2019-05-09T16:05:39-05:00 2018-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2017-07-01 910974344 UNIVERSITY PREPARATORY ACADEMY UNIV 2065252714 8000 25TH AVENUE NE SEATTLE WA 98115 SUSAN LANSVERK ASSIST HEAD FOR FIN & OP 2065252714 2019-05-03 1 SARA ELIZABETH J HYRE P00235495 4254544919 2019-05-03 65.158.230.194 2019-05-03 09:33:01 PD P DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 7E1C1C48B605640F5FBE28779BA9EF8252CA2299 2017 2019-02-21 02:37:17Z MATT LEVINSON 8000 25TH AVENUE NE SEATTLE WA 98115 21775994 0 X WWW.UNIVERSITYPREP.ORG X 1976 WA INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 571 STUDENTS GRADES 6 THRU 12 FOUNDED 1976. 29 26 261 150 0 0 1171555 1828155 18370597 19478452 346134 442882 -6031 -21384 19882255 21728105 2448809 2610215 0 0 11389728 11888480 53491 100809 863106 5216111 4949856 19108139 19549360 774116 2178745 55853202 59931850 15462768 16616481 40390434 43315369 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 16061489 2610215 19478452 INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 571 STUDENTS GRADES 6 THRU 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. 16061489 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 1 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 261 1 0 0 0 0 0 1 1 0 0 0 0 X 29 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 DAVID BEITEL PRESIDENT 5.00 X X 0 0 0 CHERYL SCOTT VICE PRESIDENT 4.00 X X 0 0 0 MARK BRITTON TREASURER 4.00 X X 0 0 0 SUSIE WU SECRETARY 4.00 X X 0 0 0 KATE MARKS PAST PRESIDENT 2.00 X 0 0 0 CATHERINE ALLCHIN TRUSTEE THRU 10/17 2.00 X 0 0 0 ADRIAN BIESECKER TRUSTEE 2.00 X 0 0 0 CHRIS BOWN 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 CHARISSE COWAN-PITRE TRUSTEE 2.00 X 0 0 0 KATIE DAVIS TRUSTEE 2.00 X 0 0 0 HELEN DAY TRUSTEE 2.00 X 0 0 0 LAURA DOMOTO TRUSTEE 2.00 X 0 0 0 MARGIE DUCKSTAD TRUSTEE 2.00 X 0 0 0 RITA EGRARI TRUSTEE 2.00 X 0 0 0 CARL FAUCHER CURRENT FACULTY/TRUSTEE 40.00 X 64943 0 12574 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 MARK HORN TRUSTEE 2.00 X 0 0 0 JEANETTE JAMES TRUSTEE 2.00 X 0 0 0 PATRICIA LANDY TRUSTEE 2.00 X 0 0 0 YAZMIN MEHDI TRUSTEE 2.00 X 0 0 0 SHAHINA PIYARALI TRUSTEE 2.00 X 0 0 0 TORI RAGEN TRUSTEE 2.00 X 0 0 0 ABHI SHETH TRUSTEE 2.00 X 0 0 0 PAULA SIMON TRUSTEE 2.00 X 0 0 0 PATRICIA WASHINGTON TRUSTEE 2.00 X 0 0 0 MATT LEVINSON HEAD OF SCHOOL 60.00 X X 359947 0 25811 SUSAN LANSVERK ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATION 50.00 X 225337 0 22685 KEN JAFFE ASST. HEAD OF SCHOOL 50.00 X 220973 0 22575 RICHARD KASSISSIEH ACADEMIC DEAN 50.00 X 163617 0 18592 MARIANNE PICHA MIDDLE SCHOOL DIRECTOR 50.00 X 155737 0 18243 KELLY HERRINGTON DIRECTOR OF COLLEGE COUNSELING 50.00 X 133156 0 16358 KATHY MITCHELL O'NEAL DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 126306 0 15878 CATHERINE BLUNDELL DIRECTOR OF ADVANCEMENT 50.00 X 110120 0 14619 AMY SPIVEY DIRECTOR OF INFORMATION TECHNOLOGY 50.00 X 107114 0 14451 REBECCA MOE DIRECTOR OF ATHLETICS 50.00 X 105366 0 14730 1772616 0 196516 12 0 1 0 MITHUN INC PIER 56 1201 ALASKAN WAY 200 SEATTLE WA 98101 ARCHITECTURE 455543 LAKESIDE SCHOOL 14050 1ST AVE NE SEATTLE WA 98125 TRANSPORTATION 220985 AL TERRY ARCHITECTURE 4609 S SNOQUALMIE ST SEATTLE WA 98118 ARCHITECTURE 124641 MARTY K INC 720 N 10TH STREET A-334 RENTON WA 98057 JANITORIAL SERVICES 121561 MAIN CONSULTING 6757 48TH AVE SW SEATTLE WA 98136 DEVEL./FUNDRAISING CONSULTING 112493 6 75000 537832 1215323 369811 1828155 TUITION AND FEES 611110 19420497 19420497 APPLICATION FEES 611110 41955 41955 FORFEITED DEPOSITS 611110 16000 16000 19478452 447387 447387 320 4185 -320 -4185 -4505 -4505 22000 537832 43384 -21384 -21384 21728105 19478452 0 421498 2610215 2610215 1404145 742572 600264 61309 8448835 7136678 931467 380690 479268 403835 53098 22335 843788 682783 122166 38839 712444 571551 108817 32076 30893 30893 52952 52952 100809 100809 52330 52330 259884 144793 115091 29768 23955 4414 1399 1175173 1025886 62559 86728 810488 679842 90513 40133 145599 140275 4352 972 292391 226093 57313 8985 104175 88269 10695 5211 1286454 1090036 132070 64348 STUDENT ACTIVITIES 199632 188602 11030 BUS PASSES 146788 146788 DUES 138298 82161 54567 1570 STAFF RECRUITING 132759 24242 105868 2649 92272 52913 35336 4023 19549360 16061489 2624765 863106 10239955 11212015 7925082 9838053 128855 39490 36831 10184 33333 0 270868 372371 39681125 17580392 21949981 22100733 14404340 14848064 684187 1341688 270 0 179500 169252 55853202 59931850 1423025 1401154 6089281 6277807 7452157 8449463 498305 488057 15462768 16616481 X 30004564 32437515 3337462 3309413 7048408 7568441 40390434 43315369 55853202 59931850 X 2178745 756190 -10000 X 0 1 X 1 0 X 1600534 1102772 948701 1161555 1828155 6641717 1600534 1102772 948701 1161555 1828155 6641717 733374 5908343 227685 218107 476470 347583 447387 1717232 13681 2928 16609 980 980 8376538 87778952 0.70530 0.72070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 980. 9840485 573219 661821 221410 207951 10646164 8548357 512563 1150876 173054 198257 9840485 8977369 184655 -259703 196874 157090 8548357 8837935 167282 303950 155677 176121 8977369 7267561 703652 1153864 147555 139587 8837935 0.08130 0.71080 0.20790 0 0 329072 329072 32743949 16122779 16621170 1925207 1457613 467594 4682897 4682897 22100733 DEFERRED POST RETIREMENT BENEFITS 318805 RETIREMENT ANNUITY PAYABLE 169252 488057 19869639 756190 -2610215 -1854025 21723664 52330 -47889 4441 21728105 16944704 57889 57889 16886815 52330 2610215 2662545 19549360 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 CAMPAIGNS FUNDED THE ERICA AND NASON HAMLIN ENDOWED SCHOLARSHIP FUND AND THE 40TH ANNIVERSARY ENDOWED FINANCIAL AID FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID GROUPED WITH REVENUE ON THE FINANCIAL STATEMENTS -2,610,215. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE -43,384. LOSS ON DISPOSAL NETTED AGAINST REVENUE -4,185. LOSS ON STOCK SALE -320. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE 43,384. LOSS ON DISPOSAL NETTED AGAINST REVENUE 4,185. LOSS ON STOCK SALE 320. PLEDGE WRITE-OFF 10,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GROUPED WITH REVENUE ON THE FINANCIAL STATEMENTS 2,610,215. 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. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE STUDENT TRAVEL AND EDUCATION PROGRAMS 4000 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICE STUDENT TRAVEL AND EDUCATION PROGRAMS 2000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE STUDENT TRAVEL AND EDUCATION PROGRAMS 10000 SOUTH ASIA 0 0 PROGRAM SERVICES STUDENT TRAVEL AND EDUCATION PROGRAMS 6000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 631120 0 0 0 0 0 0 653120 0 653120 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. 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 337840 112493 225347 337840 112493 225347 WA #WEAREUPREP 559832 537832 22000 2925 23431 4000 13028 559832 537832 22000 2925 23431 4000 13028 43384 -21384 1 FINANCIAL AID 84 2542515 BOOK TUITION, FEES, TRANSPORTATION AND LUNCH EXCHANGE STUDENTS 3 67700 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 1 1 X X X X X 1 0 0 0 0 0 0 0 0 MATT LEVINSON HEAD OF SCHOOL 306614 0 0 0 53333 0 18900 0 6911 0 385758 0 0 0 SUSAN LANSVERK ASSISTANT HEAD OF SCHOOL FOR FINANCE 225337 0 0 0 0 0 15774 0 6911 0 248022 0 0 0 KEN JAFFE ASST. HEAD OF SCHOOL 220973 0 0 0 0 0 15664 0 6911 0 243548 0 0 0 RICHARD KASSISSIEH ACADEMIC DEAN 163617 0 0 0 0 0 11681 0 6911 0 182209 0 0 0 MARIANNE PICHA MIDDLE SCHOOL DIRECTOR 143237 0 0 0 12500 0 11332 0 6911 0 173980 0 0 0 PART I, LINE 1A MATT LEVINSON HAS A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES AND RECEIPTS ARE PROVIDED. A SOCIAL CLUB MEMBERSHIP WAS ALSO PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 4A MARIANNE PICHA RECEIVED A SEVERANCE PAYMENT OF $12,500 DURING 2017. NA N/A 42700 FINANCIAL AID FINANCIAL AID GIVEN IN THE NORMAL COURSE. X 9 369811 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): REPRESENTS THE NUMBER OF CONTRIBUTORS OF STOCK. FORM 990, PART I, LINE 6; VOLUNTEERS SERVE ON COMMITTEES AND PARENT COUNCIL ACTIVITIES. 27 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. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2016. THE COMPENSATION FOR THE ASSISTANT HEADS OF SCHOOL ARE ESTABLISHED BY THE HEAD OF SCHOOL USING THE SAME PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2018. 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 HIS 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 -10,000.