2012-12-04T13:31:42-06:00 2012-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-07-01 910658331 OVERLAKE SERVICE LEAGUE OVER 4254511175 PO BOX 53203 BELLEVUE WA 980153203 NANCY BOYDEN 4254511175 2012-11-27 1 JENNIFER BECKER HARRIS P00183358 4254544919 2012-12-04 2011 2016-02-24 21:20:13Z BELLEVUE LIFESPRING TRISH CARPENTER PO BOX 53203 BELLEVUE WA 980153203 1334843 0 X WWW.BELLEVUELIFESPRING.ORG X 1911 WA TO ASSIST LOCAL FAMILIES IN TIMES OF NEED TO OBTAIN STABILITY AND INDEPENDENCE. 19 19 15 300 0 0 1272480 1012714 0 0 5464 3989 -421610 -94696 856334 922007 515944 384305 0 0 221561 262735 0 0 130521 277523 240420 1015028 887460 -158694 34547 1067288 994087 114112 65088 953176 928999 X FEED - CLOTHE - SHELTER - EDUCATE. BELLEVUE LIFESPRING PROVIDES A BROAD SPECTRUM OF PROGRAMS AND SERVICES TO ASSIST NEEDY FAMILIES AND INDIVIDUALS LIVING WITHIN THE BELLEVUE COMMUNITY. EMERGENCY FINANCIAL SUPPORT MAY INCLUDE, BUT IS NOT LIMITED TO, FOOD AS WELL AS PAYMENTS FOR HOUSING, CLOTHING, UTILITIES, CHILDCARE AND MEDICAL EXPENSES. THE ORGANIZATION ALSO PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, TUTORING AND CAMPERSHIPS TO DISADVANTAGED YOUTH AND COMPREHENSIVE FINANCIAL ASSISTANCE TO ADULTS PURSUING FURTHER EDUCATION. 0 0 281264 243025 DISTRIBUTION: INCLUDES 3 PROGRAMS:ADOPT-A-FAMILY - BELLEVUE LIFESPRING MATCHES NEEDY FAMILIES WITH SPONSORS AND FACILITATES THE DELIVERY OF FOOD AND GIFTS FOR THE THANKSGIVING AND CHRISTMAS HOLIDAYS. FOR THE YEAR ENDED JUNE 30, 2012, 359 ADULTS AND 443 CHILDREN WERE SERVED FOR THANKSGIVING AND 331 ADULTS AND 421 CHILDREN WERE SERVED FOR CHRISTMAS.BREAKTIME/MEALTIME - BELLEVUE LIFESPRING PROVIDES MEALS TO CHILDREN DURING MID-WINTER AND SPRING SCHOOL BREAKS. FOR THE YEAR ENDED JUNE 30, 2012, BOXES OF FOOD WERE DISTRIBUTED TO 1,281 CHILDREN IN MID-WINTER AND 1,253 CHILDREN IN SPRING, FOR A TOTAL OF 2,534 CHILDREN ASSISTED.FOOD PANTRY - BELLEVUE LIFESPRING MAINTAINS A FOOD PANTRY AND DELIVERS FOOD AND BASIC NEEDS ITEMS TO QUALIFIED CLIENTS. 74111 52660 FOCUS ON YOUTH: A COLLECTION OF PROGRAMS FOCUSING ON YOUNG PEOPLE WITH THE GOAL OF INCREASING SELF-ESTEEM, IGNITING NEW INTERESTS AND OFFERING HIGHER EDUCATIONAL OPPORTUNITIES. THIS PROGRAM HELPED YOUNG PEOPLE THROUGH A MYRIAD OF PROGRAMS AND ACTIVITIES, 13 OF THESE YOUTH RECEIVED $26,500 IN COLLEGE SCHOLARSHIPS. EIGHTY FOUR YOUNG PEOPLE ATTENDED CAMPS OR PARTICIPATED IN SPORTS AND YMCA ACTIVITIES. TWENTY FOUR STUDENTS ATTENDED SUMMER SCHOOL AND 353 CHILDREN AGES 4 THROUGH 15 RECEIVED NEW CLOTHES FOR BACK TO SCHOOL. 123857 55622 FAMILY AND EMERGENCY ASSISTANCE: FAMILIES IN CRISIS RECEIVE TEMPORARY SUPPORT TO HELP PAY RENT, UTILITIES, OR CHILDCARE TO ENABLE FAMILIES TO STAY IN THEIR HOMES AND GAIN STABILITY. FOR THE YEAR ENDED JUNE 30, 2012, FIVE HUNDRED FIFTY SEVEN FAMILIES, COMPRISED OF 863 ADULTS AND 915 CHILDREN, WERE ASSISTED. 35523 32998 PARTNERSHIP FOR INDEPENDENCE: A COMPREHENSIVE PROGRAM OF FINANCIAL ASSISTANCE TAILORED TO EACH CLIENT'S NEEDS AND DESIGNED TO ENABLE THE CLIENT TO PURSUE HIGHER EDUCATION OR VOCATIONAL TRAINING, QUALIFIED CLIENTS ARE ENROLLED IN AT LEAST A TWO-YEAR ACCREDITED OR DEGREE PROGRAM ENABLING THEM TO LIFT THEMSELVES AND THEIR FAMILIES OUT OF POVERTY. CLIENTS PARTNER WITH BELLEVUE LIFESPRING THROUGH VOLUNTEER SERVICE. FIVE ADULTS RECEIVED ASSISTANCE DURING THE YEAR. 135683 -11600 THRIFT SHOP: A RETAIL STORE SUPPLYING 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 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. 171206 32998 -11600 650438 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 0 1 30 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 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 X TRISH CARPENTER 60.00 X X 0 0 0 NANCY BOYDEN 25.00 X X 0 0 0 DEBBIE LARSON 10.00 X X 0 0 0 JOAN VALAAS 15.00 X X 0 0 0 RUTH BARRITT 10.00 X 0 0 0 MARLICE GULACSIK 4.00 X 0 0 0 BARBARA QUINN 12.00 X 0 0 0 KIM BRACE 25.00 X 0 0 0 NANCY JONES 10.00 X 0 0 0 SHERRY FROST 5.00 X 0 0 0 TERI HARMEYER 6.00 X 0 0 0 MARILYN HERZBERG 10.00 X 0 0 0 BARBARA MCCORMICK 5.00 X 0 0 0 JAMIE MILLER 2.50 X 0 0 0 RAMSAY RINGO 3.00 X 0 0 0 SABRINA SMITH 5.00 X 0 0 0 LISA VIERECK 3.00 X 0 0 0 SHARON ZUMDIECK 6.00 X 0 0 0 CAROLE MARTIN 2.00 X 0 0 0 STEVE MCGRAW 40.00 X 0 0 0 0 0 0 0 0 0 0 0 791 28186 263100 720637 476044 1012714 3963 3963 35485 35459 26 26 26 72675 263100 155771 -83096 -83096 210006 221606 -11600 -11600 922007 -11600 0 -79107 384305 384305 19349 11210 1223 6916 196185 113337 14125 68723 24632 14427 716 9489 22569 13219 656 8694 15611 15611 18380 18380 24946 22046 2900 11775 9674 175 1926 43339 25904 9559 7876 62420 43038 9533 9849 2755 846 1329 580 11840 7424 3733 683 6821 3954 2076 791 TAXES 19402 19402 INDIRECT FUNDRAISING 9641 9641 MISCELLANEOUS EXPENSES 7179 2169 3523 1487 REPAIRS & MAINTENANCE 2659 951 1138 570 3652 578 2678 396 887460 650438 106501 130521 124452 4387 306171 567753 108530 13900 2900 3666 35139 27038 3253 16518 148369 104740 29527 43629 206424 122972 250892 194224 1067288 994087 68812 37555 28600 17533 16700 10000 114112 65088 X 584620 623868 368556 305131 953176 928999 1067288 994087 X 34547 -58724 X 1 0 0 X 0 X 840445 800249 959954 1272480 1012714 4885842 840445 800249 959954 1272480 1012714 4885842 102322 4783520 23987 10613 3071 4885 3963 46519 12731 12731 4945092 1052673 0.96730 0.97440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150934 5233 -1782 1470 152915 119763 4503 26668 150934 106327 4294 9142 119763 123412 6912 -23997 106327 1.00000 0 0 99914 82335 17579 48455 22405 26050 43629 IN-KIND RENT RECEIVABLE 194224 194224 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 235078 215078 20000 55486 1000 3003 WINE EVENT 100697 48022 52675 27239 22930 3226 42887 335775 263100 72675 27239 78416 4226 45890 155771 -83096 1 SCHOLARSHIPS FOR HIGHER EDUCATION 13 12483 BOOK TUITION ASSISTANCE ADOPT A FAMILY 1554 207113 BOOK FOOD AND GIFTS FOR HOLIDAYS BREAKTIME/MEALTIME 2534 35881 BOOK FOOD FOR WINTER AND SPRING SCHOOL BREAKS EMERGENCY/FAMILY ASSISTANCE 1778 46759 8863 BOOK FOOD, SUNDRY ITEMS, AND QUILTS. SCHOOL CLOTHING 353 36133 BOOK CLOTHING PARTNERSHIP FOR INDEPENDENCE PROGRAM 5 32998 YOUTH ENRICHMENT 121 4075 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 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 SOCIAL SERVICE REVIEW COMMITTEE. 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 339625 COST OR SELLING PRICE X 1 1019 FAIR MARKET VALUE X 997 90869 COST OR SELLING PRICE X EVENT ITEMS 104 41679 FAIR MARKET VALUE X SUPPLIES 3 2852 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 OF CONTRIBUTIONS IS USED FOR STOCK WHEREAS THE NUMBER OF ITEMS RECEIVED IS USED FOR AUCTION EVENT ITEMS. THE NUMBER FOR FOOD INVENTORY IS BASED ON THE NUMBER OF BAGS OF FOOD RECEIVED. SUPPLIES 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 2012. 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 OVERSIGHT OF FAMILY ASSISTANCE, FOCUS ON YOUTH AND PARTNERSHIP FOR INDEPENDENCE SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE MEMBERSHIP ADOPTED A NUMBER OF SIGNIFICANT CHANGES TO THE BYLAWS. THESE CHANGES ALLOW FOR AN EXPANDED AND RECONFIGURED BOARD TO INCLUDE BUSINESS AND COMMUNITY LEADERS THAT WILL PROVIDE A STRONGER LEVEL OF OVERSIGHT AS WELL AS ACCESS TO ADDITIONAL RESOURCES. OTHER CHANGES INCLUDE: 1) EXECUTIVE COMMITTEE WILL HAVE AUTHORITY TO CONDUCT BUSINESS OF THE ORGANIZATION BETWEEN FULL BOARD MEETINGS (SUBJECT TO LIMITATIONS AS SET BY THE BOARD). 2) ADDITIONAL BOARD MEMBERS MAY BE APPOINTED BY THE BOARD TO SERVE OUT THE CURRENT YEAR. SUCH APPOINTED BOARD MEMBERS MAY THEN STAND FOR ELECTION BY THE MEMBERSHIP AT THE ANNUAL MEMBERSHIP MEETING. 3) THE BOARD MAY HIRE AN EXECUTIVE DIRECTOR. SUCH EXECUTIVE DIRECTOR WILL SERVE AS A NON-VOTING MEMBER OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE. 4) THE PURCHASE AND SALE OF ANY REAL PROPERTY WILL REQUIRE A TWO-THIRDS APPROVAL OF THE BOARD OF DIRECTORS. 5) FUTURE AMENDMENTS TO THE BYLAWS WILL REQUIRE A MAJORITY APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 BELLEVUE LIFESPRING HAS APPROXIMATELY 312 MEMBERS. MEMBERS PAY ANNUAL DUES OF AT LEAST $25 UNLESS THE MEMBERSHIP HAS BEEN GIFTED. INDIVIDUALS THAT HAVE BEEN MEMBERS FOR THIRTY (30) YEARS OR MORE AND HAVE REACHED THE AGE OF 80 ARE CONSIDERED LIFE MEMBERS AND ARE EXEMPT FROM PAYING ANNUAL DUES. ALL MEMBERS HAVE THE SAME VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A 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 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. 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. NO CONFLICTS OF INTEREST CURRENTLY EXIST IN ANY OF THE AREAS DISCUSSED ABOVE. FORM 990, PART VI, SECTION B, LINE 15A BELLEVUE LIFESPRING HIRED ITS FIRST PAID EXECUTIVE DIRECTOR EFFECTIVE MAY 1, 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,755. IN-KIND RENT REVENUE PREVIOUSLY RECORDED -53,969. TOTAL TO FORM 990, PART XI, LINE 5: -58,724.