2021-04-02T18:57:01-05:00 2020-06-30 910959909 NR SMITH AND ASSOCIATES 2120 CATON WAY SW OLYMPIA WA 98502 990 2019-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDAT EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 AMANDA WALKER EXECUTIVE DIRECTOR 3608676300 2021-04-02 NORMAN SMITH CPA P00241319 3607549475 2021-04-02 2019 2022-09-23 18:48:47Z EXTENDED TO MAY 15 2021 AMANDA WALKER 4320765 false 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. 18 18 0 22 0 3089686 3949527 0 546900 248906 87128 65164 3723714 4263597 1875189 2997071 0 0 0 532750 410291 1694376 2285480 4691447 1438234 -427850 22835617 22237558 285455 115246 22550162 22122312 X THE FOUNDATION IS DEDICATED TO BUILDING AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE BY RAISING PRIVATE GIFTS FROM OUR REMARKABLE DONORS. PRIVATE GIFTS PROVIDE CRITICAL SUPPORT BY FUNDING SCHOLARSHIPS, PROGRAM ENDOWMENTS, EQUIPMENT AND OTHER CAMPUS NEEDS. false false 1006262 1006262 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 2019-20 ACADEMIC YEAR, 301 STUDENTS RECEIVED DONOR-FUNDED SCHOLARSHIPS AND 348 STUDENTS RECEIVED EMERGENCY AID TO ASSIST WITH EXPENSES FROM UNEXPECTED EMERGENCIES. 994835 841907 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 DEVELOPMENT AND RESEARCH, THE KAOS RADIO STATION, SUMMER UNDERGRADUATE RESEARCH FELLOWSHIPS, MICROBIOLOGY RESEARCH, THE LIBRARY, THE EVERGREEN STUDENT CIVIC ENGAGEMENT INSTITUTE, ENTREPRENEURSHIP, VARIOUS LECTURE SERIES, AND THE CENTER FOR CREATIVE AND APPLIED MEDIA. 1215310 1148902 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 PRISONS PROJECT. THE FOUNDATION SUPPORTS THESE PUBLIC SERVICE CENTERS BY SECURING AND ADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. 106631 IN-KIND SUPPORT FROM MANAGEMENT AND FUNDRAISING. 106631 3323038 true true false true false false false false false true false true false false false false true false false false false false false false true false false true true false false false false false true false false false true false false false false true false false false true 44 0 true 0 false false false false false true true false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true false false false WA AK AZ CA CT KY ME MD MA MI NH NJ X DAVE KOHLER CPA 3608676451 2700 EVERGREEN PKWY NW OLYMPIA WA 985050005 X BEN ANDERSON GOVERNOR 1.00 X 0 0 0 ANDREW AYALA GOVERNOR 1.00 X 0 0 0 JOAN BANTZ SECRETARY 1.00 X X 0 0 0 GEORGE BRIDGES EX-OFFICIO G 1.00 X 0 0 0 JOHN CARMICHAEL TREASURER, E 1.20 X X 0 0 0 CRAIG CHANCE AUDIT COMMIT 1.00 X 0 0 0 BESTY DONNELLY GOVERNOR 1.00 X 0 0 0 SAM GOLDSMITH GOVERNOR 1.00 X 0 0 0 JOHN HENNESSEY CHAIR 1.20 X X 0 0 0 CHRISTY HOLZ GOVERNOR 1.00 X 0 0 0 SCOTT KAUFFMAN GOVERNOR 1.00 X 0 0 0 KORBETT MOSESLY GOVERNOR 1.00 X 0 0 0 MARCIA MUELLER GOVERNOR 1.00 X 0 0 0 GREG MULLINS FACULTY REPR 1.00 X 0 0 0 PAM MACEWAN GOVERNOR 1.00 X 0 0 0 CHRIS MESERVE VICE CHAIR 1.20 X X 0 0 0 CHRIS MEYERS GOVERNOR 1.00 X 0 0 0 DAVID NICANDRI EX-OFFICIO G 1.00 X 0 0 0 LESLIE OWEN GOVERNOR 1.00 X 0 0 0 ADAM SACHS GOVERNOR 1.00 X 0 0 0 JEANNETTE SMITH STAFF REPRES 1.00 X 0 0 0 OSCAR SOULE GOVERNOR 1.00 X 0 0 0 AMANDA WALKER EXECUTIVE DI 20.00 X 0 0 0 false false false 197298 3752229 189371 3949527 248906 248906 53175 197298 57168 -3993 GIFT FEES 611710 69157 69157 69157 4263597 69157 248906 X 2080955 2080955 916116 916116 1075784 95384 589444 390956 533992 212714 217757 103521 19038 7355 7519 4164 50949 4833 12095 34021 14613 5681 8844 88 4691447 3323038 835659 532750 5996939 4050906 1492360 2081501 7092 419214 458969 14777104 14769331 150000 869759 22835617 22237558 285455 115246 285455 115246 X 1849530 2029261 20700632 20093051 22550162 22122312 22835617 22237558 -427850 X false true X true false X 4562291 3092353 1963351 3068031 2715935 15401961 1307545 1307136 1585342 1324867 1229598 6754488 5869836 4399489 3548693 4392898 3945533 22156449 3359106 18797343 404699 470399 507513 546900 248906 2178417 24334866 505246 0.77240 0.74740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false 14923563 355812 155334 626493 14808216 12747120 1967622 775523 566702 14923563 11851441 236941 1072245 413507 12747120 10565909 292386 1344918 351772 11851441 9601698 1460324 -158454 337659 10565909 0.08000 0.66000 0.26000 false false UW CONSOLIDATED ENDOWMENT FUND 14769331 F 14769331 4263597 4263597 4263597 4691447 4691447 4691447 X X X X X X X ART OF GIVING 250473 197298 53175 7480 32732 5570 11386 250473 197298 53175 7480 32732 5570 11386 57168 -3993 false EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 2080955 PROVIDE SUPPORT TO T STUDENT SCHOLARSHIPS/GRAN 301 818193 EMERGNECY FUNDS FOR STUDE 346 97923 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION WORKS CLOSELY WITH COLLEGE OFFICES TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. THE ADVANCEMENT OFFICE COORDINATES APPLICATION SUBMISSIONS AND REPORTING PROCESSES. THE BUSINESS SERVICES OFFICE MONITORS EXPENDITURES AND ITS STAFF INCLUDES AN ACCOUNTANT WITH RESPONSIBILITIES FOR ALL GRANT ACCOUNTING. GEORGE BRIDGES PRESIDENT OF THE COL 6319 CAR ALLOWANCE COLLEGE FINANCIAL AS SCHEDULE L, PART V SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: (A) NAME OF PERSON: GEORGE BRIDGES (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: PRESIDENT OF THE COLLEGE (C) AMOUNT OF GRANT 6,319. (D) TYPE OF ASSISTANCE: CAR ALLOWANCE (E) PURPOSE OF ASSISTANCE: COLLEGE FINANCIAL ASSISTANCE X 422 186562 FAIR MARKET VALUE X MATERIALS 1 2809 FAIR MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE FOUNDATION USES A BROKER TO SELL SECURITIES. FORM 990 - ORGANIZATION'S MISSION THE FOUNDATION IS DEDICATED TO BUILDING AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE BY RAISING PRIVATE GIFTS FROM OUR REMARKABLE DONORS. PRIVATE GIFTS PROVIDE CRITICAL SUPPORT BY FUNDING SCHOLARSHIPS, PROGRAM ENDOWMENTS, EQUIPMENT AND OTHER CAMPUS NEEDS. FORM 990, PAGE 2, PART III, LINE 4D IN-KIND SUPPORT FROM MANAGEMENT AND FUNDRAISING. FORM 990, PART VI LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990: WA,AK,AZ,CA,CT,KY,ME,MD,MA,MI,NH,NJ,NY,OH,OR,SC,WV,CO,MN,UT,OK FORM 990, PAGE 6, PART VI, LINE 11B 1. THE AUDIT FIRM FOR THE FOUNDATION COMPLETES THE SCHEDULES AND CHECKLISTS AFTER THE EVERGREEN STATE COLLEGE FOUNDATION AUDIT IS COMPLETE. THE DRAFT FORM 990 IS THEN TRANSMITTED TO THE EVERGREEN STATE COLLEGE FOUNDATION BOARD AUDIT COMMITTEE. 2. 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 MEMBERS OF THE COLLEGE'S BUSINESS SERVICES STAFF WILL ALSO BE ASKED TO JOIN IN THE CALL, OR OTHERWISE BE AVAILABLE TO RESPOND TO COMMITTEE AND BOARD QUESTIONS ABOUT THE DRAFT. 3. 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 THE COLLEGE'S VICE PRESIDENT OF FINANCE OR HIS DELEGATE. UNDERLYING DATA THAT SUPPORT THE RETURN MAY BE REQUESTED BY THE BOARD. THE BOARD REVIEWS THE RETURN TO ENSURE IT IS CONSISTENT WITH THE FINANCIAL STATEMENTS, THE GOVERNANCE QUESTIONS ARE ANSWERED CORRECTLY, THE DESCRIPTIVE INFORMATION REFLECTS THE FOUNDATION'S POSITIONS, DESCRIPTION OF THE PROGRAMS ARE ACCURATE, AND THE RETURN IS COMPLETE. 4. 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, PAGE 6, PART VI, LINE 12C EXPLANATION: A QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 EXPLANATION: THESE DOCUMENTS ARE AVAILABLE EITHER ON THE WEBSITE OR UPON REQUEST. FORM 990, PART IX, LINE 11G IN-KIND SUPPLIES 12,570 62,849 50,279 SUPPLIES 46,064 16,127 8,936 FOOD 52,720 47,452 35,777 PURCHASED SERVICES 75,880 40,005 5,570 BAD DEBT 2,730 900 0 MISCELLANEOUS 22,750 50,424 2,959 TOTAL 212,714 217,757 103,521 CHARITABLE LEAD ANNUITY TRUST (1) SUPPORT WA NA TRUST false false false false false false false false false false false false false false false false false false false false