LAKESIDE SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAKESIDE SCHOOL (EIN 91-0564971)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-03
- IRS object ID
- 201413079349302156
- Schema version
- 2013v3.0
- 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 | 2014-11-03T18:21:32-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98125 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BIRAGE TANDON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2063683610 | PhoneNum |
| Signature | 2014-11-03 | 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 | 2014-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,966,634 | 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 | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 509 | TotalEmployeeCnt |
| Total Volunteers | 1350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,250,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,190,831 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,117,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,657,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $954,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,896,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,997 | PYOtherRevenueAmt |
| CY Other Revenue | $144,144 | CYOtherRevenueAmt |
| PY Total Revenue | $43,462,323 | PYTotalRevenueAmt |
| CY Total Revenue | $35,889,434 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,498,181 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,903,312 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,790,086 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,171,828 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $767,905 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,768,672 | PYOtherExpensesAmt |
| CY Other Expenses | $9,984,372 | CYOtherExpensesAmt |
| PY Total Expenses | $36,056,939 | PYTotalExpensesAmt |
| CY Total Expenses | $37,059,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,405,384 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,170,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $272,213,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,487,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,439,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,681,761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $263,773,936 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $289,805,493 | 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.MISSION FOCUS: LAKESIDE SCHOOL FOSTERS THE DEVELOPMENT OF CITIZENS CAPABLE OF AND COMMITTED TO INTERACTING COMPASSIONATELY, ETHICALLY, AND SUCCESSFULLY WITH DIVERSE PEOPLES AND CULTURES TO CREATE A MORE HUMANE, SUSTAINABLE GLOBAL SOCIETY. THIS FOCUS TRANSFORMS OUR LEARNING AND OUR WORK TOGETHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,164,121 | ExpenseAmt |
| Grant | $5,903,312 | GrantAmt |
| Revenue | $23,955,087 | RevenueAmt |
| Desc | LAKESIDE SCHOOL CONTINUES ITS FOCUS ON CORE ELEMENTS OF ITS MISSION: ACADEMIC EXCELLENCE, DIVERSITY, AND GLOBAL EDUCATION. THE MAJOR ONGOING PROGRAMS AT THE SCHOOL THIS YEAR INCLUDED THE FOLLOWING:- COLLABORATION AMONG TEACHING TEAMS AND EXTENSIVE OPPORTUNITIES FOR FACULTY PROFESSIONAL DEVELOPMENT TO ENHANCE THE CLASSROOM EXPERIENCE FOR EVERY STUDENT. - UNDERTAKING A MAJOR REVIEW OF THE CURRICULUM IN MIDDLE AND UPPER SCHOOLS. THIS IS 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. WITH OVERSIGHT FROM SCHOOL LEADERSHIP, INCLUDING THE BOARD OF TRUSTEES, DEPARTMENTS WILL MAKE CHANGES TO THE CURRICULUM WE DEEM NECESSARY TO CONTINUE TO OFFER OUR STUDENTS A LEADING EDGE EDUCATION FOR THE 21ST CENTURY. - BRINGING MORE ONLINE RESOURCES INTO THE CLASSROOM AND CONTINUING THE FOCUS ON FLIPPED CLASSES.- WORK ON NEW ATHLETIC CENTER BUILDING PROJECT STARTED. PLANNING AND DESIGN, ENTITLEMENT/PERMITTING AND FUNDRAISING IS COMPLETED. CONSTRUCTION IS ALMOST COMPLETE. - A RICH ARRAY OF SUMMER ACADEMIC COURSES AND ATHLETIC CAMPS AS WELL AS THE LAKESIDE EXPERIENTIAL EDUCATIONAL PROGRAM (LEEP) SERVING INCOMING 9TH GRADERS IN THE SEATTLE PUBLIC SCHOOLS PROVIDES GREATER ACCESS TO LAKESIDE'S CAMPUS AND OPPORTUNITIES.- SEEKING TO IMPROVE THE DIVERSITY OF ITS STUDENT BODY AND EMPLOYEES, LAKESIDE NOW HAS 30% OF STUDENTS ON AID, 50% STUDENTS OF COLOR AND 23% EMPLOYEES OF COLOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,982,521 | ExpenseAmt |
| Revenue | $1,702,790 | 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.LAKESIDE BOOK STORES PROVIDE THE TOOLS FOR LEARNING: LAPTOP COMPUTERS FOR GRADES 7-12, AND FOR ALL STUDENTS AND TEACHERS TEXTBOOKS (NEW AND USED) AND SUPPLIES TO USE IN CLASSWORK AND PROJECTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,474,813 | ExpenseAmt |
| Desc | OTHER - DEPRECIATION EXPENSE INCURRED RELATING TO PROGRAM ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,621,455 | 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 | Yes (1) | 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 | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| 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 | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 509 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063683610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98125 | ZIPCode |
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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONNIE BALMER | ||||||||||
| PAST CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PETER M POLSON | ||||||||||
| CHAIR | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN V SUNDBORG SJ | ||||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HELSELL | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER H ACKERLEY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RODNEY A BENCH | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL LARSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THEILINE WYCKOFF CRAMER | ||||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KELLI CURTIS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTEMIOS PANOS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAREY CRUTCHER SMITH | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN HOGAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATASHA SMITH JONES | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK KLEBANOFF | ||||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HENRY L KOTKINS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE MAO | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES STEVENS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD TAYLOR | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERTRAND VALDMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W WILEY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNIE NOE | ||||||||||
| HEAD OF SCHOOL | 70.00 | 0.00 | Yes (X) | $425,076 | $0 | $99,049 | ||||
| BIRAGE TANDON | ||||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | 0.00 | Yes (X) | $191,122 | $0 | $22,163 | ||||
| ALEXANDRA CALLEN | ||||||||||
| DIR. UPPER SCHOOL | 60.00 | 0.00 | $160,136 | $0 | $19,994 | Yes (X) | ||||
| DAIGA GALINS | ||||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 0.00 | $174,630 | $0 | $21,008 | Yes (X) | ||||
| THOMAS RONA | ||||||||||
| DEPARTMENT HEAD | 40.00 | 0.00 | $150,210 | $0 | $19,299 | Yes (X) | ||||
| ELAINE CHRISTENSEN | ||||||||||
| MIDDLE SCHOOL DIRECTOR | 40.00 | 0.00 | $174,206 | $0 | $20,978 | Yes (X) | ||||
| JOHN NEWSOM | ||||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | 0.00 | $127,856 | $0 | $17,734 | Yes (X) | ||||
| ABRAM WEHMILLER | ||||||||||
| ATHLETICS DIRECTOR | 40.00 | 0.00 | $134,415 | $0 | $18,193 | Yes (X) | ||||
| BOOTH KYLE | ||||||||||
| ASS'T HEAD/DIR. ADMISSIONS | 40.00 | 0.00 | $149,030 | $0 | $19,216 | Yes (X) | ||||
| NATHANIEL HEALY | ||||||||||
| FORMER ASS'T HEAD/DIR. UPPER SCHOOL | 60.00 | 0.00 | $122,447 | $0 | $17,355 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,809,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $274,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEASE CRUTCHER LEWIS | |||||
| 107 SPRING STREET | SEATTLE | WA | 98104 | CONSTRUCTION | $13,947,568 |
| LMN ARCHITECTS | |||||
| 801 2ND AVE SUITE 501 | SEATTLE | WA | 98104 | ARCHITECT | $790,704 |
| NORTHWEST SECURITY SERVICES INC | |||||
| 14824 WESTMINISTER WAY N | SEATTLE | WA | 98133 | SECURITY | $258,791 |
| SENECA REAL ESTATE GROUP INC | |||||
| 1191 SECOND AVE SUITE 1500 | SEATTLE | WA | 98101 | PROJECT MANAGEMENT | $199,385 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY SERVICES | $191,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,190,831 | AllOtherContributionsAmt |
| Noncash Contributions | $257,966 | NoncashContributionsAmt |
| Total Contributions | $3,190,831 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 611600 | $23,955,087 | $23,955,087 |
| AUXILIARY SERVICES | 611710 | $1,702,790 | $1,702,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,657,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,951,364 | TotalRevenueColumnAmt |
| Exclusion | $2,951,364 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,623 | 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 | $141,623 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,623 | TotalRevenueColumnAmt |
| Exclusion | $141,623 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,022,418 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,074,673 | SecuritiesAmt |
| Other | $2,527 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,947,745 | SecuritiesAmt |
| Other | -$2,527 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,945,218 | TotalRevenueColumnAmt |
| Exclusion | $3,945,218 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATES | 900099 | $2,141 | $2,141 |
| OTHER INCOME | 900099 | $380 | $380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,521 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,889,434 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,657,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,040,726 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,903,150 | TotalAmt |
| Program Services | $5,903,150 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162 | TotalAmt |
| Program Services | $162 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,068 | TotalAmt |
| Program Services | $306,537 | ProgramServicesAmt |
| Management And General | $717,430 | ManagementAndGeneralAmt |
| Fundraising | $143,101 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,572 | TotalAmt |
| Program Services | $63,572 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,112,038 | TotalAmt |
| Program Services | $12,870,659 | ProgramServicesAmt |
| Management And General | $1,896,167 | ManagementAndGeneralAmt |
| Fundraising | $345,212 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,109 | TotalAmt |
| Program Services | $792,818 | ProgramServicesAmt |
| Management And General | $171,878 | ManagementAndGeneralAmt |
| Fundraising | $41,413 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,645,016 | TotalAmt |
| Program Services | $2,170,917 | ProgramServicesAmt |
| Management And General | $394,346 | ManagementAndGeneralAmt |
| Fundraising | $79,753 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,025 | TotalAmt |
| Program Services | $957,991 | ProgramServicesAmt |
| Management And General | $184,829 | ManagementAndGeneralAmt |
| Fundraising | $35,205 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,853 | TotalAmt |
| Management And General | $10,853 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,429 | TotalAmt |
| Program Services | $6,788 | ProgramServicesAmt |
| Management And General | $115,641 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,020 | TotalAmt |
| Management And General | $54,020 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,352 | TotalAmt |
| Management And General | $2,124,352 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,204 | TotalAmt |
| Program Services | $34,470 | ProgramServicesAmt |
| Management And General | $142,854 | ManagementAndGeneralAmt |
| Fundraising | $880 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,631 | TotalAmt |
| Program Services | $12,234 | ProgramServicesAmt |
| Management And General | $20,397 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,481 | TotalAmt |
| Program Services | $2,155,644 | ProgramServicesAmt |
| Management And General | $275,044 | ManagementAndGeneralAmt |
| Fundraising | $54,793 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,179 | TotalAmt |
| Program Services | $234,029 | ProgramServicesAmt |
| Management And General | $39,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,736 | TotalAmt |
| Program Services | $1,625,837 | ProgramServicesAmt |
| Management And General | $194,053 | ManagementAndGeneralAmt |
| Fundraising | $39,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,210 | TotalAmt |
| Program Services | $516,932 | ProgramServicesAmt |
| Management And General | $71,608 | ManagementAndGeneralAmt |
| Fundraising | $670 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,689 | TotalAmt |
| Program Services | $109,567 | ProgramServicesAmt |
| Management And General | $20,854 | ManagementAndGeneralAmt |
| Fundraising | $268 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,264 | TotalAmt |
| Program Services | $1,474,813 | ProgramServicesAmt |
| Management And General | $46,088 | ManagementAndGeneralAmt |
| Fundraising | $15,363 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,427 | TotalAmt |
| Program Services | $226,109 | ProgramServicesAmt |
| Management And General | $22,105 | ManagementAndGeneralAmt |
| Fundraising | $2,213 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,897 | TotalAmt |
| Program Services | $159,226 | ProgramServicesAmt |
| Management And General | $168,483 | ManagementAndGeneralAmt |
| Fundraising | $9,188 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,059,512 | TotalAmt |
| Program Services | $29,621,455 | ProgramServicesAmt |
| Management And General | $6,670,152 | ManagementAndGeneralAmt |
| Fundraising | $767,905 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,717,939 | BOYAmt |
| EOY | $10,066,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,963,180 | BOYAmt |
| EOY | $10,509,286 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,661,395 | BOYAmt |
| EOY | $5,856,722 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,331 | BOYAmt |
| EOY | $197,935 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,914 | BOYAmt |
| EOY | $272,229 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,810 | BOYAmt |
| EOY | $998,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,910,972 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,971,667 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,513,979 | BOYAmt |
| EOY | $59,939,305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,598,629 | BOYAmt |
| EOY | $148,668,820 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,629,004 | BOYAmt |
| EOY | $60,353,060 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,996 | BOYAmt |
| EOY | $625,091 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,213,177 | BOYAmt |
| EOY | $297,487,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,025 | BOYAmt |
| EOY | $2,570,798 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,788,798 | BOYAmt |
| EOY | $4,006,321 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,549 | BOYAmt |
| EOY | $903,252 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,869 | BOYAmt |
| EOY | $201,390 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,439,241 | BOYAmt |
| EOY | $7,681,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,233,484 | BOYAmt |
| EOY | $78,202,277 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,514,339 | BOYAmt |
| EOY | $74,181,661 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,026,113 | BOYAmt |
| EOY | $137,421,555 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,773,936 | BOYAmt |
| EOY | $289,805,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,213,177 | BOYAmt |
| EOY | $297,487,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,170,078 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,283,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$81,474 | 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 |
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 | $189,718,945 | BeginningYearBalanceAmt |
| Contributions | $530,913 | ContributionsAmt |
| Investment Earnings Or Losses | $33,264,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,622,472 | OtherExpendituresAmt |
| End Year Balance | $215,891,644 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $188,604,807 | BeginningYearBalanceAmt |
| Contributions | $1,023,079 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,906,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,639,450 | OtherExpendituresAmt |
| End Year Balance | $178,081,985 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,138,394 | BeginningYearBalanceAmt |
| Contributions | $868,104 | ContributionsAmt |
| Investment Earnings Or Losses | $34,345,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,746,823 | OtherExpendituresAmt |
| End Year Balance | $188,604,807 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,526,016 | BeginningYearBalanceAmt |
| Contributions | $1,934,859 | ContributionsAmt |
| Investment Earnings Or Losses | $12,778,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,100,856 | OtherExpendituresAmt |
| End Year Balance | $159,138,394 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05020 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31660 | 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 | $992,240 | OtherCostOrOtherBasisAmt |
| Book Value | $992,240 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,038,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,426,864 | DepreciationAmt |
| Book Value | $54,611,479 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,469,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,243,963 | DepreciationAmt |
| Book Value | $1,225,505 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,410,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,300,840 | DepreciationAmt |
| Book Value | $3,110,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,939,305 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INFLATION PROTECTION ASSETS | $30,530,896 | F |
| CHARITABLE REMAINDER TRUSTS | $694,866 | F |
| ALTERNATIVE INVESTMENTS | $15,205,354 | F |
| PRIVATE EQUITY | $13,921,944 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $60,353,060 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| Amt | $201,390 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $201,390 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $55,063,567 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,283,109 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$8,108,976 | OtherRevenueAmt |
| Revenue Not Reported | $19,174,133 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,889,434 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,889,434 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,032,010 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,032,010 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,027,502 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,027,502 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,059,512 | 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 IN COMMERCIAL PAPER ACCOUNTS, 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. THE AMOUNT REPORTED FOR CONTRIBUTIONS IN THE PRIOR YEAR (COLUMN B) HAS BEEN REVISED TO CORRECT AN INPUT ERROR ON THE PRIOR YEAR TAX RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -5,903,150. CHANGE IN VALUE OF TRUSTS 1,026. INVESTMENT EXPENSES -2,124,352. WRITEOFF OF PRIOR YEAR PLEDGES -82,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 5,903,150. INVESTMENT EXPENSES 2,124,352. |
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 | Yes (1) | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | WITH OTHER SCHOOLS, THE NOTICE IS PUBLISHED IN THE SPRING IN BOTH MAJOR AND LOCAL NEWSPAPERS IN THE SEATTLE AREA. |
| SCHEDULE E, PART I, LINE 5 | SOME SCHOLARSHIPS ARE AWARDED TO STUDENTS DURING THE YEAR BASED ON RACE. SUCH SCHOLARSHIPS ARE DESIGNED TO PROMOTE THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY AND DO NOT DEROGATE FROM SUCH POLICY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $20,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $17,000 |
| EAST ASIA AND THE PACIFIC | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $16,000 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $18,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $22,000 |
