Julia Morgan School for Girls

Analysis

Julia Morgan School for Girls is a registered charity in United States, based in Oakland, CA. It received its IRS tax-exemption ruling in April 1998, 28 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 2023, Julia Morgan School for Girls reported income of $5.3m and spending of $5.2m, spending 97% of its income. Across the 4 years on record, from June 2020 to June 2023, income grew from $4.5m to $5.3m (+19%), an average of +5.9% a year. The sharpest change came in the year to June 2021, when income rose by 31%. Over the whole period it spent 96% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Julia Morgan School for Girls sits at the 90th percentile: it is larger than about 90% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 93rd percentile within CA. Charities of a similar size with the same main cause include Van Otterloo Family Foundation ($5.3m), The Co-Op School ($5.3m) and Canton Medical Education Foundation Inc ($5.3m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 7.6% and program service revenue 90% of the total. Compensation of current officers, directors and key employees was $449k (8.7% of expenses). Other salaries and wages came to $2.2m. At year end it held assets of $11.0m against liabilities of $6.4m, net assets of $4.5m. It reported 46 employees.