ST THOMAS SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST THOMAS SCHOOL (EIN 91-0840110)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-14
- IRS object ID
- 202330739349301318
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-14T14:42:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910840110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST THOMAS SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STTH | BusinessNameControlTxt |
| Phone | 4254545880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 NE 12TH STREET | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK WHEELER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 4254545880 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIRK | PersonFirstNm |
| Person Last | WHEELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH H JONES | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIRK WHEELER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 NE 12TH STREET | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,398,699 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STTHOMASSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 222 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,299,093 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,050,148 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,536,294 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,421,007 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,226,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,424,183 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,022 | PYOtherRevenueAmt |
| CY Other Revenue | -$11,848 | CYOtherRevenueAmt |
| PY Total Revenue | $17,059,426 | PYTotalRevenueAmt |
| CY Total Revenue | $15,883,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $805,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $639,529 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,826,283 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,278,133 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $874,607 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,158,800 | PYOtherExpensesAmt |
| CY Other Expenses | $5,857,845 | CYOtherExpensesAmt |
| PY Total Expenses | $12,790,941 | PYTotalExpensesAmt |
| CY Total Expenses | $14,775,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,268,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,107,983 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,420,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,286,782 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,636,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,397,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,784,133 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,889,674 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $11,393,824 | ExpenseAmt |
| Grant | $639,529 | GrantAmt |
| Revenue | $12,421,007 | RevenueAmt |
| Desc | PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 360 STUDENTS ARE EDUCATED BY 92 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. CLASSES RESUMED IN PERSON SEPTEMBER 2021. | Desc |
| Total Program Service Expenses | $11,393,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK WHEELER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4254545880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 NE 12TH STREET | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN SHERWOOD | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEGAN SMITH | ||||||||
| VICE-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICOLETTE SHARP | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REBECCA ANDREW | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLIFF AVRIL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED BARKMAN JR | ||||||||
| EX-OFFICIO TRUSTEE, VESTRY REP | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV ALEXANDER BRECKINRIDGE | ||||||||
| EX-OFFICIO TRUSTEE, CHURCH RECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BRZANA | ||||||||
| EX-OFFICIO TRUSTEE, PA PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH GRUENE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYASRI GHOSH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZIV HAPARNAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA HALZAPFEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN KANEKO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRISH KING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINA KWAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMPBELL MATHEWSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE NIELSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLYN NORDSTROM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TREVOR PARRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH REED | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRK WHEELER | ||||||||
| EX-OFFICIO TRUSTEE, HEAD OF SCHOOL | 40.00 | Yes (X) | $371,671 | $0 | $38,271 | |||
| LEILA THOMAS | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $179,485 | $0 | $27,711 | Yes (X) | |||
| ALEX COLLEDGE | ||||||||
| DIRECTOR OF MIDDLE SCHOOL | 40.00 | $141,736 | $0 | $23,839 | Yes (X) | |||
| NANCY MYLES | ||||||||
| DIRECTOR OF EARLY LEARNING | 40.00 | $139,907 | $0 | $23,648 | Yes (X) | |||
| KIMBERLY MECHAM | ||||||||
| DIRECTOR OF CLI | 40.00 | $136,879 | $0 | $23,336 | Yes (X) | |||
| RACHEL DONNELLEY SMITH | ||||||||
| DIRECTOR OF ELEMENTARY CEN | 40.00 | $127,276 | $0 | $22,334 | Yes (X) | |||
| ANNE KEARNEY | ||||||||
| FIRST GRADE TEACHER | 40.00 | $114,484 | $0 | $20,981 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,211,438 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,120 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELLEN CONSTRUCTION CO INC | |||||
| 227 WESTLAKE AVE N PO BOX 9970 | SEATTLE | WA | 98109 | CONSTRUCTION SERVICES | $6,010,548 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD SUITE 100 | LUTHERVILLE | MD | 21093 | DINING SERVICES | $663,016 |
| BASSETTI ARCHITECTS INC | |||||
| 3800 WOODLAND PARK AVE N SUITE 200 | SEATTLE | WA | 98103 | ARCHITECTURAL SERVICES | $229,528 |
