2012-08-13T18:10:50-05:00 2011-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-01-01 912036088 COLLEGE SUCCESS FOUNDATION COLL 4254162000 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 DEBORAH WILDS COO 4254162000 2012-08-13 1 JANE M SEARING P00000565 4254544919 2012-08-13 2011 2016-02-24 21:20:13Z DEBORAH J WILDS 1605 NW SAMMAMISH ROAD NO 200 ISSAQUAH WA 98027 64297918 0 X WWW.COLLEGESUCCESSFOUNDATION.ORG X 2000 WA OVER 12 YEARS OF PROVEN EXPERIENCE, INSPIRING UNDERSERVED, LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL, AND PROVIDING THE UNIQUE INTEGRATED SYSTEM OF SUPPORTS AND SCHOLARSHIPS THEY NEED TO GRADUATE COLLEGE AND SUCCEED IN LIFE. 18 14 160 1198 0 0 12039205 15877319 3385799 4090168 1841527 1179662 -776684 -65872 16489847 21081277 5976311 4574564 0 0 6759353 6784359 0 0 1085742 2851910 2881618 15587574 14240541 902273 6840736 48176119 44189730 30271359 19801584 17904760 24388146 X OVER 12 YEARS OF PROVEN EXPERIENCE, INSPIRING UNDERSERVED, LOW-INCOME STUDENTS TO FINISH HIGH SCHOOL, AND PROVIDING THE UNIQUE INTEGRATED SYSTEM OF SUPPORTS AND SCHOLARSHIPS THEY NEED TO GRADUATE COLLEGE AND SUCCEED IN LIFE. 0 0 6624464 4412340 821832 SCHOLARSHIP AND COLLEGE PROGRAMSGOALS: REMOVE FINANCIAL BARRIERS, INCREASE RETENTION AND GRADUATIONCSF'S ADVISING, MENTORING AND ACADEMIC SUPPORTS CONTINUE AS STUDENTS TRANSITION INTO COLLEGE. CSF COUNSELS STUDENTS TO APPLY TO COLLEGES THAT RETAIN LOW-INCOME STUDENTS AND PROVIDE ACADEMIC PLANNING TO ATTAIN A BACHELOR'S DEGREE, WHETHER THE STUDENT BEGINS AT A TWO-YEAR OR FOUR-YEAR COLLEGE. IN 2011-2012, THERE WERE 393 MENTORS WORKING WITH STUDENTS, 100% OF WHOM WERE SPECIALLY TRAINED BY CSF STAFF. MENTORING HAS BEEN SHOWN TO BE HIGHLY EFFECTIVE FOR HELPING PROVIDE STUDENTS A COLLEGE-GOING THOUGHT CULTURE, TO HELP STUDENTS COMPLETE HIGH SCHOOL AND PREPARE FOR COLLEGE, AND TO RETAIN THOSE COLLEGE FRESHMEN IN THEIR 2ND AND 3RD YEARS IN COLLEGE. CSF REQUIRES ITS SCHOLARSHIP RECIPIENTS WHO SCORE BELOW GRADE LEVEL ON THEIR COLLEGE PLACEMENT EXAM TO TAKE COLLEGE-LEVEL DEVELOPMENTAL OR BEGINNING COURSE SEQUENCES FOR THE APPROPRIATE SUBJECT IMMEDIATELY UPON COLLEGE ENROLLMENT, WHICH HELPS TO INCREASE THEIR OVERALL RETENTION. CSF PROVIDES MENTORING FROM COLLEGE FACULTY AND STAFF FOR EACH SCHOLAR FOR THEIR FIRST TWO YEARS OF COLLEGE THROUGH CONTRACTUAL AGREEMENTS WITH COLLEGES AND UNIVERSITIES. CSF OFFERS SERVICES AND SUPPORT FOR STUDENTS TRANSITIONING FROM COMMUNITY COLLEGES TO FOUR-YEAR COLLEGES INCLUDING ADVISING, ADMISSIONS, FINANCIAL AID, MAJOR ACADEMIC READINESS AND RELOCATION. UPPER DIVISION COLLEGE STUDENTS OFTEN SERVE AS MENTORS TO FRESHMAN AND SOPHOMORE STUDENTS. THROUGH SCHOLARSHIP SERVICES, CSF SEEKS TO REDUCE FINANCIAL BARRIERS LOW-INCOME STUDENTS FACE BY AWARDING NEED-BASED SCHOLARSHIPS. AS OF NOVEMBER 2011, CSF HAD AWARDED SCHOLARSHIPS TO 7,645 STUDENTS, TOTALING MORE THAN $124 MILLION. TO DATE, 2,401 GRADUATES HAVE RECEIVED BACHELOR'S DEGREES. CSF DESIGNS AND MARKETS SCHOLARSHIP APPLICATION MATERIALS, DEVELOPS SELECTION PROCESSES TARGETED AT THE NON-TRADITIONAL COLLEGE APPLICANT, AND CREATES SCORING RUBRICS THAT CONSIDER VARIABLES REQUIRED BY THE FUNDER AND THAT INCLUDE TRADITIONAL AND NON-TRADITIONAL SELECTION CRITERIA. CSF ALSO MANAGES WRITTEN AGREEMENTS WITH COLLEGE PARTNERS AND AWARDS SCHOLARSHIPS AS "LAST-IN" SCHOLARSHIP/GRANT FUNDS. CSF TRACKS ITS SCHOLARSHIP AWARDS AND SCHOLARS THROUGH A STUDENT DATA MANAGEMENT SYSTEM, WHILE RESPONDING TO INDIVIDUAL SCHOLAR'S FINANCIAL SITUATIONS AND NEEDS. 2974952 93829 1680358 EARLY COLLEGE READINESS PROGRAMSGOAL: DEVELOP HIGH SCHOOL-READY AND COLLEGE-AWARE MIDDLE SCHOOL SCHOLARSCSF PROVIDES EARLY CAREER AND COLLEGE AWARENESS BEGINNING IN 7TH GRADE. THROUGH ITS MIDDLE SCHOOL PROGRAMS, CSF OFFERS HIGH SCHOOL AND COLLEGE PLANNING INFORMATION, ENCOURAGES STUDENTS TO BEGIN EXPLORING POSSIBLE CAREER OPTIONS, AND PUSHES THEM TOWARDS COLLEGE- AND CAREER-READY ACADEMIC ACHIEVEMENT. CSF ALSO WORKS WITH THE WASHINGTON HIGHER EDUCATION COORDINATING BOARD, SCHOOL DISTRICTS AND OTHER COLLEGE ACCESS PROVIDERS TO ENSURE LOW-INCOME 7TH AND 8TH GRADERS SIGN UP FOR EARLY SCHOLARSHIP COMMITMENTS THROUGH WASHINGTON STATE'S COLLEGE BOUND SCHOLARSHIP (CBS), A FOUR-YEAR SCHOLARSHIP THAT WILL COVER TUITION, FEES AND BOOKS FOR PARTICIPATING STUDENTS TO ATTEND A TWO-YEAR, FOUR-YEAR, OR TECHNICAL COLLEGE UPON HIGH SCHOOL COMPLETION. IN 2011-2012, CSF HELPED TO SIGN UP 61% OF ELIGIBLE 8TH GRADERS IN WASHINGTON STATE FOR A CUMULATIVE SIGN UP OF 104,676 (AS OF MAY 2012) FOR THIS LIFE-CHANGING OPPORTUNITY SINCE THE PROGRAM BEGAN. 1705556 32850 1354769 COLLEGE ADVISING & MENTORING PROGRAMSGOAL: PRODUCE COLLEGE-READY HIGH SCHOOL GRADUATESAS STUDENTS MOVE FROM MIDDLE SCHOOL TO HIGH SCHOOL, THEY ARE SUPPORTED IN THE 8TH TO 10TH GRADE TRANSITION YEARS BY CSF'S HERO (HIGHER EDUCATION READINESS OPPORTUNITY) PROGRAM. HERO ADVISORS CONTINUE CAREER AWARENESS PROGRAMMING AND ENCOURAGE STUDENTS TO STUDY HARD AND AVOID CRIMINAL ACTIVITY. THE HERO PROGRAM ENGAGED 505 STUDENTS IN 2011-2012 IN FOUR HIGH SCHOOLS AND THEIR FEEDER MIDDLE SCHOOLS IN THE SEATTLE METROPOLITAN AREA, TACOMA AND YAKIMA, AS WELL AS IN TWO HIGH SCHOOLS AND THEIR FEEDER MIDDLE SCHOOLS IN WARDS 7 AND 8 IN WASHINGTON, D.C. IN THE 11TH AND 12TH GRADES, CSF'S COLLEGE PREPARATORY ADVISORS (CPAS) PROVIDE PROACTIVE ACADEMIC ADVISING, COLLEGE PLANNING INFORMATION, GRADE MONITORING AND REFERRALS FOR ADDITIONAL INTERVENTIONS FOR STUDENTS IN ITS PROGRAMS. THEY ARE SCHOOL-BASED AND WORK IN CLOSE COLLABORATION WITH TEACHERS AND GUIDANCE COUNSELORS. CPAS ALSO HELP ASSESS COLLEGE READINESS BY WORKING WITH COMMUNITY COLLEGES TO ADMINISTER COLLEGE PLACEMENT TESTING AS EARLY AS 10TH GRADE, AND THEY ASSIST WITH TEST PREPARATION, TRANSCRIPT REVIEWS AND MONITORING. CSF-RECRUITED MENTORS SERVE AS SUPPORTIVE ADULT ROLE MODELS AND ASSIST WITH HIGH SCHOOL AND COLLEGE PLANNING. CSF COLLEGE PREPARATORY ADVISORS ASSIST STUDENTS IN THE 12TH GRADE WITH THE COLLEGE APPLICATION PROCESS. CSF PROVIDES FINANCIAL AID PLANNING AND EDUCATION, INCLUDING ASSISTANCE WITH THE FAFSA. COLLEGE VISITATIONS AND COLLEGE-LEVEL SCHOLAR SPEAKERS ARE IMPORTANT COMPONENTS OF THE PROGRAM. CSF ALSO PROVIDES SUMMER ACADEMIC READINESS PROGRAMMING THROUGH RESIDENTIAL COLLEGE EXPERIENCES THAT INTRODUCE STUDENTS TO COLLEGE ENVIRONMENTS AND OFFER WORKSHOPS ON THE FINANCIAL AID PROCESS, ACADEMIC PLANNING, MENTORING, AND SOCIAL AND NETWORKING SKILL DEVELOPMENT. IN 2010-2011, 16,908 STUDENTS WERE SUPPORTED BY CSF IN MIDDLE- AND HIGH SCHOOL. 405235 35546 44054 ALUMNI SERVICES GOAL: TRANSITION TO CAREER AND POST-COLLEGE LIFETHE CSF ALUMNI PROGRAM AND A NEWLY-LAUNCHED CENTER FOR CAREER SUCCESS HELPS SCHOLARS PREPARE FOR THE TRANSITION INTO THE PROFESSIONAL WORLD, AND ENCOURAGES ITS ALUMNI TO GIVE BACK TO THE COMMUNITIES IN WHICH THEY WERE RAISED, OFTEN BY HELPING YOUNGER STUDENTS NAVIGATE THE COLLEGE PLANNING PROCESS. ALUMNI SERVICES INCLUDE ALUMNI WORKSHOPS, LECTURES AND NETWORKING OPPORTUNITIES TO DEVELOP RELATIONSHIPS AND TO LEARN AND PREPARE FOR GRADUATE EDUCATION. ADDITIONALLY, CSF FOSTERS AN INCLUSIVE CULTURE FOR SCHOLARS THROUGH CAREER WORKSHOPS AND PERSONAL DEVELOPMENT PROGRAMMING, CONSISTENT AND REGULAR COMMUNICATION AND ON-CAMPUS EVENTS IN CONJUNCTION WITH COLLEGE PARTNERS. CSF COLLABORATES WITH COMPANIES THAT NOT ONLY PROMOTE JOB AND INTERNSHIP OPPORTUNITIES BUT ALSO VALUE THE DIVERSITY AND THE POTENTIAL OF STUDENTS TO INCREASE THEIR PREPARATION FOR AND SUCCESS IN APPLYING FOR EMPLOYMENT. NINETEEN PERCENT OF ALUMNI ARE CURRENTLY ENROLLED IN OR HAVE COMPLETED A GRADUATE OR PROFESSIONAL CERTIFICATE PROGRAM. 