2025-04-17T16:15:57-05:00 2024-06-30 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2023-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 ABBY KELSO EXECUTIVE DIRECTOR 3608676300 2025-04-17 1 1 MARIA A ICHIYAMA P00705140 2535667070 2023 2025-03-06 01:10:19Z ABBY KELSO 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 7318669 0 X WWW.EVERGREEN.EDU/FOUNDATION X 1976 WA WE INVEST PHILANTHROPIC FUNDS TO SUPPORT STUDENTS AND ADVANCE THE EVERGREEN STATE COLLEGE. 18 18 0 114 0 0 2968605 6165407 0 0 708292 843430 178100 191643 3854997 7200480 3662422 4821877 0 0 0 0 0 0 238104 967725 748341 4630147 5570218 -775150 1630262 26865112 29916033 204020 117434 26661092 29798599 X THE FOUNDATION SECURES PHILANTHROPIC FUNDS TO SUPPORT STUDENTS TO ACHIEVE A TRANSFORMATIVE EDUCATION, STRENGTHEN EVERGREEN'S PUBLIC SERVICE, AND BUILD A COMMUNITY OF GRADUATES WHO EXEMPLIFY CRITICAL THINKING, CREATIVITY, EMPATHY, AND SOCIAL RESPONSIBILITY. 0 0 1299973 1299973 STUDENT AID.EVERGREEN HAS A LONG TRADITION OF SERVING A DIVERSE POPULATION OF STUDENTS. AS OF FALL 2024, 20% OF THE STUDENTS ARE THE FIRST IN THEIR FAMILY TO GO TO COLLEGE. 32% ARE LOW INCOME AND 35% RECEIVED PELL GRANTS. SCHOLARSHIPS AND FELLOWSHIPS HELP EVERGREEN STUDENTS STAY IN SCHOOL, EARN THEIR DEGREES, AND MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. IN THE 2023-2024 ACADEMIC YEAR, 376 STUDENTS RECEIVED DONOR-FUNDED SCHOLARSHIPS AND 225 STUDENTS RECEIVED EMERGENCY AID TO ASSIST WITH EXPENSES FROM UNEXPECTED EMERGENCIES. 461040 445706 PUBLIC SERVICE CENTERS.THE FOUNDATION PROVIDES SUPPORT TO THE COLLEGE THAT ADDS EXCELLENCE TO THE EVERGREEN EDUCATIONAL EXPERIENCE. FOUNDATION SUPPORT FOR THE COLLEGE BOLSTERS A VARIETY OF PROGRAMS, INCLUDING THE CENTER FOR CLIMATE ACTION AND SUSTAINABILITY CENTER, FACULTY PROFESSIONAL DEVELOPEMENT AND RESEARCH, THE KAOS RADIO STATION, THE LIBRARY, THE EVERGREEN STUDENT CIVIC ENGAGEMENT INSTITUTE, ENTREPRENEURSHIP, PATHS CURRICULUM PLANNING REFORM, LECTURE SERIES, AND THE CENTER FOR CREATIVE AND APPLIED MEDIA. 2431504 2367105 IN DEMONSTRATION OF EVERGREEN'S STRONG COMMITMENT TO GIVE BACK TO THE COMMUNITIES IT SERVES, THE COLLEGE CURRENTLY OPERATES PUBLIC SERVICE CENTERS INCLUDING THE "HOUSE OF WELCOME" CULTURAL ARTS CENTER, CENTER FOR CLIMATE ACTION AND SUSTAINABILITY, THE CENTER FOR COMMUNITY-BASED LEARNING AND ACTION, THE WASHINGTON CENTER FOR IMPROVING UNDERGRADUATE EDUCATION, AND THE SUSTAINABILITY IN PRISONS PROJECT. THE FOUNDATION SUPPORTS THESE PUBLIC SERVICE CENTERS BY SECURING AND ADMINISTERING PRIVATE GIFTS INCLUDING GRANTS TO ENHANCE THEIR PROGRAMS. 789327 709093 OTHER PROGRAMS INCLUDE ACTIVITIES ASSOCIATED WITH FOUNDATION GRANTS TO THE COLLEGE TO IMPLEMENT THE FOREVER GREEN CAMPAIGN. 789327 709093 4981844 1 1 0 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 181 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CA CO CT KY ME MD MA MI MN NH NJ NY OH OK OR SC UT WA WV X DAVE KOHLER 3608676451 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 X CHRIS MEYERS PAST CHAIR 1.00 X X 0 0 0 ADAM SACHS SECRETARY 1.00 X X 0 0 0 DAVE KOHLER TREASURER / EX OFFICIO GOVERNOR 1.00 X X 0 0 0 BETSY DONNELLY CHAIR 1.00 X X 0 0 0 BEN ANDERSON CHAIR AUDIT COMMITTEE 1.00 X 0 0 0 MADELEINE BEATTY-LAGERBERG CO-CHAIR COMMITTEE ON GOVERNORS 1.00 X 0 0 0 QUENTIN KING VICE CHAIR 1.00 X X 0 0 0 CHRISTY HOLZ CHAIR FIN & INVMT COMMITTEE 1.00 X 0 0 0 AMANDA SCOTT-THOMAS CHAIR DEVELOPMENT ALUMNI & FRIENDS COMMITTEE 1.00 X 0 0 0 ABBY KELSO