2023-02-15T15:01:31-06:00 2022-06-30 BDO USA LLP 601 Union Street Suite 2300 Seattle WA 98101 990 2021-07-01 910756462 Evergreen School % DUNCAN LINN EVER 2069571526 15201 Meridian Avenue N Shoreline WA 98133 Halsey Bell Head of School 2069571526 2023-02-14 true Halsey Bell 999009999 Matthew Frerker P01677675 2063827777 2023-02-14 2021 2023-03-07 01:45:13Z Halsey Bell 15201 Meridian Avenue N Shoreline WA 98133 19961998 false 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 23 227 500 0 1651893 1499351 14661954 16306000 4354121 890986 34744 -7613 20702712 18688724 1422886 1410612 0 0 10991719 11314164 0 0 421722 3076435 3969349 15491040 16694125 5211672 1994599 55857454 54109732 7630494 7610099 48226960 46499633 We inspire highly capable, creative learner to lead with curiosity, compassion, and courage in a diverse and dynamic world. false false 11925567 1410612 15154955 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 491 students from pre-school through the eighth grade were enrolled during the 2021-2022 school year. 1097678 1151045 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. 13023245 true true false false false false false false false true true false false false false false true false true false true false false false true false false false true true false false false false true false false false true false false false false false false false false true 56 0 true 227 true false false false false false true true false false false false false false X 23 23 false false false false false false false true true false false false true true true true true true true false X DUNCAN LINN 2069571526 15201 MERIDIAN AVENUE N Shoreline WA 98133 Halsey Bell Head Of School 50.0 0.0 X 291575 0 21751 Debra Lee-Rizzi CFO 40.0 0.0 X 212592 0 30522 Kate Gorrissen Director of Development 40.0 0.0 X 147655 0 10451 Stephanie Wright Upper Division Head 40.0 0.0 X 124835 0 24082 Tad Kepper Chief Technology Officer 40.0 0.0 X 119925 0 9799 Michelle Harrison Primary Division Head 40.0 0.0 X 121013 0 8585 Kathleen Baldi Dir. of Communications 40.0 0.0 X 107279 0 7612 Kristine Takamiya Board Chair 10.0 0.0 X X 0 0 0 Max Kleinman Vice-Chair 6.0 0.0 X X 0 0 0 John O'Brien Treasurer 4.0 0.0 X X 0 0 0 Tere Carral Secretary 4.0 0.0 X X 0 0 0 Ibrahim Ali Trustee 2.0 0.0 X 0 0 0 Catherine Booms Trustee 2.0 0.0 X 0 0 0 Nick Echelbarger Trustee 2.0 0.0 X 0 0 0 Neda Sedghi Trustee 2.0 0.0 X 0 0 0 Christine Howell Trustee 2.0 0.0 X 0 0 0 Elise Hebb Trustee 2.0 0.0 X 0 0 0 Haven Ley Trustee 2.0 0.0 X 0 0 0 Keith Matthews Trustee 2.0 0.0 X 0 0 0 Mike McGill Trustee 2.0 0.0 X 0 0 0 Yasemin Oktay Trustee 2.0 0.0 X 0 0 0 Nick Parker Trustee 2.0 0.0 X 0 0 0 Jeff Rakow Trustee 2.0 0.0 X 0 0 0 Chris Watson Trustee 2.0 0.0 X 0 0 0 Dana Soong Trustee 2.0 0.0 X 0 0 0 Yonnie Watkins Trustee 2.0 0.0 X 0 0 0 Jason Weinstein Trustee 2.0 0.0 X 0 0 0 Kristin Church Trustee 2.0 0.0 X 0 0 0 Hanson Hosein Trustee 2.0 0.0 X 0 0 0 Aimee Lloyd Trustee 2.0 0.0 X 0 0 0 Kate Schwarz Trustee 2.0 0.0 X 0 0 0 1124874 0 112802 7 false true false 0 268477 282566 948308 80284 1499351 Tuition & Fees 611600 15154955 15154955 Summer & After School 611600 1008477 1008477 Application Fees 611600 18250 18250 Forfeited Tuition 611600 84918 84918 TRANSPORTATION 611600 39400 39400 16306000 655532 655532 0 0 33000 33000 0 