2015-03-26T13:16:30-05:00 2014-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12TH STREET MEDINA WA 98039 DR KIRK WHEELER HEAD OF SCHOOL 4254545880 2015-03-24 1 SARA ELIZABETH J HYRE P00235495 4254544919 2015-03-24 2013 2016-03-07 17:11:31Z KIRK WHEELER 8300 NE 12TH STREET MEDINA WA 98039 40319014 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. 20 20 73 220 0 0 2410971 4593858 5935827 6463123 2369491 1887072 -29532 -73383 10686757 12870670 535242 492735 0 0 4413480 4831943 25543 20781 186646 3417534 3438802 8391799 8784261 2294958 4086409 63596678 51603156 34692681 18324422 28903997 33278734 X THE MISSION OF ST. THOMAS SCHOOL IS 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 6612677 492735 6445702 PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 295 STUDENTS ARE EDUCATED BY 55 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. 2606 17421 ANNUAL SUMMER CAMP FAIR HOSTED BY ST. THOMAS SCHOOL. THE EVENT ACCOMODATES 100 SUMMER CAMP ORGANIZATIONS AND IS FACILITATED TO GIVE PARENTS AND THE COMMUNITY AN OPPORTUNITY TO LEARN ABOUT THE SUMMER CAMPS AVAILABLE FOR THEIR CHILDREN TO ATTEND. THE EVENT HAD 980 ATTENDEES IN 2014. 6615283 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KIRK WHEELER 4254545880 8300 NE 12TH STREET MEDINA WA 98039 CAMPBELL MATHEWSON PRESIDENT & TRUSTEE 2.00 X X 0 0 0 RITA EGRARI VICE PRESIDENT & TRUSTEE 1.00 X X 0 0 0 MADELINE VALDMAN VICE PRESIDENT & TRUSTEE 10.00 X X 0 0 0 THOMAS CUSICK TREASURER & TRUSTEE 4.00 X X 0 0 0 JOHN SHERWOOD JR SECRETARY & TRUSTEE 1.00 X X 0 0 0 REV ALEXANDER BRECKENRIDGE TRUSTEE & RECTOR-ST. THOMAS CHURCH 1.00 X 0 0 0 AMY LORIMER TRUSTEE & PA PRESIDENT 1.00 X 0 0 0 FRED BARKMAN TRUSTEE & VESTRY RESPRESENTATIVE 1.00 X 0 0 0 KEVIN BERRY TRUSTEE 1.00 X 0 0 0 THIEN-DI DO TRUSTEE 2.00 X 0 0 0 JAYASRI GHOSH TRUSTEE 1.00 X 0 0 0 SEBASTIAN GUNNINGHAM TRUSTEE 1.00 X 0 0 0 KEVIN HUGHES TRUSTEE 1.00 X 0 0 0 SUZANNE MCGILL TRUSTEE 1.00 X 0 0 0 LINDA MYHRVOLD TRUSTEE 1.00 X 0 0 0 GLYN NORDSTROM TRUSTEE 1.00 X 0 0 0 PHIL SCHLAEPFER TRUSTEE 1.00 X 0 0 0 DREW SHARP TRUSTEE 1.00 X 0 0 0 KELLY TAYLOR TRUSTEE 1.00 X 0 0 0 DAVID WRIGHT TRUSTEE 1.00 X 0 0 0 DR KIRK WHEELER HEAD OF SCHOOL 40.00 X 358494 0 52231 ALEX COLLEDGE DIR. OF ELEM. CENTER & MIDDLE SCHOOL 40.00 X 110666 0 17874 469160 0 70105 2 0 1 0 CFO SELECTIONS LLC 11225 SE 6TH AVENUE SUITE 110 BELLEVUE WA 98004 OUTSOURCE DIR. OF FIN & OPS 137220 1 85461 1112136 3396261 1260907 4593858 TUITION & FEES 611110 6349145 6349145 SUMMER CAMP 900099 96557 96557 CAMP FAIR 900099 17421 17421 6463123 1393909 1393909 27724193 2500 27233530 0 490663 2500 493163 493163 122091 1112136 214814 -92723 -92723 CONVENIENCE FEE INCOME 900099 14497 14497 ONLINE SALES REVENUE 900099 3725 3725 1118 1118 19340 12870670 6463123 0 1813689 6000 6000 486735 486735 410341 143619 266722 3502664 2765869 631979 104816 312230 250723 55236 6271 332628 265097 62938 4593 274080 211221 55551 7308 172796 172796 1965 1965 34722 34722 20781 20781 202886 172453 28404 2029 36447 36447 271059 11818 257514 1727 272764 218210 51826 2728 271531 236232 27153 8146 850681 723079 119095 8507 762973 610378 144965 7630 149770 127303 20969 1498 EDUCATIONAL SUPPLIES 308773 308773 AUXILIARY PROGRAMS 51655 51655 PROGRAM EVENTS 23180 23180 ADVANCEMENT AND DEVELOP 14565 3988 10577 13035 2938 10062 35 8784261 6615283 1982332 186646 3051168 2110073 1555465 1034278 835568 2051894 24872 25154 20000 10000 192199 218354 28498149 4878965 24270081 23619184 33581385 22379583 100000 65940 54636 63596678 51603156 588567 550778 3230451 3235666 30242173 14537978 631490 0 34692681 18324422 X 23362707 25817440 2612698 4522702 2928592 2938592 28903997 33278734 63596678 51603156 X 4086409 719595 -431267 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3742127 10000 468680 42734 135490 4042583 3436227 471714 165814 3742127 3515053 74732 34981 118577 3436227 2997594 40000 629802 152343 3515053 2700756 460974 164136 2997594 0.00000 0.72700 0.27300 0 0 27260723 3973975 23286748 223697 169945 53752 1013729 735045 278684 23619184 13265660 719595 -442029 277566 12988094 -117424 -117424 12870670 8890923 593397 593397 8297526 486735 486735 8784261 PART V, LINE 4: TO GENERATE FUNDS FOR PROGRAM BENEFIT WITHIN THE PARAMETERS OF THE CONTRIBUTION RESTRICTIONS. THIS INCLUDES FUNDING FINANCIAL AID PROGRAMS, PROFESSIONAL DEVELOPMENT, STAFF SALARIES, LIBRARY RESOURCES, ETC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE -486,735. UNREALIZED GAIN ON INTEREST RATE SWAP 44,706. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -119,924. GAIN ON SALE OF ASSETS 2,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 119,924. UNCOLLECTIBLE PLEDGE EXPENSE 475,973. GAIN ON SALE OF ASSETS -2,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 486,735. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 JOINTLY PUBLICIZED WITH THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS BY ADVERTISEMENTS IN VARIOUS LOCAL NEWSPAPERS. SOUTH AMERICA 0 0 PROGRAM SERVICES 8TH GRADE FIELD TRIP 20000 0 0 0 0 0 0 20000 0 20000 0 0 0 0 0 0 PART I, LINE 2: THERE ARE NO GRANTS MADE OUTSIDE OF THE UNITED STATES. X X X X X X 1 MAIN CONSULTING 6757 48TH AVE SW SEATTLE WA 98136 FUNDRAISING CONSULTATION 0 0 20781 -20781 20781 -20781 WA AUCTION 1234227 1112136 122091 54839 7750 152225 1234227 1112136 122091 54839 7750 152225 214814 -92723 1 FINANIAL AID IN LIEU OF TUITION 34 0 486735 FAIR MARKET VALUE SCHOLARSHIP ASSISTANCE/TUITION REDUCTION PART I, LINE 2: FINANCIAL AID RECORDS ARE MAINTAINED WITH THE FINANCIAL AID OFFICER. THE SELECTION CRITERIA IS AS FOLLOWS: THE INTERESTED FAMILY REQUESTS FINANCIAL AID PAPERWORK FROM THE SCHOOL & STUDENT SERVICES (SSS). THE DEADLINE FOR THE FAMILY TO SUBMIT THE PAPERWORK TO SSS IS BY FEBRUARY OF THE PRIOR SCHOOL YEAR. SSS REVIEWS THE FINANCIAL BACKGROUND AND SUBMITS THE REPORT BACK TO ST. THOMAS SCHOOL, WHICH REVIEWS THE APPLICATIONS AND MAKES THEIR DECISIONS. ALL FAMILIES REQUESTING FINANCIAL AID ARE CONSIDERED THROUGH THE APPLICATION PROCESS. THOSE DEEMED AS MEETING THE THRESHOLD FOR AID ARE SUBSEQUENTLY AWARDED BASED ON RECOMMENDATIONS FROM SSS. X X X X X X 0 0 0 0 0 0 0 1 0 DR KIRK WHEELER HEAD OF SCHOOL 285494 0 45000 0 28000 0 36300 0 15931 0 410725 0 0 0 PART I, LINE 7 DR. KIRK WHEELER RECEIVED A $45,000 BONUS DURING THE FISCAL YEAR ENDED JUNE 30, 2014. THIS BONUS AND ALL THOSE RECEIVED WHILE DR. WHEELER IS UNDER CONTRACT ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. KIRK WHEELER HEAD OF SCHOOL HOUSING X 100000 10000 0 1 1 10000 20450 SCHOLARSHIP SCHOLARSHIP GIVEN IN THE NORMAL COURSE. X 6 1066016 FAIR MARKET VALUE X 1 100000 FAIR MARKET VALUE X AUCTION ITEMS 61 94891 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): PUBLICLY TRADED SECURITIES ARE BASED ON THE NUMBER OF CONTRIBUTORS. THE NUMBER OF AUCTION ITEMS REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART I, LINE 6 THERE WERE APPROXIMATELY 200 PARENT VOLUNTEERS WHO HELPED THE SCHOOL DURING THE YEAR IN VARIOUS CAPACITIES. THERE WERE 20 VOLUNTEER MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 ALL PARENTS AND/OR LEGAL GUARDIANS OF CURRENTLY ENROLLED STUDENTS OF THE SCHOOL ARE MEMBERS OF THE CORPORATION. THERE IS ONLY ONE CLASS OF MEMBERSHIP. NO MEMBERS HAVE VOTING RIGHTS UNLESS REQUIRED BY LAW OR UNLESS THE BOARD SUBMITS A MATTER TO THE MEMBERS FOR APPROVAL OR ADOPTION, IN WHICH CASE ALL MEMBERS HAVE THE SAME VOTING RIGHTS (ONE VOTE FOR EACH CURRENTLY ENROLLED STUDENT WHOSE ACCOUNT IS IN GOOD STANDING). FORM 990, PART VI, SECTION B, LINE 11 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 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. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ST. THOMAS SCHOOL'S HEAD OF SCHOOL WAS LAST REVIEWED IN MAY 2014 BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE REVIEW WAS DONE BY AN INDEPENDENT COMPENSATION CONSULTANT AND INCLUDED AN INDEPENDENT COMPENSATION STUDY, BENCHMARKS, AND COMPARATIVE SALARY INFORMATION. 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. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES EXPENSE -475,973. GAIN ON INTEREST RATE SWAP 44,706.