2022-03-29T17:23:31-05:00 2021-06-30 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2020-07-01 910981488 EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 ABBY KELSO EXECUTIVE DIRECTOR 3608676300 2022-03-29 1 ABBY KELSO XXX-XX-XXXX CORA P THORDARSON P01332199 2535667070 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ABBY KELSO 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 6581377 0 X WWW.EVERGREEN.EDU/FOUNDATION X 1976 WA WE ARE DEDICATED TO BUILDING AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE BY RAISING PRIVATE GIFTS FROM OUR REMARKABLE DONORS. PRIVATE GIFTS FUND STUDENT AID, PROGRAMS, AND CRITICAL NEEDS THROUGHOUT THE COLLEGE. 17 17 0 22 0 0 3949527 5863304 0 0 248906 567452 65164 150621 4263597 6581377 2997071 2564777 0 0 0 0 1694376 0 78571 0 348987 4691447 2913764 -427850 3667613 22237558 29119022 115246 160367 22122312 28958655 X WE ARE DEDICATED TO BUILDING AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE BY RAISING PRIVATE GIFTS FROM OUR REMARKABLE DONORS. PRIVATE GIFTS FUND STUDENT AID, PROGRAMS, AND CRITICAL NEEDS THROUGHOUT THE COLLEGE. 0 0 1246648 1246648 STUDENT AID.EVERGREEN HAS A LONG TRADITION OF SERVING A DIVERSE POPULATION OF STUDENTS. ALMOST ONE THIRD OF THE COLLEGE'S STUDENTS ARE FIRST IN THEIR FAMILY TO GO TO COLLEGE. ROUGHLY THREE QUARTERS OF EVERGREEN'S STUDENTS RECEIVE FINANCIAL AID AND 35% HAVE INCOMES BELOW THE FEDERAL POVERTY LEVEL. SCHOLARSHIPS AND FELLOWSHIPS HELP EVERGREEN STUDENTS STAY IN SCHOOL, EARN THEIR DEGREES, AND MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. IN THE 2020-2021 ACADEMIC YEAR, 270 STUDENTS RECEIVED DONOR-FUNDED SCHOLARSHIPS AND 225 STUDENTS RECEIVED EMERGENCY AID TO ASSIST WITH EXPENSES FROM UNEXPECTED EMERGENCIES. 661009 623395 ACADEMIC SUPPORT, RESEARCH, AND OTHER COLLEGE SUPPORT.THE FOUNDATION PROVIDES SUPPORT TO THE COLLEGE THAT ADDS EXCELLENCE TO THE EVERGREEN EDUCATIONAL EXPERIENCE. FOUNDATION SUPPORT FOR THE COLLEGE BOLSTERS A VARIETY OF PROGRAMS, INCLUDING FACULTY PROFESSIONAL DEVELOPEMENT AND RESEARCH, THE KAOS RADIO STATIONS, THE LIBRARY, THE EVERGREEN STUDENT CIVIC ENGAGEMENT INSTITUTE, ENTREPRENEURSHIP, VARIOUS LECTURE SERIES, AND THE CENTER FOR CREATIVE AND APPLIED MEDIA. 630928 575625 PUBLIC SERVICE CENTERS.IN DEMONSTRATION OF EVERGREEN'S STRONG COMMITMENT TO GIVE BACK TO THE COMMUNITIES IT SERVES, THE COLLEGE CURRENTLY OPERATES PUBLIC SERVICE CENTERS INCLUDING THE LONGHOUSE EDUCATION AND CULTURAL CENTER, THE CENTER FOR COMMUNITY-BASED LEARNING AND ACTION, THE WASHINGTON CENTER FOR IMPROVING UNDERGRADUATE EDUCATION, AND THE SUSTAINABILITY IN PRISIONS PROJECT. THE FOUNDATION SUPPORTS THESE PUBLIC SERVICE CENTERS BY SECURING AND ADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. 139488 119109 IN-KIND SUPPORT FROM MANAGEMENT AND FUNDRAISING. 139488 119109 2678073 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X DAVE KOHLER 3608676451 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 X JOHN HENNESSEY PAST CHAIR 1.00 X X 0 0 0 CHRIS MESERVE CHAIR 1.00 X X 0 0 0 LESLIE OWEN VICE CHAIR 1.00 X X 0 0 0 PAM MACEWAN 2ND VICE CHAIR 1.00 X X 0 0 0 CHRIS MEYERS SECRETARY 1.00 X X 0 0 0 BEN ANDERSON CHAIR AUDIT COMMITTEE 1.00 X 0 0 0 KORBETT MOSELY CHAIR COMMITTE OF GOVERNORS 1.00 X 0 0 0 BETSY DONNELLY CHAIR DEVELOPMENT, ALUMNI & FRIENDS COMMITTEE 1.00 X 0 0 0 CHRISTY HOLZ CHAIR FINANCE & INVESTMENT COMMITTEE 1.00 X 0 0 0 MADELEINE BEATTY-LAGERBERG GOVERNOR 1.00 X 0 0 0 SCOTT KAUFFMAN GOVERNOR 1.00 X 0 0 0 RAFAEL LOZANO GOVERNOR 1.00 X 0 0 0 MARCIA MUELLER GOVERNOR 1.00 X 0 0 0 ADAM SACHS GOVERNOR 1.00 X 0 0 0 OSCAR SOULE GOVERNOR 1.00 X 0 0 0 ERWIN VIDALLON GOVERNOR 1.00 X 0 0 0 GEORGE BRIDGES EX-OFFICIO GOVERNOR 1.00 X 0 0 0 JOHN CARMICHAEL TREASURER 1.00 X X 0 0 0 ED ZUCKERMAN EX-OFFICIO GOVERNOR 1.00 X 0 0 0 AMANDA WALKER EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 252283 5611021 432219 5863304 567452 567452 0 252283 0 0 ADMINISTRATION FEES 611710 150621 150621 150621 6581377 150621 0 567452 1408211 1408211 1156566 1156566 6345 407 5938 3737 1606 2093 38 47926 4276 15785 27865 3830 1568 2243 19 PURCHASED SERVICES 122122 84217 36315 1590 IN-KIND SUPPLIES AND EQ 100612 10061 50306 40245 MISCLELLANEOUS 44803 6804 36828 1171 SUPPLIES 16801 4566 11648 587 2811 198 1495 1118 2913764 2678073 157120 78571 4050906 5517717 2081501 2889423 7092 0 458969 561595 14769331 19644004 869759 506283 22237558 29119022 115246 160367 115246 160367 X 2029261 2998062 20093051 25960593 22122312 28958655 22237558 29119022 3667613 4553435 30663 -1415368 0 X X 0 1 X 1 0 X 3092353 1963351 3068031 2715935 5863304 16702974 1307136 1585342 1324867 1229598 1119664 6566607 4399489 3548693 4392898 3945533 6982968 23269581 23269581 470399 507513 546900 248906 567452 2341170 150621 150621 25761372 0.90330 0.77240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 14808216 532560 5037817 611181 19767412 14923563 355812 155334 626493 14808216 12747120 1967622 775523 566702 14923563 11851441 236941 1072245 413507 12747120 10565909 292386 1344918 351772 11851441 0.06000 0.52000 0.42000 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 19644004 F 19644004 12254476 4553435 1119664 5673099 6581377 0 6581377 4002765 1089001 1089001 2913764 0 2913764 ART OF GIVING 252283 252283 252283 252283 0 EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 1408211 PROVIDE SUPPORT TO THE COLLEGE STUDENT SCHOLARSHIPS 270 888403 EMERGENCY FUNDS FOR STUDENT 225 268163 PART 1, LINE 2-PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE FOUNDATION WORKS CLOSELY WITH COLLEGE OFFICES TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. THE ADVANCES OFFICE COORDINATES APPLICATION SUBMISSIONS AND REPORTING PROCESSES. THE BUSINESS SERVICE OFFICE MONITORS EXPENDITURES AND ITS STAFF INCLUDING AN ACCOUNTANT WITH RESPONSIBILITIES FOR ALL GRANT ACCOUNTING. GEORGE BRIDGES PRESIDENT OF THE COLLEGE 6121 CAR ALLOWANCE X 2049 330965 FAIR MARKET VALUE X SUPPLIES & EQUIPMENT USE 55 101254 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS. THE FOUNDATION USES A BROKER TO SELL SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT FIRM FOR THE FOUNDATION COMPLETES THE SCHEDULES AND CHECKLISTS AFTER THE EVERGREEN COLLEGE FOUNDATION AUDIT IS COMPLETE. THE DRAFT FORM 990 IS THEN TRANSMITTED TO THE EVERGREEN STATE COLLGEGE FOUNDATION BOARD AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE AUDIT COMMITTEE REVIEW, PROVIDE COMMENTS AND QUESTIONS ON THE TAX RETURN, DURING WHICH TIME A CONFERENCE CALL WILL BE SCHEDULED WITH THE COMMITTEE AND VICE-PRESIDENT OF FINANCE OR HIS DELEGATE AND ALL MEMBERS OF THE BOARD. ADVANCEMENT STAFF AND MEMBER'S OF THE COLLEGE'S BUSINESS SERVICES STAFF WILL ALSO BE ASKED TO JOIN THE CALL, OR OTHERWISE BE AVILABLE TO RESPOND TO THE COMMITEE OR BOARD QUESTIONS ABOUT THE DRAFT. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW OF FORM 990 IS CONDUCTED BY THE AUDIT COMMITTEE VIA CONFERENCE CALL, WITH PARTICIPATION OF THE FULL BOARD BEING WELCOMED AND ENCOURAGED. THE REVIEW BEGINS BY COLLEGE'S VICE PRESIDENT OF FINANCE OR HIS DELEGATE. UNDERLYING DATA THAT SUPPORT THE RETURN MAYBE REQUESTED BY THE BOARD. THE BOARD REVIEWS THE RETURN TO MAKE SURE IT IS CONSISTENT WITH THE FINANCIAL STATEMENTS, THE GOVERNANCE QUESTIONAIRE ARE ANSWERED CORRECTLY, THE DESCRIPTIVE INFORAMTION REFLECTS THE FOUNDATION'S POSITIONS, DESRCIPTION OF THE PROGRAMS ARE ACCURATE, AND THE RETURN IS COMPLETE. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS FINALIZED, INCLUDING ANY CHANGES SUGGESTED BY THE AUDIT COMMITTEE, BEFORE THE TAX DEADLINE. BOARD MEMBERS ARE NOTIFIED VIA EMAIL THAT THE FINAL FORM 990, INCLUDING SCHEDULES, ARE AVAILABLE FOR REVIEW AND ATTACHED TO THE EMAIL. THE EXECUTIVE DIRECTOR THEN SIGNS THE RETURN AND THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONAIRE IS SENT OUT TO ALL BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE EITHER ON THE WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE REVIEW PROCESS FOR THE 990 HAS NOT CHANGED FROM THE PRIOR YEAR. EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 STATE COLLEGE WA 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 EVERGREEN STATE COLLEGE B 1408211 FAIR MARKET VALUE EVERGREEN STATE COLLEGE N 131276 FAIR MARKET VALUE EVERGREEN STATE COLLEGE O 1089001 FAIR MARKET VALUE