2025-12-19T12:09:34-06:00 2025-06-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2024-07-01 910756462 THE EVERGREEN SCHOOL EVER 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 WILLIAM HALSEY BELL HEAD OF SCHOOL 2069571526 2025-12-17 1 1 ERIC L KIMPTON P01970440 2067821767 2024 2025-03-06 01:10:19Z X WILLIAM HALSEY BELL 15201 MERIDIAN AVE N SHORELINE WA 98133 37864555 0 X WWW.EVERGREENSCHOOL.ORG X 1963 WA WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 25 25 243 150 0 0 1890728 10595838 19876264 21863452 1254018 74807 89086 126990 23110096 32661087 1497535 2024523 0 0 13499421 14467916 0 242700 775132 5115912 5814834 20112868 22549973 2997228 10111114 60249824 106942603 5883700 40262199 54366124 66680404 WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD. 0 0 15502018 1975721 20280688 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 508 STUDENTS FROM PRESCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2024/2025 SCHOOL YEAR. 1668837 48802 1678772 THE EMPHASIS OF THE EVERGREEN SCHOOL'S SUMMER PROGRAM, EXTENDED CARE, AFTER SCHOOL CLASSES AND SEEDLINGS PROGRAMS 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. 17170855 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 1 243 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X DUNCAN LINN 2069571526 15201 MERIDIAN AVE N SHORELINE WA 98133 ELISE KELLEY CHAIR 10.00 X X 0 0 0 HARLYN SUSARLA VICE CHAIR 6.00 X X 0 0 0 ZANA BUGAIGHIS SECRETARY 4.00 X X 0 0 0 JASON WEINSTEIN TREASURER 4.00 X X 0 0 0 CAREY ARMSTRONG TRUSTEE 2.00 X 0 0 0 CATHERINE BOOMS TRUSTEE 2.00 X 0 0 0 AMY BAUTISTA TRUSTEE 2.00 X 0 0 0 DAVID BOWERMASTER TRUSTEE 2.00 X 0 0 0 KAREEM BRANTLEY TRUSTEE 2.00 X 0 0 0 MARC BRIDGE TRUSTEE 2.00 X 0 0 0 TERE CARRAL TRUSTEE 2.00 X 0 0 0 NICK ECHELBARGER TRUSTEE 2.00 X 0 0 0 COURTNEY FULLER TRUSTEE 2.00 X 0 0 0 HYEOK KIM TRUSTEE 2.00 X 0 0 0 MAX KLEINMAN TRUSTEE 2.00 X 0 0 0 MEG LAGONI TRUSTEE 2.00 X 0 0 0 HAVEN LEY TRUSTEE 2.00 X 0 0 0 RAED MALHAS TRUSTEE 2.00 X 0 0 0 MIKE MCGILL TRUSTEE 2.00 X 0 0 0 NICK PARKER TRUSTEE 2.00 X 0 0 0 JEFF RAKOW TRUSTEE 2.00 X 0 0 0 ARI STEINBERG TRUSTEE 2.00 X 0 0 0 VIDYA VASU-DEVAN TRUSTEE 2.00 X 0 0 0 CHRIS WATSON TRUSTEE 2.00 X 0 0 0 VONNIE WU TRUSTEE 2.00 X 0 0 0 WILLIAM HALSEY BELL HEAD OF SCHOOL 50.00 X 410626 0 36239 DUNCAN LINN CFO 40.00 X 189216 0 21611 LONG PHAN ASSOCIATE HEAD OF SCHOOL 40.00 X 193477 0 23424 CATHERINE GORRISSEN DIRECTOR OF ADVANCEMENT 40.00 X 170394 0 21795 MICHELLE HARRISON PRIMARY DIVISION HEAD 40.00 X 145290 0 20072 JOHN MCLEAN DIRECTOR OF ADMISSION 40.00 X 138999 0 19995 JOHN ZAPATA UPPER DIVISION HEAD 40.00 X 157620 0 11608 1405622 0 154744 33 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FL NEW YORK NY 10022 CAMPAIGN FUNDRAISING SERVICE 414422 1 188269 10407569 3487905 10595838 TUITION 611600 19958257 19958257 SUMMER & AFTER SCHOOL 611600 1678772 1678772 TRANSPORTATION 611600 154470 154470 FORFEITED RESERVATION DEPOSITS 611600 44625 44625 APPLICATION FEES 611600 27328 27328 21863452 1690947 1690947 96008 0 96008 96008 96008 3407748 285 3277458 1746715 130290 -1746430 -1616140 -1616140 179295 188269 179295 0 MISCELLANEOUS REVENUE 900099 30982 30982 30982 32661087 21959460 0 105789 2024523 2024523 695589 528648 146073 20868 10826399 8284929 2216679 324791 601302 460148 123115 18039 1451730 1110940 297238 43552 892896 683291 182818 26787 15126 3750 10652 724 45765 11345 32228 2192 242700 242700 47887 47887 908069 285295 622774 216384 33733 166909 15742 389640 60742 300551 28347 918009 844568 64261 9180 514381 473230 36007 5144 1068228 982770 74776 10682 177556 163351 12429 1776 SCHOOL SUPPLIES & FIELD 1054067 1054067 MISCELLANEOUS 202757 31608 156398 14751 PROFESSIONAL DEVELOPMEN 169441 120272 45679 3490 BANK FEES 87524 13645 67512 6367 22549973 17170855 4603986 775132 2987925 847169 4290341 28411732 277729 3947906 87117 161018 110292 158658 39368353 12637801 24908054 26730552 25905094 44533008 1658114 1555471 25158 597089 60249824 106942603 1516536 2722496 1827164 2527902 2540000 35011801 5883700 40262199 X 33732021 34982921 20634103 31697483 54366124 66680404 60249824 106942603 X 10111114 2203757 -591 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23098808 128604 5388000 2017165 26598247 23567473 105464 2425871 3000000 23098808 22291209 91448 1981202 796386 23567473 25384585 115089 -2209793 998672 22291209 19451252 176205 5757128 25384585 0.17690 0.52510 0.29800 0 0 3666100 3666100 28746792 11068391 17678401 2083289 1569410 513879 4872172 4872172 26730552 32792434 2203757 2203757 30588677 47887 2024523 2072410 32661087 20478154 591 591 20477563 47887 2024523 2072410 22549973 PART V, LINE 4: THE EARNINGS FROM ENDOWMENT FUNDS SUPPORT UNDESIGNATED PROFESSIONAL DEVELOPMENT, STEWARDSHIP OF CAMPUS ASSETS, OUTREACH AND ENRICHMENT, AND FINANCIAL AID PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO PAGE 10, PART IX, LINE 2: 2,024,523. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT TO PAGE 12, PART XI, LINE 9: 591. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO PAGE 10, PART IX, LINE 2: 2,024,523. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 EVERGREEN SCHOOL IS A MEMBER OF THE NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS). NWAIS PLACES AN ADVERTISEMENT IN LOCAL NEWSPAPERS PUBLICIZING THE NON-DISCRIMINATORY POLICY. X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 600 STEWART STREET SUITE 1503 SEATTLE WA 98101 CAMPAIGN FUNDRAISING SERVICE 0 9295464 242700 9052764 9295464 242700 9052764 WA SPRING BENEFIT 367564 188269 179295 1080 53748 73114 27025 24328 367564 188269 179295 1080 53748 73114 27025 24328 179295 0 1 FINANCIAL AID 71 0 1885980 BOOK TUITION REDUCTION FAST - NOT TUITION 22 0 69429 BOOK FINANCIAL GRANT AUXILIARY PROGRAM DISCOUNTS 71 0 40440 BOOK DISCOUNTS ON AUXILIARY PROGRAM PRICES ADDITIONAL FINANCIAL AID 71 0 20312 BOOK FINANCIAL GRANT SPORTS FINANCIAL AID 7 0 8362 BOOK FINANCIAL GRANT PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS THE APPLICATION FORMS AND AWARDS AID, AND SCHOLARSHIPS BASED UPON THE BOARD APPROVED FINANCIAL AID POLICY. X X X X 0 0 0 0 0 0 0 0 0 WILLIAM HALSEY BELL HEAD OF SCHOOL 375626 0 35000 0 0 0 26345 0 9894 0 446865 0 0 0 LONG PHAN ASSOCIATE HEAD OF SCHOOL 193477 0 0 0 0 0 13523 0 9901 0 216901 0 0 0 DUNCAN LINN CFO 189216 0 0 0 0 0 13760 0 7851 0 210827 0 0 0 CATHERINE GORRISSEN DIRECTOR OF ADVANCEMENT 170394 0 0 0 0 0 11920 0 9875 0 192189 0 0 0 JOHN ZAPATA UPPER DIVISION HEAD 157620 0 0 0 0 0 11085 0 523 0 169228 0 0 0 MICHELLE HARRISON PRIMARY DIVISION HEAD 145290 0 0 0 0 0 10159 0 9913 0 165362 0 0 0 JOHN MCLEAN DIRECTOR OF ADMISSION 138999 0 0 0 0 0 10080 0 9915 0 158994 0 0 0 A WASHINGTON STATE HOUSING FINANCE CO 911874730 93978LHN9 2025-03-13 2095000 EARLY CHILDHOOD EDUCATION CENTER CONSTRUCTION 0 0 0 B WASHINGTON STATE HOUSING FINANCE CO 911874730 93978LHS8 2025-03-13 2095000 EARLY CHILDHOOD EDUCATION CENTER CONSTRUCTION 0 0 0 C WASHINGTON STATE HOUSING FINANCE CO 911874730 93978LHV1 2025-03-13 1875000 EARLY CHILDHOOD EDUCATION CENTER CONSTRUCTION 0 0 0 D WASHINGTON STATE HOUSING FINANCE CO 911874730 93978LHW9 2025-03-13 3815000 EARLY CHILDHOOD EDUCATION CENTER CONSTRUCTION 0 0 0 A 2095000 1993855 4704 36800 101145 0 0 1 1 B 2095000 1993855 4704 36800 101145 0 0 1 1 C 1875000 1784477 4210 32936 90523 0 0 1 1 D 3815000 3630815 8565 67013 184185 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 A WASHINGTON STATE HOUSING FINANCE CO 911874730 93978LHX7 2025-03-13 25885000 EARLY CHILDHOOD EDUCATION CENTER CONSTRUCTION 0 0 0 A 25885000 24635296 58117 454689 1249704 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 A 0 0 0 0 0 0 0 0 0 A 1 33100 FINANCIAL AID TUITION REDUCTION X 15 3407748 FMV DONATION DATE X 5 80157 FMV DONATION DATE 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) IS REPORTED IN NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 ARTICLES WERE AMENDED IN 2020 TO CHANGE THE ORGANIZATION'S NAME TO "THE EVERGREEN SCHOOL" FROM "EVERGREEN SCHOOL." A COPY OF THE AMENDED ARTICLES OF INCORPORATION AND PROOF OF FILING WITH WASHINGTON STATE HAVE BEEN ATTACHED TO THIS FORM 990. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 DRAFT IS REVIEWED BY THE EVERGREEN SCHOOL CONTROLLER, THE CFO, AND AN INDEPENDENT CPA FIRM, AND THE SECOND DRAFT IS REVIEWED BY THE FINANCE COMMITTEE CHAIR. FOLLOWING THE REVIEW PROCESS, THE HEAD OF SCHOOL SIGNS THE FINAL FORM 990. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS DISTRIBUTED TO THE EVERGREEN SCHOOL BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. 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 CFO REVIEWS THE SURVEYS TO DETERMINE IF THERE ARE ANY POSSIBLE CONFLICTS. ANY CONFLICTS FOUND WOULD BE DISCLOSED TO THE HEAD OF SCHOOL AND THE CHAIR OF THE BOARD WHO WOULD EVALUATE IT. 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. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS THE HEAD OF SCHOOL'S COMPENSATION ANNUALLY USING NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS (NWAIS), 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 2024. 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 XI, LINE 9: BAD DEBT: -591.