2011-03-18T11:41:36-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 237014921 EPIPHANY SCHOOL EPIP 2063239011 3611 E DENNY WAY SEATTLE WA 98122 BRIAN JANSSEN 2063239011 2011-03-17 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z X MATT NEELY 3611 E DENNY WAY SEATTLE WA 98122 14366880 0 X WWW.EPIPHANYSCHOOL.ORG X 1969 WA INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROX. 225 CHILDREN FROM THE GREATER SEATTLE AREA. 19 18 73 450 0 0 10448595 1667682 3489952 3778272 -2498517 -117544 119973 91980 11560003 5420390 381801 365668 0 2798931 2909897 30500 195731 1015620 1251690 4196352 4557755 7363651 862635 23836705 27431013 1182395 3160753 22654310 24270260 EPIPHANY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROXIMATELY 225 CHILDREN FROM THE GREATER SEATTLE AREA, IN GRADES PRE-KINDERGARTEN THROUGH FIVE. THE SCHOOL IS LOCATED IN THE MADRONA NEIGHBORHOOD OF SEATTLE. THROUGH INNOVATIVE TEACHING IN A CARING AND TRADITIONAL ENVIRONMENT, EPIPHANY CHALLENGES EVERY CHILD TO BE A CONFIDENT, CURIOUS AND COURAGEOUS LEARNER. 0 0 2877912 3781497 EPIPHANY SCHOOL PROVIDES SCHOOLING FOR 225 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. 14592 82827 THE LEARNING SKILLS PROGRAM AT EPIPHANY, INITIATED IN THE EARLY 1970S, IS ONE OF THE MOST UNIQUE FEATURES OF THE SCHOOL. IN ADDITION TO INTEGRATING THEMSELVES INTO THE KINDERGARTEN THROUGH THIRD 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. 365668 365668 EPIPHANY SCHOOL PROVIDES FINANCIAL ASSISTANCE TO STUDENTS BASED ON NEED AS ASSESSED BY SCHOOL SCHOLASTIC SERVICE - AN INDEPENDENT AID EVALUATION SERVICE. 3258172 1 1 0 0 0 0 0 1 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 9 0 73 1 0 0 0 0 0 1 1 0 0 0 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X BRENDA STONECIPHER 2063239011 3611 E DENNY WAY SEATTLE WA 98122 TINA HELSELL 5.00 X X 0 0 0 CATHARINE JACOBSEN 2.00 X X 0 0 0 NEEN KOENIGSBAUER 2.00 X X 0 0 0 BILL RUCKELSHAUS 2.00 X X 0 0 0 MICHAEL ANDERSON 1.00 X 0 0 0 STAN BATY 1.00 X 0 0 0 BILL CAMPBELL 1.00 X 0 0 0 NANCY CANINO 1.00 X 0 0 0 PHIL CARTER 1.00 X 0 0 0 BETH CLARK 1.00 X 0 0 0 TIM CLARK 1.00 X 0 0 0 JD DELAFIELD 1.00 X 0 0 0 DWAYNE KING 1.00 X 0 0 0 CAROLE KITCHELL 1.00 X 0 0 0 LAURIE LOOTENS CHYZ 1.00 X 0 0 0 SCOTT REDMAN 1.00 X 0 0 0 HUNTER WESSELLS 1.00 X 0 0 0 BRIAN JANSSEN 1.00 X 0 0 0 MARIA DENNY 1.00 X 0 0 0 MATT NEELY 55.00 X 228085 0 22116 JANE STONECIPHER 20.00 X 59353 0 6600 BRENDA STONECIPHER 55.00 X 34499 0 0 321937 0 28716 1 0 1 0 SELLEN CONSTRUCTION INC 227 WESTLAKE AVE N SEATTLE WA 98109 CONSTRUCTION 8402808 MILLER HULL PARTNERSHIP LLC 711 COLUMBIA ST SEATTLE WA 98104 ARCHITECTURE 364016 O'BRIEN BUSINESS GROUP LLC 20529 MAPLEWOOD DR EDMONDS WA 98026 IT CONSULTING 248929 DANA WARREN 500 UNION ST SEATTLE WA 98101 PROJECT MANAGEMENT 208211 4 143661 1524021 484090 1667682 TUITION: PRE K-5 611710 3695445 3695445 TUITION: LRNING SKILLS 611710 82827 82827 3778272 71228 71228 8730629 8736871 182530 -6242 -182530 -188772 -188772 30812 143661 27089 3723 3723 1060 1060 1060 AFTER SCHOOL CARE 624410 84992 84992 LATE FEES/FINES 900099 1424 1424 SCHOOL PHOTO SALES 900099 781 781 87197 5420390 3864324 0 -111616 365668 365668 350653 241218 95016 14419 2023477 1391973 548297 83207 123284 84808 33406 5070 244285 168046 66194 10045 168198 115705 45577 6916 9921 9921 31526 31526 30500 30500 10928 10928 18606 12799 5042 765 57846 39793 15674 2379 61341 61341 290387 272964 14519 2904 1432 1432 49881 49881 345684 324943 17284 3457 14608 13732 730 146 BOOKS AND SUPPLIES 110684 76141 29992 4551 ENVIRNMTL COMPLIANCE 106408 106408 DEVELOPMENT 30302 30302 BAD DEBT 30000 30000 STRATEGIC PLANNING 18378 18378 63758 37728 24960 1070 4557755 3258172 1103852 195731 287878 219837 6746906 2078394 8640079 5469824 18795 82646 31645 472166 17531897 1793709 6733498 15738188 1377904 3317458 0 52500 23836705 27431013 359579 1101932 810816 827706 19115 1200000 12000 12000 1182395 3160753 X 10974371 20227303 10353183 2684559 1326756 1358398 22654310 24270260 23836705 27431013 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1575152 31642 161011 96555 1671250 1913024 7834 -277309 68397 1575152 0.18720 0.81280 0.00000 0 0 1734656 313324 2047980 83750 3163998 1001615 2246133 782041 571204 210837 192752 114391 78361 11111662 149714 106499 11154877 15738188 UNEMPLOYMENT RESERVE 12000 12000 5420390 4557755 862635 160112 116078 276190 1138825 5330912 160112 -365668 -205556 5536468 -116078 -116078 5420390 4192087 0 4192087 365668 365668 4557755 Part IV, Line 2b: EPIPHANY SCHOOL'S AGENCY FUNDS REPRESENT A BANK ACCOUNT THAT THE SCHOOL MAINTAINS FOR THE EPIPHANY PARENTS ASSOCIATION. THE CASH BALANCE IS FOR FUNDS RAISED AND SPENT BY THE PARENTS ASSOCIATION FOR VARIOUS ACTIVITIES THROUGHOUT THE YEAR. Part V, Line 4: Description of Intended Use of Endowment Funds: ENDOWMENT FUNDS ARE USED TO SUPPORT VARIOUS ACTIVITIES AT THE SCHOOL, INCLUDING: LANGUAGE SKILL DEVELOPMENT, FACULTY ENRICHMENT, BUILDINGS & GROUNDS MAINTENANCE, TECHNOLOGY SUPPORT, ARTS, AND FINANCIAL AID. Part XI, Line 8 - Other Adjustments: CHANGE IN PRESENT VALUE DISCOUNT ON PLEDGES RECEIVABLE: 116078. Part XII, Line 2d - Other Adjustments: FINANCIAL AID : -365668. Part XII, Line 4b - Other Adjustments: CHANGE IN PRESENT VALUE DISCOUNT ON PLEDGES RECEIVABLE: -116078. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID : 365668. 1 1 1 IT IS PUBLISHED IN ALL PRINT ADS AND RADIO ADS, IN CONJUNCTION WITH OTHER MEMBERS OF THE PACIFIC NORTHWEST ASSOCIATION FOR INDEPENDENT SCHOOLS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X 1 GAIL INGERSOL RANSOM FUNDRAISING/CAPITAL CAMPAIGN CONSULTANT 0 1262922 30500 1232422 1262922 30500 1232422 WA BRAVO 2010 174473 143661 30812 1700 8087 17302 174473 143661 30812 1700 8087 17302 27089 3723 1 FINANCIAL AID 29 365668 COST FINANCIAL AID TO 29 STUDENTS 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, CONTROLLER, DIRECTOR OF ADMISSIONS & FINANCIAL AID AND AT LEAST ONE REPRESENTATIVE FROM THE BOARD OF DIRECTORS. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MATT NEELY 191275 0 0 0 36810 0 15966 0 6150 0 250201 0 0 0 Part I, Line 1a MATT NEELY, HEAD OF SCHOOL, RECEIVED A HOUSING ALLOWANCE OF $36,810 IN CALENDAR YEAR 2009. HE ALSO HAD A $5,000 DISCRETIONARY FUND TO BE SPENT ON BUSINESS RELATED EXPENDITURES ONLY. THE HOUSING ALLOWANCE WAS INCLUDED IN MATT NEELY'S TAXABLE COMPENSATION; THE DISCRETIONARY FUND WAS NOT INCLUDED AS COMPENSATION. SELLEN CONSTRUCTION INC SEE SCH. O 8402808 SEE SCH. O 0 X 25 518866 COST OR SELLING PRICE 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): STOCK CONTRIBUTIONS ARE REPORTED BASED ON THE NUMBER OF DONATIONS RECEIVED. Third Party Use: Part I, Line 32b: STOCK CONTRIBUTIONS ARE SOLD THROUGH A THIRD PARTY INVESTMENT BROKER. 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 DIRECTORS. 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 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. VOLUNTEERS ALSO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VII, SECTION A JANE STONECIPHER (CFO) AND BRENDA STONECIPHER (CONTROLLER) DO NOT HAVE A FAMILY RELATIONSHIP. SCHEDULE L, PART IV, COLUMNS (B) AND (D) 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.