2018-09-18T18:46:32-05:00 2017-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 FIRST AVE WEST SUITE 200 SEATTLE WA 981194219 990 2017-01-01 911505230 KING COUNTY LIBRARY SYSTEM FOUNDATION KING 4253693450 960 NEWPORT WAY NW ISSAQUAH WA 98027 ELIZABETH CASTLEBERRY EXECUTIVE DIRECTOR 4253693450 2018-09-11 1 HOWARD DONKIN CPA P00147726 2066288990 2018-09-11 2017 2022-09-23 18:48:47Z ELIZABETH CASTLEBERRY 960 NEWPORT WAY NW ISSAQUAH WA 98027 1710256 0 X WWW.KCLSFOUNDATION.ORG X 1990 WA TO PROVIDE SUPPORT FOR KING COUNTY LIBRARY SYSTEM 24 24 0 75 0 0 1125563 1042192 0 0 56262 89240 202112 157258 1383937 1288690 1016462 947557 0 0 0 0 0 0 165712 540719 486572 1557181 1434129 -173244 -145439 3389952 3857420 151364 482292 3238588 3375128 X KING COUNTY LIBRARY SYSTEM FOUNDATION PROVIDES FUNDING FOR INITIATIVES THAT ADDRESS COMMUNITY NEEDS, SUPPORTS THE LIBRARY SYSTEM IN REALIZING ITS MISSION, AND ENCOURAGES OUR PUBLIC LIBRARY SYSTEM TO REMAIN VIBRANT, RELEVANT AND CENTRAL IN THE LIVES OF RESIDENTS. 0 0 460000 460000 LAUNCHED IN 2016 AS A PILOT, IDEA X ALLOWS PATRONS OF ALL AGES TO PLAY, LEARN, AND IMAGINE VIA STEAM PROGRAMS INSIDE AND OUTSIDE THE LIBRARY REACHING FAMILIES THROUGHOUT THE SERVICE AREA. INITIALLY DESIGNED WITH MATERIALS AND CURRICULUM THAT COULD BE TRANSPORTED TO REMOTE LOCATIONS SUCH AS DAY CAMPS AND APARTMENT COMPLEXES, THE KING COUNTY LIBRARY SYSTEM FOUNDATION MADE IT POSSIBLE FOR KING COUNTY LIBRARY SYSTEM TO BRING IDEA X IN TO AT LEAST ONE LIBRARY PER REGION. FUNDING IN 2016 ALSO SUPPORTED THE BUILD OUT OF THE IDEA X MAKERSPACE WHICH OPENED IN APRIL, 2017 AT THE BELLEVUE REGIONAL LIBRARY. 320000 320000 KING COUNTY LIBRARY SYSTEM SUMMER READING PROGRAM PROVIDES INCENTIVES FOR CHILDREN, TEENS, AND ADULTS TO TAKE TIME TO READ IN THE SUMMER MONTHS. NEARLY 50,000 CHILDREN, TEENS, AND ADULTS PARTICIPATED AND REPORTED A TOTAL OF 21.6 MILLION MINUTES OF READING FROM JUNE TO AUGUST. AS PART OF THIS PROGRAM, TRANSPORTATION WAS PROVIDED FOR SUMMER SCHOOL STUDENTS TO LIBRARY PROGRAMS. 38000 38000 EARLY LEARNING AND LITERACY PROGRAMS INCLUDE RAISING A READER, FIESTAS!, BARBERSHOP BOOKS, AND QUICK READS SHELVES. ALL OF THESE EFFORTS PROMOTE CAREGIVER-CHILD BONDING THROUGH READING ACTIVITIES, REGULAR LIBRARY USAGE THROUGH EDUCATION AND PROMOTION OF LIBRARY SERVICES, AND THE DEVELOPMENT OF EARLY LITERACY SKILLS. 415878 129557 GENEALOGY PILOT PROGRAM - "KNOW YOUR HISTORY". EIGHTY-EIGHT PROGRAMS WERE HELD IN THE SERIES IN ALL KCLS REGIONS, AND 1,469 PATRONS ATTENDED. IN ADDITION TO NEW PROGRAMS, WE ALSO HIGHLIGHTED EXISTING PARTNERSHIPS WITH LOCAL GENEALOGICAL SOCIETIES IN CONJUNCTION WITH THE SERIES. THE INTENDED OUTCOME OF THE SERIES WAS TO STRENGTHEN PARTNERSHIPS WITH LOCAL HISTORY/GENEALOGY ORGANIZATIONS, INCREASE AWARENESS OF LIBRARY RESOURCES (INCLUDING NEW TECHNOLOGY), AND APPEAL TO A SEGMENT OF LIBRARY USERS WHO CONSISTENTLY EXPRESS AN INTEREST IN THIS TYPE OF PROGRAMMING. SPANISH LITERACY PROGRAMS INCLUDES TRES REYES (THREE WISE MEN), DIA, FIESTAS!, NATIONAL HISPANIC HERITAGE MONTH, PLAZA COMUNITARIA, AND FAMILY BOOK CLUB. IN TOTAL, THESE PROGRAMS ENGAGED MORE THAN 2,200 PARTICIPANTS AND COMMUNITY PARTNERS SUCH AS UNIVISION NEWS, SEATTLE LATINO FILM FESTIVAL, RENTON TECHNICAL COLLEGE, AND THE SEATTLE GOODWILL. ALSO INCLUDED IN THIS GRANT IS THE KCLS FOUNDATION'S SUPPORT OF LITERACY FOR CITIZENSHIP WHICH FUNDS THE MATERIALS FOR THE PROGRAM. 415878 129557 1233878 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X ELIZABETH CASTLEBERRY 4253693450 960 NEWPORT WAY NW ISSAQUAH WA 98027 X TERESA BYERS PRESIDENT 1.00 X X 0 0 0 BILL KEOUGH VICE PRESIDENT 1.00 X X 0 0 0 ROBERT SCHROEDER TREASURER 1.00 X X 0 0 0 KIM SANDERS MOEN SECRETARY 1.00 X X 0 0 0 JULIE AVERILL BOARD MEMBER 1.00 X 0 0 0 RAYMOND CHAN BOARD MEMBER 1.00 X 0 0 0 SANDRA COLLIER BOARD MEMBER 1.00 X 0 0 0 ANN POLK EWEL BOARD MEMBER 1.00 X 0 0 0 PETER FINCH BOARD MEMBER 1.00 X 0 0 0 KARI GLOVER BOARD MEMBER 1.00 X 0 0 0 DUCKSOON HWANG BOARD MEMBER 1.00 X 0 0 0 PENNIE CLARK IANNICIELLO BOARD MEMBER 1.00 X 0 0 0 KRIS KAMINISHI BOARD MEMBER 1.00 X 0 0 0 DEBBIE KUEHNER BOARD MEMBER 1.00 X 0 0 0 PAM MARTIN BOARD MEMBER 1.00 X 0 0 0 MICHELLE MATHIEU BOARD MEMBER 1.00 X 0 0 0 NICOLE PATRIDGE BOARD MEMBER 1.00 X 0 0 0 BERTA SELTZER BOARD MEMBER 1.00 X 0 0 0 MIKE STRANIK BOARD MEMBER 1.00 X 0 0 0 RICK TAYLOR BOARD MEMBER 1.00 X 0 0 0 BRUCE TITCOMB BOARD MEMBER 1.00 X 0 0 0 MEGAN YOSHIMURA BOARD MEMBER 1.00 X 0 0 0 STEVE SMITH BOARD MEMBER 1.00 X 0 0 0 LALITA UPPALA BOARD MEMBER 1.00 X 0 0 0 ELIZABETH CASTLEBERRY EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 1 0 221328 820864 261216 1042192 65668 65668 257832 234260 23572 23572 23572 194506 221328 187306 7200 7200 114958 0 114958 114958 VENDING MACHINE SALES 900099 35100 35100 35100 1288690 0 0 246498 X 947557 947557 32708 19106 13602 145009 38474 6412 100123 22023 12 22011 PROGRAM MATERIALS & EXP 261218 247847 13371 25614 9009 16605 1434129 1233878 34539 165712 X 126552 200977 254129 255764 80100 114658 28884 31688 11250 12500 2367555 2801550 521482 440283 3389952 3857420 151364 482292 151364 482292 X 1925149 1991462 104837 172263 1208602 1211403 3238588 3375128 3389952 3857420 -145439 281979 0 X X 0 1 X 1 0 X 681499 536334 476294 1125563 1042192 3861882 681499 536334 476294 1125563 1042192 3861882 494683 3367199 44818 38908 56020 51160 65668 