2021-05-11T10:53:42-05:00 2020-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2019-07-01 910974344 UNIVERSITY PREPARATORY ACADEMY UNIV 2065252714 8000 25TH AVENUE NE SEATTLE WA 98115 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 2065252714 2021-05-07 1 SARA ELIZABETH J HYRE P00235495 4254544919 2021-05-07 2019 2022-09-23 18:48:47Z RONNIE CODRINGTON-CAZEAU 8000 25TH AVENUE NE SEATTLE WA 98115 26953499 0 X WWW.UNIVERSITYPREP.ORG X 1976 WA INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO STUDENTS GRADES 6 THROUGH 12 FOUNDED 1976. 28 26 234 150 0 0 5161297 3872385 20694495 22320808 732064 760306 -28030 -23535 26559826 26929964 2882543 3242431 0 0 12754988 13894332 74820 70546 988774 5708718 5365643 21421069 22572952 5138757 4357012 68838510 83144773 20005565 30276028 48832945 52868745 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 18602615 3242431 22320808 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. 18602615 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 83 0 234 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 26 1 0 0 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 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 50.00 X 253595 0 25322 KEN JAFFE ASST. HEAD OF SCHOOL 50.00 X 191512 0 21203 MATT LEVINSON FORMER HEAD OF SCHOOL (THRU 6/30/19) 60.00 X 184071 0 17160 LILA LOHR HEAD OF SCHOOL (THRU 12/30/19) 60.00 X X 193900 0 3556 RICHARD KASSISSIEH ASST. HEAD OF SCHOOL 50.00 X 166662 0 19335 CATHERINE BLUNDELL DIRECTOR OF ADVANCEMENT 50.00 X 161513 0 18817 KELLY HERRINGTON DIRECTOR OF COLLEGE COUNSELING 50.00 X 142360 0 17693 SUSIE WU DIRECTOR OF MIDDLE SCHOOL 50.00 X 143500 0 12656 SHAVETTE MCGHEE DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 119936 0 15966 MARY BETH LAMBERT DIRECTOR OF COMMUNICATIONS 50.00 X 118545 0 2878 ALMA ANDRADE CURRENT FACULTY/TRUSTEE 40.00 X 82366 0 13493 CHERYL SCOTT PRESIDENT 4.00 X X 0 0 0 LAURA DOMOTO VICE PRESIDENT 6.00 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 HELEN BLAIR TRUSTEE 2.00 X 0 0 0 GEOFF BUSCHER TRUSTEE 2.00 X 0 0 0 DEVINDRA CHAINANI TRUSTEE 2.00 X 0 0 0 RITA EGRARI TRUSTEE 2.00 X 0 0 0 JASON FROGGATT TRUSTEE 2.00 X 0 0 0 TERRY FROGGATT 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 2.00 X 0 0 0 PATRICIA LANDY TRUSTEE 2.00 X 0 0 0 SUZANNE MCGILL TRUSTEE 2.00 X 0 0 0 YAZMIN MEHDI TRUSTEE 2.00 X 0 0 0 TORI RAGEN TRUSTEE 2.00 X 0 0 0 TIMOTHY RICHEY TRUSTEE 2.00 X 0 0 0 BARBARA SNIEZEK TRUSTEE/PARENT COUNCIL PRESIDENT 4.00 X 0 0 0 ANDREA THORESON TRUSTEE 2.00 X 0 0 0 MIRANDA VIRMANI TRUSTEE 2.00 X 0 0 0 KOBI YAMADA TRUSTEE 2.00 X 0 0 0 JEN ZELL TRUSTEE 2.00 X 0 0 0 1757960 0 168079 11 1 1 0 SKANSKA USA BUILDING INC 221 YALE AVE N SUITE 400 SEATTLE WA 98109 GENERAL CONTRACTING 4259657 MITHUN INC PIER 56 1201 ALASKAN WAY 200 SEATTLE WA 98101 ARCHITECTURE 935474 MARTY K INC 720 N 10TH STREET A-334 RENTON WA 98057 JANITORIAL 182407 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 154824 AL TERRY ARCHITECTURE 4609 S SNOQUALMIE ST SEATTLE WA 98118 ARCHITECTURE 142889 9 694104 3178281 225349 3872385 TUITION AND FEES 611110 22235468 22235468 APPLICATION FEES 611110 43340 43340 FORFEITED DEPOSITS 611110 42000 42000 22320808 760306 760306 0 694104 23535 -23535 -23535 26929964 22320808 0 736771 3242431 3242431 1309489 583042 640918 85529 10207438 8639774 1129902 437762 598984 489511 79794 29679 924582 773120 110527 40935 853839 686545 128408 38886 108817 108817 57692 57692 70546 70546 61353 61353 305158 203270 101888 31703 26862 3255 1586 1447589 1243198 105119 99272 854587 724107 87734 42746 41952 39043 2668 241 252186 199206 51885 1095 105236 89168 10804 5264 1503273 1273751 154329 75193 DUES 161248 98908 60487 1853 STUDENT ACTIVITIES 137876 127548 2132 8196 BUS PASSES 132182 132182 STAFF RECRUITING 65136 65136 99655 30949 18715 49991 22572952 18602615 2981563 988774 4899761 6944700 19134352 19872324 3284979 4795287 684 28175 389116 236633 54797616 20160942 24061528 34636674 15480036 15164003 1423961 1310666 164093 156311 68838510 83144773 2288633 5668229 6450370 6563918 10764899 17550000 501663 493881 20005565 30276028 X 35292976 38159427 13539969 14709318 48832945 52868745 68838510 83144773 X 4357012 -315497 -5715 X 0 1 X 1 0 X 948701 1161555 1827155 5154612 3872385 12964408 948701 1161555 1827155 5154612 3872385 12964408 3091587 9872821 476470 347583 447387 742723 760306 2774469 15738877 98206839 0.62730 0.59110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11241936 45288 68814 278209 218597 10859232 10646164 473853 556501 257370 177212 11241936 9840485 573219 661821 221410 207951 10646164 8548357 512563 1150876 173054 198257 9840485 8977369 184655 -259703 196874 157090 8548357 0.07810 0.74460 0.17730 0 0 329072 329072 38259392 18440084 19819308 2449253 1720858 728395 13759899 13759899 34636674 DEFERRED POST RETIREMENT BENEFITS 337570 RETIREMENT ANNUITY PAYABLE 156311 493881 23334218 -315497 -3242431 -3557928 26892146 61353 -23535 37818 26929964 19298418 29250 29250 19269168 61353 3242431 3303784 22572952 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 -3,242,431. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE -23,535. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 23,535. BAD DEBT WRITE-OFF 5,715. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX 3,242,431. 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. SOUTH ASIA 0 0 PROGRAM SERVICES STUDENT TRAVEL; HOME STAY IN REGION 9000 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDENT TRAVEL; HOME STAY IN REGION 8000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 623579 0 0 0 0 0 0 640579 0 640579 1 0 0 0 0 0 PART I, LINE 2: FUNDS ARE USED FOR OUR GLOBAL EDUCATION TRIPS OUTSIDE THE U.S. THE FUNDS ARE USED FOR HOUSING, FOOD, AND PROGRAM EXPENSES DURING THE TRIPS. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, COLUMN F: AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, 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 IN THE IRC SEC 6038(A)(1)(A). X X X X X X 1 MAIN CONSULTING 6757 48TH AVENUE SW SEATTLE WA 98136 CAMPAIGN PLANNING 0 2210941 70546 2140395 2210941 70546 2140395 WA #UPREPTOGETHER 694104 694104 12166 2000 9369 694104 694104 12166 2000 9369 23535 -23535 1 FINANCIAL AID 93 3132181 BOOK TUITION, FEES, TRANSPORTATION AND MEALS EXCHANGE STUDENTS 3 110250 BOOK TUITION FOR 3 FOREIGN EXCHANGE STUDENTS 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 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LANSVERK ASST. HEAD FOR FIN. & OP. 253595 0 0 0 0 0 17752 0 7570 0 278917 0 0 0 KEN JAFFE ASST. HEAD OF SCHOOL 191512 0 0 0 0 0 13633 0 7570 0 212715 0 0 0 MATT LEVINSON FORMER HEAD OF SCHOOL (THRU 6/30/19) 116955 0 0 0 67116 0 13520 0 3640 0 201231 0 0 0 LILA LOHR HEAD OF SCHOOL (THRU 12/30/19) 175000 0 0 0 18900 0 0 0 3556 0 197456 0 0 0 RICHARD KASSISSIEH ASST. HEAD OF SCHOOL 166662 0 0 0 0 0 11824 0 7511 0 185997 0 0 0 CATHERINE BLUNDELL DIRECTOR OF ADVANCEMENT 161513 0 0 0 0 0 11306 0 7511 0 180330 0 0 0 KELLY HERRINGTON DIRECTOR OF COLLEGE COUNSELING 142360 0 0 0 0 0 10123 0 7570 0 160053 0 0 0 SUSIE WU DIRECTOR OF MIDDLE SCHOOL 143500 0 0 0 0 0 5145 0 7511 0 156156 0 0 0 PART I, LINE 1A LILA LOHR, HEAD OF SCHOOL (7/1/19-12/30/19), HAD A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES. SHE WAS REIMBURSED FOR THESE EXPENSES UPON PROVIDING RECEIPTS. SOCIAL CLUB MEMBERSHIP WAS ALSO PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. SHE ALSO RECEIVED A HOUSING ALLOWANCE. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION. MATT LEVINSON, HEAD OF SCHOOL (1/1/19-6/30/19), HAD A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES. HE WAS REIMBURSED FOR THESE EXPENSES UPON PROVIDING RECEIPTS. SOCIAL CLUB MEMBERSHIP WAS ALSO PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. X 8 217598 FAIR MARKET VALUE X 1 397 COST X EQUIPMENT 1 7049 COST X GIFT CARD 1 305 COST 0 0 1 0 PART I, COLUMN (B): THE VALUE IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR BOTH STOCK CONTRIBUTIONS AND OTHER IN-KIND CONTRIBUTIONS. FORM 990, PART I, LINE 6: VOLUNTEERS SERVE ON COMMITTEES AND PARENT COUNCIL ACTIVITIES. 26 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 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 AN INTERIM HEAD OF SCHOOL FOR THE 2019-2020 SCHOOL YEAR. COMPENSATION FOR THE INTERIM HEAD OF SCHOOL WAS DETERMINDED BY THE SAME PROCESS AND AN EMPLOYMENT CONTRACT WAS SIGNED IN APRIL 2019. 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 2020. 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. FORM 990, PART XI, LINE 9: PRIOR YEAR PLEDGE WRITE-OFF -5,715.