2026-01-14T18:43:03-06:00 2025-08-31 931093736 LAUKA MCGUIRE PC 3511 SE MILWAUKIE AVE PORTLAND OR 97202 990 2024-09-01 930630376 DELPHI SCHOOLS INC DELP 5038433521 20950 SW ROCK CREEK RD SHERIDAN OR 97378 TREVOR OTT HEAD OF SCHOOL/ SECRETARY 5038433521 2026-01-14 1 1 TERESA MCGUIRE P00246434 5032332177 2026-01-14 2024 2025-03-06 01:10:19Z DAVID HENDRY 3830 4TH AVE LA CRESCENTA CA 91214 21179071 0 X WWW.DELPHIAN.ORG X 1973 OR DELPHI SCHOOL'S MISSION IS TO DRAW OUT THE BEST IN EVERY STUDENT THROUGH EFFECTIVE EDUCATIONAL MATERIALS AND EMPOWER YOUNG ADULTS TO BRING POSITIVE CHANGE IN THE WORLD THROUGH REASON, CREATIVITY AND INTEGRITY. 14 12 136 12 0 0 9891282 1819000 13633786 14306673 1536978 2116466 376312 409367 25438358 18651506 3047056 3573267 0 0 6275603 7218551 0 0 280001 6351533 6922645 15674192 17714463 9764166 937043 85015597 88559870 4935847 4269480 80079750 84290390 X DELPHI SCHOOL'S MISSION IS TO DRAW OUT THE BEST IN EVERY STUDENT THROUGH EFFECTIVE EDUCATIONAL MATERIALS AND EMPOWER YOUNG ADULTS TO BRING POSITIVE CHANGE IN THE WORLD THROUGH REASON, CREATIVITY AND INTEGRITY. 0 0 16898229 3573267 14494720 DELPHI SCHOOLS INC IS A 501(C)(3) NON-PROFIT THAT HAS TWO PRIMARY ACTIVITIES IN FULFILLING ITS EDUCATIONAL MISSION: THE DELPHIAN SCHOOL, A PREMIER DAY AND BOARDING SCHOOL, AND HERON BOOKS, A DEVELOPER AND PUBLISHER OF CUTTING-EDGE PREK-12 CURRICULUM. BOTH ARE LOCATED ON A SPACIOUS AND BEAUTIFUL CAMPUS IN THE WILLAMETTE VALLEY OF OREGON, THE HEARTLAND OF THE PACIFIC NORTHWEST. DELPHIAN SCHOOL SERVICES STUDENTS OF ALL AGES WITHIN A PREK-12 DAY AND BOARDING PROGRAM. AS THE FOUNDING SCHOOL OF A NETWORK OF SCHOOLS USING THE DELPHI PROGRAM, DELPHIAN PROVIDES A MODEL EXAMPLE OF HOW THE DELPHI PROGRAM CAN BE APPLIED AND THE HIGH STANDARDS THAT ARE ACHIEVABLE WITH THIS NEW, CUTTING-EDGE APPROACH TO EDUCATION. DELPHIAN HAS BEEN PREPARING STUDENTS FOR LIFE AND HIGHER EDUCATION THROUGH ITS RIGOROUS SCHOOL-YEAR AND SUMMER PROGRAMS FOR OVER 40 YEARS. WITH AN INTERNATIONAL STUDENT BODY, A 700-ACRE CAMPUS AND A 24-7 LEARNING ENVIRONMENT IT'S A UNIQUELY CHALLENGING AND REWARDING PLACE FOR A YOUNG PERSON TO ESTABLISH CAREER GOALS AND TACKLE THEM HEAD-ON. DELPHIAN IS KNOWN FOR TWO THINGS: A) CULTIVATING CAPABLE GRADUATES WHO ARE PREPARED FOR WHATEVER IS NEXT AND B) ASSISTING VISITING EDUCATORS AND SCHOOL LEADERS WHO SEEK TO MODERNIZE THEIR APPROACH TO EDUCATION. HERON BOOKS PROVIDES A FULL SPECTRUM OF CURRICULUM SERVICES AND MATERIALS, INCLUDING BOOKS, COURSES AND EDUCATIONAL RESOURCES FOR INDIVIDUALS, HOME-SCHOOLERS, AND PRIVATE SCHOOLS. HERON'S LARGEST SERVICE IS A PERSONALIZED, INTEGRATED AND FULL PREK-12 CURRICULUM PACKAGE CALLED THE DELPHI PROGRAM, USED BY A GROWING NUMBER OF SCHOOLS ACROSS THE COUNTRY. THE DELPHI PROGRAM HAS RECEIVED NATIONAL AND INTERNATIONAL ATTENTION SINCE ITS EMERGENCE ON THE EDUCATIONAL SCENE IN 1976 AS THE FIRST PERSONALIZED, ABILITY-BASED PROGRAM TO ACHIEVE HIGH STANDARDS WHILE SUPPORTING STUDENTS OF ALL AGES AND EDUCATIONAL BACKGROUNDS. HERON BOOKS IS ALSO KNOWN FOR PROVIDING UNIQUE STUDY MATERIALS THAT SPECIFICALLY TRAIN STUDENTS OF ALL AGES TO STUDY EFFECTIVELY AND LEARN INDEPENDENTLY. 16898229 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 40 0 1 136 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X EVANIE HAMILTON-HANSEN 5038433521 20950 SW ROCK CREEK ROAD SHERIDAN OR 97378 ARWEN E DAYTON TRUSTEE 1.00 X 0 0 0 CATHERINE EMRANI TRUSTEE 1.00 X 0 0 0 CHARLES FEILMEIER TRUSTEE 1.00 X 0 0 0 CLEMAN AGAMI TRUSTEE 1.00 X 0 0 0 COLEEN CARBERRY TRUSTEE 1.00 X 0 0 0 DAVID HENDRY INTERIM CHAIR OF BOARD PRESIDENT 1.00 X X 0 0 0 TODD KUGLER TREASURER 1.00 X X 0 0 0 LISETTE MORALES TRUSTEE 1.00 X 0 0 0 MICHAEL CARBERRY TRUSTEE 1.00 X 0 0 0 ROSEMARY DIDEAR VICE PRESIDENT 1.00 X X 0 0 0 SHON HOLYFIELD TRUSTEE 1.00 X 0 0 0 JOHN J NOSKO TRUSTEE 5.00 X 6345 0 0 TREVOR OTT HEAD OF SCHOOL/SECRE 50.00 X X 152618 0 56296 MADISON LUCAS-HUNTER ASST SECRETARY 50.00 X 50786 0 23589 KAELLAGH BENNETT BUSINESS MANAGER 50.00 X 96749 0 16024 ALAN ROTHE HERON DIRECTOR 50.00 X 125054 0 8359 431552 0 104268 2 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD STE 100 LUTHERVILLE MD 210936018 DINING/ FOOD 2028512 CEDAR MILL CONSTRUCTION 19465 SW 89TH AVE TUALATIN OR 970628537 CONSTRUCTION 941066 APPLIED SCHOLASTICS 11755 RIVERVIEW DR ST LOUIS MO 63138 LICENSING 265412 CJ HANSEN INC PO BOX 7397 SALEM OR 973030086 PLUMBING/BOILER SERVICE 241431 WILLET HAUSER COMPANY LLC 1685 WILKIE DRIVE WINONA MN 559876203 CONSTRUCTION 211598 5 944227 874773 1819000 TUITION (NET OF DISCOUNTS) 611600 9206416 9206416 BOARDING FEES 611600 3693703 3693703 MATERIALS 611600 911766 911766 PROGRAM FEES 611600 343977 343977 CURRICULUM LICENSE FEES 611600 150811 150811 14306673 1686231 1686231 221320 0 221320 221320 221320 2798748 94000 2462513 0 336235 94000 430235 430235 230187 65052 165135 165135 OTHER INCOME 611710 22912 22912 22912 18651506 14494720 0 2337786 2440918 2440918 1132349 1132349 398449 347562 50887 4444210 4263891 2904 177415 2010407 1980629 4171 25607 365485 347951 3894 13640 43818 11831 31987 42300 11421 30879 338004 338004 34949 9435 25514 537875 537875 16673 16006 167 500 208695 200347 2087 6261 1152171 1139507 11522 1142 1660 1328 332 1218577 1206391 12186 217785 215607 2178 FOOD COST 1686570 1652838 16866 16866 EDUCATIONAL EXPENSES 592875 592875 LICENSE FEES 259241 259241 TOURS EXPENSE 102188 102188 469264 428039 2655 38570 17714463 16898229 536233 280001 