| NORTH AMERICA | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $2,500 |
| SOUTH AMERICA | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $58,000 |
| SOUTH ASIA | 0 | 3 | PROGRAM SERVICES | COMMUNITY SERVICE AND CULTURAL IMMERSION | $28,000 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $5,402,086 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $13,839,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 24 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Subtotal Spent | $181,500 | SubtotalSpentAmt |
| Continuation Spent | $19,241,718 | ContinuationSpentAmt |
| Total Spent | $19,423,218 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THESE GIFTS ARE GIVEN DURING A MONTH LONG STAY BY STUDENTS AND TEACHERS. IF THE IMPACT IS NOT IMMEDIATE, THEN THE FOLLOWING YEAR'S VISIT WILL CHECK ON THE IMPACT. | ExplanationTxt |
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 | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FINANCIAL AID FOR TUITION | 246 | $0 | $5,067,715 | BOOK VALUE | REDUCTION OF FAMILIES' TUITION COST |
| FINANCIAL AID FOR OTHER SCHOOL-RELATED COSTS | 246 | $0 | $835,435 | 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 (9 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 | $369,286 | $0 | $55,790 | $0 | $0 | $0 | $17,500 | $0 | $81,549 | $0 | $524,125 | $0 | $0 | $0 |
| BIRAGE TANDON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $186,122 | $0 | $5,000 | $0 | $0 | $0 | $13,379 | $0 | $8,784 | $0 | $213,285 | $0 | $0 | $0 |
| ALEXANDRA CALLEN | ||||||||||||||
| DIR. UPPER SCHOOL | $122,264 | $0 | $0 | $0 | $37,872 | $0 | $11,210 | $0 | $8,784 | $0 | $180,130 | $0 | $0 | $0 |
| DAIGA GALINS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $174,630 | $0 | $0 | $0 | $0 | $0 | $12,224 | $0 | $8,784 | $0 | $195,638 | $0 | $0 | $0 |
| THOMAS RONA | ||||||||||||||
| DEPARTMENT HEAD | $150,210 | $0 | $0 | $0 | $0 | $0 | $10,515 | $0 | $8,784 | $0 | $169,509 | $0 | $0 | $0 |
| ELAINE CHRISTENSEN | ||||||||||||||
| MIDDLE SCHOOL DIRECTOR | $174,206 | $0 | $0 | $0 | $0 | $0 | $12,194 | $0 | $8,784 | $0 | $195,184 | $0 | $0 | $0 |
| ABRAM WEHMILLER | ||||||||||||||
| ATHLETICS DIRECTOR | $134,415 | $0 | $0 | $0 | $0 | $0 | $9,409 | $0 | $8,784 | $0 | $152,608 | $0 | $0 | $0 |
| BOOTH KYLE | ||||||||||||||
| ASS'T HEAD/DIR. ADMISSIONS | $145,030 | $0 | $0 | $0 | $4,000 | $0 | $10,432 | $0 | $8,784 | $0 | $168,246 | $0 | $0 | $0 |
| NATHANIEL HEALY | ||||||||||||||
| FORMER ASS'T HEAD/DIR. UPPER SCHOOL | $122,447 | $0 | $0 | $0 | $0 | $0 | $8,571 | $0 | $8,784 | $0 | $139,802 | $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. BIRAGE TANDON, CHIEF FINANCIAL OFFICER, RECEIVED A BONUS DURING THE YEAR AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY ANNE CHRISTY | |||
| SEE PART V | $59,470 | EMPLOYMENT | 0 |
| LEASE CRUTCHER LEWIS | |||
| SEE PART V | $13,947,568 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 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: LEASE CRUTCHER LEWIS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY WHICH FAMILY MEMBER OF CARY CRUTCHER SMITH, BOARD MEMBER, SERVED AS AN OFFICER DURING THE YEAR(D) DESCRIPTION OF TRANSACTION: CONSTRUCTION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $257,966 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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 STOCK GIFTS RECEIVED FROM DONORS DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | LAKESIDE SCHOOL SERVES OVER 810 STUDENTS, MANY OF WHOSE PARENTS/GUARDIANS AS WELL AS SEVERAL ALUMNI AND THEIR PARENTS/GUARDIANS VOLUNTEER AT THE SCHOOL. INDIVIDUALS SERVE ON LEADERSHIP BOARDS FOR GOVERNANCE, ADVANCEMENT AND STEWARDSHIP, AND COMMUNITY BUILDING. MANY VOLUNTEERS HELP WITH FUNDRAISING OF VARIOUS KINDS AND LEAD AND SUPPORT IN SCHOOL AND FAMILY ACTIVITIES AND EVENTS. |
| 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 11 | 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. EVERY TRUSTEE THEN RECEIVES A PUBLIC DISCLOSURE COPY OF THE RETURN BEFORE THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, THE HEAD OF SCHOOL, BUSINESS OFFICER, ASSISTANT HEADS/SCHOOL ADMINISTRATORS, DIRECTOR OF ADMISSIONS 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 BOTH THE DISCUSSION AS WELL AS THE VOTE ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING 2011, A CONSULTANT HIRED BY THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION FOR COMPARABLE HEAD OF SCHOOL POSITIONS IN INDEPENDENT SCHOOLS NATIONALLY AND LOCALLY. THIS INFORMATION IS FOR A 5 YEAR CONTRACT BEGINNING JULY 1, 2012. |
| 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 1,026. WRITEOFF OF PRIOR YEAR PLEDGES -82,500. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESIDE PERU | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14050 1ST AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | PE | LegalDomicileForeignCountryCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESIDE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (2) | BusinessNameLine1 |
| 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 |