2013-11-08T20:13:43-06:00 2013-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-07-01 910564971 LAKESIDE SCHOOL LAKE 2063683610 14050 1ST AVE NE SEATTLE WA 98125 BIRAGE TANDON 2063683610 2013-11-08 1 SARA ELIZABETH J HYRE P00235495 4254544919 2013-11-08 2012 2016-02-24 21:20:13Z BERNIE NOE 14050 1ST AVE NE SEATTLE WA 98125 66877948 0 X WWW.LAKESIDESCHOOL.ORG X 1923 WA TO EDUCATE STUDENTS IN GRADES 5-12. 25 25 492 1350 0 0 7824610 18250296 22981600 24117111 8221854 954919 135029 139997 39163093 43462323 4913139 5498181 0 0 19924422 20790086 0 0 799646 8930696 9768672 33768257 36056939 5394836 7405384 248467801 272213177 6466653 8439241 242001148 263773936 X THE MISSION OF LAKESIDE SCHOOL IS TO DEVELOP IN INTELLECTUALLY CAPABLE YOUNG PEOPLE THE CREATIVE MINDS, HEALTHY BODIES, AND ETHICAL SPIRITS NEEDED TO CONTRIBUTE WISDOM, COMPASSION, AND LEADERSHIP TO A GLOBAL SOCIETY. WE PROVIDE A RIGOROUS, DYNAMIC ACADEMIC PROGRAM THROUGH WHICH EFFECTIVE EDUCATORS LEAD STUDENTS TO TAKE RESPONSIBILITY FOR LEARNING. WE ARE COMMITTED TO SUSTAINING A SCHOOL IN WHICH INDIVIDUALS REPRESENTING DIVERSE CULTURES AND EXPERIENCES INSTRUCT ONE ANOTHER IN THE MEANING AND VALUE OF COMMUNITY AND IN THE JOY AND IMPORTANCE OF LIFELONG LEARNING.MISSION FOCUS: LAKESIDE SCHOOL FOSTERS THE DEVELOPMENT OF CITIZENS CAPABLE OF AND COMMITTED TO INTERACTING COMPASSIONATELY, ETHICALLY, AND SUCCESSFULLY WITH DIVERSE PEOPLES AND CULTURES TO CREATE A MORE HUMANE, SUSTAINABLE GLOBAL SOCIETY. THIS FOCUS TRANSFORMS OUR LEARNING AND OUR WORK TOGETHER. 0 0 27338467 5498181 22510498 LAKESIDE SCHOOL CONTINUES ITS FOCUS ON CORE ELEMENTS OF ITS MISSION: ACADEMIC EXCELLENCE, DIVERSITY, AND GLOBAL EDUCATION. THE MAJOR ONGOING PROGRAMS AT THE SCHOOL THIS YEAR INCLUDED THE FOLLOWING:- COLLABORATION AMONG TEACHING TEAMS AND EXTENSIVE OPPORTUNITIES FOR FACULTY PROFESSIONAL DEVELOPMENT TO ENHANCE THE CLASSROOM EXPERIENCE FOR EVERY STUDENT. - UNDERTAKING A MAJOR REVIEW OF THE CURRICULUM IN MIDDLE AND UPPER SCHOOLS. THIS IS A THREE YEAR INITIATIVE IN WHICH TEACHERS AND DEPARTMENT HEADS WILL WORK WITH ADMINISTRATORS, PARENTS AND GUARDIANS, AND STUDENTS TO REVIEW WHAT WE ARE TEACHING AND WHY. WITH OVERSIGHT FROM SCHOOL LEADERSHIP, INCLUDING THE BOARD OF TRUSTEES, DEPARTMENTS WILL MAKE CHANGES TO THE CURRICULUM WE DEEM NECESSARY TO CONTINUE TO OFFER OUR STUDENTS A LEADING EDGE EDUCATION FOR THE 21ST CENTURY. - BRINGING MORE ONLINE RESOURCES INTO THE CLASSROOM AND CONTINUING THE FOCUS ON FLIPPED CLASSES.- WORK ON NEW ATHLETIC CENTER BUILDING PROJECT STARTED. PLANNING AND DESIGN, ENTITLEMENT/PERMITTING AND FUNDRAISING IS COMPLETED. CONSTRUCTION IS IN PROCESS. - A RICH ARRAY OF SUMMER ACADEMIC COURSES AND ATHLETIC CAMPS AS WELL AS THE LAKESIDE EXPERIENTIAL EDUCATIONAL PROGRAM (LEEP) SERVING INCOMING 9TH GRADERS IN THE SEATTLE PUBLIC SCHOOLS PROVIDES GREATER ACCESS TO LAKESIDE'S CAMPUS AND OPPORTUNITIES.