2024-05-07T17:50:51-05:00 2023-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2022-07-01 912036088 COLLEGE SUCCESS FOUNDATION COLL 4254162000 15500 SE 30TH PLACE 200 BELLEVUE WA 98007 MICHAEL CHEEVER INTERIM PRESIDENT 4254162000 2024-05-06 1 MICHAEL CHEEVER 999009999 0 ZOE JOENS CPA P02389255 2066288990 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES DORSEY 15500 SE 30TH PLACE 200 BELLEVUE WA 98007 32657543 0 X WWW.COLLEGESUCCESSFOUNDATION.ORG X 2000 WA TO INSPIRE UNDERSERVED, LOW-INCOME STUDENTS. 21 20 195 50 0 0 8351303 8945215 13553429 22594391 123043 302366 532360 543048 22560135 32385020 3064129 4724587 0 0 10440963 14179915 0 0 1406662 3326885 8395294 16831977 27299796 5728158 5085224 20978387 30060110 9357355 12589625 11621032 17470485 WE COACH AND SUPPORT STUDENTS FROM LOW SOCIOECONOMIC BACKGROUNDS TO PREPARE FOR AND GRADUATE FROM COLLEGE AS TRANSFORMATIONAL LEADERS IN ORDER TO FORGE A JUST AND EQUITABLE SOCIETY. 0 0 12667638 13210325 COLLEGE READINESS PROGRAMS: CSF PROVIDES CAREER AND COLLEGE AWARENESS AND SUPPORT FROM 7TH GRADE THROUGH HIGH SCHOOL GRADUATION. CSF ALSO WORKS WITH THE WASHINGTON STUDENT ACHIEVEMENT COUNCIL (WSAC), SCHOOL DISTRICTS, AND OTHER COLLEGE ACCESS PROVIDERS TO ENSURE LOW INCOME 7TH AND 8TH GRADERS ARE AWARE OF WASHINGTON STATE'S COLLEGE BOUND SCHOLARSHIP. OUR STAFF IS SCHOOL-BASED AND WORK IN CLOSE COLLABORATION WITH TEACHERS AND GUIDANCE COUNSELORS. CSF ALSO PROVIDES SUMMER ACADEMIC READINESS PROGRAMMING THROUGH RESIDENTIAL COLLEGE EXPERIENCES AND OFFERS WORKSHOPS ON THE FINANCIAL AID PROCESS, ACADEMIC PLANNING, COLLLEGE ADMISSIONS PROCESS AND SOCIAL NETWORKING SKILLS. 5693637 4854713 CAPACITY BUILDING: CSF PARTNERED WITH SMALL, COMMUNITY-BASED ORGANIZATIONS THROUGHOUT THE STATE OF WASHINGTON IN AN EFFORT TO AMELIORATE THE NEGATIVE EFFECTS OF THE COVID PANDEMIC ON HIGH SCHOOL STUDENTS. THROUGH COMPETITIVE PROPOSALS, NEARLY 30 ORGANIZATIONS WERE AWARDED GRANTS FOCUSED ON ENSURING STUDENTS WOULD GRADUATE AND MOVE INTO POST-SECONDARY EDUCATION. OVER 26,000 STUDENTS WERE SERVED VIA ON-LINE AND IN PERSON PROGRAMS, WITH FOCUS AREAS SUCH AS SOCIAL EMOTIONAL LEARNING, CAREER EXPLORATION AND INTERNSHIPS, PARENT AND FAMILY EXPERIENCES, STEM AND STUDENT RE-ENTRY/GED. 4724587 4724587 4529353 SCHOLARSHIP AND COLLEGE PROGRAMS: CSF SEEKS TO REDUCE FINANCIAL BARRIERS LOW-INCOME STUDENTS FACE BY AWARDING SCHOLARSHIPS AND PROVIDING STUDENT SUPPORT THROUGHOUT COLLEGE. THROUGH JUNE 30, 2023, CSF HAS AWARDED 17,431 SCHOLARSHIPS TO 16,900 STUDENTS, TOTALING MORE THAN $237 MILLION. TO DATE, 12,109 GRADUATES HAVE RECEIVED A DEGREE. CSF DESIGNS AND MARKETS SCHOLARSHIP APPLICATION MATERIALS, DEVELOPS SELECTION APROCESSES AND CREATES SCORING RUBRICS THAT CONSIDER VARIABLES REQUIRED BY THE FUNDER AND INCLUDE TRADITIONAL AND NON-TRADITIONAL SELECTION CRITERIA. CSF TRACKS ITS SCHOLARSHIP AWARDS AND SCHOLARS THROUGH A STUDENT DATA MANAGEMENT SYSTEM, WHILE RESPONDING TO INDIVIDUAL SCHOLAR'S FINANCIAL SITUATIONS AND NEEDS. 23085862 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 71 0 1 195 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X ROSEMARY TURNER 4254162000 15500 SE 30TH PLACE 200 BELLEVUE WA 98007 GEORGE BRIDGES PHD CHAIR 2.00 X X 0 0 0 JIM MURPHY VICE CHAIR & TREASURER 2.00 X X 0 0 0 WALTER IMPERT SECRETARY 2.00 X X 0 0 0 VIRGINIA ANDERSON BOARD MEMBER 2.00 X 0 0 0 NEAL BOLING BOARD MEMBER 2.00 X 0 0 0 LEONA DOTSON BOARD MEMBER 2.00 X 0 0 0 STACIE FOSTER BOARD MEMBER 2.00 X 0 0 0 KELLY FUKAI BOARD MEMBER 2.00 X 0 0 0 NICK HAILEY BOARD MEMBER 2.00 X 0 0 0 MELISSA HILL BOARD MEMBER 2.00 X 0 0 0 DAVID HOHIMER BOARD MEMBER 2.00 X 0 0 0 BRIAN JEFFRIES BOARD MEMBER 2.00 X 0 0 0 ERIK JONES BOARD MEMBER 2.00 X 0 0 0 ELI KUMEKPOR BOARD MEMBER 2.00 X 0 0 0 CREIGHTON MAGID BOARD MEMBER 2.00 2.00 X 0 0 0 SYDNEY MCMASTER BOARD MEMBER 2.00 X 0 0 0 L DARRELL POWELL BOARD MEMBER 2.00 X 0 0 0 TANIA SANTIAGO BOARD MEMBER 2.00 X 0 0 0 EVAN SMITH BOARD MEMBER 2.00 X 0 0 0 SALOME VALENCIA-BOHNE BOARD MEMBER 2.00 X 0 0 0 JOHN WELCH BOARD MEMBER 2.00 X 0 0 0 JAMES DORSEY PRESIDENT & CEO 40.00 10.00 X X 222766 0 23497 MICHAEL CHEEVER EXECUTIVE VICE PRESIDENT 40.00 X 191506 0 17179 ROSEMARY TURNER VP, OPERATIONS 40.00 X 166956 0 20923 VERONICA GUAJARDO TERMED 412022 VP, PROGRAMS 40.00 X 59639 0 4875 DANETTE KNUDSON VP, PROGRAM STRATEGY 40.00 X 152596 0 15964 KELLIE NAKANO VP, PROGRAM OPERATIONS 40.00 X 148109 0 15233 JULIETTE SCHINDLER DIRECTOR, PUBLIC AFFAIRS & STRATEGIC PARTNERSHIPS 40.00 X 134185 0 14543 MARY THEISEN DIRECTOR, STRATEGIC COMMUNICATIONS 40.00 X 135275 0 14848 SARAH PORTER DIRECTOR, ACCOUNTING & FINANCE 40.00 X 129130 0 13893 1340162 0 140955 13 0 1 0 BIGGER BOAT CONSULTING 220 2ND AVE S SEATTLE WA 98104 CRM CONSULTING 260500 DAH ISOUTSOURCE 19119 N CREEK PKWY S 200 BOTHELL WA 98011 IT OUTSOURCE 181808 COURAGEOUS CONVERSATION LLC 1712 N STREET NW SUITE 402 WASHINGTON DC 20036 DEI SUPPORT 121866 3 1035897 7909318 344138 8945215 FEES FROM GOVT AGENCY 900099 22489391 22489391 FEES FOR SERVICE 900099 105000 105000 22594391 303877 303877 1511 -1511 -1511 -1511 69060 1035897 271012 -201952 -201952 ADMINISTRATIVE FEES 900099 745000 745000 745000 32385020 22594391 0 845414 4724587 4724587 802153 268059 435886 98208 10976172 8940085 1244180 791907 345614 255309 56286 34019 1024615 880904 76072 67639 1031361 823641 134326 73394 21488 21488 55500 55500 18000 18000 13992 13992 1396630 913765 405264 77601 555822 492910 41648 21264 412589 297886 78750 35953 671319 526254 95364 49701 188692 117914 58913 11865 180787 151553 20607 8627 16043 16043 56507 44131 8141 4235 CAPACITY BUILDING 3586741 3586741 PARTICIPANT INCENTIVES 457759 457759 STUDENT EVENTS 329089 329089 STUDENT TRAVEL 174462 174462 259874 82813 44812 132249 27299796 23085862 2807272 1406662 2572365 5187173 11746171 12962790 3385022 6657500 2591355 2556213 302902 267156 1064292 1020740 19387 43552 361185 392274 0 1993452 20978387 30060110 1333740 1241290 7748791 6972629 274824 2110740 0 2264966 9357355 12589625 X 8318716 11291905 3302316 6178580 11621032 17470485 20978387 30060110 X 5085224 213740 550489 X X 0 1 X 1 0 X 3811074 4804566 6976752 8354603 8945215 32892210 3811074 4804566 6976752 8354603 8945215 32892210 8382263 24509947 109231 85755 71983 126049 303877 696895 774 832581 832100 782000 745000 3192455 36781560 62529583 0.66640 0.67960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 18000 24000 18000 24000 27287796 30994705 27305796 31018705 1000000 1000000 250000 250000 0 0 0 0 998291 1000000 1000000 1000000 3998291 5997437 24500 22000 20500 24000 91000 249573 250000 250000 250000 999573 1499360 0 1 X 361185 31089 392274 434435 -73250 361185 326248 108187 434435 335514 -6611 2655 326248 340387 7627 12500 335514 0.00000 1.00000 0.00000 0 0 27142 6341 20801 120021 103975 16046 917129 910424 6705 43552 RIGHT OF USE ASSET 1993452 1993452 OPERATING LEASE LIABILITY 2264966 2264966 PART IV, LINE 2B: ANNUALLY, CSF ASSISTS A CORPORATE SUPPORTER IN HOLDING AN EVENT TO RAISE SCHOLARSHIP FUNDS FOR TWO SPECIFIC UNIVERSITIES. CSF RECEIVES THE FUNDS RAISED AND DISTRIBUTES THEM AT THE DIRECTION OF THE CORPORATE SUPPORTER TO THE UNIVERSITIES FOR SCHOLARSHIP PURPOSES. CSF DOES NOT HAVE VARIANCE POWER OVER THE USE OF THE FUNDS RECEIVED AND, AS SUCH, ACCOUNTS FOR THE FUNDS AS HELD FOR OTHERS. GOVERNERS GOLF TOURNAMENT 320563 320563 39270 23332 28690 EMPOWERING YOUTH SEATTLE 297609 274609 23000 48028 10304 6 486785 440725 46060 78648 42740 1104957 1035897 69060 39270 126676 23332 81734 271012 -201952 1 SCHOLARSHIPS 1109 4363292 STUDENT ASSISTANCE 624 312060 COMPUTERS 126 49235 FMV LAPTOPS FOR STUDENTS PART I, LINE 2: CSF USES A COMBINATION OF EXTERNAL REVIEWERS AND SMALL WORKING GROUPS FOR SELECTION OF GRANTEES AND SCHOLARSHIP RECIPIENTS. GRANTS MADE TO OTHER ORGANIZATIONS ARE MADE SOLELY FOR SCHOLARSHIPS AND SPONSORSHIPS. X X X X 0 0 0 0 0 0 0 0 0 JAMES DORSEY PRESIDENT & CEO 222766 0 0 0 0 0 11484 0 12013 0 246263 0 0 0 MICHAEL CHEEVER EXECUTIVE VICE PRESIDENT 191506 0 0 0 0 0 9697 0 7482 0 208685 0 0 0 ROSEMARY TURNER VP, OPERATIONS 166956 0 0 0 0 0 13111 0 7812 0 187879 0 0 0 DANETTE KNUDSON VP, PROGRAM STRATEGY 145096 0 7500 0 0 0 7740 0 8224 0 168560 0 0 0 KELLIE NAKANO VP, PROGRAM OPERATIONS 148109 0 0 0 0 0 7456 0 7777 0 163342 0 0 0 MARY THEISEN DIRECTOR, STRATEGIC COMMUNICATIONS 128406 0 6869 0 0 0 6925 0 7923 0 150123 0 0 0 X 8 299359 FMV X AUCTION ITEMS 22 44779 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW PROCESS OF THE FORM 990 INCLUDES A DETAILED REVIEW BY THE CEO AND DIRECTOR OF FINANCE AND ACCOUNTING. AFTER REIVEW AND APPROVAL, THE FORM 990 IS REVIEWED WITH THE FINANCE COMMITTEE, INCLUDING THE CHAIRPERSON, WHO IS AN OUTSIDE DIRECTOR. SUBSEQUENT TO THE REIVEW BY THE AUDIT COMMITTEE AND PRIOR TO THE FILING OF THE RETURN, ALL BOARD MEMBERS RECIEVE A COPY OF THE 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE POLICIES, RULES, AND REGULATIONS ADOPTED BY THE CORPORATION RELATED TO CONFLICT OF INTEREST SHALL APPLY TO ANY PERSON APPOINTED BY THE BOARD OF DIRECTORS IN ANY CAPACITY AND TO THE MEMBERS OF THE BOARD OF DIRECTORS THEMSELVES AND KEY EMPLOYEES. CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUESTED OF ALL DIRECTORS ANNUALLY AND FOR THE NEW DIRECTORS AT THE TIME THEY JOIN THE BOARD. THE DIRECTOR OF FINANCE AND ACCOUNTING REVIEWS THE QUESTIONNAIRE RESULTS, AND IF A CONFLICT ARISES, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S SALARY IS RECOMMENDED BY THE EXECUTIVE COMMITTEE AND VOTED ON BY THE BOARD OF DIRECTORS. A COMPENSATION INCREASE FOR THE PRESIDENT/CEO WAS LAST APPROVED IN MARCH 2023. COMPENSATION FOR ALL NEW EMPLOYEES IS REVIEWED AT THE TIME OF HIRING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: SCHOLARSHIP COMMITMENT ADJUSTMENT 550,489. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA 1805 7TH ST NW STE 500 WASHINGTON DC 20001 205561911 COLLEGE SCHOLARSHIPS AND PROGRAMS PROVIDED FOR DC HIGH SCHOOL STUDENTS WA 501(C)(3) LINE 12A, I COLLEGE SUCCESS FOUNDATION 0 MENTOR WASHINGTON 15500 SE 30TH PL STE 200 BELLEVUE WA 98007 208335617 SUPPORT TO WASHINGTON STATE MENTORING ORGANIZATION WA 501(C)(3) LINE 12A, I COLLEGE SUCCESS FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 1 MENTOR WASHINGTON L 128500 BOOK VALUE COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA L 616500 BOOK VALUE COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA1805 7TH ST NW STE 500WASHINGTON, DC 20001EIN: 20-5561911TOTAL EXPENSES: $2,692,730LOBBYING EXPENDITURES: $0MENTOR WASHINGTON15500 SE 30TH PLACE STE 200BELLEVUE, WA 98007EIN: 20-8335617TOTAL EXPENSES: $1,020,179LOBBYING EXPENDITURES: $6,000