2011-03-03T16:31:53-06:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12th Street MEDINA WA 98039 KENN SANDELL 4254545880 2011-03-03 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z KIRK WHEELER 8300 NE 12th Street MEDINA WA 98039 23645843 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA To develop responsible citizens of a global society. 16 16 54 203 0 0 1538738 1518557 3921397 4610836 491753 1407023 -35708 -57823 5916180 7478593 236685 374979 0 3451274 3541213 15862 10796 382320 2966942 3399388 6670763 7326376 -754583 152217 59367562 60601640 35087294 35176535 24280268 25425105 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 5683356 374979 4610836 PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 6TH GRADE. APPROXIMATELY 271 STUDENTS ARE EDUCATED BY 38 FACULTY AND STAFF. 5683356 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 54 1 0 0 0 0 0 1 1 0 0 0 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KENN SANDELL 4254545880 8300 NE 12th Street MEDINA WA 98039 PHIL SCHLAEPFER 1.00 X X 0 0 0 CAMPBELL MATHEWSON 1.00 X X 0 0 0 KEVIN BERRY 1.00 X X 0 0 0 JOHN SHERWOOD JR 1.00 X X 0 0 0 ALEXANDER BRECKENRIDGE 1.00 X 0 0 0 THIEN-DI DO 1.00 X 0 0 0 BRIAN GARDNER 1.00 X 0 0 0 DON GAINES 1.00 X 0 0 0 KEVIN HUGHES 1.00 X 0 0 0 CHARLES A LYFORD IV 1.00 X 0 0 0 LINDA MYHRVOLD 1.00 X 0 0 0 CHRIS NEVILLE 1.00 X 0 0 0 BONNIE PALEVICH 1.00 X 0 0 0 GEORGE REYNOLDS 1.00 X 0 0 0 MADELEINE VALDMAN 1.00 X 0 0 0 MARGARET WAGNER 1.00 X 0 0 0 TONY WILLIAMS 1.00 X 0 0 0 DAVID WRIGHT 1.00 X 0 0 0 KIRK WHEELER 40.00 X 348000 0 43782 DAVID SELBY 40.00 X 119105 0 18153 KENN SANDELL 36.00 X 99911 0 16233 TERI LAWRENCE 40.00 X 117934 0 17161 684950 0 95329 3 0 1 0 0 92168 304861 1121528 730036 1518557 TUITION & FEES 900099 4610836 4610836 4610836 1092551 1092551 15974363 15659891 314472 314472 314472 432997 304861 507359 -74362 -74362 Flex Plan Forfeitures 900099 9792 9792 TENANT IMPROVEMENTS 900099 6572 6572 MISCELLANEOUS 900099 175 175 16539 7478593 4610836 0 1349200 374979 374979 604514 392218 171882 40414 2255683 1882414 246212 127057 204192 175259 24627 4306 269350 192354 57392 19604 207474 143359 55021 9094 43999 2667 40976 356 10796 10796 67088 67088 126427 5919 120508 135094 12258 121202 1634 222643 178115 42302 2226 249921 217431 24992 7498 1293371 1099365 181072 12934 911350 729080 173157 9113 64290 54646 9001 643 EDUCATIONAL SUPPLIES 159999 159999 AUXILIARY PROGRAMS 44710 44710 ADMISSIONS 39857 39857 PROGRAM EVENTS 24502 24502 CAPITAL CAMPAIGN 16137 16137 7326376 5683356 1260700 382320 1655753 6645173 12551128 5434411 4913922 1491590 2870 27637 60000 50000 44516 128093 28267789 1786668 27348991 26481121 12145487 19776558 528228 508724 116667 58333 59367562 60601640 433635 442875 1975642 2446374 31390000 30820000 1288017 1467286 35087294 35176535 X 16272593 20550573 5119083 1985940 2888592 2888592 24280268 25425105 59367562 60601640 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2700756 460974 164136 2997594 3442265 -565603 42664 88910 44330 2700756 1.00000 0 0 27243349 1248029 25995320 319464 265713 53751 704976 272926 432050 26481121 INTEREST RATE SWAP 1467286 1467286 7478593 7326376 152217 1171889 -179269 992620 1144837 8195016 1171889 -554248 617641 7577375 -98782 -98782 7478593 7050179 98782 98782 6951397 374979 374979 7326376 Part V, Line 4: Description of Intended Use of Endowment Funds: 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 8 - Other Adjustments: UNREALIZED LOSS ON INTEREST RATE SWAP: -179269. Part XII, Line 2d - Other Adjustments: FINANCIAL AID EXPENSE: -374979. LOSS ON INTEREST RATE SWAP: -179269. Part XII, Line 4b - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: -98782. Part XIII, Line 2d - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: 98782. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID EXPENSE: 374979. 1 1 1 JOINTLY PUBLICIZED BY ANNUAL PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS ADVERTISEMENTS IN VARIOUS LOCAL NEWSPAPERS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 AUCTION 737858 304861 432997 38775 48007 420577 737858 304861 432997 38775 48007 420577 507359 -74362 1 FINANCIAL AID ASSISTANCE 38 374979 FMV REDUCTION IN STUDENT TUITION Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 0 0 0 0 0 0 0 0 0 KIRK WHEELER 320000 0 0 0 28000 0 32500 0 11282 0 391782 0 0 0 WA STATE HOUSING FINANCE COMMISSION 911874730 93978leq5 2007-07-01 15695000 CONSTRUCTION 0 0 WA STATE HOUSING FINANCE COMMISSION 911874730 93978LER3 2007-07-01 15695000 CONSTRUCTION 0 0 15695000 282805 15127195 2008 0 0 1 1 15695000 282805 15127195 2008 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 1 1 1 BANK OF AMERICA 0 0 0 1 1 1 BANK OF AMERICA 0 0 0 KIRK WHEELER HOUSING X 100000 50000 0 1 1 50000 X 10 205105 FMV X SOFTWARE 3 109947 Cost X SUPPLIES 1 6407 Cost 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. Third Party Use: Part I, Line 32b: A stockbroker processes and sells contributed stock upon receipt from the donor. Form 990, Part VI, Section A, line 4 THE BYLAWS WERE UPDATED TO REQUIRE A MINIMUM OF 15 VOTING MEMBERS ON THE BOARD AT ALL TIMES. 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 RETURN BEFORE IT IS FINALLY FILED WITH THE IRS. 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 JUNE 2010 BY THE BOARD PER THE COMPENSATION CONTRACT. A CONTRACT REVIEW, WHICH INCLUDED AN INDEPENDENT COMPENSATION STUDY FROM AN INDEPENDENT COMPENSATION CONSULTANT THAT INCLUDED BENCHMARKS AND COMPARATIVE SALARY INFORMATION, WAS PERFORMED IN FISCAL YEAR JUNE 30, 2009. THE LEVEL OF COMPENSATION WITHIN THE CONTRACT WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND WAS BASED ON RESULTS OF THE COMPENSATION STUDIES AND RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT AT THAT TIME. THE DIRECTOR OF FINANCE'S COMPENSATION IS SET USING INDUSTRY AVERAGES. 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 I, LINE 6 THERE WERE APPROXIMATELY 185 PARENT VOLUNTEERS WHO HELPED THE SCHOOL OVER THE COURSE OF THE YEAR IN VARIOUS CAPACITIES. THERE WERE 18 VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS.