2020-10-29T18:41:25-05:00 2020-06-30 420714325 RSM US LLP 801 NICOLLET MALL WEST TOWER STE 1100 MINNEAPOLIS MN 554022526 990 2019-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVE TACOMA WA 984032832 JEAN WEBBER DIRECTOR OF FINANCE/OPERATIONS 2532845415 2020-10-21 1 KACIE MCEWEN P01599614 6123324300 2020-10-21 66.98.98.10 2020-10-21 18:54:20 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BBFA2E7A315063F9B50B28F09B1D4F7A273E6172 2019 2021-01-29 14:40:06Z JAKE GUADNOLA 827 N TACOMA AVE TACOMA WA 984032832 35549852 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS SERVE STUDENTS FROM AGE THREE THROUGH HIGH SCHOOL. 22 22 341 150 0 0 6395411 2457534 18275807 19396514 973650 1538635 232168 405569 25877036 23798252 3333043 3753929 0 0 10158381 11184999 0 0 592879 6884907 7286983 20376331 22225911 5500705 1572341 82529625 82451319 29371720 27872167 53157905 54579152 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 14967423 3753929 18910322 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 619 ENROLLED STUDENTS. 1219722 680446 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1895779 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 18082924 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 1 0 1 0 0 0 0 0 0 0 0 1 51 0 1 341 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 MICHELE CANNON BESSLER CHAIR 1.00 X X 0 0 0 JIM DEFEBAUGH VICE CHAIR 1.00 X X 0 0 0 DAVID OVERTON TREASURER 1.00 X X 0 0 0 KELLY GIVENS SECRETARY 1.00 X X 0 0 0 PERCY ABRAM TRUSTEE 1.00 X 0 0 0 SALLY ATHERTON TRUSTEE 1.00 X 0 0 0 CATHY CLOSE TRUSTEE 1.00 X 0 0 0 STEPHANIE COOK TRUSTEE 1.00 X 0 0 0 BOB CRIST 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 TONY ESCOBAR TRUSTEE 1.00 X 0 0 0 JUDY FORKNER TRUSTEE 1.00 X 0 0 0 JANELLE GUIRGUIS BLAKE TRUSTEE 1.00 X 0 0 0 LISA HOFFMAN TRUSTEE 1.00 X 0 0 0 SARAH KAISER 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 MERRITT KLARSCH PULIAM TRUSTEE 1.00 X 0 0 0 PAMELA HYDE SMITH TRUSTEE 1.00 X 0 0 0 MARILYN STRICKLAND TRUSTEE 1.00 X 0 0 0 ALIYA MERALI VIRANI TRUSTEE 1.00 X 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 40.00 X 356515 0 126548 JEAN WEBBER DIRECTOR OF FINANCE/OPERATIONS (MAY 2020) 40.00 X 0 0 0 MELANIE AAMIDOR DIRECTOR OF FINANCE/OPERATIONS (THRU JUNE 2020) 40.00 X 87548 0 5210 REX BATES DIR OF BUSINESS DEVELOPMENT 40.00 X 185204 0 12514 JAKE GUADNOLA DIRECTOR OF UPPER SCHOOLS FOR GIRLS 40.00 X 130200 0 15441 JENNIFER HALEY DIRECTOR OF INSTITUTIONAL 40.00 X 108584 0 14156 MIKE FINCH DIRECTOR OF ATHLETICS 40.00 X 103280 0 13922 SUSAN BAUSKA DIRECTOR OF UPPER SCHOOLS FOR BOYS 40.00 X 126268 0 15869 1097599 0 203660 7 0 1 0 ABSHER CONSTRUCTION CO PO BOX 280 PUYALLUP WA 98371 CONSTRUCTION CONTRACTOR 17258728 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD MANAGEMENT 959774 MITHUN 1201 ALASKA WAY 200 SEATTLE WA 98101 DESIGN SERVICES 302857 GRAND CLASSROOM PO BOX 7166 CHARLOTTESVILLE VA 22906 EDUCATION TRAVEL 272216 JAYMARC AV 14600 INTERURBAN AVE S SEATTLE WA 98168 DESIGN SERVICES 232770 5 223951 2233583 152107 2457534 TUITION AND FEES 611710 18910322 18910322 TECHNOLOGY PACKAGE 611710 127027 127027 CAFETERIA 611710 103480 103480 TRANSPORTATION 611710 100526 100526 EXTENDED DAY 611710 85424 85424 69735 69735 19396514 880499 880499 142735 0 142735 142735 142735 12189494 1000 11528988 3370 660506 -2370 658136 658136 233802 223951 165222 68580 68580 248274 54020 194254 194254 23798252 19590768 0 1749950 3753929 3753929 530080 530080 8655610 7542740 721588 391282 405428 332261 56999 16168 897909 777279 92216 28414 695972 579850 91629 24493 34354 34354 48071 48071 795988 752959 41924 1105 176649 3466 173183 1335909 854771 451532 29606 126503 126503 465471 453494 10954 1023 219741 142029 25503 52209 22696 22696 756611 756611 1679182 1625166 