- SEEKING TO IMPROVE THE DIVERSITY OF ITS STUDENT BODY AND EMPLOYEES, LAKESIDE NOW HAS 29% OF STUDENTS ON AID, 51% STUDENTS OF COLOR AND 20% EMPLOYEES OF COLOR; OUR LONG-TERM GOAL IS TO RAISE THESE PERCENTAGES EVEN MORE. 1868599 0 1606615 AUXILIARY ENTERPRISES - LAKESIDE'S FOOD SERVICE FOCUSES ON SERVING STUDENTS AND STAFF HEALTHY FOOD AND BEVERAGE OPTIONS FOR BREAKFAST, LUNCH, AND SNACKS.ETHNICALLY DIVERSE FOOD CHOICES ARE OFTEN OFFERED AT LUNCH TO SUPPORT THE GLOBAL INITIATIVE.LAKESIDE BOOK STORES PROVIDE THE TOOLS FOR LEARNING: LAPTOP COMPUTERS FOR GRADES 7-12, AND FOR ALL STUDENTS AND TEACHERS TEXTBOOKS (NEW AND USED) AND SUPPLIES TO USE IN CLASSWORK AND PROJECTS. 1492985 0 0 OTHER - DEPRECIATION EXPENSE INCURRED RELATING TO PROGRAM ACTIVITIES. 30700051 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 1 1 0 0 0 1 X 92 0 1 492 1 1 0 1 BE BR CA JA PL UK 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X BIRAGE TANDON 2063683610 14050 1ST AVE NE SEATTLE WA 98125 CONNIE BALMER 2.00 X X 0 0 0 PETER POLSON 12.00 X X 0 0 0 JILL RUCKELSHAUS 3.00 X X 0 0 0 THEILINE WYCKOFF CRAMER 5.00 X X 0 0 0 MARK KLEBANOFF 3.00 X X 0 0 0 ROBERT HELSELL 2.00 X 0 0 0 CHRISTOPHER H ACKERLEY 2.00 X 0 0 0 RODNEY A BENCH 2.00 X 0 0 0 SAMIR BODAS 2.00 X 0 0 0 MARGARET BREEN 2.00 X 0 0 0 KELLI CURTIS 40.00 X 0 0 0 ARTEMIOS PANOS 2.00 X 0 0 0 CAREY CRUTCHER SMITH 2.00 X 0 0 0 CHRISTOPHER ELIAS 2.00 X 0 0 0 CHRISTIAN FULGHUM 2.00 X 0 0 0 LYNN HOGAN 2.00 X 0 0 0 NATASHA SMITH JONES 2.00 X 0 0 0 HENRY L KOTKINS 2.00 X 0 0 0 CONNIE MAO 2.00 X 0 0 0 ELIZABETH ANDERSON RUNDE 2.00 X 0 0 0 CHARLES STEVENS 2.00 X 0 0 0 STEPHEN V SUNDBORG SJ 2.00 X 0 0 0 EDWARD TAYLOR 2.00 X 0 0 0 BERTRAND VALDMAN 0.00 X 0 0 0 DAVID W WILEY 2.00 X 0 0 0 BERNIE NOE 70.00 X 417090 0 99450 SYLVIA PAUTLER 60.00 X 197887 0 22305 BIRAGE TANDON 60.00 X 62639 0 9345 NATHANIEL HEALY 60.00 X 244204 0 56268 ANNE STAVNEY 60.00 X 185575 0 21443 DAIGA GALINS 50.00 X 172095 0 23150 THOMAS RONA 40.00 X 148272 0 20585 CHARLENE AGUILAR 40.00 X 140964 0 18320 ELAINE CHRISTENSEN 40.00 X 144909 0 56116 ABRAM WEHMILLER 40.00 X 126767 0 9867 BOOTH KYLE 40.00 X 126764 0 32695 1967166 0 369544 22 0 1 0 LMN ARCHITECTS 801 2ND AVE SUITE 501 SEATTLE WA 98104 ARCHITECT 1052943 LEASE CRUTCHER LEWIS 107 SPRING STREET SEATTLE WA 98104 CONSTRUCTION 949903 NORTHWEST SECURITY SERVICES INC 14824 WESTMINISTER WAY N SEATTLE WA 98133 SECURITY 243414 SENECA REAL ESTATE GROUP INC 1191 SECOND AVE SUITE 1500 SEATTLE WA 98101 PROGECT MANAGEMENT 190834 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 188898 9 18250296 188501 18250296 TUITION FEES 611600 22510496 22510496 AUXILIARY SERVICES 611710 1606615 1606615 24117111 2796232 2796232 139898 0 139898 139898 139898 21574312 19226301 4189324 2348011 -4189324 -1841313 -1841313 OTHER INCOME 900099 99 99 99 43462323 24117111 0 1094916 5497799 5497799 382 382 2405620 1517389 564573 323658 13824681 11651308 1985962 187411 976485 796208 146597 33680 2400259 1984636 357620 58003 1183041 949608 201017 32416 156165 1387 154778 86512 86512 1860568 1786145 55817 18606 335669 171243 164289 137 37511 20192 17319 2396404 2144270 182119 70015 234362 199741 34621 1781482 1582992 159739 38751 444851 367885 75127 1839 149843 146115 3438 290 1555193 1492985 46656 15552 247624 238579 6784 2261 482488 151187 314274 17027 36056939 30700051 4557242 799646 4913994 12717939 16308815 8963180 8590529 17661395 352034 269331 360 247952 265914 610220 768810 64974071 19460092 44999120 45513979 114470786 139598629 57086959 45629004 887032 824996 248467801 272213177 2213623 3799025 3567145 3788798 591255 705549 94630 145869 6466653 8439241 X 60092962 63233484 45314029 63514339 136594157 137026113 242001148 263773936 248467801 272213177 X 7405384 14365986 1418 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 178081985 91614 17583782 6888435 188868946 188604807 1023079 -4906451 6639450 178081985 159138394 868104 34345132 5746823 188604807 150526016 1934859 12778375 6100856 159138394 163465565 25784368 -33870184 4853733 150526016 0.04770 0.71290 0.23940 0 0 992240 992240 46470577 12394144 34076433 4808352 4051663 756689 12702902 3014285 9688617 45513979 INFLATION PROTECTION ASSETS 16127120 F CHARITABLE REMAINDER TRUSTS 715007 F ALTERNATIVE INVESTMENTS 14023822 F PRIVATE EQUITY 14763055 F 45629004 OTHER CURRENT LIABILITIES 145869 145869 50463546 14365986 -7364763 7001223 43462323 0 43462323 28690758 0 28690758 7366181 7366181 36056939 PART IV, LINE 2B: LAKESIDE'S AGENCY FUNDS REPRESENT A VARIETY OF ACCOUNTS THAT THE SCHOOL MAINTAINS FOR STUDENT, ALUMNI, AND PARENT ORGANIZATIONS. THE FUNDS ARE GENERALLY MAINTAINED BY THE SCHOOL IN COMMERCIAL PAPER ACCOUNTS, AND THE TREASURER/ADMINISTRATOR OF THE ORGANIZATION/CLUB DEPOSITS AND WITHDRAWS FUNDS FROM LAKESIDE AS NEEDED. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EARNINGS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: FINANCIAL AID FOR STUDENTS, EDUCATIONAL PROGRAMS, EMPLOYEE COMPENSATION AND PROFESSIONAL GROWTH, PURCHASE AND/OR PRESERVATION OF FIXED ASSETS, AND GENERAL OPERATIONS OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -5,497,799. CHANGE IN VALUE OF TRUSTS 11,419. INVESTMENT EXPENSES -1,860,568. WRITEOFF OF PRIOR YEAR PLEDGES -10,001. ALLOCATION OF INCOME -7,814. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,497,799. INVESTMENT EXPENSES 1,860,568. ALLOCATION OF INCOME 7,814. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 WITH OTHER SCHOOLS, THE NOTICE IS PUBLISHED IN THE SPRING IN BOTH MAJOR AND LOCAL NEWSPAPERS IN THE SEATTLE AREA. EXPLANATION OF RACIAL DISCRIMINATION SCHEDULE E, PART I, LINE 5 SOME SCHOLARSHIPS ARE AWARDED TO STUDENTS DURING THE YEAR BASED ON RACE. SUCH SCHOLARSHIPS ARE DESIGNED TO PROMOTE THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY AND DO NOT DEROGATE FROM SUCH POLICY. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 13099 EAST ASIA AND THE PACIFIC 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 19821 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 19490 MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 17571 NORTH AMERICA 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 2319 SOUTH AMERICA 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 29358 SOUTH ASIA 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 23133 SUB-SAHARAN AFRICA 0 3 PROGRAM SERVICES COMMUNITY SERVICE AND CULTURAL IMMERSION 20962 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS N/A 4793699 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 12836941 0 24 0 0 0 24 145753 17630640 17776393 0 0 1 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THESE GIFTS ARE GIVEN DURING A MONTH LONG STAY BY STUDENTS AND TEACHERS. IF THE IMPACT IS NOT IMMEDIATE, THEN THE FOLLOWING YEAR'S VISIT WILL CHECK ON THE IMPACT. 1 FINANCIAL AID FOR TUITION 229 4668838 BOOK VALUE REDUCTION OF FAMILIES' TUITION COST FINANCIAL AID FOR OTHER SCHOOL-RELATED COSTS 229 828961 BOOK VALUE REDUCTION OF GENERAL SCHOOL COSTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FAMILIES' EXPENSES FOR STUDENTS' TUITION AND OTHER COSTS AT LAKESIDE SCHOOL ARE REDUCED BY AN AMOUNT WHICH IS DERIVED FROM A FORMAL APPLICATION AND CURRENT TAX RETURNS, USING A NATIONAL FINANCIAL AID SERVICE (SSS) FOR CONSISTENT CALCULATION. X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 BERNIE NOE 362090 0 55000 0 0 0 17500 0 81950 0 516540 0 0 0 SYLVIA PAUTLER 197887 0 0 0 0 0 13852 0 8453 0 220192 0 0 0 NATHANIEL HEALY 244204 0 0 0 0 0 17094 0 39174 0 300472 0 0 0 ANNE STAVNEY 100475 0 85100 0 0 0 12990 0 8453 0 207018 0 0 0 DAIGA GALINS 172095 0 0 0 0 0 12047 0 11103 0 195245 0 0 0 THOMAS RONA 148272 0 0 0 0 0 10379 0 10206 0 168857 0 0 0 CHARLENE AGUILAR 140964 0 0 0 0 0 9867 0 8453 0 159284 0 0 0 ELAINE CHRISTENSEN 144909 0 0 0 0 0 10144 0 45972 0 201025 0 0 0 BOOTH KYLE 126764 0 0 0 0 0 8873 0 23822 0 159459 0 0 0 PART I, LINE 1A BERNIE NOE, HEAD OF SCHOOL, LIVES IN A CAMPUS HOUSE PROVIDED BY LAKESIDE SCHOOL. A HOUSE MANAGER AND HOUSE CLEANER ARE ALSO PROVIDED. THE VALUE OF HOUSING PROVIDED TO MR. NOE MEETS THE REQUIREMENTS OF IRC SECTION 119 AND THEREFORE IS NOT INCLUDED IN HIS TAXABLE COMPENSATION. PART I, LINE 7 BERNIE NOE, HEAD OF SCHOOL, RECEIVED A BONUS DURING THE YEAR THAT WAS SUBJECT TO THE DISCRETION OF THE BOARD BUT CAPPED AT A FIXED AMOUNT. ANNE STAVNEY, ASSISTANT HEAD AND MIDDLE SCHOOL DIRECTOR, RECEIVED A BONUS DURING THE YEAR AS A RESULT OF HER LENGTH OF SERVICE WITH LAKESIDE SCHOOL. NA N/A 76742 FINANCIAL AID FINANCIAL AID MARY ANNE CHRISTY SEE PART V 72938 EMPLOYMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MARY ANNE CHRISTY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF MARK KLEBANOFF, BOARD MEMBER X 42 188501 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE AMOUNT FOR NUMBER OF CONTRIBUTORS REPRESENTS TOTAL NUMBER OF STOCK GIFTS RECEIVED FROM DONORS DURING THE YEAR. FORM 990, PART I, LINE 6: INDIVIDUALS SERVE ON LEADERSHIP BOARDS FOR SCHOOL GOVERNANCE, ADVANCEMENT AND STEWARDSHIP, PARENT VOLUNTEERISM, AND ALUMNI COMMUNITY BUILDING. MANY VOLUNTEERS HELP WITH FUNDRAISING OF VARIOUS KINDS AND LEAD AND SUPPORT IN SCHOOL AND FAMILY ACTIVITIES AND EVENTS. EXPLANATION FOR NOT FILING FORM 990-T FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED AFTER FORM 990. LAKESIDE SCHOOL IS INVESTED IN MANY PASS-THROUGH INVESTMENTS THAT GENERATE SCHEDULE K-1S. THE FORM 990-T WILL BE PREPARED ONCE ALL THE K-1S ARE RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 THE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR OVERSEEING THE SCHOOL'S ASSETS, REVIEWS A PUBLIC DISCLOSURE COPY OF THE FORM 990 WITH THE EXTERNAL TAX PREPARER AND THEN VOTES TO ACCEPT IT. EVERY TRUSTEE THEN RECEIVES A PUBLIC DISCLOSURE COPY OF THE RETURN BEFORE THE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, THE HEAD OF SCHOOL, BUSINESS OFFICER, ASSISTANT HEADS/SCHOOL ADMINISTRATORS, DIRECTOR OF ADMISSIONS AND DIRECTOR OF DEVELOPMENT FILL OUT AND SIGN A DOCUMENT ASSERTING THEY HAVE READ AND UNDERSTOOD THE POLICY AND DISCLOSING THEIR COMPLIANCE. A COMMITTEE OF THE BOARD REVIEWS THE ANNUAL WRITTEN STATEMENTS. THE SAME COMMITTEE RESPONDS TO ANY INDICATION OF NON-COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 DURING 2011, A CONSULTANT HIRED BY THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION FOR COMPARABLE HEAD OF SCHOOL POSITIONS IN INDEPENDENT SCHOOLS NATIONALLY AND LOCALLY. THIS INFORMATION IS FOR A 5 YEAR CONTRACT BEGINNING JULY 1, 2012. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 11,419. WRITEOFF OF PRIOR YEAR PLEDGES -10,001. LAKESIDE PERU 14050 1ST AVENUE NE SEATTLE WA 98125 EDUCATION PE 501(C)(3) LINE 2 LAKESIDE SCHOOL 1 CHARITABLE REMAINDER TRUST (2) INVESTMENTS WA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0