2018-05-02T12:39:11-05:00 2017-06-30 823157819 SMITH & ASSOCIATES 2120 CATON WAY SW OLYMPIA WA 985021106 990 2016-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 AMANDA WALKER EXECUTIVE DIRECTOR 3608676300 2018-05-01 1 DANIEL MORTENSEN CPA P01631156 3607549475 96.66.252.153 2018-05-01 13:34:11 PD P C05C314A27B0F086DF6550F0CFEE396EE7580B57 1AE663BE1D98190658EF6FC75F5DB8DC0F0DEB90 2016 2021-01-29 14:40:06Z AMANDA WALKER 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 3733365 0 X WWW.EVERGREEN.EDU/FOUNDATION X 1976 WA TO BUILD AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE IN OLYMPIA, WASHINGTON 15 15 0 17 0 0 4562291 3126065 0 0 404699 470399 115075 64953 5082065 3661417 839820 2229074 0 0 0 0 0 0 17960 767238 558851 1607058 2787925 3475007 873492 17799692 19922696 181798 339087 17617894 19583609 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 1536836 1433648 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 CENTER FOR SUSTAINABLE INFRASTRUCTURE, 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. 420460 220498 ACADEMIC SUPPORT, RESEARCH AND OTHER COLLEGE SUPPORT.THE FOUNDATION PROVIDES SUPPORT TO THE COLLEGE THAT ADDS A MARGIN OF EXCELLENCE TO THE EVERGREEN EDUCATIONAL EXPERIENCE. FOUNDATION SUPPORT FOR THE COLLEGE BOLSTERS A VARIETY OF PROGRAMS, INCLUDING FACULTY PROFESSIONAL DEVELOPMENT AND RESEARCH, THE ORGANIC FARM, THE KAOS RADIO STATION, THE SUSTAINABLE PRISONS PROJECT, THE SUMMER UNDERGRADUATE RESEARCH FELLOWSHIPS, MICROBIOLOGY RESEARCH, THE LIBRARY, THE EVERGREEN STUDENT CIVIC ENGAGEMENT INSTITUTE, VARIOUS LECTURE SERIES, AND THE CENTER FOR CREATIVE AND APPLIED MEDIA. 574928 574928 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.SCHOLARSHIPS AND FELLOWSHIPS HELP EVERGREEN STUDENTS STAY IN SCHOOL, EARN THEIR DEGREES AND MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. 2532224 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 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 38 0 0 0 0 0 0 0 1 1 0 0 X 15 15 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 3608676451 2700 EVERGREEN PKWY NW OLYMPIA WA 985050005 X AMANDA WALKER EXECUTIVE DIRECTOR 20.00 X X 0 0 0 CHRIS MESERVE GOVERNOR 1.00 X 0 0 0 DAVID NICANDRI EX-OFFICIO GOVERNOR 1.00 X 0 0 0 DEAN KATZ GOVERNOR 1.00 X 0 0 0 GEORGE BRIDGES EX-OFFICIO GOVERNOR 1.00 X 0 0 0 JOHN HURLEY TREASURER 1.20 X X 0 0 0 JOYCE IRVINE PAST CHAIR 1.00 X 0 0 0 KERI CARKEEK CHAIR 1.20 X X 0 0 0 MARCIA MUELLER SECRETARY 1.20 X X 0 0 0 MONICA ALEXANDER GOVERNOR 1.00 X 0 0 0 OLGA INGLEBRITSON GOVERNOR 1.00 X 0 0 0 PAM MACEWAN GOVERNOR 1.00 X 0 0 0 PAUL GOLDBERG VICE CHAIR 1.20 X X 0 0 0 REBECCA CHAMBERLAIN FACULTY REPRESENTATIVE 1.00 X 0 0 0 RICK OLDENBURG GOVERNOR 1.00 X 0 0 0 SCOTT KAUFFMAN GOVERNOR 1.00 X 0 0 0 OSCAR SOULE GOVERNOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 141335 2984730 153747 3126065 470399 470399 57363 141335 71948 -14585 -14585 ADMIN GIFT FEES 611710 79538 79538 79538 3661417 79538 0 455814 1617561 1617561 611513 611513 87173 87173 16989 16989 50751 36411 14340 5413 5336 67 10 22236 5460 16776 10933 7827 2765 341 130729 93035 32498 5196 MISCELLANEOUS 199660 38926 149309 11425 SUPPLIES 34967 28982 4997 988 2787925 2532224 237741 17960 3020648 4029811 773235 538087 328701 364313 11789337 13207358 1887771 1783127 17799692 19922696 171202 329051 10596 10036 181798 339087 X 1670987 1904757 7125997 8565556 8820910 9113296 17617894 19583609 17799692 19922696 873492 1092223 0 X X 0 1 X 1 0 X 2645611 2707236 2824144 4562291 3092353 15831635 950951 1182103 1226233 1307545 1307136 5973968 3596562 3889339 4050377 5869836 4399489 21805603 4984911 16820692 225859 280928 358977 404699 470399 1740862 23546465 682241 0.71440 0.72080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 239717 229489 213980 683186 1024779 0 8372 2815 11187 59929 57372 53495 170796 256194 10565909 292386 1344918 351772 11851441 9601698 1460324 -158454 337659 10565909 8582129 807148 526188 313767 9601698 6840914 939946 973016 171747 8582129 5535028 1418603 619276 731993 6840914 0.76900 0.23100 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 13207358 F 13207358 BENEFICIAL INTEREST IN LEAD TRUST 1783127 1783127 ANNUITY PAYMENT LIABILITY 10036 10036 6099012 1092223 1307136 2399359 3699653 -38236 -38236 3661417 4133297 1307136 71948 1379084 2754213 33712 33712 2787925 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 ART OF GIVING 198698 141335 57363 33712 20667 5000 12569 198698 141335 57363 33712 20667 5000 12569 71948 -14585 1 EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 1617561 PROVIDE SUPPORT TO THE COLLEGE AND ITS GOAL OF A QUALITY EDUCATION FOR ITS STUDENTS. STUDENT SCHOLARSHIPS/GRANTS 319 611513 PART I, LINE 2: THE FOUNDATION WORKS CLOSELY WITH COLLEGE OFFICES TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. THE ACADEMIC GRANTS 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 6857 CAR ALLOWANCE COLLEGE FINANCIAL ASSISTANCE X 17 41950 FAIR VALUE X 12 79305 FAIR MARKET VALUE X MATERIALS 24 32502 FAIR 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. FOUNDATION STAFF AND MEMBERS OF THE COLLEGE'S BUSINESS SERVICES ORGANIZATION 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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