2011-05-10T10:31:45-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 910756462 EVERGREEN SCHOOL EVER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 Margaret Linker 2069571522 2011-05-09 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z MARGARET WAGNER 15201 MERIDIAN AVE N SHORELINE WA 98133 9577523 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE. 20 20 139 588 0 0 581228 602897 7461390 8111108 353674 187331 45089 21143 8441381 8922479 644558 661125 0 5108845 5536419 0 131080 2418737 2105711 8172140 8303255 269241 619224 20252800 22029303 9956790 10308652 10296010 11720651 WE INSPIRE AND EMPOWER HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION AND COURAGE IN AN EVER EVOLVING GLOBAL COMMUNITY. 0 0 5768905 649031 7267864 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 413 STUDENTS WERE ENROLLED DURING THE 2009-2010 SCHOOL YEAR. 677226 12094 843244 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. 6446131 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 1 139 1 0 0 0 0 0 1 1 0 0 0 20 20 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X ROBERT MILLER 2069571522 15201 MERIDIAN AVE N SHORELINE WA 98133 CHRISTIAN FULGHUM 4.00 X X 0 0 0 ANDREW SCHULMAN 4.00 X X 0 0 0 MARGARET LINKER 4.00 X X 0 0 0 BILL HEALEY 4.00 X X 0 0 0 LORI ADAMS 2.00 X 0 0 0 PAUL BINTINGER 2.00 X 0 0 0 SARAH CHILDERS 2.00 X 0 0 0 MARY CLARFELD 2.00 X 0 0 0 GEMMA DAGGATT 2.00 X 0 0 0 LINDA YAMAN HAITANI 2.00 X 0 0 0 DAVID HARVEY 2.00 X 0 0 0 JANE HARVEY 2.00 X 0 0 0 MARIAN JOH 2.00 X 0 0 0 BONNIE DIXIT KOWDLEY 2.00 X 0 0 0 SARAH LAPSEN 2.00 X 0 0 0 JOHN SAHR 2.00 X 0 0 0 ADAM SELIPSKY 2.00 X 0 0 0 YUICHI SHODA 2.00 X 0 0 0 KATHLEEN TURNER 2.00 X 0 0 0 ERIC VERZUH 2.00 X 0 0 0 MARGARET WAGNER 40.00 X 242802 0 22116 ROBERT MILLER 40.00 X 113704 0 13079 356506 0 35195 2 0 1 0 0 38391 564506 119390 602897 TUITION AND FEES 611110 7267864 7267864 SUMMER & AFTER SCHOOL 611110 843244 843244 8111108 177970 177970 22140 22140 22140 22140 523521 514160 9361 9361 9361 112764 38391 140884 -28120 -28120 FORFEITED TUITION 900099 15000 15000 APPLICATION FEES 900099 12123 12123 27123 8922479 8111108 0 208474 661125 661125 426302 315566 105539 5197 4059372 3005762 1004480 49130 230501 170236 57461 2804 497164 367180 123937 6047 323080 238611 80540 3929 1769 1769 51073 51073 334301 224899 89652 19750 38466 17085 15250 6131 106705 32343 67250 7112 442228 407447 30433 4348 52919 49691 3228 132930 122296 9305 1329 406895 374343 28483 4069 CURRICULUM FEES 433102 433102 BAD DEBTS 22164 1664 20500 LOAN FEES 8386 7715 587 84 74773 18730 55393 650 8303255 6446131 1726044 131080 6329 28991 1121597 1261339 419810 324418 1728 29383 168525 88614 13788194 3051046 10749227 10737148 7634635 9416847 150949 142563 20252800 22029303 658780 624169 908010 914483 8390000 8070000 700000 9956790 10308652 X 8932150 10085717 85374 212918 1278486 1422016 10296010 11720651 20252800 22029303 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1363860 164030 127544 20500 1634934 1643172 175183 23682 58151 420026 1363860 0.00000 1.00000 0.00000 0 0 744305 744305 12437112 2659920 9777192 532637 364024 168613 74140 27102 47038 10737148 8922479 8303255 619224 805417 805417 1424641 9112636 805417 -661125 144292 8968344 -45865 -45865 8922479 7687995 45865 45865 7642130 661125 661125 8303255 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: -661125. Part XII, Line 4b - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: -45865. Part XIII, Line 2d - Other Adjustments: DIRECT SPECIAL EVENT EXPENSES: 45865. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID: 661125. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 AUCTION & DINNER 151155 38391 112764 29162 111722 151155 38391 112764 29162 111722 140884 -28120 1 FINANCIAL AID 54 603813 BOOK NON-CASH TUITION REDUCTION TUITION REMISSION 8 57312 BOOK NON-CASH TUITION REDUCTION 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 195552 0 47250 0 0 0 16996 0 5120 0 264918 0 0 0 Washington State Housing Finance Commission 911874730 93978LBH8 2002-06-27 9500000 Construction of new school facilities 0 0 9500000 190000 9310000 2002 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 1 1 0 0 0 0 X 12 22622 FAIR MARKET VALUE X AUCTION 224 95019 COST X KITCHEN STOVE 1 1749 FAIR MARKET VALUE 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 AND MATERIALS/SERVICES ARE BASED ON THE NUMBER OF CONTRIBUTORS. Form 990, Part VI, Section A, line 4 THE BOARD APPROVED UPDATED BYLAWS IN MAY, 2010. SIGNIFICANT CHANGES TO THE REVISED BYLAWS INCLUDE: 1) THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES ON THE BOARD WAS CHANGED FROM "NOT LESS THAN THREE AND NOT MORE THAN TWENTY-FIVE" TO "NOT LESS THAN SEVEN AND NOT MORE THAN 36 TRUSTEES INCLUDING EX-OFFICIO MEMBERS" IN ORDER TO PROVIDE GREATER FLEXIBILITY TO THE BOARD; 2) LANGUAGE WAS ADDED TO CLARIFY THAT NEW TRUSTEES TAKE OFFICE ON JULY 1 OR AT THE NEXT REGULARLY SCHEDULED BOARD MEETING FOLLOWING A TRUSTEE'S ELECTION, WHICHEVER SHALL OCCUR FIRST; 3) THE NUMBER OF TRUSTEES REQUIRED TO CONSTITUTE A QUORUM WAS CHANGED FROM "ONE-HALF OF BOARD MEMBERSHIP" TO "A MAJORITY OF THE VOTING MEMBERS OF THE BOARD THEN HOLDING OFFICE" FOR CLARITY PURPOSES; AND 4) THE CONTRACTUAL INDEMNIFICATION PROVISIONS CONTAINED IN THE BYLAWS WERE UPDATED AND SIMPLIFIED IN ORDER TO ALIGN WITH CURRENT APPLICABLE WASHINGTON LAW AND NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS' BEST PRACTICES RECOMMENDATIONS. 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 2009, and the COO/CFO compensation was last reviewed in July 2009. 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. 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. 20 OF THOSE VOLUNTEERS SERVE AS BOARD MEMBERS.