2022-12-18T13:34:19-07:00 2022-06-30 431988101 Rebecca Thomas CPA 2912 187th Place SE Bothell WA 98012 990 2021-07-01 911680139 NORTHSHORE SCHOOLS FOUNDATION NORT 4254087680 3330 Monte Villa Parkway Bothell WA 98021 Carmin Dalziel Executive Director 4254087680 2022-10-22 1 Rebecca Thomas P01315128 4252051193 2022-10-22 X 1 11 1 AAL2 2021 2023-03-07 01:45:13Z Carmin Dalziel 3330 Monte Villa Parkway Bothell WA 98021 1667007 0 X www.nsdfoundation.org X 1995 WA We raise funds and build community partnerships to maximize the educational successes for all Northshore students. 17 17 11 120 0 0 1146293 1715437 0 0 108608 -71004 51160 -24571 1306061 1619862 350839 1279332 0 0 210121 322176 0 0 86556 141152 169887 702112 1771395 603949 -151533 1090984 974822 30176 66866 1060808 907956 To raise funds and building community partnerships that enhance and inspire learning potential, remove barriers and build skills for life, thereby maximizing educational success for all Northshore students. To be the catalyst for programs and activities that amplify district priorities for student and teacher education and excellence. 0 0 1307236 108269 10897 Removing Barriers supports academic success for those students furthest from racial and educational justice. In 2021-22, Removing Barriers provided $69,459 in assistance to 296 families for students experiencing limitations to their potential. Our funds aided with everything between utility support to scholarships to attend national competitions. We supported 93 families who were impacted by sudden crisis by providing grocery funds. Our students experiencing homelessness received support for personal and school needs amounting to nearly $17,000. We partnered with the NSD, the YMCA and the City of Kenmore to provide a free summer camp experience for students and families who needed it most. We also provided backpacks and school supplies to more than 1,600 students. This year also we partnered with the City of Kenmore to provide direct cash assistance to families in the city who qualified as low income, ultimately serving 500 households. 173287 157400 68747 ENHANCE & INSPIRE LEARNING- This year our classroom grants program broke all previous records, and we funded 66 grants at 21 schools across the district. We made completed a 5 year commitment to refresh the Art Docent Curriculum serving ever elementary in the district and extended the districts SORA subscription to include access to magazines. In the inaugural year of bringing band and orchestra into the school day for elementary students we had a special grant cycle to fund consumable products like reeds for the instruments. We also made an investment in safety by purchasing new radios for communication at our stadium. 6204 590 632 In our second year of our Youth Advisory Board, we are learning to integrate student voice into our programs and services. This group of kids collaborated to share information about mental health resources, initiate new conversations about intramural sports and select members of the group also attended the Board Planning retreat. This year we launched a Skills4Life podcast that features interviews with professionals who are working in careers that are anticipated to be high demand jobs of the future. Our intent is to increase knowledge about possible careers for parents so that they can inspire their students to find careers that will be available and successful when they graduated. We continue to support districtwide CP & Dorothy Johnson awards that honor students for building character and citizenship skills to 2 students at each of our 32 schools. While we traditionally support career days at each of our 6 middle schools, this year all but one of those programs was discontinued. 0 0 0 1486727 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 11 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X Carmin Dalziel 4254087680 3330 Monte Villa Parkway Bothell WA 98021 Carmin Dalziel Executive Director 40 0 X X 106995 0 0 Emily Fisher Donor Relations & Development Coordinator 27 0 X 51933 0 0 Heather Erickson Removing Barriers Program Manager 25 0 X 42229 0 0 Anthony Moran President 10 0 X X 0 0 0 Patsy Treece Vice President 5 0 X X 0 0 0 Tim Kalso Treasurer 5 0 X X 0 0 0 Dyana Berger Secretary 5 0 X X 0 0 0 Alexis Krogh Board Member 2 0 X 0 0 0 Joe Jonart Board Member 2 0 X 0 0 0 Laura Schmiedeknecht Board Member 2 0 X 0 0 0 Margaret Raihl Board Member 2 0 X 0 0 0 Mary Drews Board Member 2 0 X 0 0 0 Myriam Juritz Board Member 2 0 X 0 0 0 Pat Waldrop Board