Charles Wright Academy: FY2023 Nonprofit Profile & Form 990 (EIN 91-0673111)

Revenue by fiscal year
FY2020	$20.2M
FY2021	$21.1M
FY2022	$19.8M
FY2023	$19.3M
FY2024	$20.8M
FY2025	$21.4M

Expenses by fiscal year
FY2020	$20.3M
FY2021	$18.3M
FY2022	$19.5M
FY2023	$21.4M
FY2024	$25.3M
FY2025	$26.0M

Net assets by fiscal year
FY2020	$56.5M
FY2021	$65.5M
FY2022	$62.4M
FY2023	$63.2M
FY2024	$63.3M
FY2025	$62.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

81%

15%

Program services 81% · $17.3M Management & general 15% · $3.3M Fundraising 4% · $769K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $914K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Susan Rice

Head of School

$361,853Pt VII · Sec A

Robin Wheeler

Lower School Director

$127,796Pt VII · Sec A

Laura Rose

Dir. Development and Communication

$115,960Pt VII · Sec A

Rachel Rippl

Middle School Director

$114,104Pt VII · Sec A

Samantha Einarson

Dir. Operations Thru 01/23

$107,159Pt VII · Sec A

Jonathan Smith

Dir. Finance Thru 06/23

$86,717Pt VII · Sec A

Scott Case

Trustee

$0Pt VII · Sec A

Dr David Hirschberg

Trustee

$0Pt VII · Sec A

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Matt Culberson	—	—	—	—	$211,630	$424,449
Susan Rice	$421,507	$379,860	$361,853	$299,503	$179,419	—
Betty Benson	$189,919	$153,833	—	—	—	—
William Schuver	—	—	—	$160,980	$137,962	—
Rachel Rippl	$152,854	$118,349	$114,104	$104,969	—	—
Unhi Pak	—	—	—	—	$146,473	$152,094
Maryanna Phipps	—	—	—	$145,462	—	—
Gregory Bamford	—	—	—	—	—	$143,415

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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates children from preschool through 12th grade.

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1 program · $17.3M · in their own filed words · FY2022

01

Charles wright academy is an independent school for children from preschool through 12TH grade. Our teachers support, stretch, and challenge our students to become resilient, self-reliant, independent learners and thinkers.

$17.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2025

Gary E Milgard Family Foundation-LoriFY2025$100K

Folds of Honor FoundationFY2025$5K

Total grants receivedfrom 2 funders$105K

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$19.3M

Ln 12

Fees for servicesLn 2g$16.6M

Gifts and grantsLn 1h$2.1M

Investment incomeLn 3$706K

Money outPt IX

$21.4M

Ln 25

Programscol B$17.3M

Managementcol C$3.3M

Fundraisingcol D$769K

Owns and owesPt X

$63.2M

net assets · Ln 32

Cash and savingsLn 1–2$3.1M

Total assetsLn 16$76.5M

LiabilitiesLn 26$13.3M

PeoplePt VI, VII

22

listed · VII A

PaidVII A6

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.1M

Government grantsLn 1e$1.4M

Noncash giftsLn 1g$18K

Fundraising eventsLn 1c$265K

Fees for servicesLn 2g$16.6M

Investment incomeLn 3$706K

Gains on assetsLn 7$37K

Total revenueLn 12$19.3M

Assets in detailPt X, end of year

CashLn 1$2.4M

SavingsLn 2$664K

Cash and savings togetherLn 1–2$3.1M

Accounts receivableLn 4$8.3M

Inventories for sale or useLn 8$893

Prepaid expenses and deferred chargesLn 9$486K

Land, buildings, equipmentLn 10c$22.2M

InvestmentsLn 11–13$42.4M

Total assetsLn 16$76.5M

LiabilitiesLn 26$13.3M

Net assetsLn 32$63.2M

OperationsPt I, VI

EmployeesI 5238

VolunteersI 6200

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Investment feesPt IX, Sch D

Investment fees, as reportedPt IX 11f$59K

Share of the $36.5M endowmentSch D 1g0.16%

Typical, median of 2,202 orgs0.44%

EndowmentSch D · Pt V

Line	FY23	FY22	FY21	FY20	FY19
End of yearLn 1g	$36.5M	$34.5M	$37.1M	$30.3M	$29.9M
Given inLn 1b	$10K	$234K	$11K	$528K	$65K
SpentLn 1d–1f	$1.4M	$1.0M	$1.3M	$1.0M	$1.0M

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$7.8M	$3.1M
InvestmentsLn 11–13	$38.4M	$42.4M
Land, buildings, equipmentLn 10c	$21.5M	$22.2M
Total assetsLn 16	$76.5M	$76.5M
LiabilitiesLn 26	$14.0M	$13.3M
Net assetsLn 32	$62.4M	$63.2M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$2.7M	$2.7M
Pay of current officers, directors and key staffLn 5	$412K		$370K	$41K
Other salaries and wagesLn 7	$8.8M	$7.0M	$1.5M	$320K
Pension plan contributionsLn 8	$338K	$310K	$23K	$6K
Other employee benefitsLn 9	$1.9M	$1.5M	$296K	$49K
Payroll taxesLn 10	$666K	$539K	$109K	$18K
Legal feesLn 11b	$48K		$48K
Accounting feesLn 11c	$60K		$60K
Investment management feesLn 11f	$59K		$59K
Other fees for servicesLn 11g	$1.4M	$1.1M	$224K	$49K
Advertising and promotionLn 12	$183K	$6K	$541	$177K
Office expensesLn 13	$336K	$148K	$184K	$4K
Information technologyLn 14	$192K	$151K	$12K	$29K
OccupancyLn 16	$503K	$440K	$61K	$2K
TravelLn 17	$122K	$58K	$56K	$9K
Depreciation, depletion and amortizationLn 22	$1.8M	$1.7M	$84K	$8K
InsuranceLn 23	$277K	$263K	$13K	$1K
Other expenses (24a–d)Ln 24	$1.5M	$1.4M	$69K	$55K
All other expensesLn 24e	$190K	$45K	$144K	$279
Total functional expensesLn 25	$21.4M	$17.3M	$3.3M	$769K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS May 4, 2026	$21.4M	$26.0M	−$4.6M	$62.1M	990 PDF
FY2024Filed with the IRS May 15, 2025	$20.8M	$25.3M	−$4.5M	$63.3M	990 PDF
FY2023 ViewingFiled with the IRS May 9, 2024	$19.3M	$21.4M	−$2.1M	$63.2M	990 PDF
FY2022	$19.8M	$19.5M	$306K	$62.4M	990 PDF
FY2021Filed with the IRS May 13, 2022	$21.1M	$18.3M	$2.7M	$65.5M	990 PDF
FY2020Filed with the IRS Mar 2, 2021	$20.2M	$20.3M	−$122K	$56.5M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $19,279,888 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,465,451$2,110,517

I-9 Program service revenuePrior year $16,486,928$16,561,096

I-10 Investment incomePrior year $1,729,429$706,095

I-11 Other revenuePrior year $166,271−$97,820

I-12 Total revenuePrior year $19,848,079$19,279,888

I-13 Grants and similar amounts paidPrior year $2,659,931$2,699,323

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $11,068,712$12,027,912

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $5,813,466$6,627,101

I-18 Total expensesPrior year $19,542,109$21,354,336

I-19 Revenue less expensesPrior year $305,970−$2,074,448

Part VI · Governance 13 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $19,279,888 across 11 lines filed

VIII-1c Fundraising events$265,221

VIII-1e Government grants$1,387,994

VIII-1f All other contributions, gifts and grants$457,302

VIII-1g Noncash contributions (included above)$17,721

VIII-1h Total contributions, gifts and grants$2,110,517

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,561,096$16,561,096

VIII-3 Investment incomeExcluded from tax $669,575$669,575

VIII-6 Net rental income or lossExcluded from tax $22,267$22,267

VIII-7 Net gain or loss on sales of assetsExcluded from tax $36,520$36,520

VIII-8 Net income from fundraising eventsExcluded from tax −$120,087−$120,087

VIII-12 Total revenueRelated to mission $16,561,096 · Unrelated business $0 · Excluded from tax $608,275$19,279,888

Part IX · Statement of functional expenses $21,354,336 across 19 lines filed

IX-2 Grants to domestic individualsPrograms $2,699,323$2,699,323

IX-5 Pay of current officers, directors and key staffManagement $370,417 · Fundraising $41,157$411,574

IX-7 Other salaries and wagesPrograms $6,956,546 · Management $1,480,715 · Fundraising $320,270$8,757,531

IX-8 Pension plan contributionsPrograms $309,717 · Management $22,572 · Fundraising $5,836$338,125

IX-9 Other employee benefitsPrograms $1,509,849 · Management $295,628 · Fundraising $49,073$1,854,550

IX-10 Payroll taxesPrograms $538,962 · Management $109,240 · Fundraising $17,930$666,132

IX-11b Legal feesManagement $47,828$47,828

IX-11c Accounting feesManagement $60,463$60,463

IX-11f Investment management feesManagement $58,853$58,853

IX-11g Other fees for servicesPrograms $1,090,497 · Management $223,911 · Fundraising $49,299$1,363,707

IX-12 Advertising and promotionPrograms $5,590 · Management $541 · Fundraising $176,850$182,981

IX-13 Office expensesPrograms $148,073 · Management $183,716 · Fundraising $4,087$335,876

IX-14 Information technologyPrograms $150,620 · Management $12,249 · Fundraising $29,332$192,201

IX-16 OccupancyPrograms $439,772 · Management $61,050 · Fundraising $2,008$502,830

IX-17 TravelPrograms $57,631 · Management $55,864 · Fundraising $8,608$122,103

IX-22 Depreciation, depletion and amortizationPrograms $1,721,833 · Management $83,598 · Fundraising $7,979$1,813,410

IX-23 InsurancePrograms $262,732 · Management $12,756 · Fundraising $1,218$276,706

IX-24 Other expenses (24a–d)Programs $1,356,595 · Management $69,034 · Fundraising $54,952$1,480,581

IX-24e All other expensesPrograms $45,322 · Management $143,961 · Fundraising $279$189,562

IX-25 Total functional expensesPrograms $17,293,062 · Management $3,292,396 · Fundraising $768,878$21,354,336

Part X · Balance sheet $76,469,687 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $5,349,115$2,411,073

X-2 Savings and temporary cash investmentsStart of year $2,499,436$663,620

X-4 Accounts receivableStart of year $8,299,042$8,345,154

X-8 Inventories for sale or useStart of year $32,770$893

X-9 Prepaid expenses and deferred chargesStart of year $369,982$486,116

X-10c Land, buildings and equipment, netStart of year $21,504,225$22,178,943

X-11 Publicly traded securitiesStart of year $30,185,463$34,069,084

X-12 Other securitiesStart of year $8,223,179$8,314,804

X-16 Total assetsStart of year $76,463,212$76,469,687

X-17 Accounts payable and accrued expensesStart of year $1,828,614$1,573,474

X-19 Deferred revenueStart of year $12,182,911$11,676,693

X-21 Escrow or custodial accountsStart of year $30,330$0

X-26 Total liabilitiesStart of year $14,041,855$13,250,167

X-27 Net assets without donor restrictionsStart of year $38,655,755$38,314,970

X-28 Net assets with donor restrictionsStart of year $23,765,602$24,904,550

X-32 Total net assets or fund balancesStart of year $62,421,357$63,219,520

X-33 Total liabilities and net assetsStart of year $76,463,212$76,469,687

Part XI · Reconciliation of net assets $63,219,520 net assets at year end

XI-1 Total revenue$19,279,888

XI-2 Total expenses$21,354,336

XI-3 Revenue less expenses−$2,074,448

XI-4 Net assets at start of year$62,421,357

XI-5 Net unrealized gains (losses) on investments$2,872,611

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$63,219,520

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Charles Wright Academy FY2023 filing

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