2025-04-22T12:34:04-05:00 2024-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-09-01 930386804 CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES ROAD PORTLAND OR 972256527 SHARON KEISER CHIEF FINANCIAL OFFICER 5032971894 2025-04-21 1 1 KRISTIN OSORIO P01697746 5032205900 2023 2025-03-06 01:10:19Z CATLIN GABEL SCHOOL SHARON KEISER 8825 SW BARNES RD PORTLAND OR 97225 51156868 0 X WWW.CATLIN.EDU X 1958 OR CATLIN GABEL FOSTERS COMPASSIONATE AND CURIOUS CITIZENS OF THE WORLD BY INSPIRING IN EVERY STUDENT A LOVE OF LEARNING AND THE COURAGE TO TAKE RESPONSIBLE ACTION. CATLIN GABEL SCHOOL WAS FOUNDED ON THE FOUR PRINCIPLES OF PROGRESSIVE EDUCATION, WHICH REMAIN THE FOUNDATION FOR TEACHING AND LEARNING PREK-12TH GRADE. 20 19 433 450 0 0 5560672 4492889 32338907 34097912 2386739 3038909 478070 1860432 40764388 43490142 5471790 5588505 0 0 22890464 23960264 0 0 1412828 8753196 8504407 37115450 38053176 3648938 5436966 90690768 99561962 21078085 21118846 69612683 78443116 CATLIN GABEL FOSTERS COMPASSIONATE AND CURIOUS CITIZENS OF THE WORLD BY INSPIRING IN EVERY STUDENT A LOVE OF LEARNING AND THE COURAGE TO TAKE RESPONSIBLE ACTION. 0 0 31914112 5588505 34093294 CATLIN GABEL IS A PREK-12 PROGRESSIVE EDUCATION SCHOOL, FOSTERING LIFELONG LEARNING THROUGH PROGRESSIVE EDUCATION. FROM PRESCHOOL TO HIGH SCHOOL, STUDENTS UNCOVER THEIR POTENTIAL THROUGH DISCOVERY AND CONVERSATION, BOTH IN CLASSROOMS AND BEYOND CAMPUS. TEACHERS INSPIRE CURIOSITY, ENCOURAGING STUDENTS TO ASK QUESTIONS, SEEK ANSWERS, ADVOCATE FOR THEMSELVES AND OTHERS, AND PERSEVERE THROUGH CHALLENGES. WITHIN OUR COMMUNITY OF 782 STUDENTS, WE NURTURE THE COURAGE TO EXPLORE AND THE CONFIDENCE TO TACKLE LIFE'S CHALLENGES, PREPARING THEM TO BECOME GLOBAL CITIZENS WHO MAKE A POSITIVE IMPACT ON THE WORLD. 31914112 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 433 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JOE WALSH 5032971894 8825 SW BARNES RD PORTLAND OR 97225 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 493333 0 41738 D'ARTAGNAN CALIMAN MEMBER 1.00 X 0 0 0 INDIRA NALLAKRISHNAN CHAIR 1.00 X X 0 0 0 JOHN GILLELAND TREASURER 1.00 X X 0 0 0 MARK HOLLIDAY VICE CHAIR 1.00 X X 0 0 0 TYLER SILVER MEMBER 1.00 X 0 0 0 NKENGE HARMON JOHNSON '93 MEMBER 1.00 X 0 0 0 KATE WARREN HALL '93 SECRETARY 1.00 X X 0 0 0 DERRICK BUTLER MD '86 MEMBER 1.00 X 0 0 0 AMELIA TEMPLETON '02 MEMBER 1.00 X 0 0 0 ALEX HO MEMBER 1.00 X 0 0 0 ENEIDA NEMECEK MEMBER 1.00 X 0 0 0 AMANDA HILL MEMBER 1.00 X 0 0 0 LAURA TREMBLAY MEMBER 1.00 X 0 0 0 JAY MAHAJAN MEMBER 1.00 X 0 0 0 MATT ELLIS MEMBER 1.00 X 0 0 0 MELANIE HARRIS MEMBER 1.00 X 0 0 0 BECKY LENNON MEMBER 1.00 X 0 0 0 MAUREEN REED MEMBER 1.00 X 0 0 0 NITESH SHARAN MEMBER 1.00 X 0 0 0 SHARON KEISER CHIEF FINANCE/OPERATIONS OFFICER 50.00 X 193955 0 18091 KAMA BRUCE ASSISTANT HEAD OF SCHOOL 50.00 X 212800 0 36067 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 50.00 X 171061 0 11825 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 50.00 X 162228 0 32489 SARA NORDHOFF ASSISTANT HEAD OF ENROLLME 50.00 X 163340 0 11297 JOE WALSH SENIOR CONTROLLER 50.00 X 153670 0 18437 1550387 0 169944 25 0 1 0 CLEANNET OF THE NORTHWEST 7320 SW HUNZIKER RD 208 PORTLAND OR 972232301 JANITORIAL SERVICES 389842 REIMERS & JOLIVETTE INC 11450 SW AMU ST TUALATIN OR 97062 CAMPUS EXTERIOR REPAIRS 358242 VSM SPECIALTIES INC 15779 SE JANSIK CT DAMASCUS OR 97089 HVAC MAINTENANCE 191067 STRUCTURED COMMUNICATION SYSTEMS INC 9200 SE SUNNYBROOK BLVD SUITE 250 CLACKAMAS OR 97015 IT SYSTEMS HARDWARE/SOFTWARE/MAINTENANCE 126172 GRIFFITH ROOFING CO INC 6815 SW 111TH AVE BEAVERTON OR 97005 CAMPUS ROOFING WORK 101003 5 479950 4012939 1372881 4492889 TUITION AND FEES 611600 32202020 32202020 AUXILIARY SERVICES 611710 1763697 1763697 OTHER 611710 132195 132195 34097912 719251 719251 9836621 7516963 2319658 2319658 2319658 198402 479950 110000 88402 88402 35145 39763 -4618 -4618 SETTLEMENT REIMBURSEME 900099 1776648 1776648 1776648 43490142 34093294 0 4903959 5588505 5588505 814460 203416 394384 216660 17126729 14879710 1742708 504311 1015509 874893 105714 34902 3776438 3059868 450187 266383 1227128 1033501 144183 49444 32963 32963 69230 69230 165664 165664 344676 75753 268378 545 1711439 1573420 73995 64024 832053 654702 176449 902 1571732 1530441 30066 11225 97577 78505 10375 8697 45008 405 43918 685 1451757 1413721 27729 10307 814434 29166 785081 187 MISCELLANEOUS 767384 529119 183307 54958 EQUIPMENT RENT & MAINT. 275331 268163 5219 1949 CAPITAL CAMPAIGN 186955 186955 TRANSPORTATION 138204 120824 16686 694 38053176 31914112 4726236 1412828 493252 142410 16124934 22742143 320659 384056 2543541 223137 78346 58579 520733 596889 56238884 27915330 27485466 28323554 6092100 7030702 37031737 40060492 90690768 99561962 2982587 2349109 18043921 18704145 51577 65592 21078085 21118846 X 37384113 42511432 32228570 35931684 69612683 78443116 90690768 99561962 5436966 3393467 0 X X 0 1 X 1 0 X 4479310 5197102 5818953 5560672 4492889 25548926 4479310 5197102 5818953 5560672 4492889 25548926 5221039 20327887 446441 343519 39890 177254 719252 1726356 158768 35259 75601 100682 88402 458712 400000 1776648 2176648 29910642 150714257 0.67960 0.75680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40514324 238043 5746716 1708389 165663 44625031 38135050 1167898 3815075 2448307 155392 40514324 46848893 368481 -5666684 3248071 167569 38135050 39244463 492890 8770447 1491803 167104 46848893 35401130 146906 5266041 1420878 148741 39244463 0.32850 0.67150 0 0 6077272 6077272 39075649 20870250 18205399 4597721 3439083 1158638 6488242 3605997 2882245 28323554 ABSOLUTE RETURN FUNDS 40060492 F 40060492 AGENCY FUNDS 65592 65592 X 41169203 3393467 39763 3433230 37735973 165664 5588505 5754169 43490142 32338770 39763 39763 32299007 165664 5588505 5754169 38053176 PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE SCHOOL HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 39,763. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,588,505. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 39,763. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,588,505. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DESCRIPTION: SCHOOL MISSION STATEMENT, BOARD OF TRUSTEES STATEMENT, ADMISSION MATERIALS & POLICY, FINANCIAL AID POLICY AND IMPLEMENTATIONS, NEWSPAPER ADS PLACED IN LOCAL NEWSPAPERS AUCTION 678352 479950 198402 81526 28474 678352 479950 198402 81526 28474 110000 88402 1 FINANCIAL AID FOR STUDENT TUITION 165 3798382 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 54 22172 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 102 13142 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 48 58570 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 24 50598 FMV FINANCIAL AID FINANCIAL AID FOR LUNCHROOM 19 16426 FMV FINANCIAL AID PART I, LINE 2: ALL GRANTS REPRESENT REDUCTIONS FOR SERVICES, FEES, AND SUPPLIES TO ATTEND CATLIN GABEL SCHOOL. GRANTS ARE APPROVED BY A FINANCIAL AID COMMITTEE BASED ON INFORMATION PROVIDED BY THE FAMILIES APPLYING FOR THE GRANTS. X X X X 0 0 0 0 0 0 0 0 0 TIM BAZEMORE HEAD OF SCHOOL 493333 0 0 0 0 0 19800 0 21938 0 535071 0 0 0 KAMA BRUCE ASSISTANT HEAD OF SCHOOL 212800 0 0 0 0 0 12768 0 23299 0 248867 0 0 0 SHARON KEISER CHIEF FINANCE/OPERATIONS OFFICER 193955 0 0 0 0 0 10874 0 7217 0 212046 0 0 0 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 162228 0 0 0 0 0 11356 0 21133 0 194717 0 0 0 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 171061 0 0 0 0 0 10264 0 1561 0 182886 0 0 0 SARA NORDHOFF ASSISTANT HEAD OF ENROLLME 163340 0 0 0 0 0 9800 0 1497 0 174637 0 0 0 JOE WALSH SENIOR CONTROLLER 153670 0 0 0 0 0 9756 0 8681 0 172107 0 0 0 337790 TUITION REMISSION EMPLOYMENT BENEFIT X 15 1372881 0 0 1 PART I, LINE 32B: THE SCHOOL OCCASIONALLY HIRES AUCTION ORGANIZATIONS TO ADVERTISE AND SELL NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION OF THE FORM 990 BY THE SCHOOL'S BUSINESS OFFICE, FORM 990 IS DISTRIBUTED TO THE SCHOOL'S AUDIT COMMITTEE CHAIR, AND OTHERS UPON REQUEST, FOR REVIEW. AFTER REVIEW, FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ADMINISTRATION REVIEWS ALL CONTRACTS AND BUSINESS TRANSACTIONS FOR POTENTIAL CONFLICT OF INTERESTS. IN THE EVENT OF A CONFLICT OF INTEREST, SUCH AN ARRANGEMENT WOULD NEED TO BE AUTHORIZED, APPROVED AND RATIFIED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 LONG-TERM COMPENSATION AGREEMENT WITH THE HEAD OF SCHOOL WAS PREPARED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE ANNUAL COMPENSATION AGREEMENT WITH OTHER OFFICERS WAS SUPPORTED BY COMPARABLE INDUSTRY DATA AND REVIEWED BY THE BOARD COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.