Annie Wright Schools EIN 91-0567266

Annie Wright Schools FY2021 filing

EIN  91-0567266 Public charity (501(c)(3)) Tacoma, WA Founded 1884
Form 990 (PDF)
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Verified accurate 8/6/26 · see original filing: IRS
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Size
$10–100M
What they do
Educates students from age three through high school.
Leadership
Christian Sullivan · Former Officer · $511K
Money in and out
$26.0M revenue, $22.0M expenses
Bottom line
84% program efficiency

Educates students from age three through high school. For fiscal year 2021 it reported $26.0M in revenue, $22.0M in expenses, and $63.6M in net assets.Pt I

Where the money goes · FY2021
Total revenue
$26.0M
Pt VIII · Ln 12
Total expenses
$22.0M
Pt IX · Ln 25
Net assets
$63.6M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $4.0M
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.14 Fundraising $0.02
Program efficiency
84%
of spending reaches programs
Operating runway
24.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+15%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$26.0M
FY2021
Expenses
$22.0M
FY2021
Total assets
$89.8M
FY2021
Total liabilities
$26.2M
FY2021
Total revenue
$26.0M
Pt VIII · Ln 12
Total expenses
$22.0M
Pt IX · Ln 25
Net assets
$63.6M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$4.0M
Total assetsPt X · Ln 16$89.8M
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 322
Independent voting membersPt I · Ln 422
Mission & Programs · Part III

Where the work happens

3 program services account for $18.5M of program spending, described in the organization's own filed words · FY2020.
01

As a private educational institution, the school combines four programs: annie wright lower and middle schools offer co-ed programs in preschool through grade 8, while separate college preparatory upper schools for boys and girls offer day and boarding options in grades 9 through 12. There were 630 enrolled students.

$16.2Mprogram expense
02

School Facilities

Kept school well maintained for the comfort and safety of the students and staff.

$1.4Mprogram expense
03

Provided Auxiliary Services Including

Cafeteria, extended days, transportation, tech package, other income and bookstore for students pre-school through grade 12.

$965Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAnnie Wright Schools
EINHdr · item D91-0567266
Principal addressHdr · item CTacoma, WA
WebsiteHdr · item Jwww.aw.org
Year of formationHdr · item L1884
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMar 1944

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a22
Independent voting membersPt VI · Ln 1b22
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Former Officer
$510,733Pt VII · Sec A
Head of Schools
$191,362Pt VII · Sec A
Director of Business Development
$190,717Pt VII · Sec A
Director of Usb Associate Hos
$141,174Pt VII · Sec A
Director of Institutional
$111,222Pt VII · Sec A
Director of Lower Schools
$104,075Pt VII · Sec A
Director of Athletics
$101,433Pt VII · Sec A
Director of Middle School
$100,170Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Christian Sullivan$183,500$510,733
Jake Guadnola$436,705$359,640$338,387$288,232$191,362
Rex Bates$186,378$206,202$200,230$196,418$190,717
Jean Webber$148,456$138,398$135,614$131,458$85,275
Susan Bauska$141,174
Eireann Corrigan$129,612$124,425$122,546$123,539
Clare Wagstaff$125,945$122,351$116,146$115,823$100,170
Sandra Bush$122,996$119,542$115,888

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$18.3M · 70%
Contributions & grants$3.9M · 15%
Other revenue$2.4M · 9%
Investment income$1.4M · 5%
Program service revenue70%$18.3M
Contributions & grants15%$3.9M
Other revenue9%$2.4M
Investment income5%$1.4M
— government grantsLn 1e$2.0M
Total revenueLn 12$26.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.14 Fundraising $0.02
Program services84%$18.5M
Management & general14%$3.0M
Fundraising2%$485K
Total functional expensesLn 25$22.0M

Balance Sheet

Part X · end of year
CashLn 1$7.2M
Total assetsLn 16$89.8M
Total liabilitiesLn 26$26.2M
Total net assetsLn 32$63.6M
Months of cash on handcomputed3.9

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $45.5M · Operating expenses (Pt IX) $22.0M · Less non-cash grants $136K · Cash operating expenses/yr $21.9M
24.9 months
Where the money goes
Program services
Program services $18.5M · Total expenses $22.0M
84%
Management & General
Management & general $3.0M · Total expenses $22.0M
14%
Fundraising
Fundraising $485K · Total expenses $22.0M
2%
Cost to raise $1
Fundraising expense $485K · Solicited contributions $1.8M
$0.26 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $3.9M · Total revenue $26.0M
15%
Government reliance
Government grants $2.0M · Total revenue $26.0M
8%
Earned-income share
Program service revenue $18.3M · Total revenue $26.0M
70%
Investment reliance
Investment income $1.4M · Total revenue $26.0M
+5%
Program self-sufficiency
Program service revenue $18.3M · Total expenses $22.0M
83%
Growth & trend
Revenue growth (YoY)
This year $26.0M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $63.6M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $26.0M · Expenses $22.0M
+15%
Liabilities-to-Assets
Total liabilities — · Total assets $89.8M
Net-asset ratio
Net assets $63.6M · Total assets $89.8M
71%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $38.3M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $89.8M
43%
People & payroll
Highest Reported Total Compensation
Individual Jake Guadnola · Reported title HEAD OF SCHOOLS · Highest reported compensation $191K · Total expenses $22.0M
1%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $11.4M · Total expenses $22.0M
52%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 14%
Fundraising cost ratio 13%
Legal fee ratio 0%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$38.7M revenue · ⤓ 990 PDF
FY2024$34.9M revenue · ⤓ 990 PDF
FY2023$32.0M revenue · ⤓ 990 PDF
FY2022$28.9M revenue · ⤓ 990 PDF
FY2021$26.0M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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