2014-11-05T18:50:56-06:00 2013-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-01-01 912036088 COLLEGE SUCCESS FOUNDATION COLL 4254162000 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 YOLANDA L WATSON SPIVA PHD PRESIDENT & CEO 4254162000 2014-11-05 1 JANE M SEARING P00000565 4254544919 2014-11-05 2013 2015-11-30 17:44:51Z YOLANDA L WATSON SPIVA 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 33025708 0 X WWW.COLLEGESUCCESSFOUNDATION.ORG X 2000 WA INSPIRE UNDERSERVED, LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL. 17 12 205 811 0 0 51799164 9495012 5273944 4005387 816179 358291 -40680 -219146 57848607 13639544 26015892 8375318 0 0 6982769 7802303 25866 325227 2125215 2778547 2820147 35803074 19322995 22045533 -5683451 76765029 65567193 30393281 24704003 46371748 40863190 X WE INSPIRE UNDERSERVED, LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL BY PROVIDING THE UNIQUE INTEGRATED SYSTEM OF SUPPORTS AND SCHOLARSHIPS THEY NEED TO GRADUATE COLLEGE AND SUCCEED IN LIFE. 0 0 2663187 69117 1149821 EARLY COLLEGE READINESS PROGRAMSGOALS: DEVELOP HIGH SCHOOL-READY AND COLLEGE-AWARE MIDDLE SCHOOL SCHOLARS CSF PROVIDES EARLY CAREER AND COLLEGE AWARENESS BEGINNING IN 7TH GRADE. THROUGH AMERICORPS COLLEGE AND CAREER COACHES AT THE MIDDLE SCHOOL PROGRAM LEVEL, CSF OFFERS HIGH SCHOOL AND COLLEGE PLANNING INFORMATION, ENCOURAGES STUDENTS TO BEGIN EXPLORING POSSIBLE CAREER OPTIONS AND PUSHES THEM TOWARDS COLLEGE- AND CAREER-READY ACADEMIC ACHIEVEMENT. HANDS-ON STEM ACTIVITIES HELP BUILD INTEREST AND CONFIDENCE IN STUDENTS TO PREPARE FOR AND PURSUE A CAREER IN THESE AREAS. CSF SERVES AN AVERAGE OF 4,000 MIDDLE SCHOOL STUDENTS ANNUALLY THROUGH THE COLLEGE AND CAREER READINESS PROGRAM.CSF ALSO WORKS WITH THE WASHINGTON STUDENT ACHIEVEMENT COUNCIL (WSAC), SCHOOL DISTRICTS AND OTHER COLLEGE ACCESS PROVIDERS TO ENSURE LOW-INCOME 7TH AND 8TH GRADERS SIGN UP FOR EARLY SCHOLARSHIP COMMITMENTS THROUGH WASHINGTON STATE'S COLLEGE BOUND SCHOLARSHIP (CBS) - A FOUR-YEAR SCHOLARSHIP THAT COVERS TUITION, FEES AND BOOKS FOR PARTICIPATING STUDENTS TO ATTEND A TWO-YEAR, FOUR-YEAR OR TECHNICAL COLLEGE UPON HIGH SCHOOL COMPLETION. AS OF NOVEMBER 2013, CSF HELPED SIGN UP OVER 153,000 STUDENTS FOR THIS LIFE-CHANGING OPPORTUNITY. THIS INCLUDED 80% OF ELIGIBLE EIGHTH GRADE STUDENTS (HIGH SCHOOL GRADUATING CLASS OF 2017). 