2023-05-06T11:35:32-05:00 2022-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2021-07-01 911223580 THE SEATTLE ACADEMY OF ARTS & SCIENCES SEAT 2063236600 1201 EAST UNION STREET SEATTLE WA 981223925 DOUGLAS AMBACH CFO 2063236600 2023-05-05 1 DOUGLAS AMBACH 999009999 SARAH B HUANG P00745974 4254544919 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROB PHILLIPS 1201 EAST UNION STREET SEATTLE WA 981223925 57551599 0 X WWW.SEATTLEACADEMY.ORG X 1983 WA INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL SERVING GRADES 6 - 12. 23 23 360 350 0 0 4617522 7902167 43307597 47466056 1359822 619971 359762 605446 49644703 56593640 7170268 8720922 0 0 25213346 27839469 234498 336270 1210523 11916110 17402141 44534222 54298802 5110481 2294838 153556976 152815286 48111060 49411303 105445916 103403983 SEATTLE ACADEMY IS A DYNAMIC COMMUNITY THAT CHALLENGES STUDENTS TO QUESTION, IMAGINE, AND CREATE IN ORDER TO CONTRIBUTE TO A CHANGING WORLD. 0 0 46374686 8720922 47466056 SEATTLE ACADEMY IS A DYNAMIC COMMUNITY THAT CHALLENGES STUDENTS TO QUESTION, IMAGINE, AND CREATE IN ORDER TO CONTRIBUTE TO A CHANGING WORLD. WE SEEK A DIVERSIFIED STUDENT BODY AND FACULTY. WE OFFER A DEMANDING COLLEGE-PREPARATORY CURRICULUM, INTEGRATING THE ARTS AND EMPHASIZING A GLOBAL PERSPECTIVE. WE UTILIZE THE COMPLEX RESOURCES OF OUR URBAN ENVIRONMENT TO EXTEND OUR CLASSROOMS, TO ENHANCE OUR PROGRAMS, AND TO ENGAGE OUR STUDENTS IN PUBLIC SERVICE. SEATTLE ACADEMY ADMITS STUDENTS OF ANY RACE, RELIGION, NATIONALITY OR ETHNIC ORIGIN, SEXUAL ORIENTATION, OR DISABILITY. ENROLLMENT IN THE 2021/2022 ACADEMIC YEAR WAS 1,077. 46374686 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 65 0 360 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DOUGLAS AMBACH 2066766894 1201 EAST UNION STREET SEATTLE WA 98122 DAVID SHEPPARD CHAIR 10.00 0.00 X X 0 0 0 MATT ECHOHAWK HAYASHI VICE PRESIDENT 3.00 0.00 X X 0 0 0 MARIAN JOH VICE PRESIDENT 3.00 0.00 X X 0 0 0 BRUCE CADY TREASURER 3.00 0.00 X X 0 0 0 BRIAN OSERAN SECRETARY 3.00 0.00 X X 0 0 0 STAN BATY TRUSTEE 1.00 0.00 X 0 0 0 ALANA BELL TRUSTEE 1.00 0.00 X 0 0 0 HALSEY BELL TRUSTEE 1.00 0.00 X 0 0 0 RICK CANTU TRUSTEE 1.00 0.00 X 0 0 0 KAMILA KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 BRIAN LANGSTRAAT TRUSTEE 1.00 0.00 X 0 0 0 DWAYNE MCCLAIN TRUSTEE 1.00 0.00 X 0 0 0 TONY MESTRES TRUSTEE 1.00 0.00 X 0 0 0 MIKE MYINT TRUSTEE 1.00 0.00 X 0 0 0 TRACY NEWMAN TRUSTEE 1.00 0.00 X 0 0 0 JILL NISHI TRUSTEE 1.00 0.00 X 0 0 0 DARRYL RAWLINS TRUSTEE 1.00 0.00 X 0 0 0 MATT ROSAUER TRUSTEE 1.00 0.00 X 0 0 0 KAYLEY RUNSTAD SWAN TRUSTEE 1.00 0.00 X 0 0 0 ARVIND SWAMINATHAN TRUSTEE 1.00 0.00 X 0 0 0 MARK VADON TRUSTEE 1.00 0.00 X 0 0 0 KIMBERLY WATSON TRUSTEE 1.00 0.00 X 0 0 0 ANNA WOODARD TRUSTEE 1.00 0.00 X 0 0 0 SUNG YANG TRUSTEE 1.00 0.00 X 0 0 0 ROB PHILLIPS HEAD OF SCHOOL 60.00 0.00 X 580680 0 39985 DOUGLAS AMBACH CFO 50.00 0.00 X 235156 0 30986 MARI ANDERSON COO THRU 02/22 50.00 0.00 X 242571 0 30977 GISELLE FURLONGE ASSOCIATE HEAD OF SCHOOL 50.00 0.00 X 158096 0 24861 FRED STRONG DEAN OF ARTS & ATHLETICS 50.00 0.00 X 159027 0 25102 MICHAEL HAYKIN ASSISTANT HEAD FOR OPTIONS PROGRAM 50.00 0.00 X 152042 0 23691 JULIA KASSISSIEH MIDDLE SCHOOL HEAD 50.00 0.00 X 147420 0 23361 WILLIAM FELTON TECHNOLOGY DIRECTOR 50.00 0.00 X 132256 0 23462 MADELINE PENNINGTON COMMUNICATIONS DIRECTOR 50.00 0.00 X 135446 0 17018 1942694 0 239443 40 0 1 0 OPTIMA ENTERPRISES LLC 28906 13TH AVE S FEDERAL WAY WA 98003 JANITORIAL SERVICE 1239619 SAGE DINING SERVICES INC 1402 TORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 736769 LMN ARCHITECTS 801 2ND AVE SUITE 501 SEATTLE WA 98104 ARCHITECT 723772 MARKHAM INVESTIGATION & PROTECTION LLC PO BOX 110651 TACOMA WA 98411 SECURITY SERVICE 502131 UNIVERSITY MECHANICAL CONTRACTORS INC PO BOX 94022 SEATTLE WA 98124 HVAC CONTRACTOR 478689 14 1036811 6865356 245726 7902167 STUDENT TUITION 611600 45571264 45571264 FEES 611710 1894792 1894792 47466056 571985 571985 411433 0 411433 411433 411433 850829 9500 812343 0 38486 9500 47986 47986 72700 1036811 137774 -65074 -65074 24900 7842 17058 17058 STUDENT/STAFF PARKING 812930 242029 242029 242029 56593640 47466056 0 1225417 8710340 8710340 10582 10582 1461334 377041 1010392 73901 20167017 16432333 3379521 355163 1551210 1392830 123030 35350 2867159 2486481 313079 67599 1792749 1538640 211801 42308 30065 10556 7813 11696 210852 74034 54793 82025 336270 336270 791704 706683 174237 -89216 4397 3606 588 203 571071 402326 139049 29696 826367 726715 44758 54894 2135776 2075268 47775 12733 45632 45632 178875 137935 29698 11242 684740 39810 596988 47942 2852233 2710924 110975 30334 662716 445158 214341 3217 CLASSROOM SUPPLIES 3244216 2974897 183221 86098 TRANSPORTATION 2408275 2408275 REPAIRS & MAINTENANCE 1780972 1730516 39838 10618 INSTRUCTIONAL & DEVELOP 551051 527413 15188 8450 423199 406691 16508 54298802 46374686 6713593 1210523 409546 234359 12239330 19207984 10362 3962362 13466495 16515914 654012 681387 113358733 22369692 91021895 90989041 35405693 20963714 349643 260525 153556976 152815286 3787905 4377412 18090399 19697501 25265749 24333790 967007 1002600 48111060 49411303 X 78065628 75664425 27380288 27739558 105445916 103403983 153556976 152815286 2294838 -4336771 0 X 0 1 X 1 0 X 7208629 2959096 5181020 4617522 7902167 27868434 7208629 2959096 5181020 4617522 7902167 27868434 6237950 21630484 527279 720549 992952 967584 983417 4191781 122983 105315 228298 32288513 195562437 0.66990 0.64820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 35650 X X EDUCATIONAL BENEFIT 0 25057931 278026 -3625825 804396 20905736 19698006 13667 5841758 495500 25057931 19170408 129500 981698 583600 19698006 18298317 105051 1383555 616515 19170408 17004163 277600 1449176 420922 11700 18298317 0.00000 0.56200 0.43800 0 0 17132195 17132195 88501036 18486471 70014565 1019100 593849 425251 3736169 3289372 446797 2970233 2970233 90989041 STUDENT DEPOSITS 892797 DEFERRED RENT 109803 1002600 43675645 -4336771 -8710340 -13047111 56722756 -129116 -129116 56593640 45717578 129116 129116 45588462 8710340 8710340 54298802 PART III, LINE 4: A COLLECTION OF 10 PAINTINGS AND PHOTOGRAPHS WERE DONATED BY A SINGLE DONOR IN OCTOBER 2013. THE 10 PIECES WERE APPRAISED AND VALUED AT $35,650 BY LAURANT ART APPRAISAL & ESTATE SERVICES. OUR VISUAL ARTS DEPARTMENT ACCEPTED THE DONATION FOR THE EDUCATIONAL PURPOSE OF HELPING TO EXPLAIN AND ILLUSTRATE TECHNIQUES AND PROCESSES USING ORIGINAL WORKS OF ART IN OUR CLASSES. PART V, LINE 4: ENDOWMENT FOR FINANCIAL AID REPRESENTS 75% OF THE TOTAL; ENDOWMENT FOR TRAVEL AND OUTDOOR PROGRAM EXPENSES (INCLUDING FINANCIAL AID) REPRESENTS 20%; ENDOWMENT FOR LEARNING SUPPORT PROGRAM EXPENSES REPRESENTS 3%; ENDOWMENT FOR SPEECH AND DEBATE AND MUSIC PROGRAM EXPENSES REPRESENTS 2%. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX -8,710,340. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT REVENUE -138,616. GAIN ON SALE OF ASSETS REPORTED ON PART VIII 9,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT REVENUE 138,616. GAIN ON SALE OF ASSETS REPORTED ON PART VIII -9,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 8,710,340. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION AD FOR SEATTLE ACADEMY IS DISPLAYED ON THE SCHOOL'S PUBLICLY AVAILABLE WEB SITE AT ALL TIMES. ADDITIONALLY, IN THE SPRING OF 2022, THE SCHOOL PARTICIPATED IN THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS' POSTING OF THE NON-DISCRIMINATION STATEMENT IN MANY LOCAL PUBLICATIONS. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING N/A 10582 0 0 0 0 0 0 10582 0 10582 SUB-SAHARAN AFRICA TUITION ASSISTANCE 10582 WIRE TRANSFER 0 0 1 1 0 0 0 0 0 PART I, LINE 2: RECORDS OF HOW THE DONATIONS AND GRANTS TO SCHOOLS HAVE BEEN SPENT ARE MAINTAINED AT SEATTLE ACADEMY. PART I, LINE 3: THE ACCRUAL METHOD WAS USED IN ACCOUNTING FOR EXPENDITURES IN PARTS I AND II. PART III ACCOUNTING METHOD: PART IV, LINE 1: FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS UNDER IRC SEC 6038(A)(1)(A). X 1 KINA WALKER-NISBET 5561 S HOLLY ST SEATTLE WA 98118 CAPITAL CAMPAIGN CONSULTING 0 35000 33670 -33670 T CAREY CONSULTING 1752 NW MARKET ST 945 SEATTLE WA 98107 DEVELOPMENT DEPARTMENT CONSULTING 0 0 222000 -222000 CAMPBELL & COMPANY ONE EAST WACKER DRIVE STE 2100 CHICAGO IL 60601 CAPITAL CAMPAIGN CONSULTING 0 0 80600 -80600 35000 336270 -336270 WA SAAS IN THE CITY 1109511 1036811 72700 59560 54579 3000 20635 1109511 1036811 72700 59560 54579 3000 20635 137774 -65074 24900 7000 842 1 1.00000 24900 7000 842 7842 17058 WA 1 0 0 0 0.00000 1.00000 VICKIE WU 1201 E UNION STREET SEATTLE WA 98122 0 KRISTIN WENNBERG 0 KRSITN WENNBERG HANDLES THE RAFFLE PORTION OF THE FUNDRAISING EVENT AS PART OF HER ROLE IN THE DEVELOPMENT DEPARTMENT. SHE APPLIES FOR THE LICENSE AND ENSURES THAT SAAS IS IN COMPLIANCE WITH THE LICENSE REQUIREMENTS. THE TIME SPENT IS INSIGNIFICANT TO HER OVERALL ROLE AS AN EMPLOYEE. X 1 24900 1 NEED-BASED FINANCIAL AID TO STUDENTS 271 0 8710340 BOOK TUITION ASSISTANCE BASED ON NEED PART I, LINE 2: TUITION ASSISTANCE IS GRANTED ON THE BASIS OF A DETERMINATION OF NEED BY THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID, A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, BASED ON THEIR ANALYSIS OF A PARENT'S FINANCIAL STATEMENT. ONCE A STUDENT HAS BEEN ACCEPTED FOR ENROLLMENT AT SEATTLE ACADEMY, HIS/HER/THEIR NEED FOR TUITION ASSISTANCE IS EVALUATED AGAINST THE RELATIVE NEED OF ALL OTHER ACCEPTED APPLICANTS FOR TUITION ASSISTANCE. WHEN A STUDENT COMPLETES ENROLLMENT AND ACCEPTS A GRANT OF TUITION ASSISTANCE, THE AMOUNT OF TUITION ASSISTANCE GRANTED IS APPLIED TO HIS/HER/THEIR ACCOUNT TO REDUCE THE TUITION DUE FOR THE SCHOOL YEAR. STUDENTS AWARDED TUITION ASSISTANCE GRANTS WILL ALSO RECEIVE ASSISTANCE WITH FEES REQUIRED TO PARTICIPATE IN THE OVERALL SCHOOL PROGRAM, INCLUDING ASSISTANCE WITH TRANSPORTATION, TRIPS, LUNCH, AND TECHNOLOGY. X X X 0 1 0 0 0 0 0 1 0 ROB PHILLIPS HEAD OF SCHOOL 550680 0 30000 0 0 0 28467 0 11518 0 620665 0 0 0 MARI ANDERSON COO THRU 02/22 242571 0 0 0 0 0 19459 0 11518 0 273548 0 0 0 DOUGLAS AMBACH CFO 235156 0 0 0 0 0 19468 0 11518 0 266142 0 0 0 FRED STRONG DEAN OF ARTS & ATHLETICS 159027 0 0 0 0 0 13584 0 11518 0 184129 0 0 0 GISELLE FURLONGE ASSOCIATE HEAD OF SCHOOL 158096 0 0 0 0 0 13343 0 11518 0 182957 0 0 0 MICHAEL HAYKIN ASSISTANT HEAD FOR OPTIONS PROGRAM 152042 0 0 0 0 0 12173 0 11518 0 175733 0 0 0 JULIA KASSISSIEH MIDDLE SCHOOL HEAD 147420 0 0 0 0 0 11843 0 11518 0 170781 0 0 0 WILLIAM FELTON TECHNOLOGY DIRECTOR 132256 0 0 0 0 0 11944 0 11518 0 155718 0 0 0 MADELINE PENNINGTON COMMUNICATIONS DIRECTOR 135446 0 0 0 0 0 5500 0 11518 0 152464 0 0 0 PART I, LINE 4B HEAD OF SCHOOL PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SERVICE FROM 7/1/21 TO 6/30/22. THE PLAN AWARD IS BASED ON 6% OF HIS ANNUAL BASE SALARY FROM 7/1/2021 TO 6/30/2022. THE FUNDS ARE INVESTED AT THE BOARD'S DISCRETION. THE AWARD EXPENSE WAS $32,500 FOR 7/1/21 TO 6/30/22. IN ADDITION, THE HEAD OF SCHOOL HAS A 457B PLAN WITH MATCHING FUNDS PAID BY THE SCHOOL. THE EXPENSE TO THE SCHOOL FOR THE 457B WAS $9,000 FOR 7/1/21 TO 6/30/22. PART I, LINE 7 THE BONUS FOR THE HEAD OF SCHOOL IS DETERMINED AT THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2016-10-13 27500000 CONSTRUCT EDUCATIONAL BLDG 0 0 0 A 3166210 27500000 100000 27400000 2018 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 1 1 0 0 1 A 1 NA N/A 116700 FINANCIAL AID FINANCIAL AID X 25 226086 AVERAGE HIGH/LOW X RAFFLE ITEMS 2 11300 FAIR MARKET VALUE X WINE 300 8340 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): STOCK DONATIONS AND RAFFLE ITEMS ARE COUNTED BY DONOR. DONATED WINE IS COUNTED BY ITEMS RECEIVED. PART I, LINE 32B: FOR GIFTED PROPERTY, SUCH AS VEHICLES, IF NOT KEEPING THEM, WE HAVE THEM SOLD USING A THIRD PARTY. FORM 990, PART I, LINE 6: BOARD OF TRUSTEES AND BOARD COMMITTEE MEMBERS ARE ALL VOLUNTEERS. PARENTS VOLUNTEER IN ALL ARTS, ATHLETICS, EXTRACURRICULAR, AND FUNDRAISING EVENTS. THEY ASSIST IN VARIOUS WAYS, INCLUDING SET-UP, CLEAN-UP, GREETING, FOOD PREPARATION, SERVING, COMMUNICATION AND PROMOTION, PICTURE TAKING, AND OVERALL EVENT COORDINATION TO SUPPORT THE SCHOOL'S ACTIVITIES, EDUCATIONAL PROGRAMS, AND EVENTS. PARENTS AND FRIENDS VOLUNTEER AS SPEAKERS IN EDUCATIONAL PROGRAMS FOR STUDENTS, SUCH AS GUEST SPEAKERS IN CLASSES AND CAREER DAYS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SIGNING BY THE CHIEF FINANCIAL OFFICER. A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED EACH YEAR. ALL TRUSTEES, MEMBERS OF BOARD COMMITTEES, AND KEY/SENIOR MANAGEMENT EMPLOYEES ARE REQUIRED TO SIGN AND RETURN A DOCUMENT ACKNOWLEDGING THE POLICY. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT IS THE RESPONSIBILITY OF THE INTERESTED PERSON INVOLVED, OR ANY OTHER PERSON WITH KNOWLEDGE, TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT. AFTER DISCLOSURE, THE BOARD PRESIDENT, IN CONCERT WITH THE GOVERNANCE COMMITTEE, WILL REVIEW THE POTENTIAL CONFLICT AND TAKE FURTHER ACTION AS APPROPRIATE. IF A CONFLICT DOES EXIST, THE PERSON WITH THE CONFLICT IS EXCUSED FROM ATTENDING MEETINGS, PARTICIPATING IN DISCUSSIONS, AND FROM VOTING ON ITEMS WHERE THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION FOR THE HEAD OF SCHOOL (THE "HEAD") EACH YEAR. THE HEAD'S COMPENSATION IS BASED ON PERFORMANCE REVIEW AND ANALYSIS OF COMPENSATION STATISTICS OF COMPARABLE POSITIONS IN COMPARABLE SCHOOLS REGIONALLY AND NATIONALLY PROVIDED BY THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE EXECUTIVE COMMITTEE MEETS TO DISCUSS COMPENSATION AND RECORDS ITS DELIBERATION IN MINUTES. THIS PROCESS WAS COMPLETED IN JUNE 2021 FOR THE HEAD OF SCHOOL FOR THE 2021/2022 TAX YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CARDINAL CHILD CARE LLC 1201 EAST UNION STREET SEATTLE WA 98122 453732385 CHILD CARE WA 8 0 THE SEATTLE ACADEMY OF ARTS & SCIENCES