2025-05-12T16:13:53-05:00 2024-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2023-07-01 371430960 EASTSIDE PREPARATORY SCHOOL EAST 4258225668 10613 NE 38TH PLACE KIRKLAND WA 98033 CASEY OTLEY DIRECTOR OF FINANCE & OPS. 4258225668 2025-05-09 1 0 SARAH B HUANG P00745974 4254544919 2025-05-09 2023 2025-03-06 01:10:19Z SAMUEL UZWACK 10613 NE 38TH PLACE KIRKLAND WA 98033 48258071 0 X WWW.EASTSIDEPREP.ORG X 2003 WA THE MISSION OF EASTSIDE PREPARATORY SCHOOL IS TO CREATE AN EXCEPTIONAL LEARNING ENVIRONMENT THAT FOSTERS THE INTELLECTUAL, PHYSICAL, SOCIAL AND EMOTIONAL WELL-BEING OF STUDENTS. THIS IS ACHIEVED THROUGH AN INTERDISCIPLINARY PROGRAM INCORPORATING INQUIRY-BASED AND EXPERIENTIAL INSTRUCTION, THE TEACHERS INSPIRE EACH STUDENT TO DEVELOP INTELLECTUAL CHARACTER, ETHICAL DISCERNMENT AND RESPONSIBILITY FOR SELF AND OTHERS. 17 17 197 53 0 0 9194234 11893354 23558877 24788218 675123 1312351 587835 669846 34016069 38663769 1367540 1744512 0 0 14920095 15375715 0 0 677140 8111776 8072734 24399411 25192961 9616658 13470808 100866201 113447900 38696608 38088281 62169593 75359619 WE INSPIRE STUDENTS TO CREATE A BETTER WORLD THROUGH CRITICAL THINKING, RESPONSIBLE ACTION, COMPASSIONATE LEADERSHIP, AND WISE INNOVATION. 0 0 21316990 1744512 25287270 EASTSIDE PREPARATORY SCHOOL PROVIDES INSTRUCTION FOR STUDENTS IN GRADES 5 THROUGH 12. DURING THE 2023-2024 ACADEMIC YEAR, 535 STUDENTS WERE ENROLLED. OUR THINKING CURRICULUM IS THE HALLMARK OF OUR PROGRAM, WHICH FOCUSES ON TEACHING STUDENTS TO THINK LIKE THE WRITERS, SCIENTISTS, HISTORIANS, ARTISTS AND MATHEMATICIANS WHOSE WORK THEY STUDY. AT EASTSIDE PREP, OUR COMMITMENT IS TO ENABLE OUR STUDENTS TO THINK FOR THEMSELVES - AND FOR THE GOOD OF THE PLANET. ADDITIONALLY, EASTSIDE PREPARATORY SCHOOL HAS PROVIDED $1,738,591 IN SCHOLARSHIPS TO AID IN TUITION AND OTHER SCHOOL RELATED COSTS IN 2023-2024. 21316990 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 197 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X CASEY OTLEY 4258225668 10613 NE 38TH PLACE KIRKLAND WA 98033 MEHRANE MOKDAD PRESIDENT 10.00 X X 0 0 0 MACK HINSON IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 JOSEPH WRIGHT TREASURER 5.00 X X 0 0 0 CHRIS LI SECRETARY 5.00 X X 0 0 0 HENRY SANDERS BOARD MEMBER 2.00 X 0 0 0 MEG CROW BOARD MEMBER 2.00 X 0 0 0 GINA JAMISON BOARD MEMBER 2.00 X 0 0 0 ALICIA MORENO GONZALEZ BOARD MEMBER 2.00 X 0 0 0 MARTA PICOTO BOARD MEMBER 2.00 X 0 0 0 AMIT BHUTANI BOARD MEMBER 2.00 X 0 0 0 AMY PANNONI BOARD MEMBER 2.00 X 0 0 0 HABIB RAHBAR BOARD MEMBER 2.00 X 0 0 0 CHASE JOHNSEN BOARD MEMBER 2.00 X 0 0 0 TADAS KISIELIUS BOARD MEMBER 2.00 X 0 0 0 SCOTT PEYREE BOARD MEMBER 2.00 X 0 0 0 GAGAN OBEROI BOARD MEMBER 2.00 X 0 0 0 CLIFF SU BOARD MEMBER 2.00 X 0 0 0 SAMUEL UZWACK HEAD OF SCHOOL 40.00 X 272799 0 23600 CASEY OTLEY DIR. OF FINANCE AND OPS. / CFO 40.00 X 266588 0 23475 KATHARINE PIKE PARENT ASSOCIATION PRESIDENT 2.00 X 0 0 0 JONATHAN BRIGGS DIR. OF TECH & INNOVATION / CTIO 40.00 X 239449 0 22729 FRANCIS GUMMERE ASSOCIATE HEAD OF SCHOOL 40.00 X 211923 0 20510 HENRY STEGEMAN UPPER SCHOOL HEAD 40.00 X 207300 0 20475 VICTORIA BALDWIN DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 188251 0 19350 CHRISTINA HADDEN ADMINISTRATIVE SERVICES DIR. 40.00 X 173824 0 18688 TERRY MACALUSO HEAD OF SCHOOL EMERITUS 40.00 X 753908 0 24519 2314042 0 173346 58 1 1 0 PARKING & TRANSPORTATION MGMT SVC TRANSW 2724 6TH AVE S 200 SEATTLE WA 98134 TRANSPORTATION SERVICE 341709 BACK 2 BASICS CLEANING SERVICE 8151 164TH AVE NE 175 REDMOND WA 98052 CUSTODIAL SERVICE 321895 UNIVERSITY MECHANICAL CONTRACTORS INC D 11611 49TH PLACE WEST MUKILTEO WA 98275 CONSTRUCTION REPAIR & SERVICES 179963 3 11893354 185301 11893354 TUITION AND FEES 611600 22836510 22836510 AUXILIARY ACTIVITIES 611710 1951708 1951708 24788218 441957 441957 170794 0 170794 170794 170794 9688476 2150 8820232 0 868244 2150 870394 870394 1245995 774070 471925 471925 BOOK COMMISSIONS 900099 27127 27127 27127 38663769 25287270 0 1483145 1738591 1738591 5921 5921 639742 209442 397525 32775 11716966 10168221 1253322 295423 527161 458988 54954 13219 1482919 1262129 182163 38627 1008927 849653 132585 26689 45977 920 45057 40000 800 39200 10075 10075 86748 15652 71096 661037 494312 158880 7845 264515 156647 102789 5079 690426 690426 251548 210831 28234 12483 55886 47203 7589 1094 328248 6565 321683 1997921 1746816 155491 95614 STUDENT ACTIVITIES 2049170 2049170 OTHER SERVICES 1162232 909185 216525 36522 EVENTS 205430 168241 1550 35639 223521 127277 91209 5035 25192961 21316990 3198831 677140 359805 317965 11847235 23269581 834397 3005985 10595652 11519265 23686 21713 460623 341746 81683350 14575296 57371414 67108054 19373389 7863591 100866201 113447900 1765814 1744651 21296178 21960700 15007332 13921726 627284 461204 38696608 38088281 X 53218249 66126866 8951344 9232753 62169593 75359619 100866201 113447900 X 13470808 17524 -298306 X 0 1 X 1 0 X 1757781 2039781 2079412 9194234 11893354 26964562 1757781 2039781 2079412 9194234 11893354 26964562 10806705 16157857 240055 80017 216430 786399 612751 1935652 7591 5133 12724 28912938 112457176 0.55880 0.59720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES - 2019 AMOUNT: $ 7,461. REIMBURSEMENTS - 2019 AMOUNT: $ 130. MISCELLANEOUS - 2022 AMOUNT: $ 5,133. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7118240 256488 323227 7697955 157500 6930491 30249 7118240 149636 7500 364 157500 150000 -364 149636 0.00000 1.00000 0.00000 0 0 20314129 20314129 53404206 10034236 43369970 6286844 3752671 2534173 1678171 788389 889782 67108054 DEFERRED COMPENSATION 461204 461204 36800047 17524 -1881246 -1863722 38663769 0 38663769 23610021 155651 155651 23454370 1738591 1738591 25192961 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF FUNDING STUDENT SUPPORT AND PROFESSIONAL DEVELOPMENT ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPUTED INTEREST ON BELOW MARKET LOAN -298,306. FINANCIAL AID -1,738,591. INTERNAL CATERING ACTIVITY 155,651. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERNAL CATERING ACTIVITY 155,651. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,738,591. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS POSTS ADS IN SEVERAL DIFFERENT NEWSPAPERS ON THE SCHOOL'S BEHALF AND IT IS ACCESSIBLE ON THE SCHOOL'S INTERNET HOMEPAGE. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 159000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 241000 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 212000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING GRANTS TO RECIPIENTS IN THIS REGION 5921 0 0 0 0 0 0 617921 0 617921 SUB-SAHARAN AFRICA MADAGASCAR MANGROVES PROJECT 5921 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. 1 FINANCIAL ASSISTANCE 57 0 1738591 BOOK FINANCIAL ASSISTANCE AWARDED TO ENROLLED STUDENTS PART I, LINE 2: EASTSIDE PREPARATORY SCHOOL IS COMMITTED TO ENSURING ALL FAMILIES APPLYING FOR FINANCIAL AID RECEIVE FULL AND IMPARTIAL CONSIDERATION. TO ACHIEVE THIS GOAL, EASTSIDE PREPARATORY SCHOOL USES THE CLARITY FOR FINANCIAL AID TO INDEPENDENTLY ASSESS EACH FAMILY'S ABILITY TO AFFORD THE COST OF ATTENDANCE. X X X X X 0 1 0 0 0 0 0 1 0 TERRY MACALUSO HEAD OF SCHOOL EMERITUS 293908 0 460000 0 0 0 14669 0 9850 0 778427 0 0 0 SAMUEL UZWACK HEAD OF SCHOOL 272799 0 0 0 0 0 13750 0 9850 0 296399 0 0 0 CASEY OTLEY DIR. OF FINANCE AND OPS. / CFO 266588 0 0 0 0 0 13625 0 9850 0 290063 0 0 0 JONATHAN BRIGGS DIR. OF TECH & INNOVATION / CTIO 239449 0 0 0 0 0 12879 0 9850 0 262178 0 0 0 FRANCIS GUMMERE ASSOCIATE HEAD OF SCHOOL 211923 0 0 0 0 0 10660 0 9850 0 232433 0 0 0 HENRY STEGEMAN UPPER SCHOOL HEAD 207300 0 0 0 0 0 10625 0 9850 0 227775 0 0 0 VICTORIA BALDWIN DIR. OF INSTITUTIONAL ADVANCEMENT 188251 0 0 0 0 0 9500 0 9850 0 207601 0 0 0 CHRISTINA HADDEN ADMINISTRATIVE SERVICES DIR. 138857 0 34967 0 0 0 8838 0 9850 0 192512 0 0 0 PART I, LINE 4B TERRY MACALUSO, HEAD OF THE SCHOOL EMERITUS, PARTICIPATED IN A DEFERRED COMPENSATION ARRANGEMENT DURING THE YEAR. TOTAL CONTRIBUTIONS DURING 2023 WERE $14,669 PART I, LINE 7 TERRY MACALUSO, HEAD OF THE SCHOOL EMERITUS, RECEIVED A BONUS DURING THE YEAR AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. CHRISTINA HADDEN, ADMINISTRATIVE SERVICES DIRECTOR, RECEIVED A BONUS DURING THE YEAR AT THE DISCRETION OF THE HEAD OF SCHOOL. NA N/A 108983 FINANCIAL AID FINANCIAL AID X 15 177824 FAIR MARKET VALUE X PHOTOGRAPHY EQUIPMENT 1 4477 FAIR MARKET VALUE X MUSIC EQUIPMENT 1 3000 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: COUNT DETERMINED BY THE NUMBER OF INDIVIDUALS PERFORMING BOARD OF TRUSTEES, AND PARENT AND GUARDIAN ASSOCIATION ROLES. A CALCULATION OF THE PARENT AND GUARDIAN ASSOCIATION AND BOARD OF TRUSTEES IS BASED UPON THE COUNT OF TOTAL VOLUNTEERS BY ROLE/TASK AND APPROXIMATELY 40 WEEKS OF ACTIVE WORK PER ACADEMIC YEAR TOTALING 2,240 ESTIMATED HOURS OF VOLUNTEERISM. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE FISCAL YEAR WHICH INCLUDE THE FOLLOWING CHANGES: - THERE SHALL BE NO FEWER THAN ELEVEN BOARD MEMBERS. - ANY COMMITEE SHALL CONSISTS OF FOUR OR MORE TRUSTEES. - COMMITTEES OF THE BOARD MAY INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: EXECUTIVE, ASSET MANAGEMENT, COMMITTEE ON TRUSTEES, INSTITUTIONAL ADVANCEMENT, AND ADVISORY COMMITTEE ON HEALTH AND SAFETY. - AT REGULAR MEETINGS A QUORUM IS 2/3 OR MORE OF THE NUMBER OF CURRENTLY VOTING TRUSTEES. - SPECIAL MEETINGS ARE CALLED BY THE PRESIDENT, SECRETARY OR A QUORUM (2/3 OR MORE) OF CURRENTLY VOTING TRUSTEES. - THE PRESIDENT MAY NO LONGER EXECUTE DEEDS, BONDS, CONTRACTS AND OTHER OBLIGATIONS ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS PROVIDES INFORMATION TO A CERTIFIED PUBLIC ACCOUNTANT TO PREPARE THE FORM 990. THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE DRAFT FORM 990 PRIOR TO THE BOARD TREASURER. A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILLING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL SCHOOL BOARD MEMBERS SHALL REVIEW THE VOLUNTEER CODE OF ETHICS ANNUALLY AND SIGN A STATEMENT WHICH AFFIRMS THEY UNDERSTAND AND AGREE TO COMPLY WITH THE TERMS OF THE VOLUNTEER CODE OF ETHICS. ANY CONFLICTS SHOULD BE DISCLOSED TO THE HEAD OF SCHOOL AND TO THE BOARD PRESIDENT. CONFLICTS WILL BE INVESTIGATED AND APPROPRIATE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SETS THE HEAD OF SCHOOL SALARY BASED ON NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS SALARY. THE HEAD OF SCHOOL SETS ALL OTHER SALARIES IN A SIMILAR FASHION. THE LAST COMPENSATION REVIEW FOR THE ANNUAL SALARY OF THE HEAD OF SCHOOL WAS JULY 2022 AND ESTABLISHED A THREE-YEAR TERM AGREEMENT FROM JULY 1, 2023 THROUGH JUNE 30, 2026. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: IMPUTED INTEREST ON BELOW MARKET LOAN -298,306.