2026-04-14T11:39:25-05:00 2025-06-30 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2024-07-01 931170516 THE NORTHWEST ACADEMY NORT 5032233367 1130 SW MAIN STREET PORTLAND OR 97205 PAUL MALLON FINANCE DIRECTOR 5032233367 2026-04-14 1 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z BROCK DUNN 1130 SW MAIN STREET PORTLAND OR 97205 10945289 0 X WWW.NWACADEMY.ORG X 1995 OR THE NORTHWEST ACADEMY IS A NON-PROFIT, INDEPENDENT, COEDUCATIONAL, ACCREDITED COLLEGE-PREPARATORY DAY SCHOOL (GRADES 6 THROUGH 12) WITH AN EMPHASIS ON RIGOROUS ACADEMICS, THE ARTS, AND TECHNOLOGY PROGRAMS. 13 13 88 100 0 0 608091 492538 7397052 7381579 80607 -140585 -198276 -122882 7887474 7610650 906017 945170 0 0 5513652 5436283 0 0 335145 2284905 2092793 8704574 8474246 -817100 -863596 24068149 20867159 12503486 10109137 11564663 10758022 X SEE SCHEDULE OTHE NORTHWEST ACADEMY IS AN INDEPENDENT SCHOOL, GRADES 6 THROUGH 12, COMMITTED TO EDUCATION THROUGH ACADEMICS AND THE ARTS. THE ACADEMY OFFERS MOTIVATED AND TALENTED STUDENTS PROGRAMS WHICH EMPHASIZE AND VALUE CREATIVE THINKING, INDIVIDUAL CHOICE, ACADEMIC RIGOR, AND SELF-DISCIPLINE, TAUGHT BY MASTER TEACHERS AND PROFESSIONALS ACTIVE IN THEIR FIELDS. 0 0 7051674 945170 7381579 THE NORTHWEST ACADEMY IS A NONPROFIT, INDEPENDENT, CO-EDUCATIONAL, ACCREDITED COLLEGE PREPARATORY DAY SCHOOL (GRADES 6 THROUGH 12), WITH AN EMPHASIS ON RIGOROUS ACADEMICS AND THE ARTS. FOLLOWING THREE YEARS OF ADVANCE RESEARCH AND PREPARATION, THE ACADEMY OPENED IN THE FALL OF 1996. THE ACADEMY OFFERS MOTIVATED AND TALENTED STUDENTS PROGRAMS THAT EMPHASIZE AND VALUE CREATIVE THINKING, INDIVIDUAL CHOICE, ACADEMIC RIGOR, AND SELF-DISCIPLINE, TAUGHT BY MASTER TEACHERS AND PROFESSIONALS ACTIVE IN THEIR FIELDS. 7051674 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 47 0 88 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OR X PAUL MALLON 5032233367 1130 SW MAIN STREET PORTLAND OR 97205 SHANE WOLFSMITH BOARD CHAIR 5.00 X X 0 0 0 MARILYN BEACH BOARD VICE CHAIR 5.00 X X 0 0 0 NICHOLAS STECH BOARD TREASURER 5.00 X X 0 0 0 HEIDI HARDMAN BOARD SECRETARY 5.00 X X 0 0 0 AMY DOTSON BOARD TRUSTEE 1.00 X 0 0 0 CHEYENNE JONES BOARD TRUSTEE 1.00 X 0 0 0 DANA KURTIN BOARD TRUSTEE 1.00 X 0 0 0 STEFANIE SILVERMAN BOARD TRUSTEE 1.00 X 0 0 0 JOSHUA SMIBERT BOARD TRUSTEE 1.00 X 0 0 0 ANGELES GODINEZ BOARD TRUSTEE 1.00 X 0 0 0 BEN SAEKS BOARD TRUSTEE 1.00 X 0 0 0 WINTER RHODES BOARD TRUSTEE 1.00 X 0 0 0 NANCY WELLS BOARD TRUSTEE 1.00 X 0 0 0 CHRIS SCHUCK HEAD OF SCHOOL (THRU 08/2024) 40.00 X 253866 0 15222 PAUL MALLON DIRECTOR OF FINANCE 40.00 X 115198 0 11358 STEPHEN 'BROCK' DUNN INTERIM HEAD OF SCHOOL (BEG. 9/2024) 40.00 X 92168 0 0 461232 0 26580 2 0 1 0 0 125662 366876 55894 492538 TUITION AND FEES 611600 7340485 7340485 STUDENT ACTIVITIES FEES 611600 41094 41094 7381579 75871 75871 925766 1007152 -81386 -81386 -81386 1983544 2200000 -216456 -216456 -216456 70944 125662 123987 -53043 -53043 7200 3500 3700 3700 MISCELLANEOUS 900099 7847 7847 7847 7610650 7381579 0 -263467 945170 945170 483043 177388 270178 35477 4092929 3543381 377929 171619 76273 65968 7029 3276 391013 326207 46917 17889 393025 322600 54576 15849 16613 6356 10257 32841 32841 100469 63405 35215 1849 49661 49661 128219 4000 101602 22617 146402 119430 20346 6626 665035 665035 17908 17908 21634 21634 166649 166649 37044 18522 18522 ALLOC. OF FACILITY COST 437543 1110099 -731998 59442 INSTRUCTIONAL MATERIALS 152340 152340 OTHER 64811 51981 12329 501 STUDENT ACTIVITIES 55624 55624 8474246 7051674 1087427 335145 224664 437947 1520180 510985 378615 336218 11841 17204 162728 164313 20230257 1447148 21070828 18783109 391855 435696 307438 181687 24068149 20867159 759722 625063 1105317 973925 10293438 8305553 345009 204596 12503486 10109137 X 10243140 9481785 1321523 1276237 11564663 10758022 24068149 20867159 -863596 56955 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 391855 2500 56955 15614 435696 316168 75687 391855 265207 50961 316168 284013 -18806 265207 283996 17 284013 1.00000 0 0 12320000 12320000 6627278 790452 5836826 836558 656696 179862 446421 446421 18783109 LEASE LIABILITIES - OPERATING LEASES 204596 204596 7729587 56955 1007152 1064107 6665480 945170 945170 7610650 8536228 1007152 1007152 7529076 945170 945170 8474246 PART V, LINE 4: THE ACADEMY'S ENDOWMENT FUNDS ARE RESTRICTED FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE 1,007,152. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 945,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE 1,007,152. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL ASSISTANCE 945,170. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER ADS INDICATE THE SCHOOL'S RACIAL NONDISCRIMINATION POLICY. GALA 196606 125662 70944 17763 28986 5215 72023 196606 125662 70944 17763 28986 5215 72023 123987 -53043 1 SCHOLARSHIPS 68 945170 PART I, LINE 2: THE NORTHWEST ACADEMY AWARDED FINANCIAL AID TO 68 STUDENTS DURING THE 2024-2025 ACADEMIC YEAR. EACH APPLICANT FAMILY IS REQUIRED TO COMPLETE AND SUBMIT A FINANCIAL AID APPLICATION TO FASTAID. THIS INFORMATION IS COMPILED AND THE NORTHWEST ACADEMY RECEIVES A REPORT WITH AN EXPECTED FAMILY CONTRIBUTION FOR THE APPLYING CHILD. APPLICANTS WHO MEET THE CRITERIA FOR AID ARE ASSESSED IN LIGHT OF THE AVAILABLE FUNDS WITH AN INITIAL FOCUS ON RETURNING STUDENTS. X X 1 0 0 0 0 0 0 0 0 CHRIS SCHUCK HEAD OF SCHOOL (THRU 08/2024) 202518 0 0 0 51348 0 7942 0 7280 0 269088 0 0 0 PART I, LINE 4A CHRIS SCHUCK RECEIVED A PAYMENT TOTALING $51,348 AS A RESULT OF AN EARLY TERMINATION OF HIS CONTRACT. X AUCTION ITEMS 114 52394 FAIR MARKET VALUE X RAFFLE ITEMS 2 3500 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 4 THE NORTHWEST ACADEMY BOARD OF DIRECTORS VOTED AND APPROVED ON JUNE 3, 2025 TO AMENDED THE ORGANIZATION'S BYLAWS TO ALLOW FOR A CO-CHAIR OR CHAIR/VICE-CHAIR MODEL OF GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990, AND A COPY OF THE FORM 990 IS THEN GIVEN TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. JEFFERSON ROW LLC 1130 SW MAIN STREET PORTLAND OR 97205 931170516 REAL PROPERTY RENTAL OR -105880 0 THE NORTHWEST ACADEMY CENTURY TOWER LLC 1130 SW MAIN STREET PORTLAND OR 97205 931170516 REAL PROPERTY RENTAL OR 1252733 18058729 THE NORTHWEST ACADEMY