2026-05-12T12:22:21-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 910161095 THE BUSH SCHOOL BUSH 2063227978 3400 E HARRISON STREET SEATTLE WA 98112 SARAH SMITH HEAD OF SCHOOL 2063227978 2026-05-11 1 0 BRIAN YACKER P00401346 9492222999 2026-05-11 2024 2025-03-06 01:10:19Z PERCY ABRAM 3400 E HARRISON STREET SEATTLE WA 98112 44187289 0 X WWW.BUSH.EDU X 1931 WA TO SPARK IN STUDENTS OF DIVERSE BACKGROUNDS AND TALENTS A PASSION FOR LEARNING, ACCOMPLISHMENT, AND CONTRIBUTION TO THEIR COMMUNITIES. 21 21 323 427 0 0 4931431 6009409 31238168 33492645 1782657 1532568 269572 222756 38221828 41257378 5335972 5770801 0 0 19770118 20197007 0 78700 1463722 10685054 12400137 35791144 38446645 2430684 2810733 107364663 115096917 33660648 35878533 73704015 79218384 X THE BUSH SCHOOL HAS BEEN IN EXISTENCE SINCE 1924. IT IS AN ACCREDITED INDEPENDENT SCHOOL THAT PROVIDES INNOVATIVE AND EXPERIENTIAL INSTRUCTION TO CHILDREN FROM KINDERGARTEN THROUGH TWELFTH GRADE. IT HAS THREE DIVISIONS THAT ARE ORGANIZED AROUND THE DEVELOPMENT MILESTONES REACHED DURING EARLY CHILDHOOD, YOUNG ADOLESCENCE AND EMERGING ADULTHOOD. THE LOWER SCHOOL SPANS GRADES KINDERGARTEN THROUGH FIVE, THE MIDDLE SCHOOL SERVES GRADES SIX THROUGH EIGHT, AND THE UPPER SCHOOL EDUCATES GRADES NINE THROUGH TWELVE. 0 0 28056131 5260294 31110571 THE BUSH SCHOOL PROVIDES INNOVATIVE EXPERIENTIAL EDUCATION TO 707 STUDENTS FROM KINDERGARTEN THROUGH TWELFTH GRADE. BUSH PREPARES STUDENTS FOR A LIFETIME OF LEARNING, FOCUSING ON DIRECT EXPERIENCES, COLLABORATION, AND CONTRIBUTION TO OUR LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITIES. THE BUSH SCHOOL IS ACCREDITED BY THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE NORTHWEST ACCREDITATION COMMISSION, AND THE STATE OF WASHINGTON. 2655890 510507 2373952 AUXILIARY PROGRAM REVENUE INCLUDES INCOME FROM OUR EXTENDED DAY AND SUMMER PROGRAMS. AUXILIARY EXPENSES ARE FOR THE SAME PROGRAMS. 30712021 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 143 0 1 323 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CO MD MI NH PA SC UT WA X THE ORGANIZATION 2063227978 3400 E HARRISON STREET SEATTLE WA 98112 KARIM LESSARD PRESIDENT 10.00 X X 0 0 0 QUENTIN STREETS PRESIDENT-ELECT, VP 10.00 X X 0 0 0 JULIE OKERSTROM SECRETARY, CO-CHAIR, CC 10.00 X X 0 0 0 AMY FERNANDES CO-TREASURER, CO-CHAIR, FC 10.00 X X 0 0 0 CRAIGE BLACKMORE CHAIR, METHOW TASK FORCE 10.00 X X 0 0 0 WESLEY BURNS CHAIR, INVESTMENT COMMITTEE 10.00 X X 0 0 0 LOREN ALHADEFF DEVELOPMENT COMMITTEE CO-CHAIR 10.00 X X 0 0 0 ANN FELTON CAPITAL CAMPAIGN, CO-CHAIR 10.00 X X 0 0 0 ATUL BALI CO-CHAIR, CTF 10.00 X X 0 0 0 NYASIA SARFO CO-CHAIR, DEI COMMITTEE 10.00 X X 0 0 0 JUDI YATES CO-CHAIR, CDDTF 10.00 X X 0 0 0 CHRIS CHICKADEL CO-CHAIR, CCTF 10.00 X X 0 0 0 EMILY ALHADEFF TRUSTEE 10.00 X 0 0 0 STEVE BANKS TRUSTEE 10.00 X 0 0 0 MANEESH BATRA TRUSTEE 10.00 X 0 0 0 IRENE FISHER TRUSTEE 10.00 X 0 0 0 JESSICA GIBSON ROSEN TRUSTEE 10.00 X 0 0 0 KATHY O'KELLEY TRUSTEE 10.00 X 0 0 0 GEOFF HARRIS TRUSTEE 10.00 X 0 0 0 JENNIFER SCHORSCH TRUSTEE 10.00 X 0 0 0 OMAR SHAHINE TRUSTEE 10.00 X 0 0 0 PERCY ABRAM HEAD OF SCHOOL 40.00 X 538002 0 58864 RATHER STANTON CFO & COO 40.00 X 272967 0 21346 SHARON HURT AHOS FOR ADVANCEMENTS 40.00 X 214542 0 23787 MATTHEW LAI DIRECTOR OF UPPER SCHOOL 40.00 X 215895 0 18490 SARAH SMITH AHOS FOR ACADEMICS 40.00 X 206116 0 18008 JO ITO DIRECTOR OF ATHLETICS 40.00 X 171462 0 25641 ADAM CHOICE DIR. OF ENROLLMENT MANAGEMENT 40.00 X 160483 0 20881 MELISSA LANCTOT DIR. OF CC & STUDENT SUCCESS 40.00 X 153058 0 22922 ALIYA VIRANI DIRECTOR OF LOWER SCHOOL 40.00 X 160212 0 11997 CHRISTINE MILLER UPPER SCHOOL ACADEMIC DEAN 40.00 X 135268 0 21212 ETHAN DELAVAN DIR. OF TECH & EXT. PROG. 40.00 X 132762 0 22116 MICHAEL MILLER DIRECTOR OF FACILITIES 40.00 X 132932 0 17667 AMANDA GEISMANN CONTROLLER 40.00 X 131375 0 15420 SARA FISCHER ASSISTANT DIRECTOR OF UPPER SCHOOL 40.00 X 123272 0 20506 2748346 0 318857 47 0 1 0 MITHUN INC 1201 ALASKAN WAY 200 SEATTLE WA 98101 ARCHITECTURE SERVICES 1344216 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 959763 ZUM SERVICES INC PO BOX 103448 PASADENA CA 911893448 BUS TRANSPORTATION SERVICES 618881 VENTURE GENERAL CONTRACTING LLC 1518 1ST AVE SOUTH 400 SEATTLE WA 98134 CONSTRUCTION SERVICES 399474 BLOOM PROJECTS LLC 1525 11TH AVE SEATTLE WA 98122 CONSTRUCTION SERVICES 365579 18 457732 5551677 881263 6009409 TUITION AND FEES 900099 31110571 31110571 AUXILIARY 900099 2382074 2382074 33492645 1140217 1140217 94337 16100 78237 78237 78237 3153364 3000 2764013 0 389351 3000 392351 392351 253282 457732 114437 138845 138845 27239 35361 -8122 -8122 REBATES 900099 13796 13796 13796 41257378 33484523 0 1763446 5770801 5770801 2314505 1108003 1176390 30112 14312261 11870568 1757653 684040 751348 627959 86160 37229 1543223 1240738 232927 69558 1275670 1000997 219325 55348 78700 78700 50922 50922 143363 143363 523713 523713 535074 428059 80261 26754 1254209 1168684 85525 29142 29142 242368 242368 613455 613455 2311913 2126960 184953 420194 59361 357551 3282 AUXILIARY 2702435 2550951 151484 EDUCATIONAL SUPPLIES 2145485 2145485 DEVELOPMENT 478699 478699 DUES AND SUBSCRIPTIONS 320283 320283 628882 628882 38446645 30712021 6270902 1463722 2410222 3895866 4796978 3955436 2059713 3311966 5965973 7323033 393715 575129 90362838 27176914 61564262 63185924 30173800 32849563 107364663 115096917 635962 1558145 11195029 12904623 21806125 21355935 20312 23510 3220 36320 33660648 35878533 X 55902112 60048921 17801903 19169463 73704015 79218384 107364663 115096917 2810733 2703636 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 15.00 0 0 0 1 1 250.00 5000 0 1 X 29002071 809304 3670416 1800000 31681791 26103471 478823 3327775 907998 29002071 23588752 468320 2478399 432000 26103471 26583817 151897 -2735962 411000 23588752 21558257 313407 4712153 26583817 0.21330 0.21220 0.57450 0 0 871248 871248 78768068 24198902 54569166 3761246 1843414 1917832 6962276 1134598 5827678 63185924 CONSTRUCTION RETAINAGE 36320 36320 X 38190752 2703636 -5770801 -3067165 41257917 50922 -51461 -539 41257378 32676383 51461 51461 32624922 50922 5770801 5821723 38446645 PART IV, LINE 2B: THE SCHOOL HOLDS FUNDS ON BEHALF OF THE VARIOUS STUDENT BODY ACTIVITIES. THESE FUNDS ARE KEPT IN SEPARATE ACCOUNTS AND ARE RECORDED ON THE BALANCE SHEET FOR BUSH SCHOOL AS A LIABILITY. PART V, LINE 4: THE SCHOOL USES EARNINGS ON UNRESTRICTED ENDOWMENT FUNDS IN OPERATIONS WHILE EARNINGS ON RESTRICTED ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH THE INTENT OF THE DONORS, WHICH INCLUDE SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAM RELATED ACTIVITIES, TECHNOLOGY AND FACULTY COMPENSATION. PART X, LINE 2: THE SCHOOL IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, LAND AND BUILDINGS USED IN THE SCHOOL'S OPERATIONS ARE EXEMPT FROM WASHINGTON STATE PROPERTY TAXES. THE SCHOOL EVALUATES ITS UNCERTAIN TAX POSITIONS AND A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A LIABILITY HAS BEEN INCURRED BY THE SCHOOL AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT CAN BE REASONABLY ESTIMATED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -5,770,801. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -35,361. RENTAL EXPENSE -16,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,361. RENTAL EXPENSE 16,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,770,801. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ANNUALLY, THE BUSH SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY IN SEVERAL NEWSPAPERS. THERE IS ALSO A MORE COMPREHENSIVE DISCUSSION ON THE SCHOOL'S WEBSITE OF ITS DIVERSITY PLAN THAT REINFORCES ITS NONDISCRIMINATORY POLICY. X X X X X 1 BREAKTHROUGH FUNDRAISING GROUP 1419 N 52ND ST SEATTLE WA 98103 CAMPAIGN CONSULTING 0 2500736 78700 2422036 2500736 78700 2422036 AK CO MD MI NH PA SC UT WA CELEBRATE BUSH 711014 457732 253282 27870 51001 29472 6094 711014 457732 253282 27870 51001 29472 6094 114437 138845 1 FINANCIAL AID 164 5770801 PART I, LINE 2: THE BUSH SCHOOL AWARDS FINANCIAL AID TO THOSE STUDENTS WHOSE FAMILIES DEMONSTRATE FINANCIAL NEED. THIS IS ACCOMPLISHED THROUGH THE COMPLETION OF THE SCHOOL AND STUDENT SERVICE FINANCIAL AID FORMS. ALL FAMILIES PAY AT LEAST A MINIMUM TUITION. GRANTS AT THE BUSH SCHOOL AVERAGE ABOUT 72% OF THE COST OF TUITION. THE FINANCIAL AID COMMITTEE MAKES EVERY ATTEMPT TO GRANT AS MUCH AS POSSIBLE OF THE DIFFERENCE BETWEEN THE AMOUNT A FAMILY CAN PAY AND THE ACTUAL COST OF ATTENDANCE. APPROXIMATELY 23% OF THE STUDENT BODY RECEIVES AID, AND THE SCHOOL HAS AN ONGOING COMMITMENT TO SIGNIFICANTLY INCREASE THIS NUMBER. STUDENTS OF ALL GRADE LEVELS ARE ELIGIBLE FOR CONSIDERATION, AND ALL GRANTS ARE KEPT CONFIDENTIAL AND FILED SEPARATELY FROM STUDENT RECORDS. APPLICATION FOR FINANCIAL AID IS CONSIDERED SEPARATELY FROM A STUDENT'S ADMISSION APPLICATION TO THE SCHOOL. 0 0 0 0 0 0 0 0 0 PERCY ABRAM HEAD OF SCHOOL 364975 0 116122 0 56905 0 34500 0 24364 0 596866 0 0 0 RATHER STANTON CFO & COO 272623 0 90 0 254 0 13631 0 7715 0 294313 0 0 0 SHARON HURT AHOS FOR ADVANCEMENTS 214198 0 90 0 254 0 16072 0 7715 0 238329 0 0 0 MATTHEW LAI DIRECTOR OF UPPER SCHOOL 197901 0 17590 0 404 0 10775 0 7715 0 234385 0 0 0 SARAH SMITH AHOS FOR ACADEMICS 205772 0 90 0 254 0 10293 0 7715 0 224124 0 0 0 JO ITO DIRECTOR OF ATHLETICS 160178 0 7590 0 3694 0 16777 0 8864 0 197103 0 0 0 ADAM CHOICE DIR. OF ENROLLMENT MANAGEMENT 160139 0 90 0 254 0 12017 0 8864 0 181364 0 0 0 MELISSA LANCTOT DIR. OF CC & STUDENT SUCCESS 151978 0 90 0 990 0 15207 0 7715 0 175980 0 0 0 ALIYA VIRANI DIRECTOR OF LOWER SCHOOL 159868 0 90 0 254 0 11997 0 0 0 172209 0 0 0 CHRISTINE MILLER UPPER SCHOOL ACADEMIC DEAN 123392 0 90 0 11786 0 12348 0 8864 0 156480 0 0 0 ETHAN DELAVAN DIR. OF TECH & EXT. PROG. 132429 0 90 0 243 0 13252 0 8864 0 154878 0 0 0 MICHAEL MILLER DIRECTOR OF FACILITIES 132599 0 90 0 243 0 9952 0 7715 0 150599 0 0 0 A WASHINGTON STATE HOUSING FINANCE COMMISSION 910698646 2020-09-29 20000000 TO PROVIDE FUNDS FOR CAPITAL IMPROVEMENT 0 0 0 B WASHINGTON STATE HOUSING FINANCE COMMISISON 910698646 2020-09-29 2500000 TO PROVIDE FUNDS FOR CAPITAL IMPROVEMENT 0 0 0 A 20000000 20000000 0 0 1 1 B 2500000 2500000 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 0 X 1 3200 FMV X 150 FMV X 28 875893 FMV X 4 205 FMV X WINE 1 1815 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ASSISTANT HEAD OF FINANCE AND OPERATIONS AND THE CONTROLLER PERFORM A DETAILED REVIEW OF THE FORM 990. A DRAFT OF THE FORM 990 IS THEN POSTED TO THE SCHOOL'S SECURE WEBSITE AND THE BOARD OF TRUSTEES ARE NOTIFIED OF ITS AVAILABILITY FOR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES, VARIOUS COMMITTEES SUPPORTING THE BOARD, AND MEMBERS OF THE ADMINISTRATIVE GROUP CONFIRM IN WRITING THAT THEY DO NOT HAVE CONFLICTS OF INTEREST. IN ADDITION, THE SCHOOL'S POLICY, PROCEDURES AND PRACTICES HANDBOOK INCLUDES A PROVISION MANDATING THAT FACULTY AND STAFF SHOULD EXERCISE UTMOST GOOD FAITH IN ALL TRANSACTIONS RELATING TO THE SCHOOL AND AVOID CONFLICTS OF INTEREST. IF A CONFLICT IS DISCLOSED, THE INDIVIDUAL WITH THE CONFLICT WILL RECUSE THEMSELVES FROM DISCUSSIONS ASSOCIATED WITH SUCH CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE BUSH SCHOOL PROVIDES A COPY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. IT ALSO PROVIDES AN ELECTRONIC LINK TO THE ANNUAL REPORT, WHICH INCLUDES FINANCIAL INFORMATION, TO FACULTY, STAFF, STUDENTS AND THEIR FAMILIES, AND ALUMNI. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.