2013-06-24T11:29:40-05:00 2012-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 980154644 TRUDI JACKSON 4254564199 2013-06-21 1 ROBERT J FLEMING P00179374 4254544919 2013-06-21 2011 2016-02-24 21:20:13Z TRUDI JACKSON PO BOX 40644 BELLEVUE WA 980154644 1191812 0 X WWW.BSFDN.ORG X 1979 WA DEVELOPS, PROMOTES AND FUNDS BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS OF THE BELLEVUE SCHOOL DISTRICT. 28 28 11 200 0 0 81063 1135671 0 0 988 24401 0 -25444 82051 1134628 57039 848322 0 0 59885 354628 0 13500 240873 6916 106753 123840 1323203 -41789 -188575 1425499 1440618 53438 190934 1372061 1249684 X THE BELLEVUE SCHOOLS FOUNDATION DEVELOPS, PROMOTES AND HELPS FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS OF THE BELLEVUE SCHOOL DISTRICT. THE FOUNDATION HELPS BRIDGE THE GAP BETWEEN THE BASIC FUNDING PROVIDED BY THE STATE OF WASHINGTON AND THE SUPPORT BELLEVUE SCHOOL DISTRICT'S STUDENTS NEED TO TRULY EXCEL. 0 0 314230 314230 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; SUPPORT FOR THE BIG PICTURE SCHOOL, AND DIFFERENTIATED LEARNING INITIATIVES. MUSIC GRANTS SUPPORTED INSTRUMENT PURCHASE AND REPAIR. IN PRIOR YEARS, MOST OF THESE ACTIVITIES WERE CATEGORIZED AS ACADEMIC RIGOR. 255000 255000 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, INCLUDING KINDERGARTEN EARLY READING INTERVENTION, POSITIVE BEHAVIOR INTERVENTION, AND STARTING STRONG. IN PRIOR YEARS, MOST OF THESE ACTIVITIES WERE CATEGORIZED AS STUDENT SUPPORT. 147388 147388 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, VIBES (VOLUNTEERS IN BELLEVUE'S EDUCATIONAL SYSTEM) AND LEGACY LEADERSHIP. IN PRIOR PERIODS, THESE PROGRAMS WERE CATEGORIZED AS TEACHING EXCELLENCE OR STUDENT SUPPORT. 52177 52177 SCHOOL-BASED GRANTS: ENRICHMENT AND INNOVATION GRANTS OFFER SMALL GRANTS TO TEACHERS IN ALL SUBJECTS ACROSS THE DISTRICT, ENABLING THEM TO EXTEND AND ENRICHMENT THEIR CURRICULUM. 79527 79527 DISTRIBUTIONS FROM RESTRICTED FUNDS: INCLUDES SCHOLARSHIPS SET UP IN PREVIOUS YEARS AND DONOR-DESIGNATED GIFTS TO BELLEVUE SCHOOL DISTRICT PROGRAMS NOT INCLUDED IN THE CURRENT YEAR BUDGET. 115988 COMMUNITY ENGAGEMENT: TO FURTHER ITS MISSION, THE FOUNDATION OFFERS EDUCATION FORUMS AND OUTREACH FOR PARENTS AND THE GREATER BELLEVUE SCHOOL DISTRICT COMMUNITY. 247692 131704 964310 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X ROXANNE SHEPHERD 4254564199 PO BOX 40644 BELLEVUE WA 980154644 SARA SCHMIDT 10.00 X X 0 0 0 TRUDI JACKSON 5.00 X X 0 0 0 JEFF HANSEN 5.00 X X 0 0 0 RONNA WELTMAN 5.00 X X 0 0 0 CATHY HABIB 5.00 X X 0 0 0 LEENA PORWAL 5.00 X X 0 0 0 RANDY SMITH 5.00 X X 0 0 0 BRIAN JONAS 5.00 X X 0 0 0 WENDE WADSWORTH 5.00 X X 0 0 0 BILL POLLARD 5.00 X X 0 0 0 PETER BENTLEY 1.00 X 0 0 0 MATT BOMBERGER 1.00 X 0 0 0 LISA BRANDLI 1.00 X 0 0 0 BILL DEJARLAIS 1.00 X 0 0 0 MARCO DE SA E SILVA 1.00 X 0 0 0 REAGAN DUNN 1.00 X 0 0 0 PERRY ENGLAND 1.00 X 0 0 0 GREG FEIGES 1.00 X 0 0 0 KARYN FURSTMAN 1.00 X 0 0 0 JON GARBERG 1.00 X 0 0 0 MARIANNE HEYWOOD 1.00 X 0 0 0 RODERICK JONES 1.00 X 0 0 0 TIFFANY KOENIG 1.00 X 0 0 0 JANET LEVINGER 1.00 X 0 0 0 MICHAEL MARCHAND 1.00 X 0 0 0 KIM MOLONEY 1.00 X 0 0 0 BETH NOTARI 1.00 X 0 0 0 LAUREL PRESTON 1.00 X 0 0 0 RUTH RASKIND 1.00 X 0 0 0 ROXANNE SHEPHERD 40.00 X 92500 0 6474 JANICE LEITZKE 28.00 X 38200 0 0 130700 0 6474 0 0 0 0 0 499069 636602 14810 1135671 24401 24401 31740 499069 57184 -25444 -25444 1134628 0 0 -1043 843252 843252 5070 5070 136647 30062 28696 77889 176794 38894 37127 100773 10915 2401 2292 6222 30272 6660 6357 17255 13469 13469 13500 13500 40378 24017 7659 8702 12298 5872 6426 23672 2035 16181 5456 157 157 6047 6047 1646 1646 1720 1720 BAD DEBT 4650 4650 BOARD & STAFF DEV 2609 2609 107 107 1323203 964310 118020 240873 128 238 336154 288713 218609 164968 8422 1541 37605 36222 3029 1383 812610 938339 46547 45436 1425499 1440618 53438 190934 53438 190934 X 660196 578291 293034 251762 418831 419631 1372061 1249684 1425499 1440618 X -188575 66198 X 1 0 1 X 0 X 1199246 1403487 1404419 81063 1137470 5225685 1199246 1403487 1404419 81063 1137470 5225685 1125547 4100138 39329 18668 22022 988 24401 105408 1080 1080 5332173 0.76890 0.68770 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II: THE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD FROM JUNE 30 TO AUGUST 31. THEREFORE, THE COLUMNS ON PART II REPRESENT THE FOLLOWING FISCAL YEARS: (A) 2007: JULY 1, 2008 - JUNE 30, 2009 (B) 2008: JULY 1, 2009 - JUNE 30, 2010 (C) 2009: JULY 1, 2010 - JUNE 30, 2011 (D) 2010: JULY 1, 2011 - AUGUST 31, 2011 (E) 2011: SEPTEMBER 1, 2011 - AUGUST 31, 2012 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2009: GRANT MANAGEMENT FEE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 452081 800 52685 17000 868 487698 479614 -15126 12401 6 452081 341321 81060 57947 714 479614 308531 34936 1500 646 341321 0.86040 0.13960 1 0 37605 36222 1383 1383 PART V, LINE 4: INCOME FROM THESE FUNDS IS RESTRICTED TO SUPPORT COMMUNITY SERVICE, MUSIC PROGRAMS, AND STUDENT SUPPORT AS STIPULATED BY THE RELATED GIFT INSTRUMENTS. SPRING FOR SCHOOLS LUNCHEON 530809 499069 31740 36521 20285 378 530809 499069 31740 36521 20285 378 57184 -25444 1 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 843252 TRANSFORMING EDUCATION, PROJECT READINESS, STUDENT AND TEACHER SUPPORT, SCHOOL-BASED GRANTS 1 NEW TEACHER GRANT 63 5070 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTEES ARE ASKED TO PROVIDE AN EVALUATION OF THEIR GRANT, SOMETIMES PERIODICALLY, SOMETIMES YEARLY, AND ALWAYS AT THE END OF THE GRANT. THE GRANTMAKING COMMITTEE REVIEWS THESE REPORTS AND ASKS FOR ADDITIONAL INFORMATION AS NECESSARY. RECIPIENTS OF LARGER GRANTS RECEIVE ON-SITE VISITS AND REPORT PROGRESS TO THE BOARD OF TRUSTEES PERIODICALLY. FORM 990, PART I, LINE 6: VOLUNTEERS HELP AT OUR SPRING FOR SCHOOLS, PHONATHON AND MANY OTHER EVENTS THROUGHOUT THE YEAR. THE NUMBER OF VOLUNTEERS ALSO INCLUDES UNCOMPENSATED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE INSPECTS THE CURRENT YEAR FORM 990 AND PROVIDES A FULL COPY TO THE BOARD PRIOR TO THE RETURN BEING FILED 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 A 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 15A BELLEVUE SCHOOLS FOUNDATION SUBSCRIBED TO UNITED WAY'S NON-PROFIT SALARY SURVEY TO ASSIST IN 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 HUMAN RESOURCES 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 THE EXECUTIVE DIRECTOR DETERMINED THE COMPENSATION FOR ALL OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 66,198. PART I, LINES 13 AND 22: DURING THE TAXABLE YEAR ENDING AUGUST 31, 2012, BELLEVUE SCHOOLS FOUNDATION HAD GRANT EXPENSES OF $848,322. THE AMOUNT WAS EXPENDED IN THE ORDINARY COURSE OF OPERATING ITS EXEMPT FUNCTION ACTIVITIES, BUT REPRESENTS OVER 25% OF BELLEVUE SCHOOL FOUNDATION'S NET ASSETS OF $1,372,061 AT THE BEGINNING OF THE TAXABLE YEAR ENDED AUGUST 31, 2012. BELLEVUE SCHOOL FOUNDATION'S EXPENDITURE DOES NOT CONSTITUTE A "SUBSTANTIAL CONTRACTION" UNDER THE DEFINITION IN REG. SEC. 1.6043-4 AS THE DISTRIBUTION WAS SUBSTANTIALLY OUT OF CURRENT INCOME. THERE IS NO PLAN TO LIQUIDATE OR CONTRACT THE ORGANIZATION.