2019-01-11T09:01:14-06:00 2018-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2017-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2019-01-09 1 TODD D MASSINGER P00075883 5032205900 74.95.39.225 2019-01-09 12:19:12 PS P 38394037CB5BCCEF5D1D07736D279F71EF8AF20E 76E610E35C372A61DBF352CE270A820F287984D1 2017 2019-02-21 02:37:17Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 38846229 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. 22 20 450 300 0 0 1765982 1858034 22671381 23857583 868600 570723 206769 136406 25512732 26422746 3115254 3262601 0 0 17976842 18803144 0 0 988628 5235996 5562310 26328092 27628055 -815360 -1205309 68361132 70422999 16453611 17677746 51907521 52745253 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 23583178 3262601 23858947 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 23583178 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 450 1 0 0 0 0 0 1 1 0 0 0 0 X 22 20 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 407301 0 50322 ERIC ROSENFELD CHAIR 10.00 X X 0 0 0 ALEX HO 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 BART EBERWEIN VICE-CHAIR 1.00 X X 0 0 0 DERRICK BUTLER MEMBER 1.00 X 0 0 0 ELIZABETH STEINER HAYWARD MEMBER 1.00 X 0 0 0 GREG DUFAULT MEMBER 1.00 X 0 0 0 INDIRA NALLAKRISHNAN MEMBER 1.00 X 0 0 0 ISAAC ENLOE MEMBER 1.00 X 69668 0 19062 JIM SKUTT TREASURER 1.00 X X 0 0 0 JOHN KROGER MEMBER 1.00 X 0 0 0 KATIE WISDOM WEINSTEIN '86 MEMBER 1.00 X 0 0 0 MARK HOLLIDAY MEMBER 1.00 X 0 0 0 NKENGE HARMON JOHNSON '93 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 JUMA SEI '18 MEMBER 1.00 X 0 0 0 STUART ELLIS SECRETARY 1.00 X X 0 0 0 TINA LEE LAM MEMBER 1.00 X 0 0 0 LISA ERICKSEN MEMBER 1.00 X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 172341 0 28318 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 140589 0 31060 SARA NORDHOFF DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 112318 0 8495 JASMINE LOVE DIRECTOR OF INCLUSION AND 50.00 X 120215 0 15239 ALINE GARCIA RUBIO HEAD OF UPPER SCHOOL 50.00 X 113816 0 15034 VICKI SWARTZ HEAD OF LOWER SCHOOL/ASS'T 50.00 X 161133 0 17913 1297381 0 185443 10 0 1 0 BERNHARDT GOLF CONSTRUCTION & IRRIGATION 7340 SW MILLER HILL RD BEAVERTON OR 97007 FIELD RENOVATION 338650 REIMERS & JOLIVETTE 2344 NW 24TH AVE PORTLAND OR 97210 REPAIRS AND REMODELS 151242 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 145324 3 346789 1511245 148333 1858034 TUITION AND FEES 611600 22398200 22398200 AUXILIARY SERVICES 611710 1393050 1393050 OTHER 611710 66333 66333 23857583 494435 494435 12297919 6001 12222252 5380 75667 621 76288 76288 261872 346789 126830 135042 135042 70385 69021 1364 1364 26422746 23858947 0 705765 3262601 3262601 773901 319638 337694 116569 13185244 11457613 1286503 441128 718457 624880 69468 24109 3194393 2770056 261078 163259 931149 788115 106110 36924 30227 30227 54677 54677 149869 149869 395598 289350 104467 1781 1290462 1097050 141639 51773 488034 381845 106189 592286 576725 11331 4230 76877 52348 23000 1529 32556 2414 26831 3311 1430319 1393054 27319 9946 213450 24963 188351 136 MISCELLANEOUS 456595 317996 99823 38776 TRANSPORTATION 190125 158671 30489 965 CAPITAL CAMPAIGN 93750 93750 EQUIPMENT RENT & MAINT. 67485 65859 1184 442 27628055 23583178 3056249 988628 38507 58316 6607528 7937139 1446378 1401484 34547 22740 138503 139667 295812 273778 43414685 22100723 22365847 21313962 18182664 14361282 19251346 24914631 68361132 70422999 1233070 1128417 15178244 16510326 42297 39003 16453611 17677746 X 18390993 30187908 17201441 6082567 16315087 16474778 51907521 52745253 68361132 70422999 -1205309 2043041 0 X X 0 1 X 1 0 X 2991820 2076717 2298933 1765982 1858034 10991486 2991820 2076717 2298933 1765982 1858034 10991486 162399 10829087 907639 973269 816500 698961 494435 3890804 159082 138171 213110 201896 135042 847301 15729591 109001491 0.68850 0.69660 X 35644073 164691 2602534 1317739 149875 36943684 33022799 101478 3972935 1309370 143769 35644073 32673365 315834 1420863 1249428 137835 33022799 34702397 287554 -1072896 1088560 155130 32673365 30793666 526332 4488014 970724 134891 34702397 0.39410 0.44590 0.16000 0 0 2777672 2777672 35135999 17642481 17493518 5223326 4319911 903415 277688 138331 139357 21313962 ABSOLUTE RETURN FUNDS 24914631 F 24914631 AGENCY FUNDS 39003 39003 X 25246156 2043041 69021 2112062 23134094 149869 3138783 3288652 26422746 24408424 69021 69021 24339403 149869 3138783 3288652 27628055 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 69,021. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,138,783. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 69,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,138,783. 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 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICE STUDY ABROAD 9425 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE STUDY ABROAD 14100 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE STUDY ABROAD 3800 SOUTH ASIA 0 0 PROGRAM SERVICE STUDY ABROAD 11275 0 0 0 0 0 0 38600 0 38600 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 4 9425 CHECK FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 5 14100 CHECK FINANCIAL AID BOOK FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 2 3800 CHECK FINANCIAL AID BOOK FINANCIAL AID SOUTH ASIA 4 11275 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 608661 346789 261872 59361 67469 608661 346789 261872 59361 67469 126830 135042 1 FINANCIAL AID FOR STUDENT TUITION 179 3046692 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 61 24545 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 105 43799 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 15 38730 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 32 60544 FMV FINANCIAL AID TUITION DISCOUNTS 1 31300 FMV TUITION DISCOUNT FINANCIAL AID FOR LUNCHROOM 22 16991 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 407301 0 0 0 0 0 24438 0 25884 0 457623 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 172341 0 0 0 0 0 10340 0 17978 0 200659 0 0 0 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 140589 0 0 0 0 0 8435 0 22625 0 171649 0 0 0 VICKI SWARTZ HEAD OF LOWER SCHOOL/ASS'T 161133 0 0 0 0 0 9668 0 8245 0 179046 0 0 0 X 162 FAIR MARKET VALUE X 10 148171 FAIR MARKET VALUE 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.