2024-05-14T17:13:51-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 237014921 EPIPHANY SCHOOL EPIP 2063239011 3611 E DENNY WAY SEATTLE WA 98122 JENNIFER B ELKIN HEAD OF SCHOOL 2063239011 2024-05-10 1 JENNIFER ELKIN 999009999 0 SARAH B HUANG P00745974 4254544919 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER B ELKIN 3611 E DENNY WAY SEATTLE WA 98122 13431251 0 X WWW.EPIPHANYSCHOOL.ORG X 1969 WA INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROX. 264 CHILDREN FROM THE GREATER SEATTLE AREA IN PRE-K THROUGH GRADE 5. 20 20 103 209 0 0 1480461 1327445 8370520 9184169 412005 432977 -52140 -79013 10210846 10865578 764097 763585 0 0 6416557 6933588 0 118500 399427 2279333 2621165 9459987 10436838 750859 428740 35459205 37151947 8473035 8706739 26986170 28445208 X EPIPHANY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, SERVING APPROXIMATELY 264 CHILDREN FROM THE GREATER SEATTLE AREA, IN GRADES PRE-KINDERGARTEN THROUGH FIVE. THROUGH INNOVATIVE TEACHING IN A CARING AND INCLUSIVE ENVIRONMENT, EPIPHANY SCHOOL CHALLENGES AND SUPPORTS ALL STUDENTS TO BECOME CONFIDENT, CURIOUS AND COURAGEOUS LEARNERS. 0 0 6499757 9010567 EPIPHANY SCHOOL PROVIDES SCHOOLING FOR APPROXIMATELY 264 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH FIVE, ACCREDITED THROUGH THE RIGOROUS STANDARDS OF THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS. THE EPIPHANY SCHOOL EXPERIENCE IS ABOUT CHALLENGING AND CARING FOR CHILDREN. AN EPIPHANY EDUCATION PROVIDES STUDENTS WITH STRONG ACADEMIC SKILLS, LOVE OF LEARNING, COMMUNITY PARTICIPATION AS WELL AS A SENSE OF PERSONAL RESPONSIBILITY. HIGH EXPECTATIONS AND SMALL CLASSES ALLOW FOR INDIVIDUAL ATTENTION, WHICH FOSTERS INTELLECTUAL DEVELOPMENT AND SELF-CONFIDENCE. WE ALSO WANT OUR STUDENTS TO GROW IN PHYSICAL AND SOCIAL SKILLS AND TO DEVELOP EMPATHY AND AWARENESS OF OTHERS. 763585 763585 EPIPHANY SCHOOL PROVIDES FINANCIAL ASSISTANCE TO STUDENTS BASED ON NEED AS ASSESSED BY FINANCIAL AID FOR SCHOOL TUITION (FAST) SYSTEM, AN AFFILIATE ORGANIZATION OF THE INDEPENDENT SCHOOL MANAGEMENT ASSOCIATION. DURING THE 2022-2023 SCHOOL YEAR, 29 STUDENTS RECEIVED FINANCIAL AID. 385278 173602 THE LEARNING SKILLS PROGRAM AT EPIPHANY, INITIATED IN THE EARLY 1970S, IS ONE UNIQUE FEATURE OF THE SCHOOL. IN ADDITION TO INTEGRATING THEMSELVES INTO THE KINDERGARTEN THROUGH FIFTH GRADE CLASSROOMS, TEACHERS OF THE LEARNING SKILLS PROGRAM UTILIZE ONE-ON-ONE TUTORING TO ADDRESS SPECIFIC STUDENT NEEDS. ABOVE ALL, THE LEARNING SKILLS SPECIALISTS NOT ONLY SUPPORT STUDENTS AND TEACHERS IN AND OUT OF THE CLASSROOM, BUT ALSO ACT AS CHAMPIONS FOR DIFFERENTIATED INSTRUCTION AT EPIPHANY SCHOOL. 7648620 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X RAFAEL (ALEX) RAMIREZ 2069713065 3611 E DENNY WAY SEATTLE WA 98122 BEN MAGNANO BOARD PRESIDENT 5.00 X X 0 0 0 LEE FALCK BOARD VICE PRESIDENT 2.00 X X 0 0 0 JAY GOYAL BOARD TREASURER 1.00 X X 0 0 0 JAMIE MORRIS BOARD SECRETARY 1.00 X X 0 0 0 SOMANY AN TRUSTEE 1.00 X 0 0 0 ROBERT BLACKWELL TRUSTEE 1.00 X 0 0 0 MARK CALLAGHAN TRUSTEE 1.00 X 0 0 0 JENNY CUMMINS TRUSTEE 1.00 X 0 0 0 ANN FELTON TRUSTEE 1.00 X 0 0 0 MANDY GANDT TRUSTEE 1.00 X 0 0 0 BOB HENRY TRUSTEE 1.00 X 0 0 0 JESSICA HUGHES TRUSTEE 1.00 X 0 0 0 RONALD KOO TRUSTEE 1.00 X 0 0 0 ERIN LEA TRUSTEE 1.00 X 0 0 0 AMY MCCULLOUGH TRUSTEE 1.00 X 0 0 0 KEN MILLER TRUSTEE 1.00 X 0 0 0 ROB PHILLIPS TRUSTEE 1.00 X 0 0 0 CORRIE ROSEN TRUSTEE 1.00 X 0 0 0 JEFF SHIU TRUSTEE 1.00 X 0 0 0 JOANNA SMITH TRUSTEE 1.00 X 0 0 0 KARA WESTHUSING TRUSTEE 1.00 X 0 0 0 MAX HUNTER TRUSTEE THRU 01/23 1.00 X 0 0 0 JENNIFER B ELKIN HEAD OF SCHOOL 40.00 X 319371 0 71307 RAFAEL RAMIREZ DIR OF FINANCE AND OPERATIONS 40.00 X 163706 0 22102 LONNIE HERRING BUSINESS MANAGER 40.00 X 133004 0 25472 LAUREN SMITH DIRECTOR OF DEVELOPMENT 40.00 X 131024 0 2695 GREGORY JONES DIR OF ADMISSION & ENROLLMENT MGMT 40.00 X 130760 0 28441 ALLISEN HAWORTH UPPER ELEMENTARY DIVISION HEAD 40.00 X 129108 0 28490 CELIA RUSSO LOWER ELEMENTARY DIVISION HEAD 40.00 X 122700 0 26428 1129673 0 204935 13 0 1 0 NW CONTRACT CLEANERS LLC 1325 4TH AVE 1540 SEATTLE WA 98101 JANITORIAL SERVICES 124929 T CAREY CONSULTING 1752 NW MARKET ST945 SEATTLE WA 98107 DEVELOPMENT CONSULTANT 118500 EXP TECHNICAL INC 1911 SW CAMPUS DR578 FEDERAL WAY WA 98023 IT SUPPORT CONSULTANT 106628 3 436542 129745 761158 63464 1327445 TUITION: PRE K-5 611710 8560369 8560369 EXT DAY, SUMMER CAMP 624410 426807 426807 TUITION: LRNING SKILLS 611710 173602 173602 FEES 611710 23391 23391 9184169 375394 375394 2434978 1550 2378945 0 56033 1550 57583 57583 98253 436542 186728 -88475 -88475 REWARDS 900099 4593 4593 PARENT COUNCIL 900099 2660 2660 YEARBOOK SALES 900099 1214 1214 995 995 9462 10865578 9184169 0 353964 763585 763585 547641 73018 456368 18255 5175324 3991446 1039519 144359 278777 213881 57110 7786 478826 354477 110681 13668 453020 323855 116298 12867 9479 9479 54521 54521 118500 118500 45861 45861 186463 186463 65774 65774 100280 71687 25745 2848 312807 294039 15640 3128 521031 496022 22404 2605 84793 39366 43863 1564 2000 2000 536624 510866 23075 2683 57841 55065 2487 289 BOOKS AND SUPPLIES 196168 196168 DEVELOPMENT 184436 65596 53800 65040 PAYROLL/HR EXPENSE 127587 91209 32754 3624 CLASSROOM & ADMISSIONS 95775 80098 14588 1089 39725 28242 10361 1122 10436838 7648620 2388791 399427 63659 113377 976892 1392297 22789 13299 6763221 7256878 119980 142076 20949572 7767310 13647649 13182262 13865015 15051758 35459205 37151947 620074 510579 7852961 8196160 8473035 8706739 X 23306821 24184040 3679349 4261168 26986170 28445208 35459205 37151947 428740 1030298 0 X 0 1 X 1 0 X 834595 751627 858881 1480461 1327445 5253009 834595 751627 858881 1480461 1327445 5253009 217648 5035361 292720 291661 267281 359030 375394 1586086 4566 7422 2474 4595 9462 28519 6867614 37744108 0.73320 0.71350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 2,939. 2019 AMOUNT: $ 5,301. 2020 AMOUNT: $ 1,224. 2021 AMOUNT: $ 2,298. 2022 AMOUNT: $ 4,869. REBATES REIMBURSEMENTS - 2018 AMOUNT: $ 948. 2019 AMOUNT: $ 1,325. 2020 AMOUNT: $ 1,250. 2021 AMOUNT: $ 2,297. 