2013-09-27T11:25:40-05:00 2012-12-31 912011386 JACOBSON JARVIS & CO PLLC 600 STEWART STREET SUITE 1900 SEATTLE WA 981011219 990 2012-01-01 911505230 KING COUNTY LIBRARY SYSTEM FOUNDATION KING 4253693450 960 NEWPORT WAY NW ISSAQUAH WA 98027 JEANNE THORSEN 4253693450 2013-09-26 1 HOWARD DONKIN CPA P00147726 2066288990 2013-09-09 2012 2016-02-25 16:41:14Z JEANNE THORSEN 960 NEWPORT WAY NW ISSAQUAH WA 98027 1902991 0 X WWW.KCLSFOUNDATION.ORG X 1990 WA TO PROVIDE SUPPORT FOR KING COUNTY LIBRARY SYSTEM 29 29 0 30 0 0 629359 797202 0 0 75733 82338 121037 159837 826129 1039377 247445 69461 0 0 0 0 0 0 167362 483223 600384 730668 669845 95461 369532 2871146 3361693 69319 79958 2801827 3281735 X THE KING COUNTY LIBRARY SYSTEM FOUNDATION (KCLS FOUNDATION) CREATES OPPORTUNITIES TO BRING LITERACY, LEARNING AND LIBRARY ACCESS TO ALL MEMBERS OF OUR COMMUNITY. THE KCLS FOUNDATION PROVIDES THE FUNDING FOR LIBRARY INITIATIVES THAT ADDRESS COMMUNITY NEEDS, SUPPORT VALUE-ADDED PROGRAMS AND RESOURCES AND TO HELP ENSURE THAT OUR PUBLIC LIBRARY SYSTEM IS VIBRANT, RELEVANT AND CENTRAL IN THE LIVES OF RESIDENTS. EACH YEAR, MORE THAN 200,000 CHILDREN AND ADULTS PARTICIPATE IN AND BENEFIT FROM KCLS FOUNDATION-SUPPORTED PROGRAMS. FOR MORE INFORMATION, VISIT WWW.KCLSFOUNDATION.ORG. 0 0 162108 TAKE TIME TO READ, KCLS FOUNDATION AND KING COUNTY LIBRARY SYSTEM CONTINUED WITH YEAR 2 OF TAKE TIME TO READ, A 3-YEAR INITIATIVE TO HELP ADULTS ENCOUNTER READING OPPORTUNITIES AND MATERIALS IN UNEXPECTED PLACES. QUICK READS SHELVES WERE PLACED IN 39 HOSPITALS, SOCIAL SERVICE AGENCIES, AND NUMEROUS COMMUNITY VENUES AND STOCKED WITH MATERIALS. THOUSANDS OF RESIDENTS ENJOYED 266 4' X 6' BOOK COVER POSTERS IN 14 COMMUNITIES AND USED THE QR CODE ON THE POSTERS TO CONNECT TO THE KCLS CATALOG. NEARLY 250 FACEBOOK USERS PROVIDED ONLINE BOOK REVIEWS. THOUSANDS OF GIFT OF TIME CARDS WERE DISTRIBUTED. ADS ON METRO BUSES AND KCLS SHIPPING TRUCKS REMINDED TENS OF THOUSANDS OF RESIDENTS TO READ. RADIO SPOTS FEATURED SEATTLE MARINERS PLAYERS TALKING ABOUT FAVORITE BOOKS ON ESPN AND SEATTLE MET MAGAZINE ADS REACHED READERS IN JULY, AUGUST, AND SEPTEMBER. NEW IN 2012: QUICK READS SHELVES AND CHAIRS WERE PLACED ON CONCOURSE B AND VISITED BY THOUSANDS OF TRAVELERS AT THE SEATAC AIRPORT, WITH SIGNAGE THROUGHOUT THE AIRPORT AND ON THE MAJOR WALKWAY TO THE TERMINAL. TAKE TIME TO READ GARNERED NATIONAL AWARDS AND ATTENTION, INCLUDING: URBAN LIBRARIES COUNCIL AWARD AS A TOP INNOVATOR IN POSITIONING THE LIBRARY FOR PROMOTING RECREATIONAL READING AND THE JOHN COTTON DANA AWARD FOR OUTSTANDING STRATEGIC COMMUNICATION PRESENTED BY THE AMERICAN LIBRARY ASSOCIATION, THE AMERICAN LIBRARIES MAGAZINE AND EBSCO PUBLISHING. 58929 2241 SUMMER READING PROGRAM-DREAM BIG, READ!- ATTRACTED 38,031 YOUNG READERS AND AWARDED 29,507 HALFWAY PRIZES PLUS 24,365 FINAL PRIZES FOR PARTICIPANTS WHO REACHED THEIR 1,000 MINUTE GOAL. IN ADDITION TO GENERAL SUPPORT, THE KCLS FOUNDATION FUNDED BUSES TO BRING 3,752 SUMMER SCHOOL STUDENTS TO LIBRARIES FOR SUMMER READING PROGRAMS AND ACTIVITIES. 35950 75 READ 3, GET 1 FREE PROGRAM; IN 2012, 3,758 TEENS READ 11,274 BOOKS IN THE READ 3, GET 1 FREE PROGRAM, OFFERED JANUARY-AUGUST. FOR EACH SET OF 3 REVIEWS, A TEEN SELECTED A FREE BOOK AS A REWARD, 194938 67145 LITERACY: ENCOURAGING READERS OF ALL AGESLITERACY IS THE ENTRY TICKET TO SOCIETY, CULTURE AND QUALITY OF LIFE. THESE PROGRAMS PROVIDE OPPORTUNITIES TO ENHANCE LITERACY FOR YOUNG CHILDREN. READING TO AND WITH YOUNG CHILDREN IS ONE OF THE MOST EFFECTIVE WAYS PARENTS CAN SUPPORT THEIR CHILDREN'S BRAIN DEVELOPMENT AND EARLY LEARNING SKILLS. THE KCLS FOUNDATION CONTINUED TO SUPPORT FIESTAS DE ALFABETIZACION, PROVIDING EARLY LITERACY TRAINING TO SPANISH-SPEAKING PARENTS. FIESTAS INVOLVED 2,713 PARENTS AND CHILDREN IN THE SERIES OF WORKSHOPS. THE KCLS FOUNDATION FUNDED 1,345 BOOKS FOR THE CHILDREN.FACILITATORS LEAD PLAY AND LEARN GROUPS THAT INCLUDE EARLY LITERACY ACTIVITIES FOR CHILDREN AND THEIR PARENTS OR CAREGIVERS. IN 2012, 115 SESSIONS WERE HELD AT THE FOSTER, WOODMONT AND KENT LIBRARIES AND INVOLVED 2,640 PARTICIPANTS.YOU CHOOSE THE NEXT NEWBERY IS A LITERATURE-BASED PROGRAM THAT ENCOURAGES SCHOOL-AGE CHILDREN TO READ, EVALUATE, BLOG AND TALK ABOUT THEIR FAVORITE BOOKS OF THE YEAR, AND THEN VOTE FOR A KCLS WINNER. THE FOUNDATION PURCHASED BOOKS FOR CLASS TEAMS, WHICH INVOLVED 378 STUDENTS IN 15 CLASSROOMS AND 35 ADULTS. STUDENTS HELD DISCUSSIONS IN CLASSROOMS AND PARTICIPATED IN SIMILAR EVENTS WITH OTHER SCHOOLS, INVOLVING 116 PEOPLE. THE FOUNDATION PROVIDED FUNDING FOR THE FINAL PROGRAM, WHICH INVOLVED MORE THAN 100 PARTICIPANTS WHO DEBATED AND VOTED FOR THEIR CHOICE OF KCLS NEWBERY WINNER. THE KCLS FOUNDATION PROVIDED SUPPORT FOR THE BOOKS FOR BABIES PROGRAM. PUBLIC HEALTH NURSES AND HEALTH DEPARTMENT STAFF MEMBERS DELIVERED AND PRESENTED 2,300 BOARD BOOKS IN 7 LANGUAGES PLUS EARLY LITERACY DVDS AND READING TIPS TO NEW MOTHERS IN LOW INCOME AREAS OF THE LIBRARY'S SERVICE DISTRICT. THE KCLS FOUNDATION PROVIDED FUNDING FOR 200 STORIES2GO! KITS ON 4 LIBRARY2GO VANS. THE MAJORITY OF THE VISITS WERE TO IN-HOME DAY CARE CENTERS, OFFERING CAREGIVERS AND YOUNG CHILDREN EASY AND CONSISTENT ACCESS TO FUN AND INTERACTIVE MULTI-MEDIA KITS FEATURING PICTURE BOOKS, MUSIC AND PUPPETS ON VARIOUS TOPICS (ANIMALS, NUMBERS, ETC.) FOR LEARNING AND ENJOYMENT.LEARNING: ENHANCING THE PURSUIT OF KNOWLEDGETHESE PROGRAMS MOTIVATE THE IMPROVEMENT OF READING AND COMPREHENSION SKILLS AND ENCOURAGE THE PURSUIT OF KNOWLEDGE FOR PRACTICAL PURPOSES AND FOR THE JOY OF LEARNING.READING SKILLS ARE VITAL TO ACADEMIC ACHIEVEMENT, ESPECIALLY IN THE EARLY GRADES. READY, SET, READ! CHALLENGES KIDS TO SET GOALS AND ESTABLISH THE READING HABIT. EIGHTEEN SCHOOL DISTRICTS PROMOTE THE PROGRAM IN ELEMENTARY GRADES. IN 2011-2012, THE FOUNDATION PROVIDED 15,770 BOOKS TO STUDENTS WHO COMPLETED THEIR 400-MINUTE GOAL. THE GLOBAL READING CHALLENGE COMBINES GREAT BOOKS AND QUIZ QUESTIONS IN FUN AND FAST-PACED CONTESTS. IN 2011-2012, 1,904 4TH AND 5TH GRADE STUDENTS ON 272 TEAMS FROM 53 SCHOOLS IN 13 SCHOOL DISTRICTS COMPETED. THE PROGRAM INVOLVES STUDENTS OF ALL READING LEVELS. THE KCLS FOUNDATION PROVIDES BOOKS FOR ALL TEAM MEMBERS.STUDENTS SEEKING HELP WITH HOMEWORK CAN VISIT STUDY ZONES IN 35 KCLS LIBRARIES. IN 2011-2012, 380 VOLUNTEERS CONTRIBUTED 14,010 HOURS AND TUTORED 10,479 STUDENTS IN MATH, SCIENCE, SOCIAL STUDIES READING AND ENGLISH.THE KCLS FOUNDATION FUNDED 4 SAT PREP CLASSES AND WORKBOOKS FOR 88 STUDENTS IN LOW-INCOME AREAS. THE KCLS FOUNDATION HOSTED A RED CARPET EVENT AND PROVIDED PRIZES FOR THE READ.FILM.WIN. CONTEST, WHERE TEENS FILMED BOOK REVIEWS AND TRAILERS.LIBRARIES: REACHING OUT, ENHANCING ACCESSOUTREACH PROGRAMS BRING IN VISITORS, MANY OF WHOM ARE EXPERIENCING A LIBRARY FOR THE FIRST TIME. THESE PROGRAMS ENHANCE THE PATRON EXPERIENCE AND ENCOURAGE REPEAT VISITS. THE KCLS FOUNDATION PROVIDED WORKBOOKS FOR LITERACY TOWARD CITIZENSHIP CLASS PARTICIPANTS. 458 CLASS SESSIONS WERE PRESENTED TO MORE THAN 2,750 ATTENDEES SEEKING PREPARATION FOR THE US NATURALIZATION TEST. MORE THAN HALF OF THE STUDENTS REPORTED PASSING THE TEST.THE KCLS FOUNDATION WELCOMED MORE THAN 1,000 VISITORS TO SPECIAL EVENTS FOLLOWING REMODELING AT THE AUBURN AND ENUMCLAW LIBRARIES AND TO PREVIEW PARTIES FOR THE NEW NEWCASTLE AND DUVALL LIBRARIES. THE KCLS FOUNDATION PRESENTED AWARDS TO MEMBERS OF THE FRIENDS OF THE LIBRARY GROUPS AND HOSTED 135 GUESTS AT THE LIBRARY'S ANNUAL FRIENDS OF THE LIBRARY RECOGNITION EVENT. THE KCLS FOUNDATION PROVIDED FUNDING IN SUPPORT OF KCLS PARTICIPATION IN NORTHWEST BOOKFEST, A TWO-DAY FESTIVAL IN KIRKLAND THAT ATTRACTED 2,600 PARTICIPANTS AND FEATURED AUTHORS, WORKSHOPS AND PROGRAMS. THE KCLS FOUNDATION SEES SIGNIFICANT VALUE IN ENCOURAGING A NEW GENERATION OF LIBRARIANS WHO WILL SERVE OUR COMMUNITY IN THE DECADES AHEAD. THE KCLS FOUNDATION PROVIDED 5 SCHOLARSHIPS FOR KCLS STAFF MEMBERS SEEKING THEIR MASTERS' DEGREES IN LIBRARY AND INFORMATION SCIENCE. 194938 67145 451925 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X X CHERYL SMITH NEWMAN 4253693226 960 NEWPORT WAY NW ISSAQUAH WA 98027 KATHRYN BROWN 1.00 X 0 0 0 PAMELA MARTIN 1.00 X 0 0 0 THOMAS BARR 1.00 X 0 0 0 CHRIS BLONDINO 1.00 X 0 0 0 TERESA BYERS 1.00 X 0 0 0 RAYMOND CHAN 1.00 X 0 0 0 MERRILL CHERTOK 1.00 X 0 0 0 KIRA DRUYAN 1.00 X 0 0 0 ANN EWEL 1.00 X 0 0 0 KEN HASTINGS 1.00 X 0 0 0 SUSAN HAMPSTEAD 1.00 X 0 0 0 JAIME HOARD 1.00 X 0 0 0 MARK HULAK 1.00 X 0 0 0 PENNIE CLARK IANNICIELLO 1.00 X 0 0 0 DEBBIE KUEHNER 1.00 X 0 0 0 MARCIA KUZMAUL 1.00 X 0 0 0 BOB MCMAHAN 1.00 X 0 0 0 CATHERINE PEPPER-MILO 1.00 X 0 0 0 KIM MOEN 1.00 X 0 0 0 BERTA SELTZER 1.00 X 0 0 0 DEAN SMITH 1.00 X 0 0 0 STEVE SMITH 1.00 X 0 0 0 BRUCE TITCOMB 1.00 X 0 0 0 KAREN TRUE 1.00 X 0 0 0 BOB SCHROEDER 1.00 X 0 0 0 KARI GLOVER 1.00 X X 0 0 0 DR PATRICK TAYLOR 1.00 X X 0 0 0 EMILY ROLLINS 1.00 X X 0 0 0 BILL KEOUGH 1.00 X X 0 0 0 JEANNE THORSEN 40.00 X 111121 0 28254 CHERYL SMITH NEWMAN 40.00 X 46373 0 17775 157494 0 46029 1 0 0 1 0 25196 177405 594601 30618 797202 26511 26511 841117 785290 55827 55827 55827 28227 177405 78324 -50097 -50097 175874 0 175874 175874 VENDING MACHINE SALES 900099 34060 34060 34060 1039377 0 0 242175 X 54239 54239 15222 15222 14475 14475 14338 10892 3446 132039 917 3417 127705 39984 39984 13753 11555 2198 1112 437 449 226 9915 10 5874 4031 PROGRAM SUPPLIES 248742 248742 RENTALS 74000 74000 IN-KIND GOODS 11749 11749 CATERING 5306 4394 912 34971 2231 2984 29756 669845 451925 50558 167362 X 244624 318452 607423 501316 68763 367895 16589 13929 28683 14067 1039475 1311969 865589 834065 2871146 3361693 43919 40799 25400 39159 69319 79958 X 1619525 1696413 70788 419712 1111514 1165610 2801827 3281735 2871146 3361693 369532 110376 0 X X 0 1 X 1 0 X 484710 376546 555988 629359 797202 2843805 484710 376546 555988 629359 797202 2843805 317642 2526163 61844 46643 34459 23744 26511 193201 34567 34060 68627 3105633 945719 0.81340 0.80200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117551 120282 134600 372433 558650 901 747 793 2441 29388 30071 33650 93109 139664 280995 84000 33483 7806 390672 216879 84000 -2932 16952 280995 131533 84000 20135 18789 216879 42000 84000 15613 10080 131533 42000 42000 0.90310 0.09690 1 0 0 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY TRUST 814490 OTHER CURRENT ASSETS 19575 834065 1491182 110376 328975 12454 451805 1039377 0 1039377 1011274 328975 12454 341429 669845 0 669845 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND EARLY LITERACY AND CHILDREN'S PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 12,454. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 12,454. PART V: THE ENDOWMENT DISCLOSURE INCLUDES ONLY ENDOWMENT FUNDS WHICH ARE IN THE FOUNDATION'S POSSESSION. IN PRIOR YEARS THE PRESENTATION ALSO INCLUDED A CHARITABLE ANNUITY TRUST RECEIVABLE. THE FUNDS RECEIVED FROM THE CHARITABLE ANNUITY TRUST ARE NOW SHOWN AS A CONTRIBUTION IN THE YEAR THEY ARE RECEIVED. DINNER AND BOOK SALE 205631 177404 28227 48316 2639 27370 205631 177404 28227 48316 2639 27370 78325 -50098 1 KING COUNTY LIBRARY SYSTEM 960 NEWPORT WAY NW ISSAQUAH WA 98027 911931457 115 32375 SUPPORT LIBRARY PROGRAMS KING COUNTY LIBRARY SYSTEM 960 NEWPORT WAY NW ISSAQUAH WA 98027 911931457 115 20814 SUPPORT NEIGHBORHOOD LIBRARIES FRIENDS OF THE NEWCASTLE LIBRARY 7072 123RD AVE SE NEWCASTLE WA 98056 460679374 501(C)(3) APPLICATIO 1050 GRANT TO COVER START UP COSTS OF THE NEW NEWCASTLE LIBRARY'S FRIENDS GROUP. SCHOLARSHIPS 7 15222 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE AWARDED TO REIMBURSE EXPENSES REPORTED TO THE FOUNDATION. SCHOLARSHIP ASSISTANCE IS OFFERED TO ALL ELIGIBLE KING COUNTY LIBRARY SYSTEM EMPLOYEES INTERESTED IN PURSUING A MASTER'S DEGREE IN LIBRARY SCIENCE. THE APPLICANT MUST BE A LIBRARY SYSTEM EMPLOYEE AND BE ACCEPTED/ENROLLED IN A QUALIFIED ACCREDITED EDUCATIONAL PROGRAM. X X 0 0 0 0 0 0 0 0 0 SUPPLEMENTAL INFORMATION PART III THE EXECUTIVE DIRECTOR AND ACCOUNTING CLERK ARE PAID BY THE KING COUNTY LIBRARY SYSTEM, AN UNRELATED ORGANIZATION. X 2 2735 QUOTED PRICE X AUCTION ITEMS 21 17554 DONORS RECEIPTS, COMPARABLES X SUPPLIES 8 10329 DONOR RECEIPTS 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOB SCHROEDER IS THE FATHER OF TERESA BYERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MEMBERS OF THE FINANCE AND AUDIT COMMITTEE FIRST. THIS MAY BE DONE ELECTRONICALLY AND OR BY MEETING IN PERSON. ONCE APPROVED BY MEMBERS OF THE FINANCE AND AUDIT COMMITTEE, THE FORM 990 IS THEN SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD. AFTER APPROVAL OF THE FINANCE AND AUDIT COMMITTEE THE FORM 990 IS PREPARED FOR SUBMISSION AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DECEMBER ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT OUR CONFLICT OF INTEREST FORM, SIGN, DATE AND RETURN. IF CONFLICT IS IDENTIFIED, IT IS DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 KING COUNTY LIBRARY SYSTEM (KCLS) PROVIDES THE STAFF FOR THE KING COUNTY LIBRARY SYSTEM FOUNDATION. KCLS HAS BOTH A JOB DESCRIPTION AND REVIEW PROCESS FOR EACH OF THE ABOVE POSITIONS. THIS PROCESS INCLUDES THE USE OF INDEPENDENT PERSONS, COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIANTIONS OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G REIMBURSED TO KCLS: PROGRAM SERVICE EXPENSES 764. MANAGEMENT AND GENERAL EXPENSES 3,417. FUNDRAISING EXPENSES 100,565. TOTAL EXPENSES 104,746. OTHER: PROGRAM SERVICE EXPENSES 153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,140. TOTAL EXPENSES 27,293. AUDIT REVIEW PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN HOW THE AUDIT COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS.