Everett Public Schools Foundation Nonprofit Org. US Postage ANNUAL REPORT PAID Everett WA Return Service Requested Permit No 133
MARK YOUR CALENDAR 4
Annual Benefit Breakfast ...... March 8, 2017 Classroom Grant Celebration Event ...... May 1, 2017 Stuff the Bus for Kids! ...... August 11, 12, 13, 2017
Leave a Legacy for Everett Public Schools ANNUAL REPORT 5 INVEST IN OPPORTUNITY
LEAVE A LEGACY FOR the future, will be named as members of the Legacy Society and will be acknowledged on a donor wall in the EVERETT PUBLIC SCHOOLS district offices.
The Legacy Fund for Everett Public Schools Foundation has been Who can donate to this fund? Anyone can donate! formed and is accepting donations or planned gifts. Your gift Staff, alumni, parents, and interested community members today will make a lasting promise to future generations of are examples. Everett School District students. The Everett Public Schools Foundation provides targeted and timely assistance through Is my gift tax deductible? Yes. The Everett Public Schools many programs focused on student achievement. Our goal Foundation is a registered 501 (c) (3) non-profit organization. is to create a lasting and impactful endowment to support Tax ID # 91-1329342. All funds are invested and managed our students. by Washington Trust Bank.
In addition, pledges are accepted in the form of bequests to How can I donate? Please contact Kristie Dutton at the Foundation. Donor gifts of $10,000 or more today, or in 425-385-4693 for more details or visit www.epsfoundation.org. ANNUAL REPORT FISCAL YEAR 2015—2016
Foundation donors inspire innovation, excellence and achievement for all learners in the Everett Public Schools. In Honor of:
Christine Hansen - Choir and Paula Antonevich - Drama Depts at EHS National Principals’ week Board of Directors Shannon Erickson Officers Jean Sarcletti BUILDING BLOCKS Thank you for your support as we con- Dr. Sue Dedrick tinue to work together to find ways to Everett School PresidentBoard Bob Sotak https://www.facebook.com/?ref=logo#UW Bothell FOR FUTURE SUCCESS! impact learning for this and so many more https://www.teacherspayteachers.com/Product/Alphabet-clipart-letter-blocks-clip-art-wooden-blocks-alphabet-abc-teacher-978731?aref=flq36i1mHolly Oakley programs that improve the academic Treasurer/1st VP lives of all learners in the Everett Public Wells Fargo Bank Rich White The State of Washington now funds full- Schools. For more information on all of the 2nd VP day kindergarten programs state-wide. programs we provide, please visit www. The Boeing Company What does that mean for kiddos with no epsfoundation.org. Michelle Nims Secretary preschool experience or limited English Community Representative language ability? Stressors may include Thank you for making this difference Dr. Traci Mitchell the myriad of transitions, expectations with us, Immediate Past President Novartis Pharmaceuticals Corp and learning challenges that new students Larry Fleckenstein (and their parents) face. Together, in part- District Liaison nership with the district’s early learning Everett Public Schools department, the Foundation found a way Emeritus to help support a new early learning intro-
Dan Gunderson duction program designed to help ease Windermere Real Estate this stress and help to foster a successful The Everett Public Schools start to school. Foundation supports education Directors at every step from early Jeff Brennan Everett Ready, a two-week intensive stu- childhood enrichment to Community Representative dent and parent program, was launched college bound scholarships. Anastasia Garcia Molina Healthcare of WA this August with full funding by the EPS Bryan Hendrickson Foundation*. Targeted at entering kinder- Waddell & Reed gartners with no preschool experience Stefani Koetje Eisenhower Middle School and/or limited English fluency, this two- Elaine Larson week program welcomed these students Opportunity Council/ and parents to their home schools. Child Care Aware of Northwest Learning classroom and school skills, Claudia McClain McClain Insurance Services socialization and language introduction, Shaun Monaghan helped students and parents launch H.M. Jackson High School strong connections and building blocks Kristy Mothersbaugh for academic success. Community Representative Elizabeth Nunes Silver Lake Elementary Our goal next summer is to increase pro- John Olson gram support from two schools to four, Everett Community College effectively doubling our financial com- Marcella Fleming Reed mitment. Based on the positive feedback MRF Law Group PLLC from staff and parents, this is an important Bob Reese Volunteers of America program to grow. We know that school Tim Reeves budgets are stretched; that is where the Everett Police Department Foundation can step in to provide support Dr. Molly Ringo beyond what federal, state and local Everett Public Schools dollars can provide for. Eileen Simmons Everett Public Library Craig Sunderland *Special thanks to our grant partners: EverTrust Foundation, Community Representative Community Foundation of Snohomish County and the Louise Uriu Tulalip Tribes Charitable Fund. Community Representative Ted Wenta YMCA of Snohomish County
Staff Kristie Dutton The Report is published by the EPSF as part of our mission to build Everett Public Schools Foundation Executive Director community support and invest resources to inspire innovation, Box 3112 Everett WA 98213-1112 Kathy McKenzie excellence and achievement for all learners in the Everett Public 425-385-4693 • Fax 425-385-4696 Operations Manager Schools. EPSF is a 501 (c)(3) non-profit organization. Kristie Dutton, Executive Director • Kathy McKenzie, Operations Manager Kirsten Hansen Tax ID# 91-1329342 Kirsten Hansen, Development Manager Development Manager In Honor of:
Christine Hansen - Choir and Paula Antonevich - Drama Depts at EHS National Principals’ week Shannon Erickson Jean Sarcletti ADDING UP 2015 — 2016 Everett School Board Bob Sotak https://www.facebook.com/?ref=logo# https://www.teacherspayteachers.com/Product/Alphabet-clipart-letter-blocks-clip-art-wooden-blocks-alphabet-abc-teacher-978731?aref=flq36i1m 19,957 7,822 or 39.1% 2,509 or 12.6% OVER 82 STUDENTS ATTEND STUDENTS QUALIFY FOR FREE STUDENTS QUALIFY FOR LANGUAGES ARE EVERETT PUBLIC SCHOOLS OR REDUCED LUNCH BILINGUAL EDUCATION SPOKEN IN THE SCHOOLS
INCOME BY CATEGORY EXPENSES BY CATEGORY
TOTAL INCOME FROM ALL SOURCES FISCAL YEAR 2015 — 2016 IN FISCAL YEAR 2015 — 2016 $545,508 $494,683
Investment Income 9% Fundraising Fundraising Fundraising 27% Program Income 43% & Donor Advised Program Expense Administra.on 31% & Donor Advised Administration 64% 9% Program Expense & Donor Program Advised Grants 8% Administration 9%
Fundraising Administra.on
Program Grants STATEMENT OF FINANCIALProgram POSITION Income & Donor Advised PROGRAM GRANT DISTRIBUTION
Investment Income AUGUST 31, 2016 TOTAL PROGRAM GRANTS 2015 — 2016 Cash & Cash Equivalents $52,014.00 $294,158 Operating Reserve $37,958.00 EPSF Legacy Endowment $261,455.00 Restricted Funds $98,420.00 STEM Support 4% Scholarship Endowments $833,615.00 College Scholarships 21% Other $1,943.00 Summer School/Student Success 15% Total Assets $1,285,405.00 Early Learning 21%
Classroom and Teacher Grants 17% Total Liabilities $3,672.00 College Prep 10% Total Net Assets $1,281,733.00 Donor Designated 10% Total Liabilities Community Engagement 2% & Net Assets $1,285,405.00 CORPORATE ORGANIZATIONS AND FOUNDATIONS September 1, 2015 – August 31, 2016 stewardship WE EARN AND SUSTAIN THE PUBLIC TRUST AND HOLD OURSELVES ACCOUNTABLE FOR OUR LONG TERM VIABILITY.
$30,000 + Dykeman $500 to $749 Howarth Trust Fund Everett Association of Paraeducators Anderson Hunter Law Firm Everett Community College Foundation ATS Automation Inspirus Credit Union AXA Advisors K & H Integrated Print Solutions (+In-Kind) $20,000 + Banner Bank Microsoft Boeing Beresford Perkins Coie, LLP Bogard Engineers Rick Melton Real Estate Everett AquaSox Rotary Club of Everett EBJ Proliance Surgeons
$10,000 + Shockey Planning Group, Inc. Moss Adams LLP The Hazel Fund WSU North Puget Sound at Everett NAC Architecture Wells Fargo Foundation Washington Trust Bank Pignataro Volkswagon Inc. Windermere Foundation Reid Middleton Witt Company/KDSA Rodland Motor Company $5,000 + Sonitrol Pacific Everett Education Association Stoel Rives EverTrust Foundation $750 to $1,249 Hargis Engineers, Inc Lakeside Endodontics Up to $499 $2,500 + Mercer Associated Earth Sciences Brent Planning Solutions MicroK12 Coughlin Porter Lundeen The Everett Clinic Foundation NW Plus Credit Union K & L Gates LLP McClain Insurance Services Puget Sound Kidney Centers Kid’s Computer Academy Foundation Mill Creek Rotary Foundation KRKO Molina Healthcare of Washington Lighthouse Elementary Co-Op NAACP Pacific Copy $1,250 to $2,499 Pemco AWA Electrical Consultants, Inc Perteet Engineering BECU Stoel Rives LLP Botesch, Nash & Hall Architects Coastal Community Bank D.A. Davidson & Co. Durham School Services Dwayne Lane’s Auto Family partnership WE CULTIVATE MUTUALLY BENEFICIAL COLLABORATIVE RELATIONSHIPS. INDIVIDUAL AND FAMILY DONATIONS September 1, 2015 – August 31, 2016
Dana Riley Black Don & Jean Sarcletti Dr. Molly Ringo & Brad Wiens Amy Seiber Jana & Steve Sanchez Jocelyn Sievers-Bailey Hedy & Gene Schlaht Jeanne Smart Beth & Tim Shipe Connie Sperry Mary & Ray Sievers Monica Steiner Eileen Simmons & Roger Berger Carol Stolz Phil & Karen Smith Curtis Takahashi Gretchen & Todd Stiger David & Sharon Trageser Craig & Nancy Sunderland Louise Uriu Kim & Patrick Walker Deborah Wade Mike Weatherbie Beverly Wellen Tony Wentworth Jeanne Willard Rich & Brenda White Gina Zeutenhorst Ginny & Jeff Woodhouse Kim Woodrum Alisa & Mark Yee Up to $249 Erin Acheson $250 to $499 Robert Aguilar Marci Ameluxen Virginia Alonzo & David Carpenter Margaret Ames Steve & Susan Atkins Brian & Camela Anderson Annette Barca Sandra Anderson Constance Barnes Chris Anderson Matt Bennett David Anderson Carmen Boggs Kari Anderson Randy Bolerjack Eileen Anderson Emma’s Angels Emma Yule Society Chuck & Sheila Booth Kathryn Anderson Edward Bower Alissa Andersson $1,500 to $9,999 $500 to $999 Julie Bowers Jim & Diana Arango Jo Anne Buiteweg & Bill Case Marian Arment Carla & Steve Clark Raj Arugunta Carol Andrews & Jim Hopkins Amy & Bill Burton Sue Dedrick Linda Auchterlonie Luann & Lauriston Baker Veronica Camez Kristie & Mike Dutton John Aultman Heather & Danen Barnhart Terry & Mark Campbell Dr. Sally Lancaster Scott Bader Robert Bayersdorfer Kendra & Brett Carlton Claudia & Pat McClain Gary & Darcy Baker David & Janelle Beyer Vikram Chalana Shaun & Stephanie Monaghan Deirdre & Christy Hermann-Ballein Marge Bissell Brian Cherniak Patty & Greg Pote Shelley Barbano Brenda Black Sharon Clay Marcella & Bill Reed Jaci Barbano Ken & Donna Bosman Megan De Vries Bob & Shari Reese Monique Beane Jeff & Deborah Brennan Terrie DeBolt Linda & Reid Shockey Brett & Robin Bence Dr. Tony Byrd John & Julie Dickson Dr. Joyce Stewart Leeanne Bennett Dr. Betty & Zebedee Cobbs Michael & Marilyn Donohew Mary Waggoner Heather Bennett Drs. Gary & Sue Cohn Wes & June Erdahl Christine Benson Jennifer Collins Jennifer Fifield Katherine Benusa Sue & Tom Cooper Ruth Floyd Callie Berg Emma’s Circle Rick Cooper & Robin Hilton Cindy Foster Nancy Bertholet Melanie Curtice Derek Glynn $1,000 to $1,499 Sharon Harriss Christa Bicket Sonja Delafosse Mary Binkley Becky & David Ballbach Vida & Tom Delanty Rita Husby David James & Judy Pascale Aimee Bisterfeldt Lynn Evans & Al Richardson Bob Dickson Abigail Caitlin Blakesley Brenda & Mark Fuglevand Bill & Beverly Dobler Matthew & Victoria Johnson Patricia Jones Bob Bolerjack Falicia Green Jennifer Farmer Sharleen Bonnville Dan & Ash Gunderson Larry & Greta Fleckenstein Wayne Kettler Lauren Kleinschmidt Brianne Borseth Dr. Gerard Holzman Jenny Forbes Bruce Bosman Laura & Lee Johnson Dr. Chad Golden Tammy Klemetsen Heather Lechner Evelyn Botesch Drs. David & Cynthia Jones Patricia Hall Criss Bowsher Rebecca Kitzman Barbara Hauschel Lynda Lee-Shaw Monte and Carole Marti Scott Boyer Chris & Holly Knapp Bryan & Anne Hendrickson Diane Bradford partnership Debbie & Greg Kovacs Valerie Hughes & Michael Hoge Melissa Martinez Adeline Brandt Justin Lee Jared & Jennifer Kink Tavis & Elizabeth Miller John & Christine Monroe David & Lona Brask Karen Madsen & Bill Shepherd Jerry & Karen Koester Penny Bravo WE CULTIVATE MUTUALLY BENEFICIAL Kelly Marks Stefani & Robin Koetje Ann Morgan Kristy & Jason Mothersbaugh Kim Brenner COLLABORATIVE RELATIONSHIPS. Dr. Catherine & Scott Matthews Paul Lawrence Laura Brent Sean & Paullette O’Connell Kert & Kristin Lenseigne Jill Myers Michelle & Robert Nims Leslie Brent David & Julie Peters Jerry & Karen Lutz Kip Brierley John & Barbara Prochnau Caroline & Jeff Mason Elizabeth & Mark Nunes Mary O’Brien Annette Briggs Terri Rebar Joanne McCandless Heather Brown Dr. Peter & Cheryl Scott Will & Karen McMahan Pamela Ozanne Chuck & Lynn Patten Deanna Brown Kelly Shepherd Jim & Chris McNally, Jr. Janet Bruckshen Susan & Jeff Smoots Kim & Lindsey Mead Patricia Pederson Nick & Meghan Pembroke George Brush Michele Waddel Traci & Timothy Mitchell Karen & Randy Buchmann Darcy & Julia Walker Ed & Betty Morrow Ed & Carol Petersen Shelley & Madeleine Petillo Elizabeth Burns Ted & Teresa Wenta Holly & Tom Oakley Dona & Mark Burroughs Carol Whitehead Clare O’Connor MaryHelen & Rick Pierce Robert & Tara Polk Laura & Tom Byers Cathy Woods Lisa & Michael O’Connor Elaine Byram Mary Ellen & Jack O’Donnell Judith Prince Patty Qualey Katharine Cain Larry O’Donnell Nicholas Caldwell Joanna Peeler Michelle Renee Teresa Reynolds Crystal Cameron Laura Phillips Rosanne Campbell Clyde & Judy Pitcher Dick & Dana Sander continued... Cheryl Cowley Leanne & Dan Geary Larry Hanson Steven & Laurie Krause Up to $249 Thomas Cox Kristin Gebert Jean Hanson Karen Landry continued... Linda Crafton Tanya Geibel Nancy Louise Hanson Darren Larama Linda Carbajal Lois Craig Julie Gelo Mica Harasek Kate Larsen Anne Carnell Paul & Joyce Crocker Sharla & James Georgis Mary Ellen Hardy Elaine Larson Janea Carrell Donald Cruson Kimberly & Thomas Gilmore Nick Harper Anne & Jon LaRue Ivan Castro Stacy Dachenhausen Robert Goetz James & Marianne Harvey Kathryn Lee Carlos & Ana Chaves-Velando Robert Dale Marion Goins Maggie Heater Carole Legowik-Zohn Carlos Chavez Stacey Davis Judith Goldman Shannon Heininger Mary & Lew Lehmann Emily Ann Cheever Brian Day Pat & Carol Good Lynette Hendrickson Keith Leising Sue Cheffer Marti Dean Nancy Gootee Sara Herber Adam LeMieux Mary Church Bill & Joanne Deckard Murray & Robin Gordon Gene Hertzke Judy Lennard Christina Church-Closovschi Casandra Denn Peter & Laura Gothro Teri Higginbottom Bob Lenz Shawna Clark Ron Depolo Robert Graby Loyal Higinbotham Pam & Pat LeSesne Christy & Steven Clausen John DeRousse Jennifer Green Tom Hingson Melinda Lewis Becky Clifford Ailienette Diaz Teri Grindstaff Sally & Mark Hintz Marcia Liaw Juanita & Robert Clifford Pat Dire Lance & Kelly Groesbeck Jen & Joseph Hirman Greg & Barbara Lichneckert Tammi Clugston Crystal & Richard Donner Rebecca & Pedro Guadamud Chris & Cheryle Hirst Donald Lichty Fawnia & Terry Coleman Ken Dorn Mike & Donna Gunn Sau Ling Ho Yoke-Ong Lim Patricia Collins Christine & David Dorsey Nancy Hall Cindy Holgrem Dan & Nobuko Limberg Brian Holmes Brandi & Judson Lind Elizabeth Howard Georgia Lindquist & Peter Aberg Kelly Ihrig Keri Lindsey Brendon Inman G. Benjamin Lindsey III excellence Jeraud Irving Jan Link David Iseminger Nikko Linn WE DESIGN PROGRAMS TO FOSTER Jill & Richard Jackson Joan Litzkow Pamela James Monica Lochrie EXCEPTIONAL PERFORMANCE. Grace Jarchow George & Shirley Lockeman Karen Jelter-Jennings James Lockman Shelly Connery Susan Dresser Susan Halsey Scott & Shawn Jenkins Janet Loesche Denise & Donald Constantineau Catherine Dunne Zachary Ham Gayla Jenner Scott Loucks Julie Conyers Paul Edwards Emily Hamner Mary Jane Job Shelly Lubahn Brenda Cook Bev Eickhoff Allison Hannan Shelly Johnson Kaye Lysen Michelle Cook Kristi Eisenkraft Dan Hansen Mary Johnson Alicia & Tom MacDougall Heather & Paul Coon Richard Ek Kirsten & Iyvind Hansen Danielle Johnson Jodi & Mark Madison Marci & Lin Cooper Sharon Fabrizio Dick & Helen Hanson Nancy Johnson Caroline Maillard Lance Coupaud Kay Fantin Elizabeth Ann Johnson Meaghan Malo Carl Fender Jeff Jones Craig John Marais Michel Fenske Tony & Terry Jongejan Terri Marks Denise Filion-Young Paul Kaftanski Edith Martin Michael Finch Hil Kaman Holly & Paul Martinez Karen Findley Donna Kapustka Judy & Hugh Matheson Andrea Floyd Michelle Anne Kelly Linda Mattoon Anne Fox Mary Kemp Judy & Jim Maule Cassie & David Franklin Kristy Kentch Dorothy McBride Julie & Jim Frauenholtz Marcia Keopanya James McCallum Jennifer Jean Freeberg Laura King Wendy McClure Anastasia Garcia Raj Kleckley Susan Berman McCoard Cristina Garcia Angela Klujber Judith McCullough Thomas Knowlton Julie McDonnell Shannon Koehnen Ronda McEnulty Tammy Koenen Pete & Mee Yok McGuire Randy Kolb & Kay Stacy McHarness Fredrickson Cynthia & Casey McIntyre Holly Kopra Kathy & Bill McKenzie Claudia Menard Kim Metcalfe Calvin Miles Dave Mincks Jeff & Christina Mitchell George & Leslie Moffat Jeff & Renee Moore Kyle Moore Gail Naethe Jason Naranjo Daniel & Catherine Natividad Linda Navran Joshua & Tamra Nelson Mark Nesse Kellee Newcomb Kali Nielson Joel Niemi Karen Nims Christine Noelle Mie Nishida Pamela Nodus Jennifer Nonisa Tom & Colleen Norcott Terry Norris
continued... diversity WE RESPECT UNIQUE NEEDS OF ALL LEARNERS IN EVERETT PUBLIC SCHOOLS.
Up to $249 continued... Celia O’Connor-Weaver Deidre Smith-Aikens Mary Olander Brooke Smothers Steve & Nancy Olsen Rod & Inci Sniffen John & Mary Kate Olson Andrea & Paul Solomon Lisa Olson-Kelly & Matthew Kelly William & Sandra Stach Kristen Oman & Jeff Kohler Seth Stapleton Tyler Oppie Jenny Steele Patricia Osborn Alison Stevens Jennifer Ozbun Tom & Rosie Stiger Heather & Sean Paddock Kathleen Stilwell Lars Pak Jill Stoffel Cindy & Todd Parfitt Tom & Brenda Stonecipher Gene Park Debbie Stratton Deborah Patchett Lysa Stremick Karen Pauley Debra Strong Jon & Linda Pazevic Kelly & Dave Swan Maria Pena Carl Sweetland Gina Pendleton Gabriela Sykes Ysella Perez Michael Takayoshi Patricia Personius Dan Templeman & Kristie Mistler Barney Peterson Philip Terhune Kaye & Darold Phinney Danny Tetzlaff Samnang & Travis Phut Ted Tieskie Jenifer Pitharoulis Greg Tisdel Douglas Graham Plucker Trudy Tobiason Toni Poh Mark Toland John Preston Ken Toyn Tammy Punkiewicz Mary Tracey Shelly Raketty Sherry Tracy Cheri Rash Tracey & Mike Troy Katie Rathbun Sapna Victoria Ubhi Les Reardanz Darla & Eric Van Duren Tim & Liz Reeves Laura & Paul Van Slyck Memorials and Gifts Bonnie Stevens Barbara & Ron Renard Stephanie Vanderhelm Ted Treffinger Margaret Rider Shirley Vandermeer Spencer Warfield Michelle Roberts Uriel Varela 2015-2016 Elizabeth Webber Mary Kay Rockenstire Nicolle Varnadore In Honor of Jose Rodriguez Rebecca Vigil Leslie, Katie & Nikki Dutton Scholarships Beverly Rogers Loretta Vila-Henninger Dan Gunderson Class of ’55 Scholarship Fund Lynne Rohling Jan Viney Claudia McClain Cedar Grove Composting “Seeds for Scholars” Melody Ann Rowley Monica Wagenhoffer Kippy Murphy Earl & June Dutton Scholarship Jack Roy Clare & Gary Walderman Cathy Woods EPSF Legacy Program Endowment Lee Ella & James Ruck Theresa Walter Linda Fisher Endowment Bill Rucker & Janice Henning Chris & Joseph Walters In Memory of Friends of Peace Scholarship Megan Rude Giulia Watier Eileen Balfour Mikel “Mr. G.” Gobel Scholarship Tandi Sadowsky Gayle & Dave Watts Lillian Beard Howarth Foundation Visual Arts Scholarship Rachel Sadri Patricia Weber Richard Beidle Brett Jensen Scholarship Sharon Wellman Aimee Sage Carole Bowers Erin Galli Marques Scholarship Mary Ann Sande Andrea & Paul Wells-Edwards Carolyn Buron Carol Sanders Betty Welsh Shawn McEwen Scholarship Fund Norman Schille Theresa Werlech Gail Dils Stanley S. Mitchell Scholarship Fund Samuel & Cathy Schuyler Sam Whiting Thomas Green Sr. Jessica Otto Memorial Fund Guy Selby Amy Wilcox Jill Kuhn Daniel Stein Science & Tech. Scholarship Anna Marie Selset Dorothy Willet Andrew LaMar Reg & Betty Scodeller Scholarship Kathy Seltzer Meghan Williams Kathleen Newman Elizabeth Webber Scholarship Laura Serrato Deb Williams Jean Shandera Andrew Sevald Jill Wilson Gia Soriano & Zöe Galasso Trish Sherman Debra Wisniewski Jillian Sick Larry Yarno Angie & Pat Sievers Roy & Barbara Yates Shirley Slade Sharon Yoon-Park Dennis & Terri Jean Smith Blythe Young Michael & Edie Smith Ben Young Kyla Smith John Zeka Kelli Smith Marlene Zylstra Pamela Smith innovation WE RECOGNIZE AND Notes: We strive to provide accurate recognition for ACTIVELY SUPPORT EDUCATION INNOVATION. every donor and sincerely apologize for any errors or omissions. Matching gifts are included when determining giving levels.