2016-02-15T00:00:00-06:00 2015-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2014-07-01 910673111 CHARLES WRIGHT ACADEMY CHAR 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 UNHI PAK DIRECTOR OF FINANCE & OPS 2536208300 2016-02-12 1 SARA ELIZABETH J HYRE P00235495 4254544919 2016-02-12 2014 2016-08-17 19:52:53Z ROBERT CAMNER 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 21788359 0 X WWW.CHARLESWRIGHT.ORG X 1957 WA CHARLES WRIGHT IS AN INDEPENDENT SCHOOL FOR GIRLS AND BOYS FROM JR. KINDERGARTEN THROUGH 12TH GRADE. 25 25 236 260 0 -285 1543202 1028430 15743883 16007921 465141 691643 -37638 -50383 17714588 17677611 2524584 2351159 0 0 10280323 10862944 0 0 612355 4429556 4451147 17234463 17665250 480125 12361 56470356 56067156 4101520 4535777 52368836 51531379 PROVIDE A RIGOROUS LIBERAL ARTS PROGRAM GUIDED BY AN ETHOS OF EXCELLENCE AND COMPASSION. WITHIN A DIVERSE LEARNING COMMUNITY, WE FOSTER SELF-RELIANCE, INTEGRITY, SOCIAL RESPONSIBILITY, AND HUMOR, EMPOWERING OUR STUDENTS TO ACHIEVE THEIR BEST IN MIND, BODY & SPIRIT. 0 0 13820278 2351159 14999027 CHARLES WRIGHT IS AN INDEPENDENT SCHOOL FOR GIRLS AND BOYS FROM JUNIOR-KINDERGARTEN THROUGH 12TH GRADE. OUR TEACHERS SUPPORT, STRETCH, AND CHALLENGE OUR STUDENTS TO BECOME RESILIENT, SELF-RELIANT, INDEPENDENT LEARNERS AND THINKERS. STUDENTS BENEFIT FROM A COMPREHENSIVE CURRICULUM THAT INCLUDES LAB SCIENCE, VISUAL AND PERFORMING ART, FOREIGN LANGUAGE AND PHYSICAL EDUCATION. CLASSROOM LEARNING IS ENHANCED BY INTERSCHOLASTIC ATHLETICS, CLUBS, EXPERIENTIAL LEARNING AND OUTDOOR EDUCATION. AT THE HEART OF THE CHARLES WRIGHT EXPERIENCE IS A COMMUNITY THAT HELPS STUDENTS DEVELOP THEIR FULL POTENTIAL AND BECOME INSPIRED, LIFE-LONG LEARNERS. TOTAL ENROLLMENT FOR THE 2014-2015 SCHOOL YEAR WAS 655 STUDENTS. 13820278 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 1 0 1 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 1 74 0 1 236 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X UNHI PAK 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 LIZ WILLIAMS BOARD CHAIR 1.00 X X 0 0 0 SARAH WEYERHAEUSER BOARD VICE CHAIR 1.00 X X 0 0 0 SUE MAYER BOARD TREASURER 1.00 X X 0 0 0 DALE SOWELL BOARD SECRETARY 1.00 X X 0 0 0 SANJAY AGRAWAL BOARD MEMBER 1.00 X 0 0 0 ADAM BIRNBAUM BOARD MEMBER 1.00 X 0 0 0 KATHY DOBLER BOARD MEMBER 1.00 X 0 0 0 DANA GAUME BOARD MEMBER 1.00 X 0 0 0 BLAKE GOLDBERG BOARD MEMBER 1.00 X 0 0 0 GEORGE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 BARBARA GYLLAND BOARD MEMBER 1.00 X 0 0 0 MANUEL IREGUI BOARD MEMBER 1.00 X 0 0 0 RITA IRVIN BOARD MEMBER 1.00 X 0 0 0 SANDY KARWHITE BOARD MEMBER 1.00 X 0 0 0 JOHN LONG BOARD MEMBER 1.00 X 0 0 0 DAPHNE MACKEY BOARD MEMBER 1.00 X 0 0 0 JOE MAYER BOARD MEMBER 1.00 X 0 0 0 ANN MEADOWCROFT BOARD MEMBER 1.00 X 0 0 0 SHERRY MONDOU BOARD MEMBER 1.00 X 0 0 0 RAJIV NAGAICH BOARD MEMBER 1.00 X 0 0 0 CLIFF QUISENBERRY BOARD MEMBER 1.00 X 0 0 0 NANCY SCHAUER BOARD MEMBER 1.00 X 0 0 0 DOUG SHARP BOARD MEMBER 1.00 X 0 0 0 MARYBETH STACKPOLE BOARD MEMBER 1.00 X 0 0 0 SHAN VIPOND BOARD MEMBER 1.00 X 0 0 0 ROBERT CAMNER HEADMASTER 40.00 X 618610 0 82069 MICHAEL DOIDGE DIR. OF FIN. & OPS - THRU JULY 2014 40.00 X 70739 0 9202 UNHI PAK DIR. OF FIN. & OPS - BEG. AUG 2014 40.00 X 53530 0 5417 SHARON HURT ADVANCEMENT DIR. 40.00 X 141269 0 16382 DIANE HUNT LOWER SCHOOL HEAD 40.00 X 125331 0 18885 WILLIAM WHITE UPPER SCHOOL HEAD 40.00 X 133830 0 21431 RUDY FORD MIDDLE SCHOOL HEAD 40.00 X 107006 0 11774 1250315 0 165160 5 0 1 0 ADOLFSON & PETERSON CONSTRUCTION 6021 12TH STREET EAST TACOMA WA 984241399 CONSTRUCTION CONTRACTING SVCS 648950 AIR SYSTEMS ENGINEERING INC 3602 SOUTH PINE STREET TACOMA WA 98409 HVAC UPGRADES AND INSTALLATION 325358 CAMBRIDGE INSTITUTE OF CHINA BUSINESS 99 S BEDFORD STREET BURLINGTON MA 01803 EDUCATIONAL CONSULTING 324480 3 276337 752093 270397 1028430 TUITION AND FEES 611710 14999027 14999027 AUXILIARY ACTIVITIES 611710 1008894 1008894 16007921 418299 418299 58968 11475 47493 47493 47493 4118399 3845055 273344 273344 273344 151419 276337 254218 -102799 -102799 FLEX PLAN FORFEITURES 900099 2700 2700 REIMBURSEMENTS 900099 2163 2163 60 60 4923 17677611 14999027 0 1650154 2351159 2351159 844947 280785 529064 35098 7580256 5640735 1644271 295250 477196 350739 112141 14316 1349701 1050187 230893 68621 610844 448971 143548 18325 35502 35502 79744 79744 71251 71251 38147 9161 21547 7439 232577 200049 1557 30971 163886 39656 111912 12318 42448 4011 38437 637571 599954 34429 3188 59802 51834 7968 15045 9950 5095 1385727 1303969 74829 6929 191387 140964 50423 INSTRUCTIONAL 831187 831187 FOOD AND BEVERAGES 196576 196576 REPAIRS AND MAINTENANCE 96451 96451 STUDENT ACTIVITY 88381 88381 285465 135509 35151 114805 17665250 13820278 3232617 612355 0 45064 3705359 4813191 646920 487401 292685 78613 4273 5702 23854 23744 299698 293533 47500390 20530089 27609423 26970301 18723291 18597856 4901614 4751751 263239 0 56470356 56067156 1448536 1465013 2555348 2987336 90832 83428 6804 0 4101520 4535777 X 34053682 34462238 7085596 5664133 11229558 11405008 52368836 51531379 56470356 56067156 X 12361 -854186 4368 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 26147976 444500 -236966 830895 25524615 22716022 407113 3762242 737401 26147976 20436378 290958 2561658 675161 22613833 19273136 2147069 -404227 579600 20436378 14346126 2291093 3207692 520403 51372 19273136 0.33550 0.44680 0.21770 0 0 806653 806653 43913632 18280700 25632932 2780105 2249389 530716 26970301 CAPITAL PARTNERS V, LP 311365 F EMERGING MARKETS 1686744 F MULTI-STRATEGY COMMODITIES FUND 2656321 F CAPITAL MARKETS GLOBAL PRIVATE EQUITY PARTNERS, LP 97321 F 4751751 14584451 -854186 34639 -2418042 -3237589 17822040 -144429 -144429 17677611 15421908 34639 144429 179068 15242840 71251 2351159 2422410 17665250 PART IV, LINE 2B: CHARLES WRIGHT ACADEMY ACTS AS AN AGENT FOR STUDENT ORGANIZATIONS AND THE PTA. THE MONEY IS HELD BY CHARLES WRIGHT ACADEMY FOR EACH ACTIVITY AND ORGANIZATION. CHARLES WRIGHT ACADEMY DOES NOT HAVE ACCESS TO THESE FUNDS FOR OPERATIONAL USE. THE AMOUNTS ARE CONSIDERED A LIABILITY TO CHARLES WRIGHT ACADEMY. PART V, LINE 4: PURE ENDOWMENT FUNDS ARE HELD INTO PERPETUITY AS DESIGNATED BY THE BENEFACTOR. QUASI-ENDOWMENT FUNDS ARE HELD AS DESIGNATED BY THE BOARD OF TRUSTEES. ANNUALLY 4% IS DRAWN FROM THE ENDOWMENT BY BOARD POLICY USE TO FUND FINANCIAL AID AND OTHER OPERATIONAL EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -2,351,159. INVESTMENT EXPENSES -71,251. BAD DEBT RECOVERY 4,368. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -144,429. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 144,429. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,351,159. 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 SCHOOL PARTICIPATES IN AN ANNUAL ADVERTISEMENT WITH OTHER INDEPENDENT SCHOOLS IN THE REGION, WHERE THE NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL REGIONAL NEWSPAPERS AND JOURNALS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 2656323 0 0 0 0 0 0 2656323 0 2656323 1 0 1 0 0 0 PART IV, LINE 3: FORM 5471 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS. AUCTION 427756 276337 151419 35611 6675 211932 427756 276337 151419 35611 6675 211932 254218 -102799 1 FINANCIAL AID 195 2351159 BOOK FINANCIAL AID PART I, LINE 2: EACH EACH YEAR STUDENTS WISHING TO APPLY FOR FINANCIAL AID FILL OUT THE NECESSARY APPLICATION FORMS. THE APPLICATIONS ARE SENT TO SSS, A 3RD-PARTY FINANCIAL AID/SCHOLARSHIP REVIEW COMPANY, WHO PROCESSES THE APPLICATIONS AND REPORTS TO THE SCHOOL THEIR DETERMINATION OF EACH APPLICANTS ESTIMATED FAMILY CONTRIBUTION (EFC). THE SCHOOL HAS A STANDING COMMITTEE, CONSISTING OF THE DIRECTOR OF ADMISSION AND FINANCIAL AID, DIRECTOR OF ADVANCEMENT, ASSOCIATE DIRETOR OF COLLEGE COUNSELING AND THE HEADMASTER. THIS STANDING COMMITTEE REVIEWS EACH REPORT FROM SSS AND THE REPORTED EFC. THE COMMITTEE USES THE REPORTED EFC AS A STARTING POINT TO DETERMINE A CWA-REVISED EFC, WHICH ADJUSTS FOR MORE SPECIFIC FACTORS APPLICABLE TO THE APPLICANTS, SUCH AS COST OF LIVING ALLOWANCE FOR THE STUDENTS CITY OF RESIDENCE. THE DIFFERENCE BETWEEN THE FINAL CWA-REVISED EFC AND TUITION IS THE AMOUNT OF NEED. CWA OFFERS FINANCIAL AID FOR 100% OF NEED. ANY SUBSEQUENT CHANGES TO THE FINANCIAL AID AWARDS ARE INITIATED BY THE ADMISSIONS DIRECTOR AND ARE APPROVED BY THE HEADMASTER. STUDENTS GRANTED FINANCIAL AID MUST REAPPLY FOR IT EVERY YEAR. X X X X X 0 1 0 0 0 0 0 0 0 ROBERT CAMNER HEADMASTER 279779 0 0 0 338831 0 75435 0 6634 0 700679 0 338831 0 SHARON HURT ADVANCEMENT DIR. 141269 0 0 0 0 0 7337 0 9045 0 157651 0 0 0 PART I, LINE 4B CHARLES WRIGHT ACADEMY HAS A 457(F) PLAN TO ACCRUE A PERCENTAGE OF COMPENSATION BASED ON PARTICIPATING EMPLOYEES' CURRENT COMPENSATION PACKAGES. CURRENTLY, THE ONLY EMPLOYEE PARTICIPATING IN THIS PLAN IS THE HEADMASTER OF THE SCHOOL, ROBERT CAMNER. DURING FISCAL YEAR 2015, ROBERT CAMNER RECEIVED PAYMENT FROM THE 457(F) PLAN IN THE AMOUNT OF $338,831. SCHEDULE J, PART II, COLUMN (C): THE AMOUNT REPORTED IN COLUMN (C) FOR DEFERRED COMPENSATION REPRESENTS THE CONTRIBUTION BY CHARLES WRIGHT ACADEMY TO THE EMPLOYEE'S 403(B) PLAN AS WELL AS THE 457(F) PLAN. EMPLOYEES RECEIVE AN ANNUAL CONTRIBUTION TO THEIR 403(B) PLAN FROM CHARLES WRIGHT ACADEMY EQUAL TO A PERCENTAGE OF THEIR SALARY BASED ON LENGTH OF SERVICE WITH THE SCHOOL. CURRENTLY ONLY THE HEAD OF SCHOOL IS ELIGIBLE FOR DEFERRED COMPENSATION UNDER THE 457(F) PLAN. X 47 143672 MARKET QUOTATION X AUCTION ITEMS 430 109789 FAIR MARKET VALUE X MISCELLANEOUS 15 16936 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): DONATED SECURITIES AND MISCELLANEOUS ITEMS ARE COUNTED BY THE NUMBER OF CONTRIBUTORS, AUCTION ITEMS ARE COUNTED BY THE NUMBER OF ITEMS RECEIVED. FORM 990, PART I, LINE 6, VOLUNTEERS: PARENTS VOLUNTEER IN A NUMBER OF WAYS AT CHARLES WRIGHT ACADEMY. THESE INCLUDE CLASSROOM PARENTS; PARENT ASSOCIATION SUPPORT FOR FUNDRAISING ACTIVITIES SUCH AS THE ANNUAL AUCTION AND RUMMAGE SALE; SPORTS BOOSTERS; AND STUDENT ACTIVITIES AND CLUBS. THERE ARE ALSO 25 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 CHARLES WRIGHT ACADEMY'S FORM 990 TAX RETURN IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. IN ADDITION, THE EXECUTIVE COMMITTEE REVIEWS THE FINAL FORM 990 SIGNED AND FILED BY A NON-TRUSTEE FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C CHARLES WRIGHT ACADEMY REQUIRES A CONFLICT OF INTEREST DISCLOSURE STATEMENT COMPLETED BY OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE POLICY SPECIFIES THAT NO INDIVIDUAL CAN HAVE MORE THAN A 5% MATERIAL INTEREST IN ANY ENTITY THAT IS LIKELY TO CONFLICT WITH THEIR OFFICIAL DUTIES FOR THE SCHOOL. IT IS A PRACTICE AT CWA NOT TO SELECT INDIVIDUALS TO SERVE IN ANY CAPACITY FOR THE SCHOOL, IF THEY ARE A VENDOR OR AGENT THAT WOULD OBTAIN PERSONAL GAIN FROM THIS RELATIONSHIP. THE HEADMASTER AND CHAIR OF THE BOARD REVIEW THESE DISCLOSURES FOR COMPLIANCE. THE HEADMASTER AND CHAIR OF THE BOARD ALSO REVIEW ANY POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER A CONFLICT EXISTS. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO (HEADMASTER) IS DETERMINED BY A COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS COMPARABILITY DATA. THE LAST COMPENSATION REVIEW OCCURRED ON JULY 15, 2015. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 4,368.