2019-11-11T17:57:50-06:00 2019-06-30 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2018-07-01 911306592 NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS NORT 2063236137 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 MIKE MCGILL TREASURER 2063236137 2019-11-08 1 RAY HOLMDAHL P00120599 2063827777 2019-11-09 38.100.226.178 2019-11-08 16:32:33 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 33872C531EF8FE425F51E58E6698AF6B558D74E8 2018 2020-04-17 16:48:07Z MARK CROTTY 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 1687909 0 X WWW.NWAIS.ORG X 1979 OR NWAIS SHAPES THE FUTURE OF EDUCATION BY FOSTERING TRANSFORMATIVE SCHOOL LEADERSHIP AND ADVANCING, ENERGIZING AND SUSTAINING REGIONAL INDEPENDENT SCHOOLS. A SCHOOL'S GOAL IN JOINING NWAIS IS TO GAIN AND MAINTAIN ACCREDITATION BY NWAIS. THE MISSION OF NWAIS IS TO PROMOTE THE ONGOING IMPROVEMENT OF ITS MEMBER SCHOOLS AND ADVANCES INDEPENDENT SCHOOL EDUCATION BY; SUPPORTING SCHOOLS IN ACHIEVING THEIR MISSIONS, CULTIVATING EXCELLENCE IN SCHOOL LEADERSHIP, FURTHERING DIVERSITY, EQUITY, AND INCLUSION, ENCOURAGING FREE AND OPEN INQUIRY, FOSTERING COLLEGIAL AND COLLABORATIVE RELATIONSHIPS, AND CHAMPIONING OUR PUBLIC PURPOSE. 17 17 7 200 0 0 19800 86195 1475451 1589297 9327 12417 0 0 1504578 1687909 10000 33917 0 0 710648 801957 0 0 0 713223 791991 1433871 1627865 70707 60044 1264629 1366321 66287 94311 1198342 1272010 X OUR VISION: NWAIS SHAPES THE FUTURE OF EDUCATION BY FOSTERING TRANSFORMATIVE SCHOOL LEADERSHIP AND ADVANCING, ENERGIZING AND SUSTAINING REGIONAL INDEPENDENT SCHOOLS. OUR MISSION: NWAIS PROMOTES THE ONGOING IMPROVEMENT OF ITS MEMBER SCHOOLS AND ADVANCES INDEPENDENT SCHOOL EDUCATION BY; SUPPORTING SCHOOLS IN ACHIEVING THEIR MISSIONS, CULTIVATING EXCELLENCE IN SCHOOL LEADERSHIP, FURTHERING DIVERSITY, EQUITY, AND INCLUSION, ENCOURAGING FREE AND OPEN INQUIRY, FOSTERING COLLEGIAL AND COLLABORATIVE RELATIONSHIPS, AND CHAMPIONING OUR PUBLIC PURPOSE. 0 0 785956 23917 603031 PRESENTATIONS OF WORKSHOPS AND CONFERENCES PROVIDE OUR 110 MEMBER SCHOOLS WITH PROFESSIONAL DEVELOPMENT, EDUCATIONAL AND LEADERSHIP OPPORTUNITIES WHICH ENHANCES AND STRENGTHENS THE INDEPENDENT SCHOOL. 349705 965801 THE RIGOROUS ACCREDITATION STANDARDS AND PROCESS MEMBER SCHOOLS FOLLOW TO BECOME ACCREDITED THROUGH NWAIS LEAD TO STRONGER SCHOOLS WHICH WORK TO IMPROVE THEMSELVES AND THE EDUCATION THEY OFFER. 55200 10000 20465 MEMBERSHIP SERVICES PROVIDED TO MEMBER SCHOOLS TO FURTHER ENHANCE THEIR EDUCATIONAL PROGRAMS AND SUPPORT THEIR ADMINISTRATIVE STRUCTURES WHICH HELPS STRENGTHEN THEIR OVERALL SUSTAINABILITY. 1190861 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X JULIE ANN MCGUIRE 2063236137 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 RONNIE CODRINGTON-CAZEAU PRESIDENT 8.00 X X 0 0 0 TIM BAZEMORE VICE PRESIDENT 2.00 X X 0 0 0 PATTI HEARN SECRETARY 4.00 X X 0 0 0 MIKE MCGILL TREASURER 4.00 X X 0 0 0 PERCY ABRAM DIRECTOR 1.00 X 0 0 0 JULIE AMBERG DIRECTOR 1.00 X 0 0 0 JOAN BEAUREGARD DIRECTOR 1.00 X 0 0 0 GRANT BECKWITH DIRECTOR 1.00 X 0 0 0 PETER BERNER-HAYS DIRECTOR 1.00 X 0 0 0 JEREMY GREGERSON DIRECTOR 1.00 X 0 0 0 TRISH KING DIRECTOR 1.00 X 0 0 0 JULIE LENNOX DIRECTOR 1.00 X 0 0 0 RUSSELL SMITH DIRECTOR 1.00 X 0 0 0 LIZ SWIFT DIRECTOR 1.00 X 0 0 0 CHRIS WATSON DIRECTOR 1.00 X 0 0 0 ALAN BRAUN DIRECTOR 1.00 X 0 0 0 MATT HORVAT DIRECTOR 1.00 X 0 0 0 SIRI AKAL KHALSA EXECUTIVE DIRECTOR 40.00 X 225608 0 27146 225608 0 27146 1 0 1 0 0 86195 86195 MEMBERSHIP DUES 900099 965801 965801 CONFERENCES 900099 603031 603031 MEMBERSHIP SERVICES 900099 20465 20465 1589297 12417 12417 1687909 1589297 0 12417 33917 33917 296394 192656 103738 354460 249246 105214 18263 12830 5433 86765 59525 27240 46075 31347 14728 10000 10000 73377 8492 64885 25400 13038 12362 47785 30208 17577 18450 9225 9225 18477 7411 11066 460944 460944 44536 22268 22268 4368 218 4150 ASSOCIATION GOVERNANCE 33852 33852 BUSINESS TAXES 32398 1620 30778 MISCELLANEOUS EXPENSES 13927 5587 8340 RESOURCE SERVICES 8477 8477 1627865 1190861 437004 0 64222 34963 464246 608189 7577 18203 44232 28782 794585 415169 412768 379416 271584 296768 1264629 1366321 43616 49073 22671 45238 66287 94311 X 1198342 1224177 47833 1198342 1272010 1264629 1366321 60044 13624 0 X 0 1 X 1 0 X 16860 19320 19710 19800 86195 161885 1231548 1353645 1461383 1475451 1589297 7111324 1248408 1372965 1481093 1495251 1675492 7273209 0 157901 154223 158915 172962 158858 802859 157901 154223 158915 172962 158858 802859 6470350 67 1958 6533 9327 12417 30302 67 1958 6533 9327 12417 30302 32 32 1248507 1374923 1487626 1504578 1687909 7303543 0.88590 0.88320 0.00410 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 71750 0 23917 0 47833 0 1 1 531617 197749 333868 262968 217420 45548 379416 1701533 13624 13624 1687909 0 1687909 1627865 0 1627865 0 1627865 1 COLLABORATIVE INNOVATIVE FELLOWSHIP PROGRAM 5 10000 EE FORD LEADERSHIP PROGRAM 40 23917 PART I, LINE 2: A BUDGET THAT INCLUDES ANTICIPATED EXPENSES FOR THE PROJECT IS REQUESTED FROM THE AWARD APPLICANT ON THEIR INITIAL APPLICATION. NWAIS STAFF REVIEWS AND THEN APPROVES THE TEAM BUDGET SUBMISSION FOR REASONABLE ESTIMATION OF THE USE OF THE FUNDS. ONCE THE EXPENSES ARE APPROVED BY NWAIS, HALF THE AWARD IS GRANTED TO THE TEAM FOR THEIR PROJECT SUBMITTAL WHILE THE REMAINING AMOUNT GRANTED UPON PROJECT DELIVERY. AS COMPONENT OF THE PROJECT, FELLOWS WILL SHARE THIS EXPERTISE ACROSS THE ASSOCIATION THROUGH A SELF-DESIGNED PRODUCT. THE OUTCOME FROM THE APPROVED BUDGETED EXPENSES IS HOUSED IN A LOCATION THAT IS ACCESSIBLE TO ALL NWAIS MEMBERS. X X X X 0 0 0 0 0 0 0 0 0 SIRI AKAL KHALSA EXECUTIVE DIRECTOR 225608 0 0 0 0 0 11280 0 15866 0 252754 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE EDUCATIONAL INSTITUTIONS WHO HAVE BEEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE RESPONSIBILITY OF ELECTING THE OFFICERS OF THE ASSOCIATION AND THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S MEMBERS HAVE THE RESPONSIBILITY TO ESTABLISH AND AMEND THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BUSINESS MANAGER WILL REVIEW THE DRAFT OF THE 990 FROM THE ACCOUNTANTS AND WILL APPROVE IT BEFORE IT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE. ONCE THE FINANCE/AUDIT COMMITTEE REVIEWS AND APPROVES IT, IT IS THEN PRESENTED TO THE FULL BOARD FOR THE FINAL REVIEW. THE BOARD REVIEWED 990 IS THEN SUBMITTED TO THE ACCOUNTANTS FOR IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED BY EACH BOARD MEMBER ANNUALLY AS PER BYLAWS. FORM 990, PART VI, SECTION B, LINE 15A KEY EMPLOYEE - EXECUTIVE DIRECTOR: BENCHMARKING AND COMPARATIVE COMPENSATION DATA IS GATHERED NATIONWIDE FROM THE INDEPENDENT SCHOOL ASSOCIATIONS EXECUTIVES AS WELL AS THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND REVIEWED BY THE BOARD CHAIR ALONG WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE AVAILABLE UPON REQUEST. FORM 990, PART I, LINE 6: WE DEFINE VOLUNTEERS AS THOSE INDIVIDUALS WHO SERVE ON OUR BOARD AND BOARD COMMITTEES, PROGRAM PLANNING COMMITTEES, AND ACCREDITATION VISITING TEAMS.