EXECUTIVE DIRECTOR/ EX-OFFICIO GOVERNOR 20.00 X X 0 0 0 JOHN CARMICHAEL EX-OFFICIO GOVERNOR 1.00 X 0 0 0 ED ZUCKERMAN EX-OFFICIO GOVERNOR 1.00 X 0 0 0 DEXTER GORDON EX-OFFICO GOVERNOR 1.00 X 0 0 0 KORBETT MOSESLY GOVERNOR 1.00 X 0 0 0 LESLIE OWEN GOVERNOR 1.00 X 0 0 0 LEAH FORD GOVERNOR 1.00 X 0 0 0 NINA CARTER GOVERNOR 1.00 X 0 0 0 ERWIN VIDALLON GOVERNOR 1.00 X 0 0 0 PATRICIA BECKMANN GOVERNOR 1.00 X 0 0 0 DOLLY ENGLAND GOVERNOR 1.00 X 0 0 0 GREG MULLINS FACULTY REPRESENTATIVE 1.00 X 0 0 0 EMILY PIEPER STAFF REPRESENTATIVE 1.00 X 0 0 0 KANDI BAUMAN GOVERNOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 326207 5839200 385994 6165407 843430 843430 42450 326207 118189 -75739 -75739 ADMINISTRATION FEES 611710 267382 267382 267382 7200480 267382 0 767691 3338805 3338805 1483072 1483072 40358 879 4691 34788 3243 75 1980 1188 88331 4178 69560 14593 28122 2362 18157 7603 IN-KIND SUPPLIES AND EQ 190267 19027 95133 76107 FOOD 171551 39026 73062 59463 PURCHASED SERVICES 133493 73153 30855 29485 SUPPLIES 68749 5267 48690 14792 24227 16000 8142 85 5570218 4981844 350270 238104 4777627 2948456 827087 2062916 514893 559349 19607752 21504489 1137753 2840823 26865112 29916033 169488 94979 34532 22455 204020 117434 X 2552382 2845921 24108710 26952678 26661092 29798599 26865112 29916033 1630262 1507245 0 X X 0 1 X 1 0 X 2715935 5863304 2299969 3012455 6437007 20328670 1229598 1119664 1175106 1206831 1467843 6199042 3945533 6982968 3475075 4219286 7904850 26527712 3392258 23135454 248906 567452 594726 708292 843429 2962805 150621 227641 251234 267382 896878 30387395 0.76140 0.69520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 SCHEDULE C THE FOUNDATION HAS A COMMITTEE MADE UP OF BOARD MEMBERS WHOSE RESPONSIBILITY IS TO ENGAGE THE STATE LEGISLATURE ON MATTERS IMPACTING THE EVERGREEN STATE COLLEGE. 19567816 1669273 2127169 -1055092 22309166 18808441 938190 991494 -1170309 19567816 19767412 625998 -1056135 528834 18808441 14808216 532560 5037817 611181 19767412 14923563 355812 155334 626493 14808216 0.09720 0.58930 0.31350 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 21504489 F 21504489 CERTIFICATE OF DEPOSIT 2816568 OPERATING RIGHT-OF-USE ASSETS 24255 2840823 OPERATING LEASE LIABILITY 22455 22455 10293757 1507244 1467843 118190 3093277 7200480 0 7200480 7156250 1467843 118189 1586032 5570218 0 5570218 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 118,189. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 118,189. ART OF GIVING 368657 326207 42450 8122 31086 78981 368657 326207 42450 8122 31086 78981 118189 -75739 1 EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 2826348 0 PROVIDE SUPPORT TO THE COLLEGE HERITAGE UNIVERSITY 3240 FORT RD TOPPENISH WA 98948 911160585 30000 0 SUPPORT NATIVE ARTS AND CULTURE MONTANA STATE UNIVERSITY 1500 UNIVERSITY DR BILLINGS MT 59101 816001642 30000 0 SUPPORT NATIVE ARTS AND CULTURE CHEMEKETA COMMUNITY COLLEGE PO BOX 14007 SALEM OR 97309 930585134 30000 0 SUPPORT NATIVE ARTS AND CULTURE BOARD OF REGENTS OF THE UNIVERSITY DRAWER 538 MILWAUKEE WI 532780538 396006492 40000 0 SUPPORT NATIVE ARTS AND CULTURE UNIVERSITY OF ALASKA FOUNDATION 1815 BRAGAW STREET SUITE 206 ANCHORAGE AK 99508 237394620 50000 0 SUPPORT NATIVE ARTS AND CULTURE UNIVERSITY OF ALASKA 1106 AUKE LAKE WAY JUNEAU AK 99801 926000147 40000 0 SUPPORT NATIVE ARTS AND CULTURE UNIVERSITY OF OREGON PO BOX 3327 EUGENE OR 97403 464727800 30000 0 SUPPORT NATIVE ARTS AND CULTURE BLUE MOUNTAIN COMMUNITY COLLEGE 2411 NW CARDEN AVE PENDLETON OR 97801 930506536 30000 0 SUPPORT NATIVE ARTS AND CULTURE SANTA FE COMMUNITY COLLEGE 6401 RICHARDS AVE SANTA FE NM 87508 850311615 30000 0 SUPPORT NATIVE ARTS AND CULTURE MESALANDS COMMUNITY COLLEGE 911 S 10TH ST TUCUMCARI NM 88401 850273163 30000 0 SUPPORT NATIVE ARTS AND CULTURE THUNDER WOMAN LLC PO BOX 26 LAPWAI ID 83540 933910591 10000 0 SUPPORT NATIVE ARTS AND CULTURE THE SUQUAMISH TRIBE 18490 SUQUAMISH WAY NE SUQUAMISH WA 98292 910854725 10000 0 SUPPORT NATIVE ARTS AND CULTURE KKONA LLC 8825 34TH AVE NE STE L-476 TULALIP WA 98271 884405540 6000 0 SUPPORT NATIVE ARTS AND CULTURE STUDENT SCHOLARSHIPS 376 1142829 HOUSE OF WELCOME 29 183100 EMERGENCY FUNDS FOR STUDENT 225 157143 PART I, LINE 2 THE FOUNDATION WORKS CLOSELY WITH THE COLLEGE OFFICES TO MONITOR THE USE OF GRANT FUNDS. THE ADVANCEMENT OFFICE COORDINATES APPLICATION SUBMISSIONS AND REPORTING REQUIREMENTS. THE BUSINESS SERVICES OFFICE MONITORS EXPENDITURES. THEIR STAFF INCLUDES AN ACCOUNTANT WITH RESPONSIBILITIES FOR GRANT ACCOUNTING. JOHN CARMICHAEL PRESIDENT OF THE COLLEGE 7937 CAR ALLOWANCE ABBY KELSO EXECUTIVE DIRECTOR 7882 CAR ALLOWANCE X 1 7500 FAIR MARKET VALUE X 1795 165336 FAIR MARKET VALUE X SUPPLIES & EQUIPMENT 0 190267 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS. THE FOUNDATION USES A BROKER TO SELL SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT FIRM FOR THE FOUNDATION COMPLETES THE SCHEDULES AND CHECKLISTS AFTER THE EVERGREEN COLLEGE FOUNDATION AUDIT IS COMPLETE. THE DRAFT FORM 990 IS THEN TRANSMITTED TO THE EVERGREEN STATE COLLEGE FOUNDATION BOARD AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE AUDIT COMMITTEE REVIEW, PROVIDE COMMENTS AND QUESTIONS ON THE TAX RETURN, DURING WHICH TIME A CONFERENCE CALL WILL BE SCHEDULED WITH THE COMMITTEE AND VICE-PRESIDENT OF FINANCE OR HIS DELEGATE AND ALL MEMBERS OF THE BOARD. ADVANCEMENT STAFF AND MEMBERS OF THE COLLEGE'S BUSINESS SERVICES STAFF WILL ALSO BE ASKED TO JOIN THE CALL, OR OTHERWISE BE AVILABLE TO RESPOND TO THE COMMITTEE OR BOARD QUESTIONS ABOUT THE DRAFT. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW OF FORM 990 IS CONDUCTED BY THE AUDIT COMMITTEE VIA CONFERENCE CALL, WITH PARTICIPATION OF THE FULL BOARD BEING WELCOMED AND ENCOURAGED. THE REVIEW BEGINS BY THE COLLEGE'S CHIEF FINANCIAL OFFICER OR HIS DELEGATE. UNDERLYING DATA THAT SUPPORT THE RETURN MAYBE REQUESTED BY THE BOARD. THE BOARD REVIEWS THE RETURN TO MAKE SURE IT IS CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS, THE GOVERNANCE QUESTIONNAIRE IS ANSWERED CORRECTLY, THE DESCRIPTIVE INFORMATION REFLECTS THE FOUNDATION'S POSITIONS, DESCRIPTION OF THE PROGRAMS ARE ACCURATE, AND THE RETURN IS COMPLETE. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS FINALIZED, INCLUDING ANY CHANGES SUGGESTED BY THE AUDIT COMMITTEE, BEFORE THE TAX DEADLINE. BOARD MEMBERS ARE NOTIFIED VIA EMAIL THAT THE FINAL FORM 990, INCLUDING SCHEDULES, ARE AVAILABLE FOR REVIEW AND ATTACHED TO THE EMAIL. THE EXECUTIVE DIRECTOR THEN SIGNS THE RETURN AND THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE EITHER ON THE WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE REVIEW PROCESS FOR THE 990 HAS NOT CHANGED FROM THE PRIOR YEAR. EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 STATE COLLEGE WA 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 EVERGREEN STATE COLLEGE B 2826348 FAIR MARKET VALUE EVERGREEN STATE COLLEGE N 230974 FAIR MARKET VALUE EVERGREEN STATE COLLEGE O 1427136 FAIR MARKET VALUE