2024-10-31T09:10:07-05:00 2024-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVENUE TACOMA WA 984032832 JEAN WEBBER DIR. OF FINANCE & OPERATIONS 2532845415 2024-10-29 1 0 SUE ROBISON P00560072 2062814444 2024-10-29 2023 2024-10-15 13:58:12Z JAKE GUADNOLA 827 N TACOMA AVENUE TACOMA WA 984032832 43859779 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS SERVE STUDENTS FROM AGE THREE THROUGH HIGH SCHOOL. SEE SCHEDULE O.ANNIE WRIGHT LOWER AND MIDDLE SCHOOLS OFFER CO-ED PROGRAMS IN PRESCHOOL THROUGH GRADE 8, WHILE SEPARATE UPPER SCHOOLS FOR BOYS AND GIRLS OFFER DAY AND BOARDING OPTIONS IN GRADES 9 THROUGH 12. ANNIE WRIGHT IS PROUD TO BE AN INTERNATIONAL BACCALAUREATE WORLD SCHOOL, DELIVERING IB PROGRAMS IN EVERY DIVISION. 20 20 335 175 0 0 3036615 2539288 27144477 30803542 1544836 1271698 303408 257630 32029336 34872158 5000992 5437902 0 0 14560356 16463125 0 0 870210 8478942 10910752 28040290 32811779 3989046 2060379 93524410 99386489 27571209 27470852 65953201 71915637 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 23838693 5437902 30022972 AS A PRIVATE EDUCATIONAL INSTITUTION, THE SCHOOL COMBINES FOUR PROGRAMS: ANNIE WRIGHT LOWER AND MIDDLE SCHOOLS OFFER CO-ED PROGRAMS IN PRESCHOOL THROUGH GRADE 8, WHILE SEPARATE COLLEGE PREPARATORY UPPER SCHOOLS FOR BOYS AND GIRLS OFFER DAY AND BOARDING OPTIONS IN GRADES 9 THROUGH 12. THERE WERE 757 ENROLLED STUDENTS. 2213161 784746 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, EXTENDED DAYS, TRANSPORTATION, TECH PACKAGE, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1827149 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 27879003 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 50 0 1 335 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 WA X JEAN WEBBER DIRECTOR OF FINANCE 2532722216 827 N TACOMA AVENUE TACOMA WA 984032832 DAVID OVERTON CHAIR 1.00 X X 0 0 0 JANELLE GUIRGUIS BLAKE VICE CHAIR 1.00 X X 0 0 0 SALLY ATHERTON SECRETARY 1.00 X X 0 0 0 KEVIN SANDERS TREASURER 1.00 X X 0 0 0 THOMAS BAKER TRUSTEE 1.00 X 0 0 0 DIANE BAI TRUSTEE 1.00 X 0 0 0 MEDINA BROADENAX TRUSTEE 1.00 X 0 0 0 TENLEY CEDERSTRAND TRUSTEE 1.00 X 0 0 0 JEFF DAVIS TRUSTEE 1.00 X 0 0 0 JIM DEFEBAUGH TRUSTEE 1.00 X 0 0 0 BILL DRISCOLL TRUSTEE 1.00 X 0 0 0 CC GARDNER GLESER TRUSTEE 1.00 X 0 0 0 JASON GRIFFITHS TRUSTEE 1.00 X 0 0 0 MERRITT KLARSCH PULLIAM TRUSTEE 1.00 X 0 0 0 MANUEL LA ROSA TRUSTEE 1.00 X 0 0 0 MARTHA LANTZ TRUSTEE 1.00 X 0 0 0 DAMANI LEECH TRUSTEE 1.00 X 0 0 0 MARJORIE ODA-BURNS TRUSTEE 1.00 X 0 0 0 MONICA TORREZ-PFISTER TRUSTEE 1.00 X 0 0 0 ALANA ZAUTNER TRUSTEE 1.00 X 0 0 0 JAKE GUADNOLA HEAD OF SCHOOLS 40.00 X 359640 0 53623 JEAN WEBBER DIR OF FINANCE & OPERATIONS 40.00 X 138398 0 33236 REX BATES DIR OF BUSINESS DEVELOPMEN 40.00 X 206202 0 14103 SANDRA BUSH ASSISTANT HEAD OF SCHOOLS 40.00 X 119542 0 15375 EIREANN CORRIGAN DIRECTOR OF UPPER SCHOOLS 40.00 X 124425 0 21669 ANN DICKS DIRECTOR OF LOWER SCHOOLS 40.00 X 115700 0 9267 JEREMY STUBBS DIRECTOR OF UPPER SCHOOLS 40.00 X 115474 0 21742 CLARE WAGSTAFF DIRECTOR OF MIDDLE SCHOOLS 40.00 X 122351 0 16203 1301732 0 185218 12 0 1 0 ABSHER CONSTRUCTION CO PO BOX 280 PUYALLUP WA 98371 CONSTRUCTION CONTRACTOR 3331146 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD MANAGEMENT 1320500 PROPEL INSURANCE 1201 PACIFIC AVE 1000 TACOMA WA 98402 INSURANCE SERVICES 761633 GRAND CLASSROOM PO BOX 7166 CHARLOTTESVILLE VA 22906 EDUCATION TRAVEL 366993 WASHINGTON PATRIOT CONSTRUCTION LLC PO BOX 339 GIG HARBOR WA 98335 CONSTRUCTION CONTRACTOR 304274 11 474456 2064832 283929 2539288 TUITION AND FEES 611710 29842929 29842929 CAFETERIA 611710 374145 374145 TRANSPORTATION 611710 245914 245914 TECHNOLOGY PACKAGE 611710 152625 152625 EXTENDED DAY INCOME 611710 116088 116088 71841 71841 30803542 1163391 1163391 4176 0 4176 4176 4176 8657884 12500 8553956 8121 103928 4379 108307 108307 423131 474456 409005 14126 14126 255867 16539 239328 239328 34872158 30807718 0 1525152 5437902 5437902 853801 853801 12480458 11404859 492165 583434 670536 584525 64448 21563 1400162 1309260 57198 33704 1058168 919928 95872 42368 103178 103178 47793 47793 70326 70326 170534 170534 1777062 1775937 1125 230674 66389 155504 8781 1257969 606506 617063 34400 498342 436879 60150 1313 338774 267302 11461 60011 652384 652384 2225233 2165347 54300 5586 872310 848834 21286 2190 INSTUCTIONAL EXPENSE 2467169 2189229 205834 72106 BAD DEBTS 133521 133521 PROFESSIONAL DEVELOPMEN 54318 42466 8223 3629 PROFESSIONAL NETWORKING 10312 10312 853 -176360 177213 32811779 27879003 4062566 870210 5904028 1435869 2693702 2421255 1024564 1016136 164413 265721 15243 0 628199 898166 73541613 20614180 45371377 52927433 37595213 40414473 127671 7436 93524410 99386489 1841603 2406886 5214710 5164389 20384123 19890080 130773 9497 27571209 27470852 X 42389529 45977760 23563672 25937877 65953201 71915637 93524410 99386489 2060379 3902057 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34658127 73790 4517065 117797 993354 38137831 31135297 935057 3506601 805108 113720 34658127 34963953 2130847 -4240428 1650312 68763 31135297 28480847 358232 6206384 78250 3260 34963953 26887779 1246069 1146470 799471 28480847 0.35300 0.37600 0.27100 1 0 2487669 2487669 62251040 16931797 45319243 4603704 1530117 3073587 4007213 2152266 1854947 191987 191987 52927433 LEASE LIABILITY 9497 9497 X 33761855 3902057 -5437902 -1535845 35297700 -425542 -425542 34872158 27799419 425542 425542 27373877 5437902 5437902 32811779 PART V, LINE 4: THE SCHOOLS' ENDOWMENT FUND CONSISTS OF VARIOUS DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED AS QUASI ENDOWMENTS BY THE BOARD OF TRUSTEES. THE SCHOOLS' ENDOWMENT FUND CONSISTS OF APPROXIMATELY 113 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES PART X, LINE 2: NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS SINCE THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ADDITIONALLY, THE SCHOOL HAS DONE AN ASSESSMENT OF ANY UNCERTAIN TAX POSITIONS AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS TO RECORD AS A LIABILITY AT JUNE 30, 2024 AND 2023. FORM 990, FILED BY THE SCHOOL, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS -5,437,902. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -409,003. BOOKSTORE COST OF GOODS SOLD -16,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 16,539. FUNDRAISING EVENT EXPENSES 409,003. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 5,437,902. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATION POLICY IS STATED IN ADVERTISEMENTS, CATALOGS, AND BROCHURES. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES THE ORGANIZATION RECEIVES MANAGMENT FEE OF $40,000 FROM QINGDAO BAISHAN SCHOOL. THE PROGRAM INCLUDES GRADE 9 CURRICULUM THAT WILL BLEND ENGLISH AND CHINESE, ALLOWING STUDENTS TO PREPARE FOR THE ZHONGKAO EXAM, WHILE SIMULTANEOUSLY PREPARING THEM FOR GRADES 10-12 IN AN ENGLISH-ONLY IMMERSION ENVIRONMENT. BAISHAN AWS PLANS TO OFFER THE SAME INTERNATIONAL BACCALAUREATE DIPLOMA PROGRAM CURRICULUM FOR GRADES 11-12 AS ANNIE WRIGHT SCHOOLS IN TACOMA. THE PROGRAM WILL ALSO INCLUDE COLLEGE COUNSELING TO PREPARE STUDENTS FOR MATRICULATION INTO UNITED STATES UNIVERSITIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GATOR GALA 897587 474456 423131 210745 137182 3435 57643 897587 474456 423131 210745 137182 3435 57643 409005 14126 1 TUITION FINANCIAL AID AND REMISSION 224 0 4435147 CURRENT TUITION RATES TUITION FINANCIAL AID SCHOLARSHIPS 105 1002755 CURRENT TUITION RATES SCHOLARSHIPS PART I, LINE 2: ALL GRANTS REPRESENT INTERNAL TRANSFERS OF FUNDS FROM ENDOWMENT OR OTHER ACCOUNTS TO A REVENUE ACCOUNT FOR TUITION PAYMENTS. NO FUNDS ARE DISTRIBUTED DIRECTLY TO INDIVIDUALS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JAKE GUADNOLA HEAD OF SCHOOLS 324542 0 35000 0 98 0 44534 0 55072 0 459246 0 0 0 REX BATES DIR OF BUSINESS DEVELOPMEN 204966 0 0 0 1236 0 12370 0 1733 0 220305 0 0 0 JEAN WEBBER DIR OF FINANCE & OPERATIONS 138140 0 0 0 258 0 9172 0 24063 0 171633 0 0 0 PART I, LINE 1A THE ITEMS CHECKED IN SCHEDULE J, PART I WERE PROVIDED TO JAKE GUADNOLA, FOR HIS POSITION AS HEAD OF SCHOOLS, FOR BUSINESS PURPOSES AND NOT INCLUDED IN HIS COMPENSATION. PART I, LINE 4B ANNIE WRIGHT SCHOOLS PROVIDES SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLANS TO JAKE GUADNOLA. 25,000 WAS VESTED IN 2023. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2020-01-02 22000000 REFINANCE SERIES 2017 BONDS 0 0 0 A 2067258 22000000 22000000 2017 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 0 X 4 72685 STOCK MARKET QUOTE X AUCTION ITEMS 246 210744 SELLING PRICE X LUMBER MATERIALS 1 500 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): SECURITIES ARE LISTED BY NUMBER OF CONTRIBUTORS. ALL OTHER ARE LISTED BY NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE PUBLIC DISCLOSURE COPY OF THE FORM 990 AND APPROVES IT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. ADDITIONALLY THE BOARD OF TRUSTEES HOLDS A DISCUSSION TO ADDRESS ANY POSSIBLE BOARD CONFLICTS THAT SHOULD BE IDENTIFIED AND MONITORED AT THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES COMPENSATION AND ESTABLISHES GOALS FOR THE HEAD OF THE SCHOOL. A SECOND COMMITTEE, HEAD'S SUPPORT AND EVALUATION COMMITTEE, IS RESPONSIBLE FOR PREPARING AND GIVING THE ANNUAL EVALUATION FOR THE HEAD OF SCHOOL. COMPENSATION IS DETERMINED BASED ON BENCHMARKING INFORMATION AVAILABLE FROM OTHER SCHOOLS OF SIMILIAR SIZE. THE HEAD OF SCHOOL IS RESPONSIBLE FOR DETERMINING COMPENSATION LEVELS FOR ALL OTHER KEY EMPLOYEES. SALARY LEVELS ARE A FUNCTION OF JOB PERFORMANCE, YEARS OF SERVICE AND MARKET DATA ACCUMULATED FOR SIMILIAR POSITIONS. THE HEAD OF SCHOOL DETERMINES SALARY LEVELS, BUT THE BOARD OF TRUSTEES HAS ULTIMATE APPROVAL AUTHORITY VIA THEIR APPROVAL OF THE ANNUAL BUDGET THAT INCLUDES ALL PROPOSED SALARY INCREASES. DISCUSSIONS ARE DULY NOTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. GATORS LLC 827 N TACOMA AVE TACOMA WA 98403 993865697 REAL ESTATE WA 6310 0 ANNIE WRIGHT SCHOOLS