2012-10-24T18:13:02-05:00 2011-12-31 912011386 JACOBSON JARVIS & CO PLLC 600 STEWART STREET SUITE 1900 SEATTLE WA 981011219 990 2011-01-01 911505230 KING COUNTY LIBRARY SYSTEM FOUNDATION KING 4253693450 960 NEWPORT WAY NW ISSAQUAH WA 98027 JEANNE THORSEN 4253693450 2012-10-23 1 HOWARD DONKIN CPA P00147726 2066288990 2012-10-18 2011 2016-02-24 21:20:13Z JEANNE THORSEN 960 NEWPORT WAY NW ISSAQUAH WA 98027 1842618 0 X WWW.KCLSFOUNDATION.ORG X 1990 WA TO PROVIDE SUPPORT FOR KING COUNTY LIBRARY SYSTEM 28 28 0 30 0 0 555988 629359 0 0 85543 75733 138624 121037 780155 826129 140576 247445 0 0 67702 0 0 0 115150 397263 483223 605541 730668 174614 95461 2825563 2871146 64469 69319 2761094 2801827 X THE KING COUNTY LIBRARY SYSTEM FOUNDATION CREATES OPPORTUNITIES AND FUNDS INITIATIVES THAT BRING LITERACY, LEARNING AND LIBRARY ACCESS TO ALL MEMBERS OF OUR COMMUNITY. 0 0 150000 150000 THE KCLS FOUNDATION RECEIVED $150,000 IN DONATIONS IN MEMORY OF ED AND KAREN FORYS DESIGNATED FOR THE WOODINVILLE LIBRARY. FUNDS WERE USED TO TRANSFORM THE LIBRARY BY OPENING UP THE MEETING ROOM INTO THE GENERAL AREA AND REMODELING THE MEETING ROOM TO ENHANCE PROGRAMMING AND UPDATING FURNISHINGS. 114913 1070 TAKE TIME TO READ: KCLS FOUNDATION AND KING COUNTY LIBRARY SYSTEM LAUNCHED THIS PROGRAM, A THREE-YEAR INITIATIVE TO HELP RESIDENTS ENCOUNTER READING OPPORTUNITIES AND MATERIALS IN UNEXPECTED PLACES. READING CHAIRS AND QUICK READ SHELVES STOCKED WITH READING MATERIALS WERE PLACED IN COMMUNITY VENUES. BOOK COVER POSTERS (4X6) WERE DISPLAYED IN NUMEROUS COMMUNITIES, GIFT OF TIME CARDS WERE DISTRIBUTED AND ADULTS PARTICIPATED IN A WINTER READING PROGRAM. 50967 4300 SUMMER READING PROGRAM: THE POPULAR SUMMER READING PROGRAM ONE WORLD, MANY STORIES ATTRACTED 45,540 YOUNG READERS AND AWARDED 23,380 HALF-WAY PRIZES AND 20,046 FINAL PRIZES FOR PARTICIPANTS WHO REACHED THEIR 1,000-MINUTE GOAL. IN ADDITION TO GENERAL SUPPORT, THE KCLS FOUNDATION FUNDED BUSES TO BRING 3,067 SUMMER SCHOOL STUDENTS TO LIBRARIES FOR SUMMER READING PROGRAMS AND ACTIVITIES. 262209 82375 THE KCLS FOUNDATION PROVIDES THE FUNDING FOR LIBRARY INITIATIVES THAT ADDRESS COMMUNITY NEEDS, THE FUNDING FOR VALUE-ADDED PROGRAMS AND RESOURCES AND THE VISION TO 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. 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 AND FOR ADULTS. READING TO AND WITH YOUNG CHILDREN IS ONE OF THE MOST EFFECTIVE WAYS PARENTS CAN SUPPORT BRAIN DEVELOPMENT AND EARLY LEARNING SKILLS. IN 2011, THE KCLS FOUNDATION CONTINUED TO SUPPORT FIESTAS DE ALFABETIZACION, WHICH PROVIDES EARLY LITERACY TRAINING TO SPANISH-SPEAKING PARENTS. FIESTAS INVOLVED 2,356 PARENTS AND CHILDREN IN THE SERIES OF WORKSHOPS.FACILITATORS LEAD PLAY AND LEARN GROUPS THAT INCLUDE EARLY LITERACY ACTIVITIES FOR CHILDREN AND THEIR PARENTS OR CAREGIVERS. IN 2011, 64 SESSIONS WERE HELD AT THE FOSTER AND WOODMONT LIBRARIES AND INVOLVED 1,429 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 VOTE FOR A KCLS WINNER. BOOKS WERE PURCHASED FOR CLASS TEAMS, WHICH INVOLVED 290 STUDENTS. THE KCLS FOUNDATION PROVIDED SUPPORT FOR THE BOOKS FOR BABIES PROGRAM. PUBLIC HEALTH NURSES DELIVERED 1,440 ENGLISH AND 719 BOARD BOOKS IN SEVEN LANGUAGES, EARLY LITERACY DVDS AND READING TIPS TO NEW MOTHERS IN LOW INCOME AREAS OF THE LIBRARYS SERVICE DISTRICT. THE KCLS FOUNDATION PROVIDED ADDITIONAL FUNDING FOR COLLECTIONS IN FOUR LIBRARY2GO VANS. LIBRARY2GO MADE 210 VISITS TO CHILDCARES, SENIOR FACILITIES AND COMMUNITY STOPS, SERVING 19,420 RESIDENTS. THE MAJORITY OF THE VISITS WERE TO IN-HOME DAY CARE CENTERS, OFFERING CAREGIVERS AND YOUNG CHILDREN EASY AND CONSISTENT ACCESS TO BOOKS.THE KCLS FOUNDATION SPONSORED PROGRAMS FEATURING RENOWNED CHILDRENS BOOK AUTHOR/ILLUSTRATOR JEZ ALBOROUGH. HUNDREDS OF CHILDREN MET THE AUTHOR AT LIBRARY AND SCHOOL VISITS. THE KCLS FOUNDATION PROVIDED FUNDING FOR LITERACY TOWARD CITIZENSHIP CLASSES, INCLUDING FREE WORKBOOKS FOR PARTICIPANTS. CLASSES WERE PRESENTED TO MORE THAN 400 IMMIGRANTS SEEKING PREPARATION FOR THE US NATURALIZATION TEST. 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 2011-12 THE FOUNDATION PROVIDED 15,770 BOOKS TO STUDENTS WHO COMPLETED THEIR 400-MINUTE GOAL, A 22% INCREASE OVER THE PREVIOUS YEAR.THE GLOBAL READING CHALLENGE COMBINES GREAT BOOKS AND QUIZ QUESTIONS IN A FUN AND FAST-PACED CONTEST. IN 2010-2011, 1,841 4TH AND 5TH GRADE STUDENTS ON 263 TEAMS FROM 53 SCHOOLS IN 12 SCHOOL DISTRICTS COMPETED IN CHALLENGING COMPETITIONS. THE PROGRAM INVOLVES STUDENTS OF ALL READING LEVELS AND THE KCLS FOUNDATION PROVIDES BOOKS FOR THE TEAMS.THE KCLS FOUNDATION HELPED SUPPORT THE LIFE AFTER HIGH SCHOOL PROGRAM SERIES, HOSTING 16 OF THE 63 PROGRAMS, WHICH DREW 240 TEENS AND PARENTS. STUDENTS SEEKING HELP WITH HOMEWORK CAN VISIT STUDY ZONES IN NEARLY ALL LIBRARIES. IN 2010-2011, 280 VOLUNTEERS CONTRIBUTED 11,805 HOURS AND TUTORED 8,527 STUDENTS IN MATH, SCIENCE, SOCIAL STUDIES READING AND ENGLISH AT 36 LIBRARIES AND THROUGH ONLINE ASSISTANCE.THE KCLS FOUNDATION ALSO FUNDED 4 SAT PREP CLASSES AND WORKBOOKS FOR 88 STUDENTS IN LOW-INCOME AREAS. IN 2011, 8,395 TEENS READ 23,185 BOOKS IN THE READ 3, GET 1 FREE PROGRAM. FOR EACH SET OF THREE REVIEWS, A TEEN SELECTED A FREE BOOK AS A REWARD. THE KCLS FOUNDATION HOSTED A RED CARPET EVENT AND PROVIDED PRIZES FOR THE READ.FLIP.WIN. CONTEST, WHERE TEENS FILMED BOOK REVIEWS AND TRAILERS.LIBRARIES: READING 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 CO-HOSTED THE FLAVORS OF THE WORLD CULTURAL FAIR AT THE FEDERAL WAY LIBRARY, WHICH BROUGHT TOGETHER SEVERAL HUNDRED PEOPLE AND NUMEROUS COMMUNITY PARTNERS. THE EVENT FEATURED BOOTHS, DANCE, FOOD AND MUSIC FROM SEVERAL COUNTRIES AND CULTURES.FUNDING FROM A LOCAL FOUNDATION PROVIDED SUPPORT FOR JOB SEARCH BASICS, A SET OF ONLINE SERVICES TO ASSIST ENGLISH LANGUAGE LEARNERS, IMMIGRANTS AND REFUGEES WITH THEIR JOB SEARCH AVAILABLE IN ENGLISH, SPANISH, CHINESE, SOMALI AND VIETNAMESE. KCLS WAS NAMED LIBRARY OF THE YEAR AND THE KCLS FOUNDATION FUNDED SPECIAL LANYARDS FOR STAFF ID BADGES. THE KCLS FOUNDATION WELCOMED NEARLY 500 VISITORS TO PREVIEW EVENTS AT THE KENMORE, LAKE FOREST PARK AND NEWPORT WAY LIBRARIES.THE KCLS FOUNDATION PRESENTED AWARDS TO MEMBERS OF THE FRIENDS OF THE LIBRARY GROUPS AND HOSTED 140 GUESTS AT THE LIBRARY'S ANNUAL FRIENDS OF THE LIBRARY RECOGNITION EVENT. 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 FOUR SCHOLARSHIPS FOR KCLS STAFF MEMBERS SEEKING THEIR MASTERS DEGREES IN LIBRARY AND INFORMATION SCIENCE. THE KCLS FOUNDATIONS ANNUAL LITERARY LIONS GALA, HELD AT THE BELLEVUE LIBRARY, WELCOMED 400 GUESTS AND FEATURED SPEAKER VINCE FLYNN, EMCEE NANCY PEARL AND 30 LOCAL AUTHORS. THE GALA ALSO SHOWCASES THE LIBRARYS PROGRAMS, BUILDINGS AND SERVICES 262209 82375 578089 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 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 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 A BROWN 1.00 X X 0 0 0 KAREN E GLOVER 1.00 X X 0 0 0 EMILY ROLLINS 1.00 X X 0 0 0 DR PATRICK TAYLOR 1.00 X X 0 0 0 THOMAS H 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 HEMPSTEAD 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 BILL KEOUGH 1.00 X 0 0 0 DEBBIE KUEHNER 1.00 X 0 0 0 MARCIA KUSZMAUL 1.00 X 0 0 0 WAI-FONG LEE 1.00 X 0 0 0 PAMELA MARTIN 1.00 X 0 0 0 BOB MCMAHON 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 BRUCE TITCOMB 1.00 X 0 0 0 KAREN TRUE 1.00 X 0 0 0 STEVE SMITH 1.00 X 0 0 0 MING ZHANG 1.00 X 0 0 0 JEANNE THORSEN 40.00 X 110464 0 17804 CHERYL SMITH 40.00 X 45900 0 12988 156364 0 30792 1 0 0 1 0 120318 509041 9751 629359 23744 23744 976577 924588 51989 51989 51989 13165 120318 60593 -47428 -47428 165206 31308 133898 133898 VENDING MACHINE SALES 900099 34567 34567 34567 826129 0 0 196770 237745 237745 9700 9700 17729 17729 14608 11623 2985 108727 21380 87347 40000 40000 16091 3671 12420 10 10 846 59 359 428 4758 1128 2997 633 PROGRAM SUPPLIES 247578 247578 IN-KIND GOODS 16868 16868 SPECIAL EVENTS NOT NETT 5199 5199 CATERING 4729 2893 888 948 6080 728 162 5190 730668 578089 37429 115150 X 248353 244624 558797 607423 52490 68763 14841 16589 31308 2635 28683 1001677 1039475 915462 865589 2825563 2871146 34635 43919 29834 25400 64469 69319 X 1559206 1619525 131876 70788 1070012 1111514 2761094 2801827 2825563 2871146 X 95461 -54728 X X 0 1 1 X 0 X 595394 484710 376546 555988 629359 2641997 595394 484710 376546 555988 629359 2641997 313225 2328772 60470 61844 46643 34459 23744 227160 34567 34567 2903724 924030 0.80200 0.75640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 793 793 729875 730668 134600 33650 0 0 106088 117551 120282 134600 478521 717782 901 747 793 2441 26522 29388 30071 33650 119631 179447 PART IV, SUPPLEMENTAL INFORMATION: KCLSF PROVIDED TRANSPORTATION FOR FRIENDS OF THE LIBRARY TO ATTEND LEGISLATION DAY IN OLYMPIA, WA. 216879 84000 -2932 -16952 280995 131533 84000 20135 18789 216879 42000 84000 15613 10080 131533 42000 42000 0.97000 0.03000 1 0 0 BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY TRUST 844394 OTHER CURRENT ASSETS 21195 865589 826129 730668 95461 -54728 -54728 40733 1132666 -54728 319036 42229 306537 826129 0 826129 1091933 319036 42229 361265 730668 0 730668 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND EARLY LITERACY AND CHILDREN'S PROGRAMS. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 42,229. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 42,229. 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 133483 120318 13165 29330 16358 4158 10747 133483 120318 13165 29330 16358 4158 10747 60593 -47428 1 KING COUNTY PUBLIC LIBRARY 960 NEWPORT WAY NW ISSAQUAH WA 98027 911931457 115 227745 SUPPORT LIBRARY PROGRAMS REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481293 501(C)(3) 10000 TO OFFSET BOOK EXPENSE FOR REACH OUT AND READ PROGRAMMING IN KING COUNTY SCHOLARSHIPS 4 9700 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. FORM 990, PART VI, SECTION B, LINE 11 DETAILS: 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -54,728. AUDIT REVIEW PART XI, LINE 2C THERE HAS BEEN NO CHANGE IN HOW THE AUDIT COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS.