BELLEVUE SCHOOLS FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BELLEVUE SCHOOLS FOUNDATION (EIN 91-1080997)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-14
IRS object ID
202631959349300233
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T09:41:30-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110700 NORTHUP WAY SUITE 200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911080997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BELLEVUE SCHOOLS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt
Phone4254564199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40644AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN ISHII-YINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4254564199PhoneNum
Signature2026-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN GILBERT CPAPreparerPersonNm
PTINP01380103PTIN
Phone4252506100PhoneNum
Preparation2026-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN ISHII-YINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40644AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98015ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,469,100GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BELLEVUESCHOOLSFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,363,653PYContributionsGrantsAmt
CY Contributions Grants$1,809,212CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$150,838PYInvestmentIncomeAmt
CY Investment Income$163,544CYInvestmentIncomeAmt
PY Other Revenue-$77,043PYOtherRevenueAmt
CY Other Revenue-$162,289CYOtherRevenueAmt
PY Total Revenue$1,437,448PYTotalRevenueAmt
CY Total Revenue$1,810,467CYTotalRevenueAmt
PY Grants And Similar Paid$1,002,869PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,049,797CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$477,150PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$571,211CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$457,927CYTotalFundraisingExpenseAmt
PY Other Expenses$187,238PYOtherExpensesAmt
CY Other Expenses$184,254CYOtherExpensesAmt
PY Total Expenses$1,667,257PYTotalExpensesAmt
CY Total Expenses$1,805,262CYTotalExpensesAmt
PY Revenues Less Expenses-$229,809PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,205CYRevenuesLessExpensesAmt
Total Assets BOY$4,358,523TotalAssetsBOYAmt
Total Assets EOY$4,398,956TotalAssetsEOYAmt
Total Liabilities BOY$394,602TotalLiabilitiesBOYAmt
Total Liabilities EOY$280,312TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,963,921NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,118,644NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE BELLEVUE SCHOOLS FOUNDATION IS TO PROMOTE AND FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$366,713ExpenseAmt
Grant$345,079GrantAmt
Revenue$0RevenueAmt
DescEARLY LEARNING-GRANTS PROVIDED PRESCHOOL TUITION ASSISTANCE AND TRANSITIONAL KINDERGARTEN PROGRAM SUPPORT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$313,878ExpenseAmt
Grant$295,361GrantAmt
Revenue$0RevenueAmt
DescSTUDENT AND TEACHER SUPPORT: PROGRAMS INCLUDE FENTANYL PREVENTION, TEACHER NATIONAL BOARD CERTIFICATION SUPPORT AND GRANTS THAT SUPPORT STUDENTS, TEACHERS, AND CURRICULUM DEVELOPERS THROUGH EDUCATION ENRICHMENT AND ENHANCEMENT IN MUSIC, ARTS, STEM, AND CLASSROOM INNOVATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$212,539ExpenseAmt
Grant$200,000GrantAmt
Revenue$0RevenueAmt
DescMENTAL HEALTH-GRANTS FUNDED STUDENTS RECEIVING MENTAL HEALTH SCREENINGS AND THERAPY WITH COUNSELORS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$222,482ExpenseAmt
Grant$209,357GrantAmt
Revenue$0RevenueAmt
DescTRANSFORMING EDUCATION: A SET OF INITIATIVES DESIGNED TO DEVELOP SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) CURRICULUM INCLUDING K-12 COMPUTER SCIENCE AND PROVIDE RACIAL EQUITY PROFESSIONAL DEVELOPMENT AND MENTORING STUDENTS WHO IDENTIFY AS BLACK, INDIGENOUS, PERSONS OF COLOR (BIPOC). INCLUDES SCHOLARSHIPS OF $47,960.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$222,482TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$209,357TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,115,612TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMIE ELZEABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4254564199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40644AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98015ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JULIET BUDER
EXECUTIVE DIRECTOR40.00Yes (X)$143,559$0$0
SUSAN ISHII-YIN
PRESIDENT, DEVELOPMENT, EVENTS10.00Yes (X)$0$0$0Yes (X)
JERRY NGUYEN
PRESIDENT ELECT(THRU 06/25)1.00Yes (X)$0$0$0Yes (X)
STEPHANIE FERGUSON
IMMEDIATE PAST PRESIDENT, GOVERNANCE10.00Yes (X)$0$0$0Yes (X)
RACHEL LI
CO-TREASURER, FINANCE & INVESTMENT5.00Yes (X)$0$0$0Yes (X)
CHANDANA SURLU
CO-TREASURER, FINANCE & INVESTMENT FINANCE & INVE1.00Yes (X)$0$0$0Yes (X)
MALINDA ELIEN
BOARD MEMBER (AS OF 08/25)2.00$0$0$0Yes (X)
ALLISON FREY
BOARD MEMBER (AS 08/25)5.00$0$0$0Yes (X)
RENUKA GETCHELL
BOARD MEMBER1.00$0$0$0Yes (X)
JUNGYEOL KIM
BOARD MEMBER(THRU 10/24)1.00$0$0$0Yes (X)
CHRIS MARKS
BOARD MEMBER2.00$0$0$0Yes (X)
DEEPA PATTEN
BOARD MEMBER (THRU 7/25)1.00$0$0$0Yes (X)
KRISTEN PAULSON
BOARD MEMBER(THRU 9/24)1.00$0$0$0Yes (X)
MATTHEW SCHER
BOARD MEMBER2.00$0$0$0Yes (X)
CLAIRE SUMADIWIRYA
BOARD MEMBER (THRU 5/25)1.00$0$0$0Yes (X)
KSENIA TSHAHHIROV
BOARD MEMBER1.00$0$0$0Yes (X)
LISA WINSBY
BOARD MEMBER1.00$0$0$0Yes (X)
JANICE ZAHN
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$143,559TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$666,263FundraisingAmt
All Other Contributions$1,142,949AllOtherContributionsAmt
Noncash Contributions$112,028NoncashContributionsAmt
Total Contributions$1,809,212TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,549TotalRevenueColumnAmt
Exclusion$158,549ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$436,287SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$431,292SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,995SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,995TotalRevenueColumnAmt
Exclusion$4,995ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$666,263ContriRptFundraisingEventAmt
Fundraising Direct Expenses$227,341FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$167,341TotalRevenueColumnAmt
Exclusion-$167,341ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$5,052TotalRevenueColumnAmt
Exclusion$5,052ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,052OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,810,467TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,255ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$971,627TotalAmt
Program Services$971,627ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$78,170TotalAmt
Program Services$78,170ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$143,559TotalAmt
Program Services$47,374ProgramServicesAmt
Management And General$35,890ManagementAndGeneralAmt
Fundraising$60,295FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$357,130TotalAmt
Program Services$8,453ProgramServicesAmt
Management And General$103,402ManagementAndGeneralAmt
Fundraising$245,275FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,870TotalAmt
Program Services$3,442ProgramServicesAmt
Management And General$8,588ManagementAndGeneralAmt
Fundraising$18,840FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,652TotalAmt
Program Services$4,421ProgramServicesAmt
Management And General$11,031ManagementAndGeneralAmt
Fundraising$24,200FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,889TotalAmt
Management And General$6,889ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$20,009TotalAmt
Management And General$20,009ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,641TotalAmt
Management And General$5,816ManagementAndGeneralAmt
Fundraising$22,825FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,504TotalAmt
Management And General$4,289ManagementAndGeneralAmt
Fundraising$22,215FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,979TotalAmt
Program Services$875ProgramServicesAmt
Management And General$20,104ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,277TotalAmt
Program Services$1,250ProgramServicesAmt
Fundraising$59,027FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,524TotalAmt
Management And General$8,524ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS EXPENSE$5,455$5,455
BAD DEBT EXPENSE$5,250$5,250
BOARD AND STAFF DEVELOP$1,726$1,726