348895 1366377 717940 4399386 3000000 3525357 12000 12027 34247 34247 14618 365347 34535760 16555047 16785075 17980713 58477999 52275907 5617540 8590963 7283 9546 85015597 88559870 354316 309686 4573431 3956194 8100 3600 4935847 4269480 X 28953594 33453860 51126156 50836530 80079750 84290390 85015597 88559870 937043 3273597 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 53667503 50000 3645830 96238 1266402 56000693 39747383 8616187 6021865 92932 625000 53667503 38041662 150000 1555721 39747383 43697696 10000 -5150719 68000 1047315 38041663 2100947 41426223 170526 43697696 0.05610 0.92454 0.01936 0 0 1928095 1928095 28110667 13315558 14795109 1992741 1102846 889895 2504257 2136643 367614 17980713 8590963 F 8590963 18078885 3273597 -3573266 -299669 18378554 338004 -65052 272952 18651506 13868245 -3573266 -3573266 17441511 338004 -65052 272952 17714463 PART V, LINE 4: SCHOLARSHIP ENDOWMENT FUND THE PURPOSE OF THE SCHOLARSHIP ENDOWMENT IS TO MAKE ANNUAL AWARDS TO ONE OR MORE FULL-TIME STUDENTS AT THE DELPHIAN SCHOOL BASED UPON DEMONSTRATED FINANCIAL NEED AND/OR ACADEMIC ACCOMPLISHMENT. ANNUAL INCOME FROM THE FUND IS USED FOR SCHOLARSHIPS WITH ANY REMAINDER ADDED TO PRINCIPAL FOR FUTURE SCHOLARSHIPS OR USED FOR SCHOLARSHIP ASSISTANCE AT OTHER DELPHI SCHOOLS FOR THAT YEAR. FUTURES ENDOWMENT FUND THE PURPOSE OF THE FUTURES ENDOWMENT FUND IS TO PROVIDE LONG TERM FINANCIAL SUPPORT TO DELPHIAN AND ENABLE IT TO BECOME AND REMAIN A PREMIER INTERNATIONAL BOARDING AND DAY SCHOOL THAT A) DEVELOPS AND DELIVERS A DEEP AND WIDE-RANGING ACADEMIC PROGRAM IN THE HUMANITIES, SCIENCES, MATHEMATICS, AND ARTS, B) RENDERS ITS CHALLENGING EDUCATIONAL STRUCTURE, WHICH INVOLVES STUDENTS RESPONSIBLY AND CREATIVELY WITH THE WORLD AROUND THEM AND SPOTLIGHTS ABILITY AND INDEPENDENT THINKING, AND C) IS A PLACE FOR EDUCATORS AND OTHER PROFESSIONALS FROM AROUND THE WORLD TO OBSERVE A NEW EDUCATIONAL MODEL, ALL IN PROMOTION OF DELPHIAN'S OVERARCHING GOAL OF BUILDING A GROWING NUMBER OF INDIVIDUALS WHO WILL HELP CREATE A BETTER WORLD AND A CIVILIZATION BASED ON REASON. BOARD FOUNDERS ENDOWMENT FUND DONATIONS TO THE FUND SHALL BE USED FOR GENERAL OPERATING EXPENSES, SCHOLARSHIPS, DEFERRED MAINTENANCE, EXPANSION PROJECTS, NEW PROGRAMS OR ANY OTHER PURPOSE AS APPROVED BY THE BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AWARDED -3,573,266. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -65,052. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AWARDED -3,573,266. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -65,052. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION HAS PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE REQUIRED FORM ON THE HOMEPAGE OF ITS WEBSITE. 1 0 0 0 0 0 0 0 0 0 SCHOLARSHIP- INDIVIDUAL SUB-SAHARAN AFRICA - SOUTH AFRICA 2 56000 TUITION REDUCTION COST SCHOLARSHIP- INDIVIDUAL EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 13 371736 TUITION REDUCTION COST SCHOLARSHIP- INDIVIDUAL EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 84250 TUITION REDUCTION COST SCHOLARSHIP- INDIVIDUAL MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 36450 TUITION REDUCTION COST SCHOLARSHIP- INDIVIDUAL NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 11 354463 TUITION REDUCTION COST SCHOLARSHIP- INDIVIDUAL RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 6 229450 TUITION REDUCTION COST 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FELLOWSHIPS, SCHOLARSHIPS, AND FINANCIAL AID PROGRAMS ARE INITIALLY ANALYZED BY CLARITY, A THIRD-PARTY FINANCIAL AID PLATFORM, BUT ARE ULTIMATELY ONLY AWARDED BASED ON MERIT AND/OR NEED. ALL PROGRAMS ARE ADMINISTERED PURSUANT TO DIRECTIVES APPROVED BY THE BOARD OF DIRECTORS AND ARE REVIEWED REGULARLY BY ADMINISTRATIVE STAFF AND THE BOARD OF DIRECTORS. FUNDS AWARDED ARE ACCOUNTED FOR AS A REDUCTION IN TUITION OTHERWISE REQUIRED UNDER SIGNED ENROLLMENT CONTRACTS. 1 SCHOLARSHIPS----- INDIVIDUALS 118 76719 2364199 COST TUITION REDUCTION PART I, LINE 2: FELLOWSHIPS, SCHOLARSHIPS, AND FINANCIAL AID PROGRAMS ARE INITIALLY ANALYZED BY CLARITY, A THIRD-PARTY FINANCIAL AID PLATFORM, BUT ARE ULTIMATELY ONLY AWARDED BASED ON MERIT AND/OR NEED. ALL PROGRAMS ARE ADMINISTERED PURSUANT TO DIRECTIVES APPROVED BY THE BOARD OF DIRECTORS AND ARE REVIEWED REGULARLY BY ADMINISTRATIVE STAFF AND THE BOARD OF DIRECTORS. FUNDS AWARDED ARE ACCOUNTED FOR AS A REDUCTION IN TUITION OTHERWISE REQUIRED UNDER SIGNED ENROLLMENT CONTRACTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 TREVOR OTT HEAD OF SCHOOL/SECRE 148000 0 4618 0 0 0 0 0 0 0 152618 0 0 0 ADAM WHITWORTH OFCR/ DIR CHILD 87725 EMPLOYMENT 0 ALYSSA WHITWORTH OFCR/ DIR CHILD 88516 EMPLOYMENT 0 APRIL OTT OFCR/ DIR SPOUSE 113248 EMPLOYMENT 0 BRIANNA SOLOMON OFCR/ DIR CHILD 39790 EMPLOYMENT 0 CALLIOPE WHITWORTH OFCR/ DIR GRANDCHILD 1881 EMPLOYMENT 0 CRISTOFER MAXIMILIAN OFCR/ DIR CHILD 71071 EMPLOYMENT 0 DYLAN BENNETT OFCR/ DIR SPOUSE 66186 EMPLOYMENT 0 JOELLE ROTHE OFCR/ DIR SPOUSE 24315 EMPLOYMENT 0 QUINN MAXIMILIAN OFCR/ DIR CHILD 44169 EMPLOYMENT 0 ROWAN BENNETT OFCR/ DIR CHILD 26657 EMPLOYMENT 0 SCHEDULE L, PART V- ADDITIONAL INFORMATION DYLAN BENNETT- IT/ TEACHERROWAN BENNETT- EXAMINERBRIANNA SOLOMAN- TEACHERAPRIL OTT- DIRECTOR OF TUITION & FINANCIAL AIDADAM WHITWORTH- TEACHER/ CHOIR DIRECTORALYSSA WHITWORTH- TEACHERCALLIOPE WHITWORTH- ART DEPARTMENT ASSISTANT.CRISTOFER MAXIMILIAN- TEACHERQUINN MAXIMILIAN- EXAMINERJOELLE ROTHE- TEACHERTHE TRANSACTION AMOUNT IN