2020-07-10T12:24:10-05:00 2019-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2018-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 ARTHUR EMERY PRESIDENT 4254564199 2020-07-02 1 ALLEN GILBERT CPA P01380103 4252506100 2020-07-02 67.137.57.251 2020-07-02 09:49:25 PD P CB8FE41F7A1541848066F2058C3AF12D9D3FCB15 13D2D6CE62C2C3BC6CBA5B3F38E71F8D2ADB3C18 2018 2021-01-29 14:40:06Z ARTHUR EMERY PO BOX 40644 BELLEVUE WA 98015 2597828 0 X WWW.BELLEVUESCHOOLSFOUNDATION.ORG X 1979 WA SECURE FUNDING TO PROVIDE BELLEVUE PUBLIC SCHOOL STUDENTS THE BEST POSSIBLE EDUCATION. 27 27 8 300 0 0 1653118 1807947 0 0 47681 50606 -42965 -53525 1657834 1805028 1033554 793657 0 0 394665 383704 1518 16772 282811 147990 218884 1577727 1413017 80107 392011 1748740 2027399 255063 202053 1493677 1825346 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. 0 0 392228 392228 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. 138435 138435 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. 171907 166907 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. 238661 96087 212 238661 96087 212 941231 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MINDY RICHARDSON 4254564199 PO BOX 40644 BELLEVUE WA 98015 ARTHUR EMERY PRESIDENT ELECT 1.00 X X 0 0 0 JOHN SEETHOFF PAST PRESIDENT 10.00 X X 0 0 0 LYNN JANATA IMMEDIATE PAST PRESIDENT 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 ALLISON FREY VP GOVERNANCE 1.00 X X 0 0 0 CHELSEA LIENTZ VP MARKETING 1.00 X X 0 0 0 CHRIS MARKS VP COMMUNITY ENGAGEMENT 1.00 X X 0 0 0 HEIJA NUNN VP MAJOR EVENTS 1.00 X X 0 0 0 MATTHEW SCHER VP MAJOR ASKS 1.00 X X 0 0 0 CATHERINE SMITH VP COMMUNITY ENGAGEMENT 1.00 X X 0 0 0 EUGENIA LIN YEN VP GRANTMAKING 1.00 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 DEB GROVER BOARD MEMBER 1.00 X 0 0 0 ELAINA HERBER BOARD MEMBER 1.00 X 0 0 0 MARIANNE HEYWOOD BOARD MEMBER 1.00 X 0 0 0 MIRANDA LEE BOARD MEMBER 1.00 X 0 0 0 JILL MCLEOD BOARD MEMBER 1.00 X 0 0 0 SARAH PAK-LIN BOARD MEMBER 1.00 X 0 0 0 CONNIE PETERSON PAST PRESIDENT 1.00 X 0 0 0 RUTH RASKIND 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 KIMBERLY WALKER BOARD MEMBER 1.00 X 0 0 0 BRITT WIBMER BOARD MEMBER 1.00 X 0 0 0 SUE CAMOU-ARRANT STARTED 719 INTERIM EXECUTIVE DIRECTOR 24.00 X 0 0 0 LYNN JUNIEL LEFT MAY 2019 EXECUTIVE DIRECTOR 40.00 X 89929 0 0 MINDY RICHARDSON ACCOUNTING MANAGER 30.00 X 47888 0 8988 137817 0 8988 0 0 0 0 0 711339 166770 929838 32338 1807947 49049 49049 697295 695738 1557 1557 1557 43325 711339 97062 -53737 -53737 OTHER 900099 212 212 212 1805028 212 0 -3131 793657 793657 149477 49327 37370 62780 190034 62711 47508 79815 12012 3964 3003 5045 32181 10620 8045 13516 2797 2797 3950 3950 16772 16772 7760 7760 44962 3147 3188 38627 23442 3516 19926 63539 3825 24132 35582 15977 15977 30865 2430 28435 5833 5833 BAD DEBT EXPENSE 8825 1412 618 6795 OTHER TANGIBLE IN-KIND 5800 5800 COMMUNITY RELATIONS 2160 346 151 1663 VOLUNTEER RECOGNITION 1606 257 112 1237 1368 219 96 1053 1413017 941231 188975 282811 39 375515 270749 57192 130886 136441 1368 290 5271 11425 0 0 0 0 1286652 1394045 53775 52491 1748740 2027399 10447 22405 237670 127972 6946 51676 255063 202053 X 353461 630917 492445 521658 647771 672771 1493677 1825346 1748740 2027399 392011 -60342 0 X X 0 1 X 1 0 X 1971372 1783562 1680624 1653118 1807947 8896623 1971372 1783562 1680624 1653118 1807947 8896623 938902 7957721 48920 45969 30725 45014 49049 219677 9116300 0.87290 0.86810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 882127 25000 -11859 37000 4794 853474 801182 25000 77044 0 16218 4881 882127 728923 27000 85933 0 37000 3674 801182 700583 25740 42141 0 35552 3989 728923 711780 25400 -6055 27432 3110 700583 0.79000 0.21000 1 0 0 X 1949059 -60342 158395 98053 1851006 7760 -53738 -45978 1805028 1628631 158395 64979 223374 1405257 7760 7760 1413017 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. X X X X X X X 0 THE BETTER FUNDRAISING COMPANY PO BOX 1563 EDMONDS WA 98020 FUNDRAISING COACHING 0 0 10500 -10500 METASOFT SYSTEMS INC SUITE 300-353 WATER ST VANCOUVER BC CA V6B 1B8 GRANT RESEARCH 0 0 7655 -7655 18155 -18155 SPRING FOR SCHOOLS LUNCHEON 754664 711339 43325 44109 37867 15086 754664 711339 43325 44109 37867 15086 97062 -53737 0 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 392228 TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 138435 PROJECT READINESS BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 166907 STUDENT AND TEACHER SUPPORT BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 96087 SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS X 22 125111 FAIR MARKET VALUE X 23 16872 FAIR MARKET VALUE X PRINTING 1 6229 FAIR MARKET VALUE X PIANO 1 5000 FAIR MARKET VALUE X SUPPLIES 1 3437 FAIR MARKET VALUE X OTHER (TICKETS, SIGNED BASEBALL) 1 800 FAIR MARKET VALUE 0 1 0 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.