2022-07-15T09:55:34-05:00 2021-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2020-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 KIMBERLY WALKER PRESIDENT 4254564199 2022-07-12 1 KIMBERLY WALKER 999009999 ALLEN GILBERT CPA P01380103 4252506100 2022-07-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIMBERLY WALKER PO BOX 40644 BELLEVUE WA 98015 2686489 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. 23 23 9 75 0 0 2666707 1399708 0 0 72172 73873 -17309 -13214 2721570 1460367 848102 793931 0 0 377188 435641 0 0 269503 293445 142481 1518735 1372053 1202835 88314 3602699 3771075 498747 249849 3103952 3521226 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 212872 212872 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) 301840 301840 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. 255103 255103 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. 152793 24116 0 152793 24116 922608 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 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 4 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MINDY RICHARDSON 4254564199 PO BOX 40644 BELLEVUE WA 98015 MARIA ELENA GEYER EXECUTIVE DIRECTOR (RETIRED 4/2021) 40.00 X 74911 0 0 MINDY RICHARDSON FINANCE & OPERATIONS DIRECTOR 30.00 X 59738 0 0 BRIGID GRAHAM INTERIM EXECUTIVE DIR. (THRU 5/2021) 24.00 X 0 0 0 JULIET BUDER EXECUTIVE DIRECTOR (STARTED 6/2021) 40.00 X 0 0 0 KIMBERLY WALKER PRESIDENT 10.00 X X 0 0 0 ARTHUR EMERY PAST PRESIDENT 1.00 X X 0 0 0 ALLISON FREY PRESIDENT ELECT 1.00 X X 0 0 0 CHRIS MARKS VP GRANTMAKING 1.00 X X 0 0 0 MATTHEW SCHER VP MAJOR ASKS 1.00 X X 0 0 0 EUGENIA LIN YEN VP GOVERNANCE 1.00 X X 0 0 0 DEB GROVER VP GRANTMAKING 1.00 X X 0 0 0 BOB RILEY SECRETARY 1.00 X X 0 0 0 JUSTIN BIRD TREASURER 5.00 X X 0 0 0 STEPHANIE FERGUSON BOARD MEMBER 1.00 X 0 0 0 KATIE FORD BOARD MEMBER 1.00 X 0 0 0 SUSAN ISHII-YIN BOARD MEMBER 1.00 X 0 0 0 RACHEL LI BOARD MEMBER 1.00 X 0 0 0 CHELSEA LIENTZ BOARD MEMBER 1.00 X 0 0 0 ELAINA MORRIS BOARD MEMBER 1.00 X 0 0 0 HEIJA NUNN BOARD MEMBER 1.00 X 0 0 0 SARAH PAK-LIN BOARD MEMBER 1.00 X 0 0 0 CONNIE PETERSON BOARD MEMBER 1.00 X 0 0 0 ANDY ROED BOARD MEMBER 1.00 X 0 0 0 CARLOS SIERRA-MARTIN BOARD MEMBER 1.00 X 0 0 0 CATHERINE SMITH BOARD MEMBER 1.00 X 0 0 0 GJANJE SMITH MATHUS BOARD MEMBER 1.00 X 0 0 0 BRITT WIBMER BOARD MEMBER 1.00 X 0 0 0 134649 0 0 0 0 0 0 0 540997 140459 718252 72529 1399708 61581 61581 1225200 1212908 12292 12292 12292 0 540997 13214 -13214 -13214 1460367 0 0 60659 783631 783631 10300 10300 212163 51270 38841 122052 176316 58184 44079 74053 18619 6144 4655 7820 28543 9419 7136 11988 7904 7904 7000 7000 14687 14687 24648 160 16975 7513 6956 6956 28594 16212 12382 2398 2398 6431 6431 6751 6751 BAD DEBT EXPENSE 19291 19291 IN-KIND EXPENSE 10772 3500 3212 4060 MISCELLANEOUS EXPENSE 3661 3661 CATERING, ROOM RENTAL, 3388 3388 1372053 922608 179942 269503 1490251 120615 330643 610031 131510 57000 2000 0 3318 4351 1594383 2914738 50594 64340 3602699 3771075 61011 17663 306408 232186 72047 0 59281 0 498747 249849 X 977362 1265716 2126590 2255510 3103952 3521226 3602699 3771075 88314 328960 0 X 1 X 0 0 0 X 1680624 1653118 1807947 2666707 1399708 9208104 1680624 1653118 1807947 2666707 1399708 9208104 1321578 7886526 30725 45014 49049 38193 61581 224562 82 82 9432748 0.83610 0.83600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 968870 0 202812 32000 5841 1133841 853474 60000 93539 32000 6143 968870 882127 25000 -11859 37000 4794 853474 801182 25000 77044 16218 4881 882127 728923 27000 85933 37000 3674 801182 0.00000 0.64627 0.35373 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 540997 540997 10000 3214 540997 540997 10000 3214 13214 -13214 0 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 212872 0 N/A N/A TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 301840 0 N/A N/A PROJECT READINESS BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 173565 0 N/A N/A STUDENT AND TEACHER SUPPORT BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 95354 0 N/A N/A SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS 1 0 SCHOLARSHIPS 3 10300 0 N/A N/A X 8 61757 FAIR MARKET VALUE X OFFICE SUPPLIES 2 7716 FAIR MARKET VALUE X OTHER 1 3056 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION'S INTERIM EXECUTIVE DIRECTOR WAS HIRED AS AN INDEPENDENT CONTRACTOR. SHE WAS CONTRACTED TO SERVE IN FULL AUTHORITY AND CAPACITY AS A REGULAR EXECUTIVE WITH NO DIFFERENCES IN DUTY OR AUTHORITY. SHE REPORTS TO THE TRUSTEES AND HAD FULL AUTHORITY OVER THE DAILY OPERATIONS AND STAFF. 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 SUBSCRIBED TO UNITED WAY'S NON-PROFIT SALARY REPORT 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 SURVEY. THE EXECUTIVE DIRECTOR AND THE FINANCE AND OPERATIONS DIRECTOR ANALYZED THE SURVEY AND MADE RECOMMENDATIONS ON BUDGET AND INDIVIUAL 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.