LAKESIDE SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAKESIDE SCHOOL (EIN 91-0564971)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201733179349305903
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:25:44-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910564971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESIDE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 2063683610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVE NE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BIRAGE TANDON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2063683610 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 12:19:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B64700B9139FBB4E95586780E5983F7B4050D9C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A2C0E52881784CA74C2BDFBEF5A9E0E53B0D81E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BERNIE NOE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVE NE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,443,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKESIDESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE STUDENTS IN GRADES 5-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 511 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,731,023 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,107,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,558,050 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,629,340 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,538,451 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,216,054 | CYInvestmentIncomeAmt |
| PY Other Revenue | $363,046 | PYOtherRevenueAmt |
| CY Other Revenue | $306,894 | CYOtherRevenueAmt |
| PY Total Revenue | $37,190,570 | PYTotalRevenueAmt |
| CY Total Revenue | $42,259,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,557,127 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,596,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,513,441 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,886,765 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $804,152 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,069,644 | PYOtherExpensesAmt |
| CY Other Expenses | $10,650,040 | CYOtherExpensesAmt |
| PY Total Expenses | $40,140,212 | PYTotalExpensesAmt |
| CY Total Expenses | $40,133,538 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,949,642 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,125,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,342,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,244,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,859,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,754,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $272,482,222 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $298,489,751 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LAKESIDE SCHOOL IS TO DEVELOP IN INTELLECTUALLY CAPABLE YOUNG PEOPLE THE CREATIVE MINDS, HEALTHY BODIES, AND ETHICAL SPIRITS NEEDED TO CONTRIBUTE WISDOM, COMPASSION, AND LEADERSHIP TO A GLOBAL SOCIETY. WE PROVIDE A RIGOROUS, DYNAMIC ACADEMIC PROGRAM THROUGH WHICH EFFECTIVE EDUCATORS LEAD STUDENTS TO TAKE RESPONSIBILITY FOR LEARNING. WE ARE COMMITTED TO SUSTAINING A SCHOOL IN WHICH INDIVIDUALS REPRESENTING DIVERSE CULTURES AND EXPERIENCES INSTRUCT ONE ANOTHER IN THE MEANING AND VALUE OF COMMUNITY AND IN THE JOY AND IMPORTANCE OF LIFELONG LEARNING. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,927,979 | ExpenseAmt |
| Grant | $6,596,733 | GrantAmt |
| Revenue | $28,110,257 | RevenueAmt |
| Desc | LAKESIDE SCHOOL CONTINUES ITS FOCUS ON CORE ELEMENTS OF ITS MISSION: ACADEMIC EXCELLENCE, DIVERSITY, AND GLOBAL EDUCATION. THE SIGNIFICANT ONGOING PROGRAMS FOR THE 2016-2017 SCHOOL YEAR INCLUDED THE FOLLOWING:- A MAJOR REVIEW OF THE CURRICULUM INCLUDING A THREE YEAR INITIATIVE IN WHICH TEACHERS AND DEPARTMENT HEADS WILL WORK WITH ADMINISTRATORS, PARENTS AND GUARDIANS, AND STUDENTS TO REVIEW WHAT WE ARE TEACHING AND WHY. DEPARTMENTS WITH OVERSIGHT FROM SCHOOL LEADERSHIP AND BOARD OF TRUSTEES WILL MAKE CHANGES TO THE CURRICULUM DEEMED NECESSARY TO CONTINUE TO OFFERING A LEADING EDGE EDUCATION FOR THE 21ST CENTURY. - A RICH ARRAY OF SUMMER ACADEMIC COURSES AND ATHLETIC CAMPS AS WELL AS THE LAKESIDE EXPERIENTIAL EDUCATIONAL PROGRAM (LEEP), WHICH SERVES INCOMING 9TH GRADERS IN THE SEATTLE PUBLIC SCHOOLS TO PROVIDE GREATER ACCESS TO LAKESIDE'S CAMPUS AND OPPORTUNITIES.- INCREASED DIVERSITY OF THE SCHOOL'S STUDENT BODY AND EMPLOYEES. LAKESIDE NOW HAS 31% OF STUDENTS ON AID; 52 % STUDENTS OF COLOR; AND 23% EMPLOYEES OF COLOR.- COMPLETION OF A FACILITIES MASTER PLANNING EFFORT AND THE LAUNCH OF A PERFORMING ARTS INITIATIVE, WHICH IS FOCUSED ON BOTH FACILITIES AND PROGRAM ENHANCEMENTS IN THE AREAS OF MUSIC, DRAMA, AND CHOIR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,853,094 | ExpenseAmt |
| Revenue | $1,519,083 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - LAKESIDE'S FOOD SERVICE FOCUSES ON SERVING STUDENTS AND STAFF HEALTHY FOOD AND BEVERAGE OPTIONS FOR BREAKFAST, LUNCH, AND SNACKS.ETHNICALLY DIVERSE FOOD CHOICES ARE OFTEN OFFERED AT LUNCH TO SUPPORT THE GLOBAL INITIATIVE.TO SUPPORT TOOLS FOR LEARNING, LAKESIDE SELLS TO ITS STUDENTS LAPTOP COMPUTERS AND E-LEARNING MATERIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,781,073 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 511 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRAGE TANDON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063683610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVE NE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| NATASHA SMITH JONES | |||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THEILINE CRAMER | |||||||||
| PAST CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BERTRAND VALDMAN | |||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN SUNDBORG | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK KLEBANOFF | |||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH BARTON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY BENCH | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN BEST | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HELSELL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN HOGAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LARSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONA LEE LOCKE | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRYSTAL ONDO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER POLSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NAN ROBERTSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREY CRUTCHER SMITH | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD TAYLOR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VICTOR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WILEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNIE NOE | |||||||||
| HEAD OF SCHOOL | 70.00 | 0.00 | Yes (X) | $507,025 | $0 | $116,365 | |||
| BIRAGE TANDON | |||||||||
| CHIEF FINANCIAL OFFICER | 65.00 | 0.00 | Yes (X) | $239,455 | $0 | $26,170 | |||
| ALEXANDRA CALLEN | |||||||||
| DIRECTOR UPPER SCHOOL | 60.00 | 0.00 | $289,988 | $0 | $24,113 | Yes (X) | |||
| ELAINE CHRISTENSEN | |||||||||
| DIRECTOR MIDDLE SCHOOL | 60.00 | 0.00 | $177,893 | $0 | $21,764 | Yes (X) | |||
| DAIGA GALINS | |||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 0.00 | $195,982 | $0 | $23,397 | Yes (X) | |||
| BOOTH KYLE | |||||||||
| ASSOCIATE DIRECTOR / DIR. ADMISSIONS | 65.00 | 0.00 | $258,663 | $0 | $22,811 | Yes (X) | |||
| THOMAS RONA | |||||||||
| MATH TEACHER AND DEPARTMENT HEAD | 40.00 | 0.00 | $166,684 | $0 | $16,444 | Yes (X) | |||
| CHRISTOPHER HARTLEY | |||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 0.00 | $144,779 | $0 | $19,073 | Yes (X) | |||
| ARI WORTHMAN | |||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | 0.00 | $140,470 | $0 | $18,889 | Yes (X) | |||
| ANDREW KRUS | |||||||||
| DIRECTOR OF VISUAL & PERFORMING ARTS | 40.00 | 0.00 | $139,306 | $0 | $16,733 | Yes (X) | |||
| RACHEL MAIORANO | |||||||||
| US ASSISTANCE DIRECTOR | 40.00 | 0.00 | $135,014 | $0 | $18,307 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,395,259 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $324,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MILLER HULL PARTNERSHIP LLP | |||||
| 71 COLUMBIA ST SUITE 600 | SEATTLE | WA | 98104 | ARCHITECT | $582,428 |
| NORTHWEST SECURITY SERVICES INC | |||||
| 14824 WESTMINSTER WAY N | SEATTLE | WA | 98133 | SECURITY | $261,152 |
| ANM FACILITY SERVICES LLC | |||||
| PO BOX 6355 | BELLEVUE | WA | 98008 | JANITORIAL | $243,000 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $210,000 |
| SENECA REAL ESTATE GROUP INC | |||||
| 1191 SECOND AVENUE SUITE 1500 | SEATTLE | WA | 98101 | PROJECT MANAGEMENT | $145,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $151,343 | FederatedCampaignsAmt |