231352 189155 POLICY, ADVOCACY, AND COALITION BUILDINGGOALS: ADVOCATE FOR POLICY CHANGE AND CREATE STATEWIDE COLLEGE ACCESS NETWORK CSF SERVES AS A KEY PROPONENT FOR POLICY CHANGES THAT WILL ENABLE MORE LOW-INCOME STUDENTS TO GRADUATE FROM HIGH SCHOOL COLLEGE- AND CAREER-READY. THE ORGANIZATION IS ACTIVELY ENGAGED IN BUILDING A STATEWIDE COALITION THAT WILL SUPPORT COLLEGE ACCESS AND COMPLETION FOR LOW-INCOME STUDENTS. THROUGH ITS POLICY AGENDA, CSF SEEKS TO:-SUPPORT AN INCREASED COMMITMENT TO COLLEGE READINESS, MORE RIGOROUS COLLEGE PREPARATORY CURRICULA, AND IMPROVEMENTS IN INSTRUCTION.-CATALYZE IMPROVED ALIGNMENT OF SECONDARY AND POST-SECONDARY SUPPORTS THAT CATER TO AN INDIVIDUAL STUDENT'S LEVEL OF READINESS.-INCREASE NEED-BASED FINANCIAL AID AND COLLEGE ACCESS AT THE STATE AND FEDERAL LEVELS. -IMPROVE COLLEGE DEGREE ATTAINMENT RATES AND SUPPORT EMPLOYMENT OPPORTUNITIES FOR NEW GRADUATES.CSF IS LEADING THE EFFORTS OF THE WASHINGTON COLLEGE ACCESS NETWORK (WCAN), WHICH BRINGS TOGETHER COLLEGE ACCESS PROVIDERS, EDUCATION AGENCIES, COLLEGES AND UNIVERSITIES, SCHOOLS/DISTRICTS, AND THE WORKFORCE DEVELOPMENT COMMUNITY TO COORDINATE AND ENHANCE SUPPORTS AND SERVICES FOR LOW-INCOME STUDENTS.CSF IS A FOUNDING ORGANIZATION IN TWO MAJOR COLLECTIVE IMPACT INITIATIVES, ONE SERVING SEVEN SCHOOL DISTRICTS IN SOUTH SEATTLE AND SOUTH KING COUNTY, AND THE OTHER A DISTRICT OF COLUMBIA-WIDE EFFORT. THESE INITIATIVES ARE BUILDING EFFECTIVE PARTNERSHIPS AMONG SCHOOLS, DISTRICTS, COMMUNITIES, NONPROFIT ORGANIZATIONS, CORPORATIONS, FOUNDATIONS AND RESEARCHERS, WITH THE GOAL TO INCREASE COLLEGE DEGREE ATTAINMENT BY LOW-INCOME AND OTHER UNDERSERVED STUDENTS. 636587 35546 233209 11941559 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 0 0 1 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 1 0 0 0 0 1 51 0 1 160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X JOHN MCDOWELL 4254162000 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 X BOB CRAVES 28.00 X X 141435 0 23955 ANN RAMSAY-JENKINS 26.00 X X 25000 0 0 DEBORAH WILDS PHD 41.00 X X 186933 0 24903 JOSEPH GAFFNEY 3.50 X X 0 0 0 SAM SMITH 3.50 X X 0 0 0 FRED CAMPBELL 2.50 X 0 0 0 GERRI CRAVES 2.00 X 0 0 0 JOE DEAR 3.00 X 0 0 0 FRANK GREER 2.00 X 0 0 0 MACK HOGANS 2.00 X 0 0 0 JERRY QUINN LEE 2.50 X 0 0 0 JIM MURPHY 3.00 X 0 0 0 DOUG PICHA 2.00 X 0 0 0 DEBORAH ROSEN 2.00 X 0 0 0 PATRICIA RAIKES 2.50 X X 0 0 0 KATHLEEN ROSS 2.50 X 0 0 0 LARRY WRIGHT 1.50 X 0 0 0 HERB TILLERY 3.00 X 0 172737 17858 JOHN MCDOWELL 37.00 X 125719 0 18370 STEVE THORNDILL 50.00 X 113556 0 17098 SUE BYERS 50.00 X 137341 0 23134 SUSAN POLLACK 50.00 X 134573 0 19260 RUBY LOVE 50.00 X 114616 0 18667 TANGUY MARTIN 50.00 X 113293 0 23308 1092466 172737 186553 8 0 1 0 ANN JENSEN 1414 NW NORCROSS WAY SEATTLE WA 98177 IT CONSULTING 199843 BLACKBAUD CORPORATION PO BOX 930256 ATLANTA GA 31193 SOFTWARE PURCHASE/CONSULTING 121829 2 4068223 11809096 79073 15877319 FEES FROM GOVT AGENCY 900099 3417105 3417105 SO ADMIN SERVICE FEES 900099 673063 673063 4090168 1432004 1432004 3256 0 3256 3256 3256 42723504 42975846 -252342 -252342 -252342 168889 4068223 240795 -71906 -71906 VENDOR REBATES 900099 2214 2214 COPIER FEES 900099 480 480 COBRA ADMIN FEES 900099 84 84 2778 21081277 4090168 0 1113790 3430071 3430071 1144493 1144493 546315 127362 183452 235501 4912051 4031262 475627 405162 448434 377463 41503 29468 436845 355723 46339 34783 440714 345927 51158 43629 27014 7551 19463 69128 1118 68010 49734 49734 140265 140265 238017 146620 91397 451824 367762 46165 37897 56154 36451 13772 5931 406587 239889 127812 38886 160306 37876 32822 89608 226873 111547 94417 20909 EVENTS 687107 687107 STAFF EXPENSES 282535 282535 REPAIRS AND MAINTENANCE 73460 57923 12700 2837 VOLUNTEER EXPENSES 12614 12614 14240541 11941559 1213240 1085742 3700848 13638713 7127955 5108778 1108997 1031523 47782 50569 2092130 1098889 774395 993241 35189970 23127421 226172 239485 48176119 44189730 723605 829528 304633 548703 29243121 18423353 30271359 19801584 X 825530 924768 16860092 18282878 219138 5180500 17904760 24388146 48176119 44189730 X 6840736 -357350 X 0 1 1 X 1 1 X 6970843 7520010 7862566 12039205 15877319 50269943 6970843 7520010 7862566 12039205 15877319 50269943 13637262 36632681 3708952 3533122 2301215 2012875 1435260 12991424 63261367 16109588 0.57910 0.55780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 135662 135662 14345674 14481336 874067 218517 0 0 874067 874067 1311101 135662 135662 218517 218517 327776 1 131700 136851 1 1 219138 5000000 -6140 32032 5180966 201200 17938 219138 201200 201200 125025 76175 201200 1.00000 0 0 264298 89460 174838 388521 293753 94768 1439311 715676 723635 993241 PROGRAM/SCHOLARSHIP COMMITMENT 18423353 18423353 21081277 14240541 6840736 -701844 344494 -6294319 -6651669 189067 26082535 -701844 114522 6493677 5906355 20176180 905097 905097 21081277 25893468 114522 12305299 12419821 13473647 766894 766894 14240541 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION USES THESE ENDOWMENT FUNDS FOR SCHOLARSHIPS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS FROM AFFILIATES -6,294,316. ROUNDING -3. TOTAL TO SCHEDULE D, PART XI, LINE 8: -6,294,319. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFLIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 6,493,677. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 673,066. SPECIAL EVENT EXPENSES 232,031. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 12,305,299. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 534,863. SPECIAL EVENT EXPENSES 232,031. COSTCO BREAKFAST 3384604 3331065 53539 45548 15000 30251 CHATEAU STE MICHELLE DINNER 461641 389291 72350 21943 15000 66668 1 390867 347867 43000 9996 16500 11991 7898 4237112 4068223 168889 9996 16500 79482 30000 104817 240795 -71906 1 SEATTLE UNIVERSITY 901 12TH AVE SEATTLE WA 98122 910565006 501(C)(3) 1568579 STUDENT COLLEGE SCHOLARSHIPS UNIVERSITY OF WASHINGTON PO BOX 355820 SEATTLE WA 98195 943079432 GOVERNMENT 1568579 STUDENT COLLEGE SCHOLARSHIPS THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501(C)(3) 100000 COLLEGE PROGRAM SUPPORT 3 0 WASHINGTON STATE ACHIEVERS SCHOLARSHIP GRANT 1941 8237018 FMV SCHOLARSHIPS GOVERNORS SCHOLARSHIP GRANT 101 285867 FMV SCHOLARSHIPS LEADERSHIP 1000 SCHOLARSHIP GRANT 196 1040648 FMV SCHOLARSHIPS JENKINS ENDOWMENT SCHOLARSHIP 1 2000 FMV SCHOLARSHIPS HERO STUDENT LAPTOP PROGRAM 90 95450 FMV GIFTED LAPTOP COMPUTERS- REMAINDER TO BE DISTRIBUTED IN 2012 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: COLLEGE SUCCESS FOUNDATION USES A COMBINATION OF EXTERNAL REVIEWERS AND SMALL WORKING GROUPS FOR SELECTION OF GRANTEES AND SCHOLARSHIP RECIPIENTS. IN ADDITION, IT USES PROGRAMMATIC AND FINANCIAL REPORTING FROM GRANTEES TO ENSURE ATTAINMENT OF GRANT OBJECTIVES. FORM 990, SCHEDULE I, PART IV RECONCILATION OF SCHEDULE I - PART III TO FORM 990, PART IX, LINE 2 TOTAL GRANTS PER SCHEDULE I, PART III $ 9,660,984 LESS ACCRUED SCHOLARSHIPS PAYABLE FOR CURRENT YEAR: ACHIEVERS ACCRUED SCHOLARSHIP $ 8,516,491 TOTAL GRANTS PAID REPORTED ON FORM 990, PART IX, LINE 2 $ 1,144,493 X 1 1 X X X 0 0 0 0 0 0 0 0 0 BOB CRAVES 141435 0 0 0 0 0 15000 0 8955 0 165390 0 0 0 DEBORAH WILDS PHD 186933 0 0 0 0 0 18801 0 6102 0 211836 0 0 0 HERB TILLERY 0 172737 0 0 0 0 0 17274 0 584 0 190595 0 0 SUE BYERS 137341 0 0 0 0 0 14206 0 8928 0 160475 0 0 0 SUSAN POLLACK 134573 0 0 0 0 0 13636 0 5624 0 153833 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL FOR ONE BOARD MEMBER DUE TO MEDICAL NEEDS. TREATED AS NONTAXABLE EXPENSE