1641566 15150 841838 COLLEGE ADVISING & MENTORING PROGRAMSGOAL: PRODUCE COLLEGE-READY HIGH SCHOOL GRADUATESAS STUDENTS MOVE FROM MIDDLE SCHOOL TO HIGH SCHOOL, THEY ARE SUPPORTED IN THE 8TH TO 10TH GRADE TRANSITION YEARS BY CSF'S HERO (HIGHER EDUCATION READINESS OPPORTUNITY) PROGRAM. HERO ADVISORS CONTINUE CAREER AWARENESS PROGRAMMING AND ENCOURAGE STUDENTS TO STUDY HARD, GRADUATE FROM HIGH SCHOOL AND PREPARE FOR AND COMPLETE COLLEGE. THE HERO PROGRAM ENGAGED 473 STUDENTS IN 2012 - 2013 IN FOUR HIGH SCHOOLS AND TWO MIDDLE SCHOOLS IN THE SEATTLE METROPOLITAN AREA AND TACOMA. ANOTHER 263 STUDENTS WERE SERVED IN TWO HIGH SCHOOLS AND THE FEEDER MIDDLE SCHOOLS IN WARDS 7 AND 8 IN WASHINGTON, D.C. HERO HOSTS SATURDAY HERO INSTITUTES ON COLLEGE CAMPUSES TO BRING HERO STUDENTS AND PARENTS TOGETHER FOR WORKSHOPS ON CAREER AND COLLEGE READINESS TOPICS, SUCH AS SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM), BUSINESS AND ENTREPRENEURSHIP. IN THE 11TH AND 12TH GRADES CSF'S COLLEGE PREPARATORY ADVISORS (CPAS) PROVIDE PROACTIVE ACADEMIC ADVISING, COLLEGE PLANNING INFORMATION, GRADE MONITORING AND REFERRALS FOR ADDITIONAL INTERVENTIONS FOR STUDENTS IN ITS PROGRAMS. THEY ARE SCHOOL-BASED AND WORK IN CLOSE COLLABORATION WITH TEACHERS AND GUIDANCE COUNSELORS. CPAS ALSO HELP ASSESS COLLEGE READINESS BY WORKING WITH COMMUNITY COLLEGES TO ADMINISTER COLLEGE PLACEMENT TESTING AS EARLY AS 10TH GRADE, AND THEY ASSIST WITH TEST PREPARATION, TRANSCRIPT REVIEWS AND MONITORING. CSF-RECRUITED MENTORS SERVE AS SUPPORTIVE ADULT ROLE MODELS AND ASSIST WITH HIGH SCHOOL AND COLLEGE PLANNING. CSF COLLEGE PREPARATORY ADVISORS ASSIST STUDENTS IN THE 12TH GRADE WITH THE COLLEGE APPLICATION PROCESS. CSF PROVIDES FINANCIAL AID PLANNING AND EDUCATION, INCLUDING ASSISTANCE WITH THE FAFSA. COLLEGE VISITATIONS AND COLLEGE-LEVEL SCHOLAR SPEAKERS ARE IMPORTANT COMPONENTS OF THE PROGRAM. CSF ALSO PROVIDES SUMMER ACADEMIC READINESS PROGRAMMING THROUGH RESIDENTIAL COLLEGE EXPERIENCES TO INTRODUCE STUDENTS TO COLLEGE ENVIRONMENTS AND OFFER WORKSHOPS ON THE FINANCIAL AID PROCESS, ACADEMIC PLANNING, MENTORING AND SOCIAL AND NETWORKING SKILL DEVELOPMENT. IN 2012 - 2013, 51,840 STUDENTS WERE SERVED BY CSF IN MIDDLE AND HIGH SCHOOL. THROUGH THE WASHINGTON STATE OPPORTUNITY SCHOLARSHIP, CSF SUPPORT HELPS TO CREATE A MORE DIVERSE POOL OF QUALIFIED AND TALENTED STUDENTS SEEKING STEM DEGREES AND BUILD AN EFFECTIVE STATEWIDE INTEGRATED SYSTEM OF SUPPORTS THAT ARE COST EFFICIENT, SCALABLE, SUSTAINABLE AND DATA-DRIVEN. CSF COLLABORATES WITH STEM PARTNERS TO EXPAND AND STRENGTHEN STEM NETWORKS TO PROVIDE TARGETED SUPPORT TO UNDERREPRESENTED STUDENTS (STUDENTS OF COLOR, FIRST-GENERATION STUDENTS, FEMALES AND LOW-INCOME STUDENTS) TO INCREASE STUDENTS' CONFIDENCE, INTEREST AND PREPARATION IN STEM. 10902165 8291051 1840684 SCHOLARSHIP AND COLLEGE PROGRAMSGOAL: REMOVE FINANCIAL BARRIERS, INCREASE RETENTION AND GRADUATIONCSF SEEKS TO REDUCE FINANCIAL BARRIERS LOW-INCOME STUDENTS FACE BY AWARDING NEED-BASED SCHOLARSHIPS. BY THE END OF 2013, CSF HAD AWARDED 12,427 SCHOLARSHIPS TO 11,617 STUDENTS, TOTALING NEARLY $180 MILLION. TO DATE, 3,818 GRADUATES HAVE RECEIVED BACHELOR'S DEGREES. CSF DESIGNS AND MARKETS SCHOLARSHIP APPLICATION MATERIALS, DEVELOPS SELECTION PROCESSES TARGETED AT THE NON-TRADITIONAL COLLEGE APPLICANT AND CREATES SCORING RUBRICS THAT CONSIDER VARIABLES REQUIRED BY THE FUNDER AND INCLUDE TRADITIONAL AND NON-TRADITIONAL SELECTION CRITERIA. CSF ALSO MANAGES WRITTEN AGREEMENTS WITH COLLEGE PARTNERS AND AWARDS SCHOLARSHIPS AS "LAST-IN" SCHOLARSHIP/GRANT FUNDS. CSF TRACKS ITS SCHOLARSHIP AWARDS AND SCHOLARS THROUGH A STUDENT DATA MANAGEMENT SYSTEM, WHILE RESPONDING TO INDIVIDUAL SCHOLAR'S FINANCIAL SITUATIONS AND NEEDS. THROUGH THE WASHINGTON STATE OPPORTUNITY SCHOLARSHIP, CSF LEVERAGES ACADEMIC AND PERSONAL SUPPORTS OFFERED ON CAMPUSES TO CONNECT SCHOLARS TO STEM-RELATED SUPPORTS SUCH AS INTERNSHIPS, UNDERGRADUATE RESEARCH EXPERIENCES AND ACADEMIC TUTORING TO HELP INCREASE DEGREE COMPLETION IN HIGH-DEMAND STEM AND HEALTH CARE FIELDS.ADVISING, MENTORING AND ACADEMIC SUPPORTS CONTINUE AS STUDENTS TRANSITION INTO COLLEGE. CSF COUNSELS STUDENTS TO APPLY TO COLLEGES THAT RETAIN LOW-INCOME STUDENTS AND PROVIDE ACADEMIC PLANNING TO ATTAIN A BACHELOR'S DEGREE, WHETHER THE STUDENT BEGINS AT A TWO-YEAR OR FOUR-YEAR COLLEGE. IN 2012 - 2013, THERE WERE 505 MENTORS WORKING WITH STUDENTS, 100% OF WHOM WERE SPECIALLY TRAINED BY CSF STAFF. MENTORING HAS BEEN SHOWN TO BE HIGHLY EFFECTIVE FOR RETAINING FIRST-YEAR STUDENTS INTO THEIR SECOND AND THIRD YEARS IN COLLEGE. CSF HAS ESTABLISHED PARTNERSHIPS/AGREEMENTS WITH COLLEGES AND UNIVERSITIES THROUGHOUT THE STATE TO DESIGNATE A FACULTY/STAFF MEMBER FROM THEIR CAMPUSES TO SERVE IN THE CAPACITY OF A COLLEGE MENTOR COORDINATOR (CMC) AND/OR A DESIGNATED SUPPORT STAFF (DSS). UPPER DIVISION COLLEGE STUDENTS, MANY OF WHOM ARE ALSO CSF SCHOLARS, OFTEN SERVE AS MENTORS TO FIRST-YEAR AND SOPHOMORE STUDENTS. 381354 60241 ALUMNI SERVICESGOAL: TRANSITION TO CAREER AND POST-COLLEGE LIFETHE CSF ALUMNI PROGRAM AND THE CENTER FOR CAREER SUCCESS HELP SCHOLARS PREPARE FOR THE TRANSITION INTO THE PROFESSIONAL WORLD AND ENCOURAGE ALUMNI TO GIVE BACK TO THE COMMUNITIES IN WHICH THEY WERE RAISED, OFTEN BY HELPING YOUNGER STUDENTS NAVIGATE THE COLLEGE PLANNING PROCESS. ALUMNI SERVICES INCLUDE ALUMNI WORKSHOPS, LECTURES AND NETWORKING OPPORTUNITIES TO DEVELOP RELATIONSHIPS AND LEARN AND PREPARE FOR GRADUATE EDUCATION. ADDITIONALLY, CSF FOSTERS AN INCLUSIVE CULTURE FOR SCHOLARS THROUGH CAREER WORKSHOPS AND PERSONAL DEVELOPMENT PROGRAMMING, CONSISTENT AND REGULAR COMMUNICATION AND ON-CAMPUS EVENTS IN CONJUNCTION WITH COLLEGE PARTNERS. CSF COLLABORATES WITH COMPANIES THAT NOT ONLY PROMOTE JOB AND INTERNSHIP OPPORTUNITIES BUT ALSO VALUE THE DIVERSITY AND THE POTENTIAL OF STUDENTS TO INCREASE THEIR PREPARATION FOR AND SUCCESS IN APPLYING FOR EMPLOYMENT. TO DATE, 28% OF CSF ALUMNI HAVE PARTICIPATED IN OR ARE CURRENTLY PARTICIPATING IN GRADUATE SCHOOL OR RECEIVING AN ADVANCED DEGREE. 125623 112803 POLICY, ADVOCACY, AND COALITION BUILDINGGOALS: ADVOCATE FOR POLICY CHANGE AND CREATE STATEWIDE COLLEGE ACCESS NETWORKCSF SERVES AS A KEY PROPONENT FOR POLICY CHANGES THAT ENABLE MORE LOW-INCOME STUDENTS TO GRADUATE FROM HIGH SCHOOL COLLEGE- AND CAREER-READY. THE ORGANIZATION IS ACTIVELY ENGAGED IN BUILDING A STATEWIDE COALITION THAT SUPPORTS COLLEGE ACCESS AND COMPLETION FOR LOW-INCOME STUDENTS. THROUGH ITS POLICY AGENDA, CSF SEEKS TO:- SUPPORT AN INCREASED COMMITMENT TO COLLEGE READINESS, MORE RIGOROUS COLLEGE PREPARATORY CURRICULA AND IMPROVEMENTS IN INSTRUCTION.- CATALYZE IMPROVED ALIGNMENT OF SECONDARY AND POST-SECONDARY SUPPORTS THAT CATER TO AN INDIVIDUAL STUDENT'S LEVEL OF READINESS.- INCREASE NEED-BASED FINANCIAL AID AND COLLEGE ACCESS AT THE STATE AND FEDERAL LEVELS. - IMPROVE COLLEGE DEGREE ATTAINMENT RATES AND SUPPORT EMPLOYMENT OPPORTUNITIES FOR NEW GRADUATES.CSF IS A FOUNDING ORGANIZATION OF THREE MAJOR COLLECTIVE IMPACT INITIATIVES. THE FIRST IS THE WASHINGTON COLLEGE ACCESS NETWORK (WCAN), WHICH IS A PROGRAM OF THE COLLEGE SUCCESS FOUNDATION. WCAN COLLABORATES WITH 15 REGIONAL NETWORKS THROUGHOUT THE STATE OF WASHINGTON TO IMPROVE PREPARATION AND ACCESS TO HIGHER EDUCATION TO ALL STUDENTS. WCAN DRIVES POSITIVE CHANGE IN EDUCATIONAL ACHIEVEMENT BY HELPING SCHOOLS, DISTRICTS, COMMUNITY-BASED ORGANIZATIONS AND OTHER STAKEHOLDERS WITH THE KNOWLEDGE, TOOLS AND RESOURCES THEY NEED TO MAKE DATA-DRIVEN DECISIONS AND TAKE ACTION ON THE LOCAL/REGIONAL LEVEL. THE SECOND IS THE ROAD MAP PROJECT, A REGION-WIDE EFFORT AIMED AT IMPROVING EDUCATION TO DRIVE IMPROVEMENT IN STUDENT ACHIEVEMENT IN SEVEN SCHOOL DISTRICTS IN SOUTH KING COUNTY AND SOUTH SEATTLE. THE THIRD IS THE COLLEGE CREDENTIAL COMPLETION NETWORK IN WASHINGTON, D.C., WHERE CSF - DC WORKS CLOSELY ON THE PROJECT UNDER THE DIRECTION OF THE OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION TO ADDRESS THE DISCREPANCY IN COLLEGE GRADUATION RATES BETWEEN THE NATION'S CAPITAL AND THE REST OF THE NATION. THESE INITIATIVES ARE BUILDING EFFECTIVE PARTNERSHIPS AMONG SCHOOLS, DISTRICTS, COMMUNITIES, NONPROFIT ORGANIZATIONS, CORPORATIONS, FOUNDATIONS AND RESEARCHERS WITH THE GOAL TO INCREASE COLLEGE DEGREE ATTAINMENT BY LOW-INCOME AND OTHER UNDERSERVED STUDENTS. 506977 173044 15713895 1 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 55 0 1 205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 17 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X JOHN SPARKS 4254162000 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 BOB CRAVES CEO - THROUGH 8/13 30.00 20.00 X X 142050 0 24919 JOE GAFFNEY CHAIR 2.00 2.00 X X 0 0 0 JIM MURPHY VICE CHAIR 1.50 0.00 X X 0 0 0 DEBORAH ROSEN SECRETARY 1.50 0.00 X X 0 0 0 SAM SMITH PHD TREASURER 2.00 1.50 X X 0 0 0 DEBORAH WILDS PHD COO 45.00 5.00 X X 194334 0 26530 ANN RAMSAY-JENKINS BOARD MEMBER 20.00 0.00 X 31250 0 0 FRED CAMPBELL PHD PRESIDENT 1.50 0.00 X X 0 0 0 GERRI CRAVES BOARD MEMBER 1.50 0.00 X 0 0 0 SUSAN DAVIS BOARD MEMBER 2.00 0.00 X 0 0 0 FRANK GREER BOARD MEMBER 1.50 0.00 X 0 0 0 BOB MOSER BOARD MEMBER 1.50 0.00 X 0 0 0 DOUG PICHA BOARD MEMBER 2.00 1.50 X 0 0 0 PATRICIA RAIKES BOARD MEMBER 2.00 1.50 X 0 0 0 KATHLEEN ROSS PHD BOARD MEMBER 1.50 0.00 X 0 0 0 HERBERT TILLERY BOARD MEMBER 1.50 50.00 X 0 179660 18614 LARRY WRIGHT PHD BOARD MEMBER 1.50 40.00 X 0 22871 6215 YOLANDA WATSON SPIVA PHD PRESIDENT & CEO - BEGINNING 9/13 45.00 5.00 X 55293 0 9307 JOHN MCDOWELL CFO 43.50 6.50 X 132284 0 19785 SUE BYERS PROGRAM MGR 50.00 0.00 X 146600 0 21587 SUSAN POLLACK PROGRAM MGR 40.00 10.00 X 137907 0 8634 839718 202531 135591 8 0 1 0 PYRAMID COMMUNICATIONS 1932 FIRST AVE SUITE 507 SEATTLE WA 98101 CONSULTING 289786 DORSEY & WHITNEY LLP P O BOX 1680 MINNEAPOLIS MN 55480 LEGAL 140124 2 4819154 4675858 51033 9495012 FEES FROM GOVT AGENCY 900099 3400167 3400167 SO ADMIN SERVICE FEES 900099 600870 600870 CONFERENCE FEES 900099 4350 4350 4005387 692910 692910 4560 0 4560 4560 4560 18499493 18834112 -334619 -334619 -334619 177566 4819154 552052 -374486 -374486 INSURANCE RECOVERY 900099 150000 150000 780 780 150780 13639544 4005387 0 139145 3458071 3458071 4917247 4917247 629501 138683 198364 292454 5595195 4259569 638531 697095 476588 385272 43701 47615 581200 451382 61828 67990 519819 389515 59712 70592 136132 3982 9524 122626 63145 63145 55279 55279 325227 325227 55506 49864 5254 388 297559 175417 18323 103819 433794 263813 37870 132111 55402 34788 15017 5597 425819 250078 133133 42608 230644 109694 99454 21496 STAFF EXPENSES 601429 410291 59521 131617 EDUCATIONAL EVENTS 352414 352414 REPAIRS AND MAINTENANCE 99475 50453 40481 8541 VOLUNTEER EXPENSES 13549 13362 27 160 19322995 15713895 1483885 2125215 13964532 26950709 34269824 25002698 1655063 2079487 59690 111626 2393072 1567131 887132 825941 25806927 10081400 121861 515332 76765029 65567193 933159 1506853 29460122 23197150 30393281 24704003 X 1627477 682616 19836423 27345480 24907848 12835094 46371748 40863190 76765029 65567193 -5683451 174893 0 X 0 1 X 1 1 1 X 7862566 12039205 15877319 51799164 9495012 97073266 7862566 12039205 15877319 51799164 9495012 97073266 48443747 48629519 2301215 2012875 1435260 958662 697470 7405482 150000 150000 104628748 20005515 0.46480 0.43060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERY - 2013 AMOUNT: $ 150,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55279 55279 19819768 19875047 1000000 250000 0 0 874067 1000000 1000000 2874067 4311101 135662 87850 55279 278791 218517 250000 250000 718517 1077776 0 24248 0 1 1 10208802 5181953 39783 7500000 7930538 5180966 5000775 27061 10208802 219138 5000000 -6140 32032 5180966 201200 17938 219138 201200 201200 0.99410 0.00590 0 0 264298 142084 122214 434761 386447 48314 1694013 1038600 655413 825941 17795928 174893 106334 4476027 4757254 13038674 600870 600870 13639544 29741240 106334 10912781 11019115 18722125 600870 600870 19322995 PART V, LINE 4: THE FOUNDATION USES THESE ENDOWMENT FUNDS FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 4,476,027. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 600,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 10,912,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 600,870. X 1 TERESA I GOODMAN CONSULTING 2103 NE 33RD PL RENTON WA 98056 EVENT PLANNING & MGMT; SPONSOR SOLICITATION 0 398655 27379 371276 PYRAMID COMMUNICATIONS 1932 1ST AVE STE 507 SEATTLE WA 98101 FUNDRAISING STRATEGY, PLANNING, & MATERIALS 0 0 256977 -256977 JOAN CAINE 14729 38TH AVE NE LAKE FOREST PARK WA 98155 DEVELOP STRATEGIC FUNDRAISING PLAN 0 0 68250 -68250 398655 352606 46049 WA COSTCO BREAKFAST 3612835 3567044 45791 54547 46829 127946 EMPOWERING YOUTH SEATTLE LUNCHEON 482612 437567 45045 46292 26588 43178 3 901273 814543 86730 15000 24160 49784 8194 109534 4996720 4819154 177566 15000 24160 150623 81611 280658 552052 -374486 1 SEATTLE UNIVERSITY 901 12TH AVE SEATTLE WA 98122 910565006 501(C)(3) 1669598 STUDENT COLLEGE SCHOLARSHIPS UNIVERSITY OF WASHINGTON PO BOX 355820 SEATTLE WA 98195 943079432 GOVERNMENT 1669598 STUDENT COLLEGE SCHOLARSHIPS WASHINGTON SPACE GRANT CONSORTIUM PO BOX 351310 SEATTLE WA 98195 916001537 501(C)(3) 8000 STUDENT SUMMER RESEARCH CENTRUM PO BOX 1158 PORT TOWNSEND WA 98368 237348302 501(C)(3) 5100 STUDENT DANCE THEATER 4 0 WASHINGTON STATE ACHIEVERS SCHOLARSHIP GRANT 890 4342652 FMV SCHOLARSHIPS GOVERNORS SCHOLARSHIP GRANT 142 309629 FMV SCHOLARSHIPS LEADERSHIP 1000 SCHOLARSHIP GRANT 246 954650 FMV SCHOLARSHIPS GETTING READY FOR SUCCESS 74 74720 FMV SCHOLARSHIPS REALIZE THE DREAM 185 629505 FMV SCHOLARSHIPS O WINES OPPORTUNITY FOR SUCCESS 11 42168 FMV SCHOLARSHIPS USA FUNDS - JUMPSTART 13 2383 FMV SCHOLARSHIPS WASHINGTON STATE OPPORTUNITY SCHOLARSHIP 2698 4114373 FMV SCHOLARSHIPS HERO STUDENT LAPTOP PROGRAM 226 67868 FMV LAPTOPS PART I, LINE 2: COLLEGE SUCCESS FOUNDATION USES A COMBINATION OF EXTERNAL REVIEWERS AND SMALL WORKING GROUPS FOR SELECTION OF GRANTEES AND SCHOLARSHIP RECIPIENTS. IN ADDITION, IT USES PROGRAMMATIC AND FINANCIAL REPORTING FROM GRANTEES TO ENSURE ATTAINMENT OF GRANT OBJECTIVES. SCHEDULE I, PART III: RECONCILIATION OF SCHEDULE I - PART III TO FORM 990, PART IX, LINE 2 TOTAL GRANTS PER SCHEDULE I, PART III $10,537,948 LESS ACCRUED SCHOLARSHIPS PAYABLE FOR CURRENT YEAR: ACHIEVERS ACCRUED SCHOLARSHIP $3,630,569 WASHINGTON STATE OPPORTUNITY SCHOLARSHIP $2,671,187 GOVERNORS ACCRUED SCHOLARSHIP $17,869 PLUS COMMITMENT EXPENSE: L1000 ACCRUED SCHOLARSHIP $695,854 REALIZE THE DREAM SCHOLARSHIP $3,070 TOTAL GRANS PAID REPORTED ON FORM 990, PART IX, LINE 2 $4,917,247 X 1 1 X X X 0 0 0 0 0 0 0 0 0 BOB CRAVES CEO - THROUGH 8/13 142050 0 0 0 0 0 14937 0 9982 0 166969 0 0 0 DEBORAH WILDS PHD COO 194334 0 0 0 0 0 19635 0 6895 0 220864 0 0 0 HERBERT TILLERY BOARD MEMBER 0 179660 0 0 0 0 0 18045 0 569 0 198274 0 0 JOHN MCDOWELL CFO 132284 0 0 0 0 0 13368 0 6417 0 152069 0 0 0 SUE BYERS PROGRAM MGR 146600 0 0 0 0 0 14841 0 6746 0 168187 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL FOR ONE BOARD MEMBER DUE TO MEDICAL NEEDS. TREATED AS NONTAXABLE EXPENSE REIMBURSEMENT. X 1 2007 FMV X AUCTION ITEMS 19 15570 FMV X PRIZES 200 15000 FMV X FOOD, ETC. 1330 13415 FMV X WINE - EVENTS 188 2272 FMV 0 0 1 0 PART I, COLUMN (B): DONATED PUBLICLY TRADED STOCK IS ON A PER CONTRIBUTOR BASIS. OTHER PROPERTY IS BASED ON THE NUMBER OF ITEMS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEER SERVICES: CSF HAD 12 VOLUNTEER BOARD