2025-05-09T17:13:51-05:00 2024-06-30 911194016 CLARK NUBER PS 10900 NE 4TH SUITE 1400 BELLEVUE WA 98004 990 2023-07-01 911061146 THE NORTHWEST SCHOOL OF THE ARTS HUMANITIES AND ENVIRONMENT NORT 2066827309 1415 SUMMIT AVENUE SEATTLE WA 98122 FERNANDO VIANA DIR. OF FINANCE & OPERATIONS 2068166215 2025-05-07 1 0 KAREN L DUNN P00192887 4254544919 2025-05-07 2023 2025-03-06 01:10:19Z THE NORTHWEST SCHOOL RAY MX WILSON 1415 SUMMIT AVENUE SEATTLE WA 98122 33683829 0 X WWW.NORTHWESTSCHOOL.ORG X 1978 WA WE OFFER AN OUTSTANDING INTERNATIONAL COLLEGE PREPARATORY PROGRAM FOR GRADES 6-12. 22 22 242 128 36483 32712 1173419 725926 21554126 21702784 450409 857851 44595 88677 23222549 23375238 3765367 3421262 0 0 15020183 14968463 0 0 491584 5574551 5681154 24360101 24070879 -1137552 -695641 75479996 74027947 28923239 27117117 46556757 46910830 X THE NORTHWEST SCHOOL OFFERS A FACULTY WHO ENGAGE EACH STUDENT IN SEQUENTIAL, CROSS-DISCIPLINARY STUDY IN THE HUMANITIES, SCIENCES AND THE ARTS. WE ARE A DIVERSE COMMUNITY OF PEOPLE WHO CHALLENGE EACH OTHER TO LEARN IN A HEALTHY, CREATIVE AND COLLABORATIVE ATMOSPHERE OF RESPECT FOR OURSELVES, OTHERS AND THE ENVIRONMENT. WE GRADUATE STUDENTS WITH HISTORICAL, SCIENTIFIC, ARTISTIC AND GLOBAL PERSPECTIVE, ENABLING THEM TO THINK AND ACT WITH INTEGRITY, BELIEVING THEY HAVE A POSITIVE IMPACT ON THE WORLD. 0 0 19939157 3421262 21702784 AT THE NORTHWEST SCHOOL, WE OFFER AN INTERDISCIPLINARY LIBERAL ARTS PROGRAM WHICH INCLUDES AN EXPANSIVE STUDY OF MATHEMATICS, SCIENCE, HUMANITIES, ARTS, AND MODERN LANGUAGES. BY EXPLORING SOCIETAL ISSUES, CUTTING EDGE IDEAS, AND INNOVATIVE METHODS ACROSS THESE SUBJECT AREAS, OUR STUDENTS LEARN TO READ CRITICALLY, WRITE COGENTLY, THINK CREATIVELY, AND SOLVE COMPLEX PROBLEMS. THROUGH THIS PROGRAM OF STUDY, STUDENTS DEVELOP THE SKILLS, KNOWLEDGE, AND CONFIDENCE TO EMBRACE THE EXPECTATIONS OF COLLEGE AND BEYOND.OUR EDUCATIONAL PHILOSOPHY IS GROUNDED IN THE CONVICTION THAT STUDENTS REQUIRE NOT ONLY ACADEMIC PREPARATION, BUT ALSO A STRONG SENSE OF SOCIAL RESPONSIBILITY. THROUGH OUR COMPREHENSIVE PROGRAM, WHICH HAS PRIORITIZED SOCIAL JUSTICE, ENVIRONMENTAL SUSTAINABILITY, AND A GLOBAL PERSPECTIVE, FOR OVER 40 YEARS, WE INSTILL IN EACH STUDENT A DEEP UNDERSTANDING OF THEIR ROLE IN SOCIETY AND THE WORLD. WE BELIEVE THAT EVERY STUDENT HAS THE POTENTIAL TO MAKE A DIFFERENCE, AND WE STRIVE TO FOSTER A SENSE OF AGENCY AND PURPOSE IN EACH OF THEM. OUR COLLEGE PREPARATORY PROGRAM IS FOR STUDENTS IN GRADES 6-12. APPROXIMATELY 420 STUDENTS ATTEND THE SCHOOL AND OVER 10% ARE FROM SIX DIFFERENT COUNTRIES. 19939157 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 40 0 242 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X FERNANDO VIANA 2068166215 1415 SUMMIT AVE SEATTLE WA 98122 JULIE LYSS PRESIDENT 10.00 X X 0 0 0 DAN RAYMOND TREASURER 10.00 X X 0 0 0 ALAN CAPLAN VICE-PRESIDENT 10.00 X X 0 0 0 DWAYNE KING SECRETARY 10.00 X X 0 0 0 JAMIE CARDENAS JR MEMBER 10.00 X 0 0 0 TOSH DRAKE MEMBER 10.00 X 0 0 0 OCEANIA EAGAN MEMBER 10.00 X 0 0 0 KATHARINE GREGG MEMBER 10.00 X 0 0 0 GLENN HARE MEMBER 10.00 X 0 0 0 CARLTON HARRIS MEMBER 10.00 X 0 0 0 TIFFANY KELLY-GRAY MEMBER 10.00 X 0 0 0 GLADYS LY-AU YOUNG MEMBER 10.00 X 0 0 0 JOHN LYNCH MEMBER 10.00 X 0 0 0 MAHTAB MAHMOODZADEH MEMBER 10.00 X 0 0 0 MORVA MCDONALD MEMBER 10.00 X 0 0 0 VAL NELSON MEMBER 10.00 X 0 0 0 EMILY PARKER MEMBER 10.00 X 0 0 0 GWENDOLYN PAYTON MEMBER 10.00 X 0 0 0 DARYA SABER MEMBER 10.00 X 0 0 0 STEVE SCHLEMMER MEMBER 10.00 X 0 0 0 JONATHAN WARREN MEMBER 10.00 X 0 0 0 LOWELL WEISS MEMBER 10.00 X 0 0 0 RAY WILSON HEAD OF SCHOOL 40.00 X 330248 0 56678 FERNANDO VIANA DIRECTOR OF FINANCE & OPERATIONS 40.00 X 249286 0 35070 JAMES JOSEPH UPPER SCHOOL DIRECTOR THRU 12/23 40.00 X 187512 0 22013 GREG HAMPTON DIRECTOR OF IT 40.00 X 157972 0 32780 JULIE LOMBARDO DIR. OF FUND DEVELOPMENT 40.00 X 176601 0 24828 ERIN MILLER UPPER SCHOOL DIRECTOR 40.00 X 156972 0 19391 MARIA MOSES LOWER SCHOOL DIRECTOR 40.00 X 160058 0 20728 1418649 0 211488 25 0 1 0 0 284833 441093 725926 TUITION REVENUE 611710 21702784 21702784 21702784 582556 582556 159130 71653 87477 87477 36483 50994 10465559 10190264 275295 275295 275295 11520 284833 32091 -20571 -20571 3617 14583 -10966 -10966 INSURANCE REBATE 900099 29031 29031 CREDIT CARD REWARDS 900099 3706 3706 32737 23375238 21702784 36483 910045 3421262 3421262 647174 647174 11369540 9509738 1527046 332756 516611 426048 72951 17612 1334400 1088224 214258 31918 1100738 862653 209255 28830 50254 120 50134 51600 51600 87654 87654 222536 80367 132605 9564 100508 96431 4077 242322 157544 77216 7562 445356 224719 195300 25337 678635 650577 23207 4851 349191 340440 8007 744 54749 38147 16344 258 467300 448188 15514 3598 1145560 1098706 38033 8821 268470 256637 10490 1343 FOOD 404063 350543 18151 35369 REPAIRS & MAINTENANCE 368396 331295 35121 1980 INSTRUCTIONAL MATERIALS 277681 276465 1215 1 UBI TAX 3272 3272 463607 281053 201514 -18960 24070879 19939157 3640138 491584 8107615 7376024 1704528 1403940 109970 81347 5422711 5069158 20565 9892 156798 171976 61899306 20937652 41730055 40961654 15858368 16799314 1480610 1279930 888776 874712 75479996 74027947 1650176 1478176 17118463 16324417 9576823 8797604 577777 516920 28923239 27117117 X 37316469 37166645 9240288 9744185 46556757 46910830 75479996 74027947 X -695641 1037266 12448 X 0 1 X 1 0 X 670675 3167082 2910724 1173419 725926 8647826 670675 3167082 2910724 1173419 725926 8647826 400935 8246891 695352 476143 526431 600691 705203 3003820 1175 1175 32393 14161 11380 23762 32737 114433 11767254 105115510 0.70080 0.70490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 109. INSURANCE REBATE - 2020 AMOUNT: $ 13,058. 2021 AMOUNT: $ 7,235. 2022 AMOUNT: $ 20,245. 2023 AMOUNT: $ 29,031. REFUNDS - 2019 AMOUNT: $ 3,566. 2020 AMOUNT: $ 1,103. 2021 AMOUNT: $ 4,145. PARKING - 2019 AMOUNT: $ 28,718. CREDIT CARD REWARDS - 2022 AMOUNT: $ 3,517. 2023 AMOUNT: $ 3,706. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0 12649738 14007 1376468 486214 13553999 11861652 24412 1241256 477582 12649738 13464178 61677 -1230556 433647 11861652 11360120 228973 2323065 447980 13464178 10862672 175318 757577 435447 11360120 0.32100 0.67900 0.00000 1 0 14856368 14856368 37800792 12967514 24833278 40582 40532 50 7616207 6741757 874450 1585357 1187849 397508 40961654 CAPITAL LEASE OBLIGATION 297898 OPERATING LEASE LIABLITY 219022 516920 21305169 1037266 -3225662 -2188396 23493565 -118327 -118327 23375238 20951096 118327 118327 20832769 3238110 3238110 24070879 PART II, LINE 9: THE CONSERVATION EASEMENT IS NOT REPORTED ON THE AUDITED FINANCIALSTATEMENTS. THE NORTHWEST SCHOOL IS A LOCAL AND NATIONAL HISTORIC BUILDING UNDER THE LANDMARKS ORDINANCE OF SEATTLE SINCE 1989. THE PRESERVATION RELATES TO THE EXTERIOR OF THE 1415 SUMMIT AVENUE SCHOOL BUILDING AND TO THE WIDTH OF THE HALLWAYS ON THE FIRST AND SECOND FLOOR. PART V, LINE 4: DRAWS FROM GENERAL ENDOWMENT FUNDS SUPPORT OVERALL SCHOOL OPERATIONS. DRAWS FROM FINANCIAL AID ENDOWMENT FUNDS, WHETHER QUASI OR DONOR RESTRICTED, SUPPORT TUITION FINANCIAL AID SCHOLARSHIPS FOR FAMILIES DEMONSTRATING FINANCIAL NEED. ANNUAL DRAWS FROM ALL ENDOWMENT FUNDS ARE DETERMINED AT THE SPENDING RATE OF FOUR PERCENT OF A TWELVE-QUARTER ROLLING AVERAGE OF ENDOWMENT VALUES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED WITH EXPENSE -3,150,456. CHANGE IN VALUE OF BENEFICIAL INTEREST 12,448. INVESTMENT FEES REPORTED WITH EXPENSE -87,654. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED WITH REVENUE -32,091. RENTAL EXPENSE REPORTED WITH REVENUE -71,653. COST OF GOOD SOLD REPORTED NET OF REVENUE -14,583. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED WITH REVENUE 32,091. RENTAL EXPENSE REPORTED WITH REVENUE 71,653. COST OF GOOD SOLD REPORTED NET OF REVENUE 14,583. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED WITH EXPENSE 3,150,456. INVESTMENT FEES REPORTED WITH EXPENSE 87,654. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALONG WITH OTHER PRIVATE SCHOOLS, WE PARTICIPATE IN A JOINT POSTING OF OUR NONDISCRIMINATORY POLICY WHICH IS POSTED IN AREA NEWSPAPERS BY NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS). SCHEDULE E, PART I, LINE 5 THE NORTHWEST SCHOOL OFFERS SCHOLARSHIPS TO FAMILIES WHO PARTICIPATE IN THE RAINIER SCHOLARS PROGRAM. THIS PROGRAM ASSISTS PEOPLE OF COLOR BY OFFERING ACCESS TO EXCEPTIONAL EDUCATIONAL OPPORTUNITIES AND ONGOING COMPREHENSIVE SUPPORT. EAST ASIA AND THE PACIFIC 0 16 PROGRAM SERVICES EDUCATION 103420 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION 24644 CENTRAL AMERICA AND THE CARRIBBEAN 0 0 PROGRAM SERVICES EDUCATION 1294 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION 175 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 112 0 16 0 0 0 16 129645 0 129645 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS REPORTED IN COLUMN (F) OF PART I, LINE 3 ARE ON THE ACCRUAL BASIS. PIZAZZ 296353 284833 11520 25994 6097 296353 284833 11520 25994 6097 32091 -20571 1 FINANCIAL AID SCHOLARSHIPS 89 3150456 BOOK TUITION DISCOUNT FOR THE SCHOOL YEAR EXPERIENCE FUND 89 270806 BOOK DISCOUNTED ACTIVITY FEES, COURSE MATERIALS, ETC. PART I, LINE 2: THE NORTHWEST SCHOOL OFFERS FINANCIAL AID TUITION SCHOLARSHIPS BASED ON THE DEMONSTRATED FINANCIAL NEED OF ACCEPTED FAMILIES. THE SCHOOL USES CLARITY, THE SCHOOL AND STUDENT SERVICES APPLICATION PROCESS, ("SSS"), CLARITY SOFTWARE, AND ACCOMPANYING INDIVIDUAL FAMILY TAX RETURNS TO DETERMINE FINANCIAL NEED. THE SCHOOL HAS A WRITTEN FINANCIAL AID POLICY THAT GUIDES THE AWARD COMMITTEE IN DETERMINING THE NEED FOR ALL APPLICANT FAMILIES. APPLICANT FAMILIES MUST FIRST BE ACCEPTED FOR ACADEMIC ENROLLMENT PRIOR TO BEING AWARDED ANY TUITION FINANCIAL AID SCHOLARSHIPS. X X X X 0 0 0 0 0 0 0 0 0 RAY WILSON HEAD OF SCHOOL 330248 0 0 0 0 0 19800 0 36878 0 386926 0 0 0 FERNANDO VIANA DIRECTOR OF FINANCE & OPERATIONS 249286 0 0 0 0 0 14059 0 21011 0 284356 0 0 0 JAMES JOSEPH UPPER SCHOOL DIRECTOR THRU 12/23 187512 0 0 0 0 0 9820 0 12193 0 209525 0 0 0 JULIE LOMBARDO DIR. OF FUND DEVELOPMENT 176601 0 0 0 0 0 9135 0 15693 0 201429 0 0 0 GREG HAMPTON DIRECTOR OF IT 157972 0 0 0 0 0 9118 0 23662 0 190752 0 0 0 MARIA MOSES LOWER SCHOOL DIRECTOR 160058 0 0 0 0 0 9135 0 11593 0 180786 0 0 0 ERIN MILLER UPPER SCHOOL DIRECTOR 156972 0 0 0 0 0 8713 0 10678 0 176363 0 0 0 A WASHINGTON STATE HOUSING COMMISSION 911874730 NONEAVAIL 2012-05-24 10000000 REFUNDED ISSUE 6/7/05, CONSTRUCTION OF CAMPUS 0 0 0 A 3236484 10000000 264896 205690 6079414 3450000 2014 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 FORM 990, PART I, LINE 6: VOLUNTEERS ASSIST AT MANY COMMUNITY EVENTS SUCH AS INTERNATIONAL CELEBRATIONS, CLASSROOM EVENTS, FIELD TRIPS, SCHOOL TOURS, SCHOOL INFORMATION SESSIONS, PLAYS, AND ANNUAL FUND RAISING. THEY ALSO VOLUNTEER FOR COMMITTEE WORK ON BOARD COMMITTEES AND MEETINGS THROUGHOUT THE YEAR. BOARD MEMBERS LISTED ALSO VOLUNTEER THEIR TIME. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A DRAFT OF THE FORM 990 IS SENT TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE AUDIT AND RISK MANAGEMENT COMMITTEE ALSO REVIEWS THE FISCAL YEAR DRAFT FINANCIAL AUDIT PRIOR TO APPROVAL BY THE BOARD OF TRUSTEES. ADDITIONALLY, AN ELECTRONIC COPY OF THE FORM 990 WITHOUT DONOR NAMES IS PROVIDED TO ALL OTHER BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT EACH YEAR TO KEY EMPLOYEES, THE BOARD OF TRUSTEES AND COMMITTEE MEMBERS. THE DIRECTOR OF FINANCE AND OPERATIONS COMPILES A SUMMARY IF ANY CONFLICTS ARE REPORTED, AND IT IS SENT TO THE HEAD OF SCHOOL AND THE BOARD'S AUDIT & RISK MANAGEMENT COMMITTEE. THE BOARD OF TRUSTEES' AUDIT & RISK MANAGEMENT COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS AND DETERMINES IF ONE EXISTS. DISCLOSURE IS REQUIRED IN THE STATEMENT REGARDLESS OF MONETARY VALUE. IF A CONFLICT IS DISCLOSED, THE BOARD MEMBER IS RECUSED FROM VOTING AND/OR ATTENDING THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS BEEN DELEGATED THE TASK TO REVIEW AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR COMPENSATION FOR THE HEAD OF SCHOOL. THE EXECUTIVE COMMITTEE DETERMINES THE ORGANIZATIONS' HEAD OF SCHOOL SALARY BY COMPARING OTHER ORGANIZATION'S OFFICER SALARIES FROM FORM 990 AND CONDUCTING OTHER SURVEYS WITH COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITTEE REVIEWED AND MADE A RECOMMENDATION FOR THE COMPENSATION FOR THE HEAD OF SCHOOL FOR THE FISCAL YEAR ENDING ON JUNE 30, 2024. ALL OTHER SALARIES ARE REVIEWED BY THE HEAD OF SCHOOL AND THE DIRECTOR OF HUMAN RESOURCES AND DETERMINED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM EITHER THE SCHOOL'S MAIN OFFICE OR THE BUSINESS OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT FUND 12,448. THE CRAWFORD GROUP LLC 1415 SUMMIT AVE SEATTLE WA 98122 911061146 PROPERTY INVESTMENT WA 104551 2465200 THE NORTHWEST SCHOOL