2017-10-20T17:25:40-05:00 2017-06-30 420714325 RSM US LLP 105 8TH AVENUE SE SUITE 300 OLYMPIA WA 985011386 990 2016-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 MARY SIGMEN DIRECTOR OF FINANCE 2532722216 2017-10-18 1 CHRISTY ENGELMANN P00745224 3607547244 108.171.131.171 2017-10-18 15:59:46 CD P 0E279D1CE1F7CF495AA2FBE41A2C79A604DD9143 0E279D1CE1F7CF495AA2FBE41A2C79A604DD9143 2016 2021-01-29 14:40:06Z CHRISTIAN SULLIVAN 827 N TACOMA AVE TACOMA WA 98403 30265918 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS SERVE STUDENTS FROM AGE THREE THROUGH HIGH SCHOOL. 21 21 283 150 0 0 2953552 6679997 14509752 15384038 98366 472498 68740 128619 17630410 22665152 2494803 2820121 0 0 8702642 9147563 0 0 520716 5300119 5150249 16497564 17117933 1132846 5547219 42820626 50254362 7864203 8416287 34956423 41838075 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 10424824 2820121 14938004 AS A PRIVATE EDUCATIONAL INSTITUTION, THE SCHOOL COMBINES THREE PROGRAMS: ANNIE WRIGHT LOWER AND MIDDLE SCHOOLS OFFER CO-ED PROGRAMS IN PRESCHOOL THROUGH GRADE 8, WHILE SEPARATE COLLEGE PREPARATORY UPPER SCHOOLS FOR GIRLS OFFER DAY AND BOARDING OPTIONS IN GRADES 9 THROUGH 12. THERE WERE 508 ENROLLED STUDENTS. 1163927 517925 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1478030 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 13066781 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 283 0 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 MICHELE CANNON BESSLER 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 STEPHANI COOK TRUSTEE 1.00 X 0 0 0 LISA HOFFMAN TRUSTEE 1.00 X 0 0 0 ALIYA MERALI VIRANI TRUSTEE 1.00 X 0 0 0 PERCY ABRAM TRUSTEE 1.00 X 0 0 0 SUZANNE HATTERY TRUSTEE 1.00 X 0 0 0 JOHN LANTZ 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 CATHY SCHNEIDER TRUSTEE 1.00 X 0 0 0 PAMELA HYDE SMITH 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 GAYLE GRAY AWSPA PRESIDENT 1.00 X 0 0 0 TAYLOR CASSELL ALUMNI ASSOCIATION PRESIDENT 1.00 X 0 0 0 REBECCA KIRKPATRICK REPRESENTATIVE FOR THE BISHOP 1.00 X 0 0 0 JOHN LONG CHAIR 1.00 X 0 0 0 JULIA CHO 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 319394 0 99834 REX BATES DIR OF BUSINESS DEVELOPMENT 40.00 X 172056 0 11000 MARY SIGMEN DIR OF FINANCE & OPERATION 40.00 X 127093 0 15455 VICTORIA BALL DIRECTOR LOWER SCHOOLS 40.00 X 112722 0 14738 JAKE GUADNOLA DIRECTOR OF UPPER SCHOOLS 40.00 X 118711 0 15141 SUSAN BAUSKA ASSISTANT HEAD OF SCHOOLS 40.00 X 101354 0 14508 951330 0 170676 7 0 1 0 TERRA DYNAMICS INC PO BOX 2479 AUBURN WA 98071 CONSTRUCTION CONTRACTOR 2325753 FLIK INDEPENDENT SCHOOL DINING PO BOX 417632 BOSTON MA 02241 FOOD MANAGEMENT 914921 GRAND CLASSROOM PO BOX 7166 CHARLOTTSVILLE VA 22906 EDUCATIONAL TRAVEL 287076 MITHUN 1201 ALASKA WAY 200 SEATTLE WA 98101 DESIGN SERVICES 103250 4 182350 6497647 91888 6679997 TUITION AND FEES 611710 14938004 14938004 CAFETERIA 611710 126471 126471 TECHNOLOGY PACKAGE 611710 88367 88367 OTHER 611710 87832 87832 EXTENDED DAY 611710 78403 78403 64961 64961 15384038 520045 520045 19221 0 19221 19221 19221 7257539 7301139 3947 -43600 -3947 -47547 -47547 190050 182350 152543 37507 37507 215028 143137 71891 71891 22665152 15455929 0 529226 2820121 2820121 434705 434705 7002657 5833895 883912 284850 356466 291695 51142 13629 819234 712943 92483 13808 534501 438011 78514 17976 31586 31586 40000 40000 950872 812557 133789 4526 125995 3603 122392 1251443 630243 576392 44808 386 386 374670 374204 466 194948 77625 23142 94181 11078 11078 884791 884791 220119 220119 FIELD TRIPS & ACTIVITIE 381075 381075 COMPUTER 345033 277718 49659 17656 MEALS AND SNACKS 92744 42452 22154 28138 PROFESSIONAL DEVELOPMEN 66767 64989 634 1144 178742 74453 104289 17117933 13066781 3530436 520716 4769010 3116452 1840470 2193156 2777948 3628265 48165 9941 27513 25838 161408 160194 28988361 11543696 14342791 17444665 18806031 23633412 47290 42439 42820626 50254362 1130226 1489493 1985647 3070285 4031718 3856509 716612 0 7864203 8416287 X 14087131 23331975 9274277 6891849 11595015 11614251 34956423 41838075 42820626 50254362 5547219 1334433 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20286511 19236 1699066 711444 21293369 21100645 96174 -132235 778073 20286511 19996117 1834090 -64347 665215 21100645 17424784 592550 2682644 605320 98541 19996117 16044450 173666 1960668 648440 105560 17424784 0.26250 0.51550 0.22200 0 0 748669 748669 21059098 9133970 11925128 3949728 500144 3449584 1785077 1460520 324557 1445789 449062 996727 17444665 X 21475143 1334433 295680 1630113 19845030 2820122 2820122 22665152 14593491 295680 295680 14297811 2820122 2820122 17117933 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, 2017 AND 2016. 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 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 143,137. FUNDRAISING EVENT EXPENSES 152,543. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,820,121. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 143,137. FUNDRAISING EVENT EXPENSES 152,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,820,121. ROUNDING 1. 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 372400 182350 190050 91388 12026 16482 32647 372400 182350 190050 91388 12026 16482 32647 152543 37507 1 TUITION FINANCIAL AID AND REMISSION 251 2820121 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 319394 0 0 0 0 0 37034 0 62800 0 419228 0 0 0 REX BATES DIR OF BUSINESS DEVELOPMENT 172056 0 0 0 0 0 10450 0 550 0 183056 0 0 0 PART I, LINE 4B THE ORGANIZATION ACCRUED DEFERRED COMPENSATION FOR HEAD OF SCHOOLS OF $20,000 FOR THE CALENDER YEAR AND $80,000 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. X 10 291693 STOCK MARKET QUOTE X AUCTION ITEMS 197 91388 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.