The Bertschi School

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $2,500 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

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

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-0975541) · Dispute this line
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

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.4M a year · 13% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
73% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 12% of spending
Pay to officers and key staff is 12% of spending.
Part VII, Section A
4.9 mo
of spending, in cash
Plus $16.8M in investments, Pt X · Ln 11–13
4.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
14
named funders · $953K
14 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$10.9M
28% of total assets
Liabilities are 28% of assets.
Pt X · Ln 26
Independent board members
22
of 25 voting members
22 of 25 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$13.6M
+2% vs prior year
Spent
$10.7M
To programs
73%
Net assets
$28.5M
By yearFY2020–FY2025
Revenue
$13.6M
FY2025▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.8M
FY2021$9.1M
FY2022$9.8M
FY2023$10.6M
FY2024$13.4M
FY2025$13.6M
Expenses
$10.7M
FY2025▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.4M
FY2021$9.1M
FY2022$9.2M
FY2023$9.4M
FY2024$10.3M
FY2025$10.7M
Net assets
$28.5M
FY2025▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$17.7M
FY2021$19.8M
FY2022$18.5M
FY2023$20.2M
FY2024$24.3M
FY2025$28.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. 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.

Something off? Claim to add context

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).

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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 →

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.

Questions for The Bertschi School

Tap to ask. The Bertschi School sees how many people are interested.

Your first name shows with your question. The Bertschi School answers here, for everyone.

1 program · $7.8M · in their 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.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-0975541) · Dispute this line
$7.8Mprogram expense

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 FY2025 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
Pledges and grants receivableLn 3$2.5M
Accounts receivableLn 4$32K
Prepaid expenses and deferred chargesLn 9$126K
Land, buildings, equipmentLn 10c$15.2M
InvestmentsLn 11–13$16.8M
Intangible assetsLn 14$123K
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 endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$4.2M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$7.5M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$69K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$37K
Share of the $8.3M endowmentSch D 1g0.45%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$8.3M$7.6M$6.9M$6.3M$7.3M
AddedLn 1b$52K$33K$225K$220K$206K
SpentLn 1d–1f$275K$273K$258K$248K$219K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
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
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.1M$1.1M
Pay of officers and key staff (Part IX, line 5)Ln 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
FY2025 Latest ViewingFiled with the IRS May 11, 2026 $13.6M$10.7M$2.9M$28.5M 990 PDF
FY2024Filed with the IRS Apr 10, 2025 $13.4M$10.3M$3.1M$24.3M 990 PDF
FY2023Filed with the IRS Mar 18, 2024 $10.6M$9.4M$1.2M$20.2M 990 PDF
FY2022Filed with the IRS Feb 15, 2023 $9.8M$9.2M$536K$18.5M 990 PDF
FY2021Filed with the IRS May 16, 2022 $9.1M$9.1M$55K$19.8M 990 PDF
FY2020Filed with the IRS May 14, 2021 $8.8M$8.4M$374K$17.7M 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments E · Schools I · Grants J · Pay K · Bonds L · Interested persons M · Noncash O · Explanations
See the full FY2025 990
Part I · Summary $13,621,851 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,142,020$2,699,601
I-9 Program service revenuePrior year $9,444,033$10,302,216
I-10 Investment incomePrior year $750,123$592,207
I-11 Other revenuePrior year $28,315$27,827
I-12 Total revenuePrior year $13,364,491$13,621,851
I-13 Grants and similar amounts paidPrior year $956,109$1,143,110
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,841,958$7,242,205
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,463,045$2,312,912
I-18 Total expensesPrior year $10,261,112$10,698,227
I-19 Revenue less expensesPrior year $3,103,379$2,923,624
Part VI · Governance 22 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members22
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
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 officers and key staff (Part IX, line 5)Programs $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, 19 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-23 Secured mortgages and notes payableStart of year $1,320,827$1,276,927
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 FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.

Featured nonprofit jobs

All nonprofit jobs → · Hiring? Post a job →