2023-07-14T16:29:00-05:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 ALLISON FREY PRESIDENT 4254564199 2023-07-14 1 ALLISON FREY XXX-XX-XXXX ALLEN GILBERT CPA P01380103 4252506100 2023-07-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ALLISON FREY PO BOX 40644 BELLEVUE WA 98015 1979540 0 X WWW.BELLEVUESCHOOLSFOUNDATION.ORG X 1979 WA 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. 15 15 12 100 0 1056 1399708 1471061 0 0 73873 156999 -13214 -103932 1460367 1524128 793931 888618 0 0 435641 380505 0 0 191836 142481 118540 1372053 1387663 88314 136465 3771075 3190965 249849 123987 3521226 3066978 X 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. 0 0 183305 183305 0 TRANSFORMING 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) 281500 281500 0 PROJECT READINESS EVERY STUDENT READY TO LEARN: A SET OF PROGRAMS DESIGNED TO MAKE SURE STUDENTS ARE PREPARED FOR SUCCESS INCLUDING QUALITY EARLY LEARNING FOR HIGH NEEDS CHILDREN AND PROVIDING CULTURALLY-RESPONSIVE ELEMENTARY CLASSROOM LIBRARIES TO SUPPORT AND ENHANCE LITERACY. 292017 292017 0 STUDENT AND TEACHER SUPPORT: PROGRAMS INCLUDE STUDENT MENTAL HEALTH SUPPORT AND 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. 266484 131796 0 OTHER PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE FOOD SUPPORT AT SCHOOLS, COMMUNITY ENGAGEMENT EVENTS, SPANISH VIDEO NEWSLETTER PRODUCTION, POST-VENTION SUPPORT AT SCHOOL, SCHOLARSHIPS, AND A WORKFORCE AFFORDABLE HOUSING STUDY 266484 131796 0 1023306 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 12 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X MINDY RICHARDSON 4254564199 PO BOX 40644 BELLEVUE WA 98015 RACHEL LI TREASURER 5.00 X X 0 0 0 BOB RILEY SECRETARY (THRU 8/22) 2.00 X X 0 0 0 DEB GROVER VP GRANTMAKING 2.00 X X 0 0 0 STEPHANIE FERGUSON VP GOVERNANCE, PRESIDENT ELECT 5.00 X X 0 0 0 MATTHEW SCHER VP DEVELOPMENT 2.00 X X 0 0 0 CHRIS MARKS VP GRANTMAKING 2.00 X X 0 0 0 KIMBERLY WALKER IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 MALINDA ELIEN BOARD MEMBER 1.00 X 0 0 0 GARRETT FENTON BOARD MEMBER 1.00 X 0 0 0 SUSAN ISHII-YIN BOARD MEMBER 1.00 X 0 0 0 CHELSEA LIENTZ BOARD MEMBER 1.00 X 0 0 0 HEIJA NUNN BOARD MEMBER 1.00 X 0 0 0 SARAH PAK-LIN BOARD MEMBER (THRU 8/22) 1.00 X 0 0 0 DEEPA PATTEN BOARD MEMBER 1.00 X 0 0 0 ANDY ROED BOARD MEMBER (THRU 6/22) 1.00 X 0 0 0 CATHERINE SMITH BOARD MEMBER 1.00 X 0 0 0 CHANDANA SURLU BOARD MEMBER 1.00 X 0 0 0 GJANJE SMITH MATHUS BOARD MEMBER (THRU 3/22) 1.00 X 0 0 0 MINDY RICHARDSON FINANCE AND OPERATIONS DIRECTOR 40.00 X 63705 0 13681 JULIET BUDER EXECUTIVE DIRECTOR 40.00 X 61752 0 1853 MARIA ELENA GEYER EXECUTIVE DIRECTOR, RETIRED 4/2021) 40.00 X 16905 0 0 ALLISON FREY PRESIDENT 10.00 X 0 0 0 142362 0 15534 0 0 0 0 0 441142 1029919 80101 1471061 154919 154919 350000 347920 2080 2080 2080 0 441142 107492 -107492 -107492 OTHER INCOME 990099 3560 3560 3560 1524128 0 0 53067 846033 846033 42585 42585 173306 57191 43326 72789 160651 53015 40163 67473 18224 6014 4556 7654 28324 9347 7081 11896 4148 4148 15943 15943 27145 27145 14473 1000 13473 19542 12888 6654 2172 2172 7243 7243 IN-KIND EXPENSE 22700 7172 5432 10096 MISCELLANEOUS EXPENSE 2424 2424 BAD DEBT EXPENSE 1493 1493 CATERING, ROOM RENTAL, 1257 949 308 1387663 1023306 172521 191836 120615 215232 610031 237327 57000 12916 4351 5542 2914738 2666660 64340 53288 3771075 3190965 17663 18320 232186 105667 249849 123987 X 1265716 1256836 2255510 1810142 3521226 3066978 3771075 3190965 136465 -590713 0 X 1 X 0 0 0 X 1653118 1807947 2666707 1399708 1471061 8998541 1653118 1807947 2666707 1399708 1471061 8998541 1308641 7689900 45014 49049 38193 61581 154919 348756 82 3560 3642 9350939 0.82240 0.83610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1133841 0 -166502 42000 5661 919678 968870 202812 32000 5841 1133841 853474 60000 93539 32000 6143 968870 882127 25000 -11859 37000 4794 853474 801182 25000 77044 16218 4881 882127 0.00000 0.79677 0.20323 1 0 0 X 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. SPRING FOR SCHOOLS LUNCHEON 441142 441142 300 36218 23041 47933 441142 441142 300 36218 23041 47933 107492 -107492 0 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 183305 0 N/A N/A TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 281500 0 N/A N/A PROJECT READINESS BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 175990 0 N/A N/A STUDENT SUPPORT BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 205238 0 N/A N/A SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS SCHOLARSHIPS 48 42585 N/A N/A X 13 57401 FAIR MARKET VALUE X OTHER 1 19350 FAIR MARKET VALUE X OFFICE SUPPLIES 2 3350 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE 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 15A BELLEVUE 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 19 THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE UPON REQUEST.