BELLEVUE SCHOOLS FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BELLEVUE SCHOOLS FOUNDATION (EIN 91-1080997)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-07-10
- IRS object ID
- 202031929349302003
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T12:24:10-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911080997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLEVUE SCHOOLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 4254564199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40644 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR EMERY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4254564199 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN GILBERT CPA | PreparerPersonNm |
| PTIN | P01380103 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2020-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 09:49:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB8FE41F7A1541848066F2058C3AF12D9D3FCB15 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13D2D6CE62C2C3BC6CBA5B3F38E71F8D2ADB3C18 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARTHUR EMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40644 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,597,828 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BELLEVUESCHOOLSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SECURE FUNDING TO PROVIDE BELLEVUE PUBLIC SCHOOL STUDENTS THE BEST POSSIBLE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,653,118 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,807,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$42,965 | PYOtherRevenueAmt |
| CY Other Revenue | -$53,525 | CYOtherRevenueAmt |
| PY Total Revenue | $1,657,834 | PYTotalRevenueAmt |
| CY Total Revenue | $1,805,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,033,554 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $793,657 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $394,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $383,704 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,518 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,772 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $282,811 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $147,990 | PYOtherExpensesAmt |
| CY Other Expenses | $218,884 | CYOtherExpensesAmt |
| PY Total Expenses | $1,577,727 | PYTotalExpensesAmt |
| CY Total Expenses | $1,413,017 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $80,107 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $392,011 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,748,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,027,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $255,063 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $202,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,493,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,825,346 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $392,228 | ExpenseAmt |
| Grant | $392,228 | GrantAmt |
| Desc | TRANSFORMING EDUCATION: A SET OF INITIATIVES DESIGNED TO ENCOURAGE INNOVATION, EXCELLENCE, AND RIGOR IN ACADEMICS. INITIATIVES INCLUDE PROJECT-BASED LEARNING; SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) CURRICULUM; COLLEGE AND CAREER PREPARATION; MENTORING PROGRAMS; MIDDLE SCHOOL INNOVATION; SAMMAMISH LEADS SUMMER PROGRAM; AND TEALS GRANTS FOR COMPUTER SCIENCE AND TECHNOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $138,435 | ExpenseAmt |
| Grant | $138,435 | GrantAmt |
| Desc | PROJECT READINESS EVERY STUDENT READY TO LEARN: A SET OF PROGRAMS DESIGNED TO MAKE SURE STUDENTS ARE PREPARED TO TAKE ON THE ACADEMIC CHALLENGES OF BELLEVUE'S HIGH EXPECTATIONS, WORK FOCUSED ON EARLY READING INTERVENTION TO SUPPORT CHILDREN IN ELEMENTARY SCHOOLS IN BECOMING PROFICIENT READERS BY GRADE 3. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $171,907 | ExpenseAmt |
| Grant | $166,907 | GrantAmt |
| Desc | STUDENT AND TEACHER SUPPORT: GRANTS THAT SUPPORT STUDENTS, TEACHERS, AND MENTORS IN DEVELOPING THE SKILLS TO BE THEIR BEST. PROGRAMS INCLUDE NATIONAL BOARD CERTIFICATION SUPPORT FOR TEACHERS, MENTORING PROGRAM, ADVANCEMENT VIA INDIVIDUAL DETERMINATION (AVID), STUDY SKILLS, MUSIC GRANTS FOR INSTRUMENT PURCHASE AND REPAIR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $238,661 | ExpenseAmt |
| Grant | $96,087 | GrantAmt |
| Revenue | $212 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $238,661 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $96,087 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $212 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $941,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINDY RICHARDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4254564199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40644 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ARTHUR EMERY | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN SEETHOFF | ||||||
| PAST PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNN JANATA | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY SILVER | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUSTIN BIRD | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLISON FREY | ||||||
| VP GOVERNANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHELSEA LIENTZ | ||||||
| VP MARKETING | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS MARKS | ||||||
| VP COMMUNITY ENGAGEMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEIJA NUNN | ||||||
| VP MAJOR EVENTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW SCHER | ||||||
| VP MAJOR ASKS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE SMITH | ||||||
| VP COMMUNITY ENGAGEMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EUGENIA LIN YEN | ||||||
| VP GRANTMAKING | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE FERGUSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE FORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEB GROVER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELAINA HERBER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANNE HEYWOOD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIRANDA LEE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL MCLEOD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH PAK-LIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE PETERSON | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH RASKIND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB RILEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY ROED | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS SIERRA-MARTIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY WALKER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRITT WIBMER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE CAMOU-ARRANT STARTED 719 | ||||||
| INTERIM EXECUTIVE DIRECTOR | 24.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN JUNIEL LEFT MAY 2019 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $89,929 | $0 | $0 | |
| MINDY RICHARDSON | ||||||
| ACCOUNTING MANAGER | 30.00 | Yes (X) | $47,888 | $0 | $8,988 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $137,817 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $711,339 | FundraisingAmt |
| Government Grants | $166,770 | GovernmentGrantsAmt |
| All Other Contributions | $929,838 | AllOtherContributionsAmt |
| Noncash Contributions | $32,338 | NoncashContributionsAmt |
| Total Contributions | $1,807,947 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,049 | TotalRevenueColumnAmt |
| Exclusion | $49,049 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $697,295 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $695,738 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,557 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,557 | TotalRevenueColumnAmt |
| Exclusion | $1,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $711,339 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $97,062 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,737 | TotalRevenueColumnAmt |
| Exclusion | -$53,737 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $212 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,805,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,131 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,657 | TotalAmt |
| Program Services | $793,657 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,477 | TotalAmt |
| Program Services | $49,327 | ProgramServicesAmt |
| Management And General | $37,370 | ManagementAndGeneralAmt |
| Fundraising | $62,780 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,034 | TotalAmt |
| Program Services | $62,711 | ProgramServicesAmt |
| Management And General | $47,508 | ManagementAndGeneralAmt |
| Fundraising | $79,815 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,012 | TotalAmt |
| Program Services | $3,964 | ProgramServicesAmt |
| Management And General | $3,003 | ManagementAndGeneralAmt |
| Fundraising | $5,045 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,181 | TotalAmt |
| Program Services | $10,620 | ProgramServicesAmt |
| Management And General | $8,045 | ManagementAndGeneralAmt |
| Fundraising | $13,516 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,797 | TotalAmt |
| Management And General | $2,797 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,950 | TotalAmt |
| Management And General | $3,950 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,772 | TotalAmt |
| Fundraising | $16,772 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,760 | TotalAmt |
| Management And General | $7,760 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,962 | TotalAmt |
| Program Services | $3,147 | ProgramServicesAmt |
| Management And General | $3,188 | ManagementAndGeneralAmt |
| Fundraising | $38,627 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,442 | TotalAmt |
| Program Services | $3,516 | ProgramServicesAmt |
| Fundraising | $19,926 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,539 | TotalAmt |
| Program Services | $3,825 | ProgramServicesAmt |
| Management And General | $24,132 | ManagementAndGeneralAmt |
| Fundraising | $35,582 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,977 | TotalAmt |
| Management And General | $15,977 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,865 | TotalAmt |
| Program Services | $2,430 | ProgramServicesAmt |
| Management And General | $28,435 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,833 | TotalAmt |
| Management And General | $5,833 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $8,825 | $1,412 | $618 | $6,795 |
| OTHER TANGIBLE IN-KIND | $5,800 | $5,800 | ||
| COMMUNITY RELATIONS | $2,160 | $346 | $151 | $1,663 |
| VOLUNTEER RECOGNITION | $1,606 | $257 | $112 | $1,237 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368 | TotalAmt |
| Program Services | $219 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
| Fundraising | $1,053 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,017 | TotalAmt |
| Program Services | $941,231 | ProgramServicesAmt |
| Management And General | $188,975 | ManagementAndGeneralAmt |
| Fundraising | $282,811 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39 | BOYAmt |
| EOY | $375,515 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,749 | BOYAmt |
| EOY | $57,192 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,886 | BOYAmt |
| EOY | $136,441 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,368 | BOYAmt |
| EOY | $290 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,271 | BOYAmt |
| EOY | $11,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,652 | BOYAmt |
| EOY | $1,394,045 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,775 | BOYAmt |
| EOY | $52,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,740 | BOYAmt |
| EOY | $2,027,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,447 | BOYAmt |
| EOY | $22,405 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,670 | BOYAmt |
| EOY | $127,972 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,946 | BOYAmt |
| EOY | $51,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,063 | BOYAmt |
| EOY | $202,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,461 | BOYAmt |
| EOY | $630,917 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,445 | BOYAmt |
| EOY | $521,658 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,771 | BOYAmt |
| EOY | $672,771 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,493,677 | BOYAmt |
| EOY | $1,825,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,740 | BOYAmt |
| EOY | $2,027,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $392,011 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$60,342 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,971,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,783,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,680,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,653,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,807,947 | CurrentTaxYearAmt |
| Total | $8,896,623 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,971,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,783,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,680,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,653,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,807,947 | CurrentTaxYearAmt |
| Total | $8,896,623 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $938,902 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,957,721 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,049 | CurrentTaxYearAmt |
| Total | $219,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,116,300 | TotalSupportAmt |
| Public Support CY170 | 0.87290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $882,127 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,859 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,000 | OtherExpendituresAmt |
| Administrative Expenses | $4,794 | AdministrativeExpensesAmt |
| End Year Balance | $853,474 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $801,182 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $77,044 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,218 | OtherExpendituresAmt |
| Administrative Expenses | $4,881 | AdministrativeExpensesAmt |
| End Year Balance | $882,127 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $728,923 | BeginningYearBalanceAmt |
| Contributions | $27,000 | ContributionsAmt |
| Investment Earnings Or Losses | $85,933 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,674 | AdministrativeExpensesAmt |
| End Year Balance | $801,182 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $700,583 | BeginningYearBalanceAmt |
| Contributions | $25,740 | ContributionsAmt |
| Investment Earnings Or Losses | $42,141 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,552 | OtherExpendituresAmt |
| Administrative Expenses | $3,989 | AdministrativeExpensesAmt |
| End Year Balance | $728,923 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $711,780 | BeginningYearBalanceAmt |
| Contributions | $25,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,055 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,432 | OtherExpendituresAmt |
| Administrative Expenses | $3,110 | AdministrativeExpensesAmt |
| End Year Balance | $700,583 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,949,059 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$60,342 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $158,395 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $98,053 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,851,006 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,760 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$53,738 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$45,978 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,805,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,628,631 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $158,395 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $64,979 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $223,374 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,405,257 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,760 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,760 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,413,017 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -53,738. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 64,979. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BETTER FUNDRAISING COMPANY | |||||||||||||
| PO BOX 1563 | EDMONDS | WA | 98020 | FUNDRAISING COACHING | 0 | $0 | $10,500 | -$10,500 | |||||
| METASOFT SYSTEMS INC | |||||||||||||
| GRANT RESEARCH | 0 | $0 | $7,655 | -$7,655 | SUITE 300-353 WATER ST | VANCOUVER | BC | CA | V6B 1B8 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,155 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,155 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING FOR SCHOOLS LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $754,664 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $711,339 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $43,325 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $44,109 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $37,867 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,086 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $754,664 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $711,339 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,325 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $44,109 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $37,867 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,086 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $97,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$53,737 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| BELLEVUE SCHOOL DISTRICT | ||||||
| POST OFFICE BOX 90010 | BELLEVUE | WA | 98009 | 916001637 | $392,228 | TRANSFORMING EDUCATION |
| BELLEVUE SCHOOL DISTRICT | ||||||
| POST OFFICE BOX 90010 | BELLEVUE | WA | 98009 | 916001637 | $138,435 | PROJECT READINESS |
| BELLEVUE SCHOOL DISTRICT | ||||||
| POST OFFICE BOX 90010 | BELLEVUE | WA | 98009 | 916001637 | $166,907 | STUDENT AND TEACHER SUPPORT |
| BELLEVUE SCHOOL DISTRICT | ||||||
| POST OFFICE BOX 90010 | BELLEVUE | WA | 98009 | 916001637 | $96,087 | SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,111 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,872 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRINTING | 1 | $6,229 | FAIR MARKET VALUE |
| Yes (X) | PIANO | 1 | $5,000 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 1 | $3,437 | FAIR MARKET VALUE |
| Yes (X) | OTHER (TICKETS, SIGNED BASEBALL) | 1 | $800 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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 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 FIELD 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 15 | 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 XII, LINE 2C: | THE PROCESS OF SELECTION AND OVERSIGHT OF THE AUDIT HAS NOT CHANGED OVER THE PRIOR YEAR. |
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