2020-04-24T15:41:53-05:00 2019-06-30 823157819 SMITH & ASSOCIATES 2120 CATON WAY SW OLYMPIA WA 985021106 990 2018-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 AMANDA WALKER EXECUTIVE DIRECTOR 3608676300 2020-04-22 1 NORMAN R SMITH CPA P00241319 3607549475 96.66.252.153 2020-04-22 10:53:58 PD P 1356F7B78F9180A0E95BBD25A2FADCCC775DEB69 08288CCDB88186C5DDFFF4B1FDD1BF2C741F5DA4 2018 2020-09-23 17:36:50Z AMANDA WALKER 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 3807965 0 X WWW.EVERGREEN.EDU/FOUNDATION X 1976 WA TO BUILD AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE 14 14 0 18 84150 0 1989833 3089686 0 0 507513 546900 89445 87128 2586791 3723714 1020522 1875189 0 0 0 0 0 0 20753 1038076 410291 2058598 2285480 528193 1438234 21378583 22835617 536912 285455 20841671 22550162 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. 0 0 816460 816460 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 44% 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 2018-19 ACADEMIC YEAR, 267 STUDENTS RECEIVED DONOR-FUNDEDSCHOLARSHIPS AND 62 STUDENTS RECEIVED EMERGENCY AID TO ASSIST WITHEXPENSES FROM UNEXPECTED EMERGENCIES. 663312 572047 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 PROFESSIONALDEVELOPMENT 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. 510483 486683 PUBLIC SERVICE CENTERS.IN DEMONSTRATION OF EVERGREEN'S STRONG COMMITMENT TO GIVE BACK TO THECOMMUNITIES IT SERVES, THE COLLEGE CURRENTLY OPERATES PUBLIC SERVICECENTERS INCLUDING THE LONGHOUSE EDUCATION AND CULTURAL CENTER, THECENTER 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 ANDADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. 1990255 1 1 0 1 0 0 0 0 0 1 0 1 0 1 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 1 0 0 0 1 0 0 0 1 24 0 0 0 0 0 0 0 1 1 0 1 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA AK AZ CA CT KY ME MD MA MI NH NJ NY OH OR SC WV CO MN UT OK X DAVE KOHLER CPA 3608676451 2700 EVERGREEN PKWY NW OLYMPIA WA 985050005 X AMANDA WALKER EXECUTIVE DIRECTOR, EX-OFF 20.00 X X 0 0 0 CHRIS MESERVE SECRETARY 1.20 X 0 0 0 DAVID NICANDRI EX-OFFICIO GOVERNOR 1.00 X 0 0 0 GEORGE BRIDGES EX-OFFICIO GOVERNOR 1.00 X 0 0 0 JOHN CARMICHAEL TREASURER, EX-OFFICIO GOVE 1.20 X X 0 0 0 JOAN BANTZ GOVERNOR 1.00 X 0 0 0 JEANNETTE SMITH STAFF REPRESENTATIVE 1.00 X 0 0 0 JOHN HENNESSEY CHAIR 1.20 X X 0 0 0 SAM GOLDSMITH GOVERNOR 1.00 X 0 0 0 PAM MACEWAN GOVERNOR 1.00 X 0 0 0 PAUL GOLDBERG PAST CHAIR 1.20 X X 0 0 0 GREG MULLINS FACULTY REPRESENTATIVE 1.00 X 0 0 0 SCOTT KAUFFMAN GOVERNOR 1.00 X 0 0 0 OSCAR SOULE GOVERNOR 1.00 X 0 0 0 BEN ANDERSON GOVERNOR 1.00 X 0 0 0 COREY MOSESLY GOVERNOR 1.00 X 0 0 0 MARCIA MUELLER GOVERNOR 1.00 X 0 0 0 LESLIE OWEN GOVERNOR 1.00 X 0 0 0 DEAN KATZ CHAIR 1.20 X X 0 0 0 0 0 0 0 0 0 0 0 179941 2909745 508521 3089686 546900 546900 87229 179941 84251 2978 2978 ADMIN GIFT FEES 611710 84150 84150 84150 3723714 0 84150 549878 1152198 1152198 722991 722991 9680 9680 113895 10918 102977 12860 1145 5028 6687 19197 480 11278 7439 17799 1575 10757 5467 117926 77327 39439 1160 MISCELLANEOUS 91994 14543 77451 SUPPLIES 26940 9078 17862 2285480 1990255 274472 20753 4807467 5996939 185017 98477 16533 0 394376 419214 14223414 14777104 1751776 1543883 21378583 22835617 536912 285455 536912 285455 X 1918707 1849530 9572727 0 9350237 20700632 20841671 22550162 21378583 22835617 1438234 270257 0 X 0 1 X 1 0 X 2824144 4562291 3092353 1963351 3068031 15510170 1226233 1307545 1307136 1585342 1324867 6751123 4050377 5869836 4399489 3548693 4392898 22261293 3913008 18348285 358977 404699 470399 507513 546900 2288488 24549781 772103 0.74740 0.73200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 213980 213980 320970 2815 2815 53495 53495 80243 12747120 1967622 775523 566702 14923563 11851441 236941 1072245 413507 12747120 10565909 292386 1344918 351772 11851441 9601698 1460324 -158454 337659 10565909 8582129 807148 526188 313767 9601698 0.12000 0.64000 0.24000 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 14777104 F 14777104 BENEFICIAL INTEREST IN LEAD TRUST 1543883 1543883 5381433 270257 1324867 1595124 3786309 -62595 -62595 3723714 3672942 1324867 84252 1409119 2263823 21657 21657 2285480 PART V, LINE 4: THE ORGANIZATION USES ENDOWMENT FUNDS FOR SCHOLARSHIPS, PROGRAM GRANTS, AND OTHER PURPOSES AS DESIGNATED BY THE DONORS. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND DONATIONS FOR SPECIAL EVENT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND FUNDRAISING CONTRIBUTION SCHEDULE D, LINE 4B FUNDRAISING EXPENSES X X X X X X X ART OF GIVING 267170 179941 87229 21657 132 26250 20855 15357 267170 179941 87229 21657 132 26250 20855 15357 84251 2978 1 EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 1152198 PROVIDE SUPPORT TO THE COLLEGE AND ITS GOAL OF A QUALITY EDUCATION FOR ITS STUDENTS. 1 STUDENT SCHOLARSHIPS/GRANTS 267 722991 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 COLLEGE 6927 CAR ALLOWANCE COLLEGE FINANCIAL ASSISTANCE X 16 23384 FAIR MARKET VALUE X 9 447843 FAIR MARKET VALUE X MATERIALS 39 37294 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE FOUNDATION USES A BROKER TO SELL SECURITIES. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 12C EXPLANATION: A QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 EXPLANATION: THESE DOCUMENTS ARE AVAILABLE EITHER ON THE WEBSITE OR UPON REQUEST. CHARITABLE LEAD ANNUITY TRUST (1) PROVIDE ANNUAL DISTRIBUTIONS FOR ORGANIZATION SUPPORT WA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0