2025-04-22T12:12:43-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 910161095 THE BUSH SCHOOL BUSH 2063227978 3400 E HARRISON STREET SEATTLE WA 98112 PERCY ABRAM HEAD OF SCHOOL 2063227978 2025-04-17 1 0 BRIAN YACKER P00401346 9492222999 2025-04-17 2023 2025-03-06 01:10:19Z PERCY ABRAM 3400 E HARRISON STREET SEATTLE WA 98112 43235177 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. 23 23 313 250 0 0 4227079 4931431 29642744 31238168 1047597 1782657 10003 269572 34927423 38221828 4972284 5335972 0 0 17915576 19770118 0 0 1343662 9842321 10685054 32730181 35791144 2197242 2430684 104256992 107364663 35024790 33660648 69232202 73704015 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 26587570 5335972 28948333 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. 2208640 2285704 AUXILIARY PROGRAM REVENUE INCLUDES INCOME FROM OUR EXTENDED DAY AND SUMMER PROGRAMS. AUXILIARY EXPENSES ARE FOR THE SAME PROGRAMS. 28796210 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 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 1 123 0 1 313 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO MD MI NH PA SC UT WA X THE ORGANIZATION 2063227978 3400 E HARRISON STREET SEATTLE WA 98112 PERCY ABRAM HEAD OF SCHOOL 40.00 X 471315 0 40107 RATHER STANTON CFO & COO 40.00 X 262534 0 12675 MATTHEW LAI DIRECTOR OF UPPER SCHOOL 40.00 X 208186 0 17501 SHARON HURT DIRECTOR OF DEV. & STRATEG 40.00 X 201108 0 22168 SARAH SMITH AHOS FOR ACADEMICS 40.00 X 198354 0 17005 JO ITO DIRECTOR OF ATHLETICS 40.00 X 157053 0 23673 ADAM CHOICE DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 152245 0 17816 SHAWNA SKJONSBERG-FOTOPOULOS DIRECTOR OF HUMAN RESOURCES 40.00 X 150565 0 17420 AMANDA GEISMANN CONTROLLER 40.00 X 145816 0 14349 ALIYA VIRANI DIRECTOR OF LOWER SCHOOL 40.00 X 147254 0 8907 MELISSA LANCTOT DIR. OF CC & STUDENT SUCCESS 40.00 X 135047 0 20525 CHRISTINE MILLER UPPER SCHOOL FAC. & DEAN 40.00 X 131904 0 18658 ETHAN DELAVAN DIR. OF TECH & EXT. PROG. 40.00 X 127909 0 21005 LISA CARROLL PRESIDENT/CHAIR 10.00 X X 0 0 0 SALONE HABIBUDDIN VICE PRESIDENT 10.00 X X 0 0 0 KARIM LESSARD SECRETARY 10.00 X X 0 0 0 AMY FERNANDES CO-TREASURER, CO-CHAIR 10.00 X X 0 0 0 ATUL BALI CO-TREASURER, CO-CHAIR 10.00 X X 0 0 0 WESLEY BURNS CHAIR, INVESTMENT COMMITTEE 10.00 X X 0 0 0 JULIE OKERSTROM CHAIR, DEVELOPMENT COMMITTEE 10.00 X X 0 0 0 QUENTIN STREETS CHAIR, DEI 10.00 X X 0 0 0 JUDI YATES CO-CHAIR, CDDTF 10.00 X X 0 0 0 KATHY O'KELLEY CO-CHAIR, CDDTF 10.00 X X 0 0 0 CHRIS CHICKADEL CO-CHAIR, CCTF 10.00 X X 0 0 0 EMILY ALHADEFF CO-CHAIR - CCTF 10.00 X X 0 0 0 LOREN 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 ZANE BEHNKE TRUSTEE 10.00 X 0 0 0 CRAIGE BLACKMORE TRUSTEE 10.00 X 0 0 0 IRENE FISHER TRUSTEE 10.00 X 0 0 0 GEOFF HARRIS TRUSTEE 10.00 X 0 0 0 PATRICIA PATTI HEARN TRUSTEE 10.00 X 0 0 0 DANIEL PAK 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 2489290 0 251809 35 0 1 0 RAFN COMPANY 1721 132ND AVE NE BELLEVUE WA 980052224 CONSTRUCTION CONTRACTOR 8582556 MITHUN INC 1201 ALASKAN WAY 200 SEATTLE WA 98101 ARCHITECTURE SERVICES 1313061 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 937748 BLOOM PROJECTS LLC 117 EAST LOUISA ST BOX 700 SEATTLE WA 98102 CAMPUS CONSTRUCTION CONSULTANT 717792 SHKS ARCHITECTS 1050 N 38TH STREET SEATTLE WA 98103 ARCHITECTURE SERVICES 290291 11 676858 4254573 740510 4931431 TUITION AND FEES 900099 28948333 28948333 AUXILIARY 900099 2289835 2289835 31238168 1134332 1134332 80650 13450 67200 67200 67200 5454122 7000 4812797 0 641325 7000 648325 648325 314167 676858 152475 161692 161692 30496 34627 -4131 -4131 REBATES 900099 44811 44811 44811 38221828 31234037 0 2056360 5335972 5335972 1793672 1407029 306150 80493 14560316 11454934 2451976 653406 735716 569435 133265 33016 1461057 1132407 263084 65566 1219357 945505 219132 54720 50701 50701 117739 52533 57350 7856 4629 2066 2253 310 1075839 508552 491238 76049 245704 198308 35547 11849 1770125 827776 786948 155401 31614 14106 15399 2109 229567 102429 111821 15317 615546 615546 2098224 1930366 167858 525966 264804 228068 33094 AUXILIARY 2208640 2208640 EDUCATIONAL SUPPLIES 981653 981653 DUES AND SUBSCRIPTIONS 249111 111149 121341 16621 RECRUITING 130092 58045 63367 8680 349904 74955 145774 129175 35791144 28796210 5651272 1343662 5259938 2410222 8762933 4796978 1486295 2059713 2637903 5965973 651039 393715 86438457 24874195 58104068 61564262 27354816 30173800 104256992 107364663 1846015 635962 10474190 11195029 22196425 21806125 60065 20312 448095 3220 35024790 33660648 X 53089140 55902112 16143062 17801903 69232202 73704015 104256992 107364663 2430684 2041129 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 14.50 0 0 0 1 1 250.00 5000 0 1 X 26103471 478823 3327775 907998 29002071 23588752 468320 2478399 432000 26103471 26583817 151897 -2735962 411000 23588752 21558257 313407 4712153 26583817 20724641 132859 700777 21558277 0.39600 0.43100 0.17300 0 0 871248 871248 78384480 22133228 56251252 3558698 1691377 1867321 3624031 1049590 2574441 61564262 CONSTRUCTION RETAINAGE 3220 3220 X 34924361 2041129 -5335972 -3294843 38219204 50701 -48077 2624 38221828 30452548 48077 48077 30404471 50701 5335972 5386673 35791144 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 -5,335,972. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -34,627. RENTAL EXPENSE -13,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 34,627. RENTAL EXPENSE 13,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,335,972. 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. CELEBRATE BUSH 991025 676858 314167 29519 85525 11900 25531 991025 676858 314167 29519 85525 11900 25531 152475 161692 1 FINANCIAL AID 153 5335972 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 350758 0 120557 0 0 0 33000 0 7107 0 511422 0 0 0 RATHER STANTON CFO & COO 262434 0 100 0 0 0 5568 0 7107 0 275209 0 0 0 MATTHEW LAI DIRECTOR OF UPPER SCHOOL 190586 0 17600 0 0 0 10394 0 7107 0 225687 0 0 0 SHARON HURT DIRECTOR OF DEV. & STRATEG 201008 0 100 0 0 0 15061 0 7107 0 223276 0 0 0 SARAH SMITH AHOS FOR ACADEMICS 198254 0 100 0 0 0 9898 0 7107 0 215359 0 0 0 JO ITO DIRECTOR OF ATHLETICS 156953 0 100 0 0 0 15412 0 8261 0 180726 0 0 0 ADAM CHOICE DIRECTOR OF ENROLLMENT MANAGEMENT 152145 0 100 0 0 0 9555 0 8261 0 170061 0 0 0 SHAWNA SKJONSBERG-FOTOPOULOS DIRECTOR OF HUMAN RESOURCES 150465 0 100 0 0 0 10941 0 6479 0 167985 0 0 0 AMANDA GEISMANN CONTROLLER 145716 0 100 0 0 0 6088 0 8261 0 160165 0 0 0 ALIYA VIRANI DIRECTOR OF LOWER SCHOOL 147154 0 100 0 0 0 8907 0 0 0 156161 0 0 0 MELISSA LANCTOT DIR. OF CC & STUDENT SUCCESS 134947 0 100 0 0 0 13418 0 7107 0 155572 0 0 0 CHRISTINE MILLER UPPER SCHOOL FAC. & DEAN 131804 0 100 0 0 0 11597 0 7061 0 150562 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 0 1 B 2500000 2500000 0 0 0 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 10 740510 FMV 0 1 0 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 B, LINE 15 THE COMPENSATION COMMITTEE, CONSISTING OF SOME MEMBERS OF THE BOARD OF TRUSTEES, REVIEWS THE COMPENSATION OF THE HEAD OF SCHOOL USING BENCHMARK INFORMATION FROM COMPARABLE SCHOOLS. THE LAST REVIEW WAS PERFORMED IN MAY 2022. THE HEAD OF SCHOOL REVIEWS THE COMPENSATION FOR THE ASSISTANT HEAD FOR FINANCE AND OPERATIONS AND THE DIRECTOR OF DEVELOPMENT AS WELL AS OTHER MEMBERS OF THE ADMINISTRATIVE GROUP AND SIGNS THEIR EMPLOYMENT AGREEMENTS. 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.