Berkshire Montessori School Inc

Analysis

Berkshire Montessori School Inc is a registered charity in United States, based in Lenox Dale, MA. It received its IRS tax-exemption ruling in March 2009, 17 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2022, Berkshire Montessori School Inc reported income of $2.7m and spending of $3.5m, spending 128% of what it took in. Across the 4 years on record, from June 2019 to June 2022, income fell from $9.4m to $2.7m (-71%), an average of -34% a year. The sharpest change came in the year to June 2020, when income dropped by 74%. Over the whole period it spent 77% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Berkshire Montessori School Inc sits at the 85th percentile: it is larger than about 84% of them. Against every charity in United States with reported income it ranks in the 88th percentile, and in the 87th percentile within MA. Charities of a similar size with the same main cause include Our Pride Academy Inc ($2.7m), Roadrunner Foundation ($2.7m) and Northrise University Initiative ($2.7m).

On its Form 990 for the period ending June 2022, revenue came from contributions and grants 1.3% and program service revenue 98% of the total. Compensation of current officers, directors and key employees was $220k (6.3% of expenses). Other salaries and wages came to $1.2m. At year end it held assets of $6.6m against liabilities of $428k, net assets of $6.2m. It reported 48 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.