CHARLES WRIGHT ACADEMY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES WRIGHT ACADEMY (EIN 91-0673111)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201200619349302340
- Schema version
- 2010v3.4
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T15:04:45-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910673111 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES WRIGHT ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 2536208300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98467 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL DOIDGE | Name |
| Title | DIRECTOR OF FINANCE & OPS | Title |
| Phone | 2536208300 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT CAMNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16166340 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARLESWRIGHT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | CHARLES WRIGHT IS AN INDEPENDENT SCHOOL FOR GIRLS AND BOYS FROM PRE-KINDERGARTEN THROUGH 12TH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 222 | TotalNbrEmployees |
| Total Nbr Volunteers | 385 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2752627 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1283160 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14438611 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14344514 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 244425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 249396 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -94090 | OtherRevenuePriorYear |
| Other Revenue Current Year | -9269 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17341573 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15867801 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1758093 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1995834 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10678329 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10342884 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 467934 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4082121 | OtherExpensePriorYear |
| Other Expenses Current Year | 4030768 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16518543 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16369486 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 823030 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -501685 | RevenuesLessExpensesCY |
| Total Assets BOY | 50516987 | TotalAssetsBOY |
| Total Assets EOY | 51549274 | TotalAssetsEOY |
| Total Liabilities BOY | 5140633 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3626868 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45376354 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 47922406 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12826158 | Expense |
| Grants | 1995834 | Grants |
| Revenue | 14344514 | Revenue |
| Description | CHARLES WRIGHT IS AN INDEPENDENT SCHOOL FOR GIRLS AND BOYS FROM PRE-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 2010-2011 SCHOOL YEAR WAS 675 STUDENTS. | Description |
| Total Program Service Expense | 12826158 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 222 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DOIDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2536208300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98467 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SARAH WEYERHAEUSER | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SUE MAYER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| RICH OSAKA | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ADAM BIRNBAUM | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DANA GAUME | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE GONZALES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATHY DOBLER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BLAKE GOLDBERG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATHERINE HERROD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MANUEL IREGUI | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN LONG | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANNA MEADOWCROFT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SHERRY MONDOU | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CLIFF QUISENBERRY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LAURA REYNOLDS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BILL RUSH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DOUG SHARP | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DALE SOWELL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARY JANE STACKPOLE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DWIGHT WILLIAMS | |||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SANJAY AGRAWAL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT CAMNER | |||||||
| HEADMASTER | 40.00 | X | 255404 | 0 | 82596 | ||
| MICHAEL DOIDGE | |||||||
| DIR. FINANCE & OPS. | 40.00 | X | 113058 | 0 | 21336 | ||
| DORENE YOUNG | |||||||
| ADVANCEMENT DIR. | 40.00 | 147778 | 0 | 30432 | X | ||
| WILLIAM WHITE | |||||||
| UPPER SCHOOL HEAD | 40.00 | 113945 | 0 | 23844 | X | ||
| DIANE HUNT | |||||||
| LOWER SCHOOL HEAD | 40.00 | 111780 | 0 | 24300 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 741965 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 182508 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 151573 | FundraisingEvents |
| All Other Contributions | 1131587 | AllOtherContributions |
| Noncash Contributions | 394225 | NoncashContributions |
| Total Contributions | 1283160 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 13393716 | 13393716 | |
| AUXILIARY ACTIVITIES | 611710 | 950798 | $950,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14344514 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249396 | TotalRevenueColumn |
| Exclusion | $249,396 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39627 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11002 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 28625 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28625 | TotalRevenueColumn |
| Exclusion | $28,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 247883 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 151573 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 287537 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -39654 | TotalRevenueColumn |
| Exclusion | -$39,654 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FLEX PLAN FORFEITURES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1492 | TotalRevenueColumn |
