2022-05-11T15:35:38-05:00 2021-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2020-07-01 910974344 UNIVERSITY PREPARATORY ACADEMY UNIV 2065252714 8000 25TH AVENUE NE SEATTLE WA 98115 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 2065252714 2022-05-03 1 SUSAN LANSVERK 999009999 SARA ELIZABETH H JONES P00235495 4254544919 2022-05-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RONNIE CODRINGTON-CAZEAU 8000 25TH AVENUE NE SEATTLE WA 98115 29139206 0 X WWW.UNIVERSITYPREP.ORG X 1976 WA INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO STUDENTS GRADES 6 THROUGH 12 FOUNDED 1976. 26 24 205 150 0 0 3872385 4954407 22320808 23635947 760306 545902 -23535 -34991 26929964 29101265 3242431 3358441 0 0 13894332 14363420 70546 25500 878632 5365643 4754030 22572952 22501391 4357012 6599874 83144773 104232720 30276028 41758933 52868745 62473787 UNIVERSITY PREPARATORY ACADEMY IS COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 0 0 18635253 3358441 23635947 INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO STUDENTS GRADES 6 THROUGH 12. ACCREDITED WITH NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE STATE OF WASHINGTON. COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 18635253 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 42 0 205 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 24 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X SUSAN LANSVERK 2068321103 8000 25TH AVENUE NE SEATTLE WA 98115 X RONNIE CODRINGTON-CAZEAU HEAD OF SCHOOL FROM 07/20 60.00 X X 206513 0 4365 ALMA ANDRADE FACULTY/TRUSTEE 40.00 X 91725 0 15236 CHERYL SCOTT PRESIDENT 4.00 X X 0 0 0 TORI RAGEN VICE PRESIDENT 4.00 X X 0 0 0 MARK BRITTON TREASURER 4.00 X X 0 0 0 CHARISSE COWAN-PITRE SECRETARY 2.00 X X 0 0 0 RIC ANDERSON TRUSTEE 2.00 X 0 0 0 ANDREA BARRY-SMITH TRUSTEE 2.00 X 0 0 0 ADRIAN BIESECKER TRUSTEE 2.00 X 0 0 0 LISA BONTJE PARENT COUNCIL CO-PRESIDENT 4.00 X 0 0 0 GEOFF BUSCHER TRUSTEE 2.00 X 0 0 0 LAURA DOMOTO TRUSTEE 4.00 X 0 0 0 LIFFY FRANKLIN TRUSTEE 2.00 X 0 0 0 JASON FROGGATT TRUSTEE 2.00 X 0 0 0 TERRY FROGGATT RETIRED FACULTY/CURRENT TRUSTEE 2.00 X 0 0 0 MICHELLE GOLDBERG TRUSTEE 2.00 X 0 0 0 JEANETTE JAMES TRUSTEE 2.00 X 0 0 0 VAN KATZMAN TRUSTEE 4.00 X 0 0 0 PATRICIA LANDY RETIRED FACULTY/CURRENT TRUSTEE 2.00 X 0 0 0 SUZANNE MCGILL TRUSTEE 2.00 X 0 0 0 SUJAL PATEL TRUSTEE 2.00 X 0 0 0 TIMOTHY RICHEY TRUSTEE 2.00 X 0 0 0 ANDREW SELBY TRUSTEE 2.00 X 0 0 0 ANDREA THORESON TRUSTEE 2.00 X 0 0 0 MIRANDA VIRMANI TRUSTEE 2.00 X 0 0 0 JEN ZELL PARENT COUNCIL CO-PRESIDENT 4.00 X 0 0 0 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 50.00 X 255101 0 26353 RICHARD KASSISSIEH ASST. HEAD OF SCHOOL 50.00 X 176250 0 20715 SUSIE WU DIRECTOR OF MIDDLE SCHOOL 50.00 X 151558 0 18973 CATHERINE BLUNDELL DIRECTOR OF ADVANCEMENT 50.00 X 168366 0 20150 KELLY HERRINGTON DIRECTOR OF COLLEGE COUNSELING 50.00 X 149498 0 19118 SHAVETTE MCGHEE DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 127839 0 17445 AMY SPIVEY DIRECTOR OF INFORMATION TECHNOLOGY 50.00 X 123589 0 17071 MARY BETH LAMBERT DIRECTOR OF COMMUNICATIONS 50.00 X 126814 0 9498 LILA LOHR FORMER HEAD OF SCHOOL THRU 06/20 60.00 X 203616 0 4010 KEN JAFFE FORMER KEY EMPLOYEE 50.00 X 124625 0 12969 1905494 0 185903 12 1 1 0 MITHUN INC PIER 56 1201 ALASKAN WAY 200 SEATTLE WA 98101 ARCHITECTURE 1033865 SKANSKA USA BUILDING INC 221 YALE AVE N SUITE 400 SEATTLE WA 98109 GENERAL CONTRACTING 368750 MARTY K INC 720 N 10TH STREET A-334 RENTON WA 98057 JANITORIAL 167124 HILLIS CLARK MARTIN & PETERSON 999 3RD AVE 4600 SEATTLE WA 98104 LEGAL 111362 4 735547 4218860 683478 4954407 TUITION AND FEES 611110 23531630 23531630 FORFEITED DEPOSITS 611110 55500 55500 APPLICATION FEES 611110 48817 48817 23635947 545902 545902 0 735547 36932 -36932 -36932 2950 1009 1941 1941 29101265 23635947 0 510911 3358441 3358441 1174415 474457 616257 83701 10519716 8884093 1193150 442473 639239 519927 86697 32615 1115945 884707 180502 50736 914105 731538 139158 43409 26433 26433 55950 55950 25500 25500 67959 67959 161218 37788 122380 1050 28978 24554 2975 1449 1217354 1083366 80977 53011 810368 686640 83194 40534 4710 4283 422 5 154073 136338 16305 1430 35986 30492 3694 1800 1688230 1430469 173317 84444 DUES 193617 127699 64159 1759 STUDENT ACTIVITIES 64491 61771 2113 607 STAFF RECRUITING 29753 29753 BAD DEBT EXPENSE 19995 19995 194915 158690 22116 14109 22501391 18635253 2987506 878632 6944700 12877338 19872324 15876834 4795287 4815385 28175 14713133 236633 359636 55897390 21849171 34636674 34048219 15164003 19879276 1310666 1511805 156311 151094 83144773 104232720 5668229 2940194 6563918 20980075 17550000 17350000 493881 488664 30276028 41758933 X 38159427 45049836 14709318 17423951 52868745 62473787 83144773 104232720 X 6599874 4030168 -1025000 X 0 1 X 1 0 X 1161555 1802155 4154612 3872385 4954407 15945114 1161555 1802155 4154612 3872385 4954407 15945114 2344295 13600819 347583 447387 742723 760306 545902 2843901 18789015 104500299 0.72390 0.62730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10859232 1101277 2832052 302701 218069 14271791 11241936 45288 68814 278209 218597 10859232 10646164 473853 556501 257370 177212 11241936 9840485 573219 661821 221410 207951 10646164 8548357 512563 1150876 173054 198257 9840485 0.07250 0.64370 0.28380 0 0 329072 329072 38420027 19934686 18485341 2572597 1914485 658112 14575694 14575694 34048219 DEFERRED POST RETIREMENT BENEFITS 337570 RETIREMENT ANNUITY PAYABLE 151094 488664 29742974 4030168 -3358441 671727 29071247 67959 -37941 30018 29101265 20137932 1062941 1062941 19074991 67959 3358441 3426400 22501391 PART V, LINE 4: THE FUNDS ARE USED ACCORDING TO THE ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENTS HAVE SPECIFIC PURPOSES THEY WERE GIVEN FOR BY DONORS: FINANCIAL AID, PROFESSIONAL DEVELOPMENT, AND UNRESTRICTED USE AMONGST OTHERS. THE UNRESTRICTED FUNDS SUPPORT THE GENERAL OPERATING BUDGET. OUR MOST RECENT ENDOWMENT CAMPAIGN IS FUNDING THE 40TH ANNIVERSARY ENDOWED FINANCIAL AID FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX -3,358,441. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT & GAMING EXPENSES NETTED AGAINST REVENUE -37,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT & GAMING EXPENSES NETTED AGAINST REVENUE 37,941. PRIOR YEAR PLEDGE WRITE-OFF 1,025,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX 3,358,441. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 WE JOIN WITH OTHER SCHOOLS ACCREDITED BY THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS TO ADVERTISE ANNUALLY OUR RACIALLY NONDISCRIMINATORY POLICY IN THE MEDIA FOR THE COMMUNITY WE SERVE. UNIVERSITY PREPARATORY ACADEMY IS SPECIFICALLY LISTED IN THESE ADVERTISEMENTS. SCHEDULE E, PART I, LINE 5 WE AWARD SEVERAL NEED-BASED SCHOLARSHIPS TO STUDENTS WHO PARTICIPATE IN THE RAINIER SCHOLARS, A PROGRAM THAT SERVES ONLY STUDENTS OF COLOR. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 689213 0 0 0 0 0 0 689213 0 689213 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, COLUMN F: AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. X X X X X X 1 T CAREY CONSULTING 1752 NW MARKET ST 945 SEATTLE WA 98107 CAPITAL CAMPAIGN PLANNING 0 2177743 25500 2152243 2177743 25500 2152243 WA #UPREPTOGETHER 735547 735547 1561 4000 31371 735547 735547 1561 4000 31371 36932 -36932 1 FINANCIAL AID 108 3358441 BOOK TUITION, FEES, TRANSPORTATION AND MEALS PART I, LINE 2: THE ASSOCIATE DIRECTOR OF FINANCIAL AID PROCESSES APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES THE RECOMMENDED AWARDS. APPROVED AWARDS ARE REFLECTED ON CONTRACTS THAT ARE SIGNED BY PARENTS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 255101 0 0 0 0 0 17857 0 8496 0 281454 0 0 0 RONNIE CODRINGTON-CAZEAU HEAD OF SCHOOL FROM 07/20 206513 0 0 0 0 0 0 0 4365 0 210878 0 0 0 LILA LOHR FORMER HEAD OF SCHOOL THRU 06/20 185616 0 0 0 18000 0 0 0 4010 0 207626 0 0 0 RICHARD KASSISSIEH ASST. HEAD OF SCHOOL 176250 0 0 0 0 0 12351 0 8364 0 196965 0 0 0 CATHERINE BLUNDELL DIRECTOR OF ADVANCEMENT 168366 0 0 0 0 0 11786 0 8364 0 188516 0 0 0 SUSIE WU DIRECTOR OF MIDDLE SCHOOL 151558 0 0 0 0 0 10609 0 8364 0 170531 0 0 0 KELLY HERRINGTON DIRECTOR OF COLLEGE COUNSELING 149498 0 0 0 0 0 10622 0 8496 0 168616 0 0 0 KEN JAFFE FORMER KEY EMPLOYEE 124625 0 0 0 0 0 8838 0 4131 0 137594 0 0 0 PART I, LINE 1A RONNIE CODRINGTON CAZEAU, HEAD OF SCHOOL (7/1/20+), HAD A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES. SHE WAS REIMBURSED FOR THESE EXPENSES UPON PROVIDING RECEIPTS. LILA LOHR, HEAD OF SCHOOL (7/1/19-6/30/20), HAD A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES. SHE WAS REIMBURSED FOR THESE EXPENSES UPON PROVIDING RECEIPTS. SHE WAS ALSO PROVIDED A HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION. NA N/A 25740 FINANCIAL AID FINANCIAL AID X 16 683478 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE VALUE IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR STOCK CONTRIBUTIONS. FORM 990, PART I, LINE 6: VOLUNTEERS SERVE ON COMMITTEES AND PARENT COUNCIL ACTIVITIES. 24 MEMBERS OF THE BOARD ALSO SERVE AS VOLUNTEERS. FORM 990, PART VI, SECTION A, LINE 2 TERRY FROGGATT AND JASON FROGGATT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO THE BYLAWS INCLUDE: COMMITTEE CONSOLIDATION AND RESTRUCTURING, MODIFYING THE POWERS OF THE EXECUTIVE COMMITTEE AND ADDING TWO EX-OFFICIO POSITIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND EXECUTIVE COMMITTEES REVIEW AND APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH TRUSTEE AND OFFICER EACH YEAR. THEY ARE REVIEWED BY THE ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATIONS TO DETERMINE IF ANY CONFLICTS ARE INDICATED. THE PRESIDENT OF THE BOARD WOULD REVIEW ANY CONFLICTS THAT ARE DISCLOSED. IF A CONFLICT IS FOUND, THE TRUSTEE WOULD RECUSE HIMSELF/HERSELF FROM VOTING ON OR DISCUSSING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THROUGH A THOROUGH PROCESS OF REVIEWING PERFORMANCE AND COMPARABLE COMPENSATION DATA FROM PEER SCHOOLS COLLECTED FROM AN INDEPENDENT SOURCE. THE SCHOOL HAD A NEW HEAD OF SCHOOL FOR THE 2020-2021 SCHOOL YEAR. COMPENSATION FOR THE NEW HEAD OF SCHOOL WAS DETERMINDED BY THE SAME PROCESS AND AN EMPLOYMENT CONTRACT WAS SIGNED IN JUNE 2020. THE ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATIONS COMPENSATION AND ASSISTANT HEAD OF SCHOOL'S COMPENSATION ARE ESTABLISHED BY THE HEAD OF SCHOOL USING THE SAME PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, SECTION A: SOME OF THE TRUSTEES ARE ALSO TEACHERS FOR THE ORGANIZATION AND RECEIVE COMPENSATION FOR THEIR SERVICES AS TEACHERS ONLY. THE HEAD OF THE SCHOOL IS CONSIDERED AN OFFICER AND RECEIVES COMPENSATION FOR HER SERVICE AS CEO. COMPENSATED INDIVIDUALS RECUSE THEMSELVES FROM DISCUSSING AND VOTING ON CERTAIN MATTERS PER THE BY-LAWS. THE BY-LAWS WERE AMENDED DURING FY21 AND THESE INDIVIDUALS ARE NOW NON-VOTING EX-OFFICIO TRUSTEES. FORM 990, PART XI, LINE 9: PRIOR YEAR PLEDGE WRITE-OFF -1,025,000.