2021-11-15T11:20:08-06:00 2021-06-30 135381590 BDO USA LLP 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2020-07-01 910756462 EVERGREEN SCHOOL EVER 2069571526 15201 MERIDIAN AVENUE N SHORELINE WA 98133 DEBRA LEE-RIZZI CFO 2069571522 2021-11-11 1 DEBRA LEE-RIZZI 999009999 BOB BOWMAN P02061718 2063827777 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HALSEY BELL 15201 MERIDIAN AVENUE N SHORELINE WA 98133 21688580 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. 22 22 166 500 0 0 1209489 1651893 14636252 14661954 905075 4354121 -16011 34744 16734805 20702712 1297536 1422886 0 0 10265042 10991719 0 0 394211 3496578 3076435 15059156 15491040 1675649 5211672 48041273 55857454 6944964 7630494 41096309 48226960 WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 0 0 11157370 1422886 14481650 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 493 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2020-2021 SCHOOL YEAR. 959919 206704 THE EMPHASIS OF THE EVERGREEN SCHOOL'S SUMMER AND AFTER SCHOOL 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. 12117289 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 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 43 0 1 166 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DEBRA LEE-RIZZI 2069571526 15201 MERIDIAN AVENUE N SHORELINE WA 98133 MAX KLEINMAN CHAIR 10.00 X X 0 0 0 KRISTINE TAKAMIYA VICE-CHAIR 6.00 X X 0 0 0 JOHN O'BRIEN TREASURER 4.00 X X 0 0 0 KATE SCHWARZ SECRETARY 4.00 X X 0 0 0 IBRAHIM ALI TRUSTEE 2.00 X 0 0 0 RICHARD AU TRUSTEE 2.00 X 0 0 0 CATHERINE BOOMS TRUSTEE 2.00 X 0 0 0 TERE CARRAL TRUSTEE 2.00 X 0 0 0 KRISTIN CHURCH TRUSTEE 2.00 X 0 0 0 NICK ECHELBARGER TRUSTEE 2.00 X 0 0 0 JOE FERGUSON TRUSTEE 2.00 X 0 0 0 HANSON HOSEIN TRUSTEE 2.00 X 0 0 0 CHRISTINE HOWELL TRUSTEE 2.00 X 0 0 0 AIMEE HUFF 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 NICK PARKER TRUSTEE 2.00 X 0 0 0 JEFF RAKOW TRUSTEE 2.00 X 0 0 0 NEDA SDGHI TRUSTEE 2.00 X 0 0 0 DANA SOONG TRUSTEE 2.00 X 0 0 0 YONNIE WATKINS TRUSTEE 2.00 X 0 0 0 HALSEY BELL HEAD OF SCHOOL 50.00 X 214285 0 36577 DEBRA LEE-RIZZI CFO 40.00 X 195656 0 23810 VERONICA CODRINGTON CAZEAU HEAD OF SCHOOL 40.00 X 197878 0 16414 SUSAN SMITH DIRECTOR OF ADMISSIONS 40.00 X 125388 0 17769 KATE GORRISSEN DIRECTOR OF DEVELOPMENT 40.00 X 141858 0 19056 DANIELLE LADD DIRECTOR OF SPECIAL PROGRAMS 40.00 X 105101 0 16369 MICHELLE HARRISON PRIMARY DIVISION HEAD 40.00 X 101336 0 27410 1081502 0 157405 7 0 1 0 0 264336 412465 975092 78362 1651893 TUITION & FEES 611600 14420250 14420250 SUMMER & AFTER SCHOOL 611600 206704 206704 FORFEITED TUITION 611600 19300 19300 APPLICATION FEES 611600 15700 15700 14661954 715951 715951 26400 0 26400 26400 26400 4580891 942721 3638170 3638170 3638170 50690 264336 43147 7543 7543 OTHER INCOME 900099 801 801 801 20702712 14688354 0 4362465 1422886 1422886 554027 426506 111242 16279 8095823 6232402 1625537 237884 478845 368629 96146 14070 1161649 894272 233244 34133 701375 539939 140827 20609 28551 28551 33600 33600 23051 23051 121150 45443 66920 8787 571838 93405 477387 1046 573770 488729 37186 47855 71591 65864 5011 716 983143 904492 68820 9831 119168 109634 8342 1192 CURRICULUM 462749 462749 PROFESSIONAL DEVELOPMEN 87824 62339 23676 1809 15491040 12117289 2979540 394211 1004223 1764641 3140866 3336870 148594 107206 20769 0 299073 255798 30531109 9794055 20857892 20737054 21305539 27844368 1205614 1761201 58703 50316 48041273 55857454 1102176 1167816 1502788 2552678 4340000 3910000 6944964 7630494 X 25980071 29102040 15116238 19124920 41096309 48226960 48041273 55857454 X 5211672 1919154 -175 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19451252 176205 5757128 25384585 19427075 768971 -744794 19451252 18355851 562941 508283 19427075 16106767 1278718 970366 18355851 7621322 7055999 1429446 16106767 0.25130 0.53280 0.21590 0 0 1460600 1460600 26823763 8195347 18628416 2246746 1598708 648038 20737054 21175929 1919154 1919154 19256775 23051 1422886 1445937 20702712 14045103 0 14045103 23051 1422886 1445937 15491040 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 1,422,886. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 1,422,886. 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. CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 459006 0 0 0 0 0 0 459006 0 459006 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 2021 SPRING BENEFIT 315026 264336 50690 650 20104 4291 15087 3015 315026 264336 50690 650 20104 4291 15087 3015 43147 7543 1 FINANCIAL AID 69 1414351 BOOK TUITION REDUCTION FAST 17 5424 BOOK FINANCIAL GRANTS BEYOND TUITION ADDITIONAL FINANCIAL AID 21 3111 BOOK FINANCIAL GRANTS BEYOND TUITION 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 HALSEY BELL HEAD OF SCHOOL 214285 0 0 0 0 0 15225 0 21352 0 250862 0 0 0 DEBRA LEE-RIZZI CFO 195656 0 0 0 0 0 14651 0 9159 0 219466 0 0 0 VERONICA CODRINGTON CAZEAU HEAD OF SCHOOL 197878 0 0 0 0 0 11716 0 4698 0 214292 0 0 0 KATE GORRISSEN DIRECTOR OF DEVELOPMENT 141858 0 0 0 0 0 9889 0 9167 0 160914 0 0 0 TRUSTEE 33600 FINANCIAL AID TUITION REDUCTION TRUSTEE 84700 FINANCIAL AID TUITION REDUCTION X 12 78362 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/CEO, AND AN INDEPENDENT CPA FIRM, AND THE SECOND DRAFT IS REVIEWED BY THE FINANCE COMMITTEE CHAIR. FOLLOWING THE REVIEW PROCESS, THE CFO 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 COO/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 2020, AND THE COO/CFO COMPENSATION WAS LAST REVIEWED IN FEBRUARY 2020. 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 EXPENSE -175.