2016-12-16T17:19:39-06:00 2016-06-30 BADER MARTIN PS 1000 2ND AVE 34TH FLOOR SEATTLE WA 981041022 990 2015-07-01 910756462 EVERGREEN SCHOOL % DEBRA LEE-RIZZI EVER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 DAVID STEPHENSON TREASURER 2069571526 2016-12-09 true LORI L SCOTT P01452038 2066211900 2015 2017-02-10 21:41:12Z V CODRINGTON-CAZEAU 15201 MERIDIAN AVE N SHORELINE WA 98133 15947483 false X WWW.EVERGREENSCHOOL.ORG X 1963 WA EVERGREEN INSPIRES & EMPOWERS HIGHLY CAPABLE, CREATIVE LEARNERS FROM PRESCHOOL TO 8TH GRADE TO LEAD WITH CURIOSITY, COMPASSION & COURAGE IN AN EVER CHANGING GLOBAL COMMUNITY. 20 20 197 500 0 2550848 3947894 10804851 11695722 2584196 258392 -57445 -40367 15882450 15861641 1035435 1209740 0 0 7375686 8045053 122791 0 528478 2513679 3283747 11047591 12538540 4834859 3323101 37487370 39681840 9531185 8697628 27956185 30984212 EVERGREEN SCHOOL INSPIRES & EMPOWERS HIGHLY CAPABLE, CREATIVE LEARNERS FROM PRESCHOOL TO 8TH GRADE TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER CHANGING GLOBAL COMMUNITY. false false 8731698 1181381 10595300 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 THOUGH THE EIGHTH GRADE. APPROXIMATELY 466 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2015-2016 SCHOOL YEAR. 842377 28359 1066732 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. 9574075 true true false false false false false false false true true false false false false false true false true false true false false false true false false false true true false false false false true false false false true false false false false false false false false true 67 0 true 197 true false false false false false true true false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false WA X DEBRA LEE-RIZZI 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 GEORGE WEBB Chair 10.0 0.0 X X 0 0 0 DAVID WEISE TRUSTEE 4.0 0.0 X 0 0 0 GERI ANN BAPTISTA Secretary 4.0 0.0 X X 0 0 0 CHRIS LI TRUSTEE 4.0 0.0 X 0 0 0 NANCY HERTZOG TRUSTEE 2.0 0.0 X 0 0 0 GWEN MCCAW TRUSTEE 2.0 0.0 X 0 0 0 DANIELLE RUTHFIELD VICE CHAIR 6.0 0.0 X X 0 0 0 CATHERINE SCHEMBRE Trustee 2.0 0.0 X 0 0 0 SARAH STANLEY TRUSTEE 2.0 0.0 X 0 0 0 LUCINDA STEWART TRUSTEE 2.0 0.0 X 0 0 0 DAVID STEPHENSON Treasurer 4.0 0.0 X X 0 0 0 ROBERT LA FRAMBOISE TRUSTEE 2.0 0.0 X 0 0 0 GURDEEP PALL TRUSTEE 2.0 0.0 X 0 0 0 MERIDITH LOHR TRUSTEE 2.0 0.0 X 0 0 0 JAMIE STRAUSZ-CLARK TRUSTEE 2.0 0.0 X 0 0 0 HEATHER SMITH TRUSTEE 2.0 0.0 X 0 0 0 ANDREW MUN TRUSTEE 2.0 0.0 X 0 0 0 BRENDA NG TRUSTEE 2.0 0.0 X 0 0 0 MIKE McGILL TRUSTEE 2.0 0.0 X 0 0 0 Shehzad Mevawalla Trustee 2.0 0.0 X 0 0 0 VERONICA CODRINGTON-CAZEAU HEAD OF SCHOOL 50.0 0.0 X 243335 0 56324 DEBBIE LEE-RIZZI CFO 40.0 0.0 X 140265 0 28523 BRENDA CRAM PRIMARY DIVISION HEAD 40.0 0.0 X 123368 0 26261 WILLIAM HALSEY BELL UPPER DIVISION HEAD 40.0 0.0 X 120513 0 43997 TIFFANY CAREY Director of Advancement 40.0 0.0 X 133974 0 27094 761455 0 182199 5 false true false KIRTLEY-COLE ASSOCIATES LLC 1010 SE EVERETT MALL WAY SUITE 102 EVERETT WA 98208 3698416 BASSETTI ARCHITECTS 71 COLUMBIA ST SUITE 500 SEATTLE WA 98104 112053 Puget Sound Building Maintenance 20611 Bothell Everett Hwy 238 BOTHELL WA 98012 150222 3 308127 3639767 1172537 3947894 TUITION & FEES 611600 10595300 10595300 SUMMER & AFTER SCHOOL 611600 1066732 1066732 FORFEITED TUITION 611600 25200 25200 APPLICATION FEES 611600 8490 8490 11695722 267069 267069 0 0 0 0 0 -8677 -8677 -8677 -8677 44000 308127 85842 -41842 -41842 0 0 OTHER INCOME 900099 1475 1475 1475 15861641 11697197 216550 0 1209740 1209740 0 0 1182894 495232 490836 196826 0 5317984 3988488 1169956 159540 301026 219265 71104 10657 724742 550804 152196 21742 518407 378437 124418 15552 0 3907 3907 35060 35060 0 0 0 261047 156628 96588 7831 61079 6719 14048 40312 147124 29425 76504 41195 76905 70753 5383 769 0 501777 461635 35124 5018 9472 8714 663 95 0 81436 53748 24431 3257 100724 92666 7051 1007 0 758486 697807 53094 7585 112130 103160 7849 1121 CURRICULUM 677180 670408 6772 EMPLOYEE MORALE 44923 44923 PROFESSIONAL DEVELOPMENT 169132 111627 50740 6765 OTHER 243365 223896 17035 2434 12538540 9574075 2435987 528478 0 3378736 5075337 356575 3885819 2763345 22203 17906 0 0 0 0 0 0 0 0 104113 182184 28268880 5587329 19829663 22681551 