2013-10-29T15:27:12-05:00 2013-06-30 420714325 MCGLADREY LLP 105 8TH AVENUE SE SUITE 300 OLYMPIA WA 985011386 990 2012-07-01 910567266 ANNIE WRIGHT SCHOOL ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 MARY SIGMEN 2532722216 2013-10-23 1 ANTONIA GOH CPA P00187374 3607547244 2012 2016-02-25 16:41:14Z CHRISTIAN SULLIVAN 827 N TACOMA AVE TACOMA WA 98403 14322178 0 X WWW.AW.ORG X 1884 WA ANNIE WRIGHT SCHOOL (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. 18 18 244 150 0 0 2059151 1288671 11159992 11866799 372504 469221 -10608 -17365 13581039 13607326 1477550 1533301 0 0 7535939 8400032 0 0 526022 4070978 3921037 13084467 13854370 496572 -247044 33592170 34505525 7324635 6963038 26267535 27542487 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 8361781 1533301 11503991 PROVIDED EDUCATION & PROGRAMS FOR 443 ENROLLED STUDENTS, PRE-SCHOOL THROUGH GRADE 12. 1032596 382560 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1353406 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 10747783 1 1 0 0 0 0 0 0 0 1 1 1 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 23 0 1 244 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X MARY SIGMEN DIRECTOR OF FINANCE 2532722216 827 N TACOMA AVENUE TACOMA WA 98403 AMY PAULOSE 1.00 X X 0 0 0 JOHN PARROTT 1.00 X X 0 0 0 JIM FIRN 1.00 X 0 0 0 JOANNE SELDEN 1.00 X 0 0 0 JOHN LONG 1.00 X X 0 0 0 JULIA CHO 1.00 X X 0 0 0 MO COPELAND 1.00 X 0 0 0 RENEE TRUEBLOOD 1.00 X 0 0 0 SARAH KAISER BRAND 1.00 X 0 0 0 SHAHROKH SAUDAGARAN 1.00 X 0 0 0 TOM HANLEY 1.00 X 0 0 0 SUZANNE HATTERY 1.00 X 0 0 0 JOHN LANTZ 1.00 X 0 0 0 MARCIA MOE 1.00 X 0 0 0 JAMIE MURRAY 1.00 X 0 0 0 CHRIS SAKAS 1.00 X 0 0 0 GARY SEVERSON 1.00 X 0 0 0 SCOTT VIPOND 1.00 X 0 0 0 AMANDA NELSON 1.00 X 0 0 0 HOLLY BAMFORD HUNT 1.00 X 0 0 0 REBECCA KIRKPATRICK 1.00 X 0 0 0 CHRISTIAN SULLIVAN 40.00 X 240325 0 96186 MARY SIGMEN 40.00 X 109966 0 13053 REX BATES 40.00 X 142966 0 7860 493257 0 117099 3 0 1 0 MOUNTAIN CONSTRUCTION INC 7457 SOUTH MADISON STREET TACOMA WA 98409 CONSTRUCTION 994915 HIGHSTREET ADVERTISING & PROMOTION INC 4227 S MERIDIAN STE C 670 PUYALLUP WA 98373 ADVERTISING SERVICES 116949 2 316512 972159 285993 1288671 TUITION AND FEES 611710 11323212 11323212 TECHNOLOGY PACKAGE 611710 129100 129100 OTHER 611710 118904 118904 EXTENDED DAY 611710 113002 113002 CAFETERIA 611710 112608 112608 69973 69973 11866799 401110 401110 30660 0 30660 30660 30660 370201 288836 13254 81365 -13254 68111 68111 163070 316512 230847 -67777 -67777 201667 181915 19752 19752 13607326 11886551 0 432104 X 1533301 1533301 351859 351859 5973032 5024738 574402 373892 223126 213677 5404 4045 1411465 1346379 39602 25484 440550 363527 51319 25704 18523 18523 33750 33750 242095 118006 91686 32403 95433 95433 1006053 881445 110433 14175 216382 216382 150681 55596 70357 24728 267836 267836 717520 114803 602717 195851 195851 INSTRUCTIONAL EXPENSE 648923 596577 30426 21920 PUBLIC RELATIONS 134473 59095 75378 0 OTHER 83939 28406 51862 3671 BAD DEBTS 69985 69985 39593 39593 13854370 10747783 2580565 526022 1605033 1032926 1699683 1443978 26914 28634 33187 49192 42405 18883 158985 232812 24028549 9491977 14330125 14536572 15629148 17100688 66690 61840 33592170 34505525 1096162 939032 1457172 1490097 4771301 4533909 7324635 6963038 X 11767802 12053649 5510198 6325637 8989535 9163201 26267535 27542487 33592170 34505525 -247044 1521996 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16044450 173666 1960668 648440 105560 17424784 16828205 116170 -95490 691814 112621 16044450 14086663 408111 2889067 446969 108667 16828205 12387849 75630 1623184 14086663 15422916 868336 -3674508 228895 12387849 0.30000 0.49000 0.21000 0 0 637718 637718 20221108 6974463 13246645 576265 286043 290222 1960215 1641488 318727 633243 589983 43260 14536572 MUTUAL FUNDS - EQUITIES 11368435 F MUTUAL FUNDS - FIXED INCOME 5106143 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 626110 F 17100688 BONDS PAYABLE 4499082 LEASES PAYABLE 34827 4533909 X 13384500 1521996 426016 1948012 11436488 2170838 2170838 13607326 12109548 426016 426016 11683532 2170838 2170838 13854370 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012. 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 181,915. SPECIAL EVENT EXPENSES 230,847. LOSS ON SALE OF FIXED ASSETS 13,254. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,170,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 181,915. SPECIAL EVENT EXPENSES 230,847. LOSS ON SALE OF FIXED ASSETS 13,254. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 2,170,838. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATION POLICY IS STATED IN NEWSPAPER ADVERTISEMENTS, CATALOGS, AND BROCHURES. GATOR GALA 479582 316512 163070 48576 22812 159459 479582 316512 163070 48576 22812 159459 230847 -67777 1 TUITION FINANCIAL AID 182 1533301 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 240325 0 0 0 0 0 11600 0 84586 0 336511 0 0 0 REX BATES 142966 0 0 0 0 0 7254 0 606 0 150826 0 0 0 PART I, LINE 4B UNDER A NEW COMPENSATION ARRANGEMENT PLAN, THE ORGANIZATION ACCRUED $20,000 OF DEFERRED COMPENSATION FOR HEADMASTER, WHICH IS INCLUDED IN OFFICER'S FISCAL YEAR COMPENSATION ON THE STATEMENT OF FUNCTIONAL EXPENSES. X 6 147613 PROCEEDS FROM SALE X AUCTION ITEMS 214 138380 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.