EPIPHANY SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EPIPHANY SCHOOL (EIN 23-7014921)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-11
- IRS object ID
- 201211029349300801
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T11:58:13-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237014921 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPIPHANY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIP | NameControl |
| Phone | 2063239011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3611 E DENNY WAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JD DELAFIELD | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 2063239011 | Phone |
| Date Signed | 2012-03-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| Phone | 4254544919 | Phone |
| Date Prepared | 2012-04-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATT NEELY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3611 E DENNY WAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11174617 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EPIPHANYSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROX. 230 CHILDREN FROM THE GREATER SEATTLE AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 76 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1667682 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1438173 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3778272 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4074485 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -117544 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58115 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91980 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87378 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5420390 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5658151 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 365668 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 429738 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2909897 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3241174 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 30500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 287707 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1251690 | OtherExpensePriorYear |
| Other Expenses Current Year | 1613228 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4557755 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5314140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 862635 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 344011 | RevenuesLessExpensesCY |
| Total Assets BOY | 27431013 | TotalAssetsBOY |
| Total Assets EOY | 26383833 | TotalAssetsEOY |
| Total Liabilities BOY | 3160753 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1377634 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24270260 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25006199 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EPIPHANY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROXIMATELY 230 CHILDREN FROM THE GREATER SEATTLE AREA, IN GRADES PRE-KINDERGARTEN THROUGH FIVE. THROUGH INNOVATIVE TEACHING IN A CARING AND TRADITIONAL ENVIRONMENT, EPIPHANY SCHOOL CHALLENGES EVERY CHILD TO BE A CONFIDENT, CURIOUS AND COURAGEOUS LEARNER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3061245 | Expense |
| Revenue | 4106407 | Revenue |
| Description | EPIPHANY SCHOOL PROVIDES SCHOOLING FOR 230 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH FIVE, ACCREDITED THROUGH THE RIGOROUS STANDARDS OF THE PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS. THE EPIPHANY SCHOOL EXPERIENCE IS ABOUT CHALLENGING AND CARING FOR CHILDREN. AN EPIPHANY EDUCATION PROVIDES STUDENTS WITH STRONG ACADEMIC SKILLS, LOVE OF LEARNING, COMMUNITY PARTICIPATION AS WELL AS A SENSE OF PERSONAL RESPONSIBILITY. HIGH EXPECTATIONS AND SMALL CLASSES ALLOW FOR INDIVIDUAL ATTENTION, WHICH FOSTERS INTELLECTUAL DEVELOPMENT AND SELF-CONFIDENCE. WE ALSO WANT OUR STUDENTS TO GROW IN PHYSICAL AND SOCIAL SKILLS AND TO DEVELOP EMPATHY AND AWARENESS OF OTHERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 270934 | Expense |
| Revenue | 86988 | Revenue |
| Description | THE LEARNING SKILLS PROGRAM AT EPIPHANY, INITIATED IN THE EARLY 1970'S, IS ONE OF THE MOST UNIQUE FEATURES OF THE SCHOOL. IN ADDITION TO INTEGRATING THEMSELVES INTO THE KINDERGARTEN THROUGH FOURTH GRADE CLASSROOMS, TEACHERS OF THE LEARNING SKILLS PROGRAM UTILIZE ONE-ON-ONE TUTORING TO ADDRESS SPECIFIC STUDENT NEEDS. ABOVE ALL, THE LEARNING SKILLS SPECIALISTS NOT ONLY SUPPORT STUDENTS AND TEACHERS IN AND OUT OF THE CLASSROOM, BUT ALSO ACT AS CHAMPIONS FOR DIFFERENTIATED INSTRUCTION AT EPIPHANY SCHOOL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 429738 | Expense |
| Grants | 429738 | Grants |
| Description | EPIPHANY SCHOOL PROVIDES FINANCIAL ASSISTANCE TO STUDENTS BASED ON NEED AS ASSESSED BY SCHOOL SCHOLASTIC SERVICE - AN INDEPENDENT AID EVALUATION SERVICE. DURING THE 2010-2011 SCHOOL YEAR, 31 STUDENTS RECEIVED FINANCIAL AID. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3761917 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 76 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA STONECIPHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2063239011 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3611 E DENNY WAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JD DELAFIELD | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| MICHAEL ANDERSON | |||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| NEEN KOENIGSBAUER | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| BILL RUCKELSHAUS | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| TED ACKERLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANDY BAKER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STAN BATY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRENDA BOR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BELINDA BUSCHER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BILL CAMPBELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NANCY CANINO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PHIL CARTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JULIA CLARKE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CARLLENE PLACIDE-EDWARDS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CATHARINE JACOBSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DWAYNE KING | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROLE KITCHELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LAURIE LOOTENS CHYZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAUL RASMUSSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HUNTER WESSELLS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT REDMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TIM CLARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BETH CLARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TINA HELSELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN JANSSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRENDA STONECIPHER | |||||||
| CFO | 50.00 | X | 118090 | 0 | 3755 | ||
| MATT NEELY | |||||||
| HEAD OF SCHOOL | 50.00 | X | 238012 | 0 | 37972 | ||
| JESSI CHRISTIANSEN | |||||||
| ASST HEAD OF SCHOOL | 50.00 | 82683 | 0 | 12558 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 356102 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41727 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELLEN CONSTRUCTION INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WESTLAKE AVENUE NORTH | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION | DescriptionOfServices |
| Compensation | 7199568 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 189371 | FundraisingEvents |
| All Other Contributions | 1248802 | AllOtherContributions |
| Noncash Contributions | 327125 | NoncashContributions |
| Total Contributions | 1438173 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION: PRE K-5 | 611710 | 3987497 | 3987497 |
| TUITION: LRNING SKILLS | 611710 | 86988 | 86988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4074485 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62879 | TotalRevenueColumn |
| Exclusion | $62,879 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5090249 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5092760 | Securities |
| Other | 2253 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2511 | Securities |
| Other | -2253 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4764 | TotalRevenueColumn |
| Exclusion | -$4,764 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 370953 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 189371 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 413203 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42250 | TotalRevenueColumn |
| Exclusion | -$42,250 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 16725 | GrossIncomeGaming |
| Gaming Direct Expenses | 8250 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8475 | TotalRevenueColumn |
| Exclusion | $8,475 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1820 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1820 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1820 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| AFTER SCHOOL CARE | 624410 | 117090 | 117090 | |
| SVC LEARNING REVENUE | 900099 | 702 | $702 | |
| SCHOOL PHOTO SALES | 900099 | 681 | $681 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 860 | TotalRevenueColumn |
| Exclusion | $860 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 119333 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5658151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4193395 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,583 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429738 | Total |
| Program Services | 429738 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397828 | Total |
| Program Services | 269819 | ProgramServices |
| Management And General | 111737 | ManagementAndGeneral |
| Fundraising | 16272 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2196784 | Total |
| Program Services | 1489928 | ProgramServices |
| Management And General | 617005 | ManagementAndGeneral |
| Fundraising | 89851 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121541 | Total |
| Program Services | 82433 | ProgramServices |
| Management And General | 34137 | ManagementAndGeneral |
| Fundraising | 4971 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326276 | Total |
| Program Services | 221291 | ProgramServices |
| Management And General | 91640 | ManagementAndGeneral |
| Fundraising | 13345 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198745 | Total |
| Program Services | 134795 | ProgramServices |
| Management And General | 55821 | ManagementAndGeneral |
| Fundraising | 8129 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3433 | Total |
| Management And General | 3433 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32182 | Total |
| Management And General | 32182 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Fundraising | 30000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4834 | Total |
| Program Services | 4157 | ProgramServices |
| Management And General | 677 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28795 | Total |
| Management And General | 28795 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23318 | Total |
| Program Services | 15972 | ProgramServices |
| Management And General | 6383 | ManagementAndGeneral |
| Fundraising | 963 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78903 | Total |
| Program Services | 53514 | ProgramServices |
| Management And General | 22161 | ManagementAndGeneral |
| Fundraising | 3228 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47931 | Total |
| Program Services | 47931 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265819 | Total |
| Program Services | 239237 | ProgramServices |
| Management And General | 23924 | ManagementAndGeneral |
| Fundraising | 2658 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4854 | Total |
| Program Services | 4854 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52063 | Total |
| Program Services | 52063 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48488 | Total |
| Management And General | 48488 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524228 | Total |
| Program Services | 471805 | ProgramServices |
| Management And General | 47181 | ManagementAndGeneral |
| Fundraising | 5242 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32975 | Total |
| Program Services | 29677 | ProgramServices |
| Management And General | 2968 | ManagementAndGeneral |
| Fundraising | 330 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS AND SUPPLIES | 149551 | 101430 | 42004 | 6117 |
| CAPITAL CAMPAIGN | 70662 | 70662 | ||
| ENVIRON. COMPLIANCE | 24533 | 24533 | ||
| CLASSROOM ENRICHMENT | 22509 | 22509 | ||
| BAD DEBT | 19072 | 19072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179078 | Total |
| Program Services | 90764 | ProgramServices |
| Management And General | 52375 | ManagementAndGeneral |
| Fundraising | 35939 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5314140 | Total |
| Program Services | 3761917 | ProgramServices |
| Management And General | 1264516 | ManagementAndGeneral |
| Fundraising | 287707 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219837 | BOY |
| EOY | 48456 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2078394 | BOY |
| EOY | 2139280 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5469824 | BOY |
| EOY | 2509611 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82646 | BOY |
| EOY | 11225 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472166 | BOY |
| EOY | 67084 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19914307 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2029489 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15738188 | BOY |
| EOY | 17884818 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2792311 | BOY |
| EOY | 3112572 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525147 | BOY |
| EOY | 574274 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52500 | BOY |
| EOY | 36513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27431013 | BOY |
| EOY | 26383833 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101932 | BOY |
| EOY | 355435 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827706 | BOY |
| EOY | 1001933 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19115 | BOY |
| EOY | 8266 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000 | BOY |
| EOY | 12000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3160753 | BOY |
| EOY | 1377634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20227303 | BOY |
| EOY | 23001090 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2684559 | BOY |
| EOY | 636651 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1358398 | BOY |
| EOY | 1368458 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24270260 | BOY |
| EOY | 25006199 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27431013 | BOY |
| EOY | 26383833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 344011 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 391928 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1671250 | BeginningOfYearBalance |
| Contributions | 10060 | Contributions |
| Investment Earnings Or Losses | 366619 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 87290 | GrantsOrScholarships |
| End Of Year Balance | 1960639 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1575152 | BeginningOfYearBalance |
| Contributions | 31642 | Contributions |
| Investment Earnings Or Losses | 161011 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 96555 | GrantsOrScholarships |
| End Of Year Balance | 1671250 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1913024 | BeginningOfYearBalance |
| Contributions | 7834 | Contributions |
| Investment Earnings Or Losses | -277309 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 68397 | GrantsOrScholarships |
| End Of Year Balance | 1575152 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.30200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2159770 | OtherCostOrOtherBasis |
| Book Value | 2159770 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16275887 | OtherCostOrOtherBasis |
| Depreciation | 1359922 | Depreciation |
| Book Value | 14915965 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 549535 | OtherCostOrOtherBasis |
| Depreciation | 332570 | Depreciation |
| Book Value | 216965 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 492819 | OtherCostOrOtherBasis |
| Depreciation | 157331 | Depreciation |
| Book Value | 335488 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 436296 | OtherCostOrOtherBasis |
| Depreciation | 179666 | Depreciation |
| Book Value | 256630 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17884818 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNEMPLOYMENT RESERVE | Description |
| Amount | $12,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12000 | TotalOfAmounts |
| Total Revenue | 5658151 | TotalRevenue |
| Total Expenses | 5314140 | TotalExpenses |
| Excess Or Deficit For Year | 344011 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 391928 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 391928 | TotalAdjustments |
| Excess Or Deficit Per FS | 735939 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5624011 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 391928 | NetUnrealizedGainsInvestments |
| Other Revenues | -429738 | OtherRevenues |
| Revenue Not Rptd F990 | -37810 | RevenueNotRptdF990 |
| Revenue Subtotal | 5661821 | RevenueSubtotal |
| Other Revenues Not Included | -3670 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -3670 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5658151 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4888072 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3670 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3670 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4884402 | ExpensesSubtotal |
| Other Expenses Not Included | 429738 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 429738 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5314140 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | EPIPHANY SCHOOL'S AGENCY FUNDS REPRESENT A BANK ACCOUNT THAT THE SCHOOL MAINTAINS FOR THE EPIPHANY PARENTS COUNCIL. THE CASH BALANCE IS FOR FUNDS RAISED AND SPENT BY THE PARENTS COUNCIL FOR VARIOUS ACTIVITIES THROUGHOUT THE YEAR. | |
| PART V, LINE 4: | EPIPHANY SCHOOL TAKES AN ANNUAL DRAW FROM THE UNRESTRICTED ENDOWMENT FUNDS EQUAL TO 5% OF THE AVERAGE FUND VALUE FOR THE TWELVE PRECEDING QUARTERS. THESE FUNDS ARE USED TO SUPPORT OPERATIONS AND, IN THE CASE OF NAMED ENDOWMENTS, THE PURPOSE FOR WHICH THE FUNDS WERE DONATED. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| FINANCIAL AID -429,738. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES -3,670. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES 3,670. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 429,738. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE SCHOOL PUBLISHES OUR STATEMENT ON ALL ADVERTISEMENTS, ON OUR WEBSITE, AND IN CONJUNCTION WITH OTHER PACIFIC NORTHWEST ASSOCIATION FOR INDEPENDENT SCHOOLS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | GAIL INGERSOLL RANSOM | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 EAST GALER ST | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 424049 | GrossReceipts |
| Amount Retained By Contractor | 30000 | AmountRetainedByContractor |
| Net To Organization | 394049 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 424049 | TotalGrossReceipts |
| Total Retained By Contractors | 30000 | TotalRetainedByContractors |
| Total Net To Organization | 394049 | TotalNetToOrganization |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 549059 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 189371 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 359688 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 245 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 38385 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3943 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 351960 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CHAMBER MUSIC CONCERT | NameOfEvent2 |
| Gross Receipts Event2 | 11265 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11265 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 1770 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1900 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 560324 | GrossReceiptsTotal |
| Charitable Contributions Total | 189371 | CharitableContributionsTotal |
| Gross Revenue Total Events | 370953 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 245 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 40155 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3943 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 353860 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 413203 | DirectExpenseSummaryEvents |
| Net Income Summary | -42250 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 16725 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 8200 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 50 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 16725 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 8200 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 50 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 8250 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 8475 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | LONNIE HERRING | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3611 E DENNY WAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 1 | CharitableDistribRequired |
| Amount Distributed | 8475 | AmountDistributed |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 31 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 429738 | AmountOfNonCashAssistance |
| Method Of Valuation | COST | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION WAIVER FOR NEED-BASED FINANCIAL AID | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FAMILIES INTERESTED IN FINANCIAL AID APPLY THROUGH S.S.S., AN AFFILIATE ORGANIZATION OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. FAMILIES COMPLETE AN APPLICATION AND PROVIDE TAX RETURNS, A STATEMENT OF NET WORTH, MONTHLY CASH FLOW/HOUSEHOLD EXPENDITURES, AND OTHER RELEVANT DOCUMENTATION. SSS PERFORMS AN INITIAL ANALYSIS AND MAKES A RECOMMENDATION FOR A FINANCIAL AID GRANT TO THAT FAMILY. ONCE OUR DIRECTOR OF ADMISSIONS AND FINANCIAL AID RECEIVES THESE REPORTS, SHE REVIEWS THEM AND MAY MAKE A RECOMMENDATION TO REVISE THE SSS FINANCIAL AID, GIVEN EXTENUATING CIRCUMSTANCES IF THEY EXIST. THE FINAL DECISION IS MADE BY THE FINANCIAL AID REVIEW COMMITTEE, WHICH CONSISTS OF THE HEAD OF SCHOOL, CHIEF FINANCIAL OFFICER, DIRECTOR OF ADMISSIONS & FINANCIAL AID AND AT LEAST ONE REPRESENTATIVE FROM THE BOARD OF TRUSTEES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MATT NEELY | NamePerson |
| Base Compensation Filing Org | 200392 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 37620 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 17420 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 20552 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 275984 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HEAD OF SCHOOL'S SPOUSE ACCOMPANIED HIM ON SEVERAL BUSINESS TRIPS. THE AMOUNT ATTRIBUTED TO HER TRAVEL WAS TREATED AS TAXABLE COMPENSATION. THE HEAD OF SCHOOL'S CONTRACT PROVIDES FOR A HOUSING ALLOWANCE, WHICH IS TREATED AS TAXABLE COMPENSATION, AND A DISCRETIONARY FUND WHICH IS LIMITED TO USE FOR BUSINESS-RELATED EXPENDITURES ONLY. AS SUCH, THE DISCRETIONARY FUND WAS NOT INCLUDED AS A TAXABLE BENEFIT. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SELLEN CONSTRUCTION INC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 1537584 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | Identifier |
| Explanation | SCOTT REDMAN, A BOARD MEMBER OF EPIPHANY SCHOOL, IS THE PRESIDENT OF SELLEN CONSTRUCTION COMPANY. DURING THE FISCAL YEAR, EPIPHANY SCHOOL CONTRACTED WITH SELLEN CONSTRUCTION COMPANY FOR THE SCHOOL'S EXPANSION PROJECT. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 21697 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 370 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305428 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | CONTRIBUTIONS ARE BASED ON THE NUMBER OF DONATIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS ARE PRIMARILY ENGAGED IN ASSISTING WITH FUNDRAISING ACTIVITIES AND EVENTS, CHAPERONING OFF-SITE EDUCATIONAL FIELD TRIPS AND PUBLISHING THE ANNUAL STUDENT YEARBOOK. BOARD MEMBERS VOLUNTEER APPROXIMATELY EIGHT HOURS PER MONTH; OTHER VOLUNTEER HOURS ARE VARIABLE. | |
| J.D. DELAFIELD AND STAN BATY HAVE A BUSINESS RELATIONSHIP. | FORM 990, PART VI, SECTION A, LINE 2 | |
| THE 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE WHICH WILL RECOMMEND APPROVAL BY THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 FOR REVIEW PRIOR TO APPROVING THE FILING OF IT. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICIES ARE SIGNED ANNUALLY BY THE BOARD MEMBERS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE QUESTIONNAIRES RECEIVED FROM THE BOARD MEMBERS ON AN ANNUAL BASIS. ANY UNRECONCILED CONFLICTS ARE HANDLED BY THE PRESIDENT OF THE BOARD OF TRUSTEES. IN THE EVENT WHEN A CONFLICT OCCURS, THE BOARD MEMBER INVOLVED MUST ABSTAIN FROM PARTICIPATING AND VOTING ON THE MATTER IN QUESTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION LEVELS FOR KEY EMPLOYEES ARE DETERMINED BY A REVIEW OF INDUSTRY COMPENSATION DATA FROM ANNUAL SURVEYS CONDUCTED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL BUSINESS OFFICER'S ASSOCIATION. THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED WHEN THE CONTRACT IS RENEWED. THE HEAD OF SCHOOL IS CURRENTLY UNDER A THREE YEAR CONTRACT THROUGH JULY 2011 WHICH ESTABLISHES ANNUAL COMPENSATION INCREASES. THE COMPENSATION FOR OTHER KEY OFFICIALS ARE EVALUATED ANNUALLY WHEN THE BOARD IS FINALIZING THE BUDGET FOR THE UPCOMING SCHOOL YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 391,928. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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