2024-05-15T11:12:13-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 371430960 EASTSIDE PREPARATORY SCHOOL EAST 4258225668 10613 NE 38TH PLACE KIRKLAND WA 98033 CASEY OTLEY DIRECTOR OF FINANCE & OPS. 4258225668 2024-05-14 1 CASEY OTLEY 999009999 0 SARAH B HUANG P00745974 4254544919 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TERRY MACALUSO 10613 NE 38TH PLACE KIRKLAND WA 98033 38899914 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 17 173 53 0 0 2079412 9194234 21676848 23558877 256112 675123 402954 587835 24415326 34016069 1041248 1367540 0 0 13295617 14920095 0 0 715002 7107450 8111776 21444315 24399411 2971011 9616658 91598705 100866201 38202587 38696608 53396118 62169593 WE INSPIRE STUDENTS TO CREATE A BETTER WORLD THROUGH CRITICAL THINKING, RESPONSIBLE ACTION, COMPASSIONATE LEADERSHIP, AND WISE INNOVATION. 0 0 20648848 1367540 24141579 EASTSIDE PREPARATORY SCHOOL PROVIDES INSTRUCTION FOR STUDENTS IN GRADES 5 THROUGH 12. DURING THE 2022-2023 ACADEMIC YEAR, 539 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 $1,367,540 IN SCHOLARSHIPS TO AID IN TUITION AND OTHER SCHOOL RELATED COSTS IN 2022-2023. 20648848 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 173 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WA 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 SCOTT HAEGER TREASURER 5.00 X X 0 0 0 CHRIS LI SECRETARY 5.00 X X 0 0 0 JENNIFER HALLMAN BOARD MEMBER 2.00 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 AMITPAL 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 JOSEPH WRIGHT BOARD MEMBER 2.00 X 0 0 0 TERRY MACALUSO HEAD OF SCHOOL 40.00 X 457795 0 44039 CASEY OTLEY DIR. OF FINANCE AND OPS./CFO 40.00 X 246136 0 20495 KATHARINE PIKE PARENT ASSOCIATION PRESIDENT 2.00 X 0 0 0 SAMUEL UZWACK MIDDLE SCHOOL HEAD 40.00 X 244160 0 21750 JONATHAN BRIGGS DIR. OF TECH & INNOVATION/CTIO 40.00 X 218162 0 21254 FRANCIS GUMMERE COLLEGE COUNSELING & ALUMNI 40.00 X 202038 0 19700 HENRY STEGEMAN UPPER SCHOOL HEAD 40.00 X 187965 0 18918 VICTORIA BALDWIN DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 172764 0 18250 1729020 0 164406 43 0 1 0 JAN-PRO CLEANING SYSTEMS OF PUGET SOUND 500 S 336TH ST 201 FEDERAL WAY WA 98003 CUSTODIAL 310055 PARKING & TRANSPORTATION MGMT SVC DBA TR 2724 6TH AVE S 200 SEATTLE WA 98134 BUS SERVICES 280256 SAMIAN LLC 10570 NE 12TH ST 104 BELLEVUE WA 98004 CONSULTING 127500 1 9194234 70449 9194234 TUITION AND FEES 611600 21528980 21528980 AUXILIARY ACTIVITIES 611710 2029897 2029897 23558877 786399 786399 3999766 3999302 111740 464 -111740 -111276 -111276 1355505 772803 582702 582702 OTHER INCOME 900099 5133 5133 5133 34016069 24141579 0 680256 1367540 1367540 1260709 597868 567332 95509 10885303 9477190 1160776 247337 458294 395709 50438 12147 1381691 1164007 179319 38365 934098 778177 129612 26309 23642 473 23169 36693 734 35959 8793 8793 65617 17499 48118 728015 523933 171832 32250 280335 167241 106517 6577 634524 634524 144955 121418 16268 7269 205875 169474 17559 18842 355384 7108 348276 1888616 1651249 146984 90383 STUDENT ACTIVITIES 2246181 2246181 OTHER SERVICES 1010114 951348 14801 43965 EVENTS 286074 244398 111 41565 196958 132777 57815 6366 24399411 20648848 3035561 715002 1190478 359805 620631 11847235 98168 834397 9734496 10595652 20621 23686 420965 460623 70116261 12744847 58050797 57371414 21462549 19373389 91598705 100866201 1598711 1765814 20422000 21296178 16041595 15007332 140281 627284 38202587 38696608 X 51083000 53218249 2313118 8951344 53396118 62169593 91598705 100866201 X 9616658 -520669 -322514 X 0 1 X 1 0 X 2606295 1757781 2039781 2079412 9194234 17677503 2606295 1757781 2039781 2079412 9194234 17677503 6176008 11501495 241253 240055 80017 216430 786399 1564154 6039 7591 5133 18763 19260420 104105399 0.59720 0.75400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES - 2018 AMOUNT: $ 2,025. 2019 AMOUNT: $ 7,461. REIMBURSEMENTS - 2018 AMOUNT: $ 4,014. 2019 AMOUNT: $ 130. MISCELLANEOUS - 2022 AMOUNT: $ 5,133. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157500 6930491 30249 7118240 149636 7500 364 157500 150000 -364 149636 0.00000 1.00000 0.00000 0 0 13856910 13856910 48722091 8706668 40015423 6126742 3240233 2886509 1410518 797946 612572 57371414 DEFERRED COMPENSATION 627284 627284 31805346 -520669 -1690054 -2210723 34016069 0 34016069 23031871 0 23031871 1367540 1367540 24399411 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: FINANCIAL AID -1,367,540. IMPUTED INTEREST ON BELOW MARKET LOAN -322,514. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,367,540. 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 89441 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 152940 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 225874 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 71764 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 139322 0 0 0 0 0 0 679341 0 679341 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: 1 FINANCIAL ASSISTANCE 42 0 1367540 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 STUDENT AND SCHOOL SERVICES FOR FINANCIAL AID (SSS) TO INDEPENDENTLY ASSESS EACH FAMILY'S ABILITY TO AFFORD THE COST OF ATTENDANCE. X X 0 1 0 0 0 0 0 0 0 TERRY MACALUSO HEAD OF SCHOOL 457795 0 0 0 0 0 35250 0 8789 0 501834 0 0 0 CASEY OTLEY DIR. OF FINANCE AND OPS./CFO 246136 0 0 0 0 0 12500 0 7995 0 266631 0 0 0 SAMUEL UZWACK MIDDLE SCHOOL HEAD 244160 0 0 0 0 0 12250 0 9500 0 265910 0 0 0 JONATHAN BRIGGS DIR. OF TECH & INNOVATION/CTIO 218162 0 0 0 0 0 11754 0 9500 0 239416 0 0 0 FRANCIS GUMMERE COLLEGE COUNSELING & ALUMNI 202038 0 0 0 0 0 10200 0 9500 0 221738 0 0 0 HENRY STEGEMAN UPPER SCHOOL HEAD 187965 0 0 0 0 0 9418 0 9500 0 206883 0 0 0 VICTORIA BALDWIN DIR. OF INSTITUTIONAL ADVANCEMENT 172764 0 0 0 0 0 8750 0 9500 0 191014 0 0 0 PART I, LINE 4B TERRY MACALUSO, HEAD OF THE SCHOOL, PARTICIPATED IN A DEFERRED COMPENSATION ARRANGEMENT DURING THE YEAR. TOTAL CONTRIBUTIONS DURING 2022 WERE $20,000. X 15 70449 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 TRUSTEE, PARENT, AND GUARDIAN ASSOCIATION ROLES. A CALCULATION OF THE PARENT, 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 B, LINE 11B THE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES UPON REQUEST. 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 EXECUTIVE 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 THE SCHOOL WAS AUGUST 2018. 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 -322,514.