O DEA HIGH SCHOOL FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
O DEA HIGH SCHOOL FOUNDATION (EIN 91-1307532)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-06
IRS object ID
201222199349300147
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-08-06T12:30:25-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN910998279EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GATTIS COWAN & KRAMLICH PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12150 N 107TH STREET SUITE 470AddressLine1
CitySEATTLECity
StateWAState
ZIP Code981339009ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911307532EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1O'DEA HIGH SCHOOL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlODEANameControl
Phone2066226596Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1802 TERRY AVENUEAddressLine1
CitySEATTLECity
StateWAState
ZIP Code981041238ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePAT WELCHName
TitlePRESIDENTTitle
Phone2069562941Phone
Date Signed2012-08-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL KRAMLICHName
PTINP00094551PTIN
Phone2064483480Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAT WELCHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12852 - 42ND AVE WAddressLine1
CitySEATLECity
StateWAState
ZIP Code98199ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3366487GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1985YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionHIGH SCHOOL STUDENT FINANCIAL AIDActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year186665ContributionsGrantsPriorYear
Contributions Grants Current Year492473ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year128956InvestmentIncomePriorYear
Investment Income Current Year209487InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year315621TotalRevenuePriorYear
Total Revenue Current Year701960TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year240000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY310000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year42158OtherExpensePriorYear
Other Expenses Current Year44852OtherExpensesCurrentYear
Total Expenses Prior Year282158TotalExpensesPriorYear
Total Expenses Current Year354852TotalExpensesCurrentYear
Revenues Less Expenses Prior Year33463RevenuesLessExpensesPriorYear
Revenues Less Expenses CY347108RevenuesLessExpensesCY
Total Assets BOY4120934TotalAssetsBOY
Total Assets EOY4468042TotalAssetsEOY
Total Liabilities BOY156923TotalLiabilitiesBOY
Total Liabilities EOY12923TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3964011NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4455119NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE FINANCIAL ASSISTANCE STUDENTS IN FINANCIAL NEED AT O'DEA HIGH SCHOOL TO ENABLE THE STUDENTS TO REMAIN ENROLLED IN SCHOOL BY PROVIDING FULL OR PARTIAL TUITION PAYMENTSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense310000Expense
Grants310000Grants
DescriptionFINANCIAL ASSISTANCE TO 108 STUDENTS IN FINANCIAL NEED AT O'DEA HIGH SCHOOL TO ENABLE THE STUDENTS TO REMAIN ENROLLED IN SCHOOL BY PROVIDING FULL OR PARTIAL TUITION PAYMENTSDescription
Total Program Service Expense310000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOANNE VARNEYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2066221307TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1802 TERRY AVENUEAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BR KARL WALCZAK
DIRECTOR1.00X000
BRIAN VINCENT
DIRECTOR1.00X000
DANIEL F BROTHERTON
TREASURER1.00000X
PAT WELCH
PRESIDENT1.00000X
JAMES DEFRANCO
VICE PRESIDENT1.00000X
DAVE WICKWIRE
SECRETARY1.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions492473AllOtherContributions
Total Contributions492473TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column115109TotalRevenueColumn
Related Or Exempt Function Income115109RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2758905Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2664527Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities94378Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column94378TotalRevenueColumn
Related Or Exempt Function Income94378RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column701960TotalRevenueColumn
Related Or Exempt Function Income209487RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total310000Total
Program Services310000ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1750Total
Management And General1750ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
BROKER MANAGMENT FEES4204542045
TAXES AND FEES10001000
BANK CHARGES5757

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total354852Total
Program Services310000ProgramServices
Management And General44852ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY377EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY133250BOY
EOY384527EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY3987684BOY
EOY4083138EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4120934BOY
EOY4468042EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY156923BOY
EOY12923EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY156923BOY
EOY12923EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3964011BOY
EOY4455119EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3964011BOY
EOY4455119EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4120934BOY
EOY4468042EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses347108ReconcilationRevenueExpenses
Reconcilation Other Changes144000ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years138995CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years244005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years260188CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year186665CurrentTaxYearMinus1Year
Current Tax Year492473CurrentTaxYear
Total1322326Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years138995CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years244005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years260188CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year186665CurrentTaxYearMinus1Year
Current Tax Year492473CurrentTaxYear
Total1322326Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total557093AmountsSubstContributorsTotal
Public Support Total170765233PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years113172CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years110206CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years94101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year104224CurrentTaxYearMinus1Year
Current Tax Year115124CurrentTaxYear
Total536827Total
FieldValueIRS element (for citing)
Total Support1859153TotalSupport
Public Support Pertcentage1700.41160PublicSupportPertcentage170
Public Support Pertcent Prior Year0.37480PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFINANCIAL ASSISTANCE TO STUDENTS IN FINANCIAL NEED AT O'DEA HIGH SCHOOL TO ENABLE THE STUDENTS TO REMAIN ENROLLED IN SCHOOL BY PROVIDING FULL OR PARTIAL TUITION PAYMENTSTypeOfGrant
Number Of Recipients108NumberOfRecipients
Amount Of Cash Grant240000AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: IN CONJUNCTION WITH THE ADMISSIONS OFFICE OF O'DEA HIGH SCHOOL THE FOUNDATION DECIDES WHICH STUDENTS ARE TO RECEIVE AID FROM THE FOUNDATION. THE STUDENTS ARE INFORMED OF THE AID. THE FUNDS ARE TRANSFERED OVER TO O'DEA HIGH SCHOOL AND ARE CREDITED AGAINST THE STUDENT'S ACCOUNTS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11AFTER THE FORM 990 IS PREPARED AND RECEIVED BY THE FOUNDATION THE OFFICERS AND BOARD OF DIRECTORS REVIEW THE FORM AT THEIR NEXT SCHEDULED MEETING.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST THE BOARD WILL PROVIDE THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS.
FORM 990, PART XI, LINE 5:PRIOR PERIOD ADJUSTMENTS: 144,000.CHANGES IN NET ASSETS OR FUND BALANCES:

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