2011-03-25T12:03:43-05:00 2010-06-30 RSM McGladrey Inc 105 E 8th Avenue Suite 300 Olympia WA 985011386 990 2009-07-01 910567266 ANNIE WRIGHT SCHOOL ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 Mary Sigmen 2532722216 2011-03-22 1 Christy Engelmann 3607547244 2009 2016-02-24 21:20:13Z Christian Sullivan 827 N TACOMA AVE TACOMA WA 98403 12626459 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. 23 23 233 150 0 0 1952626 1153518 9889082 10337163 333077 372829 325260 451854 12500045 12315364 1098054 1804502 0 7996861 8073952 0 578730 3750882 3933959 12845797 13812413 -345752 -1497049 34185938 31767687 9515530 7288819 24670408 24478868 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 8118658 1804502 10337163 PROVIDED EDUCATION & PROGRAMS FOR 475 ENROLLED STUDENTS, PRE-SCHOOL THROUGH GRADE 12. 1064092 472629 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1346221 SCHOOL FACILITIES - Kept SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 10528971 1 1 0 0 0 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 34 0 1 233 1 0 0 0 0 0 0 0 0 0 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 WA X X MARY SIGMEN DIRECTOR OF FINANCE 2532722216 827 N TACOMA AVENUE TACOMA WA 98403 andrade sergio 1.00 X 0 0 0 boykin frank 1.00 X 0 0 0 dunn judy 1.00 X 0 0 0 firn jim 1.00 X 0 0 0 fletcher erin 1.00 X 0 0 0 frame bill 1.00 X 0 0 0 givens kelly 1.00 X 0 0 0 greene jeffrey 1.00 X 0 0 0 pan-hosley theresa 1.00 X 0 0 0 khemis christine 1.00 X 0 0 0 mann susan 1.00 X 0 0 0 paulouse amy 1.00 X 0 0 0 pelster carla 1.00 X 0 0 0 bishop richels 1.00 X 0 0 0 saudagaran shahrokh 1.00 X 0 0 0 tanbara barbara 1.00 X 0 0 0 terrano janine 1.00 X 0 0 0 trueblood renee 1.00 X 0 0 0 Anderson Mary Ann 1.00 X 0 0 0 clarkE rick 40.00 X X 214684 0 64046 brand sara 1.00 X 0 0 0 cho julia 1.00 X 0 0 0 johnson avery 1.00 X 0 0 0 martin warren 1.00 X 0 0 0 CHRISTIAN SULLIVAN 40.00 X 0 0 0 Bates rex 40.00 X 140000 0 4500 354684 0 68546 2 0 1 0 MD DESIGN LLC 6711 Park street East fife WA 98424 DORMATORY RENOVATION 276669 1 302578 850940 147788 1153518 TUITION AND FEES 611710 10285326 10285326 EXTENDED DAY 611710 51837 51837 10337163 418877 418877 29407 29407 29407 29407 300 44816 1532 -44816 -1232 -46048 -46048 30650 302578 80832 -50182 -50182 151141 183915 -32774 -32774 OTHER 611710 262987 262987 CAFETERIA 611710 143676 143676 TRANSPORTATION 611710 98740 98740 505403 12315364 10809792 0 352054 1804502 1804502 298804 298804 5708707 4858286 532760 317661 227687 204127 13339 10221 1419017 1218046 139979 60992 419737 349364 49855 20518 37585 37585 220422 115317 77023 28082 53027 17490 35275 262 233157 233157 125387 52592 57678 15117 822269 21950 800319 164901 164901 Supplies and repairs 894438 775961 93639 24838 INSTRUCTIONAL EXPENSE 722816 611686 69579 41551 PUBLIC RELATIONS 330251 68908 221638 39705 RECRUITING EXPENSE 113466 567 112704 195 OTHER EXPENSES 111126 3233 91257 16636 105114 28884 73278 2952 13812413 10528971 2704712 578730 400 237974 3624329 1418168 188995 62056 1236822 46041 57673 51676 114845 58623 23309253 8072852 15328872 15236401 13345878 14519571 288124 137177 34185938 31767687 1342193 1152228 2929900 931472 5243437 5205119 9515530 7288819 X 11958352 10622398 4172751 5314560 8539305 8541910 24670408 24478868 34185938 31767687 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13025567 75630 1623184 14724381 15422916 868336 -3669772 228895 12392585 0.27000 0.58000 0.16000 0 0 637718 637718 19172472 5509968 13662504 595993 256698 339295 2903070 2306186 596884 15236401 BONDS 5002272 C STOCKS 8452866 C CERTIFICATES OF DEPOSIT 416009 C GOVERNMENT SECURITIES 146015 C BENEFICIAL INTEREST IN PERPETUAL TRUSTS 502409 C 14519571 BONDS PAYABLE 4580000 LEASES PAYABLE 109082 fair market value of interest rate swap 516037 5205119 12315364 13812413 -1497049 1305509 1305509 -191540 11592521 1432908 3900 265979 1702787 9889734 2425630 2425630 12315364 11784061 3900 124206 269172 397278 11386783 2425630 2425630 13812413 Part V, Line 4: Description of Intended Use of Endowment Funds: THE SCHOOL'S ENDOWMENTS CONSIST OF VARIOUS DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED AS QUASI ENDOWMENTS BY THE BOARD OF TRUSTEES. THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 89 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. Part XI, Line 8 - Other Adjustments: UNREALIZED gain ON INVESTMENTS: 1432908. UNREALIZED Loss ON INTEREST RATE SWAP: -124206. BOOK TAX DIFFERENCE - LOSS ON SALE OF EQUIPMENT: -3193. Part XII, Line 2d - Other Adjustments: BOOKSTORE COGS: 183915. loss on sale of assets: 1232. Special event expenses: 80832. Part XII, Line 4b - Other Adjustments: FINANCIAL AID AND TUITION DISCOUNTS: 2425630. Part XIII, Line 2d - Other Adjustments: special event expenses: 80832. book loss on sale of assets: 4425. BOOK STORE COGS: 183915. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID AND TUITION DISCOUNTS: 2425630. PART X, LINE 2: THE SCHOOL HAS DONE AN ASSESSMENT OF ANY UNCERTAIN TAX POSITIONS AS REQUIRED UNDER FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THEY CURRENTLY HAVE NO UNCERTAIN TAX BENEFITS TO RECORD AS A LIABILITY AT JUNE 30, 2010 AND 2009. 1 1 1 NON-DISCRIMINATION POLICY IS STATED IN NEWSPAPER ADVERTISEMENTS, CATALOGS, AND BROCHURES. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Auction 333228 302578 30650 15595 24701 40536 333228 302578 30650 15595 24701 40536 80832 -50182 1 TUITION FINANCIAL AID 211 1804502 CURRENT TUITION RATES TUITION FINANCIAL AID Other Information: Part IV: 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 0 1 X X X 0 0 0 0 0 0 0 0 0 clarkE rick 214684 0 0 0 0 0 16125 0 47921 0 278730 0 0 0 X 3 58420 FMV on date of contribut X AUCTION ITEMS 148 89368 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 EMPLOYEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY DURING EMPLOYEE ORIENTATION. THIS DOCUMENT IS THEN MAINTAINED IN THEIR PERSONNEL FILE. 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 COMPENSATION FOR THE HEAD OF SCHOOL IS THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. THIS GROUP IS ALSO 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 XI, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.