The Bertschi School

Tax-deductible

Seattle, WA501(c)(3)Since 1976EducationEIN 91-0975541

To educate children to become compassionate, confident, and creative learners in a global community.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 100 volunteers and 94 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.0M a year · 10% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 12% of spending
Top officer’s pay higher than 71% of similar orgs
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
14
named funders · $953K
Looks good: 14 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$10.9M
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 25 voting members
Looks good: 22 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.6M
+2% vs prior year
Spent
$10.7M
To programs
73%
Net assets
$28.5M
By yearFY2020–FY2024
Revenue
$13.6M
FY2024▲ +2%
Revenue by fiscal year
FY2020$8.8M
FY2021$9.1M
FY2022$9.8M
FY2023$10.6M
FY2024$13.4M
FY2024$13.6M
Expenses
$10.7M
FY2024▲ +4%
Expenses by fiscal year
FY2020$8.4M
FY2021$9.1M
FY2022$9.2M
FY2023$9.4M
FY2024$10.3M
FY2024$10.7M
Net assets
$28.5M
FY2024▲ +17%
Net assets by fiscal year
FY2020$17.7M
FY2021$19.8M
FY2022$18.5M
FY2023$20.2M
FY2024$24.3M
FY2024$28.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $7.8M Management & general 21% · $2.3M Fundraising 6% · $597K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

32 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
Head of School
$332,592Pt VII · Sec A
$286,965Pt VII · Sec A
Dir. of Institutional Advancement
$143,734Pt VII · Sec A
Director of Admissions
$136,370Pt VII · Sec A
Assistant Head of School
$127,118Pt VII · Sec A
Teacher
$119,500Pt VII · Sec A
Director of Learning Services
$113,682Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Raymond Yu’s $333K as Head of School is at the 71st percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Raymond Yu$332,592$317,470$179,114———
Mike Gardner$286,965$271,267$238,572$229,075$218,990$217,911
Rafael Del Castillo———$133,427$253,221$260,442
Teresa D Barnett——$108,024$187,722$166,642$148,647
Jennifer Bloch Garcia—$121,439$119,078$146,649$117,950$104,941
Rose Bellini$143,734—————
Michele Sanchez$136,370$126,169$119,691———
Jennifer Boch Garcia$127,118—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Bertschi School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Teaches children to be compassionate, confident, and creative global citizens.

Provided by the organization

This section is blank until The Bertschi School claims this page.

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1 program service account for $7.8M of program spending, described in the organization's own filed words · FY2024.
01

Bertschi school is an independent day school, offering pre-kindgergarten and primary education to approximately 243 day students from the seattle metro area. Our curriculum includes after school extended day programming, student clubs, and a six-week summer camp.

$7.8Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 14 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$13.6M
Ln 12
Fees for servicesLn 2g$10.3M
Gifts and grantsLn 1h$2.7M
Investment incomeLn 3$592K
Money outPt IX
$10.7M
Ln 25
Programscol B$7.8M
Managementcol C$2.3M
Fundraisingcol D$597K
Owns and owesPt X
$28.5M
net assets · Ln 32
Cash and savingsLn 1–2$4.3M
Total assetsLn 16$39.4M
LiabilitiesLn 26$10.9M
PeoplePt VI, VII
32
listed · VII A
PaidVII A7
Voting boardVI 1a25
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Noncash giftsLn 1g$69K
Fees for servicesLn 2g$10.3M
Investment incomeLn 3$592K
Other incomeLn 4–11$28K
Gains on assetsLn 7$259
Total revenueLn 12$13.6M
Assets in detailPt X, end of year
CashLn 1$4.3M
SavingsLn 2$1K
Cash and savings togetherLn 1–2$4.3M
InvestmentsLn 11–13$16.8M
Land, buildings, equipmentLn 10c$15.2M
Other assetsLn 15$196K
Total assetsLn 16$39.4M
LiabilitiesLn 26$10.9M
Net assetsLn 32$28.5M
OperationsPt I, VI
EmployeesI 594
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.3M$4.3M
InvestmentsLn 11–13$14.5M$16.8M
Land, buildings, equipmentLn 10c$14.0M$15.2M
Total assetsLn 16$35.1M$39.4M
LiabilitiesLn 26$10.8M$10.9M
Net assetsLn 32$24.3M$28.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.1M$1.1M
Pay of current officers, directors and key staffLn 5$755K$189K$378K$189K
Other salaries and wagesLn 7$5.2M$4.0M$936K$229K
Pension plan contributionsLn 8$287K$223K$52K$13K
Other employee benefitsLn 9$573K$444K$103K$25K
Payroll taxesLn 10$432K$335K$78K$19K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$37K$37K
Other fees for servicesLn 11g$385K$126K$196K$63K
Advertising and promotionLn 12$16K$372$13K$3K
Office expensesLn 13$11K$254$9K$2K
Information technologyLn 14$134K$3K$109K$22K
OccupancyLn 16$329K$256K$69K$4K
InterestLn 20$230K$223K$7K
Depreciation, depletion and amortizationLn 22$534K$423K$105K$7K
InsuranceLn 23$122K$97K$24K$2K
Other expenses (24a–d)Ln 24$478K$339K$118K$20K
Total functional expensesLn 25$10.7M$7.8M$2.3M$597K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $13.4M$10.3M$3.1M$24.3M 990 PDF
FY2023 $10.6M$9.4M$1.2M$20.2M 990 PDF
FY2022 $9.8M$9.2M$536K$18.5M 990 PDF
FY2021 $9.1M$9.1M$55K$19.8M 990 PDF
FY2020 $8.8M$8.4M$374K$17.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $13,621,851 across 8 lines filed
VIII-1f All other contributions, gifts and grants$2,699,601
VIII-1g Noncash contributions (included above)$69,191
VIII-1h Total contributions, gifts and grants$2,699,601
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,302,216$10,302,216
VIII-3 Investment incomeExcluded from tax $591,948$591,948
VIII-6 Net rental income or lossExcluded from tax $27,827$27,827
VIII-7 Net gain or loss on sales of assetsExcluded from tax $259$259
VIII-12 Total revenueRelated to mission $10,302,216 · Unrelated business $0 · Excluded from tax $620,034$13,621,851
Part IX · Statement of functional expenses $10,698,227 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $1,143,110$1,143,110
IX-5 Pay of current officers, directors and key staffPrograms $188,860 · Management $377,722 · Fundraising $188,860$755,442
IX-7 Other salaries and wagesPrograms $4,030,958 · Management $935,582 · Fundraising $228,600$5,195,140
IX-8 Pension plan contributionsPrograms $222,852 · Management $51,724 · Fundraising $12,638$287,214
IX-9 Other employee benefitsPrograms $444,333 · Management $103,129 · Fundraising $25,199$572,661
IX-10 Payroll taxesPrograms $334,997 · Management $77,753 · Fundraising $18,998$431,748
IX-11b Legal feesManagement $5,749$5,749
IX-11c Accounting feesManagement $30,391$30,391
IX-11f Investment management feesManagement $37,336$37,336
IX-11g Other fees for servicesPrograms $125,779 · Management $195,729 · Fundraising $63,415$384,923
IX-12 Advertising and promotionPrograms $372 · Management $13,115 · Fundraising $2,634$16,121
IX-13 Office expensesPrograms $254 · Management $8,957 · Fundraising $1,799$11,010
IX-14 Information technologyPrograms $3,083 · Management $108,738 · Fundraising $21,835$133,656
IX-16 OccupancyPrograms $256,492 · Management $69,012 · Fundraising $3,963$329,467
IX-20 InterestPrograms $222,577 · Management $7,139$229,716
IX-22 Depreciation, depletion and amortizationPrograms $422,643 · Management $105,054 · Fundraising $6,766$534,463
IX-23 InsurancePrograms $96,714 · Management $24,040 · Fundraising $1,548$122,302
IX-24 Other expenses (24a–d)Programs $339,272 · Management $118,139 · Fundraising $20,367$477,778
IX-25 Total functional expensesPrograms $7,832,296 · Management $2,269,309 · Fundraising $596,622$10,698,227
Part X · Balance sheet $39,400,746 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $4,144,692$4,337,047
X-2 Savings and temporary cash investmentsStart of year $189,757$1,297
X-3 Pledges and grants receivableStart of year $1,816,469$2,544,673
X-4 Accounts receivableStart of year $30,696$31,637
X-9 Prepaid expenses and deferred chargesStart of year $89,740$126,076
X-10c Land, buildings and equipment, netStart of year $14,013,056$15,248,391
X-11 Publicly traded securitiesStart of year $14,461,153$16,792,163
X-14 Intangible assetsStart of year $131,749$122,966
X-15 Other assetsStart of year $196,496$196,496
X-16 Total assetsStart of year $35,073,808$39,400,746
X-17 Accounts payable and accrued expensesStart of year $939,779$1,128,880
X-19 Deferred revenueStart of year $4,082,394$4,258,450
X-20 Tax-exempt bond liabilitiesStart of year $4,444,790$4,222,189
X-26 Total liabilitiesStart of year $10,787,790$10,886,446
X-27 Net assets without donor restrictionsStart of year $14,210,665$15,839,054
X-28 Net assets with donor restrictionsStart of year $10,075,353$12,675,246
X-32 Total net assets or fund balancesStart of year $24,286,018$28,514,300
X-33 Total liabilities and net assetsStart of year $35,073,808$39,400,746
Part XI · Reconciliation of net assets $28,514,300 net assets at year end
XI-1 Total revenue$13,621,851
XI-2 Total expenses$10,698,227
XI-3 Revenue less expenses$2,923,624
XI-4 Net assets at start of year$24,286,018
XI-5 Net unrealized gains (losses) on investments$1,378,324
XI-9 Other changes in net assets−$73,666
XI-10 Net assets at end of year$28,514,300

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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