2020-01-22T20:25:26-06:00 2019-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2018-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2020-01-15 1 TODD D MASSINGER P00075883 5032205900 74.95.39.225 2020-01-15 16:00:15 PS P F48C310856F4B7400213F3667100FFD4387F5C9A 3490557827B2F11B3E9022A25F961428F54FEF16 2018 2020-09-23 17:36:50Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 36154559 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. 24 22 450 300 0 0 1858034 4448164 23857583 25181847 570723 405379 136406 197320 26422746 30232710 3262601 3304123 0 0 18803144 19567044 0 0 1012318 5562310 6221116 27628055 29092283 -1205309 1140427 70422999 71228179 17677746 17822733 52745253 53405446 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 24834958 3304123 25183481 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 24834958 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 1 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 30 0 1 450 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 22 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 417333 0 56626 DERRICK BUTLER MD '86 MEMBER 1.00 X 0 0 0 JORGE CASIMIRO MEMBER 1.00 X 0 0 0 GREG DUFAULT MEMBER 1.00 X 0 0 0 BART EBERWEIN BOARD CHAIR 10.00 X X 0 0 0 LISA ERICKSEN MEMBER 1.00 X 0 0 0 ARAH ERICKSEN '87 MEMBER 1.00 X 0 0 0 DAMIEN GETER MEMBER 1.00 X 0 0 0 KATE WARREN HALL '93 MEMEBER 1.00 X 0 0 0 NKENGE HARMON JOHNSON '93 MEMBER 1.00 X 0 0 0 ALEX HO MEMBER 1.00 X 0 0 0 MARK HOLLIDAY BOARD SECRETARY 1.00 X X 0 0 0 JOHN KROGER MEMBER 1.00 X 0 0 0 TINA LAM BOARD TRESURER 1.00 X X 0 0 0 INDIRA NALLAKRISHNAN BOARD VICE CHAIR 1.00 X X 0 0 0 MARISA NATARAJAN '19 MEMBER 1.00 X 0 0 0 PATRICK O'NEILL MEMBER 1.00 X 0 0 0 PUNIT RENJEN MEMBER 1.00 X 0 0 0 ERIC ROSENFELD '83 MEMBER 1.00 X 0 0 0 TYLER SILVER MEMBER 1.00 X 0 0 0 ELIZABETH STEINER HAYWARD MEMBER 1.00 X 0 0 0 AMELIA TEMPLETON '02 MEMBER 1.00 X 0 0 0 AZIN VAN ALEBEEK MEMBER 1.00 X 0 0 0 KATIE WISDON WEINSTEIN '86 MEMBER 1.00 X 0 0 0 ISAAC ENLOE MEMBER 1.00 X 87706 0 22256 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 177628 0 32425 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 150550 0 34781 SARA NORDHOFF DIRECTOR OF ENROLLMENT MANAGMENT 50.00 X 132211 0 9713 DAVID WHITSON PALMA SCHOLARS PROGRAM DIRECTOR 50.00 X 124792 0 16286 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 50.00 X 132166 0 16888 VICKI SWARTZ HEAD OF LOWER SCHOOL 50.00 X 181960 0 20709 1404346 0 209684 9 0 1 0 MAHLUM 1231 NW HOYT ST PORTLAND OR 97209 MASTER PLAN 259215 ANGELES INVESTMENT ADVISORS 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 151183 INTELLIGENTIA CONSULTING LLC 11334 SW AVENTINE CIRCUS PORTLAND OR 97219 CAMPAIGN CONSULTING 109375 3 372047 4076117 1045210 4448164 TUITON AND FEES 611600 23683400 23683400 AUXILIARY SERVICES 611710 1403720 1403720 OTHER 611710 94727 94727 25181847 456965 456965 5648764 15417 5678899 36868 -30135 -21451 -51586 -51586 331613 372047 135927 195686 195686 71789 70155 1634 1634 30232710 25183481 0 601065 3304123 3304123 810664 339469 350668 120527 13685352 11946963 1281494 456895 754390 659043 70265 25082 3339632 2917422 274223 147987 977006 830070 108385 38551 165875 26951 138726 198 60217 60217 149812 149812 178581 82538 95579 464 1207863 1055945 105187 46731 698319 574377 123942 764060 743986 14617 5457 99604 63738 33938 1928 43971 1638 36836 5497 1294139 1259762 25189 9188 243544 18220 225190 134 MISCELLANEOUS 690381 532745 117445 40191 EQUIPMENT RENT & MAINT. 358458 349182 6754 2522 TRANSPORTATION 156068 128786 26540 742 CAPITAL CAMPAIGN 110224 110224 29092283 24834958 3245007 1012318 58316 13074 7937139 4868087 1401484 284089 22740 53542 139667 105739 273778 291785 50296074 23244769 21313962 27051305 14361282 15561724 24914631 22998834 70422999 71228179 1128417 1293631 16510326 16483994 39003 45108 17677746 17822733 X 30187908 31660051 6082567 21745395 16474778 0 52745253 53405446 70422999 71228179 1140427 -480234 0 X X 0 1 X 1 0 X 2076717 2298933 1765982 1858034 4448164 12447830 2076717 2298933 1765982 1858034 4448164 12447830 976311 11471519 973269 816500 698961 494435 456965 3440130 138171 213110 201896 135042 195686 883905 16771865 114482317 0.68400 0.68850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36943684 64490 -72827 1384403 149814 35401130 35644073 164691 2602534 1317739 149875 36943684 33022799 101478 3972935 1309370 143769 35644073 32673365 315834 1420863 1249428 137835 33022799 34702397 287554 -1072896 1088560 155130 32673365 0.39350 0.46660 0.13990 0 0 6077272 6077272 35587097 18701277 16885820 5151517 4398219 753298 3480188 145273 3334915 27051305 ABSOLUTE RETURN FUNDS 22998834 F 22998834 AGENCY FUNDS 45108 45108 X 26467533 -480234 70155 -410079 26877612 149812 3205286 3355098 30232710 25807340 70155 70155 25737185 149812 3205286 3355098 29092283 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 70,155. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,205,286. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 70,155. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,205,286. 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 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE STUDY ABROAD 25550 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 5800 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 2720 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 1118 0 0 0 0 0 0 35188 0 35188 FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 12 25550 CHECK FINANICAL AID BOOK FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 2 5800 CHECK FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC 1 2720 CHECK FINANCIAL AID BOOK FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 1 1118 CHECK FINANCIAL AID BOOK 0 0 0 0 0 0 PART I, LINE 2: ALL EXPENSES REPRESENT FINANCIAL AID FOR STUDENTS TO ATTEND STUDY ABROAD PROGRAMS. GRANTS ARE APPROVED BY A FINANCIAL AID COMMITTEE BASED ON INFORMATION PROVIDED BY THE FAMILIES APPLYING FOR THE GRANTS. AUCTION 703660 372047 331613 61664 74263 703660 372047 331613 61664 74263 135927 195686 1 FINANCIAL AID FOR STUDENT TUITION 183 3150045 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 60 21667 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 104 39867 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 16 22497 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 29 54673 FMV FINANCIAL AID FINANCIAL AID FOR LUNCHROOM 19 15374 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 417333 0 0 0 0 0 25040 0 31586 0 473959 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 177628 0 0 0 0 0 10658 0 21767 0 210053 0 0 0 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 150550 0 0 0 0 0 9033 0 25748 0 185331 0 0 0 VICKI SWARTZ HEAD OF LOWER SCHOOL 181960 0 0 0 0 0 10918 0 9791 0 202669 0 0 0 19950 TUITION REMISSION EMPLOYMENT BENEFIT X 22 1045210 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.