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Our Experience: Non-profit Bonds
EXPERIENCE AS FINANCIAL ADVISOR FOR NON-PROFIT BOND ISSUERS
Working with the Washington State Housing Finance Commission, Leora Consulting Group has developed considerable experience as a financial advisor for bonds issued on behalf of 501(c)(3) non-profits. To date, Miriam Sevy has served as financial advisor on twenty-nine 501(c)(3) bond transactions totaling $295 million, which include the following transactions:
| BORROWER |
CLOSING DATE |
ISSUE SIZE |
| Virginia Mason Research Center |
December 1997 |
$27,410,000 |
| American Red Cross - Seattle/King County |
February 1998 |
1,200,000 |
| Seattle University Auxiliary Services |
March 1998 |
23,745,000 |
| Community Colleges of Spokane Foundation |
September 1998 |
3,155,000 |
| Pierce County YMCA |
December 1998 |
11,000,000 |
| YMCA of the Inland Northwest |
April 1999 |
5,800,000 |
| Snohomish County YMCA |
June 1999 |
4,600,000 |
| Columbia Willamette YMCA |
August 1999 |
5,800,000 |
| South Sound YMCA |
September 1999 |
5,500,000 |
| St Vincent de Paul |
January 2000 |
5,000,000 |
| University Preparatory Academy |
May 2000 |
7,000,000 |
| Community Colleges of Spokane Foundation |
August 2000 |
8,800,000 |
| Seattle Academy of Arts & Sciences |
September 2000 |
15,445,000 |
| Local 82 JATC Education Development Trust |
November, 2000 |
4,300,000 |
| Tacoma Art Museum |
July 2002 |
10,000,000 |
| The Evergreen School |
July 2002 |
9,500,000 |
| Annie Wright School |
December 2002 |
6,790,000 |
| United Way of King County |
March 2003 |
8,500,000 |
| Open Windows School |
August 2003 |
6,600,000 |
| Gonzaga Preparatory School |
September 2003 |
10,000,000 |
| Overlake School |
October 2003 |
12,000,000 |
| Childhaven |
December 2003 |
5,000,000 |
| Museum of History and Industry |
December 2003 |
5,000,000 |
| Antioch University |
May 2005 |
6,780,000 |
| The Northwest School |
June 2005 |
11,000,000 |
| Forest Ridge School of the Sacred Heart |
June 2005 |
12,765,000 |
| Seattle Art Museum |
October 2005 |
50,000,000 |
| Lutheran Community Services |
October 2005 |
6,200,000 |
| The Bertschi School |
Pending |
6,160,000 |
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$295,050,000 |
GENERAL EXPERIENCE AS ADVISOR FOR NON-PROFIT ORGANIZATIONS
In addition, Leora Consulting Group has worked or is currently working as a financial consultant for the following 501(c)(3) non-profit clients:
- Jewish Day School of Metropolitan Seattle
- The Bush School
- Seattle Academy of Arts & Science
- Metropolitan Development Council
- South Sound YMCA
- Artists’ Trust
- Bastyr University
- YMCA of Greater Seattle
- Open Window School
- Univ. of Washington Baseball Foundation
- The Island School
- Sounders Soccer Success Fund
- Seattle Symphony
- Martin Luther King Housing Development Assoc.
- The Evergreen School
- Tacoma Art Museum
- Downtown Action to Save Housing
- Community House Mental Health Association
- Pilchuck School of Glass
- Puget Sound Environmental Learning Center
- United Way of King County
- Overlake School
- Alaska Sealife Center
- Eastside Catholic High School
- Seattle Country Day School
- Museum of Flight
Client References Available Upon Request |
