2017-01-12T14:00:47-06:00 2016-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2015-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2017-01-09 1 TODD D MASSINGER P00075883 5032205900 2015 2017-02-10 21:41:12Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 28631433 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 19 461 300 0 0 2076717 2298933 20699696 21601961 1396900 1125997 149156 220433 24322469 25247324 2717528 3306461 0 0 16857670 17317442 0 0 823452 5105084 5037108 24680282 25661011 -357813 -413687 63538785 64893908 14043253 15279393 49495532 49614515 X CATLIN GABEL SUPPORTS INSPIRED LEARNING LEADING TO RESPONSIBLE ACTION THROUGH DEDICATED TEACHING, CARING RELATIONSHIPS, A CHALLENGING CURRICULUM, AND COMMUNITY SERVICE. WE VALUE EACH PERSONS EFFORT, IMAGINATION, AND POSITIVE CONTRIBUTIONS TO THE COMMUNITY. WE CELEBRATE BEING INCLUSIVE AND THE PARTNERSHIP BETWEEN FAMILY AND SCHOOL. 0 0 22147258 3306461 21601961 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 22147258 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 461 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 ERIC ROSENFELD CHAIR 10.00 X X 0 0 0 STUART ELLIS SECRETARY 1.00 X X 0 0 0 ELIZABETH STEINER HAYWARD MEMBER 1.00 X 0 0 0 BART EBERWEIN MEMBER 1.00 X 0 0 0 JOHN KROGER MEMBER 1.00 X 0 0 0 TINA LEE LAM MEMBER 1.00 X 0 0 0 PUNIT RENJEN MEMBER 1.00 X 0 0 0 JIM SKUTT TREASURER 1.00 X X 0 0 0 TOM SHIPLEY MEMBER 1.00 X 0 0 0 KAYCEE WIITA MEMBER 1.00 X 0 0 0 GREG DUFAULT MEMBER 1.00 X 0 0 0 OWEN GABBERT MEMBER 1.00 X 0 0 0 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 384333 0 50998 AZIN VAN ALEBEEK MEMBER 1.00 X 0 0 0 CRAIG HARTZMAN MEMBER 1.00 X 0 0 0 DERRICK BUTLER MEMBER 1.00 X 0 0 0 INDIRA NALLAKRISHNAN MEMBER 1.00 X 0 0 0 ISAAC ENLOE MEMBER 1.00 X X 59574 0 13282 ISABEL ROOPER MEMBER 1.00 X 0 0 0 MARK HOLLIDAY MEMBER 1.00 X 0 0 0 SARAH STASCAUSKY MEMBER 1.00 X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 161666 0 27615 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T 50.00 X 151152 0 24279 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 133823 0 25383 DANIEL GRIFFITHS HEAD OF UPPER SCHOOL 50.00 X 130152 0 8752 MIRANDA WELLMAN DIRECTOR OF ADVANCEMENT 50.00 X 140198 0 9458 LINDA POTEET-YOESEL DIRECTOR OF HUMAN RESOURCES 50.00 X 104343 0 20017 1265241 0 179784 7 0 1 0 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 BUILDING CONTRACTORS 152467 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 140678 2 298377 2000556 168380 2298933 TUITION AND FEES 611600 20217497 20217497 AUXILIARY SERVICES 611710 1264897 1264897 OTHER 611710 119567 119567 21601961 816500 816500 3111306 354894 3036259 120444 75047 234450 309497 309497 337917 298377 124807 213110 213110 109922 102599 7323 7323 25247324 21609284 0 1339107 378282 378282 2928179 2928179 712615 282437 319301 110877 12142543 10654732 1085400 402411 666127 586381 58031 21715 2919926 2571764 230922 117240 876231 749309 92682 34240 35177 35177 54440 54440 137835 137835 85729 1885 78799 5045 1215145 1017887 129763 67495 482821 371115 111706 566143 550954 11060 4129 36078 13701 21187 1190 36222 32635 3587 7936 7936 1394596 1358059 26636 9901 149535 20319 129091 125 MISCELLANEOUS 467755 312037 112511 43207 EQUIPMENT RENT & MAINT. 