2026-04-27T16:48:41-05:00 2025-06-30 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-07-01 933293868 WASHINGTON STATE OPPORTUNITY SCHOLARSHIP FOUNDATION WASH 2068008025 1414 31ST AVENUE SOUTH 302 SEATTLE WA 98144 KIMBER CONNORS EXECUTIVE DIRECTOR 2068008025 2026-04-27 1 0 MEGAN R RYAN P00737884 4254544919 2026-04-27 2024 2025-03-06 01:10:19Z X KIMBER CONNORS 1414 31ST AVENUE SOUTH 302 SEATTLE WA 98144 10848332 0 X WAOPPORTUNITYSCHOLARSHIP.ORG X 2023 WA TRANSFORM WASHINGTON STATE BY BUILDING PATHWAYS TO HIGH-DEMAND JOBS THAT STRENGTHEN OUR COMMUNITIES AND ECONOMY. 4 4 35 950 0 0 7676581 0 846870 -79721 8443730 12225956 0 3569115 0 789407 1054574 16849645 -8405915 101804 121816675 116667 445163 -14863 121371512 X TRANSFORM WASHINGTON STATE BY BUILDING PATHWAYS TO HIGH-DEMAND JOBS THAT STRENGTHEN OUR COMMUNITIES AND ECONOMY. 1 0 14368966 12225956 WASHINGTON STATE OPPORTUNITY SCHOLARSHIP FOUNDATION (FOUNDATION) BEGAN OPERATIONS IN 2024 TO SERVE AS THE PROGRAM ADMINISTRATOR FOR THE WASHINGTON STATE OPPORTUNITY SCHOLARSHIP PROGRAM (PROGRAM) BY PROVIDING FINANCE, TECHNOLOGY, AND HUMAN RESOURCE SERVICES. THE WSOS PROGRAM IS THE FIRST PUBLIC-PRIVATE SCHOLARSHIP PROGRAM DEDICATED TO BUILDING LASTING PATHWAYS TO POST-SECONDARY EDUCATION AND HIGH-DEMAND HEALTH CARE, STEM, AND TRADE CAREERS FOR ALL WASHINGTON STUDENTS. WE ACCELERATE EQUITABLE CHANGE FOR HISTORICALLY EXCLUDED STUDENTS AND INCREASE THE LOCAL TALENT POOL FOR WASHINGTON BUSINESSES. SEE SCHEDULE O.IN THE ACADEMIC YEAR 24-25, WE SERVED OVER 5,600 SCHOLARSHIPS STATEWIDE INCLUDING SCHOLAR REPRESENTATION ACROSS EVERY LEGISLATIVE DISTRICT AND COUNTY IN THE STATE. TO DATE, THE WSOS PROGRAM HAS OVER 12,500 GRADUATES WORKING IN HIGH-DEMAND FIELDS LIKE HEALTHCARE, ENGINEERING, AND TRADES. 14368966 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 133 0 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X MELISSA LINDGREN O'KEEFE 2068008025 1414 31ST AVENUE SOUTH SUITE 302 SEATTLE WA 98144 JESSICA PEET BOARD PRESIDENT 1.00 X X 0 0 0 JOLENTA COLEMAN-BUSH SECRETARY 1.00 X X 0 0 0 JAVANIA POLENSKA BOARD MEMBER 1.00 X 0 0 0 GINA BREUKELMAN BOARD MEMBER 1.00 X 0 0 0 KIMBER CONNORS EXECUTIVE DIRECTOR, WSOSF 40.00 X 66061 0 7309 JOHNATHAN LUSTER INTERIM EXECUTIVE DIRECTOR, WSOS 40.00 X 63738 0 5257 GARRY HOFFMAN FINANCE DIRECTOR 40.00 X 21515 0 2075 JEANETTE MUNOZ-COLON EXECUTIVE DIRECTOR, WSOS FROM 06/25 40.00 X 0 0 0 MELISSA LINDGREN O'KEEFE COMPTROLLER FROM 05/25 40.00 X 0 0 0 151314 0 14641 0 0 0 0 0 287500 6180438 1208643 7676581 104109 104109 3029383 2286622 742761 742761 742761 37500 287500 117980 -80480 -80480 REFUNDS 900099 759 759 759 8443730 0 0 767149 111900 111900 12114056 12114056 449287 236039 132581 80667 2415998 1258935 726817 430246 84391 46141 22481 15769 388825 225196 86668 76961 230614 126013 61536 43065 28029 9195 16831 2003 82200 12726 66701 2773 39999 13122 24018 2859 28606 28606 295043 72074 200194 22775 76299 26574 25660 24065 92045 31494 32030 28521 216035 53231 127611 35193 34802 11897 12132 10773 5203 5203 18546 3660 11572 3314 65138 4387 56778 3973 DUES & SUBSCRIPTIONS 29071 2851 23638 2582 RECRUITMENT 20000 1961 16263 1776 B&O TAX 11111 1090 9034 987 DONOR APPRECIATION 7445 730 6054 661 5002 491 4067 444 16849645 14368966 1691272 789407 68269 3812524 0 1794848 0 11743577 0 375847 23245 164794 131294 84059 10290 47235 0 103837319 0 40531 101804 121816675 116667 402987 0 42176 116667 445163 X -14863 103013 0 121268499 -14863 121371512 101804 121816675 X -8405915 5964043 123828247 X 0 1 X 1 0 X 7676581 7676581 7676581 7676581 356120 7320461 104109 104109 759 759 7781449 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS - 2024 AMOUNT: $ 759. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 40561 0 0 40561 0 PART II-B, LINE 1: LINE 1B - EXTERNAL AFFAIRS DIRECTOR SPENDS 20% OF THEIR TIME ADVANCING OUR STATE LEGISLATION PRIORITIES AS IT RELATES TO OUR STATE STATUTE. LINE 1G - PAID CONSULTANT TO LOBBY ON OUR BEHALF TO ADVANCE THE ORGANIZATION'S INTERESTS AS IT RELATES TO THEIR STATE STATUTE. 131294 84059 47235 47235 OPERATING LEASE LIABILITY 38372 FINANCING LEASE LIABILITY 3804 42176 8026651 5964043 -6470496 -506453 8533104 28606 -117980 -89374 8443730 16939019 117980 117980 16821039 28606 28606 16849645 PART XI, LINE 2D - OTHER ADJUSTMENTS: REFUND OF PRIOR PROGRAM ADMINISTRATION GRANT 39,162. WRITE-OFF OF PRIOR YEAR PLEDGE REPORTED ON PART XI -6,222,995. ACCRETION OF PLEDGE RECEIVABLE DISCOUNT REPORTED ON PART XI -286,663. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE REPORTED ON PART VIII -117,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE REPORTED ON PART VIII 117,980. O-TALKS LUNCHEON 325000 287500 37500 21686 37500 57013 1781 325000 287500 37500 21686 37500 57013 1781 117980 -80480 1 ASTRIA TOPPENISH HOSPITAL 1016 TACOMA AVE SUNNYSIDE WA 98944 814670687 501(C)(3) 5400 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. CONFLUENCE HEALTH 1201 S MILLER ST WENATCHEE WA 98801 910171250 501(C)(3) 19200 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. DISCOVER RECOVERY 800 WASHINGTON AVE N LONG BEACH WA 98631 824061816 5400 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. FRANCISCAN MEDICAL CLINIC - SPANAWAY 1145 BROADWAY SUITE 1200 TACOMA WA 98402 911939739 501(C)(3) 6600 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. KAISER PERMANENTE 601 UNION ST SUITE 3100 SEATTLE WA 981011374 910511770 501(C)(3) 7200 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. MINDSET TACOMA LLC 950 PACIFIC AVE SUITE 525 TACOMA WA 98402 934751974 5400 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. NACHES MEDICAL CLINIC 102 E 2ND ST NACHES WA 989379743 571140982 501(C)(3) 7200 0 FINANCIAL INCENTIVE FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS NORTHWEST MIND AND BODY PLLC PO BOX 48747 SPOKANE WA 99228 932561748 5400 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. OASIS BEHAVIORAL HEALTH 75604 EAST REATA RD KENNEWICK WA 99338 884104932 5400 0 FINANCIAL INCENTIVE FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS TRUE HOPE PSYCHIATRIC SERVICES LLC 20125 34TH ST EVERETT WA 98201 271489882 12600 0 SUPPORT FOR MENTORING AND SUPERVISING NURSING STUDENTS DURING CLINICAL ROTATIONS. 5 5 SCHOLARSHIPS 5175 11748435 COST FUNDS DISTRIBUTED DIRECTLY TO EDUCATIONAL INSTITUTIONS ON BEHALF OF STUDENTS STIPENDS 146 365621 PART I, LINE 2: THE ORGANIZATION MAINTAINS WRITTEN POLICIES AND PROCEDURES GOVERNING GRANTEE RECORDS RETENTION, ELIGIBILITY DETERMINATION, AND SELECTION PROCESSES ACROSS ALL FORMS OF ASSISTANCE, INCLUDING SCHOLARSHIPS, STIPENDS, AND GRANTS TO HEALTHCARE PROVIDERS. GRANTEE RECORDS ARE MAINTAINED IN ACCORDANCE WITH APPLICABLE LEGAL AND REGULATORY REQUIREMENTS AND INCLUDE DOCUMENTATION SUPPORTING ELIGIBILITY, APPLICATION REVIEW, APPROVAL, AND PAYMENT. ELIGIBILITY CRITERIA AND SELECTION PROCESSES VARY BY PROGRAM BUT ARE BASED ON OBJECTIVE, PREESTABLISHED GUIDELINES ALIGNED WITH PROGRAM PURPOSE. APPLICATIONS ARE REVIEWED BY STAFF USING DOCUMENTED CRITERIA, WITH APPROPRIATE OVERSIGHT TO ENSURE CONSISTENCY, FAIRNESS, AND COMPLIANCE. FORM 990, PART I, LINE 6: THE ORGANIZATION KEEPS DETAILED RECORDS OF VOLUNTEERS WHO SERVE AS MENTORS AND ESSAY REVIEWERS. THE ORGANIZATION TRACKS BOTH UNIQUE VOLUNTEER COUNT AND TOTAL NUMBER OF VOLUNTEER OPPORTUNITIES COMPLETED FOR THE YEAR SINCE SOME PEOPLE COMPLETE MULTIPLE OPPORTUNITIES. THE APPROXIMATE NUMBER OF HOURS SERVED IS 6,300. VOLUNTEER MENTORS MEET WITH SCHOLARS DIRECTLY TO PROVIDE GUIDANCE ON THEIR CAREER PATH, INCLUDING FEEDBACK ON RESUMES, PREP FOR INTERVIEWS, AND HELP WITH NETWORKING. VOLUNTEER ESSAY REVIEWERS HELP SCORE ESSAYS FROM SCHOLARSHIP APPLICANTS BASED ON TRAINING AND A RUBRIC PROVIDED BY WSOS STAFF. VOLUNTEERS WHO SUPPORT OUR CAREER DEVELOPMENT PROGRAMMING TYPICALLY SERVE AS CAREER PANELISTS AND/OR GIVE A TOUR OF THEIR COMPANY AND SHARE INFORMATION ABOUT APPLYING FOR INTERNSHIPS AND EARLY CAREER OPPORTUNITIES. FORM 990, PART III, LINE 2 AS OF SEPTEMBER 1, 2024, THE FOUNDATION BECAME THE ADMINISTRATOR OF THE WASHINGTON STATE OPPORTUNITY SCHOLARSHIP PROGRAM. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF WASHINGTON STATE OPPORTUNITY SCHOLARSHIP SHALL MAKE AN INITIAL APPOINTMENT OF DIRECTORS AND WILL CONTINUE TO APPOINT REPLACEMENT DIRECTORS UPON EXPIRATION OF THE TERMS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WILL SHARE THE 990 WITH THE GOVERNING BOARD. THE GOVERNING BOARD WILL REVIEW THE 990 AND THE REPORTED NUMBERS. THE WSOSF BOARD PRESIDENT WILL REVIEW AND PROVIDE APPROVAL PRIOR TO THE FORM 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY INDIVIDUAL ACTING AS A DIRECTOR, OFFICER, CONSULTANT, AGENT OR EMPLOYEE OF A SUPPLIER, CUSTOMER, COMPETITOR OR OTHER BUSINESS ENTITY THAT ENGAGES IN BUSINESS WITH WSOS. DETERMINATIONS OF CONFLICT ARE MADE BY SUPERVISORS AND HR. HR AND MANAGEMENT REVIEW AND DOCUMENT CONFLICTS OF INTEREST AND EMPLOYEES WILL NOT BE PART OF THE DECISION-MAKING PROCESS FOR ACTIONS WHERE A CONFLICT OF INTEREST IS DEEMED TO EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE WSOSF BOARD OF DIRECTORS HOLD AUTHORITY OVER STAFF COMPENSATION INCLUDING THE ED AND THE DIRECTOR OF FINANCE AS PART OF THE ANNUAL OPERATING BUDGET. A MARKET STUDY OF COMPENSATIONS ALIGNED WITH CURRENT JOB DESCRIPTIONS IS CONDUCTED IN THE SPRING OF ODD YEARS WITH ADJUSTMENTS OCCURRING IN THE NEW FISCAL YEAR AFTER BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE ON THE WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER OF THE WSOS PROGRAM 130,298,743. REFUND OF PRIOR YEAR PROGRAM ADMINISTRATION GRANT 39,162. WRITE-OFF OF PRIOR YEAR PLEDGE -6,222,995. ACCRETION OF PLEDGE RECEIVABLE DISCOUNT ADJUSTMENT -286,663.