2024-03-18T11:28:42-05:00 2023-06-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2022-07-01 910975541 BERTSCHI SCHOOL BERT 2069571527 2227 10TH AVE E SEATTLE WA 98102 RAYMOND YU HEAD OF SCHOOL 2069571527 2024-03-14 1 RAYMOND YU XXX-XX-XXXX 1 ERIC L KIMPTON P01970440 2067821767 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RAYMOND YU 2227 10TH AVE E SEATTLE WA 98102 10973025 0 X WWW.BERTSCHI.ORG X 1976 WA TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE LEARNERS IN A GLOBAL COMMUNITY. 24 20 101 89 0 0 1089935 889832 8397210 9082703 237485 597909 34645 23813 9759275 10594257 1076091 992347 0 0 6011385 6218415 0 0 455421 2135849 2209002 9223325 9419764 535950 1174493 29979926 30922167 11434387 10697353 18545539 20224814 TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE LEARNERS IN A GLOBAL COMMUNITY. 0 0 6934138 992347 9082703 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. 6934138 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MIKE GARDNER 2064426859 2227 10TH AVE E SEATTLE WA 98102 MELINDA WILLIAMS PRESIDENT, EXECUTIVE CHAIR 2.00 X X 0 0 0 SEAN MCCANN VICE PRESIDENT, AUDIT CHAIR 2.00 X X 0 0 0 ERIK TOLZMANN TREASURER, FINANCE CHAIR 2.00 X X 0 0 0 CELESTE MACAPIA SECRETARY 2.00 X X 0 0 0 ANA PAREDES ANDERSON TRUSTEE 2.00 X 0 0 0 TRACY BENNETT TRUSTEE 2.00 X 0 0 0 JO CALLAHAN TRUSTEE 2.00 X 0 0 0 JENN CREEGAN TRUSTEE 2.00 X 0 0 0 JENNIE FOX TRUSTEE 2.00 X 0 0 0 LESLIE KANTER TRUSTEE 2.00 X 0 0 0 TIFFANY KELLY-GRAY TRUSTEE 2.00 X 0 0 0 SANDY MARGOLES TRUSTEE 2.00 X 0 0 0 DWAYNE MCCLAIN TRUSTEE 2.00 X 0 0 0 RAVEN MORGAN TRUSTEE 2.00 X 0 0 0 DAVE MORRIS TRUSTEE 2.00 X 0 0 0 RAJA MUKERJI TRUSTEE 2.00 X 0 0 0 BECCA OCHILTREE TRUSTEE 2.00 X 0 0 0 ALISA PLE-PLAKON TRUSTEE 2.00 X 0 0 0 GEORGE RHODES TRUSTEE 2.00 X 0 0 0 GERALDINE RODRIGUEZ TRUSTEE 2.00 X 0 0 0 RYAN ROURKE TRUSTEE 2.00 X 0 0 0 BERNADETTE BULACAN STARIN TRUSTEE 2.00 X 0 0 0 LARA WAGNER TRUSTEE 2.00 X 0 0 0 CHRIS WALKER TRUSTEE 2.00 X 0 0 0 RAYMOND YU HEAD OF SCHOOL 40.00 X 179114 0 33725 MIKE GARDNER CFO 40.00 X 238572 0 48748 TERESA D BARNETT FORMER INTERIM HEAD OF SCHOOL 20.00 X 108024 0 12024 JENNIFER BLOCH GARCIA ASSISTANT HEAD OF SCHOOL 40.00 X 119078 0 19560 MICHELE SANCHEZ DIRECTOR OF ADMISSIONS 40.00 X 119691 0 19215 ROSEANNE E BELLINI DIRECTOR IF INSTITUTIONAL ADVANCEMENT 40.00 X 116299 0 20015 LINDA ARLAND TEACHER 40.00 X 100236 0 17029 981014 0 170316 7 0 1 0 0 87004 802828 15552 889832 TUITION AND FEES 900099 9082703 9082703 9082703 352118 352118 624559 378768 245791 245791 245791 SPACE RENTAL 900099 20940 20940 MISC INCOME 900099 2873 2873 23813 10594257 9082703 0 621722 992347 992347 685372 168193 348986 168193 4378088 3410385 852521 115182 248532 194483 47885 6164 539440 426764 96775 15901 366983 263400 84427 19156 2953 2953 28568 28568 22759 22759 371945 143075 148976 79894 12362 12362 152808 920 115686 36202 342335 238286 100425 3624 233658 209910 23748 533294 421718 104824 6752 99197 78443 19498 1256 SUPPLIES/FIELD TRIPS 311320 311320 PROF. DEVELOPMENT 91448 56177 32174 3097 BOND RELATED FEES 6355 6355 9419764 6934138 2030205 455421 4270641 3834752 1012 1015 129112 115765 19201 