2020-04-15T15:49:34-05:00 2019-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2018-07-01 910840110 ST THOMAS SCHOOL STTH 4254545880 8300 NE 12TH STREET MEDINA WA 98039 KIRK WHEELER HEAD OF SCHOOL 4254545880 2020-04-02 1 SARA ELIZABETH J HYRE P00235495 4254544919 2020-04-02 65.158.230.202 2020-04-02 09:22:44 PD P 9CA007D6FA4ECCBF5600246BD0FD47D8656BF948 C070BA3AF7F6D7D87E83B9D9DF9412DF7C2C6F3F 2018 2021-01-29 14:40:06Z KIRK WHEELER 8300 NE 12TH STREET MEDINA WA 98039 23574801 0 X WWW.STTHOMASSCHOOL.ORG X 1951 WA TO DEVELOP RESPONSIBLE CITIZENS OF A GLOBAL SOCIETY. 19 19 106 219 0 0 5374980 5621159 9181984 9937481 1569123 1628477 -99291 -84126 16026796 17102991 868920 781277 0 0 6089054 6459268 0 0 584652 4285310 4595444 11243284 11835989 4783512 5267002 58658890 64476691 18592665 19375503 40066225 45101188 X 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 9028257 781277 9915023 PRIVATE SCHOOL EDUCATION FOR PRESCHOOL THROUGH 8TH GRADE. APPROXIMATELY 347 STUDENTS ARE EDUCATED BY ABOUT 100 EMPLOYEES. 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. 2194 22458 ANNUAL SUMMER CAMP FAIR HOSTED BY ST. THOMAS SCHOOL. THE EVENT ACCOMMODATES 100 SUMMER CAMP ORGANIZATIONS AND IS FACILITATED TO GIVE PARENTS AND THE COMMUNITY AN OPPORTUNITY TO LEARN ABOUT THE SUMMER CAMPS AVAILABLE FOR THEIR CHILDREN TO ATTEND. THERE WERE 1,200+ ATTENDEES IN 2019. 9030451 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 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 106 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X KIRK WHEELER 4254545880 8300 NE 12TH STREET MEDINA WA 98039 GLYN NORDSTROM BOARD PRESIDENT & TRUSTEE 5.00 X X 0 0 0 MEGAN SMITH BOARD VICE PRESIDENT & TRUSTEE 3.00 X X 0 0 0 NICOLETTE SHARP BOARD TREASURER & TRUSTEE 3.00 X X 0 0 0 JOHN SHERWOOD BOARD SECRETARY & TRUSTEE 3.00 X X 0 0 0 LESLIE PERSON PA REP & TRUSTEE 3.00 X 0 0 0 FRED BARKMAN VESTRY REP & TRUSTEE 3.00 X 0 0 0 REV ALEXANDER BRECKINRIDGE EX-OFFICIO / TRUSTEE 3.00 X 0 0 0 THOMAS CUSICK TRUSTEE 1.00 X 0 0 0 JAYASRI GHOSH TRUSTEE 1.00 X 0 0 0 THOM GRUHLER TRUSTEE 1.00 X 0 0 0 JEFF HAIGHT TRUSTEE 1.00 X 0 0 0 REBECCA ANDREW TRUSTEE 1.00 X 0 0 0 KEVIN HUGHES TRUSTEE 1.00 X 0 0 0 AMY LORIMER TRUSTEE 1.00 X 0 0 0 CAMPBELL MATHEWSON TRUSTEE 1.00 X 0 0 0 CATHERINE NIELSEN TRUSTEE 1.00 X 0 0 0 SARAH REED TRUSTEE 1.00 X 0 0 0 DAVID ALHADEFF TRUSTEE 1.00 X 0 0 0 MADELEINE VALDMAN TRUSTEE 1.00 X 0 0 0 KIRK WHEELER HEAD OF SCHOOL 40.00 X 423538 0 65814 LEILA THOMAS DIRECTOR OF DEVELOPMENT 40.00 X 158878 0 24566 ALEX COLLEDGE DIRECTOR OF MIDDLE SCHOOL 40.00 X 126926 0 21213 NANCY MYLES DIRECTOR OF EARLY LEARNING CENTER 40.00 X 119852 0 20484 KIMBERLY MECHAM DIRECTOR OF CLI 40.00 X 121489 0 20636 JULIE LARSON DIRECTOR OF ELEMENTARY CENTER 40.00 X 102825 0 18694 1053508 0 171407 6 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 574145 BASSETTI ARCHITECTS 71 COLUMBIA STREET SUITE 500 SEATTLE WA 98104 ARCHITECTURAL SERVICES 293547 CFO SELECTIONS LLC 310 120TH AVENUE NE - SUITE 101 BELLEVUE WA 98005 OUTSOURCE CFO 190575 3 557039 5064120 1153861 5621159 TUITION & FEES 611110 9212473 9212473 DINING PROGRAM 900099 442803 442803 SUMMER CAMP 900099 255717 255717 CAMP FAIR 900099 22458 22458 SEMINAR FEES 900099 4030 4030 9937481 1083274 1083274 6746250 6201047 545203 545203 545203 156313 557039 270763 -114450 -114450 CONVENIENCE FEE INCOME 900099 24851 24851 CHILDCARE 900099 2550 2550 TECHNOLOGY FEE 900099 1800 1800 1123 1123 30324 17102991 9937481 0 1544351 781277 781277 381280 133448 247832 4717441 3701881 645555 370005 436936 343210 58502 35224 527033 437976 64413 24644 396578 307377 61542 27659 231234 231234 31612 31612 52879 52879 94575 80389 13240 946 14407 14407 155418 149365 6053 263546 9708 252777 1061 342363 273890 65049 3424 448127 389870 44813 13444 468240 398004 65554 4682 917674 734139 174358 9177 136384 115926 19094 1364 EDUCATIONAL SUPPLIES 1015869 1015869 AUXILIARY PROGRAMS 271049 268855 2194 ADVANCE & DEVELOPMENT 74722 38 4316 70368 LEADERSHIP & INNOVATION 38751 38751 38594 38594 11835989 9030451 2220886 584652 4121030 1713362 4379347 895694 1352318 2393012 18300 16123 244690 350106 34359530 9114173 21858542 25245357 26684663 33863037 58658890 64476691 983755 1426985 4840847 5559343 12758063 12274337 10000 5000 0 109838 18592665 19375503 X 33812240 38146350 3281893 3975246 2972092 2979592 40066225 45101188 58658890 64476691 X 5267002 -204509 -27530 X 0 1 X 1 0 X 1980048 2090991 1936897 5374980 5621159 17004075 1980048 2090991 1936897 5374980 5621159 17004075 6500559 10503516 860483 660144 619708 727004 1083274 3950613 13469 18150 27737 28846 30324 118526 21073214 40928232 0.49840 0.42390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHILDCARE INCOME - 2014 AMOUNT: $ 300. 2015 AMOUNT: $ 875. 2016 AMOUNT: $ 1,900. 2017 AMOUNT: $ 3,920. 2018 AMOUNT: $ 2,550. MISCELLANEOUS - 2014 AMOUNT: $ 2,494. 2015 AMOUNT: $ 1,257. 2016 AMOUNT: $ 3,050. 2018 AMOUNT: $ 1,123. CONVENIENCE FEE - 2014 AMOUNT: $ 10,675. 2015 AMOUNT: $ 13,718. 2016 AMOUNT: $ 21,187. 2017 AMOUNT: $ 22,726. 2018 AMOUNT: $ 24,851. TECHNOLOGY FEE - 2015 AMOUNT: $ 2,300. 2016 AMOUNT: $ 1,600. 2017 AMOUNT: $ 2,200. 2018 AMOUNT: $ 1,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3983731 7500 184842 193660 3982413 3932819 5000 250995 205083 3983731 3703010 5000 432283 49316 158158 3932819 3801898 13500 119669 55357 176700 3703010 4042584 10000 -23508 44723 182455 3801898 0.00000 0.74820 0.25180 0 0 2764628 2764628 28210181 7731350 20478831 535519 496946 38573 2849202 885877 1963325 25245357 LONG TERM EASEMENT COMMITMENT 109838 109838 16168290 -204509 2260 -875852 -1078101 17246391 -143400 -143400 17102991 11133327 2260 170930 173190 10960137 94575 781277 875852 11835989 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 -781,277. INVESTMENT EXPENSES -94,575. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -143,400. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 143,400. UNCOLLECTIBLE PLEDGES 27,530. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 781,277. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 JOINTLY PUBLICIZED WITH THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS BY ADVERTISEMENTS IN VARIOUS LOCAL NEWSPAPERS. 1 SOUTH AMERICA 0 0 PROGRAM SERVICES 8TH GRADE FIELD TRIP 86961 0 0 0 0 0 0 86961 0 86961 0 0 0 0 0 0 PART I, LINE 2: THERE ARE NO GRANTS MADE OUTSIDE OF THE UNITED STATES. AUCTION 713352 557039 156313 53203 7900 209660 713352 557039 156313 53203 7900 209660 270763 -114450 1 FINANIAL AID IN LIEU OF TUITION 45 781277 FAIR MARKET VALUE SCHOLARSHIP ASSISTANCE/TUITION REDUCTION 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 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. X X X X X 0 1 0 0 0 0 0 1 0 KIRK WHEELER HEAD OF SCHOOL 320671 0 102867 0 0 0 52034 0 13780 0 489352 0 0 0 LEILA THOMAS DIRECTOR OF DEVELOPMENT 158878 0 0 0 0 0 15903 0 8663 0 183444 0 0 0 PART I, LINE 4B KIRK WHEELER PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. CONTRIBUTIONS OF $25,000 WERE MADE DURING 2018. PART I, LINE 7 DR. KIRK WHEELER RECEIVED A $102,867 BONUS IN JUNE 2018. THIS BONUS AND ALL THOSE RECEIVED WHILE DR. WHEELER IS UNDER CONTRACT ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. NA N/A 32843 FINANCIAL AID X 5 1014834 FAIR MARKET VALUE X 214 11664 FAIR MARKET VALUE X AUCTION ITEMS 196 127363 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): PUBLICLY TRADED SECURITIES ARE BASED ON THE NUMBER OF CONTRIBUTORS. THE NUMBER OF AUCTION ITEMS AND FOOD INVENTORY ARE BASED ON THE NUMBER OF ITEMS DONATED. FORM 990, PART I, LINE 6: THERE WERE APPROXIMATELY 200 PARENT VOLUNTEERS WHO HELPED THE SCHOOL DURING THE YEAR IN VARIOUS CAPACITIES. THERE WERE 19 VOLUNTEER MEMBERS OF THE BOARD OF TRUSTEES. 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 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 2019 BY THE EXECUTIVE COMMITTEE OF THE BOARD. THIS FOLLOWED A FULL COMPENSATION REVIEW IN MAY 2015 THAT WAS DONE BY AN INDEPENDENT COMPENSATION CONSULTANT THAT INCLUDED AN INDEPENDENT COMPENSATION STUDY, BENCHMARKS, AND COMPARATIVE SALARY INFORMATION. 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. 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 XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -27,530.