2011-04-28T13:53:58-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 910974344 UNIVERSITY PREPARATORY ACADEMY UNIV 2068321107 8000 25TH AVENUE NE SEATTLE WA 98115 SUSAN LANSVERK 2068321107 2010-04-26 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z ERICA HAMLIN 8000 25TH AVENUE NE SEATTLE WA 98115 16649252 0 X WWW.UNIVERSITYPREP.ORG X 1976 WA INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 483 STUDENTS GRADES 6 THRU 12 SINCE 1976. 21 17 192 100 0 0 1119307 3808432 12000715 12481753 184868 124522 -21116 1188 13283774 16415895 1553735 1706510 0 7898796 8327686 0 563071 3495497 3569929 12948028 13604125 335746 2811770 36456555 40292841 11448784 11983000 25007771 28309841 UNIVERSITY PREPARATORY ACADEMY IS COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 0 0 11449475 1706510 12481753 INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 483 STUDENTS GRADES 6 THRU 12 SINCE 1976. ACCREDITED WITH PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE STATE OF WASHINGTON. COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 11449475 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 32 0 1 192 1 0 0 0 0 0 1 1 0 0 0 21 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 WA X SUSAN LANSVERK 2068321103 8000 25TH AVENUE NE SEATTLE WA 98115 ERICA HAMLIN 40.00 X X 261625 0 23540 KATIE DRISCOLL 2.00 X X 0 0 0 KAREN SIMMONDS 2.00 X X 0 0 0 BOB LIPMAN 2.00 X X 0 0 0 MIKAL THOMSEN 5.00 X X 0 0 0 JULIA CALHOUN 2.00 X 0 0 0 WATSON BLAIR 2.00 X 0 0 0 LAURA MIDGLEY 2.00 X 0 0 0 LIZ CAUSBY-MILES 2.00 X 0 0 0 TERRY FROGGATT 2.00 X 558 0 0 ARUNDHATI CHANDORKAR 2.00 X 0 0 0 BILL GOLDBERG 2.00 X 0 0 0 MARY HARRELSON 2.00 X 0 0 0 ROB JOHNSON 2.00 X 0 0 0 PERIS JOYNER 2.00 X 0 0 0 MICHAEL KELLY 2.00 X 0 0 0 PAT LANDY 35.00 X 57523 0 10699 BOB DAVIDSON 2.00 X 0 0 0 LAWRENCE DICKEY 2.00 X 0 0 0 TY TALBOT 40.00 X 58600 0 10584 MARY STEVENS 2.00 X 0 0 0 TERRI OLSON MILLER 2.00 X 0 0 0 MICHAEL GEARIN 2.00 X 0 0 0 SUSAN LANSVERK 40.00 X 140664 0 16312 KEN JAFFE 40.00 X 128719 0 15750 STEVE KEPHER 40.00 X 111333 0 14320 759022 0 91205 4 0 1 0 SKANSKA USA BUILDING 221 YALE AVENUE NORTH SUITE 400 SEATTLE WA 98109 CONSTRUCTION CONTRACTOR 220770 LAKESIDE SCHOOL 14505 1ST AVE NE SEATTLE WA 98125 TRANSPORTATION 120451 2 231937 3576495 240405 3808432 TUITION AND FEES 900099 12481753 12481753 12481753 124522 124522 47931 46686 1245 1245 1245 177114 231937 185471 -8357 -8357 9500 1200 8300 8300 16415895 12481753 0 125710 1706510 1706510 607977 495718 87118 25141 6223922 5074713 891838 257371 340687 277781 48818 14088 603192 491816 86433 24943 551908 450001 79084 22823 6454 6454 44577 44577 22844 22844 48209 40688 5062 2459 1088816 960516 50511 77789 747075 630531 78443 38101 5930 4050 1825 55 90409 71750 15381 3278 100179 84551 10519 5109 1054006 889581 110671 53754 BUS PASSES 122044 122044 STUDENT ACTIVITIES 77901 77901 DUES 49865 30305 17945 1615 BAD DEBT EXPENSE 44866 10000 34866 AWARDS 36002 20555 13768 1679 30752 10464 20288 13604125 11449475 1591579 563071 4705497 5949748 1164829 1115733 1653022 2375432 153378 172286 29850289 8961668 20777713 20888621 6742054 8282732 181310 171634 1078752 1336655 36456555 40292841 760886 1074578 3793194 3982236 6000000 5800000 426128 365253 468576 760933 11448784 11983000 X 17633620 18847734 1605924 3656153 5768227 5805954 25007771 28309841 36456555 40292841 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4499538 423914 395606 5319058 5396229 394261 -1094082 120595 76275 4499538 0.10000 0.90000 0 0 329072 329072 5734702 2353241 3381461 227563 186441 41122 2196560 1474977 721583 21362392 4947009 16415383 20888621 DEFERRED POST RETIREMENT BENEFITS 503030 RETIREMENT ANNUITY PAYABLE 257903 760933 16415895 13604125 2811770 490300 490300 3302070 15293028 490300 -1706510 -1216210 16509238 -93343 -93343 16415895 11990958 93343 93343 11897615 1706510 1706510 13604125 Part V, Line 4: Description of Intended Use of Endowment Funds: ORGANIZATION HAS APPROXIMATELY 22 FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FUNDS ARE USED ACCORDING TO THE ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENTS HAVE SPECIFIC PURPOSES THEY WERE GIVEN FOR BY DONORS: FINANCIAL AID, PROFESSIONAL DEVELOPMENT, AND UNRESTRICTED USE AMONGST OTHERS. THE UNRESTRICTED FUNDS SUPPORT THE GENERAL OPERATING BUDGET. OUR CAMPAIGN FOR ENDOWMENT GAVE DONORS THE ABILITY TO GIVE TO UNRESTRICTED USE, FINANCIAL AID, PROFESSIONAL DEVELOPMENT, FACULTY SALARY SUPPORT, AND INTERNATIONAL EDUCATION. Part XII, Line 2d - Other Adjustments: FINANCIAL AID: -1706510. Part XII, Line 4b - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: -46657. RENTAL EXPENSE: -46686. Part XIII, Line 2d - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: 46657. RENT EXPENSE: 46686. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID: 1706510. 1 1 1 WE JOIN WITH OTHER SCHOOLS ACCREDITED BY THE PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS TO ADVERTISE ANNUALLY OUR NONDISCRIMINATORY POLICY IN THE MEDIA FOR THE COMMUNITY WE SERVE. UNIVERSITY PREPARATORY ACADEMY IS SPECIFICALLY LISTED IN THESE ADVERTISEMENTS. 1 1 1 1 0 0 0 1 0 0 0 0 SCHOLARSHIPS AND FINANCIAL ASSISTANCE BASED ON RACE ARE DESIGNED TO PROMOTE THE SCHOOL'S RACIAL DIVERSITY. 0 0 1 SOUTH AMERICA PROGRAM SERVICE GLOBAL EDUCATION 3758 EAST ASIA AND THE PACIFIC PROGRAM SERVICE GLOBAL EDUCATION 13945 SOUTH ASIA PROGRAM SERVICE GLOBAL EDUCATION 3799 0 0 21502 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: FUNDS ARE USED FOR OUR GLOBAL EDUCATION TRIPS OUTSIDE THE U.S. THE FUNDS ARE USED FOR HOUSING, FOOD, AND PROGRAM EXPENSES DURING THE TRIPS. ANNUAL AUCTION 409051 231937 177114 32731 152740 409051 231937 177114 32731 152740 185471 -8357 1 FINANCIAL AID 85 1651000 BOOK INCLUDES TUITION, TEXTBOOKS, TRANSPORTATION AND LUNCH EXCHANGE STUDENTS 3 50510 BOOK TUITION FOR 3 FOREIGN EXCHANGE STUDENTS WELGAN SCHOLARSHIP 1 5000 BOOK TUITION ASSISTANCE Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE ASSOCIATE DIRECTOR OF FINANCIAL AID PROCESSES APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES THE RECOMMENDED AWARDS. APPROVED AWARDS ARE REFLECTED ON CONTRACTS THAT ARE SIGNED BY PARENTS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ERICA HAMLIN 230625 0 20000 0 11000 0 17150 0 6390 0 285165 0 0 0 SUSAN LANSVERK 140664 0 0 0 0 0 9922 0 6390 0 156976 0 0 0 Part I, Line 1a ERICA HAMLIN RECEIVED $5,000 AS HOUSING ALLOWANCE AND $6,000 AS CAR ALLOWANCE. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION. THE DISCRETIONARY SPENDING ACCOUNT IS FOR SCHOOL RELATED EXPENSES AND RECEIPTS ARE PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. SHAUNA LARSON FAMILY MEMBER OF TRUSTEE JULIA CALHOUN 18619 INTERNSHIP 0 X 1 100391 FAIR MARKET VALUE X AUCTION ITEMS 278 140014 COST OR SELLING PRICE 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. Form 990, Part VI, Section B, line 11 THE FINANCE AND EXECUTIVE COMMITTEES REVIEW AND APPROVE THE FORM 990. Form 990, Part VI, Section B, line 12c A CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH TRUSTEE EACH YEAR. THEY ARE REVIEWED TO DETERMINE IF ANY CONFLICTS ARE INDICATED. THE PRESIDENT OF THE BOARD WOULD REVIEW ANY CONFLICTS THAT ARE DISCLOSED. IF A CONFLICT IS FOUND, THE TRUSTEE WOULD RECUSE THEMSELF FROM VOTING ON OR DISCUSSING THE MATTER. Form 990, Part VI, Section B, line 15 THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THROUGH A THOROUGH PROCESS OF REVIEWING PERFORMANCE AND COMPARABLE COMPENSATION DATA FROM PEER SCHOOLS COLLECTED FROM AN INDEPENDENT SOURCE. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2008. THE DIRECTOR OF FINANCE'S COMPENSATION IS ESTABLISHED BY THE HEAD OF SCHOOL USING THE SAME PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2009. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART I, LINE 6 VOLUNTEERS ORGANIZE THE ANNUAL AUCTION, SERVE ON COMMITTEES/BOARD AND PARENT COUNCIL ACTIVITIES. PART VII SOME OF THE TRUSTEES ARE ALSO TEACHERS FOR THE ORGANIZATION AND RECEIVE COMPENSATION FOR THEIR SERVICES AS TEACHERS ONLY. THE HEAD OF THE SCHOOL AND DIRECTOR OF FINANCE ARE CONSIDERED OFFICERS AND RECEIVE COMPENSATION FOR THEIR SERVICES AS CEO AND CFO. COMPENSATED INDIVIDUALS RECUSE THEMSELVES FROM DISCUSSING AND VOTING ON CERTAIN MATTERS PER THE BY-LAWS.