EVERGREEN SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN SCHOOL (EIN 91-0756462)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201420429349301412
- Schema version
- 2012v2.1
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-11T13:45:14-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910756462 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVER | NameControl |
| Phone | 2069571522 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1 |
| City | SHORELINE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE WEBB | Name |
| Title | TREASURER | Title |
| Phone | 2069571522 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2014-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | V CODRINGTON-CAZEAU | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1 |
| City | SHORELINE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11867379 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EVERGREENSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | WE EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 152 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 42 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 905272 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1054747 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9234667 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10101706 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 397928 | InvestmentIncomePriorYear |
| Investment Income Current Year | 349737 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 71919 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37117 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10609786 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11543307 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 935361 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1007401 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6237156 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6510522 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 45550 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 325505 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2507593 | OtherExpensePriorYear |
| Other Expenses Current Year | 2543765 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9680110 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10107238 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 929676 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1436069 | RevenuesLessExpensesCY |
| Total Assets BOY | 23528883 | TotalAssetsBOY |
| Total Assets EOY | 25304321 | TotalAssetsEOY |
| Total Liabilities BOY | 9385668 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8887473 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14143215 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16416848 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE INSPIRE AND EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER EVOLVING GLOBAL COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7127770 | Expense |
| Grants | 935025 | Grants |
| Revenue | 9222970 | Revenue |
| Description | 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 THROUGH THE EIGHTH GRADE. APPROXIMATELY 450 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2012-2013 SCHOOL YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 781518 | Expense |
| Grants | 72376 | Grants |
| Revenue | 878736 | Revenue |
| Description | EVERGREEN SCHOOL'S SUMMER AND AFTER SCHOOL PROGRAMS EMPHASIS 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7909288 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 102 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBRA LEE-RIZZI | NamePerson |
| Telephone Number | 2069571526 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15201 MERIDIAN AVE N | AddressLine1 |
| City | SHORELINE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| SARAH LAPSEN | ||||||||
| CHAIR (THRU 05/13) | 15.00 | X | X | 0 | 0 | 0 | ||
| MARIAN JOH | ||||||||
| CHAIR (FROM 06/13) & TREASURER | 10.00 | X | X | 0 | 0 | 0 | ||
| JANE HARVEY | ||||||||
| VICE CHAIR | 25.00 | X | X | 0 | 0 | 0 | ||
| ELOISE BOYLE | ||||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | ||
| GEMMA VALDEZ DAGGATT | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| HELEN DAY | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| TODD DELIGAN | ||||||||
| TRUSTEE | 2.50 | X | 0 | 0 | 0 | |||
| BONNIE DIXIT KOWDLEY | ||||||||
| TRUSTEE | 11.00 | X | 0 | 0 | 0 | |||
| CHRISTIAN HALLIBURTON | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MARGARET LINKER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GWEN MCCAW | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| DANI RUTHFIELD | ||||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | |||
| CATHERINE SCHEMBRE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| YUICHI SHODA | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LUCINDA STEWART | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| KATHLEEN TURNER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| GEORGE WEBB | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| DAVID WEISE | ||||||||
| TRUSTEE | 25.00 | X | 0 | 0 | 0 | |||
| VERONICA CODRINGTON-CAZEAU | ||||||||
| HEAD OF SCHOOL | 50.00 | X | 123568 | 0 | 7000 | |||
| TOM CORBOY | ||||||||
| CFO (THRU 01/13) | 40.00 | X | 156531 | 0 | 17837 | |||
| ERIC BARBER | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | 119475 | 0 | 22909 | X | |||
| CARMINE CHICKADEL | ||||||||
| UPPER DIVISION HEAD | 40.00 | 112104 | 0 | 6484 | X | |||
| MARGARET WAGNER | ||||||||
| FORMER HEAD OF SCHOOL | 0.00 | 173276 | 0 | 33457 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 684954 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 87687 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 10000 | FederatedCampaigns |
| Fundraising Events | 230564 | FundraisingEvents |
| All Other Contributions | 814183 | AllOtherContributions |
| Noncash Contributions | 160624 | NoncashContributions |
| Total Contributions | 1054747 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 9201150 | 9201150 |
| SUMMER & AFTER SCHOOL | 611110 | 878736 | 878736 |
| FORFEITED TUITION | 611110 | 13500 | 13500 |
| APPLICATION FEES | 611110 | 8320 | 8320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10101706 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 449192 | TotalRevenueColumn |
| Unrelated Business Revenue | 42 | UnrelatedBusinessRevenue |
| Exclusion | $449,150 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44450 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44450 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44450 | TotalRevenueColumn |
| Exclusion | $44,450 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45372 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25009 | Securities |
| Other | 119818 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20363 | Securities |
| Other | -119818 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99455 | TotalRevenueColumn |
| Exclusion | -$99,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 166859 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 230564 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 179175 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12316 | TotalRevenueColumn |
| Exclusion | -$12,316 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 4950 | GrossIncomeGaming |
| Gaming Direct Expenses | 70 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4880 | TotalRevenueColumn |
| Exclusion | $4,880 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103 | TotalRevenueColumn |
| Exclusion | $103 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 103 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11543307 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10101706 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 42 | UnrelatedBusinessRevenue |
| Exclusion | $386,812 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1007401 | Total |
| Program Services | 1007401 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380066 | Total |
| Management And General | 380066 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4791236 | Total |
| Program Services | 3900502 | ProgramServices |
| Management And General | 715773 | ManagementAndGeneral |
| Fundraising | 174961 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288251 | Total |
| Program Services | 235076 | ProgramServices |
| Management And General | 45198 | ManagementAndGeneral |
| Fundraising | 7977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585851 | Total |
| Program Services | 495760 | ProgramServices |
| Management And General | 78723 | ManagementAndGeneral |
| Fundraising | 11368 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465118 | Total |
| Program Services | 354862 | ProgramServices |
| Management And General | 95702 | ManagementAndGeneral |
| Fundraising | 14554 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13999 | Total |
| Management And General | 13999 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48655 | Total |
| Management And General | 48655 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45550 | Total |
| Fundraising | 45550 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588875 | Total |
| Program Services | 261169 | ProgramServices |
| Management And General | 314096 | ManagementAndGeneral |
| Fundraising | 13610 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35975 | Total |
| Program Services | 28522 | ProgramServices |
| Management And General | 5539 | ManagementAndGeneral |
| Fundraising | 1914 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636415 | Total |
| Program Services | 576373 | ProgramServices |
| Management And General | 24812 | ManagementAndGeneral |
| Fundraising | 35230 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16216 | Total |
| Program Services | 13851 | ProgramServices |
| Management And General | 2365 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417297 | Total |
| Program Services | 380974 | ProgramServices |
| Management And General | 32182 | ManagementAndGeneral |
| Fundraising | 4141 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44008 | Total |
| Program Services | 18602 | ProgramServices |
| Management And General | 21737 | ManagementAndGeneral |
| Fundraising | 3669 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60995 | Total |
| Program Services | 36032 | ProgramServices |
| Management And General | 19132 | ManagementAndGeneral |
| Fundraising | 5831 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121942 | Total |
| Program Services | 112187 | ProgramServices |
| Management And General | 8536 | ManagementAndGeneral |
| Fundraising | 1219 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419809 | Total |
| Program Services | 386224 | ProgramServices |
| Management And General | 29387 | ManagementAndGeneral |
| Fundraising | 4198 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EMPLOYEE MORALE | 29339 | 29339 | ||
| B & O STATE TAXES | 29243 | 6723 | 22462 | 58 |
| DUES/LICENSES | 24896 | 16778 | 6893 | 1225 |
| RECRUITMENT | 8869 | 8869 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47232 | Total |
| Program Services | 40044 | ProgramServices |
| Management And General | 7188 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10107238 | Total |
| Program Services | 7909288 | ProgramServices |
| Management And General | 1872445 | ManagementAndGeneral |
| Fundraising | 325505 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40124 | BOY |
| EOY | 34734 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921153 | BOY |
| EOY | 1663986 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106543 | BOY |
| EOY | 45080 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25664 | BOY |
| EOY | 46444 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46900 | BOY |
| EOY | 91615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15361144 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4216156 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11404005 | BOY |
| EOY | 11144988 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9588949 | BOY |
| EOY | 10722426 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1269754 | BOY |
| EOY | 1437643 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125791 | BOY |
| EOY | 117405 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23528883 | BOY |
| EOY | 25304321 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597121 | BOY |
| EOY | 656927 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1388547 | BOY |
| EOY | 1180546 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7400000 | BOY |
| EOY | 7050000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9385668 | BOY |
| EOY | 8887473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12092267 | BOY |
| EOY | 13800626 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393959 | BOY |
| EOY | 634305 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1656989 | BOY |
| EOY | 1981917 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14143215 | BOY |
| EOY | 16416848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23528883 | BOY |
| EOY | 25304321 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1436069 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 877564 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -40000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1876447 | BeginningOfYearBalance |
| Contributions | 389840 | Contributions |
| Investment Earnings Or Losses | 240346 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2506633 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1647145 | BeginningOfYearBalance |
| Contributions | 273237 | Contributions |
| Investment Earnings Or Losses | -43935 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1876447 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1634934 | BeginningOfYearBalance |
| Contributions | 191102 | Contributions |
| Investment Earnings Or Losses | 248789 | InvestmentEarningsOrLosses |
| Other Expenditures | 427680 | OtherExpenditures |
| End Of Year Balance | 1647145 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1363860 | BeginningOfYearBalance |
| Contributions | 164030 | Contributions |
| Investment Earnings Or Losses | 127544 | InvestmentEarningsOrLosses |
| Administrative Expenses | 20500 | AdministrativeExpenses |
| End Of Year Balance | 1634934 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1643172 | BeginningOfYearBalance |
| Contributions | 175183 | Contributions |
| Investment Earnings Or Losses | 23682 | InvestmentEarningsOrLosses |
| Other Expenditures | 58151 | OtherExpenditures |
| Administrative Expenses | 420026 | AdministrativeExpenses |
| End Of Year Balance | 1363860 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1202811 | OtherCostOrOtherBasis |
| Book Value | 1202811 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13256384 | OtherCostOrOtherBasis |
| Depreciation | 3685011 | Depreciation |
| Book Value | 9571373 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 631159 | OtherCostOrOtherBasis |
| Depreciation | 489793 | Depreciation |
| Book Value | 141366 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 270790 | OtherCostOrOtherBasis |
| Depreciation | 41352 | Depreciation |
| Book Value | 229438 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11144988 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 1286604 | F |
| PRIVATE EQUITY | 151039 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1437643 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 11592957 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 877564 | NetUnrealizedGainsInvestments |
| Other Revenues | -1007401 | OtherRevenues |
| Revenue Not Rptd F990 | -129837 | RevenueNotRptdF990 |
| Revenue Subtotal | 11722794 | RevenueSubtotal |
| Other Revenues Not Included | -179487 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -179487 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11543307 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9319324 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 219487 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 219487 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9099837 | ExpensesSubtotal |
| Other Expenses Not Included | 1007401 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1007401 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10107238 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE EARNINGS FROM THE FIVE ENDOWMENT FUNDS SUPPORT UNDESIGNATED, PROFESSIONAL DEVELOPMENT, STEWARDSHIP ON CAMPUS ASSETS, OUTREACH/ENRICHMENT, AND FINANCIAL AID PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,007,401. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES -59,669. LOSS ON DISPOSAL OF ASSETS -119,818. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES 59,669. LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE 40,000. LOSS ON DISPOSAL OF ASSETS 119,818. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,007,401. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLINS GROUP INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EAST PINE STREET | AddressLine1 |
| City | SEATTTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNING AND CONSULTING FOR A CAPITAL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 45550 | AmountRetainedByContractor |
| Net To Organization | -45550 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 45550 | TotalRetainedByContractors |
| Total Net To Organization | -45550 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION & DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 397423 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 230564 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 166859 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 42893 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 131182 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 397423 | GrossReceiptsTotal |
| Charitable Contributions Total | 230564 | CharitableContributionsTotal |
| Gross Revenue Total Events | 166859 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 42893 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 131182 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 179175 | DirectExpenseSummaryEvents |
| Net Income Summary | -12316 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| FINANCIAL AID | 63 | 0 | 829395 | BOOK | NON-CASH TUITION REDUCTION |
| TUITION REMISSION | 13 | 0 | 105744 | BOOK | NON-CASH TUITION REDUCTION |
| SCHOLARSHIP | 48 | 0 | 29236 | BOOK | NON-CASH TUITION REDUCTION |
| FINANCIAL AID - OTHER | 23 | 0 | 43026 | BOOK | NON CASH FEE REDUCTION IN AFTERSCHOOL CLASSES, BUS RIDES, LUNCHES AND SPORT ACTIVITIES |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS THE APPLICATION FORMS AND AWARDS AID BASED UPON THE BOARD APPROVED FINANCIAL AID POLICY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM CORBOY | ||||||||||||||
| CFO (THRU 01/13) | 155708 | 0 | 0 | 0 | 823 | 0 | 11900 | 0 | 5937 | 0 | 174368 | 0 | 0 | 0 |
| MARGARET WAGNER | ||||||||||||||
| FORMER HEAD OF SCHOOL | 173276 | 0 | 0 | 0 | 0 | 0 | 30623 | 0 | 2834 | 0 | 206733 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | VERONICA CODRINGTON-CAZEAU, PER HER CONTRACT, RECEIVES A HOUSING ALLOWANCE OF $3,000 PER MONTH, AND IT IS TREATED AS TAXABLE INCOME. |
| PART I, LINE 8 | AS A MATTER OF POLICY AND PROCEDURE, ALL EMPLOYMENT CONTRACTS FOR EXECUTIVES HAVE A REBUTTABLE PRESUMPTION OF REASONABLENESS COMPLETED. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 11660 | AmountOfGrant |
| Type Of Assistance | GRANT | TypeOfAssistance |
| Purpose Of Assistance | FINANCIAL AID | PurposeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37961 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 333 | 119576 | FAIR MARKET VALUE |
| X | SOFTWARE | 2 | 1498 | FAIR MARKET VALUE |
| X | BEADING | 1 | 1489 | FAIR MARKET VALUE |
| X | CAMERA | 1 | 100 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | NUMBER OF SECURITIES AND OTHER DONATED ITEMS WERE DETERMINED BY NUMBER OF CONTRIBUTIONS. NUMBER OF AUCTION ITEMS WAS DETERMINED BY NUMBER OF ITEMS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. 18 VOLUNTEERS SERVE AS BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FIRST FORM 990 DRAFT IS REVIEWED BY THE EVERGREEN SCHOOL CONTROLLER AND CFO/COO, AND THE SECOND DRAFT IS REVIEWED BY THE FINANCE COMMITTEE CHAIR. FOLLOWING THIS REVIEW PROCESS, THE FINANCE COMMITTEE CHAIR SIGNS THE FINAL FORM 990. THE FINAL FORM 990 IS DISTRIBUTED TO THE EVERGREEN SCHOOL BOARD OF DIRECTORS AFTER 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 (NWAIS), NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), AND LOCAL, REGIONAL AND NATIONAL SALARY SURVEYS AS COMPENSATION GUIDELINES. THE HEAD OF SCHOOL'S COMPENSATION WAS LAST REVIEWED IN NOVEMBER 2013, AND THE COO/CFO COMPENSATION WAS LAST REVIEWED IN NOVEMBER 2013. | |
| 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. | |
| FORM 990, PART XI, LINE 9: | LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -40,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments