2012-04-11T11:58:13-05:00 2011-06-30 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2010-07-01 237014921 EPIPHANY SCHOOL EPIP 2063239011 3611 E DENNY WAY SEATTLE WA 98122 JD DELAFIELD 2063239011 2012-03-28 1 SARA ELIZABETH J HYRE 4254544919 2012-04-10 2010 2016-02-24 21:20:13Z MATT NEELY 3611 E DENNY WAY SEATTLE WA 98122 11174617 0 X WWW.EPIPHANYSCHOOL.ORG X 1969 WA INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROX. 230 CHILDREN FROM THE GREATER SEATTLE AREA. 20 19 76 200 0 0 1667682 1438173 3778272 4074485 -117544 58115 91980 87378 5420390 5658151 365668 429738 0 0 2909897 3241174 30500 30000 287707 1251690 1613228 4557755 5314140 862635 344011 27431013 26383833 3160753 1377634 24270260 25006199 X 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. 0 0 3061245 4106407 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. 270934 86988 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. 429738 429738 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. 3761917 1 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 9 0 1 76 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENDA STONECIPHER 2063239011 3611 E DENNY WAY SEATTLE WA 98122 JD DELAFIELD 5.00 X X 0 0 0 MICHAEL ANDERSON 5.00 X X 0 0 0 NEEN KOENIGSBAUER 5.00 X X 0 0 0 BILL RUCKELSHAUS 5.00 X X 0 0 0 TED ACKERLEY 2.00 X 0 0 0 ANDY BAKER 2.00 X 0 0 0 STAN BATY 2.00 X 0 0 0 BRENDA BOR 2.00 X 0 0 0 BELINDA BUSCHER 2.00 X 0 0 0 BILL CAMPBELL 2.00 X 0 0 0 NANCY CANINO 2.00 X 0 0 0 PHIL CARTER 2.00 X 0 0 0 JULIA CLARKE 2.00 X 0 0 0 CARLLENE PLACIDE-EDWARDS 2.00 X 0 0 0 CATHARINE JACOBSEN 2.00 X 0 0 0 DWAYNE KING 2.00 X 0 0 0 CAROLE KITCHELL 2.00 X 0 0 0 LAURIE LOOTENS CHYZ 2.00 X 0 0 0 PAUL RASMUSSEN 2.00 X 0 0 0 HUNTER WESSELLS 2.00 X 0 0 0 SCOTT REDMAN 2.00 X 0 0 0 TIM CLARK 2.00 X 0 0 0 BETH CLARK 2.00 X 0 0 0 TINA HELSELL 2.00 X 0 0 0 BRIAN JANSSEN 2.00 X 0 0 0 BRENDA STONECIPHER 50.00 X 118090 0 3755 MATT NEELY 50.00 X 238012 0 37972 JESSI CHRISTIANSEN 50.00 X 82683 0 12558 356102 0 41727 2 0 1 0 SELLEN CONSTRUCTION INC 227 WESTLAKE AVENUE NORTH SEATTLE WA 98109 CONSTRUCTION 7199568 1 189371 1248802 327125 1438173 TUITION: PRE K-5 611710 3987497 3987497 TUITION: LRNING SKILLS 611710 86988 86988 4074485 62879 62879 5090249 5092760 2253 -2511 -2253 -4764 -4764 370953 189371 413203 -42250 -42250 16725 8250 8475 8475 1820 1820 1820 AFTER SCHOOL CARE 624410 117090 117090 SVC LEARNING REVENUE 900099 702 702 SCHOOL PHOTO SALES 900099 681 681 860 860 119333 5658151 4193395 0 26583 429738 429738 397828 269819 111737 16272 2196784 1489928 617005 89851 121541 82433 34137 4971 326276 221291 91640 13345 198745 134795 55821 8129 3433 3433 32182 32182 30000 30000 4834 4157 677 28795 28795 23318 15972 6383 963 78903 53514 22161 3228 47931 47931 265819 239237 23924 2658 4854 4854 52063 52063 48488 48488 524228 471805 47181 5242 32975 29677 2968 330 BOOKS AND SUPPLIES 149551 101430 42004 6117 CAPITAL CAMPAIGN 70662 70662 ENVIRON. COMPLIANCE 24533 24533 CLASSROOM ENRICHMENT 22509 22509 BAD DEBT 19072 19072 179078 90764 52375 35939 5314140 3761917 1264516 287707 219837 48456 2078394 2139280 5469824 2509611 82646 11225 472166 67084 19914307 2029489 15738188 17884818 2792311 3112572 525147 574274 52500 36513 27431013 26383833 1101932 355435 827706 1001933 19115 8266 1200000 12000 12000 3160753 1377634 X 20227303 23001090 2684559 636651 1358398 1368458 24270260 25006199 27431013 26383833 X 344011 391928 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1671250 10060 366619 87290 1960639 1575152 31642 161011 96555 1671250 1913024 7834 -277309 68397 1575152 0.30200 0.69800 0.00000 0 0 2159770 2159770 16275887 1359922 14915965 549535 332570 216965 492819 157331 335488 436296 179666 256630 17884818 UNEMPLOYMENT RESERVE 12000 12000 5658151 5314140 344011 391928 391928 735939 5624011 391928 -429738 -37810 5661821 -3670 -3670 5658151 4888072 3670 3670 4884402 429738 429738 5314140 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -429,738. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -3,670. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 3,670. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 429,738. 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 THE SCHOOL PUBLISHES OUR STATEMENT ON ALL ADVERTISEMENTS, ON OUR WEBSITE, AND IN CONJUNCTION WITH OTHER PACIFIC NORTHWEST ASSOCIATION FOR INDEPENDENT SCHOOLS. X X X X X 1 GAIL INGERSOLL RANSOM 2100 EAST GALER ST SEATTLE WA 98121 CAPITAL CAMPAIGN 0 424049 30000 394049 424049 30000 394049 WA AUCTION 549059 189371 359688 245 15000 38385 3943 351960 CHAMBER MUSIC CONCERT 11265 0 11265 1770 1900 560324 189371 370953 245 15000 40155 3943 353860 413203 -42250 16725 8200 50 1 1.00000 16725 8200 50 8250 8475 WA 1 0 0 0 1.00000 LONNIE HERRING 3611 E DENNY WAY SEATTLE WA 98122 0 1 8475 1 FINANCIAL AID 31 429738 COST TUITION WAIVER FOR NEED-BASED FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MATT NEELY 200392 0 0 0 37620 0 17420 0 20552 0 275984 0 0 0 PART I, LINE 1A 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. SELLEN CONSTRUCTION INC SEE PART V 1537584 SEE PART V 0 SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: 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. X 7 21697 MARKET PRICE X AUCTION ITEMS 370 305428 MARKET PRICE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): CONTRIBUTIONS ARE BASED ON THE NUMBER OF DONATIONS RECEIVED. 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. FORM 990, PART VI, SECTION A, LINE 2 J.D. DELAFIELD AND STAN BATY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 391,928.