2025-04-29T17:50:22-05:00 2024-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2023-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12TH STREET MEDINA WA 98039 DR KIRK WHEELER HEAD OF SCHOOL 4254545880 2025-04-25 1 1 SARA ELIZABETH H JONES P00235495 4254544919 2025-04-25 2023 2025-03-06 01:10:19Z DR KIRK WHEELER 8300 NE 12TH STREET MEDINA WA 98039 36812588 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. 18 18 132 250 0 0 1639249 1576634 13687230 14772551 643329 666562 -17941 -38705 15951867 16977042 581993 725717 0 0 8678002 9513647 0 0 725334 6199428 6482310 15459423 16721674 492444 255368 81672542 88204067 26472956 30860445 55199586 57343622 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 12995030 725717 14772551 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. 12995030 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 132 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X PATRICK MCAULIFFE 4254545880 8300 NE 12TH STREET MEDINA WA 98039 JOHN SHERWOOD JR PRESIDENT 5.00 X X 0 0 0 REBECCA ANDREW VICE PRESIDENT & PRESIDENT ELECT 3.00 X X 0 0 0 TREVOR PARRIS TREASURER 3.00 X X 0 0 0 SARAH REED SECRETARY 3.00 X X 0 0 0 FRED WILLIAMS TRUSTEE 1.00 X 0 0 0 MOTHER LIZ COSTELLO TRUSTEE 1.00 X 0 0 0 FRED BARKMAN JR TRUSTEE 1.00 X 0 0 0 ANJALI BHAGAT 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 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 CATHERINE NIELSEN TRUSTEE 1.00 X 0 0 0 NICOLETTE SHARP TRUSTEE 1.00 X 0 0 0 MEGAN SMITH TRUSTEE 1.00 X 0 0 0 ANNA ZAMOORA-KAPOOR TRUSTEE 1.00 X 0 0 0 KIRK WHEELER HEAD OF SCHOOL/EX-OFFICIO TRUSTEE 40.00 X 452480 0 90332 PATRICK MCAULIFFE DIR. OF FINANCE & OPERATIONS 40.00 X 91798 0 14238 CATHERINE BLUNDELL DIR. OF DEVELOPMENT 40.00 X 178349 0 27281 NANCY MYLES DIR. OF EARLY LEARNING CENTER 40.00 X 140871 0 25287 JACKI SULLIVAN FACULTY 40.00 X 139693 0 23655 MEG ROOSA DIR. OF ELEMENTARY CENTER 40.00 X 138247 0 23606 KAREN MATHEWSON DIR. OF MIDDLE SCHOOL 40.00 X 131037 0 13104 1272475 0 217503 14 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 572038 FOREVERLAWN EASTSIDE 12021 NORTHUP WAY 101 BELLEVUE WA 98005 TURF INSTALLATION 287603 SIGNAL SERVICES INC PO BOX 9537 SEATTLE WA 98108 SECURITY 216013 NW CONTRACT CLEANERS LLC 1911 SW CAMPUS DR SUITE 578 FEDERAL WAY WA 98023 COMMERCIAL CLEANING 171825 ACTIVE INTERNET TECHNOLOGIES LLC PO BOX 783838 PHILADELPHIA PA 19178 WEB SERVICES 123240 10 507967 1068667 190781 1576634 TUITION & FEES 611110 14362948 14362948 SUMMER CAMP 900099 409603 409603 14772551 911149 911149 5900 0 5900 5900 5900 19300536 19545123 -244587 -244587 -244587 166346 507967 290423 -124077 -124077 CONVENIENCE FEE 900099 48013 48013 CHILDCARE 900099 15616 15616 TECHNOLOGY FEE 900099 10500 10500 5343 5343 79472 16977042 14772551 0 627857 5096 5096 720621 720621 634220 346107 225252 62861 6907590 5327578 1122052 457960 636508 521374 71724 43410 811848 671005 105391 35452 523481 412124 78206 33151 14953 14953 74573 74573 83310 83310 292335 216112 54165 22058 89102 1399 87703 687081 415501 260335 11245 863672 747317 95044 21311 158995 41999 116996 504397 428737 70616 5044 1700104 1360083 323020 17001 STUDENT ACTIVITIES 824509 824509 DINING PROGRAM 748487 748487 STAFF RECRUITING 141469 141469 BAD DEBT 130391 103556 17056 9779 168932 103425 59445 6062 16721674 12995030 3001310 725334 8917762 1189477 80301 9238652 726294 248201 60061 5942488 789049 630404 62835281 15486810 48803664 47348471 20139694 21471170 2155717 2135204 81672542 88204067 1256431 1551802 8070667 13936466 14150396 13065550 673072 0 2322390 2306627 26472956 30860445 X 50661249 52628862 4538337 4714760 55199586 57343622 81672542 88204067 255368 1888668 0 X 0 1 X 1 0 X 4652290 4299093 2050148 1639249 1576634 14217414 4652290 4299093 2050148 1639249 1576634 14217414 1674759 12542655 857946 476545 1081471 785229 917049 4118240 46964 43401 46370 56398 79472 272605 18608259 63502283 0.67400 0.63430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHILDCARE INCOME - 2019 AMOUNT: $ 1,575. 