2011-05-13T21:05:48-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 910658331 OVERLAKE SERVICE LEAGUE OVER 4254511175 PO BOX 53203 BELLEVUE WA 980153203 CHERYL BECKER 4254511175 2011-05-13 1 Jennifer Becker Harris 4254544919 2009 2016-02-24 21:20:13Z CHERYL BECKER PO BOX 53203 BELLEVUE WA 980153203 1423106 0 X WWW.OVERLAKESERVICELEAGUE.ORG X 1911 WA THE MISSION OF OVERLAKE SERVICE LEAGUE IS TO PROMOTE STABILITY, SELF-SUFFICIENCY AND INDEPENDENCE FOR THOSE IN NEED IN THE BELLEVUE COMMUNITY THROUGH PROGRAMS AND SERVICES THAT FEED, CLOTHE, SHELTER AND EDUCATE. OVERLAKE SERVICE LEAGUE PROVIDES A BROAD SPECTRUM OF PROGRAMS AND SERVICES TO ASSIST NEEDY FAMILIES AND INDIVIDUALS. EMERGENCY FINANCIAL SUPPORT MAY INCLUDE, BUT IS NOT LIMITED TO, FOOD AS WELL AS PAYMENTS FOR HOUSING, CLOTHING, UTILITIES, CHILDCARE AND MEDICAL EXPENSES. THE LEAGUE ALSO PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, TUTORING AND CAMPERSHIPS TO DISADVANTAGED YOUTH AND COMPREHENSIVE FINANCIAL ASSISTANCE TO ADULTS PURSUING FUTHER EDUCATION. X 12 12 10 350 0 0 800249 959954 0 10966 3060 -31337 -4331 779878 958683 511231 547821 0 162347 167295 0 94835 140032 136968 813610 852084 -33732 106599 817592 1220827 80305 83153 737287 1137674 FEED - CLOTHE - SHELTER - EDUCATE. OVERLAKE SERVICE LEAGUE 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 LEAGUE ALSO PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, TUTORING AND CAMPERSHIPS TO DISADVANTAGED YOUTH AND COMPREHENSIVE FINANCIAL ASSISTANCE TO ADULTS PURSUING FURTHER EDUCATION. 0 0 312946 280280 DISTRIBUTION: INCLUDES 3 PROGRAMS:ADOPT-A-FAMILY - THE LEAGUE MATCHES NEEDY FAMILIES WITH SPONSORS AND FACILITATES THE DELIVERY OF FOOD AND GIFTS FOR THE THANKSGIVING AND CHRISTMAS HOLIDAYS. 361 ADULTS AND 502 CHILDREN WERE SERVED FOR THANKSGIVING AND 333 ADULTS AND 463 CHILDREN WERE SERVED FOR CHRISTMAS.BREAKTIME/MEALTIME - THE LEAGUE PROVIDES MEALS TO CHILDREN DURING MID-WINTER AND SPRING SCHOOL BREAKS. BOXES OF FOOD WERE DISTRIBUTED TO 1,205 CHILDREN IN FEBRUARY AND 1,267 CHILDREN IN MARCH.FOOD PANTRY - THE LEAGUE MAINTAINS A FOOD PANTRY AND DELIVERS FOOD AND BASIC NEEDS ITEMS TO QUALIFIED CLIENTS. 112935 92402 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 456 YOUNG PEOPLE THROUGH A MYRIAD OF PROGRAMS AND ACTIVITIES, 8 OF THESE YOUTH RECEIVED $30,500 IN COLLEGE SCHOLARSHIPS. 42 YOUNG PEOPLE ATTENDED CAMPS OR PARTICIPATED IN SPORTS AND YMCA ACTIVITIES. 14 STUDENTS ATTENDED SUMMER SCHOOL AND 377 CHILDREN AGES 4 THROUGH 15 RECEIVED NEW CLOTHES FOR BACK TO SCHOOL. 196353 130469 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. 592 FAMILIES, COMPRISED OF 856 ADULTS AND 971 CHILDREN, WERE ASSISTED. 47033 44670 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 THE LEAGUE THROUGH VOLUNTEER SERVICE, TEN ADULTS RECEIVED ASSISTANCE DURING THE YEAR. 112893 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. 47033 44670 112893 669267 1 1 0 0 0 0 0 0 1 1 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 1 0 0 0 0 0 1 26 0 1 10 1 0 0 0 0 0 1 1 0 0 0 1 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 WA X CHERYL BECKER 4254511175 1429 130TH AVE NE BELLEVUE WA 98005 X JOAN VALAAS 20.00 X 0 0 0 KARIN KUNTZ 12.00 X X 0 0 0 KIM BRACE 20.00 X X 0 0 0 TRISH CARPENTER 40.00 X X 0 0 0 NANCY JONES 10.00 X 0 0 0 BARBARA QUINN 10.00 X 0 0 0 CHERYL WROTH STEIN 10.00 X 0 0 0 CAROLE MARTIN 10.00 X 0 0 0 PAT PATT 10.00 X 0 0 0 SHELLEY TURNER 10.00 X 0 0 0 JOY POLT 10.00 X 0 0 0 DENISE NILES 10.00 X 0 0 0 CC SALZBERG 10.00 X 0 0 0 JOAN SNELSON 10.00 X 0 0 0 CHERYL BECKER 15.00 X X 0 0 0 DEBBIE LARSON 10.00 X 0 0 0 MARILYN HERZBERG 20.00 X 0 0 0 0 0 0 0 0 0 0 0 23315 381431 555208 291607 959954 3071 3071 38342 38353 -11 -11 -11 189334 381431 311944 -122610 -122610 7220 1834 5386 5386 225185 112292 112893 112893 958683 112893 0 -114164 547821 547821 138439 70759 18935 48745 11990 7014 1619 3357 16866 9867 2277 4722 2254 2254 16670 16670 4475 1450 3025 21681 2308 16704 2669 33162 11690 13504 7968 26162 11783 6490 7889 7784 3892 1557 2335 5349 2003 2144 1202 INDIRECT FUNDRAISING 12073 12073 REPAIRS & MAINTENANCE 2146 173 1869 104 BAD DEBT EXPENSE 1558 1558 3654 1957 951 746 852084 669267 87982 94835 9396 7713 539565 573127 21000 36255 6670 40344 40185 14533 17043 145199 109018 49397 36181 123422 197024 19935 306629 817592 1220827 37757 48150 42548 35003 80305 83153 X 669324 731202 67963 406472 737287 1137674 817592 1220827 X 1 0 1 X 0 X 645712 904654 840445 800249 959954 4151014 645712 904654 840445 800249 959954 4151014 53133 4097881 6311 21648 23987 10613 3071 65630 12731 12731 420 7 9372 378 10177 4239552 1185851 0.96660 0.96520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106327 4294 9142 119763 123412 6912 -23997 106327 1.00000 0 0 107442 78489 28953 37757 30529 7228 36181 IN-KIND RENT RECEIVABLE 306629 306629 Part V, Line 4: Description of Intended Use of Endowment Funds: 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 THE LEAGUE. WINE EVENT 182328 89937 92391 23952 11685 500 87680 ANNUAL LUNCHEON 243754 222154 21600 11003 24349 56618 1 144683 69340 75343 1250 1591 21100 20281 51935 570765 381431 189334 1250 1591 56055 56315 500 196233 311944 -122610 1 SCHOLARSHIPS FOR HIGHER EDUCATION 8 30500 ADOPT A FAMILY 891 221980 BOOK FOOD AND GIFTS FOR HOLIDAYS BREAKTIME/MEALTIME 1267 58300 EMERGENCY/FAMILY ASSISTANCE 1827 130469 BOOK FOOD, SUNDRY ITEMS, AND QUILTS. SCHOOL CLOTHING 377 61902 BOOK CLOTHING PARTNERSHIP FOR INDEPENDENCE PROGRAM 9 44670 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 228673 COST OR SELLING PRICE X 1 3900 FAIR MARKET VALUE X 1 1042 FAIR MARKET VALUE X 1004 15057 COST OR SELLING PRICE X AUCTION ITEMS 97 42935 FAIR MARKET VALUE 0 0 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 RECIEVED IS USED FOR CARS AND VEHICLES AND AUCTION ITEMS. THE NUMBER FOR FOOD INVENTORY IS BASED ON THE NUMBER OF BAGS OF FOOD RECIEVED. GRANTS ACCRUED 2010-06-30 547821 ACTUAL COST N/A 0 0 0 0 DURING THE TAXABLE YEAR ENDING JUNE 30, 2010, OVERLAKE SERVICE LEAGUE HAD PROGRAM EXPENSES OF $670,825. THIS AMOUNT WAS EXPENDED IN THE ORDINARY COURSE OF OPERATION OF ITS EXEMPT FUNCTION ACTIVITIES, BUT REPRESENTS OVER 25% OF OVERLAKE SERVICE LEAGUE'S NET ASSETS OF $737,287 AT THE BEGINNING OF THE TAXABLE YEAR ENDED JUNE 30, 2010. OVERLAKE SERVICE LEAGUE'S EXPENDITURE DOES NOT CONSTITUTE A "SUBSTANTIAL CONTRACTION" UNDER THE DEFINITION IN REG. SEC. 1.6043-3 AS THE DISTRIBUTION WAS SUBSTANTIALLY OUT OF CURRENT INCOME. THERE IS NO PLAN TO LIQUIDATE OR CONTRACT THE ORGANIZATION. Form 990, Part VI, Section A, line 6 THE LEAGUE HAS APPROXIMATELY 350 MEMBERS. MEMBERS PAY ANNUAL DUES TO THE LEAGUE 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 ELECT THE OFFICERS AND DIRECTORS AND APPROVE THE ANNUAL BUDGET AND ANY AMENDMENTS TO THE GOVERNING DOCUMENTS. MEMBERS HAVE THE APPROVAL RIGHTS IN ACCORDANCE WITH TITLE 24 OF THE WASHINGTON NONPROFIT CORPORATION ACT. Form 990, Part VI, Section A, line 7b MEMBERS HAVE THE APPROVAL RIGHTS IN ACCORDANCE WITH TITLE 24 OF THE WASHINGTON NONPROFIT CORPORATION ACT. Form 990, Part VI, Section B, line 11 A DRAFT COPY OF THE 990 IS FIRST REVIEWED BY THE BUDGET & FINANCE COMMITTEE. UPON COMPLETION, THE 990 IS REVIEWED WITH THE EXECUTIVE COMMITTEE (A SUBSET OF THE BOARD OF DIRECTORS) AND/OR FULL BOARD OF DIRECTORS PRIOR TO FILING. ALL DIRECTORS RECEIVE A COPY 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 DISCUSSION AND 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 DISCUSSION AND DECISION PROCESS. NO CONFLICTS OF INTEREST CURRENTLY EXIST IN ANY OF THE AREAS DISCUSSED ABOVE. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART I, LINE 6 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 DISTRIBUTION, AND OVERSIGHT OF FAMILY ASSISTANCE, FOCUS ON YOUTH AND PARTNERSHIP FOR INDEPENDENCE SERVICES.