2015-01-15T12:05:02-06:00 2014-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2013-09-01 930386804 CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY CHIEF FINANCIAL OFFICER 5032971894 2015-01-12 1 TODD D MASSINGER P00075883 5032205900 2013 2016-02-25 16:41:14Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 30474515 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. 20 18 418 200 0 0 3356039 2991820 18512893 19656472 665944 1352457 311793 168216 22846669 24168965 2346430 2604931 0 0 14961470 16046501 0 0 666586 4468913 4894110 21776813 23545542 1069856 623423 59341012 65756722 10781287 13436045 48559725 52320677 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 18124082 2604931 19665606 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 18124082 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 8 0 1 418 1 0 0 0 0 0 1 1 0 0 0 0 X 20 18 1 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 STEVEN GORDON CHAIR 10.00 X X 0 0 0 ERIC ROSENFELD VICE CHAIR/ TREASURER 5.00 X X 0 0 0 JOHN GILLELAND MEMBER 1.00 X 0 0 0 LARK PALMA HEAD OF SCHOOL 60.00 X X 280000 0 29316 HOPE BOYD 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 MEMBER 1.00 X 0 0 0 WARREN ROSENFELD MEMBER 1.00 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 CHRIS PARK MEMBER 1.00 X 0 0 0 JOHN MAYER FACULTY/STAFF FORUM CHAIR 40.00 X 54584 0 10793 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 0 0 0 TERRY MURPHY CHIEF FINANCIAL OFFICER 50.00 X 126380 0 20595 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T HEAD OF SCHOOL 50.00 X 141647 0 20197 BARBARA OSTOS HEAD OF MIDDLE SCHOOL 50.00 X 123058 0 23117 CHAD FABER PALMA SCHOLARS DIRECTOR 50.00 X 105040 0 13335 DANIEL GRIFFITHS HEAD OF UPPER SCHOOL 50.00 X 116993 0 7952 MIRANDA WELLMAN DIRECTOR OF ADVANCEMENT 50.00 X 113094 0 7734 1060796 0 133039 7 0 1 0 JE JOHN CONSTRUCTION 1701 SE COLUMBIA RIVER DR VANCOUVER WA 98661 BUILDING CONTRACTORS 4395477 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 BUILDING CONTRACTORS 386505 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 127116 ALLIED WORKS ARCHITECTURE 532 SW MORRISON ST PORTLAND OR 97205 CONSULTING 117933 4 253330 2738490 463312 2991820 TUITION AND FEES 611600 18453651 18453651 AUXILIARY SERVICES 611710 1094489 1094489 OTHER 611710 108332 108332 19656472 907639 907639 6551749 6106931 444818 444818 444818 250497 253330 91415 159082 159082 116338 107204 9134 9134 24168965 19665606 0 1511539 2538566 2538566 66365 66365 553677 58205 495472 11255636 8476301 2337877 441458 620835 469947 126038 24850 2802632 2213772 516384 72476 813721 590741 192130 30850 136131 136131 49830 49830 50049 50049 123953 2100 117963 3890 1098032 856199 209807 32026 402674 402195 479 524755 511405 9721 3629 38106 10897 25071 2138 11498 8667 2831 5050 5050 1320283 1285596 25257 9430 135495 19092 116290 113 MISCELLANEOUS 685387 330664 313686 41037 EQUIPMENT RENT & MAINT. 174349 169877 3256 1216 TRANSPORTATION 138518 117110 20766 642 23545542 18124082 4754874 666586 2517817 3414810 222178 2183591 6493293 4703803 182643 155357 164762 156764 341476 355432 40477801 17674978 23062980 22802823 21264129 22596925 5091734 9387217 59341012 65756722 1899436 1084457 8828893 12295692 52958 55896 10781287 13436045 X 17334796 18569308 16019854 18020012 15205075 15731357 48559725 52320677 59341012 65756722 623423 3137529 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30793666 526332 4488014 970724 134891 34702397 27707722 984461 3101881 877418 122980 30793666 27215563 519492 27333 27707722 27706353 921305 -542418 763476 106201 27215563 18657541 5907908 3894141 646419 106818 27706353 0.40620 0.45330 0.14050 0 0 989355 989355 34303919 13669397 20634522 4906840 3895019 1011821 277687 110562 167125 22802823 ABSOLUTE RETURN FUNDS 9387217 F 9387217 AGENCY FUNDS 55896 55896 X 24940304 3137529 107204 3244733 21695571 2473394 2473394 24168965 21179352 107204 107204 21072148 2473394 2473394 23545542 PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS SINCE THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THE SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MANAGEMENT DOES NOT BELIEVE THE SCHOOL HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 107,204. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,473,394. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 107,204. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,473,394. 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 0 0 PROGRAM SERVICE STUDY ABROAD 24640 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE STUDY ABROAD 8400 SOUTH ASIA 0 0 PROGRAM SERVICE STUDY ABROAD 11450 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE STUDY ABROAD 21875 0 0 0 0 0 0 66365 0 66365 FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 11 CHECK 24640 FINANCIAL AID BOOK FINANCIAL AID EAST ASIA AND THE PACIFIC 2 CHECK 8400 FINANCIAL AID BOOK FINANCIAL AID SOUTH ASIA 4 CHECK 11450 FINANCIAL AID BOOK FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 9 CHECK 21875 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 503827 253330 250497 54657 36758 503827 253330 250497 54657 36758 91415 159082 1 FINANCIAL AID FOR STUDENT TUITION 210 2355329 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 50 26280 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 86 35455 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 58 40000 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 24 29802 FMV FINANCIAL AID TUITION DISCOUNTS 2 51700 FMV TUITION DISCOUNT 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 LARK PALMA HEAD OF SCHOOL 280000 0 0 0 0 0 19600 0 9716 0 309316 0 0 0 VICKI ROSCOE HEAD OF LOWER SCHOOL/ASS'T HEAD OF S 141647 0 0 0 0 0 8499 0 11698 0 161844 0 0 0 X 290 FAIR MARKET VALUE X 39 438514 FAIR MARKET VALUE X 9 2786 FAIR MARKET VALUE X SUPPLIES 8 21722 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 2 ERIC ROSENFELD AND WARREN ROSENFELD HAVE A FAMILY RELATIONSHIP. 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 INTEREST OCCURANCES. IN THE EVENT THAT A CONFLICT OF INTEREST EVENT ARISES, 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 COMPABLE INDUSTRY DATA AND REVIEWED BY THE BOARD COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2B: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.