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,805,262TotalAmt
Program Services$1,115,612ProgramServicesAmt
Management And General$231,723ManagementAndGeneralAmt
Fundraising$457,927FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$224,928BOYAmt
EOY$245,322EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$487,914BOYAmt
EOY$654,929EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$223,317BOYAmt
EOY$12,167EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,266BOYAmt
EOY$32,167EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,353,940BOYAmt
EOY$3,389,893EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$59,158BOYAmt
EOY$64,478EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,358,523BOYAmt
EOY$4,398,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,981BOYAmt
EOY$99,587EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$368,621BOYAmt
EOY$180,725EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$394,602BOYAmt
EOY$280,312EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,303,495BOYAmt
EOY$1,458,124EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,660,426BOYAmt
EOY$2,660,520EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,963,921BOYAmt
EOY$4,118,644EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,358,523BOYAmt
EOY$4,398,956EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,205ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$149,518NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,399,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,471,061CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,376,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,363,653CurrentTaxYearMinus1YearAmt
Current Tax Year$1,809,212CurrentTaxYearAmt
Total$8,419,875TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,399,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,471,061CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,376,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,363,653CurrentTaxYearMinus1YearAmt
Current Tax Year$1,809,212CurrentTaxYearAmt
Total$8,419,875TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,450,606SubstantialContributorsTotAmt
Public Support Total170$6,969,269PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$154,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$133,077CurrentTaxYearMinus1YearAmt
Current Tax Year$158,549CurrentTaxYearAmt
Total$611,304TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,435CurrentTaxYearMinus1YearAmt
Current Tax Year$5,052CurrentTaxYearAmt
Total$15,530TotalAmt
FieldValueIRS element (for citing)
Total Support$9,046,709TotalSupportAmt
Public Support CY1700.77040PublicSupportCY170Pct
Public Support PY1700.78930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2021 AMOUNT: $ 3,560. 2022 AMOUNT: $ 483. 2023 AMOUNT: $ 6,435. 2024 AMOUNT: $ 5,052.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,054,034BeginningYearBalanceAmt
Investment Earnings Or Losses$66,320InvestmentEarningsOrLossesAmt
End Year Balance$1,120,354EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$947,457BeginningYearBalanceAmt
Investment Earnings Or Losses$143,962InvestmentEarningsOrLossesAmt
Other Expenditures$31,999OtherExpendituresAmt
Administrative Expenses$5,386AdministrativeExpensesAmt
End Year Balance$1,054,034EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$919,678BeginningYearBalanceAmt
Investment Earnings Or Losses$27,779InvestmentEarningsOrLossesAmt
End Year Balance$947,457EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,133,841BeginningYearBalanceAmt
Investment Earnings Or Losses-$166,502InvestmentEarningsOrLossesAmt
Other Expenditures$42,000OtherExpendituresAmt
Administrative Expenses$5,661AdministrativeExpensesAmt
End Year Balance$919,678EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$968,870BeginningYearBalanceAmt
Investment Earnings Or Losses$202,812InvestmentEarningsOrLossesAmt
Other Expenditures$32,000OtherExpendituresAmt
Administrative Expenses$5,841AdministrativeExpensesAmt
End Year Balance$1,133,841EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.65405PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34595TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE PROGRAM SUPPORT AT THE BELLEVUE SCHOOL DISTRICT.
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING FOR SCHOOLS EVENTEvent1Nm
Gross Receipts Event1$726,263GrossReceiptsEvent1Amt
Charitable Contri Event1$666,263CharitableContriEvent1Amt
Gross Revenue Event1$60,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$92,709NonCashPrizesEvent1Amt
Rent Facility Costs Event1$41,296RentFacilityCostsEvent1Amt
Food And Beverage Event1$61,020FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$32,316OtherDirectExpensesEvent1Amt
Gross Receipts Total$726,263GrossReceiptsTotalAmt
Charitable Contributions Tot$666,263CharitableContributionsTotAmt
Gross Revenue Total Events$60,000GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$92,709NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$41,296RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$61,020FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$32,316OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$227,341DirectExpenseSummaryEventsAmt
Net Income Summary-$167,341NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BELLEVUE SCHOOL DISTRICTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Recipient EIN916001637RecipientEIN
IRC SectionGOVERNMENT ENTITYIRCSectionDesc
Cash Grant$919,751CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantTHE FOUNDATION PROVIDES GRANTS TO THE BELLEVUE SCHOOL DISTRICT FOR TRANSFORMING EDUCATION, EARLY LEARNING, MENTAL HEALTH, AND STUDENT AND TEACHER SUPPORT.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS AND AWARDS30$47,960$0N/AN/A
SHERRY LADD TEACHER GRANTS38$30,210$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBELLEVUE SCHOOLS FOUNDATION SUPPORTS PROGRAMS WITHIN THE BELLEVUE SCHOOL DISTRICT AS BUDGETED AND INVOICED. THE BELLEVUE SCHOOLS FOUNDATION GRANTMAKING COMMITTEE ALSO REVIEWS REPORTS RECEIVED FROM THE PROGRAMS SUPPORTED.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)AUCTION ITEMS1$92,709FMV
Yes (X)OFFICE SUPPLIES144$19,319FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD MAY DELEGATE SOME OR ALL OF ITS AUTHORITY TO INDIVIDUAL OFFICERS, COMMITTEES, OR THE EXECUTIVE DIRECTOR. ANY DELEGATION OF AUTHORITY BY THE BOARD SHALL BE IN WRITING AND EVIDENCED BY THE BYLAWS, THE MINUTES OF A MEETING OF THE BOARD, OR BY A CONSENT TO ACTION IN LIEU OF MEETING.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE INSPECTS THE CURRENT YEAR FORM 990 AND PROVIDES A FULL COPY TO THE BOARD PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF THE BELLEVUE SCHOOLS FOUNDATION HAS FORMALLY ADOPTED A CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER IS PROVIDED THE CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST FORM FOR COMPLETION AND SUBMISSION. FOLLOW-UP IS CONDUCTED BY A FOUNDATION BOARD MEMBER OR STAFF TO ENSURE THAT THEY ARE ALL RETURNED. THE BOARD PRESIDENT AND/OR EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST FORMS AND REVIEWS BOARD MEMBER INVOLVEMENT FOR ANY POTENTIAL AREAS REQUIRING A CONFLICT OF INTEREST DISCLOSURE OR ACTION. IN THE EVENT THAT A CONFLICT OF INTEREST DID ARISE, THE BOARD WOULD TAKE APPROPRIATE ACTION TO REMEDY THE SITUATION.
FORM 990, PART VI, SECTION B, LINE 15ABELLEVUE SCHOOLS FOUNDATION REVIEWS VARIOUS INDEPENDENT NON-PROFIT SALARY REPORTS TO ASSIST IN THE RECOMMENDATIONS AS TO ITS PAYROLL BUDGET AND TO IDENTIFY WHERE THEY MAY HAVE COMPETITIVE ISSUES WITH THE POSITIONS RELATIVE TO THOSE REPORTED IN THE SURVEYS. THE EXECUTIVE DIRECTOR AND THE FINANCE AND OPERATIONS DIRECTOR ANALYZED THE SURVEY AND MADE RECOMMENDATIONS ON BUDGET AND INDIVIDUAL ISSUES. THE PAYROLL BUDGET WAS THEN APPROVED BY THE BOARD. THE BOARD LEADERSHIP PARTICIPATED IN THE INDIVIDUAL COMPENSATION/BENEFITS DECISIONS FOR THE EXECUTIVE DIRECTOR. THE LAST FULL COMPENSATION REVIEW OCCURRED IN 2021.
FORM 990, PART VI, SECTION C, LINE 19THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE UPON REQUEST.
FORM 990. PART XII, LINE 2C:THE PROCESS DIDN'T CHANGE FROM PRIOR YEAR.
FORM 990. PART I, LINE 1:THE MISSION OF THE BELLEVUE SCHOOLS FOUNDATION IS TO PROMOTE AND FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS.

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