COLUMN (C) CONSISTS OF CASH COMPENSATION AND THE FAIR MARKET VALUE OF NON-TAXABLE BENEFITS WHICH MAY INCLUDE TUITION REMISSION, HOUSING, SECTION 125 CONTRIBUTIONS AND EMPLOYER PAID HEALTH INSURANCE. FORM 990, PART VI, SECTION A, LINE 2 SEE SCHEDULE L PART IV FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CORPORATION'S MANAGEMENT AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C DELPHI SCHOOLS, INC., HAS A CONFLICT-OF-INTEREST POLICY AND A WHISTLEBLOWER POLICY, WHICH TOGETHER ENSURE THAT ANY MEMBER OF THE CORPORATION'SBOARD OF DIRECTORS (OR ANY COMMITTEE OF THE BOARD OF DIRECTORS), AND/OR ANYOFFICER, EMPLOYEE, FIDUCIARY, OR AGENT OF THE CORPORATION (COLLECTIVELY"INTERESTED PERSON"), WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST (ADEFINED TERM, WHICH INCLUDES ALL CIRCUMSTANCES IN WHICH AN INTERESTEDPERSON MAY PROFIT FROM AN ACTION OR DECISION BY THE CORPORATION IN WHICHTHE INTERESTED PERSONNEL PARTICIPATES, AND OF WHICH HE OR SHE HASKNOWLEDGE) IN A TRANSACTION OR ACTIVITY, DISCLOSES THE EXSISTENCE OF THEFINANCIAL INTEREST. SUCH DISCLOSURE MUST BE MADE TO THE BOARD OF DIRECTORS(OR IT'S APPROPRIATE COMMITTEE) WHICH, IN TURN, MUST MAKE A DECISION OFWHETHER A CONFLICT EXISTS, AND IF IT DOES, WHETHER THE SUBJECT TRANSACTIONOR ACTITIVY IS IN THE CORPORATION'S BEST INTEREST, IS FOR THE CORPORATION'SBENEFIT, AND IS FAIR AND REASONABLE. VIOLATIONS RESULT IN APPROPRIATEDISIPLINARY AND CORRECTIVE ACTION. ALL OFFICERS, BOARD MEMBERS, AND KEYPERSONNEL SIGN ANNUAL STATEMENTS ATTESTING TO THEIR COMPLIANCE WITH THECORPORATION'S CONFLICT-OF-INTEREST POLICY. ALL MEMBERS OF THE BOARD OFDIRECTORS, AND ALL OFFICERS, EMPLOYEES, FICUDICARIES, AND AGENTS OF THECORPORATION, ARE ALSO PROVIDED WITH A COPY OF THE CORPORATION'S CONFLICT-OF-INTEREST POLICY AND WHISTLE BLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 DELPHI SCHOOLS, INC., HAS A COMPENSATION POLICY THAT ENSURES AGAINST PAYMENTS IN EXCESS OF REASONABLE COMPENSATION TO ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES -- THAT IS, AGAINST PAYMENTS IN EXCESS OF COMPENSATION AMOUNTS THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY A LIKE ORGANIZATION UNDER LIKE CIRCUMSTANCES. IN ADDITION, THE CORPORATION'S CONFLICT-OF-INTEREST POLICY REQUIRES PERIODIC REVIEW BY THE BOARD OF DIRECTORS TO ENSURE THAT COMPENSATION ARRANGEMENTS AND BENEFITS FOR THE CORPORATION'S OFFICERS, DIRECTORS, AND KEY EMPLOYEES DO NOT EXCEED LEVELS THAT ARE REASONABLE BASED ON INDEPENDENT COMPENSATION CONSULTANT'S WRITTEN ANALYSIS AND INDEPENDENT SCHOOLS' SALARY INFORMATION PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 DELPHI SCHOOLS, INC., MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY AS REQUIRED BY FEDERAL AND STATE LAW.