Education
(B240)
990 on File
THE BERTSCHI SCHOOL
Financial strength (30%)
90/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$13.4M
Total Revenue
$10.3M
Total Expenses
$24.3M
Net Assets
95
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
72.6%
Fundraising Efficiency
N/A
Operating Reserve
28.40x
Liability-to-Asset
30.8%
Revenue Diversification
70.7%
Executive Compensation
$715K
Compared with Peers
FY 2024
Compared with 1,943 similar organizations
(United States, Education, $10M–$100M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
72.6% | 84.6% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
21.4% | 13.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
6.0% | 0.7% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
28.4 mo | 10.6 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
30.8% | 31.2% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
70.7% | 88.3% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
26.1% | 7.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
8.9% | 7.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
23.2% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $13.4M | $10.3M | $24.3M | 72.6% | 95 |
| 2023 | $10.6M | $9.4M | $20.2M | 73.6% | 101 |
| 2022 | $9.8M | $9.2M | $18.5M | 74.7% | 95 |
| 2021 | $10.7M | $9.1M | N/A | — | 84 |
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