2022-02-02T17:06:17-06:00 2021-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2020-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2022-01-14 1 TERRY MURPHY 999009999 TODD D MASSINGER P00075883 5032205900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 36632133 0 X WWW.CATLIN.EDU X 1958 OR CATLIN GABEL IS A PROGRESSIVE CO-EDUCATIONAL INDEPENDENT DAY SCHOOL WHICH SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12TH GRADE. THE SCHOOL HONORS EACH CHILD'S INNATE CAPACITIES, ENCOURAGES EXPLORATION, WELCOMES QUESTIONS AND PRESENTS CREATIVE CHALLENGES TO EVERY STUDENT. THIS METHOD FORMS BOLD LEARNERS WHO BECOME INSIGHTFUL QUESTIONERS, RESPONSIBLE THINKERS, AND INSPIRED ACTION-TAKERS FOR LIFE. 25 23 349 83 0 0 4479310 5197102 25638119 28319020 474278 654765 157271 19950 30748978 34190837 3474197 5375913 0 0 19671758 19723555 0 0 1436551 7108536 5681338 30254491 30780806 494487 3410031 76733105 89722563 18032551 19488272 58700554 70234291 X CATLIN GABEL SUPPORTS INSPIRED LEARNING LEADING TO RESPONSIBLE ACTION THROUGH DEDICATED TEACHING, CARING RELATIONSHIPS, A CHALLENGING CURRICULUM, AND COMMUNITY SERVICE. WE VALUE EACH PERSON'S EFFORT, IMAGINATION, AND POSITIVE CONTRIBUTIONS TO THE COMMUNITY. WE CELEBRATE BEING INCLUSIVE AND THE PARTNERSHIP BETWEEN FAMILY AND SCHOOL. 0 0 25610431 5375913 28303711 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 25610431 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 19 0 1 349 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 23 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 423899 0 46007 LISA ELLENBERG FACULTY-STAFF FORUM PRESID 50.00 X 72374 0 22496 BART EBERWEIN 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 PATRICK O'NEILL MEMBER 1.00 X 0 0 0 NKENGE HARMON JOHNSON '93 MEMBER 1.00 X 0 0 0 KATE WARREN HALL '93 MEMEBER 1.00 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 TAYLOR KAPLAN '05 MEMBER 1.00 X 0 0 0 MIMI SEI MEMBER 1.00 X 0 0 0 AZIN VAN ALEBEEK SECRETARY 1.00 X X 0 0 0 GREG DUFAULT MEMBER 1.00 X 0 0 0 ARAH ERICKSON MEMBER 1.00 X 0 0 0 AMANDA HILL MEMBER 1.00 X 0 0 0 RYAN LURIA MEMBER 1.00 X 0 0 0 JULIE MCMURCHIE MEMBER 1.00 X 0 0 0 KELLY PARK MEMBER 1.00 X 0 0 0 DAVID RECORDON MEMBER 1.00 X 0 0 0 LAURA TREMBLAY MEMBER 1.00 X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 177975 0 26539 BARBARA OSTOS ASSISTANT HEAD OF SCHOOL 50.00 X 156003 0 27628 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 50.00 X 151702 0 27244 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 50.00 X 138565 0 26378 SARA NORDHOFF DIRECTOR OF ENROLLMENT MAN 50.00 X 136128 0 10353 THEODORE CHEN HEAD OF MIDDLE SCHOOL 50.00 X 126354 0 9710 1383000 0 196355 15 0 1 0 REIMERS & JOLIVETE 2344 NW 24TH AVE PORTLAND OR 97210 BUILDING CONTRACTOR 1053494 PBS ENGINEERING & ENVIRONMENTAL 4412 SW CORBETT PORTLAND OR 97239 ASBESTOS TESTING 251417 CLEANNET OF THE NORTHWEST 7320 SW HUNZIKER RD 208 PORTLAND OR 972232301 CUSTODIAL SERVICES 199790 ANGELES INVESTMENT ADVISORS 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT SERVICES 167105 OPSIS ARCHITECTURE 920 NW 17TH AVE PORTLAND OR 97229 PAVILLION PROGRAMMING/CONCEPTS 158207 9 531636 4665466 2378049 5197102 TUITON AND FEES 611600 27649228 27649228 AUXILIARY SERVICES 611710 558385 558385 OTHER 611710 111407 111407 28319020 343519 343519 2648111 2336865 311246 311246 311246 115199 531636 79940 35259 35259 9182 24491 -15309 -15309 34190837 28303711 0 690024 5375913 5375913 656622 210329 334457 111836 13983360 11994808 1350951 637601 752728 646910 71895 33923 3318248 2735168 280772 302308 1012597 847151 114389 51057 9010 9010 58666 58666 167105 167105 328856 206725 120615 1516 683644 578731 76473 28440 570016 430929 138888 199 871951 849045 16680 6226 22360 18841 2736 783 21726 1132 16078 4516 1435171 1397569 27412 10190 804096 30272 773604 220 MISCELLANEOUS 372081 160695 160207 51179 CAPITAL CAMPAIGN 195699 195699 TRANSPORTATION 72726 59710 12628 388 EQUIPMENT RENT & MAINT. 68231 66503 1258 470 30780806 25610431 3733824 1436551 18257 78873 5461997 11101686 272566 311768 47224 195900 103203 99536 361694 546925 53052051 25615392 28333249 27436659 15018929 5847300 27115986 44103916 76733105 89722563 1733304 1862085 16248913 17561528 50334 64659 18032551 19488272 X 34535362 41190732 24165192 29043559 58700554 70234291 76733105 89722563 3410031 8123706 0 X X 0 1 X 1 0 X 1765982 1858034 4448164 4479310 5197102 17748592 1765982 1858034 4448164 4479310 5197102 17748592 2674843 15073749 698961 494435 456965 446441 343519 2440321 201896 135042 195686 158768 35259 726651 20915564 125963264 0.72070 0.73590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39244463 492890 8770447 1491803 167104 46848893 35401130 146906 5266041 1420878 148741 39244463 36943684 64490 -72827 1384403 149814 35401130 35644073 164691 2602534 1317739 149875 36943684 33022799 101478 3972935 1309370 143769 35644073 0.38720 0.24650 0.36630 0 0 6077272 6077272 36732913 17895243 18837670 2282871 2051276 231595 7958995 5668873 2290122 27436659 ABSOLUTE RETURN FUNDS 44103916 F 44103916 AGENCY FUNDS 64659 64659 X 36796016 8123706 24491 8148197 28647819 167105 5375913 5543018 34190837 25262279 24491 24491 25237788 167105 5375913 5543018 30780806 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 24,491. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,375,913. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 24,491. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,375,913. 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 646835 531636 115199 38715 41225 646835 531636 115199 38715 41225 79940 35259 1 FINANCIAL AID FOR STUDENT TUITION 183 3932343 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 55 18794 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 75 25117 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 11 1053 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 14 29088 FMV FINANCIAL AID FINANCIAL AID FOR LUNCHROOM 17 22635 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 423899 0 0 0 0 0 25434 0 20573 0 469906 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 177975 0 0 0 0 0 10678 0 15861 0 204514 0 0 0 BARBARA OSTOS ASSISTANT HEAD OF SCHOOL 156003 0 0 0 0 0 9360 0 18268 0 183631 0 0 0 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 151702 0 0 0 0 0 9102 0 18142 0 178946 0 0 0 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 138565 0 0 0 0 0 8314 0 18064 0 164943 0 0 0 129990 TUITION REMISSION EMPLOYMENT BENEFIT X 18 2378049 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 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.