33000 33000 1346498 26416 1116484 20976 230014 5440 235454 235454 94024 268477 135814 -41790 -41790 0 0 0 0 0 0 Other income 900099 1177 1177 1177 18688724 16339000 850373 0 1410612 1410612 0 0 612557 468606 125574 18377 0 8323343 6367357 1706286 249700 486708 372332 99775 14601 1176238 899822 241129 35287 715318 547218 146640 21460 0 17912 4478 12538 896 36100 9025 25270 1805 0 0 48119 48119 191424 47345 135014 9065 0 703776 105569 548943 49264 0 0 708926 652212 49625 7089 0 0 0 68232 62774 4776 682 0 1048517 964636 73396 10485 120511 110870 8436 1205 Curriculum 938152 938152 Professional development 87680 62237 23637 1806 16694125 13023245 3249158 421722 1764641 2689861 3336870 2370580 107206 6498 0 0 0 0 0 0 0 0 0 0 255798 283938 33376764 10831550 20737054 22545214 27844368 24060027 1761201 2111684 0 0 50316 41930 0 0 55857454 54109732 1167816 1216321 0 0 2552678 2928778 3910000 3465000 0 0 0 0 0 0 0 0 0 0 7630494 7610099 X 29102040 28985082 19124920 17514551 48226960 46499633 55857454 54109732 X 1994599 -3630751 -91175 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25384585 115089 -2209793 998672 22291209 19451252 176205 5757128 25384585 19427075 768971 -744794 19451252 18355851 562941 508283 19427075 16106767 1278718 970366 18355851 0.21480 0.61190 0.17330 false false 2399600 2399600 28576126 8961920 19614206 2401038 1869630 531408 22545214 13599242 -3630751 -3630751 17229993 48119 1410612 1458731 18688724 15236063 669 669 15235394 48119 1410612 1458731 16694125 Part XI, Line 4b: Financial aid netted with revenue on the financial statements:$1,410,612 Part XII, Line 2d: Bad Debt Expense: $669 Part XI, Line 4: Financial aid netted with revenue on the financial statements:$1,410,612 Part V, Line 4: THE EARNINGS FROM THE FIVE ENDOWMENT FUNDS SUPPORT UNDESIGNATED, PROFESSIONAL DEVELOPMENT, STEWARDSHIP OF CAMPUS ASSETS, OUTREACH/ENRICHMENT, AND FINANCIAL AID PROGRAMS. true true true true true true true false false false false false false false false false false true 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. Central America and the Caribbean 0 0 Investments 352273 0 0 0 0 352273 352273 false false true false false false Spring Benefit 362501 268477 94024 400 48365 46300 19020 21729 0 362501 268477 94024 400 48365 46300 19020 21729 135814 -41790 true Financial aid 71 1368006 Book Tuition reduction FAST 11 9029 book Financial grant Additional Financial Aid 71 33577 book Financial Grant Part I Description of Procedure for Monitoring Use of Funds The Financial Aid Committee reviews the application forms and awards aid and scholarships based upon the board approved financial aid policy. X false false false false false false false false false Halsey Bell Head Of School 291575 18198 3553 313326 Debra Lee-Rizzi CFO 212592 15526 14996 243114 Kate Gorrissen Director of Development 147655 10336 115 158106 NA Trustee 28020 Financial Aid Tuition Reduction NA Trustee 57760 Financial Aid Tuition Reduction Trustee 58745 Financial Aid Tuition Reduction X 11 80284 Fair Market Value false true false 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 2022, and the CFO's compensation was last reviewed in July 2022 (prior CFO compensation was reviewed in March 2021). 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, Changes in Net Assets: Bad debt expense: -$91,175