EVERGREEN SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN SCHOOL (EIN 91-0756462)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-17
- IRS object ID
- 202422919349301462
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-17T15:09:00-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910873571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWOOD OHLUND PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4241 21ST AVE W SUITE 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910756462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 2069571526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1Txt |
| City | SHORELINE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HALSEY BELL | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 2069571526 | PhoneNum |
| Signature | 2024-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC L KIMPTON | PreparerPersonNm |
| PTIN | P01970440 | PTIN |
| Phone | 2067821767 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM HALSEY BELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1Txt |
| City | SHORELINE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,303,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVERGREENSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 215 | TotalEmployeeCnt |
| Total Volunteers | 170 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,367,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,890,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,724,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,876,264 | CYProgramServiceRevenueAmt |
| PY Investment Income | $293,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,254,018 | CYInvestmentIncomeAmt |
| PY Other Revenue | $287,838 | PYOtherRevenueAmt |
| CY Other Revenue | $89,086 | CYOtherRevenueAmt |
| PY Total Revenue | $19,673,241 | PYTotalRevenueAmt |
| CY Total Revenue | $23,110,096 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,579,181 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,497,535 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,679,077 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,499,421 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $537,631 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,384,151 | PYOtherExpensesAmt |
| CY Other Expenses | $5,115,912 | CYOtherExpensesAmt |
| PY Total Expenses | $18,642,409 | PYTotalExpensesAmt |
| CY Total Expenses | $20,112,868 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,030,832 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,997,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,884,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,249,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,339,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,883,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,545,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,366,124 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,761,086 | ExpenseAmt |
| Grant | $1,497,535 | GrantAmt |
| Revenue | $18,503,098 | RevenueAmt |
| Desc | 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 495 STUDENTS FROM PRESCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2023/2024 SCHOOL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,468,891 | ExpenseAmt |
| Revenue | $1,427,666 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,229,977 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 215 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCAN LINN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069571526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1Txt |
| City | SHORELINE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELISE HEBB | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTINE TAKAMIYA | |||||||
| VICE CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HARLYN SUSARLA | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON WEINSTEIN | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN O'BRIEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH MATTHEWS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERE CARRAL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ZANA BUGAIGHIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC BRIDGE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BOOMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAREY ARMSTRONG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK PARKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HAVEN LEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCGILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREEM BRANTLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YASEMIN OKTAY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIDYA VASU-DEVAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF RAKOW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA SOONG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK ECHELBARGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YONNIE WATKINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY BAUTISTA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS WATSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG LAGONI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY FULLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX KLEINMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HALSEY | |||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | $352,655 | $0 | $33,064 | ||
| DUNCAN LINN | |||||||
| CFO | 40.00 | Yes (X) | $164,730 | $0 | $19,341 | ||
| CATHERINE GORRISSEN | |||||||
| DIR. OF DEVELOPMENT | 40.00 | $163,325 | $0 | $20,759 | Yes (X) | ||
| TAD KEPPLER | |||||||
| CTO | 40.00 | $162,633 | $0 | $19,287 | Yes (X) | ||
| JOHN ZAPATA | |||||||
| UPPER DIV. HEAD | 40.00 | $152,625 | $0 | $11,446 | Yes (X) | ||
| TRACI BIRKETT | |||||||
| DIRECTOR OF ATHLETICS (TEMP) | 40.00 | $136,624 | $0 | $19,201 | Yes (X) | ||
| MICHELLE HARRISON | |||||||
| PRIMARY DIV. HEAD | 40.00 | $135,916 | $0 | $18,942 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,268,508 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $142,040 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $166,445 | FundraisingAmt |
| Government Grants | $7,496 | GovernmentGrantsAmt |
| All Other Contributions | $1,716,787 | AllOtherContributionsAmt |
| Noncash Contributions | $163,707 | NoncashContributionsAmt |
| Total Contributions | $1,890,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $18,262,798 | $18,262,798 |
| SUMMER & AFTER SCHOOL | 611600 | $1,427,666 | $1,427,666 |
| TRANSPORTATION | 611600 | $89,725 | $89,725 |
| FORFEITED RESERVATION DEPOSITS | 611600 | $73,675 | $73,675 |
| APPLICATION FEES | 611600 | $22,400 | $22,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,876,264 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,197,315 | TotalRevenueColumnAmt |
| Exclusion | $1,197,315 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,500 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,105,003 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,048,300 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,703 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,703 | TotalRevenueColumnAmt |
| Exclusion | $56,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,810 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $166,445 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $144,810 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,586 | TotalRevenueColumnAmt |
| Exclusion | $34,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,586 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,110,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,930,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,288,604 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,535 | TotalAmt |
| Program Services | $1,497,535 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,190 | TotalAmt |
| Program Services | $464,500 | ProgramServicesAmt |
| Management And General | $124,474 | ManagementAndGeneralAmt |
| Fundraising | $18,216 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,153,762 | TotalAmt |
| Program Services | $7,767,628 | ProgramServicesAmt |
| Management And General | $2,081,521 | ManagementAndGeneralAmt |
| Fundraising | $304,613 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,086 | TotalAmt |
| Program Services | $439,176 | ProgramServicesAmt |
| Management And General | $117,687 | ManagementAndGeneralAmt |
| Fundraising | $17,223 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,789 | TotalAmt |
| Program Services | $1,036,414 | ProgramServicesAmt |
| Management And General | $277,732 | ManagementAndGeneralAmt |
| Fundraising | $40,643 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,594 | TotalAmt |
| Program Services | $619,339 | ProgramServicesAmt |
| Management And General | $165,967 | ManagementAndGeneralAmt |
| Fundraising | $24,288 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,359 | TotalAmt |
| Program Services | $5,590 | ProgramServicesAmt |
| Management And General | $15,651 | ManagementAndGeneralAmt |
| Fundraising | $1,118 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,153 | TotalAmt |
| Program Services | $10,788 | ProgramServicesAmt |
| Management And General | $30,207 | ManagementAndGeneralAmt |
| Fundraising | $2,158 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,379 | TotalAmt |
| Management And General | $46,379 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,534 | TotalAmt |
| Program Services | $244,535 | ProgramServicesAmt |
| Management And General | $648,822 | ManagementAndGeneralAmt |
| Fundraising | $47,177 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,127 | TotalAmt |
| Program Services | $125,057 | ProgramServicesAmt |
| Management And General | $654,710 | ManagementAndGeneralAmt |
| Fundraising | $58,360 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,565 | TotalAmt |
| Program Services | $680,399 | ProgramServicesAmt |
| Management And General | $51,770 | ManagementAndGeneralAmt |
| Fundraising | $7,396 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99 | TotalAmt |
| Fundraising | $99 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,691 | TotalAmt |
| Program Services | $96,316 | ProgramServicesAmt |
| Management And General | $7,328 | ManagementAndGeneralAmt |
| Fundraising | $1,047 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,363 | TotalAmt |
| Program Services | $988,414 | ProgramServicesAmt |
| Management And General | $75,205 | ManagementAndGeneralAmt |
| Fundraising | $10,744 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,831 | TotalAmt |
| Program Services | $177,405 | ProgramServicesAmt |
| Management And General | $13,498 | ManagementAndGeneralAmt |
| Fundraising | $1,928 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOOL SUPPLIES & FIELD | $986,545 | $986,545 | ||
| PROFESSIONAL DEVELOPMEN | $127,266 | $90,336 | $34,309 | $2,621 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,112,868 | TotalAmt |
| Program Services | $15,229,977 | ProgramServicesAmt |
| Management And General | $4,345,260 | ManagementAndGeneralAmt |
| Fundraising | $537,631 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,125 | BOYAmt |
| EOY | $2,987,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,290,449 | BOYAmt |
| EOY | $4,290,341 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $277,729 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,488 | BOYAmt |
| EOY | $87,117 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,025 | BOYAmt |
| EOY | $110,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,887,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,979,448 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,491,732 | BOYAmt |
| EOY | $24,908,054 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,972,065 | BOYAmt |
| EOY | $25,905,094 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,415 | BOYAmt |
| EOY | $1,658,114 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,544 | BOYAmt |
| EOY | $25,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,884,843 | BOYAmt |
| EOY | $60,249,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,701 | BOYAmt |
| EOY | $1,516,536 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,016 | BOYAmt |
| EOY | $1,827,164 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,000 | BOYAmt |
| EOY | $2,540,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,339,717 | BOYAmt |
| EOY | $5,883,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,849,087 | BOYAmt |
| EOY | $33,732,021 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,696,039 | BOYAmt |
| EOY | $20,634,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,545,126 | BOYAmt |
| EOY | $54,366,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,884,843 | BOYAmt |
| EOY | $60,249,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,997,228 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,833,090 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,320 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,567,473 | BeginningYearBalanceAmt |
| Contributions | $105,464 | ContributionsAmt |
| Investment Earnings Or Losses | $2,425,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,000,000 | OtherExpendituresAmt |
| End Year Balance | $23,098,808 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,291,209 | BeginningYearBalanceAmt |
| Contributions | $91,448 | ContributionsAmt |
| Investment Earnings Or Losses | $1,981,202 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $796,386 | OtherExpendituresAmt |
| End Year Balance | $23,567,473 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,384,585 | BeginningYearBalanceAmt |
| Contributions | $115,089 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,209,793 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $998,672 | OtherExpendituresAmt |
| End Year Balance | $22,291,209 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,451,252 | BeginningYearBalanceAmt |
| Contributions | $176,205 | ContributionsAmt |
| Investment Earnings Or Losses | $5,757,128 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,384,585 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,427,075 | BeginningYearBalanceAmt |
| Contributions | $768,971 | ContributionsAmt |
| Investment Earnings Or Losses | -$744,794 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,451,252 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,324,100 | OtherCostOrOtherBasisAmt |
| Book Value | $3,324,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,266,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,572,159 | DepreciationAmt |
| Book Value | $19,694,273 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,088,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,407,289 | DepreciationAmt |
| Book Value | $680,929 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,208,752 | OtherCostOrOtherBasisAmt |
| Book Value | $1,208,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,908,054 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $23,399,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,833,090 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,833,090 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,566,182 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,379 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,497,535 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,543,914 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,110,096 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,578,274 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,320 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,320 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,568,954 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,379 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,497,535 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,543,914 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,112,868 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TO PAGE 10, PART IX, LINE 2: 1,497,535. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT TO PAGE 12, PART XI, LINE 9: 9,320. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO PAGE 10, PART IX, LINE 2: 1,497,535. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| SCHEDULE E, PART I, LINE 6 | RECEIVED THE LEARN TO RETURN GRANT FROM WASHINGTON STATE DEPARTMENT OF HEALTH. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING BENEFIT | Event1Nm |
| Gross Receipts Event1 | $311,255 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $166,445 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $144,810 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,503 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $44,946 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $58,170 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,990 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,201 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $311,255 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $166,445 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $144,810 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,503 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $44,946 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $58,170 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,990 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,201 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $144,810 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 58 | $1,406,734 | BOOK | TUITION REDUCTION |
| FAST | 18 | $45,045 | BOOK | FINANCIAL GRANT |
| AUXILIARY PROGRAM DISCOUNTS | 58 | $25,808 | BOOK | DISCOUNTS ON AUXILIARY PROGRAM PRICES |
| ADDITIONAL FINANCIAL AID | 58 | $19,948 | BOOK | FINANCIAL GRANT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID COMMITTEE REVIEWS THE APPLICATION FORMS AND AWARDS AID, AND SCHOLARSHIPS BASED UPON THE BOARD APPROVED FINANCIAL AID POLICY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HALSEY | ||||||||||||||
| HEAD OF SCHOOL | $352,655 | $0 | $0 | $0 | $0 | $0 | $23,100 | $0 | $9,964 | $0 | $385,719 | $0 | $0 | $0 |
| CATHERINE GORRISSEN | ||||||||||||||
| DIR. OF DEVELOPMENT | $163,325 | $0 | $0 | $0 | $0 | $0 | $11,433 | $0 | $9,326 | $0 | $184,084 | $0 | $0 | $0 |
| DUNCAN LINN | ||||||||||||||
| CFO | $164,730 | $0 | $0 | $0 | $0 | $0 | $11,426 | $0 | $7,915 | $0 | $184,071 | $0 | $0 | $0 |
| TAD KEPPLER | ||||||||||||||
| CTO | $162,633 | $0 | $0 | $0 | $0 | $0 | $11,279 | $0 | $8,008 | $0 | $181,920 | $0 | $0 | $0 |
| JOHN ZAPATA | ||||||||||||||
| UPPER DIV. HEAD | $152,625 | $0 | $0 | $0 | $0 | $0 | $10,684 | $0 | $762 | $0 | $164,071 | $0 | $0 | $0 |
| TRACI BIRKETT | ||||||||||||||
| DIRECTOR OF ATHLETICS (TEMP) | $136,624 | $0 | $0 | $0 | $0 | $0 | $9,564 | $0 | $9,637 | $0 | $155,825 | $0 | $0 | $0 |
| MICHELLE HARRISON | ||||||||||||||
| PRIMARY DIV. HEAD | $135,916 | $0 | $0 | $0 | $0 | $0 | $9,514 | $0 | $9,428 | $0 | $154,858 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $66,600 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REDUCTION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $163,707 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE CHAIR 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: -9,320. |
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