2012-04-17T13:30:28-05:00 2011-06-30 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2010-07-01 910756462 EVERGREEN SCHOOL EVER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 MARGARET LINKER 2069571522 2012-04-18 1 SARA ELIZABETH J HYRE 4254544919 2012-04-19 2010 2016-02-24 21:20:13Z MARGARET WAGNER 15201 MERIDIAN AVE N SHORELINE WA 98133 11213323 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE. 17 17 137 400 0 0 602897 888158 8111108 8466243 187331 370681 21143 27885 8922479 9752967 661125 874073 0 0 5536419 5787132 0 0 262352 2105711 2276643 8303255 8937848 619224 815119 22029303 24287573 10308652 10381407 11720651 13906166 WE INSPIRE AND EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER EVOLVING GLOBAL COMMUNITY. 0 0 6493377 871699 7679724 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 411 STUDENTS FROM PRE-SCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2010-2011 SCHOOL YEAR. 483170 2374 786519 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. 6976547 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 87 0 1 137 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THOMAS CORBOY 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 CHRISTIAN FULGHUM 2.00 X X 0 0 0 BILL HEALEY 5.00 X X 0 0 0 MARGARET LINKER 6.00 X X 0 0 0 ANDREW SCHULMAN 4.00 X X 0 0 0 ELOISE BOYLE 10.00 X 0 0 0 SARAH CHILDERS 2.00 X 0 0 0 GEMMA VALDEZ DAGGATT 1.00 X 0 0 0 BONNIE DIXIT KOWDLEY 3.00 X 0 0 0 LINDA YAMAN HAITANI 2.00 X 0 0 0 JANE HARVEY 17.50 X 0 0 0 MARIAN JOH 1.20 X 0 0 0 SARAH LAPSEN 10.00 X 0 0 0 JOHN SAHR 2.00 X 0 0 0 ADAM SELIPSKY 2.00 X 0 0 0 YUICHI SHODA 0.10 X 0 0 0 KATHLEEN TURNER 3.00 X 0 0 0 ERIC VERZUH 2.00 X 0 0 0 MARGARET WAGNER 50.00 X 258502 0 23554 ROBERT MILLER 40.00 X 152500 0 16134 411002 0 39688 2 0 1 0 0 61423 826735 183161 888158 TUITION AND FEES 611110 7679724 7679724 SUMMER & AFTER SCHOOL 611110 786519 786519 8466243 229473 229473 39377 39377 39377 39377 1394860 1250723 2929 144137 -2929 141208 141208 161687 61423 206704 -45017 -45017 FORFEITED TUITION 900099 18355 18355 APPLICATION FEES 900099 15140 15140 30 30 33525 9752967 8466243 0 398566 874073 874073 490578 358123 117738 14717 4218536 3125046 974779 118711 245028 181550 56589 6889 497432 368030 115324 14078 335558 248226 77829 9503 18721 18721 69160 249 68911 294270 215091 75985 3194 70917 18535 39017 13365 461276 440577 12839 7860 485733 431633 49453 4647 33056 32740 316 70935 65970 3639 1326 162090 149123 11346 1621 394692 363117 27628 3947 65889 60618 4612 659 BAD DEBT EXPENSE 51800 51800 RECRUITMENT 20764 20764 EMPLOYEE MORALE 19817 18543 1274 B & O STATE TAXES 1509 1509 56014 3030 42949 10035 8937848 6976547 1698949 262352 28991 7266 1261339 1634337 324418 234499 29383 20340 88614 41119 14531841 3385666 10737148 11146175 9416847 11069660 142563 134177 22029303 24287573 624169 624622 914483 1284285 8070000 7740000 700000 732500 10308652 10381407 X 10085717 11774297 212918 617476 1422016 1514393 11720651 13906166 22029303 24287573 X 815119 1370396 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1634934 191102 248789 427680 1647145 1363860 164030 127544 20500 1634934 1643172 175183 23682 58151 420026 1363860 1.00000 0 0 1072806 1072806 12814270 2982809 9831461 494816 371006 123810 149949 31851 118098 11146175 9752967 8937848 815119 1370396 1370396 2185515 10302621 1370396 -874073 496323 9806298 -53331 -53331 9752967 8117106 53331 53331 8063775 874073 874073 8937848 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 XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -874,073. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -53,331. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 53,331. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 874,073. 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 223110 61423 161687 41895 164809 223110 61423 161687 41895 164809 206704 -45017 1 FINANCIAL AID 61 781180 BOOK NON-CASH TUITION REDUCTION TUITION REMISSION 6 41629 BOOK NON-CASH TUITION REDUCTION SCHOLARSHIP 17 2374 BOOK NON-CASH TUITION REDUCTION FINANCIAL AID - OTHER 30 48890 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 0 0 MARGARET WAGNER 203502 0 55000 0 0 0 18095 0 5459 0 282056 0 0 0 ROBERT MILLER 152500 0 0 0 0 0 10675 0 5459 0 168634 0 0 0 X 9 29788 FAIR MARKET VALUE X AUCTION ITEMS 189 153373 COST 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 I, 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. 17 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 2010. 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 GAINS ON INVESTMENTS: 1,370,396.