The Bertschi School FY2020 filing

Tax-deductible

Seattle, WA501(c)(3)Since 1976EducationEIN 91-0975541Revenue $8.8M in FY2020

On file with the IRSbertschi.org2227 10th Ave E, 98102-4107 · Seattle, WATax-exempt since May 1978School — 170(b)(1)(A)(ii)

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

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$836K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$836K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.8 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
$12.0M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 20 voting members
Looks good: 18 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.8M
Spent
$8.4M
To programs
75%
Net assets
$17.7M
By yearFY2020–FY2025
Revenue
$8.8M
FY2020
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
$8.4M
FY2020
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
$17.7M
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

75 cents of each dollar spent went to programs.

Program services 75% · $6.3M Management & general 21% · $1.8M Fundraising 4% · $351K

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

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Who runs it and what they're paid

25 people listed on the 990; $836K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Head of School
$260,442Pt VII · Sec A
$217,911Pt VII · Sec A
Associate Head of School
$148,647Pt VII · Sec A
Director of Learning Servi
$104,941Pt VII · Sec A
Director of Enrollment Man
$104,132Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$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.

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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.

Questions for The Bertschi School

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Provided by the organization

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1 program · $6.3M · in their own filed words · FY2019
01

Bertschi school is an independent day school, offering pre-kindergarten and primary education to approximately 241 day students from the seattle metro area. Our curriculum includes after school extended day programming, student clubs, and a six-week summer camp.

$6.3Mprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$8.8M
Ln 12
Fees for servicesLn 2g$7.8M
Gifts and grantsLn 1h$695K
Investment incomeLn 3$329K
Money outPt IX
$8.4M
Ln 25
Programscol B$6.3M
Managementcol C$1.8M
Fundraisingcol D$351K
Owns and owesPt X
$17.7M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$29.7M
LiabilitiesLn 26$12.0M
PeoplePt VI, VII
25
listed · VII A
PaidVII A5
Voting boardVI 1a20
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$695K
Noncash giftsLn 1g$41K
Fees for servicesLn 2g$7.8M
Investment incomeLn 3$329K
Other incomeLn 4–11$15K
Gains on assetsLn 7$3K
Total revenueLn 12$8.8M
Assets in detailPt X, end of year
CashLn 1$4.1M
SavingsLn 2$500
Cash and savings togetherLn 1–2$4.1M
InvestmentsLn 11–13$12.5M
Land, buildings, equipmentLn 10c$12.4M
Other assetsLn 15$196K
Total assetsLn 16$29.7M
LiabilitiesLn 26$12.0M
Net assetsLn 32$17.7M
OperationsPt I, VI
EmployeesI 594
VolunteersI 6100
Fiscal year endsHeaderJune
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 FY20End FY20
Cash and savingsLn 1–2$4.4M$4.1M
InvestmentsLn 11–13$11.7M$12.5M
Land, buildings, equipmentLn 10c$12.7M$12.4M
Total assetsLn 16$29.4M$29.7M
LiabilitiesLn 26$12.4M$12.0M
Net assetsLn 32$16.9M$17.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$981K$981K
Pay of current officers, directors and key staffLn 5$551K$405K$117K$28K
Other salaries and wagesLn 7$4.1M$3.0M$865K$209K
Pension plan contributionsLn 8$218K$161K$46K$11K
Other employee benefitsLn 9$459K$337K$98K$24K
Payroll taxesLn 10$329K$242K$70K$17K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$68K$68K
Other fees for servicesLn 11g$158K$61K$92K$5K
Office expensesLn 13$160K$9K$108K$43K
OccupancyLn 16$272K$211K$57K$3K
InterestLn 20$279K$170K$109K
Depreciation, depletion and amortizationLn 22$499K$423K$68K$7K
InsuranceLn 23$75K$64K$10K$1K
Other expenses (24a–d)Ln 24$334K$285K$45K$4K
Total functional expensesLn 25$8.4M$6.3M$1.8M$351K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $13.6M$10.7M$2.9M$28.5M 990 PDF
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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $8,823,462 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $642,348$694,857
I-9 Program service revenuePrior year $7,459,413$7,784,882
I-10 Investment incomePrior year $304,380$328,943
I-11 Other revenuePrior year $18,098$14,780
I-12 Total revenuePrior year $8,424,239$8,823,462
I-13 Grants and similar amounts paidPrior year $845,760$981,346
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,255,638$5,619,480
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,005,618$1,849,047
I-18 Total expensesPrior year $8,107,016$8,449,873
I-19 Revenue less expensesPrior year $317,223$373,589
Part VI · Governance 18 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members18
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 $8,823,462 across 8 lines filed
VIII-1f All other contributions, gifts and grants$694,857
VIII-1g Noncash contributions (included above)$41,211
VIII-1h Total contributions, gifts and grants$694,857
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,784,882$7,784,882
VIII-3 Investment incomeExcluded from tax $325,865$325,865
VIII-6 Net rental income or lossExcluded from tax $14,780$14,780
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,078$3,078
VIII-12 Total revenueRelated to mission $7,784,882 · Unrelated business $0 · Excluded from tax $343,723$8,823,462
Part IX · Statement of functional expenses $8,449,873 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $981,346$981,346
IX-5 Pay of current officers, directors and key staffPrograms $405,038 · Management $117,190 · Fundraising $28,313$550,541
IX-7 Other salaries and wagesPrograms $2,989,139 · Management $864,849 · Fundraising $208,949$4,062,937
IX-8 Pension plan contributionsPrograms $160,582 · Management $46,461 · Fundraising $11,225$218,268
IX-9 Other employee benefitsPrograms $337,394 · Management $97,618 · Fundraising $23,585$458,597
IX-10 Payroll taxesPrograms $242,149 · Management $70,061 · Fundraising $16,927$329,137
IX-11b Legal feesManagement $4,706$4,706
IX-11c Accounting feesManagement $67,735$67,735
IX-11g Other fees for servicesPrograms $60,958 · Management $92,145 · Fundraising $4,590$157,693
IX-13 Office expensesPrograms $9,465 · Management $107,736 · Fundraising $42,820$160,021
IX-16 OccupancyPrograms $211,461 · Management $57,337 · Fundraising $3,153$271,951
IX-20 InterestPrograms $170,132 · Management $108,894$279,026
IX-22 Depreciation, depletion and amortizationPrograms $423,460 · Management $68,480 · Fundraising $6,783$498,723
IX-23 InsurancePrograms $63,688 · Management $10,299 · Fundraising $1,020$75,007
IX-24 Other expenses (24a–d)Programs $285,176 · Management $45,321 · Fundraising $3,688$334,185
IX-25 Total functional expensesPrograms $6,339,988 · Management $1,758,832 · Fundraising $351,053$8,449,873
Part X · Balance sheet $29,653,392 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $4,354,589$4,113,124
X-2 Savings and temporary cash investmentsStart of year $514$500
X-3 Pledges and grants receivableStart of year $62,169$0
X-4 Accounts receivableStart of year $40,663$52,357
X-9 Prepaid expenses and deferred chargesStart of year $165,572$190,239
X-10c Land, buildings and equipment, netStart of year $12,657,346$12,432,204
X-11 Publicly traded securitiesStart of year $11,709,009$12,503,399
X-14 Intangible assetsStart of year $173,254$165,073
X-15 Other assetsStart of year $196,496$196,496
X-16 Total assetsStart of year $29,359,612$29,653,392
X-17 Accounts payable and accrued expensesStart of year $854,621$913,949
X-19 Deferred revenueStart of year $3,393,525$2,839,589
X-20 Tax-exempt bond liabilitiesStart of year $5,471,755$5,277,487
X-24 Unsecured notes and loans payable$920,534
X-26 Total liabilitiesStart of year $12,439,901$11,991,559
X-27 Net assets without donor restrictionsStart of year $11,399,101$11,797,511
X-28 Net assets with donor restrictionsStart of year $5,520,610$5,864,322
X-32 Total net assets or fund balancesStart of year $16,919,711$17,661,833
X-33 Total liabilities and net assetsStart of year $29,359,612$29,653,392
Part XI · Reconciliation of net assets $17,661,833 net assets at year end
XI-1 Total revenue$8,823,462
XI-2 Total expenses$8,449,873
XI-3 Revenue less expenses$373,589
XI-4 Net assets at start of year$16,919,711
XI-5 Net unrealized gains (losses) on investments$368,533
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,661,833

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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