Nonprofit · EIN 91-0975541
THE BERTSCHI SCHOOL
Tax-exempt · SEATTLE, WA 98102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,621,851 | $10,698,227 | $2,923,624 | $39,400,746 | $10,886,446 | $28,514,300 |
| June 30, 2024 | 990 | $13,364,491 | $10,261,112 | $3,103,379 | $35,073,808 | $10,787,790 | $24,286,018 |
| June 30, 2023 | 990 | $10,594,257 | $9,419,764 | $1,174,493 | $30,922,167 | $10,697,353 | $20,224,814 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,699,601
- Program service revenue
- $10,302,216
- Investment income
- $592,207
- Net rental income
- $27,827
- Net gain from sales of assets
- $259
- Other revenue
- $27,827
Expenses
- Grants and similar amounts paid
- $1,143,110
- Compensation of officers, directors and key employees
- $755,442
- Other salaries and wages
- $5,195,140
- Salaries, compensation and benefits (total)
- $7,242,205
- Professional fundraising fees
- $0
- Legal fees
- $5,749
- Accounting fees
- $30,391
- Occupancy
- $329,467
- Depreciation
- $534,463
- Program services (functional)
- $7,832,296
- Management and general (functional)
- $2,269,309
- Fundraising (functional)
- $596,622
Balance sheet and other
- Total assets, start of year
- $35,073,808
- Total assets, end of year
- $39,400,746
- Total liabilities, end of year
- $10,886,446
- Net assets, end of year
- $28,514,300
- Land, buildings and equipment
- $15,248,391
- Publicly traded securities
- $16,792,163
- Net assets without donor restrictions
- $15,839,054
- Net assets with donor restrictions
- $12,675,246
- Gross receipts
- $13,690,783
- Employees
- 94
- Volunteers
- 100
- Year formed
- 1976
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAYMOND YU | HEAD OF SCHOOL Officer | 40 | $332,592 | $53,623 |
| MIKE GARDNER | CFO Officer | 40 | $286,965 | $53,372 |
| ROSE BELLINI | DIR. OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 40 | $143,734 | $20,192 |
| MICHELE SANCHEZ | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $136,370 | $20,587 |
| JENNIFER BOCH GARCIA | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $127,118 | $20,664 |
| VIDA TOWNE | TEACHER Highest-paid employee | 40 | $119,500 | $7,385 |
| LARISSA WEBER | DIRECTOR OF LEARNING SERVICES Highest-paid employee | 40 | $113,682 | $6,888 |
| JENN CREEGAN | PRESIDENT, EXECUTIVE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVE MORRIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ANA PAREDES ANDERSON | TREASURER, FINANCE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE RHODES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANN ALTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JO CALLAHAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELVIRA CASTILLO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YB CHOI | TRUSTEE Trustee or director | 2 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GOODMAN | TRUSTEE Trustee or director | 2 | $0 |
| LASHONDRA HAYES | TRUSTEE Trustee or director | 2 | $0 |
| MAKINI HOWELL | TRUSTEE Trustee or director | 2 | $0 |
| SCARLETT HUNTER | TRUSTEE Trustee or director | 2 | $0 |
| NICOLE JENSEN | TRUSTEE Trustee or director | 2 | $0 |
| LESLIE KANTER | TRUSTEE Trustee or director | 2 | $0 |
| OLIVIA KIM | TRUSTEE Trustee or director | 2 | $0 |
| SANDY MARGOLES | TRUSTEE Trustee or director | 2 | $0 |
| MATT MARKL | TRUSTEE Trustee or director | 2 | $0 |
| DWAYNE MCCLAIN | TRUSTEE Trustee or director | 2 | $0 |
| RAJA MUKERJI | TRUSTEE Trustee or director | 2 | $0 |
| BECCA OCHILTREE | TRUSTEE Trustee or director | 2 | $0 |
| ALISA PLE-PLAKON | TRUSTEE Trustee or director | 2 | $0 |
| RYAN ROURKE | TRUSTEE Trustee or director | 2 | $0 |
| GERALDINE RODRIGUEZ | TRUSTEE Trustee or director | 2 | $0 |
| LARA WAGNER | TRUSTEE Trustee or director | 2 | $0 |
| MELINDA WILLIAMS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAYMOND YU | HEAD OF SCHOOL Officer | 40 | $317,470 | $58,361 |
| MIKE GARDNER | CFO Officer | 40 | $271,267 | $50,848 |
| JENNIFER BLOCH GARCIA | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $121,439 | $43,182 |
| MICHELE SANCHEZ | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $126,169 | $32,729 |
| BRANDON D HOOVER | DIRECTORY OF TECHNOLOGY Highest-paid employee | 40 | $108,040 | $48,126 |
| ROSEANNE E BELLINI | DIRECTOR OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 40 | $124,600 | $18,536 |
| LINDA ARLAND | TEACHER Highest-paid employee | 40 | $106,939 | $17,476 |
| JENN CREEGAN | PRESIDENT, EXECUTIVE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVE MORRIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ANA PAREDES ANDERSON | TREASURER, FINANCE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CELESTE MACAPIA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANN ALTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JO CALLAHAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MELINDA WILLIAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LESLIE KANTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIFFANY KELLY-GRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SANDY MARGOLES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DWAYNE MCCLAIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICOLE JENSEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID GOODMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAKINI HOWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LASHONDRA HAYES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAJA MUKERJI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BECCA OCHILTREE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALISA PLE-PLAKON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE RHODES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GERALDINE RODRIGUEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIK TOLZMANN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LARA WAGNER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SEAN MCCANN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RYAN ROURKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MIKE GARDNER | CFO Officer | 40 | $238,572 | $48,748 |
| RAYMOND YU | HEAD OF SCHOOL Officer | 40 | $179,114 | $33,725 |
| MICHELE SANCHEZ | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $119,691 | $19,215 |
| JENNIFER BLOCH GARCIA | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $119,078 | $19,560 |
| ROSEANNE E BELLINI | DIRECTOR IF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 40 | $116,299 | $20,015 |
| TERESA D BARNETT | FORMER INTERIM HEAD OF SCHOOL Officer | 20 | $108,024 | $12,024 |
| LINDA ARLAND | TEACHER Highest-paid employee | 40 | $100,236 | $17,029 |
| MELINDA WILLIAMS | PRESIDENT, EXECUTIVE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SEAN MCCANN | VICE PRESIDENT, AUDIT CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ERIK TOLZMANN | TREASURER, FINANCE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CELESTE MACAPIA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANA PAREDES ANDERSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TRACY BENNETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JO CALLAHAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENN CREEGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENNIE FOX | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LESLIE KANTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIFFANY KELLY-GRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SANDY MARGOLES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DWAYNE MCCLAIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAVEN MORGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVE MORRIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAJA MUKERJI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BECCA OCHILTREE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALISA PLE-PLAKON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE RHODES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GERALDINE RODRIGUEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RYAN ROURKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BERNADETTE BULACAN STARIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LARA WAGNER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRIS WALKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2227 10TH AVE E, SEATTLE, WA 98102-4107
- In care of
- % BERT
- Principal officer (990 for 2024)
- RAYMOND YU, 2227 10TH AVE E, SEATTLE, WA 98102
- Signed the 990
- RAYMOND YU, HEAD OF SCHOOL
- Phone
- (206) 324-5476
- Website
- WWW.BERTSCHI.ORG
- Return prepared by
- GREENWOOD OHLUND PS
Mission
TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE LEARNERS IN A GLOBAL COMMUNITY.
Program accomplishments
- 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.Expenses $7,832,296 · grants $1,143,110 · revenue $10,302,216
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0975541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $39,400,746
- Income (IRS master file)
- $13,690,783
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,621,851 | $10,698,227 | $39,400,746 | IRS |
| 990 | June 2024 | $13,364,491 | $10,261,112 | $35,073,808 | XML |
| 990 | June 2023 | $10,594,257 | $9,419,764 | $30,922,167 | XML |
| 990 | June 2022 | $9,759,275 | $9,223,325 | $29,979,926 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-0975541).
Questions about THE BERTSCHI SCHOOL
- What is the EIN of THE BERTSCHI SCHOOL?
- The employer identification number (EIN) of THE BERTSCHI SCHOOL is 91-0975541.
- Is THE BERTSCHI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to THE BERTSCHI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BERTSCHI SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BERTSCHI SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BERTSCHI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE BERTSCHI SCHOOL?
- The 990 for the year ended June 30, 2025 names RAYMOND YU.
- Who are the officers and directors of THE BERTSCHI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 32 people; 7 received compensation from the organization, the highest $332,592 (RAYMOND YU, HEAD OF SCHOOL).
- How much revenue does THE BERTSCHI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,621,851, expenses of $10,698,227 and total assets of $39,400,746 at year end.
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