2022-10-07T18:48:11-05:00 2022-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2021-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVE TACOMA WA 984032832 JEAN WEBBER DIR. OF FINANCE & OPERATIONS 2532845415 2022-10-05 1 JEAN WEBBER 999009999 SUE ROBISON P00560072 2062814444 2022-10-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAKE GUADNOLA 827 N TACOMA AVE TACOMA WA 984032832 41959149 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS SERVE STUDENTS FROM AGE THREE THROUGH HIGH SCHOOL. 21 21 289 150 0 0 3874608 2836786 18299587 24117406 1428619 1616636 2373869 329371 25976683 28900199 3725407 4499805 0 0 11353376 13262573 0 0 807350 6945924 9205875 22024707 26968253 3951976 1931946 89786471 86822047 26167746 27212506 63618725 59609541 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 19839523 4499805 23488524 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 694 ENROLLED STUDENTS. 1733366 628882 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, EXTENDED DAYS, TRANSPORTATION, TECH PACKAGE, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1103197 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 22676086 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 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 0 0 0 0 0 1 71 0 1 289 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 2532845415 827 N TACOMA AVENUE TACOMA WA 98403 JIM DEFEBAUGH CHAIR 1.00 X X 0 0 0 LISA HOFFMAN VICE CHAIR 1.00 X X 0 0 0 JANELLE GUIRGUIS-BLAKE SECRETARY 1.00 X X 0 0 0 DAVID OVERTON TREASURER 1.00 X X 0 0 0 SALLY ATHERTON TRUSTEE 1.00 X 0 0 0 DIANE BAI TRUSTEE 1.00 X 0 0 0 MICHELE CANNON BESSLER TRUSTEE 1.00 X 0 0 0 TENELEY CEDERSTRAND TRUSTEE 1.00 X 0 0 0 STEPHANIE COOK TRUSTEE 1.00 X 0 0 0 JEFF DAVIS TRUSTEE 1.00 X 0 0 0 LAURA EDMAN TRUSTEE 1.00 X 0 0 0 MISA FURUMOTO TRUSTEE 1.00 X 0 0 0 MERRITT KLARSCH PULLIAM TRUSTEE 1.00 X 0 0 0 MARTHA LANTZ TRUSTEE 1.00 X 0 0 0 MANUEL LA ROSA TRUSTEE 1.00 X 0 0 0 DAMANI LEECH TRUSTEE 1.00 X 0 0 0 ALIYA MERALI VIRANI TRUSTEE 1.00 X 0 0 0 MARJORIE ODA-BURNS TRUSTEE 1.00 X 0 0 0 JOHN PARROTT TRUSTEE 1.00 X 0 0 0 KEVIN SANDERS TRUSTEE 1.00 X 0 0 0 MONICA TORREZ-PFISTER TRUSTEE 1.00 X 0 0 0 JAKE GUADNOLA HEAD OF SCHOOLS 40.00 X 288232 0 106058 JEAN WEBBER DIRECTOR OF FINANCE & OPERATIONS 40.00 X 131458 0 16254 REX BATES DIRECTOR OF BUSINESS DEVELOPMENT 40.00 X 196418 0 11811 ANN DICKS DIRECTOR OF LOWER SCHOOLS 40.00 X 117843 0 8135 CLARE WAGSTAFF DIRECTOR OF MIDDLE SCHOOLS 40.00 X 115823 0 15423 EIREANN CORRIGAN DIRECTOR OF UPPER SCHOOLS 40.00 X 123539 0 10398 JENNIFER HALEY DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 114623 0 13834 JEREMY STUBBS DIRECTOR OF UPPER SCHOOLS 40.00 X 106165 0 14087 CHRISTIAN SULLIVAN FORMER OFFICER 40.00 X 183500 0 0 1377601 0 196000 11 1 1 0 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD MANAGEMENT 602811 PROPEL INSURANCE 1201 PACIFIC AVE 1000 TACOMA WA 98402 INSURANCE SERVICES 572877 GRAND CLASSROOM PO BOX 7166 CHARLOTTESVILLE VA 22906 EDUCATION TRAVEL 530918 SUNSET AIR INC PO BOX 8208 LACEY WA 98509 CONSTRUCTION CONTRACTOR 233569 MOUNTAIN INC 7457 S MADISON ST TACOMA WA 98409 CONSTRUCTION CONTRACTOR 144731 14 424051 1029535 1383200 189428 2836786 TUITION AND FEES 611710 23488524 23488524 TECHNOLOGY PACKAGE 611710 172230 172230 CAFETERIA 611710 165903 165903 TRANSPORTATION 611710 158653 158653 EXTENDED DAY INCOME 611710 104307 104307 27789 27789 24117406 1436323 1436323 60355 0 60355 60355 60355 12956022 1000 12776709 0 179313 1000 180313 180313 323280 424051 266709 56571 56571 227977 15532 212445 212445 28900199 24117406 0 1946007 4499805 4499805 753423 753423 183500 183500 10061521 9126258 368414 566849 519581 460666 31931 26984 951968 920400 31568 792580 676803 77568 38209 85831 85831 32802 32802 37190 37190 176015 176015 1425814 1422280 3534 241728 3195 238533 1189799 572910 565771 51118 155663 148329 7334 444316 416905 25711 1700 250125 208508 7660 33957 1725 1725 690068 690068 1843271 1837740 5531 616803 598426 16663 1714 INSTUCTIONAL EXPENSE 1843484 1728585 76759 38140 BAD DEBTS 109551 109551 PROFESSIONAL DEVELOPMEN 61690 53551 93 8046 26968253 22676086 3484817 807350 2333342 4635184 4820429 3912523 291677 134711 77563 127267 21407 17283 509965 403072 60967629 18106295 41886217 42861334 38309911 34730673 1535960 0 89786471 86822047 1473402 1742496 3365101 3818591 21329243 21651419 26167746 27212506 X 38642124 37761211 24976601 21848330 63618725 59609541 89786471 86822047 1931946 -5941130 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34963953 2130847 -4240428 1650312 68763 31135297 28480847 358232 6206384 78250 3260 34963953 26887779 1246069 1146470 799471 28480847 22030541 4490146 1186321 779229 40000 26887779 21293369 53056 1428309 744193 22030541 0.33975 0.66025 0 0 1413569 1413569 51385256 13842548 37542708 4684608 2118965 2565643 3286587 2144782 1141805 197609 197609 42861334 X 18741505 -5941130 -4499805 -10440935 29182440 -282241 -282241 28900199 22750689 282241 282241 22468448 4499805 4499805 26968253 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, 2022 AND 2021. 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 -4,499,805. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -266,709. BOOKSTORE COST OF GOODS SOLD -15,532. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 266,709. BOOKSTORE COST OF GOODS SOLD 15,532. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 4,499,805. 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 NEWSPAPER ADVERTISEMENTS, CATALOGS, AND BROCHURES. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES THE ORGANIZATION RECEIVES MANAGMENT FEE OF $35,000 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 PART III ACCOUNTING METHOD: GATOR GALA 747331 424051 323280 161976 18255 57273 29205 747331 424051 323280 161976 18255 57273 29205 266709 56571 1 TUITION FINANCIAL AID AND REMISSION 317 0 4499805 CURRENT TUITION RATES TUITION FINANCIAL AID SCHEDULE I, 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 258062 0 30000 0 170 0 15756 0 90302 0 394290 0 0 0 REX BATES DIRECTOR OF BUSINESS DEVELOPMENT 196232 0 0 0 186 0 11811 0 0 0 208229 0 0 0 CHRISTIAN SULLIVAN FORMER OFFICER 0 0 0 0 183500 0 0 0 0 0 183500 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. HOUSING ALLOWANCE - AS A CONDITION OF HIS EMPLOYMENT JAKE GUADNOLA IS REQUIRED TO RESIDE IN THE SCHOOL-OWNED HEAD OF SCHOOLS RESIDENCE. THIS IS INTENDED TO BENEFIT THE SCHOOL THROUGH HIS CONTINUED PRESENCE ON THE SCHOOL GROUNDS, ACCESSIBILITY, COMMUNITY RELATIONS AND DEVELOPMENT AND MARKETING EFFORTS. PART I, LINE 4B CHRISTIAN SULLIVAN, FORMER HEAD OF SCHOOLS PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. IN 2021 HE RECEIVED A DISTRIBUTION IN THE AMOUNT OF $183,500 THIS AMOUNT IS INCLUDED IN PT VII, COLUMN D - REPORTABLE W-2 COMPENSATION AND IN SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2020-01-02 22000000 REFINANCE SERIES 2017 BONDS 0 0 0 A 1095632 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 5 26574 STOCK MARKET QUOTE X AUCTION ITEMS 186 161976 SELLING PRICE X OTHER 1 878 SELLING PRICE 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 ALL FINANCE COMMITTEE MEMBERS, 8 IN TOTAL, ARE PROVIDED A PUBLIC DISCLOSURE COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO SIGNING AND FILING THE RETURN. THIS COMMITTEE INCLUDES MEMBERS WITH SIGNIFICANT NOT-FOR-PROFIT AND FORM 990 BACKGROUND, AND THEIR REVIEW IS FAIR IN THE AMOUNT OF DETAIL. THE REVIEW AND APPROVAL IS THEN REPORTED TO THE ENTIRE BOARD OF TRUSTEES. ADDITIONALLY, AN ELECTRONIC COPY OF THE RETURN IS SENT TO ALL TRUSTEES AFTER REVIEW BY THE FINANCE COMMITTEE. 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.