The Bertschi School
- Assets
- $30.9m
- Revenue
- $10.6m
- Investments
- $0.0
- Employees
- 101
- Location
- Seattle, WA
- Founding
- 05/1978
- Data as of
- 06/2023
- 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 06/2023, Bertschi School employed 101 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 06/2023, Bertschi School generated $10.6m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.2% each year. All expenses for the organization totaled $9.4m during the year ending 06/2023. While expenses have increased by 3.1% per year over the past 8 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE LEARNERS IN A GLOBAL COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BERTSCHI 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 |
|---|---|---|---|
Melinda Williams President, Executive Chair | OfficerTrustee | 2 | $0 |
Sean Mccann Vice President, Audit Chair | OfficerTrustee | 2 | $0 |
Erik Tolzmann Treasurer, Finance Chair | OfficerTrustee | 2 | $0 |
Celeste Macapia Secretary | OfficerTrustee | 2 | $0 |
Ana Paredes Anderson Trustee | Trustee | 2 | $0 |
Tracy Bennett Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $87,004 |
| All other contributions, gifts, grants, and similar amounts not included above | $802,828 |
| Noncash contributions included in lines 1a–1f | $15,552 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $889,832 |
| Total Program Service Revenue | $9,082,703 |
| Investment income | $352,118 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $245,791 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,594,257 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $992,347 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $685,372 |
| Compensation of current officers, directors, key employees. | $348,986 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,378,088 |
| Pension plan accruals and contributions | $248,532 |
| Other employee benefits | $539,440 |
| Payroll taxes | $366,983 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,953 |
| Fees for services: Accounting | $28,568 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $22,759 |
| Fees for services: Other | $371,945 |
| Advertising and promotion | $12,362 |
| Office expenses | $152,808 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $342,335 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $233,658 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $533,294 |
| Insurance | $99,197 |
| All other expenses | $0 |
| Total functional expenses | $9,419,764 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,834,752 |
| Savings and temporary cash investments | $1,015 |
| Pledges and grants receivable | $115,765 |
| Accounts receivable, net | $11,619 |
| 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 | $185,506 |
| Net Land, buildings, and equipment | $13,605,629 |
| Investments—publicly traded securities | $12,830,853 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $140,532 |
| Other assets | $196,496 |
| Total assets | $30,922,167 |
| Accounts payable and accrued expenses | $883,559 |
| Grants payable | $0 |
| Deferred revenue | $3,789,098 |
| Tax-exempt bond liabilities | $4,661,169 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,363,527 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $10,697,353 |
| Net assets without donor restrictions | $13,118,564 |
| Net assets with donor restrictions | $7,106,250 |
| 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 | $30,922,167 |