2012-03-01T15:04:45-06:00 2011-06-30 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2010-07-01 910673111 CHARLES WRIGHT ACADEMY CHAR 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 MICHAEL DOIDGE 2536208300 2012-03-01 1 SARA ELIZABETH J HYRE 4254544919 2010 2016-02-24 21:20:13Z ROBERT CAMNER 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 16166340 0 X WWW.CHARLESWRIGHT.ORG X 1957 WA CHARLES WRIGHT IS AN INDEPENDENT SCHOOL FOR GIRLS AND BOYS FROM PRE-KINDERGARTEN THROUGH 12TH GRADE. 21 21 222 385 0 0 2752627 1283160 14438611 14344514 244425 249396 -94090 -9269 17341573 15867801 1758093 1995834 0 0 10678329 10342884 0 0 467934 4082121 4030768 16518543 16369486 823030 -501685 50516987 51549274 5140633 3626868 45376354 47922406 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 12826158 1995834 14344514 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. 12826158 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 28 0 1 222 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL DOIDGE 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 SARAH WEYERHAEUSER 1.00 X X 0 0 0 SUE MAYER 1.00 X X 0 0 0 RICH OSAKA 1.00 X X 0 0 0 ADAM BIRNBAUM 1.00 X 0 0 0 DANA GAUME 1.00 X 0 0 0 GEORGE GONZALES 1.00 X 0 0 0 KATHY DOBLER 1.00 X 0 0 0 BLAKE GOLDBERG 1.00 X 0 0 0 KATHERINE HERROD 1.00 X 0 0 0 MANUEL IREGUI 1.00 X 0 0 0 JOHN LONG 1.00 X 0 0 0 ANNA MEADOWCROFT 1.00 X 0 0 0 SHERRY MONDOU 1.00 X 0 0 0 CLIFF QUISENBERRY 1.00 X 0 0 0 LAURA REYNOLDS 1.00 X 0 0 0 BILL RUSH 1.00 X 0 0 0 DOUG SHARP 1.00 X 0 0 0 DALE SOWELL 1.00 X 0 0 0 MARY JANE STACKPOLE 1.00 X 0 0 0 DWIGHT WILLIAMS 1.00 X X 0 0 0 SANJAY AGRAWAL 1.00 X 0 0 0 ROBERT CAMNER 40.00 X 255404 0 82596 MICHAEL DOIDGE 40.00 X 113058 0 21336 DORENE YOUNG 40.00 X 147778 0 30432 WILLIAM WHITE 40.00 X 113945 0 23844 DIANE HUNT 40.00 X 111780 0 24300 741965 0 182508 5 0 1 0 0 151573 1131587 394225 1283160 TUITION AND FEES 611710 13393716 13393716 AUXILIARY ACTIVITIES 611710 950798 950798 14344514 249396 249396 39627 11002 28625 28625 28625 247883 151573 287537 -39654 -39654 FLEX PLAN FORFEITURES 900099 1492 1492 268 268 1760 15867801 13393716 0 1190925 1995834 1995834 516210 67600 359505 89105 7199202 5394043 1584922 220237 462504 386253 65815 10436 1634492 1275448 299945 59099 530476 389900 124662 15914 17854 17854 68313 68313 51372 51372 145890 97783 48107 33898 5151 28747 37232 7726 29506 705671 664037 38106 3528 2031 2031 24358 9908 11489 2961 9996 9996 1567385 1474909 92476 140450 106333 34117 INSTRUCTIONAL 574990 574990 VEHICLE EXPENSE 89934 81395 8539 STUDENT ACTIVITIES 72384 72384 EDUCATIONAL SUPPLIES 69597 18456 32594 18547 GROUNDS 59096 59096 360317 242695 117622 16369486 12826158 3075394 467934 103089 80681 1413227 5128573 2305688 218526 233263 1407 397 13904 5928 20814 24136 35756 70391 44918127 14707768 31590377 30210359 12503901 16294041 769006 889428 50953 102416 50516987 51549274 1331119 1312998 1236517 1334056 47997 79814 2525000 900000 5140633 3626868 X 31420435 32114676 1469399 3216810 12486520 12590920 45376354 47922406 50516987 51549274 X -501685 3047737 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 14346126 2291093 3207692 520403 51372 19273136 13292128 170979 1455519 572500 14346126 15605216 1430066 -3195254 547900 13292128 0.28600 0.71400 0 0 673853 673853 41846238 12969300 28876938 2398036 1738468 659568 30210359 15867801 16369486 -501685 2887009 160728 3047737 2546052 17001267 2887009 -1835106 1051903 15949364 51372 -132935 -81563 15867801 14455215 132935 132935 14322280 51372 1995834 2047206 16369486 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 160,728. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 160,728. FINANCIAL AID -1,995,834. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -132,935. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 132,935. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,995,834. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. AUCTION 399456 151573 247883 4973 46895 44224 191445 399456 151573 247883 4973 46895 44224 191445 287537 -39654 1 FINANCIAL AID PROVIDED TO 165 STUDENTS. 165 1995834 COST FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X X X 0 1 0 0 0 0 0 0 0 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 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. SUPPLEMENTAL INFORMATION 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. WILLIAM WHITE X 1585 397 0 1 1 397 X 22 176823 COST/SELLING PRICE X AUCTION ITEMS 278 154602 COST/SELLING PRICE X BACKPACKS 80 12800 COST/SELLING PRICE X BLDG MATERIALS 1 50000 COST/SELLING PRICE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): DONATED SECURITES ARE COUNTED AS NUMBER OF CONTRIBUTIONS RECEIVED. AUCTION ITEMS AND BACKPACKS FOR OUTDOOR EDUCATION ARE COUNTED AS 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 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. FORM 990, PART VI, SECTION B, LINE 11 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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.