The Bertschi School
- Assets
- $30.0m
- Revenue
- $9.8m
- Investments
- $0.0
- Employees
- 95
- Location
- Seattle, WA
- Founding
- 05/1978
- Data as of
- 06/2022
- EIN
- 91-0975541
Organization Overview
The Bertschi School is located in Seattle, WA. The organization was established in 1978. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2022, Bertschi School employed 95 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertschi School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Bertschi School generated $9.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $9.2m during the year ending 06/2022. While expenses have increased by 3.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE IN A GLOBAL COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BERTISCHI SCHOOL IS AN INDEPENDENT DAY SCHOOL, OFFERING PRE-KINDGERGARTEN AND PRIMARY EDUCATION TO APPROXIMATELY 240 DAY STUDENTS FROM THE SEATTLE METRO AREA. OUR CURRICULUM INCLUDES AFTER SCHOOL EXTENDED DAY PROGRAMMING, STUDENT CLUBS, AND A SIX-WEEK SUMMER CAMP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mike Gardner CFO | Officer | 40 | $229,075 |
Teresa D Barnett Interim Head Of School | Officer | 40 | $187,722 |
Jennifer Bloch Garcia Assistant Head Of School | 40 | $146,649 | |
Rafael Del Castillo Head Of School | Officer | 20 | $133,427 |
Laura Truog Fierce Director Of It | 40 | $113,689 | |
Roseanne E Bellini Director Of Institutional Advancement | 40 | $111,549 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $189,434 |
| All other contributions, gifts, grants, and similar amounts not included above | $900,501 |
| Noncash contributions included in lines 1a–1f | $3,672 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,089,935 |
| Total Program Service Revenue | $8,397,210 |
| Investment income | $262,990 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$25,505 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,759,275 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,076,091 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $527,752 |
| Compensation of current officers, directors, key employees. | $404,866 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,306,173 |
| Pension plan accruals and contributions | $246,042 |
| Other employee benefits | $574,111 |
| Payroll taxes | $357,307 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,520 |
| Fees for services: Accounting | $32,193 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $323,631 |
| Advertising and promotion | $0 |
| Office expenses | $177,103 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $402,615 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $234,602 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $527,850 |
| Insurance | $89,582 |
| All other expenses | $0 |
| Total functional expenses | $9,223,325 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,270,641 |
| Savings and temporary cash investments | $1,012 |
| Pledges and grants receivable | $129,112 |
| Accounts receivable, net | $19,201 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $137,960 |
| Net Land, buildings, and equipment | $13,533,580 |
| Investments—publicly traded securities | $11,543,212 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $148,712 |
| Other assets | $196,496 |
| Total assets | $29,979,926 |
| Accounts payable and accrued expenses | $790,016 |
| Grants payable | $0 |
| Deferred revenue | $3,687,198 |
| Tax-exempt bond liabilities | $4,872,146 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,085,027 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $11,434,387 |
| Net assets without donor restrictions | $12,063,885 |
| Net assets with donor restrictions | $6,481,654 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $29,979,926 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that The Bertschi School has recieved totaling $231,236.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $101,011 |
The Seattle Foundation Seattle, WA PURPOSE: TO PROVIDE GENERAL SUPPORT; IN GENERAL SUPPORT FOR FISCAL YEARS 2021-2023; TO SUPPORT A SCHOLARSHIP FOR BLACK STUDENTS | $54,000 |
Paypal Charitable Giving Fund Washington, DC PURPOSE: General Support | $33,198 |
Sujal And Meera Patel Foundation Kirkland, WA PURPOSE: SUPPORT PROGRAMS TO DEVELOP EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. | $15,000 |
Organization Name not Listed PURPOSE: GENERAL OPERATIONS | | $10,000 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $10,000 |
Endowment Analysis
| Beg. Balance | $7,297,256 |
| Earnings | -$959,344 |
| Net Contributions | $220,150 |
| Other Expense | $248,088 |
| Ending Balance | $6,309,974 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Evergreen School Shoreline, WA | $54,109,732 | $18,688,724 |
University Child Development School Seattle, WA | $35,789,355 | $15,422,217 |
Seattle Country Day School Seattle, WA | $55,770,404 | $17,470,349 |
St Thomas School Medina, WA | $79,286,782 | $15,883,490 |
French American School Of Puget Sound Mercer Island, WA | $16,865,271 | $13,425,838 |
The Open Window School Bellevue, WA | $36,380,827 | $12,092,167 |
Gresham Arthur Academy Public Charter School Portland, OR | $14,718,484 | $9,208,791 |
Kings Way Christian Schools Vancouver, WA | $6,224,718 | $10,439,261 |
The Bertschi School Seattle, WA | $29,979,926 | $9,759,275 |
Northwest Christian Schools Inc Colbert, WA | $28,921,822 | $10,264,854 |
Meridian School Seattle, WA | $11,104,364 | $8,438,770 |
Santiam Christian Schools Adair Village, OR | $11,670,742 | $5,933,883 |