2022-05-10T15:28:49-05:00 2021-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2020-07-01 911223580 THE SEATTLE ACADEMY OF ARTS & SCIENCES SEAT 2063236600 1201 EAST UNION STREET SEATTLE WA 981223925 DOUGLAS AMBACH CFO 2063236600 2022-05-05 1 DOUGLAS AMBACH 999009999 SARAH B HUANG P00745974 4254544919 2022-05-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROB PHILLIPS 1201 EAST UNION STREET SEATTLE WA 981223925 50285032 0 X WWW.SEATTLEACADEMY.ORG X 1983 WA INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL SERVING GRADES 6 - 12. 20 20 283 350 0 0 5181020 4617522 38168696 43307597 -1090545 1359822 1843404 359762 44102575 49644703 5991447 7170268 0 0 21783026 25213346 0 234498 1034557 14104463 11916110 41878936 44534222 2223639 5110481 130565499 153556976 34842414 48111060 95723085 105445916 SEATTLE ACADEMY IS A DYNAMIC COMMUNITY THAT CHALLENGES STUDENTS TO QUESTION, IMAGINE, AND CREATE IN ORDER TO CONTRIBUTE TO A CHANGING WORLD. 0 0 39058847 7170268 43307597 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 2020/2021 ACADEMIC YEAR WAS 1,053. 39058847 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 136 0 283 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DOUGLAS AMBACH 2066766894 1201 EAST UNION STREET SEATTLE WA 98122 ROB PHILLIPS HEAD OF SCHOOL 60.00 X X 491755 0 47822 MARI ANDERSON COO 50.00 X 229604 0 28742 DOUGLAS AMBACH CFO 50.00 X 223055 0 28750 LAURI CONNER ASSISTANT HEAD FOR MS/US 50.00 X 156577 0 23944 FREDERICK STRONG DEAN FACULTY 50.00 X 156107 0 23579 MICHAEL HAYKIN ASSISTANT HEAD FOR OPTIONS 50.00 X 147775 0 22152 GAYLE PEARL REGISTRAR 50.00 X 146167 0 22023 JULIA KASSISSIEH MIDDLE SCHOOL HEAD 50.00 X 135256 0 21768 GISELLE FURLONGE UPPER SCHOOL HEAD 50.00 X 125706 0 21004 MARIAN JOH VICE PRESIDENT 3.00 X X 0 0 0 BRIAN LANGSTRAAT TREASURER 3.00 X X 0 0 0 BRIAN OSERAN SECRETARY 3.00 X X 0 0 0 DAVID SHEPPARD PRESIDENT 10.00 X X 0 0 0 CATHERINE ALLCHIN TRUSTEE 1.00 X 0 0 0 STAN BATY TRUSTEE 1.00 X 0 0 0 ALANA BELL TRUSTEE 1.00 X 0 0 0 BRUCE CADY TRUSTEE 1.00 X 0 0 0 RICK CANTU TRUSTEE 1.00 X 0 0 0 MATT ECHOHAWK HAYASHI TRUSTEE 1.00 X 0 0 0 LYNN HUBARD TRUSTEE 1.00 X 0 0 0 KAMILA KENNEDY TRUSTEE 1.00 X 0 0 0 TIESA MCELROY TRUSTEE 1.00 X 0 0 0 MIKE MYINT TRUSTEE 1.00 X 0 0 0 TRACY NEWMAN TRUSTEE 1.00 X 0 0 0 DARRYL RAWLINS TRUSTEE 1.00 X 0 0 0 KAYLEY RUNSTAD SWAN TRUSTEE 1.00 X 0 0 0 ARVIND SWAMINATHAN TRUSTEE 1.00 X 0 0 0 KIMBERLY WATSON TRUSTEE 1.00 X 0 0 0 SUNG YANG TRUSTEE 1.00 X 0 0 0 1812002 0 239784 29 0 1 0 GLY CONSTRUCTION INC PO BOX 6728 BELLEVUE WA 98008 GENERAL CONTRACTOR 2859881 OPTIMA ENTERPRISES LLC 28906 13TH AVE S FEDERAL WAY WA 98003 JANITORIAL SERVICES 679849 HARLOW'S SCHOOL BUS SERVICE INC 1021 S 23RD ST SUIT A BISMARK ND 58504 TRANSPORTATION 329299 SAGE DINING SERVICES INC 1402 TORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 264790 CREATIVELIVE INC 228 DEXTER AVE N SEATTLE WA 98109 VIDEO PRODUCTION 245067 9 1054077 3563445 368548 4617522 STUDENT TUITION 611600 42257489 42257489 FEES 611710 1050108 1050108 43307597 550440 550440 417144 0 417144 417144 417144 1392329 582947 809382 809382 809382 0 1054077 57382 -57382 -57382 49644703 43307597 0 1719584 7164552 7164552 5716 5716 1330837 387519 884917 58401 18072986 16156978 1450217 465791 1537945 1391740 110574 35631 2518020 2220278 237517 60225 1753558 1531167 180420 41971 18241 8094 4686 5461 180370 80034 46334 54002 234498 234498 700024 578521 171096 -49593 40353 32024 6254 2075 218001 131345 75714 10942 374952 326031 37604 11317 1760787 1668249 78991 13547 682 682 146689 117568 23844 5277 708585 36593 634970 37022 2793956 2654798 109947 29211 426872 351799 71621 3452 CLASSROOM SUPPLIES 1923575 1722496 198668 2411 REPAIRS & MAINTENANCE 1706862 1617157 76573 13132 TRANSPORTATION 543939 543939 INSTRUCTIONAL & DEVELOP 346549 339711 6838 25673 -8144 34033 -216 44534222 39058847 4440818 1034557 55158 409546 11731382 12239330 10792 10362 285368 13466495 415687 654012 110739718 19717823 87421096 91021895 30040825 35405693 605191 349643 130565499 153556976 4484319 3787905 3066063 18090399 26172799 25265749 1119233 967007 34842414 48111060 X 74493271 78065628 21229814 27380288 95723085 105445916 130565499 153556976 5110481 4612350 0 X 0 1 X 1 0 X 6598791 7208629 2959096 5181020 4617522 26565058 6598791 7208629 2959096 5181020 4617522 26565058 6717594 19847464 480236 527279 720549 992952 967584 3688600 137504 122983 105315 365802 30619460 175891944 0.64820 0.56970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 35650 X X EDUCATIONAL BENEFIT 0 19698006 13667 5841758 495500 25057931 19170408 129500 981698 583600 19698006 18298317 105051 1383555 616515 19170408 17004163 277600 1449176 420922 11700 18298317 14746992 318883 2342282 403994 17004163 0.00000 0.45790 0.54210 0 0 17132195 17132195 88223529 16210458 72013071 1019100 399921 619179 3897456 3107444 790012 467438 467438 91021895 STUDENT DEPOSITS 888727 DEFERRED RENT 78280 967007 47149883 4612350 -7164552 -2552202 49702085 -57382 -57382 49644703 37427052 57382 57382 37369670 7164552 7164552 44534222 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 76% OF THE TOTAL; ENDOWMENT FOR TRAVEL AND OUTDOOR PROGRAM EXPENSES (INCLUDING FINANCIAL AID) REPRESENTS 20%; ENDOWMENT FOR LEARNING SUPPORT PROGRAM EXPENSES REPRESENTS 2%; ENDOWMENT FOR SPEECH AND DEBATE AND MUSIC PROGRAM EXPENSES REPRESENTS 2%. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -7,164,552. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT REVENUE -57,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT REVENUE 57,382. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,164,552. 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. 1 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA TUITION ASSISTANCE 5716 WIRE TRANSFER 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 TO REPORT EXPENDITURES ON SCHEDULE F. 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). 1 KINA WALKER-NISBET 5561 S HOLLY ST SEATTLE WA 98118 CAPITAL CAMPAIGN CONSULTING 0 0 24000 -24000 T CAREY CONSULTING 1752 NW MARKET ST 945 SEATTLE WA 98107 DEVELOPMENT DEPARTMENT CONSULTING 0 0 210498 -210498 234498 -234498 WA SAAS IN THE CITY 1054077 1054077 8838 668 845 47031 1054077 1054077 8838 668 845 47031 57382 -57382 1 NEED-BASED FINANCIAL AID TO STUDENTS 312 7164552 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 461755 0 30000 0 0 0 37500 0 10322 0 539577 0 0 0 MARI ANDERSON COO 229604 0 0 0 0 0 18420 0 10322 0 258346 0 0 0 DOUGLAS AMBACH CFO 223055 0 0 0 0 0 18428 0 10322 0 251805 0 0 0 LAURI CONNER ASSISTANT HEAD FOR MS/US 156577 0 0 0 0 0 13622 0 10322 0 180521 0 0 0 FREDERICK STRONG DEAN FACULTY 156107 0 0 0 0 0 13257 0 10322 0 179686 0 0 0 MICHAEL HAYKIN ASSISTANT HEAD FOR OPTIONS 147775 0 0 0 0 0 11830 0 10322 0 169927 0 0 0 GAYLE PEARL REGISTRAR 146167 0 0 0 0 0 11701 0 10322 0 168190 0 0 0 JULIA KASSISSIEH MIDDLE SCHOOL HEAD 135256 0 0 0 0 0 11446 0 10322 0 157024 0 0 0 PART I, LINE 4B HEAD OF SCHOOL PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SERVICE FROM 7/1/20 TO 6/30/21. THE PLAN AWARD IS BASED ON 4% OF HIS ANNUAL BASE SALARY FROM 7/1/2018 TO 6/30/2021. THE FUNDS ARE INVESTED AT THE BOARD'S DISCRETION. THE AWARD EXPENSE WAS $21,640 FOR 7/1/20 TO 6/30/21. 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 7/1/20 TO 6/30/21. PART I, LINE 7 IN FY21, THE HEAD OF SCHOOL WAS AWARDED AN ANNUAL BONUS OF $30,000. THE AMOUNT WAS DETERMINED AT THE DISCRETION OF THE BOARD OF DIRECTORS. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2016-10-13 27500000 CONSTRUCT EDUCATIONAL BLDG 0 0 0 A 1997834 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 128700 FINANCIAL AID FINANCIAL AID X 37 368548 AVERAGE HIGH/LOW 0 0 1 1 PART I, COLUMN (B): STOCK DONATIONS ARE COUNTED BY DONOR. 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 A, LINE 4 SEATTLE ACADEMY'S BOARD OF TRUSTEES APPROVED REVISED BYLAWS ON MAY 26, 2021. THE FOLLOWING ARE SUBSTANTIVE CHANGES TO THE BYLAWS: -ESTABLISHED BOARD OF TRUSTEES APPROVAL FOR THE PARENT ASSOCIATION'S CHARTER AND BYLAWS, WITH THE GOAL OF INSURING ALIGNMENT FOR THE PARENT ASSOCIATION'S GOVERNANCE AND OPERATIONS WITH BOARD GOVERNANCE, GUIDANCE AND AS NECESSARY OVERSIGHT; -REMOVED THE AUTOMATIC APPOINTMENT OF A PARENT ASSOCIATION REPRESENTATIVE TO THE BOARD OF TRUSTEES; -CHANGED THE TRUSTEE TERM START AND END DATE FROM THE CONCLUSION OF THE ANNUAL MEETING TO A JULY 1 START AND A JUNE 30 END WHICH TIES TO THE FISCAL YEAR; -ADDED THE ABILITY TO EXTEND THE BOARD CHAIR'S THREE-YEAR TERM BY A MAJORITY VOTE OF THE BOARD OF TRUSTEES. CONFIRMED THERE IS NO OFFICER TERM LIMIT FOR OTHER BOARD OFFICERS; -ADDED THE RISK MANAGEMENT COMMITTEE AND THE STRATEGIC PLANNING COMMITTEE AS NEW STANDING COMMITTEES; -CHANGED THE NAME OF THE COMMITTEE ON TRUSTEES TO THE GOVERNANCE COMMITTEE; -REMOVED THE FACILITIES COMMITTEE AS A STANDING COMMITTEE; -REMOVED THE REQUIREMENT OF THE TREASURER TO SERVE ON THE INVESTMENT COMMITTEE; -CLARIFIED COMMITTEE MEMBERS ARE APPOINTED BY THE COMMITTEE CHAIR IN CONSULTATION WITH THE HEAD OF SCHOOL AND EXECUTIVE COMMITTEE; -THERE WERE ADDITIONAL EDITS FOR CONSISTENCY, CLARITY, AND REMOVING GENDERED LANGUAGE. 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 2020 FOR THE HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER FOR THE 2020/2021 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 -8364 349643 THE SEATTLE ACADEMY OF ARTS & SCIENCES