2015-11-13T15:51:18-06:00 2015-06-30 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2014-07-01 911306592 NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS NORT 2063236137 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 BRIEL SCHMITZ PRESIDENT 2063236137 2015-11-10 1 RAY HOLMDAHL P00120599 2063827777 2015-11-10 2014 2016-04-25 22:37:26Z SIRI AKAL KHALSA EDD 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 1248507 0 X WWW.NWAIS.ORG X 1979 OR NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS MISSION IS, "TO ASSIST SCHOOLS IN FULFILLING THEIR MISSION TO PROVIDE HIGH QUALITY EDUCATION OF CHILDREN BY PROMOTING AND PROTECTING THE INDEPENDENCE OF OUR SCHOOLS, BY REPRESENTING THE INTEREST OF OUR SCHOOLS, AND BY FOSTERING COLLEGIAL RELATIONSHIPS AND ETHICAL LEADERSHIP WITHIN OUR SCHOOLS." A SCHOOL'S GOAL IN JOINING NWAIS IS TO GAIN AND MAINTAIN ACCREDITATION BY NWAIS. 17 17 7 200 0 0 16360 16860 1195460 1231548 1008 67 411 32 1213239 1248507 0 10000 0 0 602975 654302 0 0 0 636355 562681 1239330 1226983 -26091 21524 888652 944175 52286 86285 836366 857890 X TO ASSIST SCHOOLS IN FULFILLING THEIR MISSION TO PROVIDE HIGH QUALITY EDUCATION FOR CHILDREN BY PROMOTING AND PROTECTING THE INDEPENDENCE OF OUR SCHOOLS, BY REPRESENTING THE INTEREST OF OUR SCHOOLS, AND BY FOSTERING COLLEGIAL RELATIONSHIPS AND ETHICAL LEADERSHIP WITHIN OUR SCHOOLS. 0 0 564360 406334 PRESENTATIONS OF WORKSHOPS AND CONFERENCES PROVIDE OUR 110 MEMBER SCHOOLS WITH PROFESSIONAL DEVELOPMENT, EDUCATIONAL AND LEADERSHIP OPPORTUNITIES WHICH ENHANCES AND STRENGTHENS THE INDEPENDENT SCHOOL. 292559 803831 THE RIGOROUS ACCREDITATION STANDARDS AND PROCESS MEMBER SCHOOLS FOLLOW TO BECOME ACCREDITED THROUGH NWAIS LEAD TO STRONGER SCHOOLS WHICH WORK TO IMPROVE THEMSELVES AND THE EDUCATION THEY OFFER. 44765 10000 21383 MEMBERSHIP SERVICES PROVIDED TO MEMBER SCHOOLS TO FURTHER ENHANCE THEIR EDUCATIONAL PROGRAMS AND SUPPORT THEIR ADMINISTRATIVE STRUCTURES WHICH HELPS STRENGTHEN THEIR OVERALL SUSTAINABILITY. 901684 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X JULIE ANN MCGUIRE 2063236137 5001 CALIFORNIA AVE SW NO 112 SEATTLE WA 98136 MICHAEL MURPHY PRESIDENT 6.00 X X 0 0 0 MATT CULBERSON VICE PRESIDENT 2.00 X X 0 0 0 KIRK WHEELER SECRETARY 3.00 X X 0 0 0 JO ANN YOCKEY TREASURER 3.00 X X 0 0 0 PETER BERNER-HAYS DIRECTOR 2.00 X 0 0 0 ROBERT CAMNER DIRECTOR 1.00 X 0 0 0 RONNIE CODRINGTON-CAZEAU DIRECTOR 1.00 X 0 0 0 RUTH GLASS DIRECTOR 1.00 X 0 0 0 SONJA GUSTAFSON DIRECTOR 2.00 X 0 0 0 BLAIR JENKINS DIRECTOR 1.00 X 0 0 0 TED KALMUS DIRECTOR 2.00 X 0 0 0 ROBERT KOGANE DIRECTOR 1.00 X 0 0 0 JULIE LENNOX DIRECTOR 1.00 X 0 0 0 PAUL SCHIFFMAN DIRECTOR 1.00 X 0 0 0 BRIEL SCHMITZ DIRECTOR 3.00 X 0 0 0 JACK SHEA DIRECTOR 1.00 X 0 0 0 CHRISTIAN SULLIVAN DIRECTOR 1.00 X 0 0 0 SIRI AKAL KHALSA EXECUTIVE DIRECTOR 40.00 X 95299 0 10893 MEADE THAYER FORMER EXECUTIVE DIRECTOR 40.00 X 103968 0 10275 199267 0 21168 1 1 0 0 0 16860 16860 MEMBERSHIP DUES 900099 803831 803831 CONFERENCES 900099 406334 406334 MEMBERSHIP SERVICES 900099 21383 21383 1231548 67 67 MISCELLANEOUS 900099 32 32 32 1248507 1231548 0 99 10000 10000 214485 150139 64346 333033 220722 112311 13901 9176 4725 52125 34913 17212 40758 27565 13193 25170 24572 598 18130 990 17140 17255 8036 9219 32569 15167 17402 17624 8812 8812 11811 3937 7874 303158 303158 28814 14407 14407 4371 219 4152 RESOURCE SERVICES 34765 34765 ASSOCIATION GOVERNANCE 25055 25055 BUSINESS TAXES 23852 1193 22659 20107 8858 11249 1226983 901684 325299 0 13331 12875 430453 480370 5854 5141 38750 19546 703895 277652 400264 426243 888652 944175 43891 50520 8395 35765 52286 86285 X 834976 856500 1390 1390 836366 857890 888652 944175 21524 0 X 0 1 X 1 0 X 7872 18455 19118 16360 16860 78665 989614 1095668 1136222 1195460 1231548 5648512 997486 1114123 1155340 1211820 1248408 5727177 0 0 0 5727177 907 501 1312 1008 67 3795 907 501 1312 1008 67 3795 96 64 2216 411 32 2819 998489 1114688 1158868 1213239 1248507 5733791 0.99880 0.99850 0.00070 0.00100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME 2043 2043 2043 2043 524547 142862 381685 179348 134790 44558 426243 1248507 0 1248507 0 1248507 1226983 0 1226983 0 1226983 PART V, LINE 4: NWAIS HAD A SINGLE $2,043 ENDOWMENT FUND ESTABLISHED SEVERAL YEARS AGO. THE ENDOWMENT INCOME WAS RESTRICTED TO CRISIS MANAGEMENT WORKSHOPS DESIGNED TO HELP TEACHERS AND ADMINISTRATORS LEARN HOW TO COPE WITH LOSS AND DISASTER, AND TO BE ABLE TO HELP GUIDE THEIR STUDENTS THROUGH THE COPING PROCESS. DURING THE YEAR ENDED JUNE 30, 2012, THE BOARD OF GOVERNORS OF NWAIS DETERMINED THAT THE INCOME BEING GENERATED BY THE FUND WAS INADEQUATE TO ACCOMPLISH THE FUND'S ORIGINAL PURPOSE. THEREFORE, UPON APPROVAL BY THE BOARD AND PURSUANT TO STATE OF OREGON LAW, THE FUND WAS RECLASSIFIED FROM PERMANENTLY RESTRICTED NET ASSETS INTO TEMPORARILY RESTRICTED NET ASSETS TO BE USED FOR THE SAME PURPOSE AS THE ENDOWMENT INCOME. 1 COLLABORATIVE INNOVATIVE FELLOWSHIP PROGRAM 5 10000 PART I, LINE 2: A BUDGET THAT INCLUDES ANTICIPATED EXPENSES FOR THE PROJECT IS REQUESTED FROM THE AWARD APPLICANT ON THEIR INITIAL APPLICATION. NWAIS STAFF REVIEWS AND THEN APPROVES THE TEAM BUDGET SUBMISSION FOR REASONABLE ESTIMATION OF THE USE OF THE FUNDS. ONCE THE EXPENSES ARE APPROVED BY NWAIS, HALF THE AWARD IS GRANTED TO THE TEAM FOR THEIR PROJECT SUBMITTAL WHILE THE REMAINING AMOUNT GRANTED UPON PROJECT DELIVERY. AS COMPONENT OF THE PROJECT, FELLOWS WILL SHARE THIS EXPERTISE ACROSS THE ASSOCIATION THROUGH A SELF-DESIGNED PRODUCT. THE OUTCOME FROM THE APPROVED BUDGETED EXPENSES IS HOUSED IN A LOCATION THAT IS ACCESSIBLE TO ALL NWAIS MEMBERS. X X X X 0 0 0 0 0 0 0 0 0 MEADE THAYER FORMER EXECUTIVE DIRECTOR 103968 0 0 0 0 0 5198 0 5077 0 114243 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE EDUCATIONAL INSTITUTIONS WHO HAVE BEEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE RESPONSIBILITY OF ELECTING THE OFFICERS OF THE ASSOCIATION AND THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S MEMBERS HAVE THE RESPONSIBILITY TO ESTABLISH AND AMEND THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BUSINESS MANAGER WILL REVIEW THE DRAFT OF THE 990 FROM THE AUDITORS AND WILL APPROVE IT BEFORE IT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE. ONCE THE FINANCE/AUDIT COMMITTEE REVIEWS AND APPROVES IT, IT IS THEN PRESENTED TO THE FULL BOARD FOR THE FINAL REVIEW. THE BOARD REVIEWED 990 IS THEN SUBMITTED TO THE ACCOUNTANTS FOR IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED BY EACH BOARD MEMBER ANNUALLY AS PER NWAIS BYLAWS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR: ANNUALLY, BENCHMARKING AND COMPARATIVE COMPENSATION DATA IS GATHERED NATIONWIDE FROM THE INDEPENDENT SCHOOL ASSOCIATIONS EXECUTIVES AS WELL AS THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND REVIEWED BY THE BOARD CHAIR ALONG WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE AVAILABLE UPON REQUEST. FORM 990, PART I, LINE 6: WE DEFINE VOLUNTEERS AS THOSE INDIVIDUALS WHO SERVE ON OUR BOARD AND BOARD COMMITTEES, PROGRAM PLANNING COMMITTEES, AND ACCREDITATION VISITING TEAMS.