2021 AMOUNT: $ 2,250. 2022 AMOUNT: $ 10,124. 2023 AMOUNT: $ 15,616. MISCELLANEOUS - 2019 AMOUNT: $ 3,263. 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 1,274. 2023 AMOUNT: $ 5,343. CONVENIENCE FEE - 2019 AMOUNT: $ 32,026. 2020 AMOUNT: $ 27,082. 2021 AMOUNT: $ 32,146. 2022 AMOUNT: $ 35,574. 2023 AMOUNT: $ 48,013. TECHNOLOGY FEE - 2019 AMOUNT: $ 10,100. 2020 AMOUNT: $ 15,900. 2021 AMOUNT: $ 10,700. 2022 AMOUNT: $ 10,700. 2023 AMOUNT: $ 10,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3812043 637255 212389 4236909 3746967 3000 265673 203597 3812043 4577259 7000 -631524 48843 156925 3746967 3889104 14500 871367 46647 151065 4577259 3982413 7000 98007 46902 151414 3889104 0.00000 0.71068 0.28932 0 0 2826213 2826213 57706121 13906454 43799667 2036980 1580356 456624 265967 265967 47348471 LONG TERM EASEMENT OBLIGATION 171423 RIGHT OF USE LIABILITY 2135204 2306627 18217006 1888668 -720621 1168047 17048959 83310 -155227 -71917 16977042 16072970 155227 155227 15917743 83310 720621 803931 16721674 PART V, LINE 4: ST. THOMAS SCHOOL ANNUALLY DISTRIBUTES A PORTION OF ENDOWMENT EARNINGS TO FUND OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX -720,621. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII -155,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII 155,227. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX 720,621. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS HOMEPAGE AND THROUGH BROADCAST MEDIA AS PART OF A LOCAL SCHOOL ASSOCIATION. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDENT FIELD TRIP 138495 0 0 0 0 0 0 138495 0 138495 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. ANNUAL AUCTION 674313 507967 166346 74376 17330 198717 674313 507967 166346 74376 17330 198717 290423 -124077 1 COMMUNITIES IN SCHOOLS OF WASHINGTON STATE 1010 S 336TH STREET STE 205 FEDERAL WAY WA 98003 911541026 501(C)(3) 0 5096 COST SCHOOL SUPPLIES TO PROVIDE SCHOOL SUPPLIES 1 0 FINANCIAL AID IN LIEU OF TUITION 27 0 720621 FAIR MARKET VALUE TUITION ASSITANCE 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 366450 0 85000 0 1030 0 80886 0 9446 0 542812 0 0 0 CATHERINE BLUNDELL DIR. OF DEVELOPMENT 174859 0 2500 0 990 0 17835 0 9446 0 205630 0 0 0 NANCY MYLES DIR. OF EARLY LEARNING CENTER 138039 0 2000 0 832 0 15841 0 9446 0 166158 0 0 0 JACKI SULLIVAN FACULTY 139252 0 0 0 441 0 14209 0 9446 0 163348 0 0 0 MEG ROOSA DIR. OF ELEMENTARY CENTER 135542 0 2000 0 705 0 14160 0 9446 0 161853 0 0 0 PART I, LINE 1A HEAD OF SCHOOL HAS A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES SUCH AS PROFESSIONAL DEVELOPMENT, STAFF APPRECIATION, ETC. PART I, LINE 4B KIRK WHEELER PARTICIPATES IN A DEFERRED COMPENSATION PLAN THAT COMPLIES WITH THE PROVISIONS OF IRS SECTION 457(F). FOR THE 2023 CALENDAR YEAR, $50,000 OF DEFERRED COMPENSATION WAS ACCRUED. PART I, LINE 7 KIRK WHEELER RECEIVED A $85,000 BONUS IN CALENDAR YEAR 2023. 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 4566290 18000000 18000000 2020 0 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 1 A 0 NA N/A 37325 FINANCIAL AID IN LIEU OF TUITION FINANCIAL AID X 6 29537 FAIR MARKET VALUE X AUCTION ITEMS 99 135196 FAIR MARKET VALUE X PIANO 1 20000 FAIR MARKET VALUE X WINE FOR EVENT 2 6048 FAIR MARKET VALUE 1 0 1 0 SCHEDULE M, PART I, COLUMN (B) PUBLICLY TRADED SECURITIES AND WINE ARE BASED ON THE NUMBER OF CONTRIBUTORS. THE NUMBER OF AUCTION ITEMS AND PIANO 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. THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH EMPLOYEES ARE REQUIRED TO REVIEW AND ACKNOWLEDGE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 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 DIRECTOR OF FINANCE & OPERATION'S COMPENSATION IS ESTABLISHED THROUGH BENCHMARKING DATA COLLECTED FROM INDEPENDENT SOURCES. THIS PROCESS WAS COMPLETED IN THE SPRING OF 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.