BERTSCHI SCHOOL (EIN 910975541) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

RAYMOND YU

Phone

2063245476

Tax Period

2024-07-01 to 2025-06-30

BERTSCHI SCHOOL, founded in 1976, is a mid-sized nonprofit in the Education sector that reported $13.6M in total revenue in fiscal year 2024. The organization ran a surplus of $2.9M, a strong 21% operating margin.

Mission

TO EDUCATE CHILDREN TO BECOME COMPASSIONATE, CONFIDENT, AND CREATIVE LEARNERS IN A GLOBAL COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,699,601

Program Service Revenue $10,302,216

Investment Income $592,207

Other Revenue $27,827

TOTAL REVENUE $13,621,851

Expense Breakdown

Grants Paid $1,143,110

Salaries & Benefits $7,242,205

Fundraising Expenses $596,622

Program Expenses $7,832,296

Other Expenses $2,312,912

TOTAL EXPENSES $10,698,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,621,851	$13,364,491	+0.0%
Expenses	$10,698,227	$10,261,112	+0.0%
Net Income	$2,923,624	$3,103,379	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$726,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENN CREEGAN	PRESIDENT, EXECUTIVE CHAIR	2.00	Officer Director	$0	$0	$0
DAVE MORRIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANA PAREDES ANDERSON	TREASURER, FINANCE CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE RHODES	SECRETARY	2.00	Officer Director	$0	$0	$0
ANN ALTMAN	TRUSTEE	2.00	Director	$0	$0	$0
JO CALLAHAN	TRUSTEE	2.00	Director	$0	$0	$0
ELVIRA CASTILLO	TRUSTEE	2.00	Director	$0	$0	$0
YB CHOI	TRUSTEE	2.00	Director	$0	$0	$0
DAVID GOODMAN	TRUSTEE	2.00	Director	$0	$0	$0
LASHONDRA HAYES	TRUSTEE	2.00	Director	$0	$0	$0
MAKINI HOWELL	TRUSTEE	2.00	Director	$0	$0	$0
SCARLETT HUNTER	TRUSTEE	2.00	Director	$0	$0	$0
NICOLE JENSEN	TRUSTEE	2.00	Director	$0	$0	$0
LESLIE KANTER	TRUSTEE	2.00	Director	$0	$0	$0
OLIVIA KIM	TRUSTEE	2.00	Director	$0	$0	$0
SANDY MARGOLES	TRUSTEE	2.00	Director	$0	$0	$0
MATT MARKL	TRUSTEE	2.00	Director	$0	$0	$0
DWAYNE MCCLAIN	TRUSTEE	2.00	Director	$0	$0	$0
RAJA MUKERJI	TRUSTEE	2.00	Director	$0	$0	$0
BECCA OCHILTREE	TRUSTEE	2.00	Director	$0	$0	$0
ALISA PLE-PLAKON	TRUSTEE	2.00	Director	$0	$0	$0
RYAN ROURKE	TRUSTEE	2.00	Director	$0	$0	$0
GERALDINE RODRIGUEZ	TRUSTEE	2.00	Director	$0	$0	$0
LARA WAGNER	TRUSTEE	2.00	Director	$0	$0	$0
MELINDA WILLIAMS	TRUSTEE	2.00	Director	$0	$0	$0
RAYMOND YU	HEAD OF SCHOOL	40.00	Officer	$332,592	$53,623	$386,215
MIKE GARDNER	CFO	40.00	Officer	$286,965	$53,372	$340,337
JENNIFER BOCH GARCIA	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$127,118	$20,664	$147,782
MICHELE SANCHEZ	DIRECTOR OF ADMISSIONS	40.00	Highest	$136,370	$20,587	$156,957
ROSE BELLINI	DIR. OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$143,734	$20,192	$163,926
VIDA TOWNE	TEACHER	40.00	Highest	$119,500	$7,385	$126,885
LARISSA WEBER	DIRECTOR OF LEARNING SERVICES	40.00	Highest	$113,682	$6,888	$120,570

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$13,621,851	$10,698,227	$39,400,746	$2,923,624
2024	$13,364,491	$10,261,112	$35,073,808	$3,103,379
2023	$10,594,257	$9,419,764	$30,922,167	$1,174,493
2022	$9,759,275	$9,223,325	$29,979,926	$535,950
2021	$9,139,910	$9,085,399	$31,898,721	$54,511
2020	$8,823,462	$8,449,873	$29,653,392	$373,589
2019	$8,424,239	$8,107,016	$29,359,612	$317,223
2018	$8,244,844	$7,495,795	$25,061,714	$749,049

BERTSCHI SCHOOL