48977 5039 468241 454881 12114 1246 COMPUTER 478252 370742 86088 21422 FIELD TRIP & ACTIVITIES 153167 153167 0 0 MEALS AND SNACKS 129941 93059 26885 9997 RECRUITING EXPENSE 95783 0 95783 0 300424 170435 119114 10875 22225911 18082924 3550108 592879 4620391 1247780 15579436 7929618 1197381 583397 72619 21890 21511 22177 217875 287719 58371062 14957814 37311772 43413248 23222293 28676238 286347 269252 82529625 82451319 3948484 1402307 3423236 2661623 22000000 21779505 2028732 29371720 27872167 X 34037925 34108629 19119980 20470523 53157905 54579152 82529625 82451319 1572341 -151094 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26887779 1246069 1146470 799471 28480847 22030541 4490146 1186321 779229 40000 26887779 21293369 53056 1428309 744193 22030541 20286511 19236 1699066 711444 21293369 21100645 96174 -132235 778073 20286511 0.32000 0.68000 0 0 748669 748669 50187716 11369645 38818071 4439015 1528156 2910859 2121639 1493014 628625 874023 566999 307024 43413248 X 20112472 -151094 -3753929 -3905023 24017495 -219242 -219242 23798253 18691225 219242 219242 18471983 3753929 3753929 22225912 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 89 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, 2020 AND 2019. 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. GENERALLY, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS -3,753,929. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -165,222. BOOKSTORE COST OF GOODS SOLD -54,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 54,020. FUNDRAISING EVENT EXPENSES 165,222. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 3,753,929. 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 PROGRAM SERVICES THE GRADE 9 CURRICULUM 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 457753 223951 233802 82801 22928 19425 41347 457753 223951 233802 82801 22928 19425 41347 166501 67301 1 TUITION FINANCIAL AID AND REMISSION 303 3753929 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 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 316515 0 40000 0 0 0 76781 0 49767 0 483063 0 0 0 REX BATES DIR OF BUSINESS DEVELOPMENT 185204 0 0 0 0 0 11226 0 1288 0 197718 0 0 0 PART I, LINE 1A THE ITEMS CHECKED IN SCHEDULE J, PART I WERE PROVIDED TO CHRISTIAN SULLIVAN, FOR HIS POSITION AS HEAD OF SCHOOLS, FOR BUSINESS PURPOSES AND NOT INCLUDED IN HIS COMPENSATION. HOUSING ALLOWANCE - CHRISTIAN AND HIS FAMILY LIVED IN THE HOUSE ACROSS FROM THE SCHOOL. AS A CONDITION OF HIS EMPLOYMENT CHRISTIAN WAS REQUIRED TO RESIDE IN THE SCHOOL-OWNED HEAD OF SCHOOLS RESIDENCE. THIS WAS INTENDED TO BENEFIT THE SCHOOL THROUGH HIS CONTINUED PRESENCE ON THE SCHOOL GROUNDS, ACCESSIBILITY, COMMUNITY RELATIONS AND DEVELOPMENT AND MARKETING EFFORTS. HEALTH OR SOCIAL CLUB DUES - AWS PAYS 50% OF THE ANNUAL DUES FOR THE TACOMA COUNTRY CLUB. PART I, LINE 4B THE ORGANIZATION ACCRUED DEFERRED COMPENSATION FOR HEAD OF SCHOOLS OF $60,000 FOR THE CALENDAR YEAR AND $60,000 FOR THE FISCAL YEAR. THESE AMOUNTS ARE INCLUDED IN OFFICER'S FISCAL YEAR COMPENSATION ON THE STATEMENT OF FUNCTIONAL EXPENSES AND OTHER DEFERRED COMPENSATION ON 990 PART VII, COLUMN F AND SCHEDULE J PART II COLUMN C. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2020-01-02 22000000 REFINANCE SERIES 2017 BONDS 0 0 0 A 220495 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 LISA ISENMAN COMMUNICATIONS DIRECT FAMILY MEMBER OF OFFICER 81423 COMPENSATION 0 X 4 69306 STOCK MARKET QUOTE X AUCTION ITEMS 164 82801 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): PUBLICLY TRADED SECURITIES - NUMBER OF CONTRIBUTIONS. AUCTION ITEMS - 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 EXECUTIVE COMMITTEE 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. 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.