| All Other Contributions | $5,955,786 | AllOtherContributionsAmt |
| Noncash Contributions | $2,578,933 | NoncashContributionsAmt |
| Total Contributions | $6,107,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 611600 | $28,110,257 | $28,110,257 |
| AUXILIARY SERVICES | 611710 | $1,519,083 | $1,519,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,629,340 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,592,819 | TotalRevenueColumnAmt |
| Exclusion | $1,592,819 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $289,608 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $289,608 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,608 | TotalRevenueColumnAmt |
| Exclusion | $289,608 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,146,011 | SecuritiesAmt |
| Other | $1,661,290 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,849,081 | SecuritiesAmt |
| Other | $1,334,985 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,296,930 | SecuritiesAmt |
| Other | $326,305 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,623,235 | TotalRevenueColumnAmt |
| Exclusion | $4,623,235 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BENEFITS REIMBURSEMENT | 900099 | $13,820 | $13,820 |
| REBATES | 900099 | $3,020 | $3,020 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $446 | TotalRevenueColumnAmt |
| Exclusion | $446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,286 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,259,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,629,340 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,522,948 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,596,733 | TotalAmt |
| Program Services | $6,596,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,903,625 | TotalAmt |
| Program Services | $513,758 | ProgramServicesAmt |
| Management And General | $1,170,488 | ManagementAndGeneralAmt |
| Fundraising | $219,379 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,425 | TotalAmt |
| Program Services | $282,925 | ProgramServicesAmt |
| Management And General | $14,500 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,669,587 | TotalAmt |
| Program Services | $13,481,678 | ProgramServicesAmt |
| Management And General | $1,842,050 | ManagementAndGeneralAmt |
| Fundraising | $345,859 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,109 | TotalAmt |
| Program Services | $802,515 | ProgramServicesAmt |
| Management And General | $132,925 | ManagementAndGeneralAmt |
| Fundraising | $23,669 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,771,614 | TotalAmt |
| Program Services | $2,313,847 | ProgramServicesAmt |
| Management And General | $396,793 | ManagementAndGeneralAmt |
| Fundraising | $60,974 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,405 | TotalAmt |
| Program Services | $1,063,380 | ProgramServicesAmt |
| Management And General | $181,378 | ManagementAndGeneralAmt |
| Fundraising | $40,647 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,033 | TotalAmt |
| Program Services | $74,622 | ProgramServicesAmt |
| Management And General | $146,411 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,571 | TotalAmt |
| Management And General | $33,571 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,337 | TotalAmt |
| Management And General | $81,337 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,461 | TotalAmt |
| Management And General | $1,341,461 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,686 | TotalAmt |
| Program Services | $23,502 | ProgramServicesAmt |
| Management And General | $12,138 | ManagementAndGeneralAmt |
| Fundraising | $1,046 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,758 | TotalAmt |
| Program Services | $8,651 | ProgramServicesAmt |
| Management And General | $24,003 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,569,917 | TotalAmt |
| Program Services | $2,262,748 | ProgramServicesAmt |
| Management And General | $277,294 | ManagementAndGeneralAmt |
| Fundraising | $29,875 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,885 | TotalAmt |
| Program Services | $297,080 | ProgramServicesAmt |
| Management And General | $29,805 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129,647 | TotalAmt |
| Program Services | $1,640,915 | ProgramServicesAmt |
| Management And General | $443,399 | ManagementAndGeneralAmt |
| Fundraising | $45,333 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,485 | TotalAmt |
