2019-10-28T16:37:04-05:00 2019-06-30 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2018-07-01 910756462 EVERGREEN SCHOOL EVER 2069571526 15201 MERIDIAN AVENUE N SHORELINE WA 98133 AIMEE HUFF TREASURER 2069571522 2019-10-23 1 RAY HOLMDAHL P00120599 2063827777 2019-10-23 38.100.226.178 2019-10-23 16:24:32 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BDE7379FDE456B84AB2DF52E491B0E46161B0B00 2018 2020-01-14 16:20:31Z VERONICA CODRINGTON-CAZEA 15201 MERIDIAN AVENUE N SHORELINE WA 98133 16209932 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. 19 19 202 500 0 1384 1054714 842065 13239327 13855442 699157 1081859 40331 15688 15033529 15795054 1235287 1282980 0 0 8984038 9613138 0 0 373299 3540984 3731074 13760309 14627192 1273220 1167862 48282597 48742181 8148801 7835308 40133796 40906873 WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 0 0 10430944 1274005 12343001 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 476 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2018-2019 SCHOOL YEAR. 1173247 8975 1515256 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. 11604191 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 52 0 1 202 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 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 DANIELLE RUTHFIELD CHAIR 10.00 X X 0 0 0 MAX KLEINMAN VICE-CHAIR 6.00 X X 0 0 0 AIMEE HUFF TREASURER 4.00 X X 0 0 0 KRISTINE TAKAMIYA 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 GERI ANN BAPTISTA 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 JOE FERGUSON TRUSTEE 2.00 X 0 0 0 HANSON HOSEIN TRUSTEE 2.00 X 0 0 0 CHRIS LI TRUSTEE 2.00 X 0 0 0 MIKE MCGILL TRUSTEE 2.00 X 0 0 0 SHEHZAD MEVAWALLA TRUSTEE 2.00 X 0 0 0 JOHN O'BRIEN TRUSTEE 2.00 X 0 0 0 NEDA SEDGHI TRUSTEE 2.00 X 0 0 0 DANA SOONG TRUSTEE 2.00 X 0 0 0 SARAH STANLEY TRUSTEE 2.00 X 0 0 0 YONNIE WATKINS TRUSTEE 2.00 X 0 0 0 VERONICA CODRINGTON-CAZEAU HEAD OF SCHOOL 50.00 X 289385 0 47940 DEBRA LEE-RIZZI CFO 40.00 X 172242 0 32049 BRENDA CRAM ASSOCIATE HEAD OF SCHOOL 40.00 X 160140 0 30165 DENISE DYETTE PRIMARY DIVISION HEAD 40.00 X 110364 0 26113 HALSEY BELL UPPER DIVISION HEAD 40.00 X 131761 0 48729 SUSAN SMITH DIRECTOR OF ADMISSIONS 40.00 X 115186 0 25368 979078 0 210364 6 0 1 0 0 306764 535301 434332 842065 TUITION & FEES 611600 12253925 12253925 SUMMER & AFTER SCHOOL 611600 1515256 1515256 FORFEITED TUITION 611600 46841 46841 TRANSPORTATION 611600 30480 30480 APPLICATION FEES 611600 8940 8940 13855442 1009752 1009752 366374 294267 72107 72107 72107 133484 306764 120611 12873 12873 OTHER INCOME 900099 2815 2815 2815 15795054 13858257 0 1094732 1282980 1282980 603376 464034 121554 17788 6994470 5379178 1409084 206208 410619 315791 82722 12106 1015519 780997 204583 29939 589154 453096 118689 17369 7448 7448 32000 32000 384277 288132 66484 29661 582418 86942 454902 40574 561857 516908 39330 5619 157698 145082 11039 1577 891652 820319 62416 8917 113167 104113 7922 1132 CURRICULUM 883601 883601 PROFESSIONAL DEVELOPMEN 116956 83018 31529 2409 14627192 11604191 2649702 373299 1011642 1006258 3384900 3159700 1178217 279529 51401 44385 134486 151015 29296417 7900532 21147307 21395885 20332432 21544741 966737 1093579 75475 67089 48282597 48742181 904333 938916 2074468 2136392 5170000 4760000 8148801 7835308 X 24750682 25144523 2352492 2488833 13030622 13273517 40133796 40906873 48282597 48742181 1167862 -394785 0 X 0 1 X 1 0 X 18355851 562941 508283 19427075 16106767 1278718 970366 18355851 7621322 7055999 1429446 16106767 4986632 2675636 -40946 7621322 3266788 1736013 -17169 4986632 0.20190 0.67070 0.12750 0 0 1460600 1460600 26269334 6740121 19529213 1566483 1160411 406072 21395885 14117289 -394785 -394785 14512074 1282980 1282980 15795054 13344212 0 13344212 1282980 1282980 14627192 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 1,282,980. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 1,282,980. 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 370196 0 0 0 0 0 0 370196 0 370196 0 0 1 0 0 0 AUCTION/DINNER 440248 306764 133484 27544 52154 14266 26647 440248 306764 133484 27544 52154 14266 26647 120611 12873 1 FINANCIAL AID 78 1198050 BOOK TUITION REDUCTION FAST 19 51178 BOOK FINANCIAL GRANTS BEYOND TUITION SCHOLARSHIP 23 8975 BOOK SCHOLARSHIP ADDITIONAL FINANCIAL AID 59 24012 BOOK FINANCIAL GRANTS BEYOND TUITION TESTING 3 765 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 X X X 0 0 0 0 0 0 0 0 0 VERONICA CODRINGTON-CAZEAU HEAD OF SCHOOL 289385 0 0 0 0 0 20613 0 27327 0 337325 0 0 0 DEBRA LEE-RIZZI CFO 172242 0 0 0 0 0 12805 0 19244 0 204291 0 0 0 BRENDA CRAM ASSOCIATE HEAD OF SCHOOL 160140 0 0 0 0 0 11197 0 18968 0 190305 0 0 0 HALSEY BELL UPPER DIVISION HEAD 131761 0 0 0 0 0 9577 0 39152 0 180490 0 0 0 TRUSTEE 31400 FINANCIAL AID TUITION REDUCTION TRUSTEE 72430 FINANCIAL AID TUITION REDUCTION X 23 366374 FAIR MARKET VALUE X 1 2750 FMV X 43 3999 FMV X AUCTION ITEMS 237 61209 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 FINANCE COMMITTEE CHAIR 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 2018, AND THE COO/CFO COMPENSATION WAS LAST REVIEWED IN JUNE 2018. 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.