REIMBURSEMENT. X AUCTION ITEMS 14 56048 FMV X FOOD, ETC. 1144 13029 FMV X PRIZES 325 9996 FMV 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. FORM 990, PART I, LINE 6 CSF HAD 14 VOLUNTEER BOARD MEMBERS AND 15 ALUMNI BOARD MEMBERS. IN ADDITION, 35 VOLUNTEERS PROVIDED EVENT SUPPORT AT FUNDRAISERS, 301 ASSISTED AT EVENTS TO HELP PREPARE STUDENTS FOR COLLEGE, AND 833 SERVED AS MENTORS TO STUDENTS. FORM 990, PART VI, SECTION A, LINE 2 GERRI CRAVES AND BOB CRAVES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE CONTROLLER AND THE CFO WITH THE PRESIDENT. AFTER REVIEW AND APPROVAL BY THE PRESIDENT, THE FORM 990 IS REVIEWED WITH THE FINANCE COMMITTEE, INCLUDING THE CHAIRPERSON, WHO IS AN OUTSIDE DIRECTOR. SUBSEQUENT TO THE REVIEW BY THE FINANCE COMMITTEE AND PRIOR TO THE FILING OF THE RETURN, ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUESTED OF ALL DIRECTORS ANNUALLY AND FOR NEW DIRECTORS AT THE TIME THEY JOIN THE BOARD. THE STAFF ACCOUNTANT AND CFO REVIEW THE QUESTIONNAIRES, AND IF A CONFLICT ARISES, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ENTIRE STAFF'S SALARY, INCLUDING MANAGEMENT'S, ARE REVIEWED BY THE PERSONNEL AND COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. IF INCREASES FOR ALL STAFF ARE APPROVED BY THE BOARD, EACH INDIVIDUAL IS REVIEWED IN THE ADMINISTRATION PROCESS OF INCREASES BY THE CEO AND BOARD CHAIR. COMPENSATION INCREASES WERE LAST APPROVED AT THE JANUARY 2012 BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN (B) THE ESTIMATED AVERAGE HOURS PER WEEK DEVOTED BY THE FOLLOWING INDIVIDUALS TO RELATED ORGANIZATIONS ARE AS LISTED: BOB CRAVES CHAIR & CEO 22.0 HOURS JOE GAFFNEY SECRETARY 2.0 HOURS DEBORAH WILDS PRESIDENT & COO 9.0 HOURS SAM SMITH TREASURER 1.5 HOURS LARRY WRIGHT BOARD MEMBER 1.5 HOURS PATRICIA RAIKES BOARD MEMBER 1.5 HOURS DOUG PICHA BOARD MEMBER 1.5 HOURS HERB TILLERY BOARD MEMBER 47.0 HOURS JOHN MCDOWELL CFO 13.0 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -701,844. PRIOR PERIOD ADJUSTMENTS: 344,494. TOTAL TO FORM 990, PART XI, LINE 5: -357,350. COLLEGE SUCCESS FOUNDATION - DISRICT OF COLUMBIA 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 205561911 COLLEGE SCHOLARSHIPS AND PROGRAMS FOR DC HIGH SCHOOL STUDENTS WA 501(C)(3) 11A - TYPE I COLLEGE SUCCESS FOUNDATION 0 WASHINGTON STATE MENTORS 1605 NW SAMMAMISH ROAD SUITE 200 ISSAQUAH WA 98027 208335617 SUPPORT TO WASHINGTON STATE MENTORING ORGANIZATIONS WA 501(C)(3) 11A - TYPE I COLLEGE SUCCESS FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1