorf High School Inc
Berkshire Waldorf High School Inc shows strong asset growth and no reported officer compensation.
EIN: 200582262 · Stockbridge, MA · NTEE: B25 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.4M |
| Total Expenses | $932K |
| Program Spending | 90% |
| Net Assets | $293K |
| Transparency Score | 92/100 |
Is Berkshire Waldorf High School Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Berkshire Waldorf High School Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Berkshire Waldorf High School Inc
Berkshire Waldorf High School Inc (EIN: 200582262) is a nonprofit organization based in Stockbridge, MA, classified under NTEE code B25. The organization reported total revenue of $4.4M and total assets of $6.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Berkshire Waldorf High School Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Berkshire Waldorf High School Inc is a mid-size nonprofit that has been operating for 21 years, with 12 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 8.5%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.0M |
| Total Expenses | $932K |
| Surplus / Deficit | +$70K |
| Total Assets | $310K |
| Total Liabilities | $18K |
| Net Assets | $293K |
| Operating Margin | 7.0% |
| Debt-to-Asset Ratio | 5.7% |
| Months of Reserves | 4.0 months |
Financial Health Grade: A
In 2022, Berkshire Waldorf High School Inc reported a surplus of $70K with revenue exceeding expenses, holds 4.0 months of operating reserves (adequate), has a debt-to-asset ratio of 5.7% (very low leverage).
Financial Trends
Over 12 years of filings (2011–2022), Berkshire Waldorf High School Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -9.4% | -8.2% | +1.7% |
| 2021 | +83.7% | +74.6% | +29.3% |
| 2020 | +30.2% | +12.9% | +38.6% |
| 2019 | -17.8% | -7.2% | -21.9% |
| 2018 | -4.4% | +8.1% | +5.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Berkshire Waldorf High School Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Berkshire Waldorf High School Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $70K, with revenue exceeding expenses.
- Debt-to-asset ratio: 5.7%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization, which is highly unusual for an organization of this size and suggests a strong volunteer leadership model or that compensation is covered by other entities.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Berkshire Waldorf High School Inc's IRS 990 filings:
- Unusually low liabilities relative to assets in recent years, which could indicate a very conservative financial approach or specific funding structures.
- The sudden jump in assets from $310,123 (202206) to $5,955,641 (latest) without a corresponding revenue spike in the provided data could warrant further investigation into the source of this asset growth.
Strengths
The following positive indicators were identified for Berkshire Waldorf High School Inc:
- Consistent operating surpluses in recent years (e.g., $1,002,088 revenue vs. $932,174 expenses in 202206).
- Zero reported officer compensation across all filings, indicating a strong commitment to mission-focused spending.
- Significant growth in total assets to $5,955,641, enhancing long-term sustainability.
- Consistent IRS 990 filing history over 12 periods, demonstrating transparency and compliance.
Frequently Asked Questions about Berkshire Waldorf High School Inc
Is Berkshire Waldorf High School Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Berkshire Waldorf High School Inc (EIN: 200582262) some concerns. Mission Score: 92/100. 2 red flags identified, 4 strengths noted.
How does Berkshire Waldorf High School Inc spend its money?
Berkshire Waldorf High School Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Berkshire Waldorf High School Inc tax-deductible?
Berkshire Waldorf High School Inc is registered as a tax-exempt nonprofit (EIN: 200582262). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Berkshire Waldorf High School Inc's spending goes to programs?
Berkshire Waldorf High School Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Berkshire Waldorf High School Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Berkshire Waldorf High School Inc is above average for NTEE category B25 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Berkshire Waldorf High School Inc located?
Berkshire Waldorf High School Inc is headquartered in Stockbridge, Massachusetts and files with the IRS under EIN 200582262. It is classified under NTEE code B25.
How many years of IRS 990 filings does Berkshire Waldorf High School Inc have?
Berkshire Waldorf High School Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.4M in total revenue.
Is Berkshire Waldorf High School Inc financially stable?
Yes, the organization appears financially stable, with consistent revenue exceeding expenses in recent years (e.g., $1,002,088 revenue vs. $932,174 expenses in 202206) and a significant increase in assets to $5,955,641.
How does Berkshire Waldorf High School Inc manage executive compensation?
The organization reports 0% officer compensation across all 12 available IRS 990 filings, indicating that no officers received salaries or benefits from the organization directly.
What is the trend in the organization's assets?
Assets have shown significant growth, from $310,123 in 202206 to $5,955,641 in the latest report, suggesting strong financial health and capacity.
Filing History
IRS 990 filing history for Berkshire Waldorf High School Inc showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2022), Berkshire Waldorf High School Inc's revenue has grown by 144.6%, moving from $410K to $1.0M. Total assets increased by 185.9% over the same period, from $108K to $310K. Total functional expenses rose by 122.8%, from $418K to $932K. In its most recent filing year (2022), Berkshire Waldorf High School Inc reported a surplus of $70K, with revenue exceeding expenses. The organization holds $18K in liabilities against $310K in assets (debt-to-asset ratio: 5.7%), resulting in net assets of $293K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $1.0M | $932K | $310K | $18K | — | View 990 |
| 2021 | $1.1M | $1.0M | $305K | $82K | — | View 990 |
| 2020 | $602K | $582K | $236K | $104K | — | — |
| 2019 | $463K | $515K | $170K | $58K | — | View 990 |
| 2018 | $563K | $555K | $218K | $53K | — | View 990 |
| 2017 | $589K | $514K | $207K | $50K | — | View 990 |
| 2016 | $466K | $420K | $120K | $39K | — | View 990 |
| 2015 | $385K | $419K | $79K | $43K | — | View 990 |
| 2014 | $390K | $379K | $99K | $30K | — | View 990 |
| 2013 | $407K | $410K | $94K | $36K | — | View 990 |
| 2012 | $470K | $436K | $107K | $46K | — | View 990 |
| 2011 | $410K | $418K | $108K | $81K | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $1.0M, expenses of $932K, and assets of $310K (revenue -9.4% year-over-year).
- 2021: Revenue of $1.1M, expenses of $1.0M, and assets of $305K (revenue +83.7% year-over-year).
- 2020: Revenue of $602K, expenses of $582K, and assets of $236K (revenue +30.2% year-over-year).
- 2019: Revenue of $463K, expenses of $515K, and assets of $170K (revenue -17.8% year-over-year).
- 2018: Revenue of $563K, expenses of $555K, and assets of $218K (revenue -4.4% year-over-year).
- 2017: Revenue of $589K, expenses of $514K, and assets of $207K (revenue +26.4% year-over-year).
- 2016: Revenue of $466K, expenses of $420K, and assets of $120K (revenue +21.0% year-over-year).
- 2015: Revenue of $385K, expenses of $419K, and assets of $79K (revenue -1.3% year-over-year).
- 2014: Revenue of $390K, expenses of $379K, and assets of $99K (revenue -4.2% year-over-year).
- 2013: Revenue of $407K, expenses of $410K, and assets of $94K (revenue -13.4% year-over-year).
- 2012: Revenue of $470K, expenses of $436K, and assets of $107K (revenue +14.7% year-over-year).
- 2011: Revenue of $410K, expenses of $418K, and assets of $108K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Berkshire Waldorf High School Inc:
Data Sources and Methodology
This transparency report for Berkshire Waldorf High School Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.