8136051 9494088 333551 715208 0 0 100633 92247 0 0 37487370 39681840 756889 852227 0 0 1769939 1890401 6330000 5955000 0 0 0 0 0 0 0 0 674357 0 9531185 8697628 X 21492807 23276026 1022550 809004 5440828 6899182 27956185 30984212 37487370 39681840 3323101 -295074 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4986632 2675636 -40946 7621322 3266788 1737013 -17169 4986632 2506633 319476 440679 3266788 1876447 389840 240346 2506633 1647145 273237 -43935 1876447 0.13490 0.76390 0.10120 false false 1327331 1327331 25574882 4769908 20804974 77066 77066 1289117 817421 471696 484 484 22681551 14352532 -295074 -295074 14647606 1214035 1214035 15861641 11324505 11324505 1214035 1214035 12538540 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS PART V, LINE 4 THE EARNINGS FROM THE ENDOWMENT FUNDS SUPPORT UNDESIGNATED endowment, PROFESSIONAL DEVELOPMENT, STEWARDSHIP ON CAMPUS ASSETS, OUTREACH/ENRICHMENT, AND FINANCIAL AID PROGRAMS. PART X, LINE 2 THE SCHOOL EVALUATES ITS UNCERTAIN TAX POSITIONS AND A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A LIABILITY HAS BEEN INCURRED BY THE SCHOOL AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT CAN BE REASONABLY ESTIMATED. PART XI, LINE 4B FINANCIAL AID - $1,209,740 Endowment Expense - $4,295 PART XII, LINE 4B FINANCIAL AID - $1,209,740 Endowment Expense - $4,295 true true true true true true true false false false false false false false false false false true EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 and the Caribbean Investments 324000 324000 324000 true false true true true false COLLINS GROUP INC PLANNING & CONSULTING false AUCTION 352127 308127 44000 1154 44343 10360 29985 0 352127 308127 44000 1154 44343 10360 29985 85842 -41842 true FINANCIAL AID 70 979545 BOOK TUITION REDUCTION TUITION REMISSION 21 194400 BOOK TUITION REMISSION SCHOLARSHIP 17 35795 BOOK SCHOLARSHIP PROCEDURE FOR MONITORING GRANTS IN THE US SCHEDULE I, PART I, LINE 2 Financial AID The financial aid committee reviews the application forms and awards aid based upon the board approved financial aid policy. Tuition Reduction All employees with children enrolled in the school receive a board approved reduction in tuition. Scholarships The financial aid committee reviews the application forms and awards scholarships based upon the board approved financial aid policy. X X X X false false false false false false false false true VERONICA CODRINGTON-CAZEAU HEAD OF SCHOOL 243335 0 0 0 0 0 17500 0 38824 0 299659 0 0 0 DEBBIE LEE-RIZZI CFO 140265 0 0 0 0 0 10861 0 17662 0 168788 0 0 0 WILLIAM HALSEY BELL UPPER DIVISION HEAD 120513 0 0 0 0 0 8750 0 35247 0 164510 0 0 0 TIFFANY CAREY Director of Advancement 133974 0 0 0 0 9737 0 17357 0 161068 0 0 0 Schedule J, Question 3 THE BOARD SETS THE SALARY FOR THE HEAD OF SCHOOL, USING THE NWAIS (NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS) STATE-ONLINE TO OBTAIN COMPARATIVE COMPENSATION. THIS SALARY INFORMATION IS REVIEWED ON AN ANNUAL BASIS. TRUSTEE 11710 Grant Financial Assistance Officer 19520 Grant Tuition Remission Highly Compensated Employee 18080 Grant Tuition Remission X 15 1052774 Fair Market Value X AUCTION ITEMS 315 119763 FAIR MARKET VALUE false true false METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS NUMBER OF DONATED ITEMS IS DETERMINED BY NUMBER OF CONTRIBUTIONS. FORM 990, PART 1, LINE 6 VOLUNTEERS ARE ACTIVE PARTICIPANTS AT EVERGREEN SCHOOL. THEY CONTRIBUTE THEIR TIME AND TALENTS TO OUR COMMUNITY, FROM HELPING IN THE CLASSROOM TO CHAPERONING FIELD TRIPS, THEY CONTRIBUTE TO THE STUDENTS' EDUCATION IN EVERY ASPECT AND ARE AN ESSENTIAL RESOURCE. 23 VOLUNTEERS SERVE AS BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 DRAFT IS REVIEWED BY THE EVERGREEN SCHOOL CONTROLLER, THE CFO/COO AND THE FINANCE COMMITIEE CHAIR. FOLLOWING THIS REVIEW PROCESS, THE FINANCE COMMITIEE CHAIR SIGNS THE FINAL FORM 990. THE FINAL 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, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AND LOCAL, REGIONAL AND NATIONAL SALARY SURVEYS AS COMPENSATION GUIDELINES. THE HEAD OF SCHOOL'S COMPENSATION WAS LAST REVIEWED IN MAY 2016, AND THE COO/CFO COMPENSATION WAS LAST REVIEWED IN APRIL 2016. 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.