2026-03-04T13:54:16-06:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-09-01 930386804 CATLIN GABEL SCHOOL CATL 5032971894 8825 SW BARNES ROAD PORTLAND OR 972256527 SHARON KEISER CHIEF FINANCIAL OFFICER 5032971894 2026-03-03 1 0 KRISTIN OSORIO P01697746 5032205900 2026-03-03 2024 2025-03-06 01:10:19Z CATLIN GABEL SCHOOL SHARON KEISER 8825 SW BARNES RD PORTLAND OR 97225 60620993 0 X WWW.CATLIN.EDU X 1958 OR CATLIN GABEL FOSTERS COMPASSIONATE AND CURIOUS CITIZENS OF THE WORLD BY INSPIRING IN EVERY STUDENT A LOVE OF LEARNING AND THE COURAGE TO TAKE RESPONSIBLE ACTION. CATLIN GABEL SCHOOL WAS FOUNDED ON THE FOUR PRINCIPLES OF PROGRESSIVE EDUCATION, WHICH REMAIN THE FOUNDATION FOR TEACHING AND LEARNING PREK-12TH GRADE. 29 28 427 550 0 0 4492889 7343479 34097912 35240891 3038909 1704899 1860432 134260 43490142 44423529 5588505 6111319 0 0 23960264 22685430 0 0 1329063 8504407 7949171 38053176 36745920 5436966 7677609 99561962 103483626 21118846 15552299 78443116 87931327 CATLIN GABEL FOSTERS COMPASSIONATE AND CURIOUS CITIZENS OF THE WORLD BY INSPIRING IN EVERY STUDENT A LOVE OF LEARNING AND THE COURAGE TO TAKE RESPONSIBLE ACTION. 0 0 32307559 6111319 35245648 CATLIN GABEL IS A PREK-12 PROGRESSIVE EDUCATION SCHOOL, FOSTERING LIFELONG LEARNING THROUGH PROGRESSIVE EDUCATION. FROM PRESCHOOL TO HIGH SCHOOL, STUDENTS UNCOVER THEIR POTENTIAL THROUGH DISCOVERY AND CONVERSATION, BOTH IN CLASSROOMS AND BEYOND CAMPUS. TEACHERS INSPIRE CURIOSITY, ENCOURAGING STUDENTS TO ASK QUESTIONS, SEEK ANSWERS, ADVOCATE FOR THEMSELVES AND OTHERS, AND PERSEVERE THROUGH CHALLENGES. WITHIN OUR COMMUNITY OF 782 STUDENTS, WE NURTURE THE COURAGE TO EXPLORE AND THE CONFIDENCE TO TACKLE LIFE'S CHALLENGES, PREPARING THEM TO BECOME GLOBAL CITIZENS WHO MAKE A POSITIVE IMPACT ON THE WORLD. 32307559 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 427 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X TARA MOORE 5032971894 8825 SW BARNES RD PORTLAND OR 97225 ALEX HO MEMBER 1.00 X 0 0 0 AMANDA HILL MEMBER 1.00 X 0 0 0 LISA ERICKSEN MEMBER 1.00 X 0 0 0 TYLER GEORGE MEMBER 1.00 X 0 0 0 SUSIE GREENEBAUM MEMBER 1.00 X 0 0 0 MARC HILL TREASURER 1.00 X X 0 0 0 ENEIDA NEMECEK MEMBER 1.00 X 0 0 0 INDIRA NALLAKRISHNAN MEMBER 1.00 X 0 0 0 JAY MAHAJAN MEMBER 1.00 X 0 0 0 JOHN GILLELAND MEMBER 1.00 X 0 0 0 KATE WARREN HALL '93 SECRETARY 1.00 X X 0 0 0 LAURA TREMBLAY MEMBER 1.00 X 0 0 0 MARK HOLLIDAY CHAIR 1.00 X X 0 0 0 MATT ELLIS MEMBER 1.00 X 0 0 0 MAUREEN REED MEMBER 50.00 X 100776 0 6697 JULIET HILLMAN MEMBER 1.00 X 0 0 0 NITESH SHARAN VICE CHAIR 1.00 X X 0 0 0 NKENGE HARMON JOHNSON '93 MEMBER 1.00 X 0 0 0 TIM BAZEMORE HEAD OF SCHOOL 60.00 X X 504333 0 41837 TYLER SILVER MEMBER 1.00 X 0 0 0 ROBIN JANSSEN MEMBER 1.00 X 0 0 0 ROBERT KELLY MEMBER 1.00 X 0 0 0 GRETCHEN KEYS MEMBER 1.00 X 0 0 0 JUNE KIM MEMBER 1.00 X 0 0 0 JOHN KROGER MEMBER 1.00 X 0 0 0 ERIC MANDELL MEMBER 1.00 X 0 0 0 CHRIS PARK MEMBER 1.00 X 0 0 0 JASON ZIDELL MEMBER 1.00 X 0 0 0 KIA SELLEY MEMBER 1.00 X 0 0 0 SHARON KEISER CHIEF FINANCE/OPERATIONS O 50.00 X 242806 0 33477 NICHOLAS ZOSEL-JOHNSON HEAD OF BEGINNING AND LOWER SCHOOL 50.00 X 162445 0 29408 JOE WALSH SENIOR CONTROLLER 50.00 X 162437 0 19282 KAMA BRUCE ASSISTANT HEAD OF SCHOOL 50.00 X 223351 0 29064 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 50.00 X 177976 0 11612 SARA NORDHOFF ASSISTANT HEAD OF ENROLLME 50.00 X 173117 0 11313 1747241 0 182690 31 0 1 0 OPSIS ARCHITECTURE LLP 975 SE MAIN STREET PORTLAND OR 97214 CCAW ARCHITECTURAL SERVICES 1398565 CLEANNET OF THE NORTHWEST 7320 SW HUNZIKER RD 208 PORTLAND OR 972232301 JANITORIAL SERVICES 404370 VSM SPECIALTIES INC 15779 SE JANSIK CT DAMASCUS OR 97089 LS HEAT PUMP REPLACEMENT, MS HVAC REPLAC 213574 REIMERS & JOLIVETTE INC 11450 SW AMU ST TUALATIN OR 97062 MAIN CAMPUS/EAST CAMPUS WINTER STORM DAM 164699 THE STONER ELECTRIC GROUP 1904 SE OCHOCO ST MILWAUKIE OR 97222 LIGHTING/HVAC ELECTRICAL REPAIRS, KILN/P 144486 5 434803 6908676 304866 7343479 TUITION AND FEES 611600 34004056 34004056 AUXILIARY SERVICES 611710 1031878 1031878 OTHER 611710 204957 204957 35240891 879581 879581 16892514 16067196 825318 825318 825318 237162 434803 107659 129503 129503 27366 22609 4757 4757 44423529 35245648 0 1834402 6111319 6111319 837451 208457 408088 220906 16057229 14880989 751341 424899 846440 760562 58374 27504 3856585 3350489 213875 292221 1087725 965117 79039 43569 58651 54533 4118 65282 65282 129201 129201 428776 251110 174995 2671 1462545 1346881 66265 49399 842111 693180 137520 11411 1576310 1535430 29767 11113 18546 3987 9100 5459 26591 2248 24301 42 1463609 1425262 27955 10392 754702 90370 663669 663 MISCELLANEOUS 798264 519505 213502 65257 TRANSPORTATION 164678 161257 2491 930 CAPITAL CAMPAIGN 158509 158509 EQUIPMENT RENT & MAINT. 1396 1396 36745920 32307559 3109298 1329063 142410 128154 22742143 27863438 384056 987969 223137 85269 58579 30371 596889 960130 48232447 18238179 28323554 29994268 7030702 6560962 40060492 36873065 99561962 103483626 2349109 3586383 18704145 11898411 65592 67505 21118846 15552299 X 42511432 46150574 35931684 41780753 78443116 87931327 99561962 103483626 7677609 1810602 0 X X 0 1 X 1 0 X 5197102 5818953 5560672 4492889 7343479 28413095 5197102 5818953 5560672 4492889 7343479 28413095 7258689 21154406 343519 39890 177254 719252 879581 2159496 35259 75601 100682 88402 329504 629448 400000 1776648 2176648 33378687 160321316 0.63380 0.67960 X PART II, SHORT YEAR EXPLANATION: THE CURRENT YEAR IS A SHORT YEAR CONSISTING OF ONLY 10 MONTHS, AS THE SCHOOL CHANGED ITS YEAR-END FROM AUGUST 31ST TO JUNE 30TH EFFECTIVE JUNE 30, 2025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44625031 268264 2741891 1720777 3087413 129201 42697795 40514324 238043 5746716 1708389 165663 44625031 38135050 1167898 3815075 2448307 155392 40514324 46848893 368481 -5666684 3248071 167569 38135050 39244463 492890 8770447 1491803 167104 46848893 0.27710 0.72290 0 0 6077272 6077272 33177031 15786147 17390884 2165590 839322 1326268 6812554 1612710 5199844 29994268 ABSOLUTE RETURN FUNDS 36873065 F 36873065 AGENCY FUNDS 67505 67505 X 40016220 1810602 22609 1833211 38183009 129201 6111319 6240520 44423529 30528009 22609 22609 30505400 129201 6111319 6240520 36745920 PART V, LINE 4: USED FOR ORGANIZATION'S EXEMPT PURPOSES. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE SCHOOL HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 22,609. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,111,319. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 22,609. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,111,319. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DESCRIPTION: SCHOOL MISSION STATEMENT, BOARD OF TRUSTEES STATEMENT, ADMISSION MATERIALS & POLICY, FINANCIAL AID POLICY AND IMPLEMENTATIONS, NEWSPAPER ADS PLACED IN LOCAL NEWSPAPERS AUCTION 671965 434803 237162 51445 56214 671965 434803 237162 51445 56214 107659 129503 1 FINANCIAL AID FOR STUDENT TUITION 173 4208192 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT LAPTOPS 50 21302 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT BOOKS 105 11400 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TRIPS 36 130090 FMV FINANCIAL AID FINANCIAL AID FOR STUDENT TUTORING 28 53561 FMV FINANCIAL AID FINANCIAL AID FOR LUNCHROOM 20 17811 FMV FINANCIAL AID 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 TIM BAZEMORE HEAD OF SCHOOL 504333 0 0 0 0 0 19620 0 22217 0 546170 0 0 0 SHARON KEISER CHIEF FINANCE/OPERATIONS O 242806 0 0 0 0 0 14568 0 18909 0 276283 0 0 0 KAMA BRUCE ASSISTANT HEAD OF SCHOOL 223351 0 0 0 0 0 13401 0 15663 0 252415 0 0 0 NICHOLAS ZOSEL-JOHNSON HEAD OF BEGINNING AND LOWER SCHOOL 162445 0 0 0 0 0 9747 0 19661 0 191853 0 0 0 NICOLE RINETTI-CLAWSON DIRECTOR OF ADVANCEMENT 177976 0 0 0 0 0 10679 0 933 0 189588 0 0 0 SARA NORDHOFF ASSISTANT HEAD OF ENROLLME 173117 0 0 0 0 0 10387 0 926 0 184430 0 0 0 JOE WALSH SENIOR CONTROLLER 162437 0 0 0 0 0 11371 0 7911 0 181719 0 0 0 307685 TUITION REMISSION EMPLOYMENT BENEFIT X 15 304866 0 0 1 PART I, LINE 32B: THE SCHOOL OCCASIONALLY HIRES AUCTION ORGANIZATIONS TO ADVERTISE AND SELL NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION OF THE FORM 990 BY THE SCHOOL'S BUSINESS OFFICE, FORM 990 IS DISTRIBUTED TO THE SCHOOL'S AUDIT COMMITTEE CHAIR, AND OTHERS UPON REQUEST, 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 INTERESTS. IN THE EVENT OF A CONFLICT OF INTEREST, 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 THE HEAD OF SCHOOL WAS PREPARED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE ANNUAL COMPENSATION AGREEMENT WITH OTHER OFFICERS WAS SUPPORTED BY COMPARABLE INDUSTRY DATA AND REVIEWED BY THE BOARD COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.