THE OPEN WINDOW SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE OPEN WINDOW SCHOOL (EIN 91-1303536)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-31
- IRS object ID
- 201100319349300605
- Schema version
- 2009v1.7
- 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 J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-31T12:19:21-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON SULLIVAN LLP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST STE 2300 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911303536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Open Window School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OPEN | NameControl |
| Phone | 4257472911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6128 168th Place SE | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | marja ziuzin | Name |
| Title | cfo | Title |
| Phone | 4257472911 | Phone |
| Date Signed | 2011-01-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ray Holmdahl | Name |
| Phone | 2063827777 | Phone |
| Date Prepared | 2011-01-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jennifer Skorny | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6128 168th Place SE | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7406970 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.ows.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Open Window School nurtures and challenges students of high intellectual ability and inspires them to new levels of academic excellence, creativity, and personal accomplishment for participation in a diverse and changing world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 87 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 635823 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2230360 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4706988 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5133134 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 68236 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9649 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -21145 | OtherRevenuePriorYear |
| Other Revenue Current Year | -28457 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5389902 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7344686 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3435525 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4004309 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 617978 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1432402 | OtherExpensePriorYear |
| Other Expenses Current Year | 1766470 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4867927 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5770779 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 521975 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1573907 | RevenuesLessExpensesCY |
| Total Assets BOY | 17354228 | TotalAssetsBOY |
| Total Assets EOY | 18794748 | TotalAssetsEOY |
| Total Liabilities BOY | 7189007 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7062736 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10165221 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11732012 | NetAssetsOrFundBalancesEOY |
| Mission Description | Open Window School nurtures and challenges students of high intellectual ability and inspires them to new levels of academic excellence, creativity, and personal accomplishment for participation in a diverse and changing world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3642390 | Expense |
| Revenue | 5133134 | Revenue |
| Description | Open Window School continues to nurture and challenge approximately 300 gifted learners age 5 to 13, by providing a rigorous academic program and enriching after-school and summer activities in support of the whole student. | Description |
| Total Program Service Expense | 3642390 | 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 | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 87 | 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 |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marja Ziuzin CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4257472911 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6128 168th Place SE | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Jennifer Skorny | |||||||
| President | 3.00 | X | X | 0 | 0 | 0 | |
| William Kennedy | |||||||
| Vice President | 3.00 | X | X | 0 | 0 | 0 | |
| Yukio Morikubo | |||||||
| Treasurer | 3.00 | X | X | 0 | 0 | 0 | |
| Julie Campbell | |||||||
| Secretary | 3.00 | X | X | 0 | 0 | 0 | |
| Scott Alderman | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Yvonne Clark | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Ren Cedar Fuller | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Michelle Funk | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Leeds Gulick | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Lisa Merrill | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Brian Rayfield | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Kristin Uselman | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Cindy Wilson | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Kalai Wineland | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Marja Ziuzin | |||||||
| Chief Financial Officer | 40.00 | X | 89505 | 0 | 27163 | ||
| Wilder Dominick | |||||||
| Head of School | 40.00 | 185819 | 0 | 28820 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 275324 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 55983 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | Community Counselling Service Co LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3349 Hwy 138 Bldg C Suite D | AddressLine1 |
| City | Wall | City |
| State | NJ | State |
| ZIP Code | 07719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Consulting for Capital Campaign | DescriptionOfServices |
| Compensation | 179000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 268226 | FundraisingEvents |
| All Other Contributions | 1962134 | AllOtherContributions |
| Noncash Contributions | 105169 | NoncashContributions |
| Total Contributions | 2230360 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 900099 | 4985928 | 4985928 |
| Auxiliary Programs | 900099 | 147206 | 147206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5133134 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20542 | TotalRevenueColumn |
| Exclusion | $20,542 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10893 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -10893 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10893 | TotalRevenueColumn |
| Exclusion | -$10,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19155 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 268226 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51391 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32236 | TotalRevenueColumn |
| Exclusion | -$32,236 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| clothing revenue | 900099 | 3028 | $3,028 |
| Library income | 900099 | 490 | $490 |
| miscellaneous income | 900099 | 261 | $261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3779 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7344686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5133134 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$18,808 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334703 | Total |
| Program Services | 213875 | ProgramServices |
| Management And General | 105097 | ManagementAndGeneral |
| Fundraising | 15731 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2855093 | Total |
| Program Services | 1823993 | ProgramServices |
| Management And General | 895204 | ManagementAndGeneral |
| Fundraising | 135896 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109723 | Total |
| Program Services | 70113 | ProgramServices |
| Management And General | 34453 | ManagementAndGeneral |
| Fundraising | 5157 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425640 | Total |
| Program Services | 271983 | ProgramServices |
| Management And General | 133652 | ManagementAndGeneral |
| Fundraising | 20005 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279150 | Total |
| Program Services | 178377 | ProgramServices |
| Management And General | 87653 | ManagementAndGeneral |
| Fundraising | 13120 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14760 | Total |
| Management And General | 14760 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35530 | Total |
| Management And General | 35530 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92611 | Total |
| Program Services | 51171 | ProgramServices |
| Management And General | 39135 | ManagementAndGeneral |
| Fundraising | 2305 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273896 | Total |
| Program Services | 174991 | ProgramServices |
| Management And General | 85915 | ManagementAndGeneral |
| Fundraising | 12990 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419131 | Total |
| Program Services | 375335 | ProgramServices |
| Management And General | 35246 | ManagementAndGeneral |
| Fundraising | 8550 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27315 | Total |
| Program Services | 18028 | ProgramServices |
| Management And General | 9287 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Fundraising and Develop | 397083 | 397083 | ||
| Site Management | 262383 | 5248 | 244016 | 13119 |
| Classroom Enrichment | 160384 | 160384 | ||
| Miscellaneous | 56339 | 47146 | 9193 | |
| training and dues | 27038 | 1893 | 12978 | 12167 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5770779 | Total |
| Program Services | 3642390 | ProgramServices |
| Management And General | 1510411 | ManagementAndGeneral |
| Fundraising | 617978 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1134245 | BOY |
| EOY | 1329448 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3453183 | BOY |
| EOY | 3272506 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48917 | BOY |
| EOY | 1117433 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7721 | BOY |
| EOY | 17693 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72473 | BOY |
| EOY | 106888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13600870 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2100075 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11512238 | BOY |
| EOY | 11500795 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941170 | BOY |
| EOY | 1268990 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184281 | BOY |
| EOY | 180995 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17354228 | BOY |
| EOY | 18794748 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289508 | BOY |
| EOY | 502373 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 836647 | BOY |
| EOY | 686727 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5730000 | BOY |
| EOY | 5440000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332852 | BOY |
| EOY | 433636 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7189007 | BOY |
| EOY | 7062736 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9310864 | BOY |
| EOY | 9444943 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104525 | BOY |
| EOY | 1179444 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749832 | BOY |
| EOY | 1107625 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10165221 | BOY |
| EOY | 11732012 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17354228 | BOY |
| EOY | 18794748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 960316 | BeginningOfYearBalance |
| Contributions | 348620 | Contributions |
| Investment Earnings Or Losses | 108559 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2063 | AdministrativeExpenses |
| End Of Year Balance | 1415432 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1013203 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | -176530 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1357 | AdministrativeExpenses |
| End Of Year Balance | 960316 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.78000 | PermanentEndowmentEOYBalance |
| 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 | 1293586 | OtherCostOrOtherBasis |
| Book Value | 1293586 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11525459 | OtherCostOrOtherBasis |
| Depreciation | 1587865 | Depreciation |
| Book Value | 9937594 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 781825 | OtherCostOrOtherBasis |
| Depreciation | 512210 | Depreciation |
| Book Value | 269615 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11500795 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | interest rate swap | Description |
| Amount | $433,636 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 433636 | TotalOfAmounts |
| Total Revenue | 7344686 | TotalRevenue |
| Total Expenses | 5770779 | TotalExpenses |
| Excess Or Deficit For Year | 1573907 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 108203 | NetUnrealizedGLOnInvestments |
| Other | -$115,319 | OtherAmount |
| Total Adjustments | -7116 | TotalAdjustments |
| Excess Or Deficit Per FS | 1566791 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7388961 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 108203 | NetUnrealizedGainsInvestments |
| Other Revenues | -63928 | OtherRevenues |
| Revenue Not Rptd F990 | 44275 | RevenueNotRptdF990 |
| Revenue Subtotal | 7344686 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7344686 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5822170 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 51391 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 51391 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5770779 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5770779 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The income from the endowments is used for teacher/staff professional development and/or for student financial aid. |
| Part XI, Line 8 - Other Adjustments: | Loss on uncollectible promises to give: -14535. change in value of interest rate swap: -100784. | |
| Part XII, Line 2d - Other Adjustments: | change in value of interest rate swap: -100784. loss on uncollectible promises to give: -14535. SPECIAL EVENTS EXPENSE ON PART VIII, LINE 8B: 51391. | |
| Part XIII, Line 2d - Other Adjustments: | special events expense on part viii, line 8b: 51391. | |
| No uncertain tax positions were addressed in the organization's financial statement footnotes. |
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 |
| Pub Via Broadcast Media Expln | We participate in an annual program through PNAIS whereby PNAIS advertises Notices of Nondiscriminatory Policies in major regional publications for those members who choose to participate. Affidavits of Publication can be found online via www.pnais.org; Search for Schools; Notice of Nondiscriminatory Policy as to Students. | PubViaBroadcastMediaExpln |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | auction | NameOfEvent1 |
| Gross Receipts Event1 | 287381 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 268226 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19155 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1826 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 23572 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 451 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 25542 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 287381 | GrossReceiptsTotal |
| Charitable Contributions Total | 268226 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19155 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1826 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 23572 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 451 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 25542 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51391 | DirectExpenseSummaryEvents |
| Net Income Summary | -32236 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilder Dominick | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 167881 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 7938 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9923 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18897 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 214639 | 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 7 | ReturnReference |
| Explanation | the head of school was paid a bonus in June 2010. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washington State Housing Finance Commission | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911874730 | IssuerEIN |
| CUSIP Number | 93978LCD6 | CUSIPNumber |
| Date Issued | 2003-08-05 | DateIssued |
| Issue Price | 6600000 | IssuePrice |
| Description Of Purpose | construction of school | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6600000 | TotalProceeds |
| Issuance Costs From Proceeds | 132000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6468000 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | bank of america | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 95169 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | software licenses | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | an independent accounting firm prepares the form 990. it is reviewed by the cfo, who will review the completed 990 with the board and finance committee prior to filing. |
| Form 990, Part VI, Section B, line 12c | the conflict of interest policy statement is distributed annually to all board trustees and key management. trustees must sign a disclosure statement annually. if any topic arises that a trustee has real or potential conflict of interest, they will recuse themselves from discussions and/or voting if applicable. |
| Form 990, Part VI, Section B, line 15 | The CFO provides Head of School comparative data to the Board President and Treasurer. They make a recommendation to a committee comprised of Board Officers for concurrence. the recommended compensation and the comparable data will then be shared with the entire board. The Head of School considers Business Officer comparative data when making annual compensation decisions for the CFO position. The proposed increase is shared with the Board Officers. |
| Form 990, Part VI, Section C, line 19 | These documents are available to the public upon request. |
| form 990, part xi, line 2c | this process has not changed from the prior year. |