| Program Services | $914,978 | ProgramServicesAmt |
| Management And General | $91,270 | ManagementAndGeneralAmt |
| Fundraising | $1,237 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,196 | TotalAmt |
| Program Services | $86,833 | ProgramServicesAmt |
| Management And General | $12,249 | ManagementAndGeneralAmt |
| Fundraising | $114 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,033,466 | TotalAmt |
| Program Services | $1,952,127 | ProgramServicesAmt |
| Management And General | $61,004 | ManagementAndGeneralAmt |
| Fundraising | $20,335 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,906 | TotalAmt |
| Program Services | $241,864 | ProgramServicesAmt |
| Management And General | $6,844 | ManagementAndGeneralAmt |
| Fundraising | $2,198 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAXES | $124 | $124 | ||
| HOSPITALITY | $300,370 | $118,253 | $168,735 | $13,382 |
| THE DOWNTOWN SCHOOL | $117,730 | $117,730 | ||
| TUITION EXPENSE | $53,855 | $53,855 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,613 | TotalAmt |
| Program Services | $327 | ProgramServicesAmt |
| Management And General | $13,286 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,133,538 | TotalAmt |
| Program Services | $32,781,073 | ProgramServicesAmt |
| Management And General | $6,548,313 | ManagementAndGeneralAmt |
| Fundraising | $804,152 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,646,725 | BOYAmt |
| EOY | $10,191,274 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,751,953 | BOYAmt |
| EOY | $9,505,491 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,761,625 | BOYAmt |
| EOY | $4,642,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,176 | BOYAmt |
| EOY | $144,927 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,820 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,552 | BOYAmt |
| EOY | $69,158 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093,577 | BOYAmt |
| EOY | $1,363,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,596,814 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,977,423 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,887,154 | BOYAmt |
| EOY | $58,619,391 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,599,468 | BOYAmt |
| EOY | $61,537,406 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,028,804 | BOYAmt |
| EOY | $158,865,321 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,968 | BOYAmt |
| EOY | $290,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,342,002 | BOYAmt |
| EOY | $305,244,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,656,738 | BOYAmt |
| EOY | $2,631,560 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,046,139 | BOYAmt |
| EOY | $2,926,858 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,121 | BOYAmt |
| EOY | $1,029,704 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,782 | BOYAmt |
| EOY | $166,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,859,780 | BOYAmt |
| EOY | $6,754,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,885,923 | BOYAmt |
| EOY | $86,714,129 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,155,991 | BOYAmt |
| EOY | $69,049,372 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,440,308 | BOYAmt |
| EOY | $142,726,250 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,482,222 | BOYAmt |
| EOY | $298,489,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,342,002 | BOYAmt |
| EOY | $305,244,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,125,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,489,509 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $392,141 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,250,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,190,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,700,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,731,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,107,129 | CurrentTaxYearAmt |
| Total | $38,979,281 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,250,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,190,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,700,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,731,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,107,129 | CurrentTaxYearAmt |
| Total | $38,979,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,050,506 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,928,775 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,936,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,092,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,241,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,272,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,882,427 | CurrentTaxYearAmt |
| Total | $12,425,585 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $76,897 | CurrentTaxYearMinus2YearsAmt |
| Total | $76,897 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,286 | CurrentTaxYearAmt |
| Total | $74,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,555,913 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $135,180,816 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENTS - 2013 AMOUNT: $ 2,141. 2014 AMOUNT: $ 4,565. 2015 AMOUNT: $ 4,649. 2016 AMOUNT: $ 3,020. FSA FORFEITURES EXCHANGE FUNDS - 2014 AMOUNT: $ 13,402. MISCELLANEOUS INCOME - 2012 AMOUNT: $ 99. 2013 AMOUNT: $ 380. 2014 AMOUNT: $ 990. 2015 AMOUNT: $ 833. 2016 AMOUNT: $ 446. US LAKESIDE OUTDOOR PROGRAM - 2015 AMOUNT: $ 29,805. BENEFITS REIMBURSEMENT - 2016 AMOUNT: $ 13,820. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,521,555 | BeginningYearBalanceAmt |
| Contributions | $1,033,439 | ContributionsAmt |
| Investment Earnings Or Losses | $27,204,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,049,614 | OtherExpendituresAmt |
| End Year Balance | $213,709,387 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,874,278 | BeginningYearBalanceAmt |
| Contributions | $1,278,804 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,717,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,913,807 | OtherExpendituresAmt |
| End Year Balance | $193,521,555 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,891,644 | BeginningYearBalanceAmt |
| Contributions | $2,783,668 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,096,288 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,704,716 | OtherExpendituresAmt |
| End Year Balance | $207,874,278 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,718,945 | BeginningYearBalanceAmt |
| Contributions | $530,913 | ContributionsAmt |
| Investment Earnings Or Losses | $32,264,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,622,472 | OtherExpendituresAmt |
| End Year Balance | $214,891,644 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,081,985 | BeginningYearBalanceAmt |
| Contributions | $941,613 | ContributionsAmt |
| Investment Earnings Or Losses | $17,583,782 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,888,435 | OtherExpendituresAmt |
| End Year Balance | $189,718,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.65970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,580,240 | OtherCostOrOtherBasisAmt |
| Book Value | $1,580,240 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,970,233 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,427,037 | DepreciationAmt |
| Book Value | $51,543,196 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,826,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,055,946 | DepreciationAmt |
| Book Value | $1,770,381 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,220,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,494,440 | DepreciationAmt |
| Book Value | $3,725,574 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,619,391 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CHARITABLE REMAINDER TRUSTS | $1,480,549 | F |
| ALTERNATIVE INVESTMENTS | $157,384,772 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $158,865,321 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| Amt | $166,298 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $166,298 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $58,229,873 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,489,509 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,204,592 | OtherRevenueAmt |
| Revenue Not Reported | $17,284,917 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,944,956 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,314,461 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,314,461 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,259,417 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,222,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,222,344 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,314,461 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,596,733 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,911,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,133,538 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | LAKESIDE'S AGENCY FUNDS REPRESENT A VARIETY OF ACCOUNTS THAT THE SCHOOL MAINTAINS FOR STUDENT, ALUMNI, AND PARENT ORGANIZATIONS. THE FUNDS ARE GENERALLY MAINTAINED BY THE SCHOOL AND THE TREASURER/ADMINISTRATOR OF THE ORGANIZATION/CLUB DEPOSITS AND WITHDRAWS FUNDS FROM LAKESIDE AS NEEDED. |
| PART V, LINE 4: | THE EARNINGS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: FINANCIAL AID FOR STUDENTS, EDUCATIONAL PROGRAMS, EMPLOYEE COMPENSATION AND PROFESSIONAL GROWTH, PURCHASE AND/OR PRESERVATION OF FIXED ASSETS, AND GENERAL OPERATIONS OF THE SCHOOL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -6,596,733. CHANGE IN VALUE OF TRUSTS 397,641. WRITEOFF OF PRIOR YEAR PLEDGES -5,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,596,733. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | WITH OTHER SCHOOLS, THE NOTICE IS PUBLISHED IN THE SPRING IN BOTH MAJOR AND LOCAL NEWSPAPERS IN THE SEATTLE AREA. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $62,744 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $58,865 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $51,725 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $103,515 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $93,225 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $6,627,706 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $15,593,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $22,591,546 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,591,546 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID FOR TUITION | 259 | $5,970,514 | BOOK VALUE | REDUCTION OF FAMILIES' TUITION COST |
| FINANCIAL AID FOR OTHER SCHOOL-RELATED COSTS | 259 | $626,219 | BOOK VALUE | REDUCTION OF GENERAL SCHOOL COSTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FAMILIES' EXPENSES FOR STUDENTS' TUITION AND OTHER COSTS AT LAKESIDE SCHOOL ARE REDUCED BY AN AMOUNT WHICH IS DERIVED FROM A FORMAL APPLICATION AND CURRENT TAX RETURNS, USING A NATIONAL FINANCIAL AID SERVICE (SSS) FOR CONSISTENT CALCULATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BERNIE NOE | ||||||||||||||
| HEAD OF SCHOOL | $432,247 | $0 | $65,833 | $0 | $8,945 | $0 | $18,550 | $0 | $97,815 | $0 | $623,390 | $0 | $0 | $0 |
| BIRAGE TANDON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $233,052 | $0 | $0 | $0 | $6,403 | $0 | $17,057 | $0 | $9,113 | $0 | $265,625 | $0 | $0 | $0 |
| ALEXANDRA CALLEN | ||||||||||||||
| DIRECTOR UPPER SCHOOL | $199,094 | $0 | $0 | $0 | $90,894 | $0 | $15,000 | $0 | $9,113 | $0 | $314,101 | $0 | $0 | $0 |
| ELAINE CHRISTENSEN | ||||||||||||||
| DIRECTOR MIDDLE SCHOOL | $174,749 | $0 | $0 | $0 | $3,144 | $0 | $12,651 | $0 | $9,113 | $0 | $199,657 | $0 | $0 | $0 |
| DAIGA GALINS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $191,792 | $0 | $0 | $0 | $4,190 | $0 | $14,284 | $0 | $9,113 | $0 | $219,379 | $0 | $0 | $0 |
| BOOTH KYLE | ||||||||||||||
| ASSOCIATE DIRECTOR / DIR. ADMISSIONS | $223,615 | $0 | $0 | $0 | $35,048 | $0 | $13,698 | $0 | $9,113 | $0 | $281,474 | $0 | $0 | $0 |
| THOMAS RONA | ||||||||||||||
| MATH TEACHER AND DEPARTMENT HEAD | $163,986 | $0 | $0 | $0 | $2,698 | $0 | $7,331 | $0 | $9,113 | $0 | $183,128 | $0 | $0 | $0 |
| CHRISTOPHER HARTLEY | ||||||||||||||
| DIRECTOR OF ATHLETICS | $142,292 | $0 | $0 | $0 | $2,487 | $0 | $9,960 | $0 | $9,113 | $0 | $163,852 | $0 | $0 | $0 |
| ARI WORTHMAN | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $138,653 | $0 | $0 | $0 | $1,817 | $0 | $9,776 | $0 | $9,113 | $0 | $159,359 | $0 | $0 | $0 |
| ANDREW KRUS | ||||||||||||||
| DIRECTOR OF VISUAL & PERFORMING ARTS | $138,213 | $0 | $0 | $0 | $1,093 | $0 | $7,620 | $0 | $9,113 | $0 | $156,039 | $0 | $0 | $0 |
| RACHEL MAIORANO | ||||||||||||||
| US ASSISTANCE DIRECTOR | $132,547 | $0 | $0 | $0 | $2,467 | $0 | $9,194 | $0 | $9,113 | $0 | $153,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BERNIE NOE, HEAD OF SCHOOL, LIVES IN A CAMPUS HOUSE PROVIDED BY LAKESIDE SCHOOL. A HOUSE MANAGER AND HOUSE CLEANER ARE ALSO PROVIDED. THE VALUE OF HOUSING PROVIDED TO MR. NOE MEETS THE REQUIREMENTS OF IRC SECTION 119 AND THEREFORE IS NOT INCLUDED IN HIS TAXABLE COMPENSATION. |
| PART I, LINE 7 | BERNIE NOE, HEAD OF SCHOOL, RECEIVED A BONUS DURING THE YEAR THAT WAS SUBJECT TO THE DISCRETION OF THE BOARD BUT CAPPED AT A FIXED AMOUNT. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA | PersonNm |
