2024-02-26T12:09:14-06:00 2023-06-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2022-07-01 910756462 EVERGREEN SCHOOL EVER 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 WILLIAM HALSEY BELL HEAD OF SCHOOL 2069571526 2024-02-26 1 WILLIAM HALSEY BELL 999009999 1 MATT S SMITH P01920313 2067821767 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM HALSEY BELL 15201 MERIDIAN AVE N SHORELINE WA 98133 21679498 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 23 23 206 500 0 0 1499351 1367922 16306000 17724037 890986 293444 -7613 287838 18688724 19673241 1410612 1579181 0 0 11314164 12679077 0 0 478694 3969349 4384151 16694125 18642409 1994599 1030832 54109732 55884843 7610099 6339717 46499633 49545126 WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 0 0 13165639 1579181 16404760 EVERGREEN SCHOOL STRIVES TO DEVELOP IN ITS CHILDREN A COMPASSIONATE ATTITUDE TOWARD THE ENVIRONMENT AND A CURIOSITY WITH WHICH THEY GO WANDERING THROUGH LIFE, A PREREQUISITE FOR HIGHER LEVEL THOUGHT. THE SCHOOL CHALLENGES MULTIPLE PERSPECTIVES AND ULTIMATELY STRETCHES ITS STUDENTS MINDS THROUGH THE EIGHTH GRADE. APPROXIMATELY 487 STUDENTS FROM PRESCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2022/2023 SCHOOL YEAR. 1279354 0 1372077 THE EMPHASIS OF THE EVERGREEN SCHOOL'S SUMMER PROGRAM, EXTENDED CARE, AFTER SCHOOL CLASSES AND SEEDLINGS PROGRAMS IS ON EMBRACING OUR NATURAL ENVIRONMENT, NURTURING PROBLEM SOLVING AND THINKING SKILLS OF YOUNG STUDENTS, FOSTERING THEIR ARTISTIC AND CREATIVE ABILITIES, AND PROVIDING MANY OPPORTUNITIES FOR HEALTHY RECREATION AND SOCIALIZATION. 14444993 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 206 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DUNCAN LINN 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 KRIS TAKAMIYA BOARD CHAIR 10.00 X X 0 0 0 ELISE HEBB VICE CHAIR 6.00 X X 0 0 0 JOHN O'BRIEN TREASURER 4.00 X X 0 0 0 TERE CARRAL SECRETARY 4.00 X X 0 0 0 IBRAHIM ALI TRUSTEE 2.00 X 0 0 0 CATHERINE BOOMS TRUSTEE 2.00 X 0 0 0 KAREEM BRANTLEY TRUSTEE 2.00 X 0 0 0 ZANA BUGAIGHIS TRUSTEE 2.00 X 0 0 0 NICK ECHELBARGER TRUSTEE 2.00 X 0 0 0 COURTNEY FULLER TRUSTEE 2.00 X 0 0 0 CHRISTINE HOWELL TRUSTEE 2.00 X 0 0 0 MAX KLEINMAN TRUSTEE 2.00 X 0 0 0 HAVEN LEY TRUSTEE 2.00 X 0 0 0 KEITH MATTHEWS TRUSTEE 2.00 X 0 0 0 MIKE MCGILL TRUSTEE 2.00 X 0 0 0 YASEMIN OKTAY TRUSTEE 2.00 X 0 0 0 NICK PARKER TRUSTEE 2.00 X 0 0 0 JEFF RAKOW TRUSTEE 2.00 X 0 0 0 STAN RYAN TRUSTEE 2.00 X 0 0 0 DANA SOONG TRUSTEE 2.00 X 0 0 0 HARLYN SUSARLA TRUSTEE 2.00 X 0 0 0 YONNIE WATKINS TRUSTEE 2.00 X 0 0 0 JASON WEINSTEIN TRUSTEE 2.00 X 0 0 0 WILLIAM HALSEY BELL HEAD OF SCHOOL 50.00 X 326069 0 17823 DEBRA LEE-RIZZI CFO 40.00 X 137419 0 9473 DAN WAGNER CFO 40.00 X 108231 0 7576 CATHERINE A GORRISON DIRECTOR OF DEVELOPMENT 40.00 X 154285 0 10791 TAD K KEPPLER CTO 40.00 X 132147 0 9135 CHRISTINA E CLEMENTE DIRECTOR OF ENROLLMENT 40.00 X 129586 0 8960 MICHELLE R HARRISON PRIMARY DIVISION HEAD 40.00 X 128430 0 8980 KATHLEEN BALDI DIRECTOR OF COMMUNICATIONS 40.00 X 118758 0 8192 1234925 0 80930 8 0 1 0 0 86074 47928 1233920 75581 1367922 TUITION 611600 16324060 16324060 SUMMER & AFTER SCHOOL 611600 1265952 1265952 FORFEITED RESERVATION DEPOSITS 611600 62100 62100 TRANSPORTATION 611600 53325 53325 APPLICATION FEES 611600 18600 18600 17724037 904049 904049 52800 0 52800 52800 52800 1274677 1885282 -610605 -610605 -610605 305881 86074 120975 184906 184906 MISCELLANEOUS REVENUE 900099 50132 50132 50132 19673241 17776837 0 528482 1579181 1579181 505754 386902 103679 15173 9530878 7291124 1953828 285926 543091 415464 111334 16293 1330708 1017992 272795 39921 768646 588015 157572 23059 44269 10975 31172 2122 64941 16100 45728 3113 39856 9881 28064 1911 430866 106818 303392 20656 692055 103215 540673 48167 695979 640300 48719 6960 91477 84159 6403 915 1073535 987653 75147 10735 144175 132641 10092 1442 SCHOOL SUPPLIES & FIELD 995257 995257 PROFESSIONAL DEVELOPMEN 111741 79316 30124 2301 18642409 14444993 3718722 478694 2689861 2229125 2370580 3290449 6498 0 31488 283938 223025 34396817 11905085 22545214 22491732 24060027 25972065 2111684 1613415 41930 33544 54109732 55884843 1216321 1298701 2928778 2031016 3465000 3010000 7610099 6339717 X 28985082 30849087 17514551 18696039 46499633 49545126 54109732 55884843 X 1030832 2039755 -25094 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22291209 91448 1981202 796386 23567473 25384585 115089 -2209793 998672 22291209 19451252 176205 5757128 25384585 19427075 768971 -744794 19451252 18355851 562941 508283 19427075 0.20670 0.58260 0.21070 0 0 2743600 2743600 28749130 9762280 18986850 2686102 2142805 543297 217985 217985 22491732 20133815 2039755 2039755 18094060 1579181 1579181 19673241 17088322 25094 25094 17063228 1579181 1579181 18642409 PART V, LINE 4: THE EARNINGS FROM ENDOWMENT FUNDS SUPPORT UNDESIGNATED PROFESSIONAL DEVELOPMENT, STEWARDSHIP OF CAMPUS ASSETS, OUTREACH AND ENRICHMENT, AND FINANCIAL AID PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTED: 1,579,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES: 25,094. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTED: 1,579,181. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 EVERGREEN SCHOOL IS A MEMBER OF THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS). NWAIS PLACES AN ADVERTISEMENT IN LOCAL NEWSPAPERS PUBLICIZING THE NON-DISCRIMINATORY POLICY. SPRING BENEFIT 391955 86074 305881 216 35904 53023 16246 15586 391955 86074 305881 216 35904 53023 16246 15586 120975 184906 1 FINANCIAL AID 66 1475135 BOOK TUITION REDUCTION FAST 14 31500 BOOK FINANCIAL GRANT ADDITIONAL FINANCIAL AID 66 14330 BOOK FINANCIAL GRANT AUXILIARY PROGRAM DISCOUNTS 66 58216 BOOK DISCOUNTS ON AUXILIARY PROGRAM PRICES PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS THE APPLICATION FORMS AND AWARDS AID, AND SCHOLARSHIPS BASED UPON THE BOARD APPROVED FINANCIAL AID POLICY. X 0 0 0 0 0 0 0 0 0 WILLIAM HALSEY BELL HEAD OF SCHOOL 326069 0 0 0 0 0 17823 0 0 0 343892 0 0 0 CATHERINE A GORRISON DIRECTOR OF DEVELOPMENT 154285 0 0 0 0 0 10791 0 0 0 165076 0 0 0 NA TRUSTEE 39540 FINANCIAL AID TUITION REDUCTION NA TRUSTEE 57885 FINANCIAL AID TUITION REDUCTION X 4 75581 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 DRAFT IS REVIEWED BY THE EVERGREEN SCHOOL CONTROLLER, THE CFO, AND AN INDEPENDENT CPA FIRM, AND THE SECOND DRAFT IS REVIEWED BY THE FINANCE COMMITTEE CHAIR. FOLLOWING THE REVIEW PROCESS, THE HEAD OF SCHOOL SIGNS THE FINAL FORM 990. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS DISTRIBUTED TO THE EVERGREEN SCHOOL BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST SURVEY ONCE A YEAR. THE CFO REVIEWS THE SURVEYS TO DETERMINE IF THERE ARE ANY POSSIBLE CONFLICTS. ANY CONFLICTS FOUND WOULD BE DISCLOSED TO THE HEAD OF SCHOOL AND CHAIRPERSON OF THE BOARD WHO WOULD EVALUATE IT. IN THE EVENT OF A CONFLICT OF INTEREST, A TRUSTEE HAS A DUTY TO (I) DISCLOSE THE CONFLICT TO OTHER MEMBERS OF THE BOARD OR COMMITTEE, (II) REFRAIN FROM ENGAGING IN THE DISCUSSION OR ACTION UNDER CONSIDERATION, AND (III) RECUSE HIMSELF OR HERSELF FROM ANY VOTE ON THE ACTION BEFORE THE BOARD OR COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE HEAD OF SCHOOL'S COMPENSATION, AND THE HEAD OF SCHOOL REVIEWS CFO COMPENSATION ANNUALLY USING NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS), NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, (NAIS), AND LOCAL, REGIONAL AND NATIONAL SALARY SURVEYS AS COMPENSATION GUIDELINES. THE HEAD OF SCHOOL'S COMPENSATION WAS LAST REVIEWED IN JUNE 2023, AND THE CFO'S COMPENSATION WAS LAST REVIEWED IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSES: -25,094.