2013-05-03T10:29:15-05:00 2012-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-07-01 910756462 EVERGREEN SCHOOL EVER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 MARIAN JOH 2069571522 2013-05-02 1 SARA ELIZABETH J HYRE P00235495 4254544919 2013-04-26 2011 2016-02-25 16:41:14Z VCODRINGTON-CAZEAU 15201 MERIDIAN AVE N SHORELINE WA 98133 11609060 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE. 19 18 138 500 0 0 888158 905272 8466243 9234667 370681 397928 27885 71919 9752967 10609786 874073 935361 0 0 5787132 6237156 0 0 298079 2276643 2507593 8937848 9680110 815119 929676 24287573 23528883 10381407 9385668 13906166 14143215 WE INSPIRE AND EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER EVOLVING GLOBAL COMMUNITY. 0 0 7037613 924776 8460927 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 439 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2011-2012 SCHOOL YEAR. 516572 10585 773740 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. 7554185 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 106 0 1 138 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JEANNE PYETTE 2063642650 15201 MERIDIAN AVE N SHORELINE WA 98133 SARAH LAPSEN 15.00 X X 0 0 0 MARGARET LINKER 8.00 X X 0 0 0 ANDREW SCHULMAN 30.00 X X 0 0 0 GEMMA VALDEZ DAGGATT 1.00 X 0 0 0 CHRISTIAN FULGHUM 2.00 X 0 0 0 CHRISTIAN HALLIBURTON 3.00 X 0 0 0 JANE HARVEY 25.00 X 0 0 0 MARIAN JOH 2.00 X 0 0 0 DANI RUTHFIELD 1.00 X 0 0 0 JOHN SAHR 2.00 X 0 0 0 ADAM SELIPSKY 2.00 X 0 0 0 YUICHI SHODA 2.00 X 0 0 0 LUCINDA STEWART 5.00 X 0 0 0 KATHLEEN TURNER 2.00 X 0 0 0 GEORGE WEBB 3.00 X 0 0 0 DAVID WEISE 7.50 X 0 0 0 ELOISE BOYLE 6.70 X X 0 0 0 SARAH CHILDERS 3.00 X 0 0 0 BONNIE DIXIT KOWDLEY 3.00 X 0 0 0 MARGARET WAGNER 50.00 X 304494 0 23329 TOM CORBOY 40.00 X 36569 0 6231 CARMINE CHICKADEL 40.00 X 108598 0 14400 ROBERT MILLER 40.00 X 103851 0 7334 553512 0 51294 3 1 1 0 0 20000 429524 455748 127960 905272 TUITION AND FEES 611110 8460927 8460927 SUMMER & AFTER SCHOOL 611110 773740 773740 9234667 264512 264512 54950 0 54950 54950 54950 951119 817703 133416 133416 133416 168754 429524 181571 -12817 -12817 5000 0 5000 5000 APPLICATION FEES 900099 16875 16875 FORFEITED TUITION 900099 6100 6100 1811 1811 24786 10609786 9234667 0 469847 935361 935361 465047 465047 4644658 3704728 744279 195651 257458 202249 44528 10681 522200 389520 112109 20571 347793 253727 80666 13400 7299 7299 65618 108 65510 295925 202187 86955 6783 62210 13331 36928 11951 574414 524665 25795 23954 610439 561604 42731 6104 29027 28973 10 44 71857 63234 7817 806 145428 133794 10180 1454 419067 385541 29335 4191 80397 73965 5628 804 RECRUITMENT 68045 54270 13775 EMPLOYEE MORALE 24862 24785 77 53005 2143 49177 1685 9680110 7554185 1827846 298079 7266 40124 1634337 921153 234499 106543 20340 25664 41119 46900 15208737 3804732 11146175 11404005 9694418 9588949 1375242 1269754 134177 125791 24287573 23528883 624622 597121 1284285 1388547 7740000 7400000 732500 0 10381407 9385668 X 11774297 12092267 617476 393959 1514393 1656989 13906166 14143215 24287573 23528883 X 929676 -692627 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1647145 273237 -43935 1876447 1634934 191102 248789 427680 1647145 1363860 164030 127544 20500 1634934 1643172 175183 23682 58151 420026 1363860 0.00000 0.82000 0.18000 0 0 1202811 1202811 13221718 3329204 9892514 553868 438919 114949 230340 36609 193731 11404005 HEDGE FUNDS 1117988 F PRIVATE EQUITY 151766 F 1269754 10609786 9680110 929676 -647627 -45000 -692627 237049 9091900 -647627 420 -935361 -1582568 10674468 -64682 -64682 10609786 8854851 420 109682 110102 8744749 935361 935361 9680110 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 8 - OTHER ADJUSTMENTS: LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -45,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -935,361. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -64,682. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 64,682. LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE 45,000. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 935,361. 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 PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS ("PNAIS"). PNAIS PLACES AN ADVERTISEMENT IN THE LOCAL NEWSPAPERS PUBLICIZING THE NON-DISCRIMINATORY POLICY. AUCTION & DINNER 598278 429524 168754 52301 4200 125070 598278 429524 168754 52301 4200 125070 181571 -12817 1 FINANCIAL AID 64 797240 BOOK NON-CASH TUITION REDUCTION TUITION REMISSION 12 86496 BOOK NON-CASH TUITION REDUCTION SCHOLARSHIP 15 10585 BOOK NON-CASH TUITION REDUCTION FINANCIAL AID - OTHER 20 41040 BOOK 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 X X X 0 0 0 0 0 0 0 1 0 MARGARET WAGNER 225994 0 62000 0 16500 0 22000 0 1329 0 327823 0 0 0 ROBERT MILLER 90518 0 0 0 13333 0 7271 0 63 0 111185 0 0 0 PART I, LINE 7 MARGARET WAGNER, HEAD OF SCHOOL, RECEIVED A BONUS AT THE DISCRETION AND APPROVAL OF THE BOARD. 8000 FIN. AID X 4 11071 FAIR MARKET VALUE X AUCTION ITEMS 294 116889 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE AUCTION ITEMS ARE BASED ON THE NUMBER OF ITEMS DONATED, AND THE SECURITIES ARE BASED ON THE NUMBER OF CONTRIBUTORS. FORM 990, PART 1, LINE 6: VOLUNTEERS ARE ACTIVE PARTICIPANTS AT EVERGREEN SCHOOL. FROM HELPING IN THE CLASSROOM TO CHAPERONING FIELD TRIPS, THEY CONTRIBUTE IN EVERY ASPECT OF THE STUDENTS' EDUCATION. THEY ARE AN ESSENTIAL RESOURCE, WHICH PROVIDES TIME AND TALENT TO OUR COMMUNITY. 19 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. 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 CONTROLLER REVIEWS THE SURVEYS. 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. THIS CONFLICT WOULD ALSO BE DISCLOSED TO THE CFO, HEAD OF SCHOOL AND CHAIRPERSON OF THE BOARD. 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 PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (PNAIS), 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 JUNE 2011, AND THE COO/CFO COMPENSATION WAS LAST REVIEWED IN OCTOBER 2011. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -647,627. LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -45,000. TOTAL TO FORM 990, PART XI, LINE 5: -692,627.