2014-04-04T15:30:02-05:00 2013-08-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-09-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY 5032971894 2014-03-13 1 TODD D MASSINGER P00075883 5032205900 2012 2015-11-30 17:44:51Z TERRY MURPHY 8825 SW BARNES RD PORTLAND OR 97225 23083728 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 18 424 160 0 0 295077 3356039 172449 18512893 36285 665944 13442 311793 517253 22846669 15159 2346430 0 0 1205270 14961470 0 0 605278 725475 4468913 1945904 21776813 -1428651 1069856 54489715 59341012 9441580 10781287 45048135 48559725 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 16963422 2346430 18653739 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 16963422 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 424 1 0 0 0 0 0 1 1 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 10.00 X X 0 0 0 ERIC ROSENFELD 5.00 X X 0 0 0 JOHN GILLELAND 1.00 X 0 0 0 LARK PALMA 60.00 X X 280000 0 28494 HOPE BOYD 1.00 X 0 0 0 STUART ELLIS 1.00 X X 0 0 0 ELIZABETH STEINER HAYWARD 1.00 X 0 0 0 BART EBERWEIN 1.00 X 0 0 0 JOHN KROGER 1.00 X 0 0 0 TINA LEE LAM 1.00 X 0 0 0 PUNIT RENJEN 1.00 X 0 0 0 JIM SKUTT 1.00 X 0 0 0 WARREN ROSENFELD 1.00 X 0 0 0 TOM SHIPLEY 1.00 X 0 0 0 KAYCEE WIITA 1.00 X 0 0 0 GREG DUFAULT 1.00 X 0 0 0 OWEN GABBERT 1.00 X 0 0 0 PAM LLOYD 1.00 X 0 0 0 CHRIS PARK 1.00 X 0 0 0 JOHN MAYER 40.00 X 50058 0 3458 TERRY MURPHY 50.00 X 129000 0 18919 VICKI ROSCOE 50.00 X 137457 0 9451 BARBARA OSTOS 50.00 X 116920 0 20476 CHAD FABER 50.00 X 105172 0 16199 818607 0 96997 5 0 1 0 JE JOHN CONSTRUCTION 1701 SE COLUMBIA RIVER DR VANCOUVER WA 98661 BUILDING CONTRACTORS 230281 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 BUILDING CONTRACTORS 203800 SIEGNER & CO 8824 N LOMBARD ST PORTLAND OR 97203 BUILDING CONTRACTORS 118000 PATHWAY CONSTRUCTION 2444 6TH AVE 302 SEATTLE WA 98121 BUILDING CONTRACTORS 114599 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 110266 5 190643 3165396 3356039 TUITION AND FEES 611600 17550614 17550614 AUXILIARY SERVICES 611710 962279 962279 18512893 665944 665944 276897 190643 105950 170947 170947 145343 131109 14234 14234 OTHER 611710 126612 126612 126612 22846669 18653739 0 836891 2346430 2346430 388450 388450 10632102 8068679 2208859 354564 617678 452979 144636 20063 2564014 2005909 500581 57524 759226 558399 176363 24464 122811 122811 20088 20088 56591 56591 180372 18897 116564 44911 1088582 898258 149107 41217 368147 366788 1359 496542 482246 10410 3886 15554 6366 6690 2498 13269 7554 5715 4159 4159 1086182 1054720 22909 8553 133305 19107 114064 134 MISCELLANEOUS 374801 273299 74832 26670 EQUIPMENT RENT & MAINT. 313932 304961 6532 2439 TRANSPORTATION 100671 98408 1648 615 PRINTING & PUBLICATIONS 61995 2896 52684 6415 31912 921 26740 4251 21776813 16963422 4208113 605278 2868368 2517817 2632605 222178 7727541 6493293 52478 182643 239800 164762 372121 341476 40202777 17139797 17974518 23062980 18038515 21264129 4583769 5091734 54489715 59341012 988432 1899436 8405263 8828893 47885 52958 9441580 10781287 X 16263678 17334796 14559297 16019854 14225160 15205075 45048135 48559725 54489715 59341012 1069856 2441734 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27707722 984461 3101881 877418 122980 30793666 27215563 519492 27333 27707722 27706353 921305 -542418 763476 106201 27215563 18657541 5907908 3894141 646419 106818 27706353 17266208 167992 2002996 682892 96763 18657541 0.40680 0.49380 0.09940 0 0 989355 989355 34553952 13219733 21334219 4381783 3816445 565338 277687 103619 174068 23062980 ABSOLUTE RETURN FUNDS 5091734 F 5091734 AGENCY FUNDS 52958 52958 23189332 2441734 131109 2572843 20616489 2230180 2230180 22846669 19677742 131109 131109 19546633 2230180 2230180 21776813 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 131,109. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,230,180. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 131,109. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,230,180. FORM 990; PART IV; LINE 11F - THE SCHOOL DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 AUCTION 467540 190643 276897 105950 467540 190643 276897 105950 105950 170947 1 FINANCIAL AID FOR STUDENT TUITION 161 2205430 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT LAPTOPS 52 26728 FMV SCHOLARSHIP. FINANCIAL AID FOR STUDENT BOOKS 98 33805 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TRIPS 75 32484 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TUTORING 18 23233 FMV SCHOLARSHIP TUITION DISCOUNTS 1 24750 FMV TUITION DISCOUNT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 280000 0 0 0 0 0 19600 0 8894 0 308494 0 0 0 TOM SHIPLEY BOARD MEMBER 1380 THE SCHOOL PURCHASED T-SHIRTS AND SWEATSHIRTS FROM DENNIS UNIFORMS, WHICH IS A COMPANY OWNED BY MR. SHIPLEY. 0 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 EXECUTIVE DIRECTOR 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 SCHOOL CHANGED ITS FISCAL YEAR END FROM JUNE 30 TO AUGUST 31. THE FINANCIAL STATEMENTS WERE COMPILED FOR THE YEAR ENDED JUNE 30, 2012. THE FINANCIAL STATEMENTS FOR THE FOURTEEN MONTHS ENDED AUGUST 31, 2012 WERE AUDITED.