2024-03-29T20:22:11-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12TH STREET MEDINA WA 98039 DR KIRK WHEELER HEAD OF SCHOOL 4254545880 2024-03-29 1 DR KIRK WHEELER 999009999 0 SARA ELIZABETH H JONES P00235495 4254544919 2024-03-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR KIRK WHEELER 8300 NE 12TH STREET MEDINA WA 98039 17298102 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. 19 19 131 250 0 0 2050148 1639249 12421007 13687230 1424183 643329 -11848 -17941 15883490 15951867 639529 581993 0 0 8278133 8678002 0 0 669362 5857845 6199428 14775507 15459423 1107983 492444 79286782 81672542 25397108 26472956 53889674 55199586 X TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. IN PARTNERSHIP WITH PARENTS, WE INSPIRE AND MOTIVATE INTELLECTUALLY CURIOUS STUDENTS. OUR SMALL, NURTURING ENVIRONMENT SUPPORTS THE ACQUISITION OF A BROAD ACADEMIC FOUNDATION WITH AN EMPHASIS ON CRITICAL THINKING, LEADERSHIP SKILLS AND THE DEVELOPMENT OF A STRONG CHARACTER AND SPIRITUAL AWARENESS. 0 0 11876732 581993 13687230 PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 360 STUDENTS ARE EDUCATED BY NEARLY 90 FACULTY AND STAFF. IN PARTNERSHIP WITH PARENTS, ST. THOMAS INSPIRES AND MOTIVATES INTELLECTUALLY CURIOUS STUDENTS. THE SMALL, NURTURING ENVIRONMENT SUPPORTS THE ACQUISITION OF A BROAD ACADEMIC FOUNDATION WITH AN EMPHASIS ON CRITICAL THINKING, LEADERSHIP SKILLS AND THE DEVELOPMENT OF A STRONG CHARACTER AND SPIRITUAL AWARENESS. 11876732 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 131 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X PATRICK MCAULIFFE 4254545880 8300 NE 12TH STREET MEDINA WA 98039 JOHN SHERWOOD PREDISENT 5.00 X X 0 0 0 MEGAN SMITH VICE PRESIDENT 3.00 X X 0 0 0 NICOLETTE SHARP TREASURER 3.00 X X 0 0 0 REBECCA ANDREW SECRETARY 3.00 X X 0 0 0 CLIFF AVRIL TRUSTEE 1.00 X 0 0 0 FRED BARKMAN JR TRUSTEE 1.00 X 0 0 0 JAYASRI GHOSH TRUSTEE 1.00 X 0 0 0 ELIZABETH GRUENE TRUSTEE 1.00 X 0 0 0 ZIV HAPARNAS TRUSTEE 1.00 X 0 0 0 BARBARA HOLZAPFEL TRUSTEE 1.00 X 0 0 0 KEVIN HUGHES TRUSTEE 1.00 X 0 0 0 ERIN KANEKO TRUSTEE 1.00 X 0 0 0 TRISH KING TRUSTEE 1.00 X 0 0 0 GINA KWAN TRUSTEE 1.00 X 0 0 0 CAMPBELL MATHEWSON TRUSTEE 1.00 X 0 0 0 CATHERINE NIELSEN TRUSTEE 1.00 X 0 0 0 GLYN NORDSTROM TRUSTEE 1.00 X 0 0 0 TREVOR PARRIS TRUSTEE 1.00 X 0 0 0 SARAH REED TRUSTEE 1.00 X 0 0 0 KIRK WHEELER HEAD OF SCHOOL/EX-OFFICIO TRUSTEE 40.00 X 455680 0 39927 LIZ THAYER DIR. OF ATHLETICS/EX-OFFICIO TRUSTEE 40.00 X 128826 0 22115 NANCY MYLES DIR. OF EARLY LEARNING CENTER 40.00 X 136734 0 24062 KIMBERLY MECHAM DIR. OF CLI 40.00 X 123796 0 23590 JACKI SULLIVAN FACULTY 40.00 X 139689 0 23407 KAREN MATHEWSON DIR. OF MIDDLE SCHOOL 40.00 X 125375 0 12538 1110100 0 145639 10 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 591978 SELLEN CONSTRUCTION CO INC 227 WESTLAKE AVE N PO BOX 9970 SEATTLE WA 98109 CONSTRUCTION SERVICES 350408 FOREVERLAWN EASTSIDE 12021 NORTHUP WAY 101 BELLEVUE WA 98005 TURF INSTALLATION 287603 CFO SELECTIONS LLC 3150 RICHARDS RD SUITE 150 BELLEVUE WA 98005 OUTSOURCE CFO 184345 NW CONTRACT CLEANERS LLC 1911 SW CAMPUS DR SUITE 578 FEDERAL WAY WA 98023 COMMERCIAL CLEANING 154530 7 541620 1097629 155077 1639249 TUITION & FEES 611110 13333816 13333816 SUMMER CAMP 900099 353414 353414 13687230 778029 778029 7200 0 7200 7200 7200 942394 1077094 -134700 -134700 -134700 187602 541620 269141 -81539 -81539 CONVENIENCE FEE 900099 35574 35574 TECHNOLOGY FEE 900099 10700 10700 CHILDCARE 900099 10124 10124 56398 15951867 13687230 0 625388 581993 581993 647577 374427 213554 59596 6278547 4753520 1085797 439230 649861 531182 77548 41131 578535 479878 62972 35685 523482 426261 64094 33127 19939 19939 123908 123908 73795 73795 290406 206527 72721 11158 130879 3769 125208 1902 583212 346635 225642 10935 889156 769360 97536 22260 141274 57852 83422 492434 418569 68941 4924 1683024 1346419 319775 16830 STUDENT ACTIVITIES 779543 779543 DINING PROGRAM 697866 697866 STAFF RECRUITING 137994 137994 DUES 79918 41262 38656 76080 61669 21827 -7416 15459423 11876732 2913329 669362 7556472 8917762 360301 80301 1363009 726294 73613 60061 712473 789049 62979049 14175385 49699710 48803664 19521204 20139694 0 2155717 79286782 81672542 1202819 1256431 7091262 8070667 15223124 14150396 1717343 673072 162560 2322390 25397108 26472956 X 48475498 50661249 5414176 4538337 53889674 55199586 79286782 81672542 492444 817468 0 X 0 1 X 1 0 X 5621159 4652290 4299093 2050148 1639249 18261939 5621159 4652290 4299093 2050148 1639249 18261939 3819820 14442119 1083274 857946 476545 1081471 785229 4284465 30324 46964 43401 46370 56398 223457 22769861 58672213 0.63430 0.62760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHILDCARE INCOME - 2018 AMOUNT: $ 2,550. 2019 AMOUNT: $ 1,575. 2021 AMOUNT: $ 2,250. 2022 AMOUNT: $ 10,124. MISCELLANEOUS - 2018 AMOUNT: $ 1,123. 2019 AMOUNT: $ 3,263. 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 1,274. CONVENIENCE FEE - 2018 AMOUNT: $ 24,851. 2019 AMOUNT: $ 32,026. 2020 AMOUNT: $ 27,082. 2021 AMOUNT: $ 32,146. 2022 AMOUNT: $ 35,574. TECHNOLOGY FEE - 2018 AMOUNT: $ 1,800. 2019 AMOUNT: $ 10,100. 2020 AMOUNT: $ 15,900. 2021 AMOUNT: $ 10,700. 2022 AMOUNT: $ 10,700. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3746967 3000 265673 203597 3812043 4577259 7000 -631524 48843 156925 3746967 3889104 14500 871367 46647 151065 4577259 3982413 7000 98007 46902 151414 3889104 3983731 7500 184842 193660 3982413 0.00000 0.78990 0.21010 0 0 2821463 2821463 57706121 12392821 45313300 2376465 1782564 593901 75000 75000 48803664 LONG TERM EASEMENT OBLIGATION 166673 RIGHT OF USE LIABILITY 2155717 2322390 16234470 817468 -655788 161680 16072790 -120923 -120923 15951867 14924558 120923 120923 14803635 73795 581993 655788 15459423 PART V, LINE 4: TO GENERATE FUNDS FOR PROGRAM BENEFIT WITHIN THE PARAMETERS OF THE CONTRIBUTION RESTRICTIONS. THIS INCLUDES FUNDING FINANCIAL AID PROGRAMS, PROFESSIONAL DEVELOPMENT, STAFF SALARIES, LIBRARY RESOURCES, ETC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX -581,993. INVESTMENT EXPENSES REPORTED ON PART IX -73,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII -120,923. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII 120,923. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX 581,993. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS ON ST. THOMAS SCHOOL WEBSITE UNDER THE MISSION TAB. ADDITIONALLY, ITS JOINTLY PUBLICIZED WITH THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS BY ADVERTISEMENTS IN VARIOUS LOCAL NEWSPAPERS. AUCTION 729222 541620 187602 48372 21469 199300 729222 541620 187602 48372 21469 199300 269141 -81539 1 FINANCIAL AID IN LIEU OF TUITION 24 581993 FAIR MARKET VALUE SCHOLARSHIP ASSISTANCE/TUITION REDUCTION PART I, LINE 2: DIRECTOR OF ADMISSIONS & FINANCIAL AID PROCESS APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES FINANCIAL AID AWARDS. APPROVED AWARDS ARE REFLECTED ON ENROLLMENT CONTRACTS WHICH ARE SIGNED BY PARENTS/GUARDIANS. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 KIRK WHEELER HEAD OF SCHOOL/EX-OFFICIO TRUSTEE 349650 0 105000 0 1030 0 30689 0 9238 0 495607 0 0 0 JACKI SULLIVAN FACULTY 137788 0 1500 0 401 0 14169 0 9238 0 163096 0 0 0 NANCY MYLES DIR. OF EARLY LEARNING CENTER 133252 0 2726 0 756 0 14824 0 9238 0 160796 0 0 0 LIZ THAYER DIR. OF ATHLETICS/EX-OFFICIO TRUSTEE 127766 0 1000 0 60 0 12877 0 9238 0 150941 0 0 0 PART I, LINE 1A HEAD OF SCHOOL HAS A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES SUCH AS PROFESSTIONAL DEVELOPMENT, STAFF APPRECIATION, ETC. PART I, LINE 4B KIRK WHEELER PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. NO CONTRIBUTIONS WERE MADE DURING 2022. PART I, LINE 7 KIRK WHEELER RECEIVED A $105,000 BONUS IN JUNE 2022. THIS BONUS AND ALL THOSE RECEIVED WHILE KIRK WHEELER IS UNDER CONTRACT ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2020-03-31 18000000 REFINANCE TAXABLE BONDS; FINANCE NEW CONSTRUCTION 0 0 0 A 3418927 18000000 18000000 2020 0 1 1 1 A 0 0 1 1 0 0 0 0 A 0 1 0 0 1 0 0 0 A 0 X 1 2179 FAIR MARKET VALUE X AUCTION ITEMS 94 148218 FAIR MARKET VALUE X WINE 1 4680 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): PUBLICLY TRADED SECURITIES, WINE, AND COSTUMES ARE BASED ON THE NUMBER OF CONTRIBUTORS. THE NUMBER OF AUCTION ITEMS ARE BASED ON THE NUMBER OF ITEMS DONATED. FORM 990, PART I, LINE 6: AT ST. THOMAS SCHOOL VOLUNTEERS WORK TOGETHER WITH THE SCHOOL FOR THE BENEFIT OF STUDENTS. THIS PARTNERSHIP IS CENTRAL TO AN INDEPENDENT SCHOOL EDUCATION AND IS AN HONORED TRADITION AT STS. VOLUNTEERS PARTICIPATE IN A VARIETY OF WAYS: SERVING AS A ROOM PARENT OR A FIELD TRIP CHAPERONE, PROVIDING CREATIVE SUPPORT FOR SPECIAL EVENTS, ATTENDING PARENT MEETINGS, OR CONTRIBUTING A UNIQUE PERSPECTIVE AS A COMMITTEE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ST. THOMAS CHURCH HAS THE POWER TO APPOINT ITS RECTOR AND A REPRESENTATIVE FROM ITS VESTRY TO THE ST. THOMAS SCHOOL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 FIRST. THEN THE FINANCE COMMITTEE MAKES RECOMMENDATIONS TO THE WHOLE BOARD AS THEY REVIEW THE PUBLIC DISCLOSURE VERSION OF THE RETURN (ONLY SCHEDULE B DONOR INFORMATION REMOVED) BEFORE IT IS FINALLY FILED WITH THE IRS. THIS PROCESS ENSURES DONOR CONFIDENTIALITY PROTECTION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS ALL BOARD MEMBERS AND OFFICERS AND IS SIGNED ANNUALLY. TRANSACTIONS ARE MONITORED FOR POTENTIAL RELATIONSHIPS AS THEY ARISE AND ARE OVERSEEN BY THE BOARD PRESIDENT. BOARD MEMBERS ARE RECUSED FROM DISCUSSING AND VOTING ON THE RELEVANT ITEM IN THE EVENT THAT A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF ST. THOMAS SCHOOL'S HEAD OF SCHOOL WAS LAST REVIEWED IN MAY OF 2021 BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS DETERMINED BY THE BOARD AND IS BASED UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OF THE BOARD WHICH, IN TURN, TAKES INTO CONSIDERATION THE RESULTS OF THE COMPENSATION STUDIES, RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT, AND ATTAINMENT OF STRATEGIC GOALS. AS A PART OF THAT PROCESS, THE EXECUTIVE COMMITTEE REVIEWED HIS CONTRIBUTIONS TO THE SCHOOL, THE MARKETPLACE, AND THE STRATEGIC NEEDS OF THE SCHOOL. THE BOARD APPROVED THE NEW CONTRACT AT THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.