2025-03-26T10:24:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 911705420 EXPLORER WEST AN INDEPENDENT MIDDLE SCHOOL EXPL 2069350495 10015 28TH AVE SW SEATTLE WA 98146 BARBARA FRAILEY HEAD OF SCHOOL 2069350495 2025-03-24 1 1 ALLEN GILBERT CPA P01380103 4252506100 2025-03-24 2023 2025-03-06 01:10:19Z EXPLORER WEST MIDDLE SCHOOL BARBARA FRAILEY 10015 28TH AVE SW SEATTLE WA 98146 6404923 0 X HTTP://WWW.EXPLORER-WEST.ORG/ X 1996 WA WE EMPOWER YOUNG PEOPLE TO EXPLORE AND GROW THEIR UNIQUE INTELLECTUAL, ETHICAL, AND CREATIVE CAPABILITIES, AND TO TREASURE DIVERSITY AND GROWTH IN OTHERS. 13 13 56 40 0 0 434941 369954 2314372 2639655 75003 352988 -19336 3547 2804980 3366144 458735 596008 0 0 1817276 1950279 0 0 85169 538203 646741 2814214 3193028 -9234 173116 8209522 8508336 3072303 3048149 5137219 5460187 X WE EMPOWER ADOLESCENTS TO EXPLORE AND GROW THEIR UNIQUE INTELLECTUAL, ETHICAL, AND CREATIVE CAPABILITIES AND TO TREASURE THE SAME DIVERSITY AND GROWTH IN OTHERS. 0 0 2862264 596008 2639655 MIDDLE SCHOOL EDUCATION - GRADES 6, 7 & 8 WITH A CURRENT ENROLLMENT OF 106 STUDENTS. EXPLORER WEST PRODUCES STUDENTS WITH A GLOBAL PERSPECTIVE WHO WILL ACTIVELY CONTRIBUTE TO A SUSTAINABLE FUTURE. THE SCHOOL OFFERS THE BENEFIT OF SMALL CLASS SIZES AND RIGOROUS ACADEMICS AND THE ENTIRE COMMUNITY SUPPORTS VALUES THAT PROMOTE A STRONG AND HEALTHY LEARNING ENVIRONMENT. CHALLENGING AND SUPPORTED CLASSROOM CONTENT AND EXPERIENCES ENCOURAGE ALL STUDENTS TO ACTIVELY ENGAGE IN THEIR LEARNING, GIVING THEM TOOLS AND SKILLS THEY WILL NEED AS MEMBERS OF THEIR COMMUNITIES. OUR IMMERSIVE OUTDOOR EDUCATION PROGRAM EXPANDS THE LEARNING OUTSIDE OF THE CLASSROOM AND TEACHES REAL WORLD SKILLS AND STRENGTHS THAT STUDENTS USE FOR A LIFETIME. OUR SCHOOL CULTURE IS BASED UPON RESPECT AND FOCUSES ON (CONTINUED, SEE SCHEDULE O) 2862264 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CAROL LAMOTTE 2069350495 10015 28TH AVE SW SEATTLE WA 98146 BARBARA FRAILEY HEAD OF SCHOOL 40.00 X 160264 0 8037 CAROL LAMOTTE DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 68727 0 34988 DAVID KING PRESIDENT 2.00 X X 0 0 0 CARLOS BASULTO VICE PRESIDENT 1.00 X X 0 0 0 DANNY GEIGER VICE PRESIDENT 1.00 X X 0 0 0 DEIRDRE COLEMAN SECRETARY 1.00 X X 0 0 0 CHRISTIAN CLEMONS TREASURER 1.00 X X 0 0 0 ERIC EBERHARD PAST PRESIDENT(THROUGH 05/21) 1.00 X 0 0 0 LATRICE BROOKENS-YBARRA BOARD MEMBER 1.00 X 0 0 0 SHERMAN ENGLISH BOARD MEMBER 1.00 X 0 0 0 AMANDA KEATING BOARD MEMBER 1.00 X 0 0 0 CHRISTINE MORRELL BOARD MEMBER 1.00 X 0 0 0 MARC RAMME BOARD MEMBER 1.00 X 0 0 0 JULIE RIENDL BOARD MEMBER 1.00 X 0 0 0 WILLIAM SEARS BOARD MEMBER 1.00 X 0 0 0 JIM WOEPPEL BOARD MEMBER 1.00 X 0 0 0 228991 0 43025 1 0 1 0 0 22042 347912 369954 TUITION 611600 2600620 2600620 OTHER PROGRAM FEES 611600 39035 39035 2639655 184222 184222 3207545 3038779 168766 168766 168766 MISCELLANEOUS REVENUE 611110 3547 3547 3547 3366144 2639655 0 356535 596008 596008 323117 140824 120352 61941 1334836 1334836 42880 42880 120035 118076 1959 129411 116884 8735 3792 16747 16747 29290 29290 37537 37537 1120 1120 13531 13531 66442 59740 4463 2239 92465 83136 6213 3116 78946 70980 5305 2661 88121 79230 5921 2970 74867 67313 5031 2523 DIRECT PROGRAM EXPENSES 94541 94541 0 0 OTHER EXPENSES 29116 26148 2195 773 DUES AND SUBSCRIPTIONS 