SHENG-YEN LU FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHENG-YEN LU FOUNDATION (EIN 26-3276872)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201323169349301862
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-11T11:02:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263276872 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENG-YEN LU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEN | NameControl |
| Phone | 4258833500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17102 NE 40TH CT | AddressLine1 |
| City | REDMOND | City |
| State | WA | State |
| ZIP Code | 98052 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FO-CHING LU | Name |
| Title | PRESIDENT | Title |
| Phone | 4258833500 | Phone |
| Date Signed | 2013-11-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN J ONG | Name |
| PTIN | P00746598 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FO-CHING LU | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17102 NE 40TH CT | AddressLine1 |
| City | REDMOND | City |
| State | WA | State |
| ZIP Code | 98052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2078806 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SYLFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1079207 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2030542 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3305 | InvestmentIncomePriorYear |
| Investment Income Current Year | 48264 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1082512 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2078806 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 394106 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 403505 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 449232 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 45532 | OtherExpensePriorYear |
| Other Expenses Current Year | 492509 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 439638 | TotalExpensesPriorYear |
| Total Expenses Current Year | 896014 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 642874 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1182792 | RevenuesLessExpensesCY |
| Total Assets BOY | 2469942 | TotalAssetsBOY |
| Total Assets EOY | 3667835 | TotalAssetsEOY |
| Total Liabilities BOY | 677 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25859 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2469265 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3641976 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SHENG-YEN LU FOUNDATION STRIVES TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL THROUGH ITS GRANT-MAKING PROGRAMS TO IMPOVERISHED COMMUNITIES LOCALLY AND INTERNATIONALLY. THE FOUNDATION ALSO AWARDS SCHOLARSHIPS AND MAKES GRANTS FOR DISASTER RELIEF AID. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 175305 | Expense |
| Grants | 167500 | Grants |
| Description | SHENG-YEN LU FOUNDATION MADE SEVEN HEALTHCARE GRANTS IN 2012. ALL SEVEN GRANTEES REACH OUT AND OFFER MEDICAL AND DENTAL CARE TO THOSE WHO OTHERWISE WOULD BE WITHOUT. THEY NEVER TURN AWAY PATIENTS WHO HAVE NO MONEY TO PAY. THE FIRST GRANTEE WAS INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS), A PROGRAM THAT LINKS PEOPLE TO MUCH NEEDED HEALTH SERVICES AND RESOURCES. THE SECOND GRANTEE WAS HEALTHPOINT, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 12 MEDICAL AND DENTAL CLINICS IN KING COUNTY. THE THIRD GRANTEE WAS JUBILEE REACH CENTER. IT OPERATES A MEDICAL CLINIC AND A MOBILE DENTAL VAN PROGRAM. THE FOURTH GRANTEE WAS KIN ON COMMUNITY HEALTH CENTER, OFFERING CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE. THE FIFTH GRANTEE WAS NEIGHBORCARE HEALTH, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 16 MEDICAL, DENTAL, AND SCHOOL-BASED CLINICS. THE SIXTH GRANTEE WAS WA STATE SMILE PARTNERS, OFFERING ORAL HEALTH SERVICES TO CHILDREN FROM LOW INCOME HOUSEHOLDS IN SOUTH KING AND KITSAP COUNTIES. THE SEVENTH GRANTEE WAS YOUTH EASTSIDE SERVICES, TO HELP FUND CRITICAL EDUCATION AND PREVENTION PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 107125 | Expense |
| Grants | 101550 | Grants |
| Description | SHENG-YEN LU FOUNDATION MADE EIGHT EDUCATION GRANTS IN 2012. THE FIRST GRANTEE WAS 826 SEATTLE, A NONPROFIT WRITING CENTER THAT HELPS STUDENTS FROM AGES 6-18 WITH WRITING SKILLS, AFTER SCHOOL HOMEWORK, AND ENGLISH LANGUAGE LEARNING-ALL FREE OF CHARGE. THE SECOND GRANTEE WAS CITY YEAR, WORKING IN HIGH POVERTY SCHOOLS TO IMPROVE STUDENT ATTENDANCE, BEHAVIOR, AND COURSE PERFORMANCE THROUGH ACADEMIC AND SOCIO-EMOTIONAL SUPPORT. THE THIRD GRANTEE WAS POWERFUL SCHOOLS' "SCHOOL READINESS PROJECT." THE FOURTH GRANT WAS AWARDED TO TECHNOLOGY ACCESS FOUNDATION WHICH OPERATES AFTER SCHOOL PROGRAMS TARGETING UNDERPRIVILEGED STUDENTS THROUGH INNOVATIVE PROGRAMS BASED ON STEM EDUCATION. THE FIFTH GRANT WENT TO COLLEGE ACCESS PROJECT TO HELP FIRST GENERATION AND UNDERPRIVILEGED STUDENTS REALIZE THEIR POTENTIAL FOR SUCCESSFUL ACCEPTANCE TO AND COMPLETION OF COLLEGE. THE SIXTH GRANT WAS FOR RENTON AREA YOUTH AND FAMILY SERVICES' PROGRAM TO INCREASE HIGH SCHOOL GRADUATION. THE SEVENTH GRANT WAS FOR TREEHOUSE'S EDUCATION ENGAGEMENT PROGRAM. THE EIGHTH GRANT WAS FOR YEAR UP'S PROGRAM THAT TRAINS AND CONNECTS LOW INCOME YOUTH TO LIVABLE WAGE JOBS IN THE INFORMATION TECHNOLOGY SECTOR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 141141 | Expense |
| Grants | 134455 | Grants |
| Description | SHENG-YEN LU FOUNDATION MADE THREE DISASTER RELIEF RELATED GRANTS IN 2012. THE FIRST WENT TO PEACE WINDS AMERICA TO HELP JAPAN CONTINUE WITH EARTHQUAKE AND TSUNAMI RECOVERY. THE SECOND GRANT WENT TO THE TIBETAN VILLAGE PROJECT TO WORK ON EARTHQUAKE RECOVERY IN THE YUSHU AREA. THE THIRD GRANT WENT TO MERCY CORPS' MOBILE HEALTH UNITS TRAVELLING ACROSS REMOTE REGIONS IN ETHIOPIA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 423571 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FO-CHING LU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4258833500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17102 NE 40TH CT | AddressLine1 |
| City | REDMOND | City |
| State | WA | State |
| ZIP Code | 98052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| FO-CHING LU | ||||||
| PRESIDENT | 21.00 | X | X | 0 | 0 | 0 |
| FO-CHI LU | ||||||
| TREASURER | 16.00 | X | X | 0 | 0 | 0 |
| DEXTER KUAH | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| TERESA PIERSA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LAURIE GRIEG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEVIN KINGBEIL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HEATHER EDLUND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2030542 | AllOtherContributions |
| Total Contributions | 2030542 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48264 | TotalRevenueColumn |
| Exclusion | $48,264 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2078806 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $48,264 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267550 | Total |
| Program Services | 267550 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Program Services | 1500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134455 | Total |
| Program Services | 134455 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14055 | Total |
| Management And General | 14055 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8694 | Total |
| Program Services | 2618 | ProgramServices |
| Fundraising | 6076 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20283 | Total |
| Program Services | 9177 | ProgramServices |
| Management And General | 1678 | ManagementAndGeneral |
| Fundraising | 9428 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820 | Total |
| Program Services | 820 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8808 | Total |
| Program Services | 4123 | ProgramServices |
| Management And General | 3904 | ManagementAndGeneral |
| Fundraising | 781 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3140 | Total |
| Program Services | 120 | ProgramServices |
| Management And General | 3020 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2100 | Total |
| Program Services | 2100 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2770 | Total |
| Program Services | 1108 | ProgramServices |
| Management And General | 554 | ManagementAndGeneral |
| Fundraising | 1108 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INDIR. FUNDRAISING EXP. | Description |
| Total | 431839 | Total |
| Fundraising | 431839 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896014 | Total |
| Program Services | 423571 | ProgramServices |
| Management And General | 23211 | ManagementAndGeneral |
| Fundraising | 449232 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198670 | BOY |
| EOY | 432236 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2268673 | BOY |
| EOY | 2746213 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 481185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2309 | BOY |
| EOY | 2309 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290 | BOY |
| EOY | 5892 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469942 | BOY |
| EOY | 3667835 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677 | BOY |
| EOY | 25859 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677 | BOY |
| EOY | 25859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469265 | BOY |
| EOY | 3641976 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469265 | BOY |
| EOY | 3641976 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469942 | BOY |
| EOY | 3667835 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1182792 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -10081 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203337 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 750482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1114564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1079207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2030542 | CurrentTaxYear |
| Total | 5178132 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203337 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 750482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1114564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1079207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2030542 | CurrentTaxYear |
| Total | 5178132 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1519658 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3658474 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 2353 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48264 | CurrentTaxYear |
| Total | 60604 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5238736 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1204043 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | 6643 | InvestmentEarningsOrLosses |
| Other Expenditures | 10686 | OtherExpenditures |
| End Of Year Balance | 2200000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1004043 | BeginningOfYearBalance |
| Contributions | 200000 | Contributions |
| End Of Year Balance | 1204043 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 500000 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| Investment Earnings Or Losses | 4043 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1004043 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 500000 | Contributions |
| End Of Year Balance | 500000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | ENDOWMENT FUNDS ARE SET ASIDE TO BUILD AND OPERATE A HEALTH CLINIC TO INCREASE ACCESS TO QUALITY HEALTH CARE FOR ALL INDIVIDUALS. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GRANTMAKING | 83728 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GRANTMAKING | 28227 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | GRANTMAKING | 22500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 134455 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 134455 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | DISASTER RELIEF AID FOR JAPANESE EARTHQUAKE & TSUNAMI | 83728 | CHECK | 0 |
| EAST ASIA AND THE PACIFIC | DISASTER RELIEF AID FOR EARTHQUAKE RECOVERY IN YUSHU | 28227 | CHECK | 0 |
| SUB-SAHARAN AFRICA | SUPPORTING MOBILE HEALTH UNITS TO REACH REMOTE AREAS OF ETHIOPIA | 22500 | CHECK | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 3 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: GRANTS ARE MADE TO WELL ESTABLISHED US CHARITIES (RECOGNIZED 501(C)(3) ORGANIZATIONS) AND IN-PERSON MEETINGS WITH REPRESENTATIVES CONDUCTING WORK OVERSEAS ARE ARRANGED WHEN POSSIBLE. WE REQUIRE GRANTEE SUBMISSONS OF PERIODIC GRANT REPORTS DOCUMENTING ALL EXPENDITURES ALONG WITH PHOTOGRAPHIC OR OTHER VISUAL REPORTS DETAILING PROGRESS OF FUNDED PROJECTS. WHEN POSSIBLE, A FOUNDATION REPRESENTATIVE VISITS THE FUNDED PROJECT OR PROGRAM. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: THE EXPENDITURES REPORTED ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS) | |||||||
| 720 8TH AVE S | SEATTLE | WA | 98104 | 260493856 | 501(C)(3) | 40000 | TO FUND UNCOMPENSATED HEALTHCARE. |
| POWERFUL SCHOOLS | |||||||
| 3401 RAINIER AVE S SUITE C | SEATTLE | WA | 98144 | 911551141 | 501(C)(3) | 15000 | TO SUPPORT THE "SCHOOL READINESS PROJECT." |
| TECHNOLOGY ACCESS FOUNDATION | |||||||
| 4436 RAINIER AVE S | SEATTLE | WA | 98118 | 911731833 | 501(C)(3) | 25000 | SEE SUPPLEMENTAL INFORMATION |
| THE COLLEGE ACCESS PROJECT | |||||||
| 23103 100TH AVE W | EDMONDS | WA | 98020 | 800110444 | 501(C)(3) | 10000 | SEE SUPPLEMENTAL INFORMATION |
| HEALTHPOINT | |||||||
| 955 POWELL AVE SW | RENTON | WA | 98057 | 910884412 | 501(C)(3) | 20000 | TO FUND UNCOMPENSATED HEALTHCARE. |
| NEIGHBORCARE HEALTH | |||||||
| 1537 WESTERN AVE | SEATTLE | WA | 98101 | 910893287 | 501(C)(3) | 35000 | TO SUPPORT OPERATION OF SCHOOL-BASED HEALTH CENTERS. |
| WA STATE SMILE PARTNERS | |||||||
| 221 WINSLOW WAY W SUITE 302 | BAINBRIDGE ISLAND | WA | 98110 | 200381039 | 501(C)(3) | 30000 | SEE SUPPLEMENTAL INFORMATION |
| JUBILEE REACH CENTER | |||||||
| 14200 SE 13TH PL | BELLEVUE | WA | 98007 | 204074712 | 501(C)(3) | 20000 | TO SUPPORT OPERATION OF MOBILE MEDICAL AND DENTAL CLINICS. |
| TREEHOUSE | |||||||
| 2100 24TH AVE S SUITE 200 | SEATTLE | WA | 98144 | 911425676 | 501(C)(3) | 10000 | TO SUPPORT THE EDUCATION ENGAGEMENT PROGRAM. |
| RENTON AREA YOUTH & FAMILY SERVICES | |||||||
| 5200 35TH AVE SW | SEATTLE | WA | 98178 | 510152621 | 501(C)(3) | 10000 | SEE SUPPLEMENTAL INFORMATION |
| CITY YEAR | |||||||
| 2203 23RD AVE S SUITE 101 | SEATTLE | WA | 98144 | 222882549 | 501(C)(3) | 10000 | TO SUPPORT THE "WHOLE SCHOOL, WHOLE CHILD" PROGRAM. |
| YEAR UP | |||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | 043534407 | 501(C)(3) | 10000 | SEE SUPPLEMENTAL INFORMATION |
| KIN ON COMMUNITY HEALTH CENTER | |||||||
| 4416 S BRANDON ST | SEATTLE | WA | 98118 | 911620786 | 501(C)(3) | 10000 | SEE SUPPLEMENTAL INFORMATION |
| YOUTH EASTSIDE SERVICES | |||||||
| 999 164TH AVE NE | BELLEVUE | WA | 98008 | 910849093 | 501(C)(3) | 10000 | FOR THE YES LIFELINE FUND. |
| 826 SEATTLE | |||||||
| 8414 GREENWOOD AVE N | SEATTLE | WA | 98103 | 412127333 | 501(C)(3) | 10000 | TO SUPPORT A FOUR-EVENING PER WEEK HIGH SCHOOL TUTORING PROGRAM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: TEAMS OF FOUNDATION VOLUNTEERS MADE UP OF EDUCATORS AND MEDICAL PROFESSIONALS VISITED EACH GRANTEE ORGANIZATION. DURING EACH SITE VISIT, WE REACH A THOROUGH UNDERSTANDING OF THE ORGANIZATION'S CAPABILITIES AND MAKE SURE ITS MISSION IS ALIGNED WITH THE FOUNDATION'S MISSION. WE SEEK TO ENSURE THAT EVERY GRANT DOLLAR IS USED TOWARDS IMPROVING THE HEALTH AND EDUCATION OF THOSE WHO NEED IT MOST. WE LOOK FOR ORGANIZATIONS WITH DEDICATED LEADERSHIP. GRANT CONTRACTS ARE SIGNED WITH EACH GRANTEE AND REPORTS DETAILING GRANT EXPENDITURES ARE REQUIRED. REPORTS ALSO MEASURE GRANT IMPACT AND NUMBER OF PEOPLE SERVED. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: TECHNOLOGY ACCESS FOUNDATION | TO SUPPORT PROGRAMS TO EQUIP STUDENTS OF COLOR FOR SUCCESS IN COLLEGE AND LIFE THROUGH STEM EDUCATION. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: THE COLLEGE ACCESS PROJECT | TO SUPPORT PROGRAM EXPANSION TO HELP LOW-INCOME AND FIRST GENERATION STUDENTS REALIZE THEIR POTENTIAL FOR SUCCESSFUL ACCEPTANCE TO AND COMPLETION OF COLLEGE. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: WA STATE SMILE PARTNERS | FOR MOBILE DENTAL PROGRAM TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: RENTON AREA YOUTH & FAMILY SERVICES | TO SUPPORT SPARK T.H.I.S. (TRUTH, HOPE, INVOLVEMENT, SUCCESS) PROGRAM, WHICH AIMS TO INCREASE HIGH SCHOOL GRADUATION BY PROVIDING INDIVIDUAL COACHING, SOCIAL/EMOTIONAL LIFE SKILLS GROUPS, AFTER SCHOOL ACTIVITIES, FAMILY CONTACT, SEMINARS ON POST-SECONDARY EDUCATION AND OTHER SERVICES. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: YEAR UP | TO SUPPORT A PROGRAM THAT TRAINS AND CONNECTS LOW-INCOME YOUNG ADULTS TO LIVABLE WAGE JOBS IN THE INFORMATION TECHNOLOGY SECTOR. |
| SCHEDULE I, PART II, LINE 1A, COLUMN H: | NAME OF ORGANIZATION: KIN ON COMMUNITY HEALTH CENTER | TO SUPPORT THE SHORT-TERM CARE EXPANSION PROJECT, INCREASING CAPACITY TO OFFER CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE FOR THE ASIAN COMMUNITY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF VOLUNTEER SERVICES | FORM 990, PART I, LINE 6: | VOLUNTEERS INCLUDE UNCOMPENSATED BOARD MEMBERS, AN OFFICE BOOKKEEPER, MANAGER, AND OTHERS WHO HELP WITH EVENTS AND GRANTEE SITE VISITS. |
| FORM 990, PART VI, SECTION A, LINE 2 | PRESIDENT, FO-CHING LU AND TREASURER, FO-CHI LU HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 TAX RETURN IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS AND IS APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, PRINCIPAL OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OR ANY OTHER DISQUALIFIED PERSON, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS COVERED UNDER THE POLICY. UNDER THE POLICY A PERSON WITH A POSSIBLE CONFLICT OF INTEREST MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING. CONFLICTS ARE DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCUSED FROM THE DISCUSSION AND VOTING OF TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. | |
| COMPENSATION APPROVAL POLICIES HAVE BEEN ADOPTED, BUT HAVE NOT BEEN IMPLEMENTED SINCE THERE ARE NO COMPENSATED EMPLOYEES AT THIS TIME. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Comments