2026-05-05T11:49:59-05:00 2025-06-30 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12TH STREET MEDINA WA 98039 PETER LUTKOSKI HEAD OF SCHOOL 4254545880 2026-04-29 1 0 SARA ELIZABETH H JONES P00235495 4254544919 2026-04-29 2024 2025-03-06 01:10:19Z PETER LUTKOSKI 8300 NE 12TH STREET MEDINA WA 98039 19006311 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. 18 18 144 250 0 0 1576634 2016122 14772551 15743691 666562 1083684 -38705 -95923 16977042 18747574 725717 863298 0 0 9513647 9886898 0 0 627800 6482310 6604419 16721674 17354615 255368 1392959 88204067 90424692 30860445 30162156 57343622 60262536 X 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 13604176 863298 15743691 PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 360 STUDENTS ARE EDUCATED BY NEARLY 90 FACULTY AND STAFF. IN PARTNERSHIP WITH PARENTS, ST. THOMAS INSPIRES AND MOTIVATES INTELLECTUALLY CURIOUS STUDENTS. THE 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. 13604176 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 144 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X PATRICK MCAULIFFE 4254545880 8300 NE 12TH STREET MEDINA WA 98039 REBECCA ANDREW PREDISENT 5.00 X X 0 0 0 SARAH REED VICE PRESIDENT 5.00 X X 0 0 0 JOHN SHERWOOD TREASURER 3.00 X X 0 0 0 GINA KWAN SECRETARY 3.00 X X 0 0 0 RICH ASIODCHE TRUSTEE 2.00 X 0 0 0 MOTHER LIZ COSTELLO TRUSTEE 2.00 X 0 0 0 FRED BARKMAN JR TRUSTEE 2.00 X 0 0 0 ANJALI BHAGAT TRUSTEE 2.00 X 0 0 0 JAYASRI GHOSH TRUSTEE 2.00 X 0 0 0 ELIZABETH GRUENE TRUSTEE 2.00 X 0 0 0 ZIV HAPARNAS TRUSTEE 2.00 X 0 0 0 JIAYUAN HUANG TRUSTEE 2.00 X 0 0 0 ERIN KANEKO TRUSTEE 2.00 X 0 0 0 TRISH KING TRUSTEE 2.00 X 0 0 0 KRISTEN MCSHERRY TRUSTEE 2.00 X 0 0 0 RANDY REEVES TRUSTEE 2.00 X 0 0 0 HAIYONG WANG TRUSTEE 2.00 X 0 0 0 ANNA ZAMOORA-KAPOOR TRUSTEE 2.00 X 0 0 0 KIRK WHEELER HEAD OF SCHOOL/EX-OFFICIO TRUSTEE 40.00 X 402081 0 93291 PATRICK MCAULIFFE DIRECTOR OF FINANCE & OPERATIONS 40.00 X 194416 0 30702 CATHERINE BLUNDELL DIRECTOR OF DEVELOPMENT 40.00 X 185042 0 28795 JACKI SULLIVAN FACULTY 40.00 X 158370 0 26483 NANCY MYLES DIRECTOR, EARLY LEARNING CENTER 40.00 X 146052 0 26793 MEG ROOSA DIRECTOR, ELEMENTARY CENTER 40.00 X 144339 0 25080 KAREN MATHEWSON DIRECTOR, MIDDLE SCHOOL 40.00 X 138992 0 13899 1369292 0 245043 22 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 804590 WORLDSTRIDES 701 E WATER STREET CHARLOTTESVILLE VA 22902 STUDENT EXPERIENCES 249420 OETC 471 HIGH STREET SE SALEM OR 97301 STUDENT TECHNOLOGY 102876 3 902669 1113453 117348 2016122 TUITION & FEES 611110 15265452 15265452 SUMMER CAMP 900099 478239 478239 15743691 1083684 1083684 5260 0 5260 5260 5260 110961 902669 258737 -147776 -147776 CONVENIENCE FEE 900099 28770 28770 CHILDCARE 900099 16104 16104 REBATES 900099 1193 1193 526 526 46593 18747574 15743691 0 987761 5118 5118 858180 858180 625322 252807 340356 32159 7168794 5622648 1153937 392209 704835 566227 97684 40924 864465 719231 102947 42287 523482 408349 86964 28169 20289 20289 128465 128465 90561 90561 373961 267216 103417 3328 112111 252 90923 20936 645961 412157 212950 20854 983271 850747 107725 24799 126869 43929 82940 433637 368592 60709 4336 1688747 1350998 320862 16887 STUDENT ACTIVITIES 960229 960229 DINING PROGRAM 776820 776820 DUES 87106 45315 41791 BAD DEBT 52984 45036 7418 530 123408 50325 72701 382 17354615 13604176 3122639 627800 1189477 1007625 9238652 12282075 248201 111628 5942488 5684968 630404 768689 62982236 17175556 47348471 45806680 21471170 22649157 2135204 2113870 88204067 90424692 1551802 1114336 13936466 14790263 13065550 11967522 2306627 2290035 30860445 30162156 X 52628862 54800545 4714760 5461991 57343622 60262536 88204067 90424692 1392959 1525955 0 X 0 1 X 1 0 X 4299093 2050148 1639249 1576634 2016122 11581246 4299093 2050148 1639249 1576634 2016122 11581246 1151156 10430090 476545 1081471 785229 917049 1088944 4349238 43401 46370 56398 79472 46593 272234 16202718 68160773 0.64370 0.67400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHILDCARE INCOME - 2021 AMOUNT: $ 2,250. 2022 AMOUNT: $ 10,124. 2023 AMOUNT: $ 15,616. 2024 AMOUNT: $ 16,104. MISCELLANEOUS - 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 1,274. 2023 AMOUNT: $ 5,343. 2024 AMOUNT: $ 526. CONVENIENCE FEE - 2020 AMOUNT: $ 27,082. 2021 AMOUNT: $ 32,146. 2022 AMOUNT: $ 35,574. 2023 AMOUNT: $ 48,013. 2024 AMOUNT: $ 28,770. TECHNOLOGY FEE - 2020 AMOUNT: $ 15,900. 2021 AMOUNT: $ 10,700. 2022 AMOUNT: $ 10,700. 2023 AMOUNT: $ 10,500. REBATES - 2024 AMOUNT: $ 1,193. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4236909 754370 418415 203424 5206270 3812043 637255 212389 4236909 3746967 3000 265673 203597 3812043 4577259 7000 -631524 48843 156925 3746967 3889104 14500 871367 46647 151065 4577259 0.00845 0.71480 0.27675 0 0 2830955 2830955 57706121 15416336 42289785 2087357 1759220 328137 357803 357803 45806680 LONG TERM EASEMENT OBLIGATION 176165 RIGHT OF USE LIABILITY 2113870 2290035 19520964 1525955 -858180 667775 18853189 90561 -196176 -105615 18747574 16602050 196176 196176 16405874 90561 858180 948741 17354615 PART V, LINE 4: THE SCHOOLS USES THE ENDOWMENT FUNDS, TO ADVANCE ITS MISSION BY PROVIDING STABLE FUNDING FOR FINANCIAL AID, EMPLOYEE COMPENSATION & PROFESSIONAL DEVELOPMENT AND TO AID IN THE FUNDING OF SCHOOL PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX -858,180. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII -196,176. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII 196,176. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE REPORTED ON PART IX 858,180. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS HOMEPAGE AND THROUGH BROADCAST MEDIA AS PART OF A LOCAL SCHOOL ASSOCIATION. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDENT FIELD TRIP 109092 0 0 0 0 0 0 109092 0 109092 0 0 0 0 0 0 PART I, LINE 3: AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. GRATITUDE GALA 1013630 902669 110961 45681 49516 12200 151340 1013630 902669 110961 45681 49516 12200 151340 258737 -147776 1 COMMUNITIES IN SCHOOLS OF WASHINGTON STATE 2445 3RD AVE S SEATTLE WA 98134 581289174 501(C)(3) 0 5118 COST SCHOOL SUPPLIES TO PROVIDE SCHOOL SUPPLIES 1 0 FINANCIAL AID IN LIEU OF TUITION 34 858180 FAIR MARKET VALUE TUITION ASSITANCE PART I, LINE 2: THE DIRECTOR OF ADMISSIONS & FINANCIAL AID PROCESSES APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES FINANCIAL AID AWARDS. APPROVED AWARDS ARE REFLECTED ON ENROLLMENT CONTRACTS WHICH ARE SIGNED BY PARENTS/GUARDIANS. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 KIRK WHEELER HEAD OF SCHOOL/EX-OFFICIO TRUSTEE 366051 0 35000 0 1030 0 83000 0 10291 0 495372 0 0 0 PATRICK MCAULIFFE DIRECTOR OF FINANCE & OPERATIONS 192760 0 1500 0 156 0 20411 0 10291 0 225118 0 0 0 CATHERINE BLUNDELL DIRECTOR OF DEVELOPMENT 182516 0 1500 0 1026 0 18504 0 10291 0 213837 0 0 0 JACKI SULLIVAN FACULTY 157859 0 0 0 511 0 16192 0 10291 0 184853 0 0 0 NANCY MYLES DIRECTOR, EARLY LEARNING CENTER 142837 0 1500 0 1715 0 16502 0 10291 0 172845 0 0 0 MEG ROOSA DIRECTOR, ELEMENTARY CENTER 142078 0 1500 0 761 0 14789 0 10291 0 169419 0 0 0 KAREN MATHEWSON DIRECTOR, MIDDLE SCHOOL 137389 0 1500 0 103 0 13899 0 0 0 152891 0 0 0 PART I, LINE 1A HEAD OF SCHOOL HAS A DISCRETIONARY SPENDING ACCOUNT FOR SCHOOL RELATED EXPENSES SUCH AS PROFESSIONAL DEVELOPMENT, STAFF APPRECIATION, ETC. PART I, LINE 4B KIRK WHEELER PARTICIPATES IN A DEFERRED COMPENSATION PLAN THAT COMPLIES WITH THE PROVISIONS OF IRS SECTION 457(F). FOR THE 2024 CALENDAR YEAR, $50,000 OF DEFERRED COMPENSATION WAS ACCRUED. PART I, LINE 7 KIRK WHEELER RECEIVED A $35,000 BONUS IN CALENDAR YEAR 2024. THIS BONUS AND ALL THOSE RECEIVED WHILE KIRK WHEELER IS UNDER CONTRACT ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. A WASHINGTON STATE HOUSING FINANCE COMMISSION 911874730 2020-03-31 18000000 REFINANCE TAXABLE BONDS; FINANCE NEW CONSTRUCTION 0 0 0 A 5726835 18000000 18000000 2020 0 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 1 A 0 NA N/A 77300 FINANCIAL AID IN LIEU OF TUITION FOR CHILDREN OF INTERESTED PERSON FINANCIAL AID X 6 42307 FAIR MARKET VALUE X AUCTION ITEMS 96 62561 FAIR MARKET VALUE X WINE 2 12480 FAIR MARKET VALUE 2 0 1 0 SCHEDULE M, PART I, COLUMN (B) PUBLICLY TRADED SECURITIES, WINE, AND AUCTION ITEMS ARE BASED ON THE NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 6: AT ST. THOMAS SCHOOL VOLUNTEERS WORK TOGETHER WITH THE SCHOOL FOR THE BENEFIT OF STUDENTS. THIS PARTNERSHIP IS CENTRAL TO AN INDEPENDENT SCHOOL EDUCATION AND IS AN HONORED TRADITION AT STS. VOLUNTEERS PARTICIPATE IN A VARIETY OF WAYS: SERVING AS A ROOM PARENT OR A FIELD TRIP CHAPERONE, PROVIDING CREATIVE SUPPORT FOR SPECIAL EVENTS, ATTENDING PARENT MEETINGS, OR CONTRIBUTING A UNIQUE PERSPECTIVE AS A COMMITTEE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ST. THOMAS CHURCH HAS THE POWER TO APPOINT ITS RECTOR AND A REPRESENTATIVE FROM ITS VESTRY TO THE ST. THOMAS SCHOOL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE FIRST REVIEWS THE FORM 990 (PUBLIC DISCLOSURE VERSION). THEN THE FINANCE COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD OF TRUSTEES AS THEY REVIEW THE PUBLIC DISCLOSURE VERSION OF THE RETURN (ONLY SCHEDULE B DONOR INFORMATION REMOVED) BEFORE IT IS FINALLY FILED WITH THE IRS. THIS PROCESS ENSURES DONOR CONFIDENTIALITY PROTECTION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS ALL BOARD MEMBERS AND OFFICERS 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. THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH EMPLOYEES ARE REQUIRED TO REVIEW AND ACKNOWLEDGE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ST. THOMAS SCHOOL'S HEAD OF SCHOOL (SERVING DURING FY25) WAS LAST REVIEWED IN MAY OF 2021 BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS DETERMINED BY THE BOARD AND IS BASED UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OF THE BOARD WHICH, IN TURN, TAKES INTO CONSIDERATION THE RESULTS OF THE COMPENSATION STUDIES, RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT, AND ATTAINMENT OF STRATEGIC GOALS. AS A PART OF THAT PROCESS, THE EXECUTIVE COMMITTEE REVIEWED HIS CONTRIBUTIONS TO THE SCHOOL, THE MARKETPLACE, AND THE STRATEGIC NEEDS OF THE SCHOOL. IN THE SPRING OF 2023 THE SCHOOL USED THE SAME PROCESS TO ENTER INTO A HEAD OF SCHOOL CONTRACT BEGINNING JULY 2025 WITH A NEW HEAD OF SCHOOL. THE BOARD APPROVED THIS NEW CONTRACT. THE DIRECTOR OF FINANCE & OPERATION'S COMPENSATION IS ESTABLISHED THROUGH BENCHMARKING DATA COLLECTED FROM INDEPENDENT SOURCES. THIS PROCESS WAS COMPLETED IN THE SPRING OF 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.