2021-07-15T15:54:41-05:00 2020-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2019-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 ARTHUR EMERY PRESIDENT 4254564199 2021-07-14 1 ALLEN GILBERT CPA P01380103 4252506100 2021-07-14 2019 2022-09-23 18:48:47Z ARTHUR EMERY PO BOX 40644 BELLEVUE WA 98015 3639926 0 X WWW.BELLEVUESCHOOLSFOUNDATION.ORG X 1979 WA SECURE FUNDING TO PROVIDE BELLEVUE PUBLIC SCHOOL STUDENTS THE BEST POSSIBLE EDUCATION. 23 23 10 100 0 0 1807947 2666707 0 0 50606 72172 -53525 -17309 1805028 2721570 793657 848102 0 0 383704 377188 16772 0 359603 218884 293445 1413017 1518735 392011 1202835 2027399 3602699 202053 498747 1825346 3103952 X THE BELLEVUE SCHOOLS FOUNDATION DEVELOPS, PROMOTES, AND FUNDS THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS. THE FOUNDATION HELPS BRIDGE THE GAP BETWEEN THE BASIC STATE FUNDING AND THE SUPPORT NEEDED FOR EXCELLENT PUBLIC EDUCATION. 1 0 218885 218885 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) 158460 158460 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. 410175 410175 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. 198542 60582 82 198542 60582 82 986062 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 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 12 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 1 1 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 MINDY RICHARDSON ACCOUNTING MANAGER 30.00 X 55940 0 10746 SUE CAMOU-ARRANT INTERIM E.D (THROUGH 6/2020) 40.00 X 0 0 0 MARIA ELENA GEYER EXECUTIVE DIRECTOR (STARTED 5/2020) 40.00 X 0 0 0 ARTHUR EMERY PRESIDENT 10.00 X X 0 0 0 KIMBERLY WALKER PRESIDENT ELECT 1.00 X X 0 0 0 JOHN SEETHOFF PAST PRESIDENT 10.00 X X 0 0 0 CONNIE PETERSON PAST PRESIDENT 1.00 X X 0 0 0 DEB GROVER VP COMMUNITY ENGAGEMENT 1.00 X X 0 0 0 CHRIS MARKS VP COMMUNITY ENGAGEMENT 1.00 X X 0 0 0 EUGENIA LIN YEN VP GRANTMAKING 1.00 X X 0 0 0 ALLISON FREY VP GOVERNANCE 1.00 X X 0 0 0 MATTHEW SCHER VP MAJOR ASKS 1.00 X X 0 0 0 KELLY SILVER SECRETARY 5.00 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 ELAINA HERBER BOARD MEMBER 1.00 X 0 0 0 CHELSEA LIENTZ BOARD MEMBER 1.00 X 0 0 0 MIRANDA LEE BOARD MEMBER (THROUGH 3/2020) 1.00 X 0 0 0 JILL MCLEOD 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 BOB RILEY 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 BRITT WIBMER BOARD MEMBER 1.00 X 0 0 0 55940 0 10746 0 0 0 0 0 940296 104503 1621908 96461 2666707 38193 38193 934944 900965 33979 33979 33979 0 940296 17391 -17391 -17391 OTHER 611110 82 82 82 2721570 82 0 54781 X 840502 840502 7600 7600 105666 34870 26416 44380 223552 73772 55889 93891 19334 6380 4834 8120 28636 9450 7159 12027 8945 199 1193 7553 8549 8549 153015 3584 21519 127912 14102 74 14028 36030 715 20656 14659 12382 275 1651 10456 587 587 6544 6544 IN-KIND EXPENSE 27996 5501 15493 7002 BAD DEBT EXPENSE 18184 18184 CATERING, ROOM RENTAL, 4509 3118 1391 MISCELLANEOUS EXPENSE 2602 22 2580 1518735 986062 173070 359603 375515 1490251 57192 330643 136441 131510 290 2000 11425 3318 1394045 1594383 52491 50594 2027399 3602699 22405 61011 127972 306408 51676 72047 0 59281 202053 498747 X 630917 977362 1194429 2126590 1825346 3103952 2027399 3602699 1202835 75771 0 X X 0 1 X 1 0 X 1783562 1680624 1653118 1807947 2666707 9591958 1783562 1680624 1653118 1807947 2666707 9591958 1398641 8193317 45969 30725 45014 49049 38193 208950 82 82 9800990 0.83600 0.87290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 853474 60000 93539 32000 6143 968870 882127 25000 -11859 37000 4794 853474 801182 25000 77044 16218 4881 882127 728923 27000 85933 37000 3674 801182 700583 25740 42141 35552 3989 728923 0.00000 0.75630 0.24370 1 0 0 X 2942502 75771 136319 212090 2730412 8549 -17391 -8842 2721570 1663896 136319 17391 153710 1510186 8549 8549 1518735 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -17,391. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,391. SPRING FOR SCHOOLS LUNCHEON 940296 940296 8000 5500 3891 940296 940296 8000 5500 3891 17391 -17391 0 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 218885 0 N/A N/A TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 158460 0 N/A N/A PROJECT READINESS BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 410175 0 N/A N/A STUDENT AND TEACHER SUPPORT BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 52982 0 N/A N/A SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS 0 1 SCHOLARSHIPS 9 7600 0 N/A N/A X 11 68465 FAIR MARKET VALUE X 2 4846 FAIR MARKET VALUE X SUPPLIES 1 11180 FAIR MARKET VALUE X OTHER 1 11100 FAIR MARKET VALUE X PRINTING 1 871 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 DUE THE COVID 19 PANDEMIC, THE FOUNDATION HAD UNDERSPENT FUNDS THAT HAD BEEN BUDGETED FOR PROGRAMS. THE BOARD VOTED TO USE THESE FUNDS AT THE DISTRICT REQUEST FOR COVID SUPPORT, SUMMER MEALS AND FAMILY ENGAGEMENT. FORM 990, PART VI, SECTION A, LINE 3 SUE CAMOU ARRANT FROM LOVEALL PRICE & ASSOCIATES LLC WAS HIRED TO ACT AS THE EXECUTIVE DIRECTOR. SHE WAS CONTRACTED TO SERVE IN FULL AUTHORITY AND CAPACITY AS A REGULAR EXECUTIVE DIRECTOR WITH NO DIFFERENCES IN DUTY OR AUTHORITY. SUE REPORTED TO THE TRUSTEES AND HAD FULL AUTHORITY OVER THE DAILY OPERATIONS AND STAFF. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN FEBRUARY 2020 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 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 COMMITTEE ANALYZED THE SURVEY AND PASSED RECOMMENDATIONS ON BUDGET AND INDIVIDUAL ISSUES TO THE EXECUTIVE DIRECTOR FOR DISCUSSION WITH THE EXECUTIVE COMMITTEE. THE PAYROLL BUDGET WAS THEN APPROVED BY THE BOARD. THE EXECUTIVE COMMITTEE PARTICIPATED IN THE INDIVIDUAL COMPENSATION/BENEFITS DECISIONS FOR THE EXECUTIVE DIRECTOR AND FOR ALL OTHER STAFF. THE LAST FULL COMPENSATION REVIEW OCCURRED SUMMER OF 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 67. MANAGEMENT AND GENERAL EXPENSES 405. FUNDRAISING EXPENSES 2,564. TOTAL EXPENSES 3,036. OTHER: PROGRAM SERVICE EXPENSES 3,517. MANAGEMENT AND GENERAL EXPENSES 21,114. FUNDRAISING EXPENSES 125,348. TOTAL EXPENSES 149,979. FORM 990 PART XII, LINE 2C THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTING FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.