EVERGREEN STATE COLLEGE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN STATE COLLEGE FOUNDATION (EIN 91-0981488)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-28
- IRS object ID
- 201721189349300622
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-28T16:38:31-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910959909 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NR SMITH AND ASSOCIATES PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 CATON WAY SW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 985021106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910981488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVERGREEN STATE COLLEGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 3608676300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 EVERGREEN PARKWAY NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EXECUTIVE DIRECTOR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3608676300 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MORTENSENCPA | PreparerPersonNm |
| PTIN | P01631156 | PTIN |
| Phone | 3607549475 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMANDA WALKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 EVERGREEN PKWY NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,143,151 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVERGREEN.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE IN OLYMPIA, WASHINGTON | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,824,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,562,291 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $358,977 | PYInvestmentIncomeAmt |
| CY Investment Income | $404,699 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,926 | PYOtherRevenueAmt |
| CY Other Revenue | $115,075 | CYOtherRevenueAmt |
| PY Total Revenue | $3,247,047 | PYTotalRevenueAmt |
| CY Total Revenue | $5,082,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,050,231 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $839,820 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $34,612 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $868,019 | PYOtherExpensesAmt |
| CY Other Expenses | $767,238 | CYOtherExpensesAmt |
| PY Total Expenses | $1,918,250 | PYTotalExpensesAmt |
| CY Total Expenses | $1,607,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,328,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,475,007 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,766,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,644,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,732,789 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,617,894 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $656,494 | ExpenseAmt |
| Grant | $656,494 | GrantAmt |
| Desc | 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 PERSIST, EARN THEIR DEGREES AND MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,823 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $216,665 | ExpenseAmt |
| Grant | $183,326 | GrantAmt |
| Desc | 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 CENTER FOR COMMUNITY-BASED LEARNING AND ACTION, THE CENTER FOR SUSTAINABLE INFRASTRUCTURE AND THE LONGHOUSE EDUCATION AND CULTURAL CENTER. THE FOUNDATION SUPPORTS THESE PUBLIC SERVICE CENTERS BY SECURING AND ADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,386,982 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE KOHLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3608676451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 EVERGREEN PKWY NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 985050005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CRAIG CHANCE | ||||||
| CHAIR INVESTMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOYCE IRVINE | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KERI CARKEEK | ||||||
| CHAIR | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| OLGA INGLEBRITSON | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN LANDRAM | ||||||
| TREASURER | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM ANDERSON | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA CHAMBERLAIN | ||||||
| FACULTY REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GOLDBERG | ||||||
| VICE CHAIR | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEAN KATZ | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT KAUFFMAN | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN KRIEKENBECK | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE LANE | ||||||
| CHAIR AUDIT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA MUELLER | ||||||
| SECRETARY | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAM MACEWAN | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS MESERVE | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK OLDENBURG | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTY OPPENHEIMER | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA WALKER | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN HURLEY | ||||||
| EX-OFFICIO GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NICANDRI | ||||||
| EX-OFFICIO GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE BRIDGES | ||||||
| EX-OFFICIO GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $103,038 | FundraisingAmt |
| All Other Contributions | $4,459,253 | AllOtherContributionsAmt |
| Noncash Contributions | $219,574 | NoncashContributionsAmt |
| Total Contributions | $4,562,291 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,699 | TotalRevenueColumnAmt |
| Exclusion | $404,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,961 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,038 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,086 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,125 | TotalRevenueColumnAmt |
| Exclusion | -$10,125 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $125,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $125,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,082,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,200 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $394,574 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,715 | TotalAmt |
| Program Services | $307,715 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,105 | TotalAmt |
| Program Services | $532,105 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,345 | TotalAmt |
| Program Services | $196,541 | ProgramServicesAmt |
| Fundraising | $15,804 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,042 | TotalAmt |
| Management And General | $16,042 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,431 | TotalAmt |
| Program Services | $63,594 | ProgramServicesAmt |
| Management And General | $12,837 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,992 | TotalAmt |
| Program Services | $17,582 | ProgramServicesAmt |
| Management And General | $49 | ManagementAndGeneralAmt |
| Fundraising | $5,361 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,755 | TotalAmt |
| Program Services | $17,165 | ProgramServicesAmt |
| Management And General | $13,590 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,848 | TotalAmt |
| Program Services | $11,760 | ProgramServicesAmt |
| Management And General | $5,363 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,686 | TotalAmt |
| Program Services | $150,284 | ProgramServicesAmt |
| Management And General | $24,717 | ManagementAndGeneralAmt |
| Fundraising | $4,685 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $148,242 | $32,450 | $108,609 | $7,183 |
| SUPPLIES | $62,897 | $57,786 | $4,257 | $854 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,058 | TotalAmt |
| Program Services | $1,386,982 | ProgramServicesAmt |
| Management And General | $185,464 | ManagementAndGeneralAmt |
| Fundraising | $34,612 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,216,902 | BOYAmt |
| EOY | $2,865,625 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,441 | BOYAmt |
| EOY | $773,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,609 | BOYAmt |
| EOY | $328,701 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,505,163 | BOYAmt |
| EOY | $11,789,337 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,887,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,766,115 | BOYAmt |
| EOY | $17,644,669 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,142 | BOYAmt |
| EOY | $16,179 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,184 | BOYAmt |
| EOY | $10,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,326 | BOYAmt |
| EOY | $26,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,123 | BOYAmt |
| EOY | $1,670,987 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,620,080 | BOYAmt |
| EOY | $7,125,997 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,360,586 | BOYAmt |
| EOY | $8,820,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,732,789 | BOYAmt |
| EOY | $17,617,894 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,766,115 | BOYAmt |
| EOY | $17,644,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,475,007 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$586,879 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,023 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,606,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,623,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,671,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,824,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,562,291 | CurrentTaxYearAmt |
| Total | $15,287,116 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $950,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,182,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,226,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,307,545 | CurrentTaxYearAmt |
| Total | $5,933,126 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,872,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,574,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,853,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,050,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,869,836 | CurrentTaxYearAmt |
| Total | $21,220,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,816,705 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,403,537 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $358,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $404,699 | CurrentTaxYearAmt |
| Total | $1,489,108 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,200 | CurrentTaxYearAmt |
| Total | $433,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,142,584 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $173,703 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | GIFT FEES THAT ARE ASSESSED ON ALMOST ALL DONATIONS WHEN THE FUNDS ARE RECEIVED. THIS INCOME IS USED TO HELP OFFSET ADMINISTRATIVE AND OPERATIONAL EXPENSES. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,815 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,815 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,386,982 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,389,797 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $213,980 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,495 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $240,253 | CurrentYearMinus3Amt |
| Current Year Minus2 | $239,717 | CurrentYearMinus2Amt |
| Current Year Minus1 | $229,489 | CurrentYearMinus1Amt |
| Current Year | $213,980 | CurrentYearAmt |
| Total | $923,439 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,385,159 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,552 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,372 | CurrentYearMinus1Amt |
| Current Year | $2,815 | CurrentYearAmt |
| Total | $17,739 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,063 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,929 | CurrentYearMinus2Amt |
| Current Year Minus1 | $57,372 | CurrentYearMinus1Amt |
| Current Year | $53,495 | CurrentYearAmt |
| Total | $230,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $346,289 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,601,698 | BeginningYearBalanceAmt |
| Contributions | $1,460,324 | ContributionsAmt |
| Investment Earnings Or Losses | -$158,454 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $337,659 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,565,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,582,129 | BeginningYearBalanceAmt |
| Contributions | $807,148 | ContributionsAmt |
| Investment Earnings Or Losses | $526,188 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $313,767 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,601,698 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,840,914 | BeginningYearBalanceAmt |
| Contributions | $939,946 | ContributionsAmt |
| Investment Earnings Or Losses | $973,016 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $171,747 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,582,129 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,535,028 | BeginningYearBalanceAmt |
| Contributions | $1,418,603 | ContributionsAmt |
| Investment Earnings Or Losses | $619,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $731,993 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,840,914 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,784,527 | BeginningYearBalanceAmt |
| Contributions | $1,046,782 | ContributionsAmt |
| Investment Earnings Or Losses | -$112,998 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,283 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,535,028 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UW CONSOLIDATED ENDOWMENT FUND | Desc |
| Book Value | $11,789,337 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,789,337 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN LEAD TRUST | Desc |
| Book Value | $1,887,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,887,771 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE LIABILITY | Desc |
| Amt | $10,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,596 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,837,515 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$586,879 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,307,545 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $34,784 | OtherRevenueAmt |
| Revenue Not Reported | $755,450 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,082,065 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,082,065 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,952,411 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,307,545 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $37,809 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,345,354 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,607,057 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,607,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION USES ENDOWMENT FUNDS FOR SCHOLARSHIPS, PROGRAM GRANTS, AND OTHER PURPOSES AS DESIGNATED BY THE DONORS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL LOSS ON ANNUITY OBLIGATION -3,025. FUNDRAISING EXPENSES ON 990 AGAINST REVENUES 37,809. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST REVENUES 37,809. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ART OF LIVING | Event1Nm |
| Gross Receipts Event1 | $153,999 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,038 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,961 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $23,277 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $31,309 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,500 | EntertainmentEvent1Amt |
| Gross Receipts Total | $153,999 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,038 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,961 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $23,277 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $31,309 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,500 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $61,086 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,125 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN STATE COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 EVERGREEN PARKWAY NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 910826533 | RecipientEIN |
| Cash Grant | $307,715 | CashGrantAmt |
| Purpose Of Grant | PROVIDE SUPPORT TO THE COLLEGE AND ITS GOAL OF A QUALITY EDUCATION FOR ITS STUDENTS. | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS/GRANTS | GrantTypeTxt |
| Recipient | 291 | RecipientCnt |
| Cash Grant | $532,105 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPLANATION: THE FOUNDATION WORKS CLOSELY WITH COLLEGE OFFICES TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. THE ACADEMIC GRANTS OFFICE COORDINATES APPLICATION SUBMISSION AND REPORTING PROCESSES. THE BUSINESS SERVICES OFFICE MONITORS EXPENDITURES AND ITS STAFF INCLUDES AN ACCOUNTANT WITH RESPONSIBILITIES FOR ALL GRANTS ACCOUNTING. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE BRIDGES | PersonNm |
| Relationship With Org | PRESIDENT OF THE COLLEGE | RelationshipWithOrgTxt |
| Cash Grant | $4,762 | CashGrantAmt |
| Type Of Assistance | CAR ALLOWANCE | TypeOfAssistanceTxt |
| Assistance Purpose | COLLEGE FINANCIAL SUPPORT | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,695 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $196,297 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MATERIALS | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,582 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES A BROKER TO SELL GIFTS OF SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 1. THE AUDIT FIRM FOR THE FOUNDATION COMPLETES THE SCHEDULES AND CHECKLISTS NO LATER THAN 30 DAYS 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 HAVE 10 BUSINESS DAYS FOR REVIEW, COMMENTS AND QUESTIONS, 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, NO LATER THAN 10 DAYS 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 FORM 990 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 UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL LOSS ON ANNUITY -3,025. ROUNDING 2. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE LEAD ANNUITY TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROVIDE ANNUAL DISTRIBUTIONS FOR ORGANIZATION SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Share Of EOY Assets | $2,250,000 | ShareOfEOYAssetsAmt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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