230116 224250 4271 1595 TRANSPORTATION 137580 118031 18854 695 25661011 22147258 2690301 823452 2258949 8103 651490 5213909 3188216 1698768 101019 6592 149753 138627 444295 470246 43132540 20364911 23822757 22767629 23320706 24907340 9601600 9682694 63538785 64893908 873010 1017186 13137289 14221228 32954 40979 14043253 15279393 X 16975391 17214966 16501280 16179854 16018861 16219695 49495532 49614515 63538785 64893908 -413687 532670 0 X X 0 1 X 1 0 X 4183351 3356039 2991820 2076717 2298933 14906860 4183351 3356039 2991820 2076717 2298933 14906860 259366 14647494 652727 665944 907639 973269 816500 4016079 102616 170947 159082 138171 213110 783926 250989 126612 377601 20084466 98736491 0.72930 0.61770 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 32673365 315834 1420863 1249428 137835 33022799 34702397 287554 -1072896 1088560 155130 32673365 30793666 526332 4488014 970724 134891 34702397 27707722 984461 3101881 877418 122980 30793666 27215563 519492 27333 27707722 0.39600 0.49100 0.11300 0 0 2777672 2777672 34795714 15770275 19025439 5281467 4470189 811278 277687 124447 153240 22767629 ABSOLUTE RETURN FUNDS 9682694 F 9682694 AGENCY FUNDS 40979 40979 X 22603798 532670 102599 635269 21968529 137835 3140960 3278795 25247324 22484815 102599 102599 22382216 137835 3140960 3278795 25661011 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 102,599. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,762,678. GRANT TO DOMESTIC ENTITY 378,282. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 102,599. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,762,678. GRANT TO DOMESTIC ENTITY 378,282. 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, PROGRAM SERVICE STUDY ABROAD 4350 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SERVICE STUDY ABROAD 14400 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICE STUDY ABROAD 8700 SUB-SAHARAN AFRICA PROGRAM SERVICE STUDY ABROAD 24373 0 0 0 0 0 0 51823 0 51823 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 3 4350 CHECK FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 5 14400 CHECK FINANCIAL AID BOOK FINANCIAL AID SUB-SAHARAN AFRICA 6 24373 CHECK FINANCIAL AID BOOK FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 8700 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 636294 298377 337917 53998 70809 636294 298377 337917 53998 70809 124807 213110 1 KARUNA EAST PROPERTY LLC 3529 N VANCOUVER STE 210 PORTLAND OR 97227 274951798 145639 CAPITAL GRANT FOR PUBLIC LEARNING SPACE. KARUNA WEST PROPERTY LLC 3529 N VANCOUVER STE 210 PORTLAND OR 97227 472288582 119159 CAPITAL GRANT FOR PUBLIC LEARNING SPACE. DECO DINER LLC 3530 N VANCOUVER STE 210 PORTLAND OR 97227 460655992 113484 CAPITAL GRANT FOR PUBLIC LEARNING SPACE. 3 FINANCIAL AID FOR STUDENT TUITION 178 2691928 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 53 27631 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 102 42496 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 18 45166 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 24 30773 FMV FINANCIAL AID TUITION DISCOUNTS 3 70750 FMV TUITION DISCOUNT FINANCIAL AID FOR LUNCHROOM 22 19435 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 384333 0 0 0 0 0 23060 0 27938 0 435331 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 161666 0 0 0 0 0 9700 0 17915 0 189281 0 0 0 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T 151152 0 0 0 0 0 9069 0 15210 0 175431 0 0 0 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 133823 0 0 0 0 0 8029 0 17354 0 159206 0 0 0 X 225 FAIR MARKET VALUE X 35 162570 FAIR MARKET VALUE X SUPPLIES 14 5585 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 CHANGE THE SCHOOL RELATIONS COMMITTEE TO THE ADVANCEMENT COMMITTEE, AND TO ADD A SUBSECTION WHICH DESCRIBES THE DUTIES OF THE ADVANCEMENT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 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.