256574 31711 31852 35982 34300 35100 168945 4287401 1843103 0.78540 0.78730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 772652 84000 118993 33623 942022 677769 84000 40217 29334 772652 631900 84000 -14207 23924 677769 539776 84000 28315 20191 631900 390672 84000 76838 11734 539776 0.00000 0.82000 0.18000 1 0 0 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY TRUST 440283 440283 2188836 281979 526327 91840 900146 1288690 0 1288690 2052296 526327 91840 618167 1434129 0 1434129 PART V, LINE 4: TO FUND EARLY LITERACY AND CHILDREN'S PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 91,840. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 91,840. DINNER AND BOOK SALE 382284 221328 160956 80651 53401 26904 AUTHOR SALONS 33550 33550 18166 8184 1 415834 221328 194506 98817 53401 35088 187306 7200 1 KING COUNTY LIBRARY SYSTEM 960 NEWPORT WAY NW ISSAQUAH WA 98027 911931457 115 947557 SUPPORT LIBRARY PROGRAMS 1 0 PART I, LINE 2: GRANTS ARE AWARDED TO REIMBURSE EXPENSES REPORTED TO THE FOUNDATION. X X 0 0 0 0 0 0 0 0 0 PART II: THE EXECUTIVE DIRECTOR WAS PAID BY THE KING COUNTY LIBRARY SYSTEM, AN UNRELATED ORGANIZATION. ELIZABETH CASTLEBERRY, THE EXECUTIVE DIRECTOR, RECEIVED $130,098 IN COMPENSATION AND $54,837 IN BENEFITS FROM THE KING COUNTY LIBRARY SYSTEM. X GAME TICKETS 13610 204150 FMV X ZOO TICKETS 2000 33900 FMV X AUTHOR SALON SUPPLIES 12 13371 FMV X TACO COUPONS 5000 9750 FMV X GIFT BASKET 1 45 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOB SCHROEDER IS THE FATHER OF TERESA BYERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED FIRST BY MEMBERS OF THE FINANCE AND AUDIT COMMITTEE, EITHER ELECTRONICALLY OR BY MEETING IN PERSON. ONCE APPROVED BY MEMBERS OF THE FINANCE AND AUDIT COMMITTEE, FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD. AFTER APPROVAL OF THE FINANCE AND AUDIT COMMITTEE, FORM 990 IS THEN PREPARED FOR SUBMISSION AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DECEMBER ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT OUR CONFLICT OF INTEREST FORM, SIGN, DATE AND RETURN. IF CONFLICT IS IDENTIFIED, IT IS DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 KING COUNTY LIBRARY SYSTEM (KCLS) PROVIDES THE STAFF FOR THE KING COUNTY LIBRARY SYSTEM FOUNDATION. KCLS HAS BOTH A JOB DESCRIPTION AND REVIEW PROCESS FOR EACH OF THE ABOVE POSITIONS. THIS PROCESS INCLUDES THE USE OF INDEPENDENT PERSONS, COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 38,474. MANAGEMENT AND GENERAL EXPENSES 6,412. FUNDRAISING EXPENSES 100,123. TOTAL EXPENSES 145,009. PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN HOW THE AUDIT COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS.