2013-09-04T15:32:57-05:00 2012-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2011-07-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY 5032971894 2013-09-04 1 TODD D MASSINGER P00075883 5032205900 2011 2016-02-24 21:20:13Z LARK PALMA 8825 SW BARNES RD PORTLAND OR 97225 22539970 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 18 435 160 0 0 9441247 3888274 16540830 17464097 545690 616442 256697 346461 26784464 22315274 2282815 2255431 0 0 13638069 14328766 0 0 693580 4264873 4285280 20185757 20869477 6598707 1445797 51208534 51550295 5518802 5559671 45689732 45990624 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 16065580 2255431 17707942 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 16065580 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 20 0 1 435 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 JOHN GILLELAND 10.00 X X 0 0 0 ERIC ROSENFELD 5.00 X X 0 0 0 STEVEN GORDON 5.00 X X 0 0 0 LARK PALMA 60.00 X X 280000 0 28974 HEIDI HALVORSEN BELL 1.00 X 0 0 0 HOPE BOYD 1.00 X 0 0 0 STUART ELLIS 1.00 X X 0 0 0 ALBERT GLOWASKY 1.00 X 0 0 0 ALIX MEIER GOODMAN 1.00 X 0 0 0 CLARE HAMILL 1.00 X 0 0 0 ELIZABETH STEINER HAYWARD 1.00 X 0 0 0 JAMES FURNARY 1.00 X 0 0 0 SUSIE GREENEBAUM 1.00 X 0 0 0 KAYLA REICH 1.00 X 0 0 0 PAUL MONHEIMER 40.00 X 68705 0 0 PETER OLSON 1.00 X 0 0 0 WARREN ROSENFELD 1.00 X 0 0 0 TOM SHIPLEY 1.00 X 0 0 0 PETER STEINBERGER 1.00 X 0 0 0 KAYCEE WIITA 1.00 X 0 0 0 TERRY MURPHY 50.00 X 54450 0 6834 VICKI ROSCOE 50.00 X 122320 0 9155 MICHAEL HEATH 50.00 X 117321 0 21495 THERESA LONG 50.00 X 135769 0 15849 778565 0 82307 4 1 1 0 ALLIED WORKS ARCHITECTURE 1532 SW MORRISON ST 2ND FLOOR PORTLAND OR 97205 ARCHITECTS 154000 REIMERS & JOLIVETTE INC 2344 NW 24TH AVENUE PORTLAND OR 97210 BUILDING CONTRACTORS 130837 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 INVESTMENT ADVISORY SERVICES 106001 3 173385 3714889 487385 3888274 TUITION AND FEES 611600 16586767 16586767 AUXILIARY SERVICES 611710 877330 877330 17464097 616442 616442 213488 173385 110872 102616 102616 123055 113824 9231 9231 OTHER 611710 234614 234614 234614 22315274 17707942 0 719058 2255431 2255431 433520 433520 10338900 7752640 2167102 419158 575167 451839 103427 19901 2233916 1640919 503891 89106 747263 569507 153733 24023 4520 4520 43322 43322 106001 106001 110359 71310 39049 1003185 819505 147614 36066 411204 408802 408 1994 412904 400944 8709 3251 44611 7747 31448 5416 24377 12458 11919 3302 3302 1117853 1085474 23577 8802 129645 28353 101112 180 MISCELLANEOUS 335282 226400 96449 12433 EQUIPMENT RENT & MAINT. 323766 314199 7079 2488 TRANSPORTATION 116675 91213 24882 580 PRINTING & PUBLICATIONS 65733 6149 45106 14478 32541 3156 24649 4736 20869477 16065580 4110317 693580 1612949 992177 854508 2492303 7690328 7727465 136394 149267 88020 85722 305646 164983 34212311 16396626 18501225 17815685 17653874 17561935 4365590 4560758 51208534 51550295 1831366 1969061 3638955 3571492 48481 19118 5518802 5559671 X 19035082 17206167 13350795 14559297 13303855 14225160 45689732 45990624 51208534 51550295 X 1445797 -1144905 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27706353 921305 -542418 763476 106201 27215563 18657541 5907908 3894141 646419 106818 27706353 17266208 167992 2002996 682892 96763 18657541 21882086 504252 -4072336 954242 93552 17266208 0.41100 0.51340 0.07560 0 0 989355 989355 28251728 12174333 16077395 4693541 4126773 566768 277687 95520 182167 17815685 ABSOLUTE RETURN FUNDS 4560758 F 4560758 AGENCY FUNDS 19118 19118 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. 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 386873 173385 213488 110872 386873 173385 213488 110872 110872 102616 1 FINANCIAL AID FOR STUDENT TUITION 155 2100819 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT LAPTOPS 49 24596 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT BOOKS 73 32785 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TRIPS 69 31383 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TUTORING 18248 FMV SCHOLARSHIP TUITION DISCOUNTS 2 47600 FMV TUITION DISCOUNTS 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 1 0 0 0 0 0 0 0 0 LARK PALMA 280000 0 0 0 0 0 19600 0 9374 0 308974 0 0 0 THERESA LONG 135769 0 0 0 0 0 8146 0 7703 0 151618 0 0 0 PART I, LINE 4A SEVERENCE PACKAGE FOR THERESA LONG WAS PAID DURING THE FISCAL YEAR. X 25 472483 MARKET VALUE X PAINTING 1 12000 FMV X MISCELLANEOUS ITEMS 5 2902 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SCHOOL OCCASIONALLY HIRES AUCTION ORGANIZATIONS TO ADVERTISE AND SELL NON-CASH CONTRIBUTIONS. NON REPORTING OF REVENUE: PART I, LINE 33: THE SCHOOL RECEIVES NON-CASH GOODS AND SERVICES THAT ARE SOLD THROUGH EITHER A FUND-RAISING AUCTION OR RUMMAGE SALE. 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,144,905. 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. FORM 990, PART IV, LINE 12A: 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.