2016-04-26T13:29:40-05:00 2015-06-30 910959909 NR SMITH AND ASSOCIATES PS 2120 CATON WAY SW OLYMPIA WA 985021106 990 2014-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW NO L1125 OLYMPIA WA 98505 KERI CARKEEK CHAIR 3608676300 2016-04-26 1 DANIEL MORTENSEN CPA P01631156 3607549475 2014 2016-08-17 19:52:53Z KERI CARKEEK 2700 EVERGREEN PARKWAY NW NO L1125 OLYMPIA WA 98505 3303572 0 X WWW.EVERGREEN.EDU/GIVE/HOME.HTM X 1976 WA TO BUILD AN OUTSTANDING FUTURE FOR THE EVERGREEN STATE COLLEGE IN OLYMPIA, WASHINGTON 15 15 0 16 0 0 2671064 2824144 0 0 280928 358977 118327 63926 3070319 3247047 1369889 1050231 0 0 0 0 0 0 184937 693696 868019 2063585 1918250 1006734 1328797 13252535 14766115 114632 33326 13137903 14732789 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 A MARGIN OF EXCELLENCE BY FUNDING SCHOLARSHIPS, PROGRAM ENDOWMENTS, EQUIPMENT AND OTHER CAMPUS NEEDS. 0 0 625841 580214 PUBLIC SERVICE CENTERS.IN DEMONSTRATION OF EVERGREEN'S STRONG COMMITMENT TO GIVE BACK TO THE COMMUNITIES IT SERVES, THE COLLEGE CURRENTLY OPERATES FIVE PUBLIC SERVICE CENTERS WHICH INCLUDE THE CENTER FOR COMMUNITY-BASED LEARNING AND ACTION, THE CENTER FOR SUSTAINABLE INFRASTRUCTURE, THE LONGHOUSE EDUCATION AND CULTURAL CENTER, THE WASHINGTON CENTER FOR IMPROVING THE QUALITY OF UNDERGRADUATE EDUCATION AND THE WASHINGTON STATE INSTITUTE FOR PUBLIC POLICY. THE FOUNDATION SUPPORTS THESE PUBLIC SERVICE CENTERS BY SECURING AND ADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. 497055 11512 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. 458505 458505 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. 1581401 1 1 0 1 0 0 0 0 0 1 0 1 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 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 CRAIG CHANCE PAST CHAIR 1.20 X X 0 0 0 JOYCE IRVINE CHAIR 1.20 X X 0 0 0 KERI CARKEEK VICE CHAIR 1.20 X X 0 0 0 SARAH RUMBAUGH SECRETARY 1.20 X X 0 0 0 GLENN LANDRAM TREASURER 1.20 X X 0 0 0 TOM ANDERSON GOVERNOR 1.00 X 0 0 0 SOPHIE BILEZIKIAN GOVERNOR 1.00 X 0 0 0 REBECCA CHAMBERLAIN GOVERNOR 1.00 X 0 0 0 PAUL GOLDBERG GOVERNOR 1.00 X 0 0 0 GLEN KRIEKENBECK GOVERNOR 1.00 X 0 0 0 JOE LANE GOVERNOR 1.00 X 0 0 0 MARCIA MUELLER GOVERNOR 1.00 X 0 0 0 MATT NEWMAN GOVERNOR 1.00 X 0 0 0 RICK OLDENBURG GOVERNOR 1.00 X 0 0 0 MARTY OPPENHEIMER GOVERNOR 1.00 X 0 0 0 JOHN HURLEY EX-OFFICIO GOVERNOR 1.00 X 0 0 0 DAVID NICANDRI EX-OFFICIO GOVERNOR 1.00 X 0 0 0 LES PURCE EX-OFFICIO GOVERNOR 1.00 X 0 0 0 AMANDA WALKER EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 86898 2737246 125600 2824144 358977 358977 44628 86898 56525 -11897 -11897 GIFT FEES 611710 75823 75823 75823 3247047 75823 0 347080 591726 591726 458505 458505 497551 320674 176877 19430 19430 4557 4557 47559 23073 24486 15529 7605 5044 2880 22784 6883 15901 8321 6484 728 1109 127293 73274 54019 SUPPLIES 64199 61376 2823 MISCELLANEOUS 60796 27244 29481 4071 1918250 1581401 151912 184937 1292584 3216902 706933 719441 324609 11253018 10505163 13252535 14766115 13528 22142 101104 11184 114632 33326 X 1155859 1752123 5428606 5620080 6553438 7360586 13137903 14732789 13252535 14766115 X 1328797 269157 -3070 X X 0 1 X 1 0 X 3024396 2606456 2623161 2671064 2824144 13749221 897139 1266294 950951 1182103 1226233 5522720 3921535 3872750 3574112 3853167 4050377 19271941 4459083 14812858 218889 218645 225859 280928 358977 1303298 17791 42105 82253 107853 75823 325825 20901064 135593 0.70870 0.72850 X SCHEDULE A PART II, LINE 10 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8372 8372 1581401 1589773 229489 57372 0 0 240253 239717 229489 709459 1064189 6552 0 8372 14924 60063 59929 57372 177364 266046 1 8582129 807148 526188 313767 9601698 6840914 939946 973016 171747 8582129 5535028 1418603 619276 731993 6840914 4784527 1046782 -112998 183283 5535028 4234814 167058 544490 161835 4784527 0.76660 0.23340 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 10505163 F 10505163 ANNUITY PAYMENT LIABILITY 11184 11184 4769102 269158 1226233 26664 1522055 3247047 0 3247047 3174217 1226233 29734 1255967 1918250 0 1918250 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 -3,070. FUNDRAISING EXPENSES ON 990 AGAINST REVENUES 29,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUES 29,734. ART OF LIVING 131526 86898 44628 26791 5456 12453 4500 7325 131526 86898 44628 26791 5456 12453 4500 7325 56525 -11897 1 EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 591726 PROVIDE SUPPORT TO THE COLLEGE AND ITS GOAL OF A QUALITY EDUCATION FOR ITS STUDENTS. STUDENT SCHOLARSHIPS/GRANTS 188 458505 PART I, LINE 2: 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. LES PURCE PRESIDENT OF COLLEGE 4866 CAR ALLOWANCE X 49 14260 FAIR VALUE X 14 90213 FAIR VALUE X MATERIALS 29 21127 FAIR VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 1. THE AUDIT FIRM FOR THE FOUNDATION COMPLETES THE SCHEDULES AND CHECKLISTS AND PROVIDES THE DRAFT FORM 990. IT 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 BOARD CHAIR 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 EITHER ON THE WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY -3,070. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.