| Exclusion | $1,492 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268 | TotalRevenueColumn |
| Exclusion | $268 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1760 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15867801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13393716 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,190,925 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1995834 | Total |
| Program Services | 1995834 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516210 | Total |
| Program Services | 67600 | ProgramServices |
| Management And General | 359505 | ManagementAndGeneral |
| Fundraising | 89105 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7199202 | Total |
| Program Services | 5394043 | ProgramServices |
| Management And General | 1584922 | ManagementAndGeneral |
| Fundraising | 220237 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462504 | Total |
| Program Services | 386253 | ProgramServices |
| Management And General | 65815 | ManagementAndGeneral |
| Fundraising | 10436 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1634492 | Total |
| Program Services | 1275448 | ProgramServices |
| Management And General | 299945 | ManagementAndGeneral |
| Fundraising | 59099 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530476 | Total |
| Program Services | 389900 | ProgramServices |
| Management And General | 124662 | ManagementAndGeneral |
| Fundraising | 15914 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17854 | Total |
| Management And General | 17854 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68313 | Total |
| Management And General | 68313 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51372 | Total |
| Management And General | 51372 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145890 | Total |
| Management And General | 97783 | ManagementAndGeneral |
| Fundraising | 48107 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33898 | Total |
| Program Services | 5151 | ProgramServices |
| Management And General | 28747 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37232 | Total |
| Program Services | 7726 | ProgramServices |
| Management And General | 29506 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705671 | Total |
| Program Services | 664037 | ProgramServices |
| Management And General | 38106 | ManagementAndGeneral |
| Fundraising | 3528 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031 | Total |
| Management And General | 2031 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24358 | Total |
| Program Services | 9908 | ProgramServices |
| Management And General | 11489 | ManagementAndGeneral |
| Fundraising | 2961 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9996 | Total |
| Management And General | 9996 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567385 | Total |
| Program Services | 1474909 | ProgramServices |
| Management And General | 92476 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140450 | Total |
| Program Services | 106333 | ProgramServices |
| Management And General | 34117 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL | 574990 | 574990 | ||
| VEHICLE EXPENSE | 89934 | 81395 | 8539 | |
| STUDENT ACTIVITIES | 72384 | 72384 | ||
| EDUCATIONAL SUPPLIES | 69597 | 18456 | 32594 | 18547 |
| GROUNDS | 59096 | 59096 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360317 | Total |
| Program Services | 242695 | ProgramServices |
| Management And General | 117622 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16369486 | Total |
| Program Services | 12826158 | ProgramServices |
| Management And General | 3075394 | ManagementAndGeneral |
| Fundraising | 467934 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103089 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80681 | BOY |
| EOY | 1413227 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5128573 | BOY |
| EOY | 2305688 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218526 | BOY |
| EOY | 233263 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1407 | BOY |
| EOY | 397 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13904 | BOY |
| EOY | 5928 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20814 | BOY |
| EOY | 24136 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35756 | BOY |
| EOY | 70391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44918127 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14707768 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31590377 | BOY |
| EOY | 30210359 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12503901 | BOY |
| EOY | 16294041 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 769006 | BOY |
| EOY | 889428 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50953 | BOY |
| EOY | 102416 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50516987 | BOY |
| EOY | 51549274 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331119 | BOY |
| EOY | 1312998 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1236517 | BOY |
| EOY | 1334056 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47997 | BOY |
| EOY | 79814 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2525000 | BOY |
| EOY | 900000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5140633 | BOY |
| EOY | 3626868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31420435 | BOY |
| EOY | 32114676 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469399 | BOY |
| EOY | 3216810 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12486520 | BOY |
| EOY | 12590920 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45376354 | BOY |
| EOY | 47922406 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50516987 | BOY |
| EOY | 51549274 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -501685 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3047737 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14346126 | BeginningOfYearBalance |
| Contributions | 2291093 | Contributions |
| Investment Earnings Or Losses | 3207692 | InvestmentEarningsOrLosses |
| Other Expenditures | 520403 | OtherExpenditures |
| Administrative Expenses | 51372 | AdministrativeExpenses |
| End Of Year Balance | 19273136 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13292128 | BeginningOfYearBalance |
| Contributions | 170979 | Contributions |
| Investment Earnings Or Losses | 1455519 | InvestmentEarningsOrLosses |
| Other Expenditures | 572500 | OtherExpenditures |
| End Of Year Balance | 14346126 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15605216 | BeginningOfYearBalance |
| Contributions | 1430066 | Contributions |
| Investment Earnings Or Losses | -3195254 | InvestmentEarningsOrLosses |
| Other Expenditures | 547900 | OtherExpenditures |
| End Of Year Balance | 13292128 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.28600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71400 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 673853 | OtherCostOrOtherBasis |
| Book Value | 673853 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41846238 | OtherCostOrOtherBasis |
| Depreciation | 12969300 | Depreciation |
| Book Value | 28876938 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2398036 | OtherCostOrOtherBasis |
| Depreciation | 1738468 | Depreciation |
| Book Value | 659568 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30210359 | TotalOfBookValueLandBuildings |
| Total Revenue | 15867801 | TotalRevenue |
| Total Expenses | 16369486 | TotalExpenses |
| Excess Or Deficit For Year | -501685 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2887009 | NetUnrealizedGLOnInvestments |
| Other | $160,728 | OtherAmount |
| Total Adjustments | 3047737 | TotalAdjustments |
| Excess Or Deficit Per FS | 2546052 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17001267 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2887009 | NetUnrealizedGainsInvestments |
| Other Revenues | -1835106 | OtherRevenues |
| Revenue Not Rptd F990 | 1051903 | RevenueNotRptdF990 |
| Revenue Subtotal | 15949364 | RevenueSubtotal |
| Investment Expenses Not Included | 51372 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -132935 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -81563 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15867801 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14455215 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 132935 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 132935 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14322280 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 51372 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1995834 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2047206 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16369486 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 160,728. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 160,728. FINANCIAL AID -1,995,834. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES -132,935. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES 132,935. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 1,995,834. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 399456 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 151573 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 247883 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4973 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 46895 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 44224 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 191445 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 399456 | GrossReceiptsTotal |
| Charitable Contributions Total | 151573 | CharitableContributionsTotal |
| Gross Revenue Total Events | 247883 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4973 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 46895 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 44224 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 191445 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 287537 | DirectExpenseSummaryEvents |
| Net Income Summary | -39654 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID PROVIDED TO 165 STUDENTS. | TypeOfGrant |
| Number Of Recipients | 165 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1995834 | AmountOfNonCashAssistance |
| Method Of Valuation | COST | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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 FINANCIAL AID/SENIOR ASSOCIATE DIRECTOR OF ADMISSIONS, THE HEADMASTER, AND THE FINANCE DIRECTOR. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT CAMNER | |||||||||||||
| 255404 | 0 | 0 | 0 | 0 | 0 | 70344 | 0 | 12252 | 0 | 338000 | 0 | 0 | 0 |
| DORENE YOUNG | |||||||||||||
| 147778 | 0 | 0 | 0 | 0 | 0 | 11808 | 0 | 18624 | 0 | 178210 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. THIS DEFERRED COMPENSATION IS DISTRIBUTABLE IN CASH. PARTICIPANTS BECOME ENTITLED TO A PAYMENT OF AN AMOUNT EQUAL TO THE PARTICIPANT'S VESTED ACCOUNT. PER THE AGREEMENT WITH ROBERT CAMNER, NO AMOUNTS WILL BE DISTRIBUTED FROM THE PLAN UNTIL 2014. THEREFORE, NO PORTION OF THE ACCRUED AMOUNTS DURING THE YEAR WERE CONSIDERED TAXABLE COMPENSATION. | |
| PART III | 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 ON THE HEAD OF SCHOOL IS ELIGIBLE FOR DEFERRED COMPENSATION UNDER THE 457(F) PLAN. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM WHITE | NamePerson |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,585 | OriginalPrincipalAmount |
| Balance Due | 397 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 397 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 176823 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 278 | 154602 | COST/SELLING PRICE |
| X | BACKPACKS | 80 | 12800 | COST/SELLING PRICE |
| X | BLDG MATERIALS | 1 | 50000 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | DONATED SECURITES ARE COUNTED AS NUMBER OF CONTRIBUTIONS RECEIVED. AUCTION ITEMS AND BACKPACKS FOR OUTDOOR EDUCATION ARE COUNTED AS NUMBER OF ITEMS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 TO FUND RAISING ACTIVITIES SUCH AS THE ANNUAL AUCTION AND RUMMAGE SALE; SPORTS BOOSTERS; AND STUDENT ACTIVITIES & CLUBS. THERE ARE ALSO 21 VOLUNTEER BOARD MEMBERS. | |
| CHARLES WRIGHT ACADEMY'S FORM 990 TAX RETURN IS MADE AVAILABLE TO THE BOARD OF TRUSTEES IN DRAFT FORM PRIOR TO FILING. 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 11 | |
| 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 HEADMASTER AND CHAIR OF THE BOARD REVIEW THESE DISCLOSURES FOR COMPLIANCE. 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. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CEO (HEADMASTER) IS DETERMINED BY A COMPENSATION COMMITTEE THAT HIRES AN INDEPENDENT CONTRACTOR THAT REVIEWS COMPARABILITY DATA AND PRESENTS THE FINDINGS TO THE COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE LAST CONSULTATION OCCURRED IN 2009. COMPARATIVE DATA IS USED ANNUALLY IN A REVIEW OF ALL KEY POSITIONS. | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,887,009. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 160,728. TOTAL TO FORM 990, PART XI, LINE 5: 3,047,737. | CHANGES IN NET ASSETS OR FUND BALANCES: |