MEMBERS AND 16 ALUMNI BOARD MEMBERS. IN ADDITION, 59 VOLUNTEERS PROVIDED EVENT SUPPORT AT FUNDRAISERS, 76 ASSISTED AT EVENTS TO HELP PREPARE STUDENTS FOR COLLEGE, 133 ASSISTED AT A CONFERENCE AND WORKSHOPS, 57 READ SCHOLARSHIP APPLICATIONS, AND 458 SERVED AS MENTORS TO STUDENTS. FORM 990, PART VI, SECTION A, LINE 2 GERRI CRAVES AND BOB CRAVES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE CONTROLLER AND THE INTERIM CFO WITH THE PRESIDENT. AFTER REVIEW AND APPROVAL BY THE PRESIDENT, THE FORM 990 IS REVIEWED WITH THE FINANCE COMMITTEE, INCLUDING THE CHAIRPERSON, WHO IS AN OUTSIDE DIRECTOR. SUBSEQUENT TO THE REVIEW BY THE FINANCE COMMITTEE AND PRIOR TO THE FILING OF THE RETURN, ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE POLICIES, RULES, AND REGULATIONS ADOPTED BY THE CORPORATION RELATING TO CONFLICT OF INTEREST SHALL APPLY TO ANY PERSON APPOINTED BY THE BOARD OF DIRECTORS IN ANY CAPACITY AND TO THE MEMBERS OF THE BOARD OF DIRECTORS THEMSELVES AND KEY EMPLOYEES. CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUESTED OF ALL DIRECTORS ANNUALLY AND FOR NEW DIRECTORS AT THE TIME THEY JOIN THE BOARD. THE STAFF ACCOUNTANT AND CFO REVIEW THE QUESTIONNAIRES, AND IF A CONFLICT ARISES, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S SALARY IS DETERMINED BY RECOMMENDATION FROM THE GOVERNANCE COMMITTEE TO THE PERSONNEL AND COMPENSATION COMMITTEE AND VOTED ON BY THE BOARD OF DIRECTORS. EXTERNAL MARKET SALARY REVIEWS ARE CONDUCTED FOR ALL POSITIONS, INCLUDING THE CEO'S, EVERY 3-4 YEARS. A REVIEW OF THE CEO POSITION WAS COMPLETED AND PRESENTED TO THE PERSONNEL AND COMPENSATION COMMITTEE IN AUGUST 2013. ALL OTHER OFFICER SALARIES ARE REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. IF THE BOARD APPROVES INCREASES FOR ALL STAFF, THE CEO AND BOARD CHAIR REVIEW EACH INDIVIDUAL IN THE ADMINISTRATION PROCESS OF INCREASES. COMPENSATION INCREASES FOR THE OTHER OFFICERS WERE LAST APPROVED AT THE JANUARY 2013 BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 205561911 COLLEGE SCHOLARSHIPS AND PROGRAMS FOR DC HIGH SCHOOL STUDENTS WA 501(C)(3) 11A - TYPE I COLLEGE SUCCESS FOUNDATION 1 WASHINGTON STATE MENTORS 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 208335617 SUPPORT TO WASHINGTON STATE MENTORING ORGANIZATIONS WA 501(C)(3) 11A - TYPE I COLLEGE SUCCESS FOUNDATION 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 WASHINGTON STATE MENTORS A 26000 BOOK VALUE WASHINGTON STATE MENTORS L 106000 BOOK VALUE COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA L 468870 BOOK VALUE