2018-10-26T11:40:55-05:00 2018-06-30 420714325 RSM US LLP 1145 BROADWAY PLAZA SUITE 900 TACOMA WA 98402 990 2017-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 MARY SIGMEN DIRECTOR OF FINANCE/OPERATIONS 2532722216 2018-10-24 1 CHRISTY ENGELMANN P00745224 2535727111 108.171.131.187 2018-10-24 12:25:47 PD P F9AAAF613EE73654C7AF54E40C1F49992CB7A24F 485861D80F0EA397BAAA56DDAB5C3CE325866B09 2017 2018-06-14 16:35:46Z CHRISTIAN SULLIVAN 827 N TACOMA AVE TACOMA WA 98403 30456981 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS SERVE STUDENTS FROM AGE THREE THROUGH HIGH SCHOOL. 23 23 291 150 0 0 6679997 5949881 15384038 16755626 472498 1028941 128619 162616 22665152 23897064 2820121 3214749 0 0 9147563 9831043 0 0 672198 5150249 6432535 17117933 19478327 5547219 4418737 50254362 73624412 8416287 26629829 41838075 46994583 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 11459412 3214749 16117941 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 536 ENROLLED STUDENTS. 1303535 725932 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1661515 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 14424462 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 37 0 1 291 0 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X MARY SIGMEN DIRECTOR OF FINANCE 2532722216 827 N TACOMA AVENUE TACOMA WA 98403 PERCY ABRAM TRUSTEE 1.00 X 0 0 0 SALLY ATHERTON TRUSTEE 1.00 X 0 0 0 SARAH BRAND 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 JIM DEFEBAUGH 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 SUZANNE HATTERY TRUSTEE 1.00 X 0 0 0 LISA HOFFMAN TRUSTEE 1.00 X 0 0 0 JOHN LANTZ TRUSTEE 1.00 X 0 0 0 JOHN LONG TRUSTEE 1.00 X 0 0 0 MARCIA MOE TRUSTEE 1.00 X 0 0 0 JAMIE MURRAY TRUSTEE 1.00 X 0 0 0 CHRIS SAKAS TRUSTEE 1.00 X 0 0 0 PAMELA HYDE SMITH TRUSTEE 1.00 X 0 0 0 ALIYA MERALI VIRANI TRUSTEE 1.00 X 0 0 0 ELLEN PALMER AWSPA PRESIDENT 1.00 X 0 0 0 JOHN PARROTT CHAIR 1.00 X 0 0 0 MICHELE CANNON BESSLER VICE CHAIR 1.00 X 0 0 0 TOM HANLY TREASURER 1.00 X 0 0 0 KELLY GIVENS SECRETARY 1.00 X 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 40.00 X 335134 0 146138 REX BATES DIR OF BUSINESS DEVELOPMENT 40.00 X 177978 0 11274 MARY SIGMEN DIR OF FINANCE & OPERATIONS 40.00 X 130464 0 15676 VICTORIA BALL DIRECTOR OF LOWER SCHOOLS 40.00 X 116700 0 14938 SUSAN BAUSKA ASSISTANT HEAD OF SCHOOLS 40.00 X 113292 0 15045 JAKE GUADNOLA DIRECTOR OF UPPER SCHOOLS 40.00 X 123349 0 15331 996917 0 218402 9 0 1 0 MITHUN 1201 ALASKA WAY 200 SEATTLE WA 98101 DESIGN SERVICES 951627 MOUNTAIN CONSTRUCTION INC 7457 S MADISON ST TACOMA WA 98409 CONSTRUCTION CONTRACTOR 820335 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD MANAGEMENT 811293 WASHINGTON PATRIOT CONSTRUCTION LLC PO BOX 339 GIG HARBOR WA 98335 CONSTRUCTION CONTRACTOR 764745 TERRA DYNAMICS INC PO BOX 2479 AUBURN WA 98071 CONSTRUCTION CONTRACTOR 727043 5 172190 5777691 63240 5949881 TUITION AND FEES 611710 16117941 16117941 CAFETERIA 611710 154010 154010 OTHER 611710 151752 151752 TECHNOLOGY PACKAGE 611710 124677 124677 EXTENDED DAY 611710 110366 110366 96880 96880 16755626 812688 812688 21006 0 21006 21006 21006 6494247 6277994 216253 216253 216253 192795 172190 139432 53363 53363 230738 142491 88247 88247 23897064 16843873 0 1103310 3214749 3214749 435339 435339 7566583 6297872 971215 297496 372910 301285 54505 17120 852833 739206 96513 17114 603378 497631 86702 19045 47730 47730 41675 41675 947176 846237 97525 3414 147878 4807 143071 1332445 768636 508283 55526 460 460 393356 389727 3629 270889 111393 29832 129664 12843 12498 345 539969 539969 1120803 1120803 236040 236040 COMPUTER 467628 395353 52042 20233 FIELD TRIPS & ACTIVITIE 396084 396084 BAD DEBTS 131413 730 40683 90000 MEALS AND SNACKS 113833 62173 30449 21211 232313 150041 80897 1375 19478327 14424462 4381667 672198 3116452 583863 2193156 23644920 3628265 2335088 9941 38684 25838 30206 160194 174943 32642745 12456361 17444665 20186384 23633412 26350343 42439 279981 50254362 73624412 1489493 1607410 3070285 3022419 22000000 3856509 8416287 26629829 X 23331975 28075291 6891849 7291985 11614251 11627307 41838075 46994583 50254362 73624412 4418737 737771 0 X X 0 1 X 1 0 X 21293369 53056 1428309 744193 22030541 20286511 19236 1699066 711444 21293369 21100645 96174 -132235 778073 20286511 19996117 1834090 -64347 665215 21100645 17424784 592550 2682644 605320 98541 19996117 0.26290 0.49970 0.23740 0 0 748669 748669 22212757 9695052 12517705 4439015 882846 3556169 1737851 1404170 333681 3504453 474293 3030160 20186384 X 21702006 737770 281923 1019693 20682313 3214751 3214751 23897064 16545498 281923 281923 16263575 3214752 3214752 19478327 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUND CONSISTS OF VARIOUS DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED AS QUASI ENDOWMENTS BY THE BOARD OF TRUSTEES. THE SCHOOL'S 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, 2018 AND 2017. 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 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 142,491. FUNDRAISING EVENT EXPENSES 139,432. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 3,214,749. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 142,491. FUNDRAISING EVENT EXPENSES 139,432. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 3,214,749. ROUNDING 3. 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. GATOR GALA 364985 172190 192795 63240 12338 18235 46163 364985 172190 192795 63240 12338 18235 46163 139976 52819 1 TUITION FINANCIAL AID AND REMISSION 283 3212224 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 X 0 1 X X X X 0 1 0 0 0 0 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 315134 0 20000 0 0 0 96080 0 50058 0 481272 0 0 0 REX BATES DIR OF BUSINESS DEVELOPMENT 177978 0 0 0 0 0 10736 0 538 0 189252 0 0 0 PART I, LINE 4B THE ORGANIZATION ACCRUED DEFERRED COMPENSATION FOR HEAD OF SCHOOLS OF $80,000 FOR THE CALENDER 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 2017-12-14 22000000 FACILITIES EXPANSION 0 0 0 A 22000000 310000 22000000 0 0 0 0 A 0 0 0 0 1 0 0 0 0 X 6 208230 STOCK MARKET QUOTE X AUCTION ITEMS 197 63240 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ALL FINANCE COMMITTEE MEMBERS, 8 IN TOTAL, ARE PROVIDED A COPY OF THE COMPLETE 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.