2021-02-16T18:15:31-06:00 2020-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2019-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2021-02-08 1 TODD D MASSINGER P00075883 5032205900 2019 2022-09-23 18:48:47Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 34207788 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. 23 21 458 250 0 0 4448164 4479310 25181847 25638119 405379 474278 197320 157271 30232710 30748978 3304123 3474197 0 0 19567044 19671758 0 0 1621316 6221116 7108536 29092283 30254491 1140427 494487 71228179 76733105 17822733 18032551 53405446 58700554 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 25323240 3474197 25636622 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 25323240 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 31 0 1 458 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 21 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 428333 0 56103 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 183494 0 31893 BARBARA OSTOS ASSISTANT HEAD OF SCHOOL 50.00 X 163702 0 34571 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 50.00 X 149289 0 10075 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 50.00 X 138676 0 33032 SARA NORDHOFF DIRECTOR OF ENROLLMENT MAN 50.00 X 135762 0 9907 DAWN ISAACS HEAD OF BEGINNING AND LOWER SCHOOLS 50.00 X 127500 0 24466 LISA ELLENBERG FACULTY-STAFF FORUM PRESIDENT 50.00 X 76789 0 28215 BART EBERWEIN CHAIR 1.00 X X 0 0 0 INDIRA NALLAKRISHNAN VICE CHAR 1.00 X X 0 0 0 JOHN GILLELAND TREASURER 1.00 X X 0 0 0 MARK HOLLIDAY SECRETARY 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 AZIN VAN ALEBEEK MEMBER 1.00 X X 0 0 0 ARAH ERICKSEN '87 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 ARJUN JAIN '20 MEMBER 1.00 X 0 0 0 TAYLOR KAPLAN '05 MEMBER 1.00 X 0 0 0 TINA LEE LAM MEMBER 1.00 X 0 0 0 DAVID RECORDON MEMBER 1.00 X 0 0 0 MIMI SEI MEMBER 1.00 X 0 0 0 GREG DUFAULT MEMBER 1.00 X 0 0 0 ELIZABETH STEINER HAYWARD MEMBER 1.00 X 0 0 0 1403545 0 228262 16 0 1 0 REIMERS & JOLIVETE 2344 NW 24TH AVE PORTLAND OR 97210 BUILDING CONTRACTOR 778466 COLUMBIA ROOFING & SHEET METAL 18525 SW 126TH PLACE TUALATIN OR 97062 ROOF REPLACEMENT 283475 ANGELES INVESTMENT ADVISORS 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT SERVICES 148727 CLEANNET OF THE NORTHWEST 7320 SW HUNZIKER RD 208 PORTLAND OR 972232301 CUSTODIAL SERVICES 140811 4 519186 3960124 900722 4479310 TUITON AND FEES 611600 24818720 24818720 AUXILIARY SERVICES 611710 720285 720285 OTHER 611710 99114 99114 25638119 446441 446441 3381166 3353329 27837 27837 27837 204528 519186 45760 158768 158768 58224 59721 -1497 -1497 30748978 25636622 0 633046 3474197 3474197 818279 335841 359296 123142 13775212 11863752 1319798 591662 761576 658249 71759 31568 3309449 2796270 272800 240379 1007242 846103 113388 47751 457550 404120 50466 2964 58242 58242 148727 148727 555662 456633 95679 3350 1327213 1170477 118461 38275 767288 619645 147201 442 801304 780252 15329 5723 31062 19879 5507 5676 28957 991 12869 15097 1413319 1376414 26870 10035 306864 23305 283419 140 MISCELLANEOUS 520528 316387 155275 48866 CAPITAL CAMPAIGN 455061 455061 TRANSPORTATION 120459 106710 13062 687 EQUIPMENT RENT & MAINT. 116300 74015 41787 498 30254491 25323240 3309935 1621316 13074 18257 4868087 5461997 284089 272566 53542 47224 105739 103203 291785 361694 52551919 24218670 27051305 28333249 15561724 15018929 22998834 27115986 71228179 76733105 1293631 1733304 16483994 16248913 45108 50334 17822733 18032551 X 31660051 34535362 21745395 24165192 53405446 58700554 71228179 76733105 494487 4800621 0 X X 0 1 X 1 0 X 2298933 1765982 1858034 4448164 4479310 14850423 2298933 1765982 1858034 4448164 4479310 14850423 1111687 13738736 816500 698961 494435 456965 446441 2913302 213110 201896 135042 195686 158768 904502 18668227 119346945 0.73590 0.68400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35401130 146906 5266041 1420878 148741 39244463 36943684 64490 -72827 1384403 149814 35401130 35644073 164691 2602534 1317739 149875 36943684 33022799 101478 3972935 1309370 143769 35644073 32673365 315834 1420863 1249428 137835 33022799 0.39100 0.18400 0.42500 0 0 6077272 6077272 40984930 19766067 21218863 5212029 4300388 911641 277688 152215 125473 28333249 ABSOLUTE RETURN FUNDS 27115986 F 27115986 AGENCY FUNDS 50334 50334 X 32086298 4800621 59721 4860342 27225956 148725 3374297 3523022 30748978 26791190 59721 59721 26731469 148725 3374297 3523022 30254491 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 59,721. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,374,297. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 59,721. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,374,297. 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 723714 519186 204528 5011 40749 723714 519186 204528 5011 40749 45760 158768 1 FINANCIAL AID FOR STUDENT TUITION 180 3312105 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 63 19357 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 108 34106 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 13 2875 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 23 40960 FMV FINANCIAL AID FINANCIAL AID FOR LUNCHROOM 19 18985 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 428333 0 0 0 0 0 25700 0 30403 0 484436 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 183494 0 0 0 0 0 11010 0 20883 0 215387 0 0 0 BARBARA OSTOS ASSISTANT HEAD OF SCHOOL 163702 0 0 0 0 0 9822 0 24749 0 198273 0 0 0 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 149289 0 0 0 0 0 8957 0 1118 0 159364 0 0 0 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 138676 0 0 0 0 0 8321 0 24711 0 171708 0 0 0 DAWN ISAACS HEAD OF BEGINNING AND LOWER SCHOOLS 127500 0 0 0 0 0 7650 0 16816 0 151966 0 0 0 60865 TUITION REMISSION EMPLOYMENT BENEFIT X 24 900722 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.