2011-02-15T11:09:30-06:00 2010-06-30 Hoffman Stewart & Schmidt PC 4900 Meadows Road Ste 200 Lake Oswego OR 970353295 990 2009-07-01 930386804 The Catlin Gabel School CATL 5032971894 8825 SW Barnes Rd Portland OR 972256527 Theresa Long 5032971894 2011-02-14 1 Todd D Massinger 5032205900 2009 2016-02-24 21:20:13Z Lark Palma 8825 SW Barnes Rd Portland OR 97225 20190087 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. 27 25 385 660 0 0 2854752 1490305 15711002 16116914 697940 496770 359111 310620 19622805 18414609 1648968 2218599 0 13334194 13307072 0 618398 4202158 4432590 19185320 19958261 437485 -1543652 41075054 41187701 5353787 5439639 35721267 35748062 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 15611223 2218599 16116914 The Catlin Gabel School serves over 700 students, grades preschool through 12. 15611223 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 22 1 1 385 1 0 0 0 0 0 1 1 1 1 0 0 1 27 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X Theresa Long 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 X 0 0 0 Hope Boyd X 0 0 0 Stuart Ellis X 0 0 0 Zalika Milton Gardner 40.00 X 56588 0 15605 Albert Glowasky X 0 0 0 Alix Meier Goodman X 0 0 0 Clare Hamill X 0 0 0 Elizabeth Steiner Hayward X 0 0 0 Dave Jubb X 0 0 0 Rick Koe X 0 0 0 Cindy Mulflur X 0 0 0 Terry Murphy X 0 0 0 Peter Olson X 0 0 0 Laura Rose-Lewis X 0 0 0 Warren Rosenfeld X 0 0 0 Tom Shipley X 0 0 0 Jim Spencer X 0 0 0 Peter Steinberger X 0 0 0 Don Vollum X 0 0 0 Kaycee Wiita X 0 0 0 Marcus Hutchins X 0 0 0 Kayla Reich X 0 0 0 Max Semler X 0 0 0 Lark Palma 60.00 X 280000 0 25190 Theresa Long 50.00 X 123624 0 14769 Emily Becker 50.00 X 109837 0 10556 Vicki Roscoe 50.00 X 106757 0 10215 Michael Heath 50.00 X 103525 0 19038 780331 0 95373 5 0 1 0 Walsh Construction Co 2905 SW First Avenue Portland OR 97201 Construction on buildings 155597 Reimers & Jolivette Inc 2344 NW 24th Avenue Portland OR 97210 Building Contractor 109138 2 37680 1452625 168331 1490305 Tuition and fees 611600 15281755 15281755 Auxiliary services 611710 835159 835159 16116914 494895 494895 1414849 1875 1414849 0 1875 1875 1875 431967 37680 231274 200693 200693 143138 129355 13783 13783 Other 611710 96144 96144 96144 18414609 16213058 0 711246 2218599 2218599 444893 444893 9356942 7124376 1864883 367683 530016 403665 105348 21003 2301627 1729317 516380 55930 673594 491287 156892 25415 94309 94309 7438 7438 36641 36641 142395 7513 79044 55838 930010 783419 103610 42981 218410 213704 4160 546 430123 417664 9072 3387 22093 8160 13043 890 12385 7629 4756 2510 2510 1232330 1197634 25264 9432 136207 25394 110621 192 Miscellaneous 790070 740906 46360 2804 Equipment rent & maint. 168450 163660 3488 1302 Printing & publications 101259 5006 74590 21663 Transportation 79085 74406 4178 501 Telephone 28875 4003 20797 4075 19958261 15611223 3728640 618398 230659 1049930 1093228 1096943 1384844 785531 243860 221581 207794 181125 149231 194849 33273256 14186684 20672537 19086572 13901999 15375715 3190902 3195455 41075054 41187701 1749102 1732684 3533030 3665821 71655 41134 5353787 5439639 X 16621185 17482404 11684171 10694125 7415911 7571533 35721267 35748062 41075054 41187701 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17266208 167992 2002996 682892 96763 18657541 21882086 504252 -4072336 954242 93552 17266208 0.59000 0.41000 0 0 989355 989355 27444524 10399883 17044641 4547801 3705159 842642 291576 81642 209934 19086572 Absolute return funds 3195455 F 3195455 Agency funds 41134 41134 18414609 19958261 -1543652 1530697 39750 1570447 26795 18013576 1530697 39750 129355 1699802 16313774 2100835 2100835 18414609 17986781 129355 129355 17857426 2100835 2100835 19958261 Part V, Line 4: Description of Intended Use of Endowment Funds: Used for organization's exempt purposes. Part XII, Line 2d - Other Adjustments: Cost of sales: 129355. Part XII, Line 4b - Other Adjustments: Grants to individuals in US and Outside US: 2100835. Part XIII, Line 2d - Other Adjustments: Cost of sales: 129355. Part XIII, Line 4b - Other Adjustments: grants to individuals in US and Outside US: 2100835. 1 1 1 Description: School mission statement, Board of Trustees statement, admission materials & policy, financial aid policy and implementations, newspaper ads placed in local newspapers 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Rummage Sale 275540 275540 25087 826 91281 Auction 194107 37680 156427 34232 12961 66887 469647 37680 431967 59319 826 12961 158168 231274 200693 17810 10000 0 17810 10000 10000 7810 OR 1 0 0 0 1.00000 Lauren Dully Hubbard 8825 SW Barnes Road Portland OR 97225 0 Lauren Dully Hubbard 52000 Auction and Development Associate - responsible for the School's Auction, as well as assist in other fundraising activities. X 0 1 Financial aid for student tuition 148 2048350 FMV Scholarship Financial aid for student laptops 19 25561 FMV Scholarship Financial aid for student books 71 33944 FMV Scholarship FINANCIAL AID FOR STUDENT TRIPS 63 22044 fmv Scholarship Financial aid for student tutoring 30 30615 fmv Scholarship Financial Aid for testing 8 5600 FMV SCHOLARSHIP TUITION DISCOUNTS 3 52485 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 0 0 0 0 0 0 0 0 0 Lark Palma 280000 0 0 0 0 0 16800 0 8390 0 305190 0 0 0 X 32813 Fair market value X 2700 Fair market value X 31 116653 Market value X 10 6650 Fair market value X Various other 11 9515 Fair market value 1 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 Form 990, Part XI, Line 2C There has been no change in the process from the prior year regarding the oversight of the organization's audited financial statements or the selection process of the independent accountants' that audit the financial statements of the organization.