2011-02-08T12:31:21-06:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 910673111 CHARLES WRIGHT ACADEMY CHAR 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 MICHAEL DOIDGE 2536208300 2011-02-08 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z ROBERT CAMNER 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 17815947 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 21 231 381 0 0 2451341 2752627 14724113 14438611 343669 244425 -91306 -94090 17427817 17341573 1538803 1758093 0 10585955 10678329 0 320215 4060285 4082121 16185043 16518543 1242774 823030 49929348 50516987 6499908 5140633 43429440 45376354 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 12617539 1758093 14438611 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 2009-2010 SCHOOL YEAR WAS 700 STUDENTS. 12617539 1 1 0 0 0 0 0 0 1 1 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 1 37 0 1 231 1 0 0 0 0 0 1 1 0 0 0 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X MICHAEL J DOIDGE 2536208300 7723 CHAMBERS CREEK ROAD TACOMA WA 98467 NANCY POWELL 1.00 X X 0 0 0 ED MCFERRAN 1.00 X X 0 0 0 ELIZABETH WILLIAMS 1.00 X X 0 0 0 CAROLYN CHENEY 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 SUE MAYER 1.00 X 0 0 0 ANNA MEADOWCROFT 1.00 X 0 0 0 SHERRY MONDOU 1.00 X 0 0 0 RICH OSAKA 1.00 X 0 0 0 CLIFF QUISENBERRY 1.00 X 0 0 0 PAUL 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 SARAH WEYERHAEUSER 1.00 X 0 0 0 DWIGHT WILLIAMS 1.00 X X 0 0 0 ROBERT CAMNER 40.00 X 253740 0 31043 MICHAEL DOIDGE 40.00 X 113577 0 17638 DORENE YOUNG 40.00 X 147230 0 29419 WILLIAM WHITE 40.00 X 108368 0 22050 DIANE HUNT 40.00 X 111315 0 23379 734230 0 123529 5 0 1 0 RUSHFORTH CONSTRUCTION CO INC 6021 12TH STREET EAST 100 TACOMA WA 98424 CONSTRUCTION 905669 STAGE RIGHT CORPORATION PO BOX 232054 CHICAGO IL 60689 PERFORMING ARTS STAGE 128153 COMMERCIAL SOUND INC 2732 FIRST AVENUE SOUTH SEATTLE WA 98134 A/V SYSTEM INSTALLATION 109668 WENDER CORPORATION NW 7896 PO BOX 1450 MINNEAPOLIS MN 55485 THEATER CHAIRS & STORAGE 101676 4 72344 2680283 566058 2752627 TUITION AND FEES 611710 13443287 13443287 AUXILIARY ACTIVITIES 611710 995324 995324 14438611 244425 244425 24472 12480 11992 11992 11992 352655 72344 461894 -109239 -109239 FLEX PLAN FORFEITURES 611710 2637 2637 MISCELLANEOUS ITEMS 611710 281 281 VENDOR REFUND 611710 239 239 3157 17341573 13443287 0 1145659 1758093 1758093 465229 57162 408067 7606929 5608539 1794497 203893 456399 352712 89145 14542 1619296 1219324 355986 43986 530476 389900 131098 9478 35189 35189 42197 42197 88080 88080 142281 125414 16867 41605 11866 29739 40073 7317 32756 476013 447928 25705 2380 2244 2244 15425 5407 7137 2881 65478 65478 1574486 1481591 85023 7872 106625 75634 30991 INSTRUCTIONAL 772727 772727 STAFF RECRUITMENT 160572 159425 1147 STUDENT ACTIVITIES 130460 93591 36869 VEHICLE EXPENSE 102540 91777 10763 EDUCATIONAL SUPPLIES 87765 50896 36869 198361 33650 146395 18316 16518543 12617539 3580789 320215 79015 103089 342174 80681 6106570 5128573 198109 218526 1407 15981 13904 18907 20814 28338 35756 44726364 13135987 32274628 31590377 10108917 12503901 756709 769006 0 50953 49929348 50516987 1967000 1331119 1241406 1236517 41502 47997 3250000 2525000 6499908 5140633 X 30129797 31420435 956148 1469399 12343495 12486520 43429440 45376354 49929348 50516987 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 13292128 170979 1455519 572500 14346126 15605216 1430066 -3195254 547900 13292128 0.31920 0.68080 0 0 673853 673853 41814525 11611533 30202992 2237986 1524454 713532 31590377 17341573 16518543 823030 1267408 -143524 1123884 1946914 16804740 1267408 -1901617 -634209 17438949 46353 -143729 -97376 17341573 14857826 143729 143729 14714097 46353 1758093 1804446 16518543 Part IV, Line 1b: 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: Description of Intended Use of Endowment Funds: 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: CONTRIBUTION DISCOUNT: -198842. CHANGE IN VALUE OF SPLIT INTEREST AGRRMENTS: 55318. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 55318. FINANCIAL AID: -1758093. CHANGE IN DISCOUNT TO NPV FOR PLEDGED & GRANTS RECEIVABLE: -198842. Part XII, Line 4b - Other Adjustments: SPECIAL EVENT EXPENSES: -143729. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 143729. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID: 1758093. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 AUCTION 362650 66109 296541 23542 39733 326914 RUMMAGE SALE 62349 6235 56114 71705 424999 72344 352655 23542 39733 398619 461894 -109239 1 FINANCIAL AID PROVIDED TO 166 STUDENTS. 166 1758093 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 0 1 0 0 0 0 0 0 0 ROBERT CAMNER 253740 0 0 0 0 0 19104 0 11936 0 284780 0 0 0 DORENE YOUNG 147230 0 0 0 0 0 11250 0 18169 0 176649 0 0 0 Part I, Line 4a DURING THE YEAR, CHARLES WRIGHT ACADEMY ESTABLISHED 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. EMPLOYEES RECEIVE AN ANNUAL CONTRIBUTION FROM CHARLES WRIGHT ACADEMY EQUAL TO A PERCENTAGE OF THEIR SALARY BASED ON LENGTH OF SERVICE WITH THE SCHOOL. MICHAEL DOIDGE X 1756 805 0 0 1 DORENE YOUNG X 1203 602 0 0 1 1407 X 10 197893 COST/SELLING PRICE X AUCTION ITEMS 681 255816 COST/SELLING PRICE X WALL PANELING 1 50000 COST/SELLING PRICE X RUMMAGE SALE ITEMS 9000 62349 COST/SELLING PRICE 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): DONATED SECURITES AND WALL PANELING ARE COUNTED AS NUMBER OF CONTRIBUTIONS RECEIVED. RUMMAGE SALE AND AUCTION ITEMS ARE COUNTED AS NUMBER OF ITEMS RECEIVED. Third Party Use: Part I, Line 32b: AN OUTSIDE BROKERAGE FIRM IS USED TO SELL DONATED PUBLICLY TRADED SECURITIES. Form 990, Part VI, Section A, line 4 THE ARTICLES OF INCORPORATION WERE AMENDED DURING THE YEAR. THE CHANGES MADE INCLUDE THE FOLLOWING: THE PURPOSE OF THE SCHOOL WAS MODIFIED TO BE MORE CONCISE; THE DETERMINATION FOR THE NUMBER OF TRUSTEES HAS BEEN MODIFIED TO REFER TO THE STANDARDS SET FORTH IN THE BYLAWS; AND THE PROCESS FOR DISSOLUTION ALLOWS FOR THE SCHOOL TO DISTRIBUTE ITS ASSETS TO ANY 501(C)(3) ORGANIZATION HAVING A SIMILAR PURPOSE AS THE SCHOOL RATHER THAN THE DIOCESE OF OLYMPIA. 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. 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.