2011-01-31T12:19:21-06:00 2010-06-30 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2009-07-01 911303536 Open Window School OPEN 4257472911 6128 168th Place SE Bellevue WA 98006 marja ziuzin 4257472911 2011-01-25 1 Ray Holmdahl 2063827777 2011-01-25 2009 2016-02-24 21:20:13Z Jennifer Skorny 6128 168th Place SE Bellevue WA 98006 7406970 0 X www.ows.org X 1985 WA 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. 14 14 87 200 0 0 635823 2230360 4706988 5133134 68236 9649 -21145 -28457 5389902 7344686 0 0 3435525 4004309 0 617978 1432402 1766470 4867927 5770779 521975 1573907 17354228 18794748 7189007 7062736 10165221 11732012 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. 0 0 3642390 5133134 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. 3642390 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 87 1 0 0 0 0 0 1 1 0 0 0 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WA X Marja Ziuzin CFO 4257472911 6128 168th Place SE Bellevue WA 98006 Jennifer Skorny 3.00 X X 0 0 0 William Kennedy 3.00 X X 0 0 0 Yukio Morikubo 3.00 X X 0 0 0 Julie Campbell 3.00 X X 0 0 0 Scott Alderman 3.00 X 0 0 0 Yvonne Clark 3.00 X 0 0 0 Ren Cedar Fuller 3.00 X 0 0 0 Michelle Funk 3.00 X 0 0 0 Leeds Gulick 3.00 X 0 0 0 Lisa Merrill 3.00 X 0 0 0 Brian Rayfield 3.00 X 0 0 0 Kristin Uselman 3.00 X 0 0 0 Cindy Wilson 3.00 X 0 0 0 Kalai Wineland 3.00 X 0 0 0 Marja Ziuzin 40.00 X 89505 0 27163 Wilder Dominick 40.00 X 185819 0 28820 275324 0 55983 1 0 1 0 Community Counselling Service Co LLC 3349 Hwy 138 Bldg C Suite D Wall NJ 07719 Consulting for Capital Campaign 179000 1 268226 1962134 105169 2230360 Tuition 900099 4985928 4985928 Auxiliary Programs 900099 147206 147206 5133134 20542 20542 10893 -10893 -10893 -10893 19155 268226 51391 -32236 -32236 clothing revenue 900099 3028 3028 Library income 900099 490 490 miscellaneous income 900099 261 261 3779 7344686 5133134 0 -18808 334703 213875 105097 15731 2855093 1823993 895204 135896 109723 70113 34453 5157 425640 271983 133652 20005 279150 178377 87653 13120 14760 14760 35530 35530 92611 51171 39135 2305 273896 174991 85915 12990 419131 375335 35246 8550 27315 18028 9287 Fundraising and Develop 397083 397083 Site Management 262383 244016 13119 5248 Classroom Enrichment 160384 160384 Miscellaneous 56339 47146 9193 training and dues 27038 12978 12167 1893 5770779 3642390 1510411 617978 1134245 1329448 3453183 3272506 48917 1117433 7721 17693 72473 106888 13600870 2100075 11512238 11500795 941170 1268990 184281 180995 17354228 18794748 289508 502373 836647 686727 5730000 5440000 332852 433636 7189007 7062736 X 9310864 9444943 104525 1179444 749832 1107625 10165221 11732012 17354228 18794748 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 960316 348620 108559 2063 1415432 1013203 125000 -176530 1357 960316 0.22000 0.78000 0 0 1293586 1293586 11525459 1587865 9937594 781825 512210 269615 11500795 interest rate swap 433636 433636 7344686 5770779 1573907 108203 -115319 -7116 1566791 7388961 108203 -63928 44275 7344686 0 7344686 5822170 51391 51391 5770779 0 5770779 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. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 auction 287381 268226 19155 1826 23572 451 25542 287381 268226 19155 1826 23572 451 25542 51391 -32236 X X X X 0 0 0 0 0 0 0 1 0 Wilder Dominick 167881 0 10000 0 7938 0 9923 0 18897 0 214639 0 0 0 Part I, Line 7 the head of school was paid a bonus in June 2010. Washington State Housing Finance Commission 911874730 93978LCD6 2003-08-05 6600000 construction of school 0 0 6600000 132000 6468000 2004 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 bank of america 7.000000000000 0 0 0 X 16 95169 fair market value X software licenses 2 10000 fair market value 0 1 0 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.