2013-02-12T15:22:49-06:00 2012-06-30 911275259 SMITH BUNDAY BERMAN BRITTON PS 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 980051959 990 2011-07-01 911051671 BELLEVUE COLLEGE FOUNDATION BELL 4255645074 3000 LANDERHOLM CIRCLE SE BELLEVUE WA 980076484 AL DUNNELL 4255645074 2013-01-31 1 ROB KLEE P01384134 4258278255 2011 2016-02-25 16:41:14Z AL DUNNELL 3000 LANDERHOLM CIRCLE SE BELLEVUE WA 98007 3706734 0 X WWW.BELLEVUECOLLEGE.EDU/FOUNDATION X 1978 WA SUPPORTS BELLEVUE COLLEGE, ITS FACULTY AND ITS STUDENTS.(SEE FULL DESCRIPTION IN SCHEDULE O.) BELLEVUE COLLEGE FOUNDATION ("BCF") WORKS IN TANDEM WITH BELLEVUE COLLEGE TO GENERATE FUNDS FOR THE SCHOOL, SHARING STAFF AND FACILITIES WITH THE COLLEGE. BCF COMPLETED A MULTI-YEAR FUNDRAISING CAMPAIGN WITH THE COLLEGE AS OF 6/30/11. DUE TO REGULATORY REQUIREMENTS MUCH OF THIS FUNDING HAS OR WILL BYPASS BCF AND BE PAID DIRECTLY TO THE COLLEGE.THE FOUNDATION ADMINISTERS DONOR RESTRICTED FUNDS FOR THE BENEFIT OF VARIOUS DEPARTMENTS AND PROGRAMS OF BELLEVUE COLLEGE, FOR STUDENT SCHOLARSHIPS AND FOR FACULTY EXCELLENCE. 35 35 0 35 0 0 2653722 1646026 25752 28365 147202 288885 0 0 2826676 1963276 682037 701061 0 0 235351 241833 12300 0 186216 281624 223785 1211312 1166679 1615364 796597 6317997 6810279 142772 28326 6175225 6781953 THE MISSION OF THE BELLEVUE COLLEGE FOUNDATION IS TO RAISE FUNDS TO SUPPORT QUALITY EDUCATION AND LEARNING OPPORTUNITIES FOR ALL BELLEVUE COLLEGE STUDENTS. 0 0 532876 525502 28365 BELLEVUE COLLEGE FOUNDATION ("BCF") PROVIDED 271 GRANTS TO BELLEVUE COLLEGE AND TO A WIDE RANGE OF ITS PROGRAMS, ACTIVITIES AND DEPARTMENTS TO ENABLE INNOVATIONS, ENHANCEMENTS AND EXCELLENCE THAT WOULD NOT HAVE BEEN POSSIBLE RELYING SOLELY ON DIMINISHING STATE FUNDING AND ON TUITION PAID BY STUDENTS. AMONG THESE GRANTS WERE 7 COMPETITIVE AWARDS OFFERED BY BCF TO FACULTY WHO DEVELOPED PROPOSALS FOR SPECIFIC NEW PROGRAMS, FOR CURRICULUM ENHANCEMENTS AND FOR NEW OR ENHANCED INSTRUCTIONAL RESOURCES. PROGRAM REVENUE REFLECTS 933 INTERNATIONAL STUDENTS ENROLLED AT BELLEVUE COLLEGE UNDER A SHARED FUNDING AGREEMENT BETWEEN BCF AND THE COLLEGE. 182080 171253 THE BELLEVUE COLLEGE FOUNDATION ("BCF") AWARDED SCHOLARSHIPS TO NEEDY, DESERVING AND CAPABLE STUDENTS TO ENABLE THEM TO ATTEND BELLEVUE COLLEGE, TO EXCEL IN THEIR STUDIES OR TO CONTINUE THEIR STUDIES WHEN FACED WITH UNEXPECTED FINANCIAL CRISES. TUITION, FEES AND/OR BOOK EXPENSE SCHOLARSHIPS WERE AWARDED TO 210 INDIVIDUAL STUDENTS MAKING IT POSSIBLE FOR THEM TO PURSUE DEGREES. ADDITIONALLY, 126 YOUNG FAMILIES OR SINGLE-PARENT BELLEVUE COLLEGE STUDENTS WERE AWARDED CHILDCARE SCHOLARSHIPS PROVIDING CARE FOR YOUNG CHILDREN TO ENABLE THE PARENTS TO ATTEND CLASSES. EMERGENCY AID WAS EXTENDED TO 80 STUDENTS TO MAKE IT POSSIBLE FOR THEM TO CONTINUE THEIR STUDIES WHEN FACED WITH SUDDEN, UNEXPECTED CIRCUMSTANCES THAT WOULD OTHERWISE LIKELY HAVE CAUSED THEM TO ABANDON THEIR EDUCATIONS. 6316 4306 BELLEVUE COLLEGE FOUNDATION ("BCF") ENCOURAGES, RECOGNIZES AND REWARDS THE CREATIVE LEADERSHIP, CARE FOR STUDENTS, AND DRIVE FOR EXCEPTIONAL ACCOMPLISHMENTS EMBODIED IN THE FULL-TIME AND PART-TIME FACULTY, THE STAFF AND THE ADMINISTRATORS OF BELLEVUE COLLEGE. DURING THIS YEAR 4 INDIVIDUALS, NOMINATED BY THEIR PEERS AND THEIR STUDENTS, WERE RECOGNIZED WITH BCF'S "MARGIN OF EXCELLENCE" AWARDS FOR THEIR EXCEPTIONAL AND INSPIRATIONAL DEDICATION AND SERVICE TO STUDENTS, TO STUDENT SUCCESS AND TO BELLEVUE COLLEGE. 721272 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X PAUL FEAVEL AT BELLEVUE COLLEGE 4255642386 3000 LANDERHOLM CIRCLE SE BELLEVUE WA 98007 PETER ADLER 2.00 X 0 0 0 ROBERT MCKENNA 2.00 X 0 0 0 PAUL A SWEGLE 2.00 X X 0 0 0 JOHN STUART CALHOUN 2.00 X 0 0 0 DALE KING 2.00 X 0 0 0 LAURA CELIS 2.00 X 0 0 0 JAMES CHESEMORE 2.00 X 0 0 0 MICHAEL C HUMPHRIES 2.00 X 0 0 0 SOPHIE HAGER HUME 2.00 X 0 0 0 CAROL M TAYLOR 2.00 X 0 0 0 DELLANIE FRAGNOLI 2.00 X 0 0 0 SHIV BATRA 2.00 X 0 0 0 SARAH LANGTON 2.00 X 0 0 0 LOUISE COOLEY 2.00 X 0 0 0 COURTNEY COURTER 2.00 X 0 0 0 DONALD L GRANT 2.00 X 0 0 0 ALFRED W DUNNELL 4.00 X X 0 0 0 CHERYL A GUNDERSON 2.00 X 0 0 0 BILL G KENT 6.00 X X 0 0 0 STEVE LITZOW 2.00 X 0 0 0 CYRUS HABIB 2.00 X 0 0 0 CISCO MALPARTIDA SMITH 2.00 X 0 0 0 AMY HEDIN 2.00 X 0 0 0 ANGELA LEPLEY 2.00 X 0 0 0 STAN ROSEN 2.00 X 0 0 0 FAITH ROLAND 2.00 X 0 0 0 RUDIGER RUDY WOLF 2.00 X 0 0 0 ANASTASIA WYSS-SCHOENBORN 2.00 X 0 0 0 ROBIN NELSON 2.00 X 0 0 0 SAM CHUGHTAI 2.00 X 0 0 0 JIM COUGHLIN 2.00 X 0 0 0 JOSHUA SCHAER 2.00 X 0 0 0 MARK PELLEGRINO 2.00 X 0 0 0 MARY CABRIAN 2.00 X 0 0 0 CHAD A WALL 2.00 X 0 0 0 GAYNOR HILLS 20.00 X 0 67642 17273 PAUL FEAVEL 36.00 X 0 87849 18818 LAURENCE HERRON 10.00 X 0 28988 2711 0 184479 38802 0 0 0 0 0 1646026 143249 1646026 INTERNT'L STUDENT SERV 561000 28365 28365 28365 174543 174543 1857800 1743458 114342 114342 114342 1963276 28365 0 288885 525502 525502 175559 175559 111608 5149 89465 16994 97204 45931 51273 5281 2634 2647 19263 10157 9106 8477 3989 4488 10733 5889 4844 34375 34375 18642 9173 9469 65601 876 64725 9930 6596 3334 8731 8731 3782 3782 1984 1984 MEALS (DONORS AND ADMIN 34346 7991 26355 BAD DEBT EXPENSE (PLEDG 27452 27452 MISCELLANEOUS 4697 4697 DONOR RECOGNITION 3512 3512 1166679 721272 259191 186216 101998 395845 309611 212204 426169 524173 15690 12170 3961314 3707310 473060 1503215 1485517 6317997 6810279 37295 2567 30477 25759 75000 0 142772 28326 X 312115 229727 2429554 2496703 3433556 4055523 6175225 6781953 6317997 6810279 X 796597 -189869 X X 0 1 1 X 0 X 636752 691260 782569 934141 1456167 4500889 636752 691260 782569 934141 1456167 4500889 1064446 3436443 181042 104153 109859 144508 174543 714105 5214994 89465 0.65900 0.81690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3433556 621967 4055523 1897584 1535972 3433556 1861134 36450 1897584 1849954 11180 1861134 1.00000 1 0 0 DFA US CORE EQUITY I 473060 C 473060 FUNDS HELD IN TRUST BY UNRELATED OUTSIDE ORGANIZATIONS 1485517 1485517 1963276 1166679 796597 -234553 -189869 -424422 372175 1625931 -234179 55113 31580 -147486 1773417 189859 189859 1963276 1253756 55113 31964 87077 1166679 0 1166679 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE CURRENT INCOME FOR THE PURPOSES OF FUNDING SCHOLARSHIPS AND OTHER PROGRAM ACTIVITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: SECTION 481(A) ADJUSTMENT - YEAR 3 -189,859. OTHER -10. TOTAL TO SCHEDULE D, PART XI, LINE 8: -189,869. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERNALLY GENERATED CUSTODIAL FEES REMOVED FROM EXPENSES 22,971. EXPENSES ASSOCIATED WITH AUTOMOBILE CONTRIBUTIONS 8,609. PART XII, LINE 4B - OTHER ADJUSTMENTS: SECTION 481(A) ADJUSTMENT - CHANGE IN ACCOUNTING FROM CASH TO ACCRUAL 189,859. PART XIII, LINE 2D - OTHER ADJUSTMENTS: INTERNALLY GENERATED CUSTODIAL FEES REMOVED FROM EXPENSES 22,971. EXPENSES ASSOCIATED WITH AUTOMOBILE CONTRIBUTIONS AND OTHER 8,993. 1 BELLEVUE COLLEGE 3000 LANDERHOLM CIRCLE SE BELLEVUE WA 98007 910819265 501(C)(1) 525502 FUNDING BELLEVUE COLLEGE PROGRAMS, ACTIVITIES AND DEPARTMENTS TO ENABLE INNOVATIONS, ENHANCEMENTS AND EXCELLENCE.GE PROGRAMS, ACTIVITIES AND DEPARTMENTS TO ENABLE INNOVATIONS, ENHANCEMENTS AND EXCELLENCE. 1 SCHOLARSHIPS FOR TUITION REDUCTION AND CHILDCARE SUBSIDIES 336 169253 SCHOLARSHIPS IN THE FORM OF EMERGENCY AID 80 2000 AWARDS TO BELLEVUE COLLEGE FACULTY AND STAFF 4 4306 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RECIPIENTS OF GRANTS FROM THE BELLEVUE COLLEGE FOUNDATION ARE REQUIRED TO FILE REPORTS SUMMARIZING HOW FUNDS WERE USED AND EVALUATING THE PROJECT UPON COMPLETION. FOR MAJOR GRANTS, BCF STAFF, INCLUDING THE EXECTUTIVE DIRECTOR, VERIFY THE ACTIVITY IN A VARIETY OF WAYS,INCLUDING, BUT NOT LIMITED TO VISITING THE PROGRAM, TOURING THE FACILITY, EXAMINING THE EQUIPMENT OR WITNESSING THE USE OF THE GRANT MONEY, AND ATTENDING THE EVENTS RELATED TO THE USE OF FUNDS. PART III, ASSISTANCE TO INDIVIDUALS: SCHOLARSHIP AWARD PAYMENTS FOR TUITION, FEES AND BOOKS ARE REMITTED TO BELLEVUE COLLEGE. CHILDCARE SCHOLARSHIPS ARE PAID TO PARTICIPATING CHILDCARE PROVIDER AGENCIES. EMERGENCY FUNDS IN INCREMENTS OF $25-$100 ARE PROVIDED DIRECTLY TO STUDENTS IN THE FORM OF PREPAID PAYMENT CARDS FOR URGENTLY NEEDED FOOD, TRANSPORTATION OR HOUSING. X 32 12791 NET PROCEEDS X 2 92121 SALES PRICE X GREENS FEES 1 19500 COST X TANGIBLE GOODS 17 8372 COMPARABLE SALES VALUES X ADVERTISING 1 8402 COST X DONATED SERVICES/LODGING 6 2063 COST 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): REPORTED INFORMATION IS BASED ON THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 DRAFT IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. UPON APPROVAL, FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR COMMENT AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, BOARD MEMBERS AND BOARD COMMITTEE MEMBERS,EXECUTIVE EMPLOYEES AND ANY OTHER MANAGER OR SUPERVISOR IDENTIFIED BY THE BOARD OF DIRECTORS ("BOD") OR BOARD PRESIDENT AS EXERCISING SUBSTANTIAL INFLUENCE OVER THE OPERATIONS OF THE BELLEVUE COLLEGE FOUNDATION ("BCF") ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONAIRE ("COI")ON AN ANNUAL BASIS. NEW BOARD MEMBERS ARE ASKED TO IMMEDIATELY SUBMIT THEIR COI FORMS. BCF REVIEWS AND RETAINS THE COMPLETED COI FORMS AND INVESTIGATES INDENTIFIED CONFLICTS. THE BCF EXECUTIVE DIRECTOR INVESTIGATES AND DISCLOSES TO THE BOD ALL CONFLICTS OF INTEREST REPORTED UNDER THIS POLICY. THE BOD EVALUATES DISCLOSURES AND MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT OF INTEREST TO DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND TO DEVELOP ALTERNATIVES TO REMOVE ANY CONFLICT FROM A TRANSACTION OR ARRANGEMENT. AN INDIVIDUAL WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR THIS DISCUSSION UNLESS REQUIRED TO MAKE A PRESENTATION, PROVIDE ADDITIONAL FACTS OR ANSWER QUESTIONS. RESOLUTION TO A DISCLOSED CONFLICT WILL BE BASED ON THE SPECIFIC FACTS AND CIRCUMSTANCES OF THE SITUATION AND MAY INCLUDE SUSPENSION FROM VOTING OR PARTICIPATING IN DECISIONS WITH REGARD TO THE CONFLICT TRANSACTION. EVERY BOARD MEETING AGENDA INCLUDES A WRITTEN STATEMENT ASKING BOARD MEMBERS TO INFORM BCF OF ANY CHANGES WHICH MAY PRESENT A POTENTIAL CONFLICT OF INTEREST AND TO SUBMIT UPDATED COI FORMS TO DOCUMENT THE CHANGES SO THEY MAY BE EVALUATED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS OF BELLEVUE COLLEGE FOUNDATION ("BCF") IS SET AND REVISED NOT BY BCF BUT BY THE TRUSTEES OF BELLEVUE COLLEGE, A SEPARATE BUT FINANCIALLY INTERRELATED PUBLIC AGENCY. THE EXECUTIVE DIRECTOR AND OTHER STAFF OF BCF ARE EMPLOYEES OF BELLEVUE COLLEGE ("THE COLLEGE") AND PERFORM VARYING PERCENTAGES OF THEIR WORK FOR THE COLLEGE. BCF REIMBURSES THE COLLEGE FOR THE PORTION OF THESE EMPLOYEES' TIME SPENT ON BCF WORK BUT DOES NOT SEPARATELY PROVIDE COMPENSATION DIRECTLY TO THE INDIVIDUALS. THE COLLEGE TRUSTEES BASE THEIR APPROVAL OF COMPENSATION ON SURVEYS OF THE RESPONSIBILITIES, DUTIES AND COMPENSATION OF PERSONS IN COMPARABLE POSITIONS INSIDE AND OUTSIDE THE SYSTEM OF WASHINGTON STATE COMMUNITY AND TECHNICAL COLLEGES, WASHINGTON STATE EMPLOYEES AS A WHOLE, AND THE BROADER SPECTRUM OF SIMILAR POSITIONS IN THE SEATTLE METROPOLITAN AREA. THIS PERIODIC SURVEY IS CONDUCTED BY A PROFESSIONAL FIRM SPECIALIZING IN THE AREA OF COMPENSATION REVIEWS. MEETINGS OF THE TRUSTEES ARE OPEN TO THE PUBLIC AND MINUTES ARE KEPT OF ALL ACTIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL APPLICABLE TAX FORMS - FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST IN OUR OFFICES DURING NORMAL BUSINESS HOURS. IN ADDITION, THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE FOR REVIEW UPON REQUEST IN OUR OFFICE DURING NORMAL BUSINESS HOURS. SOME OR ALL OF THESE DOCUMENTS MAY ALSO BE AVAILABLE AT OUR WEBSITE AT WWW.BELLEVUECOLLEGE.EDU/FOUNDATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: SECTION 481(A) ADJUSTMENT - YEAR 3 -189,859. OTHER -10. TOTAL TO FORM 990, PART XI, LINE 5: -189,869. AUDIT OVERSIGHT AND SELECTION OF INDEPENDENT ACCOUNTANT: FORM 990, PAGE 11, PART XII, LINE 2C THE PROCESS HAS NOT SUBSTANTIALLY CHANGED FROM THE PRIOR YEAR. THE FINANCE COMMITTEE ANNUALLY APPOINTS THE INDEPENDENT ACCOUNTING FIRM WHICH IS TO PERFORM THE AUDIT, MEETS WITH THE AUDITORS AND APPROVES THE AUDITED FINANCIAL STATEMENTS ANNUALLY. AT BOARD DECRECTION THE BOARD OF DIRECTORS MAY ALSO MEET WITH THE AUDITORS AND REVIEWS THE AUDITED FINANCIAL STATEMENTS. CHANGE IN ACCOUNTING FROM CASH TO ACCRUAL FORM 990,PAGE 12, PART XI, QUESTION 5 BELLEVUE COLLEGE FOUNDATION APPLIED FOR AND RECEIVED APPROVAL FROM THE DEPARTMENT OF THE TREASURY UNDER THE AUTOMATIC CHANGE REQUEST PROCEDURES TO CHANGE ITS METHOD OF ACCOUNTING FROM CASH TO ACCRUAL EFFECTIVE 7/1/09. ACCORDINGLY, THE RESULTING CHANGE IS BEING REPORTED OVER A FOUR YEAR PERIOD FROM 6/30/2010-6/30/2013. BELLEVUE COLLEGE 3000 LANDERSHOLM CIRCLE SE BELLEVUE WA 980076484 910819265 UNIVERSITY LEVEL EDUCATION WA 501(C)(1) 2 N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 GRANTS AND FACULTY AND STAFF RECOGNITION AWARDS TO BELLEVUE COLLEGE B 525502 AUTHORIZED CASH DISTRIBUTIONS SCHOLARSHIPS TO INDIVIDUALS WHO ATTEND BELLEVUE COLLEGE B 171253 AUTHORIZED CASH DISTRIBUTIONS AWARDS TO BELLEVUE COLLEGE FACULTY & STAFF B 4306 ACTUAL AMOUNT PAID TO COLLEGE SALARIES PAYROLL TAXES & BENEFITS FOR SHARED EMPLOYEES TO BELLEVUE COLLEGE N 47255 UNREIMBURSED PORTION SALARIES PAYROLL TAXES & BENEFITS FOR SHARED EMPLOYEES TO BELLEVUE COLLEGE N 242367 ACTUAL AMOUNT PAID TO COLLEGE SHARED FACILITY COSTS OF INDETERMINABLE VALUE - BELLEVUE COLLEGE M NOT DETERMINABLE