Civic Intelligence

Catlin Gabel School

990 • Fiscal year 2019 • EIN 93-0386804

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 15, 2020

Refreshing map…

8825 SW Barnes RdPortland, OR 97225-6527

(503) 297-1894

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.25x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.59x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$473,959

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

34th percentile

1.1%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$71,228,179

Up $805,180 (+1.1%) from 2018

Net Assets

Up

$53,405,446

Up $660,193 (+1.3%) from 2018

Liabilities

Up

$17,822,733

Up $144,987 (+0.8%) from 2018

Revenue

Up

$30,232,710

Up $3,809,964 (+14%) from 2018

Expenses

Up

$29,092,283

Up $1,464,228 (+5.3%) from 2018

Net Income

Up

$1,140,427

Up $2,345,736 (+195%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $41,187,701Liabilities 2010: $5,439,639Net Assets 2010: $35,748,0622010Assets 2011: $51,208,534Liabilities 2011: $5,518,802Net Assets 2011: $45,689,7322011Assets 2012: $51,550,295Liabilities 2012: $5,559,671Net Assets 2012: $45,990,6242012Assets 2013: $59,341,012Liabilities 2013: $10,781,287Net Assets 2013: $48,559,7252013Assets 2014: $65,756,722Liabilities 2014: $13,436,045Net Assets 2014: $52,320,6772014Assets 2015: $63,538,785Liabilities 2015: $14,043,253Net Assets 2015: $49,495,5322015Assets 2016: $64,893,908Liabilities 2016: $15,279,393Net Assets 2016: $49,614,5152016Assets 2017: $68,361,132Liabilities 2017: $16,453,611Net Assets 2017: $51,907,5212017Assets 2018: $70,422,999Liabilities 2018: $17,677,746Net Assets 2018: $52,745,2532018Assets 2019: $71,228,179Liabilities 2019: $17,822,733Net Assets 2019: $53,405,4462019Assets 2020: $76,733,105Liabilities 2020: $18,032,551Net Assets 2020: $58,700,5542020Assets 2021: $89,722,563Liabilities 2021: $19,488,272Net Assets 2021: $70,234,2912021Assets 2022: $84,016,930Liabilities 2022: $19,654,594Net Assets 2022: $64,362,3362022Assets 2023: $90,690,768Liabilities 2023: $21,078,085Net Assets 2023: $69,612,6832023

Highlighted filing

2019

Assets$71,228,179
Liabilities$17,822,733
Net Assets$53,405,446

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $19,958,2612010Expenses 2011: $20,185,7572011Expenses 2012: $20,869,4772012Revenue 2013: $22,846,669Expenses 2013: $21,776,813Net Income 2013: $1,069,8562013Revenue 2014: $24,168,965Expenses 2014: $23,545,542Net Income 2014: $623,4232014Revenue 2015: $24,322,469Expenses 2015: $24,680,282Net Income 2015: -$357,8132015Revenue 2016: $25,247,324Expenses 2016: $25,661,011Net Income 2016: -$413,6872016Revenue 2017: $25,512,732Expenses 2017: $26,328,092Net Income 2017: -$815,3602017Revenue 2018: $26,422,746Expenses 2018: $27,628,055Net Income 2018: -$1,205,3092018Revenue 2019: $30,232,710Expenses 2019: $29,092,283Net Income 2019: $1,140,4272019Revenue 2020: $30,748,978Expenses 2020: $30,254,491Net Income 2020: $494,4872020Revenue 2021: $34,190,837Expenses 2021: $30,780,806Net Income 2021: $3,410,0312021Revenue 2022: $34,455,336Expenses 2022: $36,278,723Net Income 2022: -$1,823,3872022Revenue 2023: $40,764,388Expenses 2023: $37,115,450Net Income 2023: $3,648,9382023

Highlighted filing

2019

Revenue$30,232,710
Expenses$29,092,283
Net Income$1,140,427
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 15, 2020
Return Version
2018v3.1
Gross Receipts
$36,154,559
Mission and Program Overview

Mission

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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,313,962$27,051,305▲ $5,737,343
Investments Other Securities$24,914,631$22,998,834▼ $1,915,797
Investments in Publicly Traded Securities$14,361,282$15,561,724▲ $1,200,442
Savings and Temporary Cash Investments$7,937,139$4,868,087▼ $3,069,052
Prepaid Expenses and Deferred Charges$273,778$291,785▲ $18,007
Pledges and Grants Receivable$1,401,484$284,089▼ $1,117,395
Inventories for Sale or Use$139,667$105,739▼ $33,928
Accounts Receivable$22,740$53,542▲ $30,802
Cash and Non-Interest-Bearing Accounts$58,316$13,074▼ $45,242
Total Assets$70,422,999$71,228,179▲ $805,180
Liabilities
Deferred Revenue$16,510,326$16,483,994▼ $26,332
Accounts Payable and Accrued Expenses$1,128,417$1,293,631▲ $165,214
Other Liabilities$39,003$45,108▲ $6,105
Total Liabilities$17,677,746$17,822,733▲ $144,987
Net Assets / Fund Balance
Unrestricted Net Assets$30,187,908$31,660,051▲ $1,472,143
Temporarily Rstr Net Assets$6,082,567$21,745,395▲ $15,662,828
Permanently Rstr Net Assets$16,474,778$0▼ $16,474,778
Total Net Assets Fund Balance$52,745,253$53,405,446▲ $660,193
Total Liabilities and Net Assets / Fund Balance$70,422,999$71,228,179▲ $805,180

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,885,820$18,701,277$35,587,097
Land$6,077,272-$6,077,272
Equipment$753,298$4,398,219$5,151,517
Other Land Buildings$3,334,915$145,273$3,480,188
Other Securities$22,998,834--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$36,943,684$64,490▼ $72,827-$35,401,130
2017$35,644,073$164,691▲ $2,602,534-$36,943,684
2016$33,022,799$101,478▲ $3,972,935-$35,644,073
2015$32,673,365$315,834▲ $1,420,863-$33,022,799
2014$34,702,397$287,554▼ $1,072,896-$32,673,365
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim BazemoreHead of SchoolFT$417,333$56,626$473,959
Terry MurphyChief Financial OfficerFT$177,628$32,425$210,053
Vicki SwartzHead of Lower SchoolFT$181,960$20,709$202,669
Barbara OstosHead of Middle SchoolFT$150,550$34,781$185,331
Aline Garcia RubioHead of Upper SchoolFT$132,166$16,888$149,054
Sara NordhoffDirector of Enrollment ManagmentFT$132,211$9,713$141,924
David WhitsonPalma Scholars Program DirectorFT$124,792$16,286$141,078
Isaac EnloeMember-$87,706$22,256$109,962

Highest Paid Contractors

ContractorServicesLocationCompensation
MahlumMaster Plan1231 NW HOYT ST, Portland, OR 97209$259,215
Angeles Investment AdvisorsInvestment Advisory Services429 SANTA MONICA BLVD, Santa Monica, CA 90401$151,183
Intelligentia Consulting LLCCampaign Consulting11334 SW AVENTINE CIRCUS, Portland, OR 97219$109,375
Revenue and Support

Revenue Composition

Contributions and Grants
$4,448,164
Program Service Revenue
$25,181,847
Investment Income
$405,379
Other Revenue
$197,320
All Other Contributions
$4,076,117
Change in Net Assets
$1,140,427

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded22$1,045,210
Total Noncash Contributions22$1,045,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,877,612
Revenue Not Reported on Financial Statements
$3,355,098
Revenue Not Reported on Form 990
$-410,079
Other Revenue Adjustments
$3,205,286
Total Revenue per Audited Statements
$26,467,533
Total Revenue per Form 990
$30,232,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,567,044
Other Expenses$6,221,116
Grants and Similar Amounts Paid$3,304,123
Total Fundraising Expense$1,012,318
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,946,963$1,281,494$456,895$13,685,352
Other Employee Benefits$2,917,422$274,223$147,987$3,339,632
Grants to Domestic Individuals$3,304,123--$3,304,123
Depreciation Depletion$1,259,762$25,189$9,188$1,294,139
Office Expenses$1,055,945$105,187$46,731$1,207,863
Payroll Taxes$830,070$108,385$38,551$977,006
Current Officers, Directors, Trustees, and Key Employees$339,469$350,668$120,527$810,664
Occupancy$743,986$14,617$5,457$764,060
Pension Plan Contributions$659,043$70,265$25,082$754,390
Information Technology$574,377$123,942-$698,319
Insurance$18,220$225,190$134$243,544
Fees for Services Other$82,538$95,579$464$178,581
Fees for Services Legal$26,951$138,726$198$165,875
Fees for Service Investment Mgmnt Fees-$149,812-$149,812
Other Expenses$128,786$26,540$110,224$110,224
Travel$63,738$33,938$1,928$99,604
Fees for Services Accounting-$60,217-$60,217
Conferences and Meetings$1,638$36,836$5,497$43,971
Total Functional Expenses$24,834,958$3,245,007$1,012,318$29,092,283

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,092,283
Total Expenses per Audited Statements$25,807,340
Expenses per Audited Statements$25,737,185
Expenses Not Reported on Financial Statements$3,355,098
Other Expense Adjustments$3,205,286
Expenses Not Reported on Form 990$70,155
International Activity

International Summary

Offices
0
Employees
0
Spending
$35,188

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServiceStudy Abroad00$25,550
Middle East and North AfricaProgram ServicesStudy Abroad00$5,800
East Asia and the PacificProgram ServicesStudy Abroad00$2,720
Central America and the CaribbeanProgram ServicesStudy Abroad00$1,118
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$331,613
Fundraising Direct Expenses$135,927
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$703,660$331,613$74,263$257,350
Total Events$703,660$331,613$135,927$195,686
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$45,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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

Filing and Contact Details

Filer

Filer Name
The Catlin Gabel School
EIN
93-0386804
Phone
5032971894
Address
8825 SW BARNES RD, PORTLAND, OR 97225-6527

Signing Officer

Name
Terry Murphy
Title
Chief Financial Officer
Phone
5032971894
Signed
2020-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Murphy
Formed
1958
Legal Domicile
Or
Voting Board Members
24
Independent Board Members
22
Employees
450
Volunteers
300

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

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 70,155.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 3,205,286.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

COST OF SALES 70,155.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

FINANCIAL AID 3,205,286.

Raw XML AppendixShowing 400 of 973 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0CATLIN 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.
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt056626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2422256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2532425
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2634781
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt279713
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2816286
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2916888
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3020709
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM BAZEMORE
IRS990/Form990PartVIISectionAGrp/PersonNm1DERRICK BUTLER MD '86
IRS990/Form990PartVIISectionAGrp/PersonNm2JORGE CASIMIRO
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG DUFAULT
IRS990/Form990PartVIISectionAGrp/PersonNm4BART EBERWEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LISA ERICKSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6ARAH ERICKSEN '87
IRS990/Form990PartVIISectionAGrp/PersonNm7DAMIEN GETER
IRS990/Form990PartVIISectionAGrp/PersonNm8KATE WARREN HALL '93
IRS990/Form990PartVIISectionAGrp/PersonNm9NKENGE HARMON JOHNSON '93
IRS990/Form990PartVIISectionAGrp/PersonNm10ALEX HO
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK HOLLIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN KROGER
IRS990/Form990PartVIISectionAGrp/PersonNm13TINA LAM
IRS990/Form990PartVIISectionAGrp/PersonNm14INDIRA NALLAKRISHNAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MARISA NATARAJAN '19
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICK O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm17PUNIT RENJEN
IRS990/Form990PartVIISectionAGrp/PersonNm18ERIC ROSENFELD '83
IRS990/Form990PartVIISectionAGrp/PersonNm19TYLER SILVER
IRS990/Form990PartVIISectionAGrp/PersonNm20ELIZABETH STEINER HAYWARD
IRS990/Form990PartVIISectionAGrp/PersonNm21AMELIA TEMPLETON '02
IRS990/Form990PartVIISectionAGrp/PersonNm22AZIN VAN ALEBEEK
IRS990/Form990PartVIISectionAGrp/PersonNm23KATIE WISDON WEINSTEIN '86
IRS990/Form990PartVIISectionAGrp/PersonNm24ISAAC ENLOE
IRS990/Form990PartVIISectionAGrp/PersonNm25TERRY MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm26BARBARA OSTOS
IRS990/Form990PartVIISectionAGrp/PersonNm27SARA NORDHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm28DAVID WHITSON
IRS990/Form990PartVIISectionAGrp/PersonNm29ALINE GARCIA RUBIO
IRS990/Form990PartVIISectionAGrp/PersonNm30VICKI SWARTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0417333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2487706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25177628
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26150550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27132211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28124792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29132166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30181960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMEBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD TRESURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26HEAD OF MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF ENROLLMENT MANAGMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28PALMA SCHOLARS PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29HEAD OF UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt30HEAD OF LOWER SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0372047
IRS990/FundraisingDirectExpensesAmt0135927
IRS990/FundraisingGrossIncomeAmt0331613
IRS990/GainOrLossGrp/OtherAmt0-21451
IRS990/GainOrLossGrp/SecuritiesAmt0-30135
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt03304123
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03304123
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03304123
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/OtherAmt015417
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05648764
IRS990/GrossReceiptsAmt036154559
IRS990/GrossSalesOfInventoryAmt071789
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0123942
IRS990/InformationTechnologyGrp/ProgramServicesAmt0574377
IRS990/InformationTechnologyGrp/TotalAmt0698319
IRS990/InsuranceGrp/FundraisingAmt0134
IRS990/InsuranceGrp/ManagementAndGeneralAmt0225190
IRS990/InsuranceGrp/ProgramServicesAmt018220
IRS990/InsuranceGrp/TotalAmt0243544
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0139667
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0105739
IRS990/InvestmentIncomeGrp/ExclusionAmt0456965
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0456965
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt024914631
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt022998834
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014361282
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015561724
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023244769
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021313962
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027051305
IRS990/LandBldgEquipCostOrOtherBssAmt050296074
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt036868
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05678899
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$90.7$21.1$69.6$40.8$37.1$3.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.0$19.7$64.4$34.5$36.3$1.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.7$19.5$70.2$34.2$30.8$3.41
2020Summary only. Only limited summary data is available for this year.$76.7$18.0$58.7$30.7$30.3$0.49
2019Detailed filing. Detailed filing data is available for this year.$71.2$17.8$53.4$30.2$29.1$1.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.4$17.7$52.7$26.4$27.6$1.21
2017Summary only. Only limited summary data is available for this year.$68.4$16.5$51.9$25.5$26.3$0.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.9$15.3$49.6$25.2$25.7$0.41
2015Detailed filing. Detailed filing data is available for this year.$63.5$14.0$49.5$24.3$24.7$0.36
2014Detailed filing. Detailed filing data is available for this year.$65.8$13.4$52.3$24.2$23.5$0.62
2013Summary only. Only limited summary data is available for this year.$59.3$10.8$48.6$22.8$21.8$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$5.56$46.0$20.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$5.52$45.7$20.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$5.44$35.7$20.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $50M-$100M nonprofits