| SENECA GROUP INC | |||||
| 1191 SECOND AVENUE SUITE 1500 | SEATTLE | WA | 98101 | PROJECT MANAGEMENT SERVICES | $220,237 |
| CFO SELECTIONS LLC | |||||
| 3150 RICHARDS RD SUITE 150 | BELLEVUE | WA | 98005 | OUTSOURCE CFO | $204,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $662,392 | FundraisingAmt |
| All Other Contributions | $1,387,756 | AllOtherContributionsAmt |
| Noncash Contributions | $155,022 | NoncashContributionsAmt |
| Total Contributions | $2,050,148 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $12,229,254 | $12,229,254 |
| SUMMER CAMP | 900099 | $191,753 | $191,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,421,007 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,073,011 | TotalRevenueColumnAmt |
| Exclusion | $1,073,011 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,460 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,460 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,460 | TotalRevenueColumnAmt |
| Exclusion | $8,460 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,635,185 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,284,013 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $351,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,172 | TotalRevenueColumnAmt |
| Exclusion | $351,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $164,518 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $662,392 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $231,196 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$66,678 | TotalRevenueColumnAmt |
| Exclusion | -$66,678 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONVENIENCE FEE INCOME | 900099 | $32,146 | $32,146 |
| TECHNOLOGY FEE | 900099 | $10,700 | $10,700 |
| CHILDCARE | 900099 | $2,250 | $2,250 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,274 | TotalRevenueColumnAmt |
| Exclusion | $1,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,370 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,883,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,421,007 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,412,335 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,529 | TotalAmt |
| Program Services | $639,529 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,718 | TotalAmt |
| Program Services | $364,626 | ProgramServicesAmt |
| Management And General | $81,561 | ManagementAndGeneralAmt |
| Fundraising | $261,531 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,815,148 | TotalAmt |
| Program Services | $4,756,373 | ProgramServicesAmt |
| Management And General | $814,989 | ManagementAndGeneralAmt |
| Fundraising | $243,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,167 | TotalAmt |
| Program Services | $489,213 | ProgramServicesAmt |
| Management And General | $63,052 | ManagementAndGeneralAmt |
| Fundraising | $25,902 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,493 | TotalAmt |
| Program Services | $567,376 | ProgramServicesAmt |
| Management And General | $74,511 | ManagementAndGeneralAmt |
| Fundraising | $21,606 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,607 | TotalAmt |
| Program Services | $414,122 | ProgramServicesAmt |
| Management And General | $62,727 | ManagementAndGeneralAmt |
| Fundraising | $36,758 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,363 | TotalAmt |
| Management And General | $271,363 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,292 | TotalAmt |
| Management And General | $7,292 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,420 | TotalAmt |
| Management And General | $78,420 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,898 | TotalAmt |
| Program Services | $73,013 | ProgramServicesAmt |
| Management And General | $12,026 | ManagementAndGeneralAmt |
| Fundraising | $859 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782 | TotalAmt |
| Program Services | $1,782 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,204 | TotalAmt |
| Program Services | $1,615 | ProgramServicesAmt |
| Management And General | $151,402 | ManagementAndGeneralAmt |
| Fundraising | $1,187 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,485 | TotalAmt |
| Program Services | $10,831 | ProgramServicesAmt |
| Management And General | $371,478 | ManagementAndGeneralAmt |
| Fundraising | $1,176 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,199 | TotalAmt |
| Program Services | $355,361 | ProgramServicesAmt |
| Management And General | $84,396 | ManagementAndGeneralAmt |
| Fundraising | $4,442 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,716 | TotalAmt |
| Program Services | $538,283 | ProgramServicesAmt |
| Management And General | $61,872 | ManagementAndGeneralAmt |
| Fundraising | $18,561 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,887 | TotalAmt |
| Program Services | $281,254 | ProgramServicesAmt |
| Management And General | $46,324 | ManagementAndGeneralAmt |
| Fundraising | $3,309 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,826 | TotalAmt |
| Program Services | $1,258,261 | ProgramServicesAmt |
| Management And General | $298,837 | ManagementAndGeneralAmt |
| Fundraising | $15,728 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,616 | TotalAmt |
| Program Services | $162,874 | ProgramServicesAmt |
| Management And General | $26,826 | ManagementAndGeneralAmt |
| Fundraising | $1,916 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EDUCATIONAL SUPPLIES | $1,204,101 | $1,204,101 | |
| ADVANCEMENT & DEVO. | $235,561 | $4,612 | $230,949 |
| AUXILIARY PROGRAMS | $223,923 | $223,923 | |
| PROGRAM EVENTS (PA) | $38,886 | $31,989 | $6,897 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,686 | TotalAmt |
| Program Services | $14,686 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,775,507 | TotalAmt |
| Program Services | $11,393,824 | ProgramServicesAmt |
| Management And General | $2,507,076 | ManagementAndGeneralAmt |
| Fundraising | $874,607 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,132,389 | BOYAmt |
| EOY | $7,556,472 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,390 | BOYAmt |
| EOY | $360,301 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025,134 | BOYAmt |
| EOY | $1,363,009 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,957 | BOYAmt |
| EOY | $73,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,044 | BOYAmt |
| EOY | $712,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,192,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,492,359 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,086,880 | BOYAmt |
| EOY | $49,699,710 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,475,341 | BOYAmt |
| EOY | $19,521,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,420,135 | BOYAmt |
| EOY | $79,286,782 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,219 | BOYAmt |
| EOY | $1,202,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,616,107 | BOYAmt |
| EOY | $7,091,262 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,283,518 | BOYAmt |
| EOY | $15,223,124 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,717,343 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,158 | BOYAmt |
| EOY | $162,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,636,002 | BOYAmt |
| EOY | $25,397,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,743,886 | BOYAmt |
| EOY | $48,475,498 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,040,247 | BOYAmt |
| EOY | $5,414,176 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,784,133 | BOYAmt |
| EOY | $53,889,674 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,420,135 | BOYAmt |
| EOY | $79,286,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,107,983 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,002,442 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,374,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,621,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,652,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,299,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,148 | CurrentTaxYearAmt |
| Total | $21,997,670 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,374,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,621,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,652,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,299,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,148 | CurrentTaxYearAmt |
| Total | $21,997,670 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,416,993 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,580,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $727,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,083,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $857,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,471 | CurrentTaxYearAmt |
| Total | $4,226,240 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,370 | CurrentTaxYearAmt |
| Total | $195,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,419,817 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,166,967 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CHILDCARE INCOME - 2017 AMOUNT: $ 3,920. 2018 AMOUNT: $ 2,550. 2019 AMOUNT: $ 1,575. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 2,250. MISCELLANEOUS - 2018 AMOUNT: $ 1,123. 2019 AMOUNT: $ 3,263. 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 1,274. CONVENIENCE FEE - 2017 AMOUNT: $ 22,726. 2018 AMOUNT: $ 24,851. 2019 AMOUNT: $ 32,026. 2020 AMOUNT: $ 27,082. 2021 AMOUNT: $ 32,146. TECHNOLOGY FEE - 2017 AMOUNT: $ 2,202. 2018 AMOUNT: $ 1,800. 2019 AMOUNT: $ 10,100. 2020 AMOUNT: $ 15,900. 2021 AMOUNT: $ 10,700. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,577,259 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$631,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,843 | GrantsOrScholarshipsAmt |
| Other Expenditures | $156,925 | OtherExpendituresAmt |
| End Year Balance | $3,746,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,889,104 | BeginningYearBalanceAmt |
| Contributions | $14,500 | ContributionsAmt |
| Investment Earnings Or Losses | $871,367 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,647 | GrantsOrScholarshipsAmt |
| Other Expenditures | $151,065 | OtherExpendituresAmt |
| End Year Balance | $4,577,259 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,982,413 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $98,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,902 | GrantsOrScholarshipsAmt |
| Other Expenditures | $151,414 | OtherExpendituresAmt |
| End Year Balance | $3,889,104 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,983,731 | BeginningYearBalanceAmt |
| Contributions | $7,500 | ContributionsAmt |
| Investment Earnings Or Losses | $184,842 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $193,660 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,982,413 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,932,819 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $250,995 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,083 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,983,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,817,350 | OtherCostOrOtherBasisAmt |
| Book Value | $2,817,350 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,272,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,889,387 | DepreciationAmt |
| Book Value | $46,383,509 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,062,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,602,972 | DepreciationAmt |
| Book Value | $459,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,611 | OtherCostOrOtherBasisAmt |
| Book Value | $39,611 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,699,710 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG TERM EASEMENT OBLIGATION | Desc |
| Amt | $162,560 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $162,560 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,254,031 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,002,442 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$725,427 | OtherRevenueAmt |
| Revenue Not Reported | -$4,727,869 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,981,900 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$98,410 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$98,410 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,883,490 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,148,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $98,410 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $98,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,050,080 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $85,898 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $639,529 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $725,427 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,775,507 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 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 2D - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE REPORTED ON PART IX -639,529. INVESTMENT EXPENSES REPORTED ON PART IX -85,898. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII -98,410. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII 98,410. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE REPORTED ON PART IX 639,529. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | JOINTLY PUBLICIZED WITH THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS BY ADVERTISEMENTS IN VARIOUS LOCAL NEWSPAPERS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $826,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $662,392 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $164,518 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,420 | NonCashPrizesEvent1Amt |
| Entertainment Event1 | $16,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $211,976 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $826,910 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $662,392 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $164,518 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,420 | NonCashPrizesTotalEventsAmt |
| Entertainment Total Events | $16,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $211,976 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $231,196 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$66,678 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANIAL AID IN LIEU OF TUITION | GrantTypeTxt |
| Recipient | 29 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $639,529 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIP ASSISTANCE/TUITION REDUCTION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID RECORDS ARE MAINTAINED WITH THE FINANCIAL AID OFFICER. THE SELECTION CRITERIA IS AS FOLLOWS: THE INTERESTED FAMILY REQUESTS FINANCIAL AID PAPERWORK FROM 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 PROFILE AND SUBMITS ITS RECOMMENDATION BACK TO ST. THOMAS SCHOOL, WHICH REVIEWS THE APPLICATIONS AND MAKES ITS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIRK WHEELER | ||||||||||||||
| EX-OFFICIO TRUSTEE, HEAD OF SCHOOL | $326,000 | $0 | $45,000 | $0 | $671 | $0 | $28,500 | $0 | $9,771 | $0 | $409,942 | $0 | $0 | $0 |
| LEILA THOMAS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $176,103 | $0 | $2,377 | $0 | $1,005 | $0 | $17,949 | $0 | $9,762 | $0 | $207,196 | $0 | $0 | $0 |
| ALEX COLLEDGE | ||||||||||||||
| DIRECTOR OF MIDDLE SCHOOL | $139,111 | $0 | $2,377 | $0 | $248 | $0 | $14,174 | $0 | $9,665 | $0 | $165,575 | $0 | $0 | $0 |
| NANCY MYLES | ||||||||||||||
| DIRECTOR OF EARLY LEARNING | $136,837 | $0 | $2,377 | $0 | $693 | $0 | $13,991 | $0 | $9,657 | $0 | $163,555 | $0 | $0 | $0 |
| KIMBERLY MECHAM | ||||||||||||||
| DIRECTOR OF CLI | $134,268 | $0 | $2,377 | $0 | $234 | $0 | $13,688 | $0 | $9,648 | $0 | $160,215 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | KIRK WHEELER PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. IN JULY OF 2021, $60,000 OF CONTRIBUTIONS WERE MADE TO THE PLAN. |
| PART I, LINE 7 | KIRK WHEELER RECEIVED A $45,000 BONUS IN JUNE 2022. THIS BONUS AND ALL THOSE RECEIVED WHILE KIRK WHEELER IS UNDER CONTRACT ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE HOUSING FINANCE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911874730 | BondIssuerEIN |
| Bond Issued | 2020-03-31 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | REFINANCE TAXABLE BONDS; FINANCE NEW CONSTRUCTION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $18,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA | PersonNm |
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $12,000 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,871 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 81 | $132,786 | FAIR MARKET VALUE |
| Yes (X) | WINE | 1 | $7,440 | FAIR MARKET VALUE |
| Yes (X) | COSTUMES | 1 | $1,925 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES, WINE, AND COSTUMES ARE BASED ON THE NUMBER OF CONTRIBUTORS. THE NUMBER OF AUCTION ITEMS ARE BASED ON THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THERE WERE APPROXIMATELY 200 PARENT VOLUNTEERS WHO HELPED THE SCHOOL DURING THE YEAR IN VARIOUS CAPACITIES. THERE WERE 22 VOLUNTEER MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART III, LINE 3 | IN FY22, THE ANNUAL CAMP FAIR PROGRAM WAS DISCONTINUED. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL PARENTS AND/OR LEGAL GUARDIANS OF CURRENTLY ENROLLED STUDENTS OF THE SCHOOL ARE MEMBERS OF THE CORPORATION. THERE IS ONLY ONE CLASS OF MEMBERSHIP. NO MEMBERS HAVE VOTING RIGHTS UNLESS REQUIRED BY LAW OR UNLESS THE BOARD SUBMITS A MATTER TO THE MEMBERS FOR APPROVAL OR ADOPTION, IN WHICH CASE ALL MEMBERS HAVE THE SAME VOTING RIGHTS (ONE VOTE FOR EACH CURRENTLY ENROLLED STUDENT WHOSE ACCOUNT IS IN GOOD STANDING). |
| 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 REVIEWS THE FORM 990 FIRST. THEN THE FINANCE COMMITTEE MAKES RECOMMENDATIONS TO THE WHOLE BOARD 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF ST. THOMAS SCHOOL'S HEAD OF SCHOOL 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. THE BOARD APPROVED THE NEW CONTRACT AT THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |