2011-04-18T11:20:45-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 980154644 BETSY JOHNSON 4254564199 2011-04-18 1 Sara Elizabeth J Hyre 4254544919 2009 2016-02-24 21:20:13Z BETSY JOHNSON PO BOX 40644 BELLEVUE WA 980154644 1523362 0 X www.bsfdn.org X 1979 WA BELLEVUE SCHOOLS FOUNDATION PROMOTES AND HELPS FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS OF THE BELLEVUE SCHOOL DISTRICT. 33 33 7 100 0 0 1199246 1403487 0 38052 18303 -20565 -15556 1216733 1406234 1685742 1175545 0 295321 274823 0 194360 63791 91489 2044854 1541857 -828121 -135623 1487908 1269168 158294 35517 1329614 1233651 BELLEVUE SCHOOLS FOUNDATION PROMOTES AND HELPS FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS OF THE BELLEVUE SCHOOL DISTRICT THROUGH DISTRICT WIDE ACADEMIC INITIATIVES, TEACHER PROFESSIONAL DEVELOPMENT, COMMUNITY ENGAGEMENT, AND AN ARRAY OF PROGRAMS THAT MEET STUDENTS' SPECIAL NEEDS. WE ALSO HELP BRIDGE THE GAP BETWEEN THE BASIC FUNDING PROVIDED BY THE STATE OF WASHINGTON AND WHAT THE BELLEVUE SCHOOL DISTRICT'S STUDENTS NEED TO TRULY EXCEL. 0 0 733777 702399 ACADEMIC RIGOR:DIFFERENTIATED LEARNING INITIATIVE - TRANSFORM STUDENT EDUCATION BY CREATING A TARGETED LEARNING ENVIRONMENT TO CHALLENGE HIGH-PERFORMING STUDENTS, HELP STRUGGLING STUDENTS MEET ACADEMIC STANDARDS, AND ENGAGE STUDENTS AT EVERY LEVEL TO REALIZE THEIR FULL POTENTIAL. THE DIFFERENTIATED LEARNING INITIATIVE IS MODELED AFTER SUCCESSFUL PROGRAMS IN OTHER SCHOOL DISTRICTS. PROFESSIONAL LEARNING COMMUNITIES CONVENED AT EACH SCHOOL EXPLORE AND ADDRESS THEIR STUDENTS' UNIQUE NEEDS.GRANT CONNECTING CURRICULUM, TECHNOLOGY AND BRAIN RESEARCH FUNDED BY THE BILL & MELINDA GATES FOUNDATION - ALL 17,500 BELLEVUE STUDENTS BENEFIT FROM THE IMPROVEMENTS IN SCIENCE, MATH, LANGUAGE ARTS, WORLD LANGUAGES, AND SOCIAL STUDIES CURRICULA BASED ON "HOW STUDENTS LEARN" RESEARCH. TRANSPARENCY AND ACCOUNTABILITY INCREASED THROUGH ACCESS TO CURRICULUM FOR TEACHERS, STUDENTS AND PARENTS THROUGH THE SCHOOL DISTRICT'S ONLINE GRADEBOOK/CURRICULUM WEB SITE.PROJECT-BASED LEARNING CURRICULUM DEVELOPMENT IN HIGH SCHOOL ADVANCED PLACEMENT COURSEWORK FUNDED BY THE GEORGE LUCAS EDUCATIONAL FOUNDATION - CLASSROOM IMPLEMENTATION AND RESEARCH BY BELLEVUE TEACHERS AND UNIVERSITY OF WASHINGTON FOR PROJECT-BASED LEARNING IN HIGH SCHOOL ADVANCED PLACEMENT (AP) COURSE WORK. THE CLASS WAS PILOTED IN 2008-09 AND REMARKABLE OUTCOMES IN STUDENT LEARNING WERE ACHIEVED, INCLUDING A HIGH PASS RATE ON AP EXAM. THIS YEAR, 2009-10, THE PROJECT CONTINUED WITH THE COURSE TAUGHT AT TWO HIGH SCHOOLS. STUDENTS NOW BENEFIT FROM A NEW AP U.S. GOVERNMENT & POLITICS COURSE THAT REQUIRES ACTIVE STUDENT ENGAGEMENT IN PROJECTS THAT PROVIDE DIRECT EXPERIENCE. THIS RESULTS IN STRONG FUNCTIONAL WORKING KNOWLEDGE.MUSIC GRANTS - PROVIDE ADDITIONAL FINANCIAL SUPPORT FOR MUSIC PROGRAMS. 303133 290171 STUDENT SUPPORT: ADVANCEMENT VIA INDIVIDUAL DETERMINATION (AVID) - PROVIDES COLLEGE-PREPARATORY STUDY SKILLS DEVELOPMENT FOR STUDENTS NOT ACHIEVING POTENTIAL. THESE "AVERAGE" STUDENTS LEARN STUDY STRATEGIES, ORGANIZATIONAL SKILLS, AND HABITS OF SUCCESSFUL LEARNERS. PROGRAM ALSO TARGETS STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE.BRIDGING THE ACHIEVEMENT GAP PROGRAM - PROVIDES SUPPORT FOR INNOVATIVE EDUCATIONAL PROGRAMS AT TEN BELLEVUE SCHOOLS THAT SERVE LOW-INCOME NEIGHBORHOODS. PROGRAMS INCLUDE BEFORE AND AFTER SCHOOL ACADEMIC PROGRAMS, KINDERGARTEN EARLY LITERACY INTERVENTION PROGRAMS, AND SUMMER ACADEMIC PROGRAMS TARGETING HIGH SCHOOL STUDENTS AT-RISK OF ACADEMIC FAILURE OR DROPPING OUT OF SCHOOL.VOLUNTEERS IN BELLEVUE'S EDUCATION SYSTEM (VIBES) MENTORING PROGRAMS - SUPPORT MENTORING PROGRAMS THAT SERVED 4,500 STUDENTS IN BELLEVUE SCHOOLS. PROGRAMS INCLUDE ONE-TO-ONE (TRADITIONAL) MENTORS, SMALL GROUP MENTORS, "AVID" MENTORS, LEGACY LEADERSHIP MENTORS TO SUPPORT MIDDLE SCHOOL YOUTH OF COLOR, AND COLLEGE CORPS MENTORS TO SUPPORT STUDENTS APPLYING TO COLLEGE. 57419 54964 TEACHING EXCELLENCE:NATIONAL BOARD CERTIFICATION - HELPS TEACHERS PURSUE NATIONAL BOARD CERTIFICATION. STUDENTS OF NATIONAL BOARD CERTIFIED TEACHERS SHOW MEASURABLE IMPROVEMENT IN LEARNING, ENGAGEMENT, AND ACHIEVEMENT. IN 2009-10 THE BELLEVUE SCHOOL DISTRICT HAD 266 NATIONAL BOARD-CERTIFIED TEACHERS (27% OF TEACHERS), THE HIGHEST IN WASHINGTON STATE.NEW TEACHER GRANTS - PROVIDE SUPPORT TO NEW TEACHERS TO HELP PURCHASE EDUCATIONAL SUPPLIES. 133729 128011 COMMUNITY ENGAGEMENT:ENRICHMENT AND INNOVATION GRANTS - COMPETITIVE SMALL GRANT PROGRAM THAT FUNDED 60 ENRICHMENT ACTIVITIES AND INNOVATIVE PROJECTS IN BELLEVUE SCHOOL DISTRICT K-12 CLASSROOMS. EDUCATION EVENTS - COMMUNITY ENGAGEMENT EVENTS PROVIDE INFORMATION ABOUT BELLEVUE SCHOOLS FOUNDATION'S EDUCATIONAL PROGRAMS AND ISSUES OF IMPORTANCE TO PUBLIC EDUCATION. 133729 128011 1228058 1 1 0 0 0 0 0 0 1 1 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 1 3 0 1 7 1 0 0 0 0 0 1 1 0 0 0 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X JANICE LEITZKE 4254564199 PO BOX 40644 BELLEVUE WA 980154644 BETSY JOHNSON 15.00 X X 0 0 0 JEFF HANSEN 6.00 X X 0 0 0 LAUREL PRESTON 4.00 X X 0 0 0 LISA BRANDLI 10.00 X X 0 0 0 TRUDI JACKSON 10.00 X X 0 0 0 SARA SCHMIDT 7.00 X X 0 0 0 BETH NOTARI 5.00 X X 0 0 0 BRIAN JONAS 5.00 X X 0 0 0 RONNA WELTMAN 12.00 X 0 0 0 LEW WHITE 10.00 X 0 0 0 JOHN STOKES 10.00 X 0 0 0 LYREL BYRNE 3.00 X 0 0 0 DONNE YOUNG 3.00 X 0 0 0 RANDY SMITH 2.00 X 0 0 0 STEVE BROWN 2.00 X 0 0 0 JODY CUNNINGHAM 2.00 X 0 0 0 ERNIE JONSON 2.00 X 0 0 0 MARIA VALDESUSO 2.00 X 0 0 0 BILL DEJARLAIS 2.00 X 0 0 0 BILL POLLARD 2.00 X 0 0 0 LEENA PORWAL 2.00 X 0 0 0 GREG FEIGES 2.00 X 0 0 0 CATHY HABIB 2.00 X 0 0 0 PENNY HIRATA 2.00 X 0 0 0 JANET LEVINGER 1.00 X 0 0 0 MILT DOUGLAS 1.00 X 0 0 0 PERRY ENGLAND 1.00 X 0 0 0 KARYN FURSTMAN 1.00 X 0 0 0 ROSS HUNTER 1.00 X 0 0 0 SUSANN EDMOND 1.00 X 0 0 0 KEN KILBREATH 1.00 X 0 0 0 TIFFANY KOENIG 1.00 X 0 0 0 LISA WISSNER-SLIVKA 1.00 X 0 0 0 SHERRY LADD 40.00 X 79692 0 4000 ROXANNE SHEPHERD 40.00 X 0 0 0 JANICE LEITZKE 28.00 X 26000 0 0 105692 0 4000 0 0 0 0 0 377684 1025803 22689 1403487 18668 18668 73392 73757 -365 -365 -365 27815 377684 43371 -15556 -15556 1406234 0 0 2747 1160958 1160958 14587 14587 106459 19162 26615 60682 140257 25246 35064 79947 6760 1217 1690 3853 21347 3842 5337 12168 8012 8012 6538 6538 4746 4746 12359 1787 10572 2548 2548 1735 1735 6806 1259 2805 2742 2763 2763 2301 2301 BAD DEBT 15064 15064 IN KIND DONATIONS 11605 2273 9332 EXEC. DIRECTOR SEARCH 8812 8812 BANK & TRANSACTION FEES 8200 8200 1541857 1228058 119439 194360 200 200 992768 736025 119603 104558 1678 5551 34301 30705 6359 3596 329707 377086 37593 42152 1487908 1269168 158294 35517 158294 35517 X 460132 646210 531711 249670 337771 337771 1329614 1233651 1487908 1269168 X 1 0 1 X 0 X 1738115 2367881 2391356 1199246 1403487 9100085 1738115 2367881 2391356 1199246 1403487 9100085 2243819 6856266 29810 61576 78654 39329 18668 228037 891 891 9329013 0.73490 0.75940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 308531 0 34936 1500 0 646 341321 380742 100 -57199 14630 482 308531 0.00000 1.00000 0.00000 1 0 34301 30705 3596 3596 Part V, Line 4: Description of Intended Use of Endowment Funds: INCOME FROM THESE FUNDS IS RESTRICTED TO SUPPORT COMMUNITY SERVICE AND MUSIC PROGRAMS AS STIPULATED BY THE RELATED GIFT INSTRUMENTS. SPRING FOR SCHOOLS 405499 377684 27815 20847 3094 19430 405499 377684 27815 20847 3094 19430 43371 -15556 1 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98195 916001537 GOVERNMENT 173384 GATES & GLEF PROGRAMS BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 334471 GATES GRANT BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 88294 GLEF GRANTS BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 75700 VIBES BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 178000 BRIDGING THE ACHIEVEMENT GAP BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 36471 AVID BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 102250 SUPERINTENDENT INITIATIVES BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 51964 NATIONAL BOARD CERT LAKE HILLS ELEMENTARY 14310 SOUTHEAST 12TH STREET BELLEVUE WA 98007 916001637 GOVERNMENT 50000 LAKE HILLS WRAP AROUND BELLEVUE SCHOOL DISTRICT PO BOX 90010 BELLEVUE WA 980099010 916001637 GOVERNMENT 12632 DONOR DESIGNATE GIFTS 3 0 TEACHER STIPENDS 16 3000 SPECIAL PROGRAM GRANT 11 9737 SCHOLARSHIPS 9 1850 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. Form 990, Part VI, Section B, line 11 THE FINANCE COMMITTEE INSPECTS THE CURRENT YEAR'S 990 TAX RETURN AND MAKES A COPY OF THE FINAL 990 TAX RETURN AVAILABLE TO THE BOARD PRIOR TO THE 990 BEING FILED. Form 990, Part VI, Section B, line 12c THE BOARD OF THE BELLEVUE SCHOOLS FOUNDATION HAS FORMALLY ADOPTED THE 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 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 WE SUBSCRIBED TO UNITED WAY'S NON-PROFIT SALARY SURVEY TO ASSIST IN RECOMMENDATIONS AS TO PAYROLL BUDGET AND TO IDENTIFY WHERE WE MAY HAVE COMPETITIVE ISSUES WITH OUR POSITIONS RELATIVE TO THOSE REPORTED IN THE SURVEY. THE HR 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 IS AVAILABLE ON OUR WEBSITE AND BY REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE BY REQUEST. FORM 990, PART I, LINE 6 VOLUNTEERS HELP AT OUR SPRING FOR SCHOOLS AND PHONATHON AND MANY OTHER EVENTS THROUGHOUT THE YEAR. THE NUMBER OF VOLUNTEERS ALSO INCLUDES THE UNCOMPENSATED BOARD MEMBERS. PART I, LINES 13 AND 22 DURING THE TAXABLE YEAR ENDING JUNE 30, 2010, BELLEVUE SCHOOLS FOUNDATION HAD GRANT EXPENSES OF $1,175,545. THIS AMOUNT WAS EXPENDED IN THE ORDINARY COURSE OF OPERATION OF ITS EXEMPT FUNCTION ACTIVITIES, BUT REPRESENTS OVER 25% OF BELLEVUE SCHOOLS FOUNDATION'S NET ASSETS OF $1,329,614 AT THE BEGINNING OF THE TAXABLE YEAR ENDED JUNE 30, 2010. BELLEVUE SCHOOLS 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.