2026-04-22T11:47:34-05:00 2025-06-30 911623649 JOHNSON STONE & PAGANO PS 1501 REGENTS BLVD SUITE 100 FIRCREST WA 98466 990 2024-07-01 910981488 THE EVERGREEN STATE COLLEGE FOUNDATION EVER 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 ABBY KELSO EXECUTIVE DIRECTOR 3608676300 2026-04-17 1 0 MARIA A ICHIYAMA P00705140 2535667070 2024 2025-03-06 01:10:19Z ABBY KELSO 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 4811269 0 X WWW.EVERGREEN.EDU/FOUNDATION X 1976 WA WE INVEST PHILANTHROPIC FUNDS TO SUPPORT STUDENTS AND ADVANCE THE EVERGREEN STATE COLLEGE. 20 20 0 235 0 0 6165407 3561689 0 0 843430 921138 191643 193678 7200480 4676505 4821877 3879704 0 0 0 0 0 0 128825 748341 703892 5570218 4583596 1630262 92909 29916033 31523789 117434 134196 29798599 31389593 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 1273940 1273940 STUDENT AID.EVERGREEN HAS A LONG HISTORY OF SERVING A DIVERSE POPULATION OF STUDENTS. AS OF FALL 2025, 24.3% OF THE STUDENTS ARE THE FIRST IN THEIR FAMILY TO GO TO COLLEGE. 32.7% OF STUDENTS ARE LOW-INCOME AND 37.6% RECEIVED PELL GRANTS. SCHOLARSHIPS AND FELLOWSHIPS HELP EVERGREEN STUDENTS STAY IN SCHOOL, EARN DEGREES, AND MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. IN THE 2024-2025 ACADEMIC YEAR, 376 STUDENTS RECEIVED DONOR-FUNDED SCHOLARSHIPS AND 215 STUDENTS RECEIVED EMERGENCY AID TO ASSIST WITH EXPENSES FROM UNEXPECTED EMERGENCIES. 727119 706108 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 DEVELOPMENT 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. 1220523 1122094 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 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. 904592 777562 904592 777562 4126174 1 1 0 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 1 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 57 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 THE ORGANIZATION 3608676300 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 X CHRIS MEYERS GOVERNOR 1.00 X 0 0 0 ADAM SACHS CHAIR AUDIT COMMITTEE 1.00 X 0 0 0 DAVE KOHLER TREASURER / EX OFFICIO GOV 1.00 X X 0 0 0 BETSY DONNELLY PAST CHAIR 1.00 X X 0 0 0 BEN ANDERSON VICE CHAIR 1.00 X X 0 0 0 MADELEINE BEATTY-LAGERBERG CHAIR COMMITTEE ON GOVERNORS 1.00 X 0 0 0 QUENTIN KING CHAIR 1.00 X X 0 0 0 CHRISTY HOLZ CO-CHAIR FIN & INVMT COMMITTE 1.00 X 0 0 0 AMANDA SCOTT-THOMAS CHAIR DEVELOPMENT ALUMNI 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 DEXTER GORDON EX-OFFICO GOVERNOR 1.00 X 0 0 0 LESLIE OWEN SECRETARY/ CHAIR LEGISLATIVE COMMITTEE 1.00 X 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 CO-CHAIR FINANCE & INVESTMENT COMMITTEE 1.00 X 0 0 0 DOLLY ENGLAND GOVERNOR 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 KRISTINA ACKLEY FACULTY REPRESENTATIVE 1.00 X 0 0 0 MARC FERNANDES GOVERNOR 1.00 X 0 0 0 SUZANNE KLENK GOVERNOR 1.00 X 0 0 0 JANMARIE WARD GOVERNOR 1.00 X 0 0 0 MIGEUL PEREZ-GIBSON EX OFFICIO GOV TRUSTEE REP 1.00 X 0 0 0 0 0 0 0 0 0 0 0 306308 3255381 170742 3561689 921138 921138 44075 306308 134764 -90689 -90689 ADMINISTRATION FEES 611710 284367 284367 284367 4676505 284367 0 830449 2495764 2495764 1323940 1323940 60000 60000 18357 1443 4616 12298 11251 7209 2625 1417 67596 16488 34859 16249 23417 212 17193 6012 PURCHASED SERVICES 274499 117673 80293 76533 FOOD 184632 37074 76570 70988 IN-KIND SUPPLIES AND EQ 139709 13971 69855 55883 SUPPLIES 86879 30150 32527 24202 -102448 22250 10059 -134757 4583596 4126174 328597 128825 2948456 2909843 2062916 1582689 559349 609313 21504489 23580842 2840823 2841102 29916033 31523789 94979 124864 22455 9332 117434 134196 X 2845921 3185786 26952678 28203807 29798599 31389593 29916033 31523789 92909 1498085 0 X X 0 1 X 1 0 X 5863304 2299969 3012455 6437007 3637328 21250063 1119664 1175106 1206831 1467843 1540917 6510361 6982968 3475075 4219286 7904850 5178245 27760424 6084964 21675460 567452 594726 708292 843429 921138 3635037 150621 227641 251234 267382 284367 1181245 32576706 0.66540 0.76140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1154 1154 4582442 4583596 379180 94795 0 0 379180 379180 568770 1154 1154 94795 94795 142193 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 THROUGH COORDINATING VOLUNTEERS TO REACH OUT TO THEIR LEGISLATORS VIA EMAIL AND THROUGH A LOBBYING DAY. 22309166 774215 2169727 -1010244 24242864 19567816 1669273 2127169 -1055092 22309166 18808441 938190 991494 -1170309 19567816 19767412 625998 -1056135 528834 18808441 14808216 532560 5037817 611181 19767412 0.09400 0.57040 0.33560 0 0 0 UW CONSOLIDATED ENDOWMENT FUND 23580842 F 23580842 CERTIFICATE OF DEPOSIT 2830998 OPERATING RIGHT-OF-USE ASSETS 10104 2841102 OPERATING LEASE LIABILITY 9332 9332 7850271 1498085 1540917 134764 3173766 4676505 0 4676505 6259277 1540917 134764 1675681 4583596 0 4583596 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 134,764. ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 134,764. 1 0 0 0 0 0 0 0 0 0 CANADA SUPPORT NATIVE ARTS AND CULTURE 30000 CHECK 0 CANADA SUPPORT NATIVE ARTS AND CULTURE 30000 CHECK 0 2 0 0 0 0 0 0 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. ART OF GIVING 350383 306308 44075 10451 40367 83946 350383 306308 44075 10451 40367 83946 134764 -90689 1 BOARD OF REGENTS OF THE UNIVERSITY 21 N PARK ST SUITE 6301 MADISON WI 53715 396006492 40000 0 SUPPORT NATIVE ARTS AND CULTURE CHEMEKETA COMMUNITY COLLEGE PO BOX 14007 SALEM OR 97309 930585134 40000 0 SUPPORT NATIVE ARTS AND CULTURE EVERGREEN STATE COLLEGE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 910826533 2195764 0 PROVIDE SUPPORT TO THE COLLEGE MONTANA STATE UNIVERSITY PO BOX 173320 BOZEMAN MT 597170332 816001642 30000 0 SUPPORT NATIVE ARTS AND CULTURE UNIVERSITY OF ALASKA PO BOX 756540 FAIRBANKS AK 997756540 926000147 30000 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 OREGON PO BOX 3327 EUGENE OR 97403 464727800 30000 0 SUPPORT NATIVE ARTS AND CULTURE NORTHLAND COLLEGE 1411 ELLIS AVE ASHLAND WI 54806 390806428 40000 0 SUPPORT NATIVE ARTS AND CULTURE CSUB PHILANTHROPIC FOUNDATION 5500 UNIVERSITY PARKWAY AD104 SAN BERNARDINO CA 92407 452255077 40000 0 SUPPORT NATIVE ARTS AND CULTURE STUDENT SCHOLARSHIPS 375 1119607 HOUSE OF WELCOME 10 50000 EMERGENCY FUNDS FOR STUDENT 215 154333 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 8518 CAR ALLOWANCE ABBY KELSO EXECUTIVE DIRECTOR 7941 CAR ALLOWANCE X 3 2750 X SUPPLIES & EQUIPMENT 0 167992 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 2195764 FAIR MARKET VALUE EVERGREEN STATE COLLEGE N 178196 FAIR MARKET VALUE EVERGREEN STATE COLLEGE O 1502430 FAIR MARKET VALUE