Member 2 0 X 0 0 0 Barry Glenn Board Member 2 0 X 0 0 0 Pat Waldrop Board Member 2 0 X 0 0 0 Susan Griner Board Member 2 0 X 0 0 0 Ilana Yagudayev Board Member 2 0 X 0 0 0 Blair Mus Board Member 2 0 X 0 0 0 Christy Bowen Board Member 2 0 X 0 0 0 Dana Fialdini Board Member 2 0 X 0 0 0 David Bishop Board Member 2 0 X 0 0 0 Katie Ruff Board Member 2 0 X 0 0 0 201157 0 0 1 0 0 0 0 0 0 298403 0 966520 450514 18215 1715437 0 -71004 -71004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22574 298403 47145 -24571 0 -24571 0 1619862 -71004 0 -24571 1279332 1279332 0 0 236885 116017 79718 41150 45282 33206 6488 5588 0 16684 16684 23325 12482 7039 3804 61513 22592 15364 23557 8679 470 8209 15447 6719 8728 64148 14691 37000 12457 4857 1026 3831 0 Membership Dues 1075 0 1075 License, Insurance & Permits 4337 0 4337 0 Merchant Services 9831 192 9639 0 1771395 1486727 198112 86556 708034 663669 0 0 0 0 0 0 0 0 0 382950 311153 0 0 0 0 1090984 974822 21671 2226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8505 64640 30176 66866 X 1060808 907956 0 0 1060808 907956 1090984 974822 -151533 0 0 0 -1319 0 X 0 1 X 1 1 1 X 538431 652934 780059 1143632 1715437 4830493 0 0 0 0 0 0 0 0 0 0 0 0 538431 652934 780059 1143632 1715437 4830493 4830493 21395 16154 23649 108608 -71004 98802 0 0 0 0 0 4161 15366 1692 53821 -20971 54069 4983364 0.96932 0.92533 X Schedule A, Part II, Line 10 Fundraising Events - Gala, Dine-outs, Wine Walk and Breakfast/Lunch Spring Event RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382950 0 -71797 0 0 0 311153 274706 0 108244 0 0 0 382950 236218 15233 23255 0 0 0 274706 213305 5977 16936 0 0 0 236218 186012 6006 21287 0 0 0 213305 0 1 0 0 0 0 Payroll Liabilities 64640 64640 Schedule D, Part V, Line 4 There is a 12-year plan in place and no disbursements will be made during this time. After 2025 the endowment committee will assess and determine if the foundation should start making disbursements. The endowment funds are intended to provide income to cover annual operating expenses such that every additional donation can directly support the foundation's mission. Breakfast/Lunch Spring Event 169867 169867 0 0 0 0 0 0 13622 Gala 130299 118651 11648 0 0 0 0 0 23346 4 20811 9885 10926 0 0 0 0 0 10177 320977 298403 22574 0 0 0 0 0 47145 47145 -24571 0 City of Kenmore 7220 181st Street Kenmore WA 98028 911912254 914750 0 These funds are to provide assistance to Kenmore community members who have struggled during and after COVID. Northshore School District 3330 Monte Villa Parkway Bothell WA 98021 911063475 163154 0 The purpose of these grants was to amplify and complement the educational pursuits provided for by the district. We provide funds and services that would not otherwise be available by funding pilot programs, new innovations, academic scholarships, and program grants. 2 0 Schedule I, Part I, Line 1 The purpose of these grants was to amplify and complement the educational pursuits provided for by the district. We provide funds and services that would not otherwise be available by funding pilot programs, new innovations, academic scholarships and program grants. Schedule I, Part I, Line 2 Grant recipients are asked to sign an attestation that they will use funds as intended by the terms of the grant. They are also asked to complete an annual evaluation that asks them to document the impact that the grant funds had on students. Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the Executive Director and then presented for approval by the Finance Committee and the Executive Board of the Foundation. Once approved at those levels, it is presented to the entire Board. Form 990, Part VI, Section B, Line 12c Every Director and key employee completes-a-conflict of interest disclosure form and they are reviewed in July by the Executive Committee. Form 990, Part VI, Section B, Line 15 An annual review is conducted by the Human Resource Committee of the foundation. Performance is measured by industry standards in a consistent evaluation form. Annual goals are established with supervisor and evaluated annually as well. Self-assessment and supervisor assessment are completed separately. The parties come together and use a matrix to determine overall job performance. Bonuses are calculated based on a matrix of measurable results above goals and budget. Results are discussed with the executive committee and reported to the board at an executive meeting. Form 990, Part VI, Section C, Line 19 The governing documents and financial statements are available upon request.