2022 AMOUNT: $ 4,593. COMMISSIONS - 2018 AMOUNT: $ 679. 2019 AMOUNT: $ 796. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13163391 111800 1438608 45861 14667938 14672838 414100 -1923547 13163391 11999394 20100 3135181 25428 456409 14672838 12066640 55100 353402 23231 452517 11999394 12099309 7002 625186 23180 641677 12066640 0.72430 0.15800 0.11770 0 0 2159770 2159770 17532863 6758671 10774192 230107 103800 126307 672557 571699 100858 354275 333140 21135 13182262 11077764 1030298 -818112 212186 10865578 0 10865578 9618726 0 9618726 45861 772251 818112 10436838 PART V, LINE 4: ENDOWMENT FUNDS ARE USED IN ACCORDANCE TO DONOR RESTRICTIONS. AS DEFINED IN THE INVESTMENT POLICY STATEMENT, A PERCENTAGE OF ENDOWMENT IS INCLUDED EACH YEAR AS PART OF THE SCHOOL'S OPERATING BUDGET. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX -763,585. INVESTMENT MANAGEMENT FEES REPORTED ON PART IX -45,861. EVENT EXPENSE REPORTED ON PART IX -8,666. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID REPORTED ON PART IX 763,585. EVENT EXPENSE REPORTED ON PART IX 8,666. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE FOLLOWING IS INCLUDED ON OUR ADMISSIONS WEBSITE: EPIPHANY SCHOOL IS COMMITTED TO THE AMERICANS WITH DISABILITIES ACT AND THE PRINCIPLE OF EQUAL ACCESS AND OPPORTUNITY IN EDUCATION AND EMPLOYMENT AND FULL PARTICIPATION FOR PERSONS WITH DISABILITIES IN ALL OF ITS PROGRAMS AND SERVICES. EPIPHANY SCHOOL IS AN EQUAL OPPORTUNITY EMPLOYER AND WILL NOT DISCRIMINATE AGAINST ANY EMPLOYEE BECAUSE OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, GENDER IDENTITY, AGE, SEX, MARITAL STATUS, POLITICAL IDEOLOGY, SEXUAL ORIENTATION, PHYSICAL OR MENTAL DISABILITY, MILITARY STATUS, GENETIC INFORMATION, OR ANY OTHER CHARACTERISTIC PROTECTED BY FEDERAL, STATE, OR LOCAL LAW. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED A GRANT FROM THE U.S. DEPARTMENT OF EDUCATION THROUGH THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS PROGRAM. X X X X X 0 T CAREY CONSULTING 1752 NW MARKET STREET SEATTLE WA 98107 CAPITAL CAMPAIGN PLANNING, CONSULTING 0 0 118500 -118500 118500 -118500 WA AUCTION 534795 436542 98253 12625 52724 13999 107380 534795 436542 98253 12625 52724 13999 107380 186728 -88475 1 FINANCIAL AID 29 763585 BOOK TUITION WAIVER FOR NEED-BASED FINANCIAL AID PART I, LINE 2: FAMILIES INTERESTED IN FINANCIAL AID APPLY THROUGH THE FINANCIAL AID FOR SCHOOL TUITION (FAST) SYSTEM, AN AFFILIATE ORGANIZATION OF THE INDEPENDENT SCHOOL MANAGEMENT ASSOCIATION. FAMILIES COMPLETE AN APPLICATION AND PROVIDE TAX RETURNS, A STATEMENT OF NET WORTH, MONTHLY CASH FLOW/HOUSEHOLD EXPENDITURES, AND OTHER RELEVANT DOCUMENTATION. FAST PERFORMS AN INITIAL ANALYSIS AND MAKES A RECOMMENDATION FOR A FINANCIAL AID GRANT TO THAT FAMILY. OUR BUSINESS MANAGER REVIEWS THE INFORMATION, VERIFYING REASONABLENESS AND CONSISTENCY. SHE MAY CONTACT THE APPLICANT FOR CLARIFICATION IF NECESSARY. SHE MAKES A RECOMMENDATION TO THE FINANCIAL AID REVIEW COMMITTEE BASED ON THE FAST CALCULATION AND ANY EXTENUATING INFORMATION. THE FINAL DECISION IS MADE BY THE FINANCIAL AID REVIEW COMMITTEE WHICH CONSISTS OF THE HEAD OF SCHOOL, DIRECTOR OF FINANCE AND OPERATIONS, DIRECTOR OF ADMISSION, AND AT LEAST ONE REPRESENTATIVE FROM THE BOARD OF TRUSTEES. X 1 1 X X 0 0 0 0 0 0 0 1 0 JENNIFER B ELKIN HEAD OF SCHOOL 299371 0 20000 0 0 0 47500 0 23807 0 390678 0 0 0 RAFAEL RAMIREZ DIR OF FINANCE AND OPERATIONS 162167 0 1539 0 0 0 14794 0 7308 0 185808 0 0 0 GREGORY JONES DIR OF ADMISSION & ENROLLMENT MGMT 129330 0 1430 0 0 0 19350 0 9091 0 159201 0 0 0 LONNIE HERRING BUSINESS MANAGER 131574 0 1430 0 0 0 13725 0 11747 0 158476 0 0 0 ALLISEN HAWORTH UPPER ELEMENTARY DIVISION HEAD 127678 0 1430 0 0 0 19125 0 9365 0 157598 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL HAS ACCESS TO A CONTRACTUALLY-APPROVED DISCRETIONARY FUND, WITH NONE LISTED AS A TAXABLE BENEFIT. PART I, LINE 7 FOR OTHER OFFICERS AND HIGHLY COMPENSATED EMPLOYEES, THE BONUS AMOUNTS ARE DETERMINED AT THE DISCRETION OF THE HEAD OF SCHOOL. NA N/A 36479 FINANCIAL AID FINANCIAL AID X 4 8981 FAIR MARKET VALUE X AUCTION ITEMS 75 54483 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: VOLUNTEERS ARE PRIMARILY ENGAGED IN ASSISTING WITH FUNDRAISING ACTIVITIES AND EVENTS, CHAPERONING OFF-SITE EDUCATIONAL FIELD TRIPS AND PUBLISHING THE ANNUAL STUDENT YEARBOOK. TRUSTEES VOLUNTEER APPROXIMATELY FOUR HOURS PER MONTH; OFFICERS VOLUNTEER BETWEEN 8 AND 20 HOURS PER MONTH; AND OTHER VOLUNTEER HOURS ARE VARIABLE. FORM 990, PART VI, SECTION B, LINE 11B THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE WHICH REQUESTS APPROVAL BY THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES RECEIVES A COPY OF THE PUBLIC DISCLOSURE COPY OF THE FORM 990 FOR REVIEW PRIOR TO APPROVING THE FILING OF FORM 990 WITH THE IRS. BECAUSE SCHEDULE B CONTAINS SENSITIVE INFORMATION ABOUT DONATIONS MADE BY DONORS WHO WISH TO REMAIN ANONYMOUS, AS WELL AS DONATIONS FROM TRUSTEES, OUR FINANCE COMMITTEE AND BOARD HAVE ELECTED TO WITHHOLD THIS SCHEDULE DURING THE REVIEW OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE SIGNED ANNUALLY BY BOARD OF TRUSTEES. THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS REVIEW THE RESULTS OF THE ANNUAL QUESTIONNAIRES COMPLETED BY BOARD MEMBERS. ANY UNRECONCILED CONFLICTS ARE HANDLED BY THE PRESIDENT OF THE BOARD OF TRUSTEES. IN THE EVENT A CONFLICT OCCURS, THE BOARD MEMBER INVOLVED MUST ABSTAIN FROM PARTICIPATING AND VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION LEVELS FOR KEY EMPLOYEES ARE DETERMINED BY A REVIEW OF INDUSTRY COMPENSATION DATA FROM ANNUAL SURVEYS CONDUCTED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL BUSINESS OFFICER'S ASSOCIATION. THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED WHEN THE CONTRACT IS RENEWED. THE CURRENT CONTRACT EXTENDS THROUGH JUNE OF 2025 AND HAS ESTABLISHED COMPENSATION INCREASES. THE COMPENSATION FOR OTHER KEY OFFICIALS IS EVALUATED ANNUALLY WHEN THE BOARD FINALIZES THE BUDGET FOR THE UPCOMING SCHOOL YEAR. COMPENSATION WAS LAST REVIEWED JULY 2020. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.