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $33,520 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY ANNE CHRISTY | |||
| SEE PART V | $91,149 | EMPLOYMENT | 0 |
| JAMES BAILEY | |||
| SEE PART V | $14,500 | EMPLOYMENT | 0 |
| ERIK CHRISTENSEN | |||
| SEE PART V | $101,593 | EMPLOYMENT | 0 |
| COLLEEN KYLE | |||
| SEE PART V | $90,183 | EMPLOYMENT | 0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: MARY ANNE CHRISTY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF MARK KLEBANOFF, BOARD MEMBER |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: JAMES BAILEY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF ALEXANDRA CALLEN, KEY EMPLOYEE |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: ERIK CHRISTENSEN(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF ELAINE CHRISTENSEN, KEY EMPLOYEE |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: COLLEEN KYLE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BOOTH KYLE, KEY EMPLOYEE |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,278,933 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,300,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT FOR NUMBER OF CONTRIBUTORS REPRESENTS TOTAL NUMBER OF GIFTS RECEIVED FROM DONORS DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS PROVIDE SUPPORT FOR EXTRACURRICULAR STUDENT ACTIVITIES AS WELL AS PARENTS AND GUARDIANS ASSOCIATION (PGA) ACTIVITIES. |
| FORM 990, PART III, LINE 2 | IN RESPONSE TO INCREASING DEMAND DUE TO THE GROWING POPULATION OF THE CITY OF SEATTLE, AND THE INCREASINGLY UNAFFORDABLE COST OF INDEPENDENT SCHOOL EDUCATION, LAKESIDE IS PIONEERING A NEW MICRO-SCHOOL MODEL OF EDUCATION. OUR MODEL PRESERVES THE ESSENCE OF LAKESIDE'S ACADEMIC EDUCATION BY PROVIDING WORLD-CLASS ACADEMIC COURSES, VIBRANT STUDENT-FACULTY RELATIONSHIPS, A DIVERSE BODY OF STUDENTS AND ADULTS, AND CLUBS AND ACTIVITIES BASED ON STUDENT INTEREST, AT APPROXIMATELY HALF THE COST OF A LAKESIDE SCHOOL EDUCATION. COST SAVINGS IN THIS NEW MODEL ARE ACHIEVED BY OFFERING NO SPORTS OR PERFORMING ARTS PROGRAMS; LEASING AND RENOVATING SPACE FOR CLASSES IN AN EXISTING BUILDING; CENTRALIZING ALL BUSINESS, COMMUNICATIONS, AND DEVELOPMENT FUNCTIONS ON THE EXISTING LAKESIDE SCHOOL CAMPUS; AND BY EMPHASIZING THE CORE PART OF OUR MISSION--EXCELLENT ACADEMICS. OUR FIRST MICRO-SCHOOL, NAMED THE DOWNTOWN SCHOOL, IS SLATED TO OPEN IN THE SEATTLE CENTER COMPLEX, JUST BLOCKS FROM THE PACIFIC SCIENCE CENTER, THE SPACE NEEDLE, KEY ARENA, AND THE GATES FOUNDATION, IN THE FALL OF 2018. |
| FORM 990, PART V, LINE 3B | FORM 990-T WILL BE FILED AFTER FORM 990. LAKESIDE SCHOOL IS INVESTED IN MANY PASS-THROUGH INVESTMENTS THAT GENERATE SCHEDULE K-1S. THE FORM 990-T WILL BE PREPARED ONCE ALL THE K-1S ARE RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMMITTEE OF THE BOARD RESPONSIBLE FOR OVERSEEING THE SCHOOL'S ASSETS REVIEWS A PUBLIC DISCLOSURE COPY OF THE FORM 990 WITH THE EXTERNAL TAX PREPARER AND THEN VOTES TO ACCEPT IT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, HEAD OF SCHOOL, CHIEF FINANCIAL OFFICER, ASSOCIATE HEAD AND DIRECTOR OF ADMISSIONS, UPPER SCHOOL AND MIDDLE SCHOOL DIVISION DIRECTORS AND DIRECTOR OF DEVELOPMENT FILL OUT AND SIGN A DOCUMENT ASSERTING THEY HAVE READ AND UNDERSTOOD THE POLICY AND DISCLOSING THEIR COMPLIANCE. A COMMITTEE OF THE BOARD REVIEWS THE ANNUAL WRITTEN STATEMENTS. THE SAME COMMITTEE RESPONDS TO ANY INDICATION OF NON-COMPLIANCE. ANY TIME THERE IS A CONFLICT OF INTEREST, THE INDIVIDUAL IS EXCUSED FROM THE VOTE ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL SIGNED A NEW FIVE YEAR CONTRACT BEGINNING JULY 1, 2015. BASE PAY FOR THIS CONTRACT WAS BENCHMARKED AGAINST TEN NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) PEER SCHOOLS AT THE 67TH PERCENTILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUSTS 397,641. WRITEOFF OF PRIOR YEAR PLEDGES -5,500. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2004 EAST GALER STREET | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVENUE NE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611817348 | EIN |
| Primary Activities | CHARITABLE CONTRIBUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Total Income | $1,626,305 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESIDE SCHOOL | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (2) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |