2013-11-08T18:17:52-06:00 2013-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-07-01 910658331 OVERLAKE SERVICE LEAGUE OVER 4254511175 PO BOX 53203 BELLEVUE WA 980153203 NANCY BOYDEN 4254511175 2013-11-08 1 JENNIFER BECKER HARRIS P00183358 4254544919 2013-11-08 2012 2016-02-24 21:20:13Z BELLEVUE LIFESPRING TRISH CARPENTER PO BOX 53203 BELLEVUE WA 980153203 1577065 0 X WWW.BELLEVUELIFESPRING.ORG X 1911 WA TO FOSTER STABILITY AND SELF-SUFFICIENCY FOR BELLEVUE'S CHILDREN - FEED, CLOTHE AND EDUCATE. 21 21 13 300 0 0 1012714 1141975 0 0 3989 4189 -94696 68818 922007 1214982 384305 429561 0 0 262735 343866 0 0 146686 240420 348154 887460 1121581 34547 93401 994087 1086675 65088 112386 928999 974289 X TO FOSTER STABILITY AND SELF-SUFFICIENCY FOR BELLEVUE'S CHILDREN AND THEIR FAMILIES THROUGH PROGRAMS THAT FEED, CLOTHE AND EDUCATE. 0 0 320496 261952 FEEDING CHILDREN AND THEIR FAMILIES: INCLUDES 2 PROGRAMS:BREAKTIME-MEALTIME: MALNUTRITION TAKES A SERIOUS TOLL ON CHILDRENS' EMOTIONAL, PHYSICAL AND INTELLECTUAL DEVELOPMENT. BREAKTIME-MEALTIME MAKES A REAL DIFFERENCE IN CHILDRENS' LIVES BY HELPING TO ENSURE THAT NO CHILD SUFFERS FROM LACK OF FOOD. THE PROGRAM PROVIDES BOXES OF BREAKFAST, LUNCH AND SNACK FOOD ITEMS DURING THE SCHOOL BREAKS FOR LOW-INCOME FAMILIES TO COMPENSATE FOR FOOD THEY WOULD NORMALLY RECEIVE WHILE SCHOOL IS IN SESSION. BELLEVUE LIFESPRING PROVIDED 83,030 MEALS TO 4,856 CHILDREN DURING THE WINTER, MID-WINTER AND SPRING SCHOOL BREAKS.ADOPT-A-FAMILY: BELLEVUE LIFESPRING EMBRACES THE SPIRIT OF THANKSGIVING AND CHRISTMAS BY MATCHING COMMUNITY SPONSORS WHO PROVIDE HOLIDAY FOOD AND GIFTS TO FAMILIES IN NEED. FOR FISCAL YEAR 2013, 427 CHILDREN AND 316 ADULTS WERE HELPED WITH FOOD AT THANKSGIVING AND 431 CHILDREN AND 310 ADULTS WERE HELPED WITH FOOD AND GIFTS AT CHRISTMAS. 246397 56338 -5651 CLOTHING CHILDREN: INCLUDES 2 PROGRAMS:CLOTHES-4-KIDS: INADEQUATE CLOTHING CAN PREVENT A CHILD FROM FEELING WARM, PARTICIPATING IN ACTIVITIES AND DEVELOPING HEALTHY SELF-ESTEEM. CLOTHES-4-KIDS DISTRIBUTES GIFT CARDS SO STUDENTS CAN SELECT NEW BACK-TO-SCHOOL CLOTHING, COATS AND SHOES FROM LOCAL MERCHANTS. FOR FISCAL YEAR 2013, 444 CHILDREN AGES 4-19 RECEIVED CLOTHES-4-KIDS GIFT CARDS.THRIFT SHOP: THE BELLEVUE LIFESPRING THRIFT SHOP, LOCATED AT BELLEVUE SQUARE, PROVIDES GOOD-QUALITY USED CLOTHING AND MERCHANDISE AT AFFORDABLE PRICES AND FREE TO THOSE FAMILIES AND INDIVIDUALS WHO CANNOT AFFORD TO PAY. FAMILIES IN NEED RECEIVE VOUCHERS ON AN AS-NEEDED BASIS TO HELP PROVIDE THEM WITH WORK AND SCHOOL CLOTHING AND EMERGENCY NEEDS ITEMS IN TIMES OF CRISIS. THE THRIFT SHOP ALSO SERVES AS A TRAINING GROUND FOR PARTNERSHIP FOR INDEPENDENCE RECIPIENTS ALLOWING THEM TO LEARN VALUABLE CUSTOMER SERVICE AND RETAIL JOB SKILLS WHILE GAINING SELF-ESTEEM AND GIVING BACK TO THE COMMUNITY. THE AMOUNT OF PROGRAM REVENUE FROM THE THRIFT SHOP REPRESENTS THE NET INCOME FROM OPERATIONS. 83616 54078 EDUCATING YOUTH AND ADULTS: INCLUDES 3 PROGRAMS:EDUCATIONAL GRANTS: THIS NEEDS-BASED PROGRAM PROVIDES BELLEVUE STUDENTS ACCESS TO HIGHER LEARNING IN ORDER TO ACHIEVE FINANCIAL STABILITY IN FUTURE ENDEAVORS. FIRST, SECOND, THIRD AND FOURTH YEAR GRANTS ARE AVAILABLE TO SUPPORT STUDENTS THROUGHOUT THEIR COLLEGE YEARS. EIGHT YOUTH WERE AWARDED EDUCATIONAL GRANTS.GRADS ON TRACK: POVERTY, HUNGER AND INSTABILITY CAN MAKE IT DIFFICULT FOR STUDENTS TO FOCUS ON SCHOOL AND GRADUATE WITH THEIR PEERS. BELLEVUE LIFESPRING PROVIDES SUMMER SCHOOL SCHOLARSHIPS TO HELP STUDENTS RECEIVE CREDITS, STAY ON TRACK AND REACH HIGHER EDUCATION. FOR FISCAL YEAR 2013, 59 STUDENTS WERE AWARDED GRADS ON TRACK SCHOLARSHIPS.PARTNERSHIP FOR INDEPENDENCE: TUITION IS NOT THE ONLY OBSTACLE THAT PARENTS RETURNING TO SCHOOL FACE. PARTNERSHIP FOR INDEPENDENCE IS A COMPREHENSIVE PROGRAM TAILORED TO EACH CLIENT'S SPECIFIC SITUATION. ADULTS ARE OFFERED THE OPPORTUNITY TO OBTAIN HIGHER EDUCATION OR VOCATIONAL TRAINING ENABLING THEM TO BECOME SELF-SUFFICIENT AND MAKE LASTING CHANGES IN THEIR LIVES. TWO ADULTS WITH FAMILIES WERE ENROLLED IN THIS PROGRAM. 133205 57193 FAMILY EMERGENCY ASSISTANCE: FAMILIES WITH CHILDREN CAN TURN TO BELLEVUE LIFESPRING FOR IMMEDIATE ASSISTANCE AND REFERRALS. EVERY DAY, BELLEVUE LIFESPRING EMERGENCY SERVICE PROGRAMS HELP PROVIDE BASIC NECESSITIES -- EVICTION AND UTILITY SHUTOFF PREVENTION, FOOD AND HOUSEHOLD ESSENTIALS. BELLEVUE LIFESPRING ASSISTED 188 FAMILIES IN CRISIS REPRESENTING 331 CHILDREN AND 279 ADULTS. 133205 57193 783714 1 1 0 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X NANCY BOYDEN 4254511175 PO BOX 53203 BELLEVUE WA 980153203 TRISH CARPENTER 70.00 X X 0 0 0 NANCY BOYDEN 30.00 X X 0 0 0 JIM MITCHELL 5.00 X X 0 0 0 JOAN VALAAS 10.00 X X 0 0 0 JOSEPH BRAZEN 2.00 X 0 0 0 CARY FALK 2.00 X 0 0 0 KIM BRACE 30.00 X 0 0 0 NANCY JONES 3.00 X 0 0 0 KEMPER FREEMAN JR 1.00 X 0 0 0 MARLICE GULACSIK 2.00 X 0 0 0 MARILYN HERZBERG 10.00 X 0 0 0 ANU JAIN 2.00 X 0 0 0 LISA JAMES 3.00 X 0 0 0 BOB MCDOWELL 2.00 X 0 0 0 DEBBIE OBERBILLIG 3.00 X 0 0 0 PATTI PAYNE 2.00 X 0 0 0 BARBARA QUINN 10.00 X 0 0 0 LINDA REID 10.00 X 0 0 0 SABRINA SMITH 3.00 X 0 0 0 BETTY TONG 2.00 X 0 0 0 MAGGIE VERGIEN 30.00 X 0 0 0 STEVE MCGRAW 40.00 X 83737 0 4877 83737 0 4877 0 0 0 0 0 37159 19385 409195 676236 396527 1141975 4189 4189 93910 409195 230726 -136816 -136816 125706 131357 -5651 -5651 INSURANCE PROCEEDS 900099 211285 211285 211285 1214982 -5651 0 78658 429561 429561 86651 20510 55886 10255 209451 112195 34719 62537 15293 4856 4022 6415 32471 15594 7663 9214 8057 3642 4415 18673 18673 71328 49161 20768 1399 12210 10162 1775 273 50279 31151 10889 8239 105848 77820 8368 19660 7446 100 7346 16302 9669 5218 1415 1398 1398 INDIRECT FUNDRAISING 23755 23755 MISCELLANEOUS EXPENSES 14962 4602 8344 2016 STATE & LOCAL TAXES 11584 11544 40 REPAIRS & MAINTENANCE 6312 3147 1657 1508 1121581 783714 191181 146686 4387 7763 567753 389846 13900 62000 3666 896 27038 36689 16518 20169 326348 29922 43629 296426 122972 136038 194224 136848 994087 1086675 37555 96309 17533 16077 10000 0 65088 112386 X 623868 684162 305131 290127 928999 974289 994087 1086675 X 93401 9755 -57866 X 1 X 0 1 0 X 800249 959954 1272480 1012714 1141975 5187372 800249 959954 1272480 1012714 1141975 5187372 5187372 10613 3071 4885 3963 4189 26721 211285 211285 5425378 960944 0.95610 0.96730 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 9: THE AMOUNT ON THIS LINE REPRESENTS INSURANCE PROCEEDS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 152915 5929 13182 1500 170526 150934 5233 -1782 1470 152915 119763 4503 26668 150934 106327 4294 9142 119763 123412 6912 -23997 106327 1.00000 0 0 260406 8011 252395 65942 21911 44031 296426 IN-KIND RENT RECEIVABLE 136848 136848 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PRINCIPAL AND FUNDS DEPOSITED TO THIS FUND, INCLUDING INTEREST EARNED ON THESE FUNDS ARE BOARD DESIGNATED AND CANNOT BE USED UNTIL SUCH TIME AS THE FUND REACHES ONE MILLION DOLLARS. ONCE THE FUND REACHES ONE MILLION DOLLARS, THE INTEREST ONLY CAN BE USED FOR THE SOLE PURPOSE OF FUNDING THE ADMINISTRATIVE COSTS OF BELLEVUE LIFESPRING. ANNUAL LUNCHEON 231562 214606 16956 53203 10333 WINE EVENT 271543 194589 76954 35846 4800 126544 503105 409195 93910 89049 4800 136877 230726 -136816 1 ADOPT A FAMILY 1484 168162 BOOK FOOD AND GIFTS FOR HOLIDAYS BREAKTIME-MEALTIME 4856 93790 BOOK FOOD FOR CHILDREN DURING SCHOOL BREAKS. CLOTHES-4-KIDS 444 56338 BOOK CLOTHING PARTNERSHIP FOR INDEPENDENCE PROGRAM 2 18350 BOOK PAYMENTS MADE FOR RENT, UTILITIES, ETC. EDUCATIONAL SCHOLARSHIP GRANTS 8 30783 BOOK TUITION ASSISTANCE SUMMER SCHOOL SCHOLARSHIPS 59 4945 BOOK TUITION ASSISTANCE EMERGENCY/FAMILY ASSISTANCE 610 44600 12593 BOOK FOOD, SUNDRIES, QUILTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE EDUCATIONAL GRANTS COMMITTEE INTERVIEWS CANDIDATES, DETERMINES ELIGIBILITY AND AWARDS SCHOLARSHIP GRANTS BASED ON ESTABLISHED CRITERIA. THE PARTNERSHIP FOR INDEPENDENCE COMMITTEE INTERVIEWS CANDIDATES, DETERMINES ELIGIBILITY AND AWARDS PARTNERSHIP FOR INDEPENDENCE GRANTS BASED ON PROGRAM GUIDELINES AND IS TAILORED TO MEET THE INDIVIDUAL NEEDS OF EACH RECIPIENT. GUIDELINES FOR PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES IN NEED HAVE BEEN DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS. THE BULK OF THIS ASSISTANCE IS PROVIDED IN RESPONSE TO EVICTION OR UTILITY SHUT-OFF NOTICES BUT MAY ALSO INCLUDE OTHER FINANCIAL ASSISTANCE SUCH AS FOOD, CLOTHING, MEDICAL, CHILD CARE, OR AUTO REPAIR. RECIPIENTS ALL RECEIVE AN IN-HOME VISIT BY OUR SOCIAL SERVICE ADMINISTRATOR AND MUST MEET SPECIFIC ELIGIBILITY REQUIREMENTS BASED ON DEMONSTRATED FINANCIAL NEED. ADDITIONALLY, CLIENTS ARE RESTRICTED IN TERMS OF HOW OFTEN THEY MAY APPLY FOR AND RECEIVE FINANCIAL ASSISTANCE FROM THE ORGANIZATION. X 194299 COST OR SELLING PRICE X 905 86793 COST OR SELLING PRICE X AUCTION ITEMS 126 92214 FAIR MARKET VALUE X SUPPLIES 13 23221 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): TO GENERATE THE NUMBER REPORTED ON COLUMN B ABOVE, THE NUMBER FOR FOOD INVENTORY IS BASED ON THE NUMBER OF BAGS OF FOOD RECEIVED; THE NUMBER OF AUCTION ITEMS IS BASED ON NUMBER OF ITEMS RECEIVED, AND SUPPLIES & EVENT ITEMS IS BASED ON NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 6, VOLUNTEERS: THERE WERE 300 VOLUNTEERS THAT HELPED IN VARIOUS CAPACITIES DURING FISCAL YEAR 2013. VOLUNTEERS PERFORM MANY FUNCTIONS FOR THE ORGANIZATION, INCLUDING OVERALL MANAGEMENT, FINANCE, HUMAN RESOURCES, MARKETING AND FUNDRAISING ACTIVITIES. ADDITIONALLY, VOLUNTEERS SUPPORT OUR VARIOUS SOCIAL SERVICE PROGRAMS, INCLUDING MANAGEMENT AND SALES AT THE THRIFT SHOP, BREAKTIME-MEALTIME ASSEMBLY, ADOPT-A-FAMILY DISTRIBUTIONS, AND VARIOUS COMMITTEES. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING SECTIONS OF THE BY-LAWS WERE UPDATED: ARTICLE 1. MISSION: REFLECTS THE ORGANIZATION'S REVISED MISSION STATEMENT. ARTICLE 3. MEMBERSHIP: REDEFINES MEMBERSHIP CLASSES. ARTICLE 4. BOARD OF DIRECTORS: ADDS A PROVISION FOR VOTING BY MAIL OR ELECTRONIC TRANSMISSION. STATES THE CHAIR WILL ALSO SERVE AS THE CORPORATION'S PRESIDENT. ELIMINATES REFERENCES TO VICE-CHAIR POSITIONS. STATES THE CHAIR/PRESIDENT WILL SERVE ON THE EXECUTIVE COMMITTEE. ARTICLE 5. OFFICERS: COMBINES THE CHAIR OF THE BOARD/PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 BELLEVUE LIFESPRING HAS APPROXIMATELY 250 MEMBERS. THERE ARE TWO CLASSES OF MEMBERS: STATUTORY AND NON-STATUTORY ("FRIENDS OF BELLEVUE LIFESPRING"). STATUTORY MEMBERS ARE INDIVIDUALS WHO SUPPORT THE ORGANIZATION THROUGH PAYMENT OF ANNUAL DUES AND VOLUNTEERISM. STATUTORY MEMBERS MAY, BUT ARE NOT REQUIRED TO, JOIN CIRCLES - THEY ARE ASSOCIATE MEMBERS IF THEY HAVE NOT JOINED A CIRCLE. LIFE MEMBERS ARE STATUTORY MEMBERS THAT HAVE ACHIEVED 30 YEARS OF SERVICE WITH THE ORGANIZATION AND HAVE REACHED A MINIMUM AGE OF 80 YEARS. STATUTORY MEMBERS ARE ENTITLED TO VOTE IN AN ELECTION OF DIRECTORS AT THE ANNUAL MEETING. NON-STATUTORY MEMBERS ARE INDIVIDUALS, BUSINESSES, ORGANIZATIONS, CHURCHES AND FOUNDATIONS WHO SUPPORT THE ORGANIZATION THROUGH MONETARY AND IN-KIND DONATIONS. THESE FRIENDS OF BELLEVUE LIFESPRING DO NOT PAY ANNUAL DUES AND HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A STATUTORY MEMBERS MAY PARTICIPATE IN THE ELECTION OF THE ORGANIZATION'S DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING. EACH MEMBER RECEIVES ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11 UPON COMPLETION, THE 990 IS REVIEWED BY THE BUDGET AND FINANCE COMMITTEE AND PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST STATEMENT AND TO REVEAL ANY EXISTING OR POTENTIAL CONFLICTS. THESE DISCLOSURES ARE TYPICALLY REVIEWED AND EVALUATED BY A MEMBER OF THE EXECUTIVE COMMITTEE. THE CONFLICTS COULD POTENTIALLY ARISE IN ANY OF THE FOLLOWING AREAS: CONTRACTS, PERSONNEL, AND GRANTS. ALL MAJOR CONTRACTS AND PERSONNEL SELECTIONS ARE REPORTED TO THE BOARD OF DIRECTORS. ANY OFFICER OR DIRECTOR WITH WHOM A POTENTIAL CONFLICT MIGHT EXIST IS EXCLUDED FROM THE DECISION PROCESS WITH REGARD TO THE CONTRACT ENGAGEMENT OR NEW HIRE. THE ORGANIZATION GRANTS FINANCIAL ASSISTANCE TO INDIVIDUALS IN ACCORDANCE WITH GUIDELINES AS ADOPTED BY THE SOCIAL SERVICE REVIEW COMMITTEE, THE EDUCATIONAL GRANTS COMMITTEE AND THE PARTNERSHIP FOR INDEPENDENCE COMMITTEE. RELATIONSHIPS BETWEEN POTENTIAL RECIPIENTS AND THE ORGANIZATION'S OFFICERS, DIRECTORS, COMMITTEE CHAIRS OR THE SOCIAL SERVICE ADMINISTRATOR ARE DISCUSSED WITH THE DIRECTOR OF PROGRAMS AND/OR THE FULL BOARD OF DIRECTORS PRIOR TO GRANT APPROVAL. ANY COMMITTEE MEMBER WITH A CONFLICT OF INTEREST IS EXCLUDED FROM THE DECISION PROCESS. FORM 990, PART VI, SECTION B, LINE 15A BELLEVUE LIFESPRING HIRED ITS FIRST PAID EXECUTIVE DIRECTOR IN MAY 2012. RESEARCH WAS CONDUCTED TO DETERMINE CURRENT COMPENSATION LEVELS FOR OTHER KING COUNTY NON-PROFIT EXECUTIVE DIRECTORS. A PROFESSIONAL RECRUITING FIRM WAS UTILIZED TO ASSIST WITH THE CANDIDATE SEARCH AND PROVIDED ADDITIONAL INSIGHTS INTO CURRENT COMPENSATION AND BENEFIT LEVELS FOR THIS SECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: IN-KIND RENT REVENUE PREVIOUSLY RECORDED -54,616. UNCOLLECTIBLE PLEDGE WRITE OFF -3,250.