10822 9730 727 365 EVENTS 8407 8407 0 0 4789 4789 3193028 2862264 245595 85169 189387 84814 5000 59445 34473 0 912 1193 83362 109839 4168650 989954 3187436 3178696 4705632 5074349 3320 0 8209522 8508336 329241 338522 739623 789047 1904040 1864247 99399 56333 3072303 3048149 X 1951369 2311487 3185850 3148700 5137219 5460187 8209522 8508336 173116 150522 -670 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3301773 101995 315439 205200 37537 3476470 3143990 168296 230054 214000 26567 3301773 3503034 100000 -331158 101000 26886 3143990 2803945 102625 714840 95000 23376 3503034 2430453 254314 193408 55000 19230 2803945 0.06500 0.93500 0.00000 0 0 2100000 2100000 1769462 753564 1015898 274153 236390 37763 25035 25035 3178696 STUDENT TRIP DEPOSITS 56333 56333 X PART V, LINE 4: TO PROVIDE PERMANENT FUNDING TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE SCHOOL, INCLUDING FINANCIAL AID TO STUDENTS. PART X, LINE 2: THE SCHOOL HAS RECEIVED NOTICE FROM INTERNAL REVENUE SERVICE THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL ANNUALLY FILES A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS AS REQUIRED. THE SCHOOL HAS ADOPTED PROVISIONS OF ACCOUNTING STANDARDS REGARDING ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AND HAS EVALUATED WHETHER IT IS MORE LIKELY THAN NOT THAT POSITIONS IT HAVE TAKEN WOULD RESULT IN THE RECOGNITION OF TAXABLE INCOME OR THE LOSS OF THEIR TAX-EXEMPT STATUS. BASED UPON ITS EVALUATION, THE SCHOOL HAS CONCLUDED THAT IT IS OPERATING IN COMPLIANCE WITHIN ITS TAX-EXEMPT STATUS AND THAT THERE ARE NO MATTERS THAT WOULD CREATE TAXABLE INCOME. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 EXPLORER WEST PARTICIPATES IN THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS) GROUP NON-DISCRIMINATION ADS, IN ADMISSIONS MATERIALS, AND IN JOB POSTINGS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDING UNDER THE FEDERAL EANS PROGRAM FOR COVID RELIEF TO NONPUBLIC SCHOOOLS. 1 FINANCIAL AID 44 596008 N/A N/A PART I, LINE 2: EXPLORER WEST PROVIDES FINANCIAL AID, TO THE EXTENT AVAILABLE, TO FAMILIES WHO HAVE BEEN ACCEPTED FOR ADMISSION BUT ARE UNABLE TO PAY THE FULL COST OF TUITION. NO CASH IS TRANSFERRED FOR THE FINANCIAL AID PORTION OF THE TUITION. INDIVIDUAL FINANCIAL AID AWARDS RANGED FROM $5,000 TO $19,730. X X X X 0 0 0 0 0 0 0 0 0 BARBARA FRAILEY HEAD OF SCHOOL 160264 0 0 0 0 0 7073 0 964 0 168301 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PERFORMANCE OF THE HEAD OF SCHOOL AND CREATES THE EMPLOYMENT CONTRACT, WHICH INCLUDES COMPENSATION. FORM 990, PART III, LINE 4A: MIDDLE SCHOOL EDUCATION - GRADES 6, 7 & 8 WITH A CURRENT ENROLLMENT OF 106 STUDENTS. EXPLORER WEST PRODUCES STUDENTS WITH A GLOBAL PERSPECTIVE WHO WILL ACTIVELY CONTRIBUTE TO A SUSTAINABLE FUTURE. THE SCHOOL OFFERS THE BENEFIT OF SMALL CLASS SIZES AND RIGOROUS ACADEMICS AND THE ENTIRE COMMUNITY SUPPORTS VALUES THAT PROMOTE A STRONG AND HEALTHY LEARNING ENVIRONMENT. CHALLENGING AND SUPPORTED CLASSROOM CONTENT AND EXPERIENCES ENCOURAGE ALL STUDENTS TO ACTIVELY ENGAGE IN THEIR LEARNING, GIVING THEM TOOLS AND SKILLS THEY WILL NEED AS MEMBERS OF THEIR COMMUNITIES. OUR IMMERSIVE OUTDOOR EDUCATION PROGRAM EXPANDS THE LEARNING OUTSIDE OF THE CLASSROOM AND TEACHES REAL WORLD SKILLS AND STRENGTHS THAT STUDENTS USE FOR A LIFETIME. OUR SCHOOL CULTURE IS BASED UPON RESPECT AND FOCUSES ON THE CORE VALUES OF INTEGRITY, CONFIDENCE, CREATIVITY AND INQUIRY, AND PERSONAL AND COMMUNITY RESPONSIBILITY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT(S), TREASURER, AND SECRETARY OF THE BOARD, AND HEAD OF SCHOOL. ALL MEMBERS ARE MEMBERS OF THE BOARD OF TRUSTEES (HEAD OF SCHOOL IS A AN EX-OFFICIO MEMBER OF THE BOARD AND IS A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE COMMITTEE IS EMPOWERED TO MAKE TIMELY DECISIONS WHEN IT IS IMPRACTICAL FOR THE BOARD TO MEET AND/OR WHEN THE AUTHORITY TO ACT HAS BEEN GRANTED BY THE BOARD. ANY ACTION THAT THE EXECUTIVE COMMITTEE MIGHT TAKE AT A MEETING MAY BE TAKEN WITHOUT SUCH A MEETING BEING HELD, IF ALL MEMBERS OF THE COMMITTEE HAVE GIVEN CONSENT TO THE ACTION. THE EXECUTIVE COMMITTEE'S ACTIONS SHALL BE RATIFIED BY THE BOARD AT THE NEXT REGULAR MEETING. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES FOR THE PURPOSE OF: 1) AMENDING THESE BY-LAWS OR 2) MAKING DECISIONS COVERING THE SELECTION OR RETENTION OF THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE (WHICH INCLUDES CPA'S) REVIEWS THE DRAFT 990. AFTER ANY NECESSARY CHANGES, THE DRAFT 990 IS FORWARDED TO ALL BOARD MEMBERS AND COMMENTS/FEEDBACK IS REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS CONFLICT OF INTEREST POLICIES FOR BOTH ITS EMPLOYEES AND MEMBERS OF ITS BOARD OF TRUSTEES AND THEIR REPRESENTATIVES. THE EMPLOYEE POLICY REQUIRES THAT EMPLOYEES AVOID SITUATIONS THAT MIGHT CAUSE THEIR INTERESTS TO CONFLICT WITH THE SCHOOL'S OR MIGHT COMPROMISE THE SCHOOL'S INTEGRITY AND REPUTATION. EACH EMPLOYEE HAS THE DUTY TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE HEAD OF SCHOOL. THE TRUSTEE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY TRUSTEE MUST AVOID A CONFLICT OF INTEREST WHILE SERVING ON THE BOARD. ALSO, EACH TRUSTEE, COMMITTEE MEMBER OR PERSON PRESENT AT A MEETING OF THE TRUSTEES MUST DECLARE IF ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST EXISTS CONCERNING A MATTER BEING DISCUSSED BY THE BOARD. FURTHER, TRUSTEES AFFIRM THAT THEY WILL NOT NOR WILL ANY RELATED PERSON ENTER INTO BUSINESS OR FINANCIAL RELATIONSHIPS WITH THE SCHOOL OR USE THEIR POSITION TO INFLUENCE A SCHOOL OR BOARD DECISION RELATED TO ANY PERSON OR ENTITY WITH WHICH THEY HAVE A FINANCIAL INTEREST. THIS POLICY IS REAFFIRMED ANNUALLY BY THE MEMBERS OF THE BOARD OF TRUSTEES. ANY DISCLOSED CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE, AND TRUSTEES WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN A VOTE UPON THE MATTER IN WHICH A CONFLICT OF INTEREST HAS BEEN DECLARED. ALL DELIBERATIONS AND DECISIONS ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE HEAD OF SCHOOL IS DICTATED BY HER CONTRACT. THE CONTRACT IS RENEWED EVERY FIVE YEARS. COMPENSATION IS DETERMINED BY A COMBINATION OF PERFORMANCE EVALUATIONS AND COMPARABLE SALARIES FOR HEADS AT SIMILAR-SIZED SCHOOLS. THE BOARD EXECUTIVE COMMITTEE COMMUNICATES ITS DELIBERATIONS AND DECISIONS TO THE REST OF THE BOARD. COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED BY THE HEAD OF SCHOOL BASED ON COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR SCHOOLS. BOTH COMPENSATION REVIEWS WERE COMPLETED IN THE LAST FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.