2013-08-15T10:17:14-05:00 2012-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-01-01 272133169 THE WASHINGTON STEM CENTER WASH 2066584320 210 S HUDSON ST SEATTLE WA 98134 CINDY J GUSTAFSON 2066584320 2013-08-15 1 SARA ELIZABETH J HYRE P00235495 4254544919 2013-07-12 2012 2016-02-24 21:20:13Z WASHINGTON STEM PATRICK D'AMELIO 210 S HUDSON ST SEATTLE WA 98134 874603 0 X WWW.WASHINGTONSTEM.ORG X 2009 WA ADVANCE INNOVATION AND EQUITY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) EDUCATION. 9 8 19 10 0 0 17380204 844185 20000 0 0 -224 0 0 17400204 843961 1891338 2079252 0 0 1334885 2216824 0 0 658557 2098786 982279 5325009 5278355 12075195 -4434394 15165951 10659830 2188049 189183 12977902 10470647 WASHINGTON STEM IS A STATEWIDE NONPROFIT TO ADVANCE EXCELLENCE, EQUITY, AND INNOVATION IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) EDUCATION THROUGH LINKED STRATEGIES WHICH ENCOMPASS POLICY AND ADVOCACY, REGIONAL STEM NETWORKS AND DISSEMINATION OF BEST PRACTICES. 0 0 1281548 686212 LEARNING NETWORKS: WASHINGTON STEM LEARNING NETWORKS ARE PLACE-BASED INVESTMENTS THAT SUPPORT COMMUNITIES AND REGIONS IN OUR STATE TO REVITALIZE STEM EDUCATION AND DRIVE LOCAL ECONOMIC DEVELOPMENT. 1835683 982927 PORTFOLIO AWARDS: WASHINGTON STEM PORTFOLIO AWARDS ARE MULTI-YEAR STEM PROJECTS THAT DEVELOP OR EXPAND STEM EDUCATION INNOVATION. THERE ARE TWO TYPES OF PORTFOLIO AWARDS, BASED ON PROJECT PURPOSE: DEVELOPMENT & EFFICACY AND REPLICATION & EXPANSION. 765914 410113 WASHINGTON STEM ENTREPRENEUR AWARDS: SUPPORT THE EXPLORATION OF BREAKTHROUGH IDEAS AND PROMISING APPROACHES IN STEM EDUCATION. THESE AWARDS PROVIDE INCENTIVE FOR EDUCATORS IN BOTH IN- AND OUT-OF SCHOOL SETTINGS TO EXPLORE, TAKE RISKS, PILOT NEW IDEAS AND GENERATE SOLUTIONS THAT CAN BE EXTENDED STATEWIDE. 3883145 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 21 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CINDY GUSTAFSON CFO 2066584320 210 S HUDSON STREET SEATTLE WA 98134 DEAN ALLEN 4.00 X X 0 0 0 BRAD SMITH 1.00 X X 0 0 0 ELSON FLOYD 1.00 X X 0 0 0 MARY ALICE HEUSCHEL 1.00 X X 0 0 0 BILL LEWIS 5.00 X 0 0 0 BARBARA HULIT 1.00 X 0 0 0 NORM RICE 2.50 X 0 0 0 MIKE DELANEY 1.00 X 0 0 0 GARY LIVINGSTON 1.00 X 0 0 0 ELAINE BERAZA 3.00 X 0 0 0 CAROLINE KING 45.00 X 184000 0 24183 SANDI EVERLOVE 45.00 X 200000 0 17802 CINDY GUSTAFSON 45.00 X 78981 0 10840 PATRICK D'AMELIO 45.00 X 111539 0 8256 CAROLYN LANDEL 45.00 X 153384 0 18907 RUBY LOVE 45.00 X 178750 0 19175 906654 0 99163 5 0 1 0 POP INC 1326 5TH AVENUE SUITE 800 SEATTLE WA 98101 WEBSITE DEVELOPMENT 132025 STRATEGIES 360 INC 1505 WESTLAKE AVENUE N SUITE 1000 SEATTLE WA 98109 COMMUNICATIONS AND PR 127212 2 844185 844185 30418 30642 -224 -224 -224 843961 0 0 -224 2079252 2079252 1005817 352834 266802 386181 940967 712888 146866 81213 71233 32603 25203 13427 64532 49849 9749 4934 134275 73175 30306 30794 8882 8544 338 69282 69282 370095 259711 65742 44642 35347 28350 6011 986 55800 10948 38710 6142 178794 124475 31840 22479 110611 59729 21017 29865 70269 67210 3059 15662 14879 44 739 15077 15077 2284 2284 CULTIVATION EVENTS 18480 18480 BUSINESS BREAKFASTS 4814 4814 WINTER LUNCHEON 2823 2823 OUTREACH 2151 2151 21908 8698 7720 5490 5278355 3883145 736653 658557 3001113 2574010 12102334 8045343 7686 1384 58033 18940 54818 39093 15165951 10659830 218270 108911 1969779 80272 2188049 189183 X 986287 2542881 11991615 7927766 12977902 10470647 15165951 10659830 X -4434394 1927139 X 0 1 X 1 0 X 2175497 17380204 844185 20399886 2175497 17380204 844185 20399886 16918008 3481878 20399886 20000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5278355 5278355 413918 103480 0 0 416250 413918 830168 1245252 0 0 104062 103480 207542 311313 0 0 PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE C, PART II-A: THE 501(H) ELECTION WAS MADE IN 2011, THUS ONLY COLUMN C AND COLUMN D ARE REQUIRED TO BE COMPLETED ON PART II-A, LINE 2. THE ELECTION WAS NOT REVOKED AS OF THE START OF THE ORGANIZATION'S TAX YEAR THAT BEGAN IN 2012. 58033 18940 39093 39093 851231 7046 7046 844185 -224 -224 843961 5285401 7046 7046 5278355 0 5278355 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF SECURITIES -224. 1 BREMERTON HIGH SCHOOL 1500 13TH STREET BREMERTON WA 98337 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 CHENEY MIDDLE SCHOOL 2716 NORTH 6TH STREET CHENEY WA 99004 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 FEIRO MARINE LIFE CENTER PO BOX 625 PORT ANGELES WA 98362 261957956 501(C)(3) 10000 ENTREPRENEUR AWARD - ROUND 3 GLACIER PEAK HIGH SCHOOL 7401 144TH PLACE SE SNOHOMISH WA 98296 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 GONZAGA UNIVERSITY 502 E BOONE AVENUE SPOKANE WA 99258 910236600 SCHOOL 10000 ENTREPRENEUR AWARD - ROUND 3 MATHEMATICS EDUCATION COLLABORATIVE PO BOX 716 FERNDALE WA 98248 911906808 501(C)(3) 34542 ENTREPRENEUR AWARD - ROUND 3 MONROE HIGH SCHOOL 200 E FREMONT MONROE WA 98272 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 MOUNT ST HELENS INSTITUTE 42218 NE YALE BRIDGE RD AMBOY WA 98601 911569993 501(C)(3) 10000 ENTREPRENEUR AWARD - ROUND 3 MOUNTAINSIDE MIDDLE SCHOOL 2323 E FARWELL ROAD COLBERT WA 99005 GOVERNMENT 9400 ENTREPRENEUR AWARD - ROUND 3 RAINIER BEACH HIGH SCHOOL 3305 35TH AVENUE S SEATTLE WA 98144 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 SAGHALIE MIDDLE SCHOOL 33914 19TH AVENUE SW FEDERAL WAY WA 98023 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 3 TACOMA PUBLIC SCHOOLS PO BOX 1357 TACOMA WA 98401 GOVERNMENT 9966 ENTREPRENEUR AWARD - ROUND 3 TIERRA MADRE FUND PO BOX 17844 SEATTLE WA 98127 050630992 501(C)(3) 9625 ENTREPRENEUR AWARD - ROUND 3 WOODLAND PARK ZOO 601 NORTH 59TH STREET SEATTLE WA 98103 916070005 501(C)(3) 10000 ENTREPRENEUR AWARD - ROUND 3 BREWSTER SCHOOL DISTRICT PO BOX 97 BREWSTER WA 98812 GOVERNMENT 15900 ENTREPRENEUR AWARD - ROUND 4 ESD 105 & NORTH CENTRAL ESD 171 33 S 2ND AVENUE YAKIMA WA 98902 GOVERNMENT 15000 ENTREPRENEUR AWARD - ROUND 4 ELLENSBURG SCHOOL DISTRICT 1203 EAST CAPITOL AVENUE ELLENSBURG WA 98926 GOVERNMENT 10000 ENTREPRENEUR AWARD - ROUND 4 MATH FOR LOVE 1107 E DENNY WAY APT A8 SEATTLE WA 98122 453777028 501(C)(3) 12720 ENTREPRENEUR AWARD - ROUND 4 MOBIUS SPOKANE 811 W MAIN AVENUE SPOKANE WA 99201 911694299 501(C)(3) 5700 ENTREPRENEUR AWARD - ROUND 4 POWERFUL SCHOOLS 3401 RAINIER AVENUE SOUTH SEATTLE WA 98144 911551141 501(C)(3) 20000 ENTREPRENEUR AWARD - ROUND 4 SCIENCE AND MATH INSTITUTE (SAMI) PO BOX 110555 TACOMA WA 98411 912168988 501(C)(3) 6000 ENTREPRENEUR AWARD - ROUND 4 SUNNYSIDE SCHOOL DISTRICT 910 N ASH STREET SPOKANE WA 99201 GOVERNMENT 15000 ENTREPRENEUR AWARD - ROUND 4 THE COMMUNITY SCHOOL LINCOLN BUILDING SUNNYSIDE WA 98944 GOVERNMENT 10800 ENTREPRENEUR AWARD - ROUND 4 THE ENRICHMENT COOPERATIVE AT BRYANT 1300 WEST KNOX AVENUE SPOKANE WA 99205 GOVERNMENT 12210 ENTREPRENEUR AWARD - ROUND 4 TUMWATER SCHOOL DISTRICT 621 LINWOOD STREET TUMWATER WA 98512 GOVERNMENT 13380 ENTREPRENEUR AWARD - ROUND 4 VASHON ISLAND SCHOOL DISTRICT 9309 SW CEMETERY ROAD VASHON WA 98070 GOVERNMENT 12960 ENTREPRENEUR AWARD - ROUND 4 WASHINGTON GREEN SCHOOLS 4649 SUNNYSIDE AVE N SUITE 303 SEATTLE WA 98103 275411173 501(C)(3) 15000 ENTREPRENEUR AWARD - ROUND 4 BELLEVUE SCHOOL DISTRICT 12111 NE 1ST STREET BELLEVUE WA 98005 GOVERNMENT 34548 STEM STAFF TIME CONSULTING PORTFOLIO AWARD - ROUND 1 WASHINGTON STATE MESA (UNIV OF WA) 394 SCHMITZ HALL BOX 355845 SEATTLE WA 98195 GOVERNMENT 197652 PORTFOLIO AWARD - ROUND 1 TECHNOLOGY ACCESS FOUNDATION 4436 RAINIER AVENUE S SUITE B SEATTLE WA 98118 911731833 501(C)(3) 200000 PORTFOLIO AWARD - ROUND 1 NOOKSACK VALLEY SCHOOL DISTRICTANACORTES SCHOOL DISTRICT 3326 E BADGER ROAD NOOKSACK WA 98276 GOVERNMENT 200000 PORTFOLIO AWARD - ROUND 2 OLYMPIC COLLEGE 1600 CHESTER AVENUE BREMERTON WA 98337 GOVERNMENT 64842 PORTFOLIO AWARD - ROUND 2 UNIVERSITY OF WASHINGTON MILLER HALL BOX 353600 SEATTLE WA 98195 GOVERNMENT 210000 PORTFOLIO AWARD - ROUND 2 UNIVERSITY OF WASHINGTON TACOMA 1900 COMMERCE STREET BOX 358426 TACOMA WA 98402 GOVERNMENT 107250 PORTFOLIO AWARD - ROUND 2 SPOKANE LEARNING NETWORK PO BOX 1495 SPOKANE WA 99210 911896341 501(C)(3) 220000 STEM NETWORK SOUTH KING COUNTY LEARNING NETWORK 800 OAKSDALE AVENUE SW SEATTLE WA 98057 GOVERNMENT 269775 STEM NETWORK YAKIMA STEM LEARNING NETWORK 33 SOUTH SECOND AVENUE YAKIMA WA 98902 GOVERNMENT 196437 STEM NETWORK 37 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS A FILE FOR EACH GRANTEE WHICH INCLUDES THE GRANT PROPOSAL AND BUDGET, THE AWARD AGREEMENT, CORRESPONDENCE AND THE GRANTEE REPORTS. PROGRAM STAFF ALSO SPEAK WITH GRANTEES BY PHONE, VISIT AWARDEES IN PERSON AND COMMUNICATE BY EMAIL AND OTHER METHODS ABOUT EACH PROJECT STATUS AND COMPLETION OF PROJECT WORK. GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ANNUALLY OR AT THE END OF THE GRANT. X X X X 1 0 0 0 0 0 0 0 0 CAROLINE KING 175000 0 9000 0 0 0 12396 0 11787 0 208183 0 0 0 SANDI EVERLOVE 170000 0 30000 0 0 0 6015 0 11787 0 217802 0 0 0 CAROLYN LANDEL 143288 0 0 0 10096 0 7120 0 11787 0 172291 0 0 0 RUBY LOVE 170000 0 8750 0 0 0 7388 0 11787 0 197925 0 0 0 PART I, LINE 4A CAROLYN LANDEL RECEIVED SEVERANCE PAYMENT OF $10,096. MCKINSTRY COMPANY ENTITY MORE THAN 35% OWNED BY DEAN ALLEN, PRESIDENT 154608 MCKINSTRY COMPANY PROVIDED OFFICE SPACE AND PROFESSIONAL SERVICES TO WASHINGTON STEM AT FAIR MARKET VALUE. 0 FORM 990, PART I, LINE 6 THE BOARD IS COMPRISED OF VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 11 SENIOR MANAGEMENT WILL REVIEW THE DRAFT FORM 990 PRIOR TO ITS PRESENTATION TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 AT ITS NEXT REGULARLY SCHEDULED MEETING OR CALL A SPECIAL MEETING TO REVIEW IT. THE BOARD OF DIRECTORS WILL BE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING THE BOARD OF DIRECTORS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THIS IS REVIEWED ANNUALLY. THE BOARD CHAIR AND WASHINGTON STEM CEO WILL REVIEW THE MATTER TO DETERMINE IF A CONFLICT OF INTEREST EXISTS, OR ANOTHER OFFICER IF THE MATTER PERTAINS TO THE BOARD CHAIR OR THE CEO. THE MEMBER HAVING A CONFLICT WILL BE ASKED TO DISCLOSE THE NATURE OF THE CONFLICT AND TO RECUSE THEMSELVES FROM ANY DECISION INVOLVING THE MATTER IN WHICH A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 SALARY FOR EACH POSITION WITHIN THE ORGANIZATION IS DETERMINED BY INDEPENDENTLY OBTAINED SALARY SURVEY DATA. THE COMPENSATION OF THE CEO AND OTHER OFFICERS WAS LAST REVIEWED IN DECEMBER 2012. FORM 990, PART VI, SECTION C, LINE 19 WASHINGTON STEM WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN ACCOUNTING PRINCIPLE RELATED TO GRANTS AND INVESTMENTS EXPENSE 1,926,915. LOSS ON SALE OF SECURITIES 224.