2014-02-11T13:45:14-06:00 2013-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-07-01 910756462 EVERGREEN SCHOOL EVER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 GEORGE WEBB 2069571522 2014-02-11 1 SARA ELIZABETH J HYRE P00235495 4254544919 2014-02-11 2012 2015-11-30 17:44:51Z V CODRINGTON-CAZEAU 15201 MERIDIAN AVE N SHORELINE WA 98133 11867379 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE. 17 16 152 450 42 0 905272 1054747 9234667 10101706 397928 349737 71919 37117 10609786 11543307 935361 1007401 0 0 6237156 6510522 0 45550 325505 2507593 2543765 9680110 10107238 929676 1436069 23528883 25304321 9385668 8887473 14143215 16416848 WE INSPIRE AND EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER EVOLVING GLOBAL COMMUNITY. 0 0 7127770 935025 9222970 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. 781518 72376 878736 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. 7909288 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 152 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DEBRA LEE-RIZZI 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 SARAH LAPSEN 15.00 X X 0 0 0 MARIAN JOH 10.00 X X 0 0 0 JANE HARVEY 25.00 X X 0 0 0 ELOISE BOYLE 10.00 X X 0 0 0 GEMMA VALDEZ DAGGATT 0.50 X 0 0 0 HELEN DAY 10.00 X 0 0 0 TODD DELIGAN 2.50 X 0 0 0 BONNIE DIXIT KOWDLEY 11.00 X 0 0 0 CHRISTIAN HALLIBURTON 3.00 X 0 0 0 MARGARET LINKER 2.00 X 0 0 0 GWEN MCCAW 3.00 X 0 0 0 DANI RUTHFIELD 10.00 X 0 0 0 CATHERINE SCHEMBRE 5.00 X 0 0 0 YUICHI SHODA 3.00 X 0 0 0 LUCINDA STEWART 5.00 X 0 0 0 KATHLEEN TURNER 1.50 X 0 0 0 GEORGE WEBB 4.00 X 0 0 0 DAVID WEISE 25.00 X 0 0 0 VERONICA CODRINGTON-CAZEAU 50.00 X 123568 0 7000 TOM CORBOY 40.00 X 156531 0 17837 ERIC BARBER 40.00 X 119475 0 22909 CARMINE CHICKADEL 40.00 X 112104 0 6484 MARGARET WAGNER 0.00 X 173276 0 33457 684954 0 87687 5 1 1 0 0 10000 230564 814183 160624 1054747 TUITION AND FEES 611110 9201150 9201150 SUMMER & AFTER SCHOOL 611110 878736 878736 FORFEITED TUITION 611110 13500 13500 APPLICATION FEES 611110 8320 8320 10101706 449192 42 449150 44450 0 44450 44450 44450 45372 25009 119818 20363 -119818 -99455 -99455 166859 230564 179175 -12316 -12316 4950 70 4880 4880 103 103 103 11543307 10101706 42 386812 1007401 1007401 380066 380066 4791236 3900502 715773 174961 288251 235076 45198 7977 585851 495760 78723 11368 465118 354862 95702 14554 13999 13999 48655 48655 45550 45550 588875 261169 314096 13610 35975 28522 5539 1914 636415 576373 24812 35230 16216 13851 2365 417297 380974 32182 4141 44008 18602 21737 3669 60995 36032 19132 5831 121942 112187 8536 1219 419809 386224 29387 4198 EMPLOYEE MORALE 29339 29339 B & O STATE TAXES 29243 6723 22462 58 DUES/LICENSES 24896 16778 6893 1225 RECRUITMENT 8869 8869 47232 40044 7188 10107238 7909288 1872445 325505 40124 34734 921153 1663986 106543 45080 25664 46444 46900 91615 15361144 4216156 11404005 11144988 9588949 10722426 1269754 1437643 125791 117405 23528883 25304321 597121 656927 1388547 1180546 7400000 7050000 9385668 8887473 X 12092267 13800626 393959 634305 1656989 1981917 14143215 16416848 23528883 25304321 X 1436069 877564 -40000 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1876447 389840 240346 2506633 1647145 273237 -43935 1876447 1634934 191102 248789 427680 1647145 1363860 164030 127544 20500 1634934 1643172 175183 23682 58151 420026 1363860 0.00000 0.77000 0.23000 0 0 1202811 1202811 13256384 3685011 9571373 631159 489793 141366 270790 41352 229438 11144988 HEDGE FUNDS 1286604 F PRIVATE EQUITY 151039 F 1437643 11592957 877564 -1007401 -129837 11722794 -179487 -179487 11543307 9319324 219487 219487 9099837 1007401 1007401 10107238 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 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. X 1 COLLINS GROUP INC 501 EAST PINE STREET SEATTTLE WA 98122 PLANNING AND CONSULTING FOR A CAPITAL CAMPAIGN 0 0 45550 -45550 45550 -45550 AUCTION & DINNER 397423 230564 166859 42893 5100 131182 397423 230564 166859 42893 5100 131182 179175 -12316 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 1 0 X X X X 0 0 0 0 0 0 0 0 1 1 TOM CORBOY 155708 0 0 0 823 0 11900 0 5937 0 174368 0 0 0 MARGARET WAGNER 173276 0 0 0 0 0 30623 0 2834 0 206733 0 0 0 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. 11660 GRANT FINANCIAL AID X 12 37961 FAIR MARKET VALUE 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 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): NUMBER OF SECURITIES AND OTHER DONATED ITEMS WERE DETERMINED BY NUMBER OF CONTRIBUTIONS. NUMBER OF AUCTION ITEMS WAS DETERMINED BY NUMBER OF ITEMS RECEIVED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -40,000.