2018-01-29T09:56:53-06:00 2017-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2016-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2018-01-23 1 TODD D MASSINGER P00075883 5032205900 74.95.39.225 2018-01-23 09:48:03 PS P 5FFE34F949FF8EFC38A1505460033CF01B3FFEA2 152771DFACD1F00D834901529B1F8488AF9B8A65 2016 2021-01-29 14:40:06Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 35626698 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. 21 19 450 300 0 0 2298933 1765982 21601961 22671381 1125997 868600 220433 206769 25247324 25512732 3306461 3115254 0 0 17317442 17976842 0 0 934142 5037108 5235996 25661011 26328092 -413687 -815360 64893908 68361132 15279393 16453611 49614515 51907521 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 22546703 3115254 22676254 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 22546703 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 21 0 1 450 1 0 0 0 0 0 1 1 0 0 0 0 X 21 19 0 0 1 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 ALEX HO MEMBER 1.00 X 0 0 0 ANDREW PARK '17 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 ERIC ROSENFELD CHAIR 10.00 X 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 63048 0 17845 JIM SKUTT TREASURER 1.00 X X 0 0 0 JOHN KROGER MEMBER 1.00 X 0 0 0 KATIE WISDON 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 SARAH STASCAUSKY MEMBER 1.00 X 0 0 0 STUART ELLIS SECRETARY 1.00 X X 0 0 0 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 394727 0 50892 TINA LEE LAM MEMBER 1.00 X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 167000 0 28547 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 129567 0 23405 DANIEL GRIFFITHS HEAD OF UPPER SCHOOL 50.00 X 133644 0 8993 JASMINE LOVE DIRECTOR OF INCLUSION AND OUTREACH 50.00 X 113035 0 14705 MIRANDA WELLMAN DIRECTOR OF ADVANCEMENT 50.00 X 146708 0 9893 VICKI SWARTZ HEAD OF LOWER SCHOOL/ASS'T 50.00 X 156140 0 17507 1303869 0 171787 9 0 1 0 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 139056 BERNHARDT GOLF CONSTRUCTION & IRRIGATION 7340 SW MILLER HILL RD BEAVERTON OR 97007 FIELD RENOVATION 105355 2 312121 1453861 189735 1765982 TUITION AND FEES 611600 21343234 21343234 AUXILIARY SERVICES 611710 1200716 1200716 OTHER 611710 127431 127431 22671381 698961 698961 10064317 9894678 169639 169639 169639 340323 312121 138427 201896 201896 85734 80861 4873 4873 25512732 22676254 0 1070496 3115254 3115254 739178 296786 328687 113705 12565395 10945981 1147081 472333 686419 598258 62588 25573 3081350 2677378 239342 164630 904500 764873 99985 39642 47457 47457 53223 53223 143661 143661 137990 18400 118715 875 1228453 1027238 137337 63878 586250 473743 112507 618483 602361 11739 4383 65248 42378 21428 1442 41963 2917 37381 1665 1419249 1382068 27105 10076 167543 19389 148026 128 MISCELLANEOUS 536722 399127 102907 34688 TRANSPORTATION 148143 139893 7378 872 EQUIPMENT RENT & MAINT. 41611 40659 700 252 26328092 22546703 2847247 934142 8103 38507 5213909 6607528 1698768 1446378 6592 34547 138627 138503 470246 295812 44015591 21649744 22767629 22365847 24907340 18182664 9682694 19251346 64893908 68361132 1017186 1233070 14221228 15178244 40979 42297 15279393 16453611 X 17214966 18390993 16179854 17201441 16219695 16315087 49614515 51907521 64893908 68361132 -815360 3108366 0 X X 0 1 X 1 0 X 3356039 2991820 2076717 2298933 1765982 12489491 3356039 2991820 2076717 2298933 1765982 12489491 256291 12233200 665944 907639 973269 816500 698961 4062313 170947 159082 138171 213110 201896 883206 126612 126612 17561622 103731759 0.69660 0.72930 X PART 1, LINE 2 THE SCHOOL BELIEVES ITS PRIMARY SOURCE OF PUBLIC CHARITY CLASSIFICATION DERIVES FROM STATUS AS A SCHOOL UNDER 170(B)(1)(A)(II) RATHER THAN AS A PUBLIC CHARITY UNDER 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33022799 101478 3972935 1309370 143769 35644073 32673365 315834 1420863 1249428 137835 33022799 34702397 287554 -1072896 1088560 155130 32673365 30793666 526332 4488014 970724 134891 34702397 27707722 984461 3101881 877418 122980 30793666 0.39600 0.45770 0.14630 0 0 2777672 2777672 35327864 16855353 18472511 5632368 4663003 969365 277687 131388 146299 22365847 ABSOLUTE RETURN FUNDS 19251346 F 19251346 AGENCY FUNDS 42297 42297 X 25636865 3108366 80861 3189227 22447638 143661 2921433 3065094 25512732 23343859 80861 80861 23262998 143661 2921433 3065094 26328092 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 80,861. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,921,433. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 80,861. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,921,433. 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 12070 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE STUDY ABROAD 2600 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE STUDY ABROAD 23100 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE STUDY ABROAD 18600 0 0 0 0 0 0 56370 0 56370 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 8 12070 CHECK FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 2600 CHECK FINANCIAL AID BOOK FINANCIAL AID SUB-SAHARAN AFRICA 7 18600 CHECK FINANCIAL AID BOOK FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 9 23100 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 652444 312121 340323 53152 85275 652444 312121 340323 53152 85275 138427 201896 1 FINANCIAL AID FOR STUDENT TUITION 178 2853333 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 55 25671 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 107 43914 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 26 57199 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 36 48909 FMV FINANCIAL AID TUITION DISCOUNTS 3 68100 FMV TUITION DISCOUNT FINANCIAL AID FOR LUNCHROOM 22 18128 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 394727 0 0 0 0 0 23684 0 27208 0 445619 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 167000 0 0 0 0 0 10020 0 18527 0 195547 0 0 0 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 129567 0 0 0 0 0 7774 0 15631 0 152972 0 0 0 MIRANDA WELLMAN DIRECTOR OF ADVANCEMENT 146708 0 0 0 0 0 8802 0 1091 0 156601 0 0 0 VICKI SWARTZ HEAD OF LOWER SCHOOL/ASS'T 156140 0 0 0 0 0 9368 0 8139 0 173647 0 0 0 X 26 184934 FAIR MARKET VALUE X 4 3252 FAIR MARKET VALUE X SUPPLIES 8 1549 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 A, LINE 4 THE SCHOOL RESTATED THE BYLAWS TO ADD ADDITIONAL DUTIES TO THE AUDIT COMMITTEE. 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.