2016-01-22T08:44:34-06:00 2015-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2014-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2016-01-15 1 TODD D MASSINGER P00075883 5032205900 2014 2016-04-25 22:37:26Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 26170813 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. 17 16 425 300 0 0 2991820 2076717 19656472 20699696 1352457 1396900 168216 149156 24168965 24322469 2604931 2717528 0 0 16046501 16857670 0 0 846063 4894110 5105084 23545542 24680282 623423 -357813 65756722 63538785 13436045 14043253 52320677 49495532 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 21233219 2717528 20710681 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 21233219 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 20 0 1 425 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 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 STEVE GORDON MEMBER 1.00 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 PAM LLOYD MEMBER 1.00 X 0 0 0 JOHN MAYER FACULTY/STAFF FORUM CHAIR 40.00 X 56144 0 10487 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 209667 0 30101 JACOB CASE MEMBER 1.00 X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 159302 0 26878 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T 50.00 X 146137 0 23471 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 130724 0 29947 DANIEL GRIFFITHS HEAD OF UPPER SCHOOL 50.00 X 129771 0 8738 MIRANDA WELLMAN DIRECTOR OF ADVANCEMENT 50.00 X 128268 0 8648 LARK PALMA FORMER HEAD OF SCHOOL 60.00 X 130164 0 15822 1090177 0 154092 7 1 1 0 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 BUILDING CONTRACTORS 595284 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 138212 2 253004 1823713 280908 2076717 TUITION AND FEES 611600 19308105 19308105 AUXILIARY SERVICES 611710 1247783 1247783 OTHER 611710 143808 143808 20699696 973269 973269 2049903 1626272 423631 423631 423631 239209 253004 101038 138171 138171 132019 121034 10985 10985 24322469 20710681 0 1535071 2684553 2684553 32975 32975 665104 266438 298932 99734 11783695 10247496 1057973 478226 665890 578691 60785 26414 2881460 2550167 234429 96864 861521 748926 79570 33025 11146 11146 61752 61752 155130 155130 82992 81585 1407 1216657 1064230 91463 60964 651334 534228 115792 1314 516743 503198 9863 3682 43574 12353 29098 2123 20445 16976 3469 7865 7865 1373765 1337770 26240 9755 140880 19727 121026 127 MISCELLANEOUS 477707 338836 111928 26943 EQUIPMENT RENT & MAINT. 184091 179327 3469 1295 TRANSPORTATION 161003 126439 33843 721 24680282 21233219 2601000 846063 3414810 2258949 2183591 651490 4703803 3188216 155357 101019 156764 149753 355432 444295 42871499 19048742 22802823 23822757 22596925 23320706 9387217 9601600 65756722 63538785 1084457 873010 12295692 13137289 55896 32954 13436045 14043253 X 18569308 16975391 18020012 16501280 15731357 16018861 52320677 49495532 65756722 63538785 -357813 -2467332 0 X X 0 1 X 1 0 X 9441247 4183351 3356039 2991820 2076717 22049174 9441247 4183351 3356039 2991820 2076717 22049174 5381982 16667192 545690 652727 665944 907639 973269 3745269 107625 102616 170947 159082 138171 678441 134061 250989 126612 511662 26984546 93725933 0.61770 0.61070 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 34702397 287554 -1072896 1088560 155130 32673365 30793666 526332 4488014 970724 134891 34702397 27707722 984461 3101881 877418 122980 30793666 27215563 519492 27333 27707722 27706353 921305 -542418 763476 106201 27215563 0.39900 0.49000 0.11100 0 0 2832662 2832662 34572044 14759609 19812435 5189106 4171629 1017477 277687 117504 160183 23822757 ABSOLUTE RETURN FUNDS 9601600 F 9601600 AGENCY FUNDS 32954 32954 X 19241332 -2467332 121034 -2346298 21587630 155130 2579709 2734839 24322469 22066477 121034 121034 21945443 155130 2579709 2734839 24680282 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 121,034. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,579,709. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 121,034. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,579,709. 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 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICE STUDY ABROAD 1500 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE STUDY ABROAD 12125 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE STUDY ABROAD 10350 SOUTH AMERICA - ARGENTINA, BRAZIL, CHILE, COLUMBIA, PERU 0 0 PROGRAM SERVICE STUDY ABROAD 9000 0 0 0 0 0 0 32975 0 32975 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 CHECK 1500 FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 7 CHECK 12125 FINANCIAL AID BOOK FINANCIAL AID SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 4 CHECK 9000 FINANCIAL AID BOOK FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 CHECK 10350 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 492213 253004 239209 57293 43745 492213 253004 239209 57293 43745 101038 138171 1 FINANCIAL AID FOR STUDENT TUITION 206 2519745 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 50 33421 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 93 39919 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 65 18855 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 25 31971 FMV FINANCIAL AID TUITION DISCOUNTS 1 26990 FMV TUITION DISCOUNT FINANCIAL AID FOR LUNCHROOM 18 13652 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 209667 0 0 0 0 0 12580 0 17521 0 239768 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 159302 0 0 0 0 0 9558 0 17320 0 186180 0 0 0 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T 146137 0 0 0 0 0 8768 0 14703 0 169608 0 0 0 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 130724 0 0 0 0 0 7843 0 22104 0 160671 0 0 0 LARK PALMA FORMER HEAD OF SCHOOL 130164 0 0 0 0 0 7810 0 8012 0 145986 0 0 0 X 1 1 FAIR MARKET VALUE X 1 FAIR MARKET VALUE X 35 246314 FAIR MARKET VALUE X 7 10555 FAIR MARKET VALUE X SUPPLIES 18 24037 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 ADDED A DESCRIPTION OF THE AUDIT COMMITTEE AND INCLUSIVITY AND DIVERSITY COMMITTEE DUTIES TO THE BYLAWS, ALONG WITH A DESCRIPTION OF THE ELCTION PROCESS FOR TRUSTEE COMMITTEE MEMBERS. 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.