11619 137960 185506 21508194 7902565 13533580 13605629 11543212 12830853 148712 140532 196496 196496 29979926 30922167 790016 883559 3687198 3789098 4872146 4661169 2085027 1363527 11434387 10697353 X 12063885 13118564 6481654 7106250 18545539 20224814 29979926 30922167 X 1174493 517652 -12870 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196496 X X 0 6309974 224966 650581 257666 6927855 7297256 220150 -959344 248088 6309974 5779822 206178 1529861 218605 7297256 5416714 226870 337389 201151 5779822 4768323 346808 475252 173669 5416714 0.00000 0.78250 0.21750 0 0 3173066 3173066 16169735 6812398 9357337 1415115 1090167 324948 750278 750278 13605629 10119562 517652 517652 9601910 992347 992347 10594257 8440287 12870 12870 8427417 992347 992347 9419764 PART III, LINE 4: DONATED ART ON EXHIBIT ON SCHOOL GROUNDS; HISTORICAL VIDEO OF THE SCHOOL FEATURING HEAD OF SCHOOL & FOUNDER BRIGITTE BERTSCHI. PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRIMARILY SUPPORTS FINANCIAL AID AWARDS AND GENERAL OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID: 992,347. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS: 12,870. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID: 992,347. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS INCLUDES BERTSCHI SCHOOL IN ITS ADS IN VARIOUS PUBLICATIONS. THE POLICY IS ALSO ON THE SCHOOL'S WEBSITE. 1 FINANCIAL AID 41 992347 BOOK REDUCTION OF FAMILIES' TUITION COST PART I, LINE 2: THE DIRECTOR OF ADMISSIONS AND FINANCIAL AID MAINTAINS FILES ON THE STUDENTS ELIGIBLE FOR FINANCIAL AID/GRANTS. THE FINANCIAL AID IS CONTINGENT ON CONTINUED ENROLLMENT AND SATISFACTORY STUDENT PERFORMANCE. X X X 0 0 0 0 0 0 0 0 0 MIKE GARDNER CFO 238572 0 0 0 0 0 14314 0 34434 0 287320 0 0 0 RAYMOND YU HEAD OF SCHOOL 179114 0 0 0 0 0 9625 0 24100 0 212839 0 0 0 A WASHINGTON STATE HOUSING FINANCE COMMISSION 910975541 000000000 2015-09-09 7500000 REFINANCING/CAPITAL EXPENDITURES 0 0 0 A 2838831 7500000 118916 5990593 1390491 2018 0 1 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 TRUSTEE 71791 DISCOUNTED TUITION FINANCIAL AID TRUSTEE 32860 DISCOUNTED TUITION FINANCIAL AID TRUSTEE 31930 DISCOUNTED TUITION FINANCIAL AID TRUSTEE 4740 DISCOUNTED TUITION FINANCIAL AID FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS MADE AVAILABLE TO EACH GOVERNING BOARD MEMBER. THE AUDIT COMMITTEE WILL BE PROVIDED A COPY OF THE 990 AND REQUESTED TO REVIEW PRIOR TO THE MEETING TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CFO AND/OR CONTROLLER REVIEWS ALL CONTRIBUTIONS AND PAYMENTS THAT MIGHT POSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL COMPENSATION WAS THOROUGHLY REVIEWED IN 2016, BASED ON COMPARABILITY DATA, THIRD-PARTY INPUT, AND INTERNAL DELIBERATIONS BY THE BOARD OF TRUSTEES LEADERSHIP. THE HEAD OF SCHOOL HAS AN EMPLOYMENT AGREEMENT THROUGH JUNE 2025. THE SCHOOL EVALUATES COMPENSATION FOR THE OTHER MEMBERS OF THE MANAGEMENT TEAM ON AN ANNUAL BASIS USING AVAILABLE COMPARABILITY DATA FROM VARIOUS INDUSTRY SOURCES, INCLUDING THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 WE DO NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -12,870.