2012-04-04T16:32:35-05:00 2011-06-30 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2010-07-01 930386804 THE CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES RD PORTLAND OR 972256527 TERRY MURPHY 5032971894 2012-04-04 1 TODD D MASSINGER 5032205900 2010 2016-02-24 21:20:13Z LARK PALMA 8825 SW BARNES RD PORTLAND OR 97225 27020796 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. 26 25 425 179 0 0 1490305 9441247 16116914 16540830 496770 545690 310620 256697 18414609 26784464 2218599 2282815 0 0 13307072 13638069 0 0 732229 4432590 4264873 19958261 20185757 -1543652 6598707 41187701 51208534 5439639 5518802 35748062 45689732 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 15493405 2282815 16540830 THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. 15493405 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 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 24 1 1 425 1 0 0 0 0 0 1 1 0 0 X 26 25 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 HEIDI HALVORSEN BELL 1.00 X 0 0 0 HOPE BOYD 1.00 X 0 0 0 STUART ELLIS 1.00 X 0 0 0 ZALIKA MILTON GARDNER 40.00 X 57282 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 DAVE JUBB 1.00 X 0 0 0 RICK KOE 1.00 X 0 0 0 CINDY MULFLUR 1.00 X 0 0 0 TERRY MURPHY 1.00 X 0 0 0 PETER OLSON 1.00 X 0 0 0 LAURA ROSE-LEWIS 1.00 X 0 0 0 WARREN ROSENFELD 1.00 X 0 0 0 TOM SHIPLEY 1.00 X 0 0 0 JIM SPENCER 1.00 X 0 0 0 PETER STEINBERGER 1.00 X 0 0 0 DON VOLLUM 1.00 X 0 0 0 KAYCEE WIITA 1.00 X 0 0 0 MARKUS HUTCHINS 1.00 X 0 0 0 KAYLA REICH 1.00 X 0 0 0 MAX SEMLER 1.00 X 0 0 0 LARK PALMA 60.00 X 280000 0 25784 THERESA LONG 50.00 X 126097 0 15589 VICKI ROSCOE 50.00 X 108892 0 10410 MICHAEL HEATH 50.00 X 105596 0 20376 677867 0 72159 4 0 1 0 REIMERS & JOLIVETTE 2344 NORTHWEST 24TH AVENUE PORTLAND OR 97210 CONTRACTOR 157310 1 36275 9404972 274484 9441247 TUITION AND FEES 611600 15734232 15734232 AUXILIARY SERVICES 611710 806598 806598 16540830 545690 545690 188473 36275 90848 97625 97625 10000 10000 10000 160495 145484 15011 15011 OTHER 611710 134061 134061 134061 26784464 16674891 0 668326 2282815 2282815 512478 512478 9542140 7252826 1876453 412861 557729 415483 118424 23822 2329735 1735083 529400 65252 695987 503734 163498 28755 101514 101514 27123 27123 41329 41329 176615 76776 55603 44236 1023934 864346 123069 36519 307443 299668 4179 3596 419517 407366 8848 3303 28111 6367 19996 1748 24517 6132 18385 2760 2760 1148703 1116361 23550 8792 118951 19246 99563 142 MISCELLANEOUS 394835 154281 172551 68003 EQUIPMENT RENT & MAINT. 276190 266741 7312 2137 TRANSPORTATION 94031 84536 8940 555 PRINTING & PUBLICATIONS 52822 2530 40362 9930 TELEPHONE 26478 2486 19799 4193 20185757 15493405 3960123 732229 1049930 1612949 1096943 854508 785531 7690328 221581 136394 181125 88020 194849 305646 33803603 15302378 19086572 18501225 15375715 17653874 3195455 4365590 41187701 51208534 1732684 1831366 3665821 3638955 41134 48481 5439639 5518802 X 17482404 19035082 10694125 13350795 7571533 13303855 35748062 45689732 41187701 51208534 X 6598707 3342963 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18657541 5907908 3894141 646419 106818 27706353 17266208 167992 2002996 682892 96763 18657541 21882086 504252 -4072336 954242 93552 17266208 0.43740 0.48020 0.08240 0 0 989355 989355 27943365 11289515 16653850 4593195 3924282 668913 277688 88581 189107 18501225 ABSOLUTE RETURN FUNDS 4365590 F 4365590 AGENCY FUNDS 48481 48481 26784464 20185757 6598707 3342963 3342963 9941670 28134524 3342963 145484 3488447 24646077 2138387 2138387 26784464 18192854 145484 145484 18047370 2138387 2138387 20185757 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 145,484. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,138,387. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 145,484. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,138,387. 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 224748 36275 188473 23072 9719 58057 224748 36275 188473 23072 9719 58057 90848 97625 1 1 FINANCIAL AID FOR STUDENT TUITION 165 2101987 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT LAPTOPS 19 27486 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT BOOKS 69 37337 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TRIPS 82 57541 FMV SCHOLARSHIP FINANCIAL AID FOR STUDENT TUTORING 27 15934 FMV SCHOLARSHIP FINANCIAL AID FOR TESTING 6 6130 FMV SCHOLARSHIP TUITION DISCOUNTS 2 36400 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 16800 0 8984 0 305784 0 0 0 PART I, LINE 4A EMPLOYEE SEPARATION AGREEMENT WITH THERESA LONG INCLUDED A SEVERANCE PACKAGE ACCRUED AT 6/30/11. X 4576 FAIR MARKET VALUE X 30000 FAIR MARKET VALUE X 29 210903 MARKET VALUE X 3 6288 FAIR MARKET VALUE X VARIOUS OTHER 28 22717 FAIR MARKET VALUE 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 GAINS ON INVESTMENTS: 3,342,963. FORM 990, PART XII, LINE 2B THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.