2011-12-14T11:23:20-06:00 2011-06-30 RSM MCGLADREY LLC 105 E 8TH AVENUE SUITE 300 OLYMPIA WA 985011386 990 2010-07-01 910567266 ANNIE WRIGHT SCHOOL ANNI 2532722216 827 N TACOMA AVE TACOMA WA 98403 MARY SIGMEN 2532722216 2011-12-12 1 CHRISTY ENGELMANN 3607547244 2010 2016-02-24 21:20:13Z CHRISTIAN SULLIVAN 827 N TACOMA AVE TACOMA WA 98403 12605434 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. 16 16 225 150 0 0 1153518 1332603 10337163 10338024 372829 548362 451854 11089 12315364 12230078 1804502 1335070 0 0 8073952 7966717 0 0 480270 3933959 3780295 13812413 13082082 -1497049 -852004 31767687 33402545 7288819 7206080 24478868 26196465 ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. 0 0 7680410 1335070 9998059 PROVIDED EDUCATION & PROGRAMS FOR 439 ENROLLED STUDENTS, PRE-SCHOOL THROUGH GRADE 12. 1006393 354031 PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. 1383810 SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. 10070613 1 1 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 0 1 27 0 1 225 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 ANDERSON MARYANN 1.00 X 0 0 0 BOYKIN FRANK 1.00 X 0 0 0 BRAND SARA 1.00 X 0 0 0 CHO JULIA 1.00 X 0 0 0 DUNN JUDY 1.00 X 0 0 0 FIRN JIM 1.00 X 0 0 0 COPELAND MO 1.00 X 0 0 0 HAGEN CAROL 1.00 X 0 0 0 THE RT REV GREG RICKEL 1.00 X 0 0 0 MARTIN WARREN 1.00 X 0 0 0 KHEMIS CHRISTINE 1.00 X 0 0 0 PAULOUSE AMY 1.00 X 0 0 0 PELSTER CARLA 1.00 X 0 0 0 SAUDAGARAN SHAHROKH 1.00 X 0 0 0 TRUEBLOOD RENEE 1.00 X 0 0 0 GIVENS KELLY 1.00 X 0 0 0 GREENE JEFFREY 1.00 X 0 0 0 JOHNSON AVERY 1.00 X 0 0 0 FRAME BILL 1.00 X 0 0 0 SULLIVAN CHRISTIAN 40.00 X 103630 0 44120 BATES REX 40.00 X 141658 0 7427 CLARKE RICK 40.00 X 125194 0 25654 370482 0 77201 3 1 1 0 0 335910 996693 163045 1332603 TUITION AND FEES 611710 9892513 9892513 CAFETERIA 611710 129610 129610 TECHNOLOGY PACKAGE 611710 109775 109775 EXTENDED DAY 611710 105546 105546 TRANSPORTATION 611710 100580 100580 10338024 331087 331087 48484 48484 48484 48484 217803 7668 8196 217803 -528 217275 217275 131784 335910 183245 -51461 -51461 162226 183915 -21689 -21689 OTHER 611710 35755 35755 35755 12230078 10352090 0 545385 1335070 1335070 316257 316257 5667167 4805413 582521 279233 218829 206778 7090 4961 1343933 1279735 33498 30700 420531 342722 58951 18858 6016 6016 42500 42500 290046 91300 156544 42202 842076 700500 128041 13535 248140 248140 42794 28740 8389 5665 850942 137177 713765 193506 190098 3408 INSTRUCTIONAL EXPENSE 668650 581174 35641 51835 PUBLIC RELATIONS 457665 121111 303273 33281 RECRUITING EXPENSE 55910 55910 BAD DEBTS 41091 68 41023 MISCELLANEOUS 40959 2587 38372 0 13082082 10070613 2531199 480270 237974 625079 1418168 922278 62056 27314 46041 32624 51676 52250 58623 47424 23464886 8768411 15236401 14696475 14519571 16927561 137177 71540 31767687 33402545 1152228 1174230 931472 1087480 5205119 4944370 7288819 7206080 X 10622398 10889741 5314560 6419009 8541910 8887715 24478868 26196465 31767687 33402545 X -852004 2569601 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14086663 408111 2889067 446969 108667 16828205 12387849 75630 1623184 14086663 15422916 868336 -3674508 228895 12387849 0.51000 0.49000 0 0 637718 637718 19064255 5942938 13121317 595993 274978 321015 3166920 2550495 616425 14696475 BONDS 4867241 F STOCKS 11070645 F CERTIFICATES OF DEPOSIT 403806 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 585869 F 16927561 BONDS PAYABLE 4767556 LEASES PAYABLE 176814 4944370 12230078 13082082 -852004 2569601 2569601 1717597 13135896 2457834 367688 2825522 10310374 1919704 1919704 12230078 11418299 367688 367688 11050611 2031471 2031471 13082082 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS, SINCE THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). ADDITIONALLY, THE SCHOOL HAS DONE AN ASSESSMENT OF ANY UNCERTAIN TAX POSITIONS ARE 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, 2011 AND 2010. THE SCHOOL FILES FORMS 990 AND 990-T, IF APPLICABLE, WHICH ARE 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. FEDRERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COGS 183,915. SPECIAL EVENT EXPENSES 183,245. BOOK LOSS ON SALE OF ASSETS 528. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 1,919,704. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 183,245. BOOK LOSS ON SALE OF ASSETS 528. BOOK STORE COGS 183,915. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION DISCOUNTS 1,919,704. GAIN ON INTEREST RATE SWAP 111,767. 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 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 467694 335910 131784 101560 7453 20530 6234 47467 467694 335910 131784 101560 7453 20530 6234 47467 183244 -51460 1 TUITION FINANCIAL AID 186 1335070 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 125194 0 0 0 0 0 4479 0 21175 0 150848 0 0 0 X 4 61485 FAIR MARKET VALUE X AUCTION ITEMS 143 101560 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,569,601. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.