The Bertschi School
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,229,523 | 5,358,428 | 871,095 | 20.1 | 49% |
| 2012 | 5,920,125 | 5,861,714 | 58,411 | 18.4 | 50% |
| 2013 | 6,617,576 | 5,520,911 | 1,096,665 | 22.2 | 58% |
| 2014 | 7,353,904 | 5,611,675 | 1,742,229 | 25.6 | 59% |
| 2015 | 7,168,562 | 5,923,339 | 1,245,223 | 26.8 | 58% |
| 2016 | 8,241,729 | 7,403,703 | 838,026 | 22.7 | 52% |
| 2017 | 7,928,322 | 7,129,696 | 798,626 | 25.6 | 52% |
| 2018 | 8,244,844 | 7,495,795 | 749,049 | 25.9 | 54% |
| 2019 | 8,424,239 | 8,107,016 | 317,223 | 25.0 | 53% |
| 2020 | 8,823,462 | 8,449,873 | 373,589 | 25.1 | 55% |
| 2021 | 9,139,910 | 9,085,399 | 54,511 | 26.1 | 56% |
| 2022 | 9,759,275 | 9,223,325 | 535,950 | 24.1 | 52% |
| 2023 | 10,594,257 | 9,419,764 | 1,174,493 | 25.8 | 54% |
In its most recent public year (2023), this organization brought in $1,174,493 more than it spent. Its reserves stood at about 25.8 months of spending, up from 20.1 in 2011. Staff pay was 54% of spending. $7,106,250 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
The Bertschi School's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works