2014-10-30T15:58:11-05:00 2014-06-30 420714325 MCGLADREY LLP 105 8TH AVENUE SE SUITE 300 OLYMPIA WA 985011386 990 2013-07-01 910567266 ANNIE WRIGHT SCHOOLS ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 MARY SIGMEN DIRECTOR OF FINANCE 2532722216 2014-10-29 1 ANTONIA GOH CPA P00187374 3607547244 2013 2015-11-30 17:44:51Z CHRISTIAN SULLIVAN 827 N TACOMA AVE TACOMA WA 98403 32826108 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOLS (THE SCHOOL), ORGANIZED UNDER THE LAWS OF THE STATE OF WASHINGTON, IS A NOT-FOR-PROFIT CORPORATION LOCATED IN TACOMA. THE SCHOOL WAS FOUNDED IN 1884 AND IS FUNDED THROUGH TUITION REVENUE, CONTRIBUTIONS, AND ENDOWMENTS. AS A PRIVATE EDUCATIONAL INSTITUTION, THE SCHOOL COMBINES THREE PROGRAMS: A COLLEGE PREPATORY BOARDING AND DAY UPPER SCHOOL FOR YOUNG WOMEN IN GRADES NINE THROUGH TWELVE; A COEDUCATIONAL MIDDLESCHOOL FOR SIXTH, SEVENTH AND EIGHTH GRADE STUDENTS, AND A LOWER SCHOOL WITH AN ENRICHED TRADITIONAL CURRICULUM FOR BOYS AND GIRLS FROM PRE-SCHOOL THROUGH FIFTH GRADE. 19 19 235 150 0 0 1288671 2445217 11866799 13112425 469221 2408837 -17365 -14852 13607326 17951627 1533301 2450998 0 0 8400032 8053542 0 0 658521 3921037 4264518 13854370 14769058 -247044 3182569 34505525 38061932 6963038 7006794 27542487 31055138 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 9069267 1725455 12493211 PROVIDED EDUCATION & PROGRAMS FOR 480 ENROLLED STUDENTS, PRE-SCHOOL THROUGH GRADE 12. 1064581 655160 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1359593 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 11493441 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 18 0 1 235 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 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 SARAH KAISER BRAND TRUSTEE 1.00 X 0 0 0 MO COPELAND TRUSTEE 1.00 X 0 0 0 JIM FIRN TRUSTEE 1.00 X 0 0 0 BILL FRAME TRUSTEE 1.00 X 0 0 0 TOM HANLY 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 SHAHROKH SUDAGARAN TRUSTEE 1.00 X 0 0 0 JOANNE SELDEN TRUSTEE 1.00 X 0 0 0 GARY SEVERSON TRUSTEE 1.00 X 0 0 0 RENEE TRUEBLOOD TRUSTEE 1.00 X 0 0 0 SCOTT VIPOND TRUSTEE 1.00 X 0 0 0 AMANDA NELSON AWSPA PRESIDENT 1.00 X 0 0 0 HOLLY BAMFORD HUNT ALUMNI ASSOCIATION PRESIDENT 1.00 X 0 0 0 REBECCA KIRKPATRICK REPRESENTATIVE FOR THE BISHOP OF THE EPISCOPAL DIO 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 JOHN PARROTT TREASURER 1.00 X 0 0 0 AMY PAULOSE SECRETARY 1.00 X 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 40.00 X 260388 0 97371 REX BATES DIR OF BUSINESS DEVELOPMENT 40.00 X 148959 0 8020 MARY SIGMEN DIR OF FINANCE & OPERATIONS 40.00 X 110826 0 13229 VICTORIA BALL LOWER SCHOOL DIRECTOR 40.00 X 101710 0 12684 621883 0 131304 4 0 1 0 CONSOLIDATED FOOD MANAGEMENT INC 7429 SE 27TH ST MERCER ISLAND WA 98040 FOOD MANAGEMENT 325436 HIGHSTREET ADVERTISING & PROMOTION INC 4227 S MERIDIAN STE C 101 PUYALLUP WA 98373 ADVERTISING SERVICES 161890 MOUNTAIN CONSTRUCTION INC 7457 SOUTH MADISON ST TACOMA WA 98409 CONSTRUCTION 157228 ARIES MECHANICAL INC 1516 S FIFE ST TACOMA WA 98405 MECHANICAL 108422 4 448636 1996581 162341 2445217 TUITION AND FEES 611710 12493211 12493211 TECHNOLOGY PACKAGE 611710 176931 176931 OTHER 611710 129748 129748 EXTENDED DAY 611710 121001 121001 CAFETERIA 611710 115519 115519 76015 76015 13112425 483157 483157 44809 0 44809 44809 44809 16404617 443 14479380 0 1925237 443 1925680 1925680 138152 448636 233759 -95607 -95607 197288 161342 35946 35946 17951627 13148371 0 2358039 2450998 2450998 696092 696092 5823502 5159784 284110 379608 223083 204464 9031 9588 847763 700673 114232 32858 463102 376399 60683 26020 12028 12028 35000 35000 452899 277873 84671 90355 85192 85192 1159257 949751 189540 19966 272803 272803 162317 64163 63808 34346 260409 260409 686020 137204 548816 213315 213315 INSTRUCTIONAL EXPENSE 686571 631975 30001 24595 PUBLIC RELATIONS 175870 54039 80646 41185 RECRUITING EXPENSE 53863 53863 BAD DEBTS 8974 8974 14769058 11493441 2617096 658521 1032926 1103407 1443978 1946566 28634 552689 49192 16331 18883 21884 232812 157419 25015910 10115713 14536572 14900197 17100688 19306449 61840 56990 34505525 38061932 939032 1037077 1490097 1617574 4533909 4352143 6963038 7006794 X 12053649 13455376 6325637 7844011 9163201 9755751 27542487 31055138 34505525 38061932 3182569 330082 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17424784 592550 2682644 605320 98541 19996117 16044450 173666 1960668 648440 105560 17424784 16828205 116170 -95490 691814 112621 16044450 14086663 408111 2889067 446969 108667 16828205 12387849 75630 1623184 14086663 0.29000 0.46000 0.25000 0 0 748669 748669 20492052 7487440 13004612 576265 297412 278853 2265032 1813301 451731 933892 517560 416332 14900197 BONDS PAYABLE 4352143 4352143 X 16225812 330082 395101 725183 15500629 2450998 2450998 17951627 12713161 395101 395101 12318060 2450998 2450998 14769058 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, 2014 AND 2013. 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 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 161,342. SPECIAL EVENT EXPENSES 233,759. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,450,998. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 161,342. SPECIAL EVENT EXPENSES 233,759. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,450,998. 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 586788 448636 138152 112992 65713 23906 31148 586788 448636 138152 112992 65713 23906 31148 233759 -95607 1 TUITION FINANCIAL AID 207 1725455 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 0 1 X X X 0 1 0 0 0 0 0 0 0 CHRISTIAN SULLIVAN HEAD OF SCHOOLS 260388 0 0 0 0 0 32117 0 65254 0 357759 0 0 0 REX BATES DIR OF BUSINESS DEVELOPMENT 148959 0 0 0 0 0 7553 0 467 0 156979 0 0 0 PART I, LINE 4B THE ORGANIZATION ACCRUED $20,000 OF DEFERRED COMPENSATION FOR HEAD OF SCHOOLS, WHICH IS 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 2 49349 STOCK MARKET QUOTE X AUCTION ITEMS 182 112992 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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.