2024-05-09T11:25:14-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 237189670 INVESTED INVE 2063521199 606 OAKESDALE AVENUE SW C-202 RENTON WA 98057 JOHN MULLIN INTERIM EXECUTIVE DIRECTOR 2063521199 2024-05-08 1 JOHN MULLIN 999009999 0 CAROLYN B FJELSTAD P02161439 4254544919 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN MULLIN 606 OAKESDALE AVENUE SW C-202 RENTON WA 98057 2156159 0 X WWW.INVESTED.ORG X 1963 WA ASSIST NEEDY STUDENTS IN WASHINGTON TO HELP THEM GET TO SCHOOL, STAY IN SCHOOL AND GRADUATE. 17 17 8 25 0 0 775423 953863 0 0 553880 325808 -69088 -85992 1260215 1193679 596678 494387 0 0 625451 830687 0 0 565419 441779 479703 1663908 1804777 -403693 -611098 8513458 8622593 95359 398191 8418099 8224402 X INVESTED SUPPORTS WASHINGTON STATE SECONDARY SCHOOLS WITH RESOURCES TO HELP STUDENTS GET TO SCHOOL, ENGAGE IN SCHOOL, AND GRADUATE. OUR FUNDING ALLOWS SCHOOLS TO HELP STUDENTS WITH BASIC SUPPLIES AND ACCESS PROGRAMS AND OTHER ASSISTANCE. 0 1 735674 375761 EACH FALL, THE ORGANIZATION PROVIDES AN INITIAL ROUND OF PROGRAM FUNDING DIRECTLY TO SECONDARY SCHOOLS TO MAKE FUNDS AVAILABLE FOR IMMEDIATE USE WITH MINIMAL BUREAUCRACY. WITH INPUT FROM THOSE WHO ARE CLOSEST TO THE STUDENTS - THEIR TEACHERS, COUNSELORS OR COACHES - THE SCHOOL'S LOCAL TEAM FUNDS ITEMS THAT SPECIFIC STUDENTS NEED, BUT CANNOT AFFORD, ALLOWING THEM TO PARTICIPATE FULLY IN SCHOOL. SPECIFIC NEEDS INCLUDE ACTIVITY FEES, MUSICAL INSTRUMENT RENTAL, UNIFORMS OR CLOTHING, OR TEST FEES. INITIAL FUNDING FOR FY23 WAS $375,761. 118626 118626 THE ORGANIZATION HAS A CHALLENGE MATCHING PROGRAM TO ENCOURAGE SCHOOLS TO GROW LOCAL SUPPORT FOR THE INVESTED PROGRAM AND STUDENT EQUITY THRU EVERY DONATION PROGRAM TO ALLOW DONORS TO DESIGNATE FUNDS TO BE USED AT SPECIFIC SCHOOLS. THE ORGANIZATION PROVIDED $72,866 IN MATCHING FUNDS AND GOODS AND $45,760 IN STUDENT EQUITY THRU EVERY DONATION FUNDS DURING THE YEAR. 854300 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WA X MIKE BUSSING 2063521199 606 OAKESDALE AVENUE SW C-202 RENTON WA 98057 STEVE BROWN PRESIDENT 3.00 X X 0 0 0 JEFF RICHARDS 1ST VICE PRESIDENT 0.50 X X 0 0 0 ANGIE BROTHERTON 2ND VICE PRESIDENT THRU 04/23 0.50 X X 0 0 0 TRISH MILLINES DZIKO SECRETARY 0.50 X X 0 0 0 GREGORY B GENTILINI TREASURER 0.50 X X 0 0 0 SARAH BERKELHAMER BOARD MEMBER 0.50 X 0 0 0 MIA COFFMAN BOARD MEMBER 0.50 X 0 0 0 BRITTNEY DENNING BOARD MEMBER 0.50 X 0 0 0 JIM IVERS BOARD MEMBER 0.50 X 0 0 0 ANDY KNAPP BOARD MEMBER 0.50 X 0 0 0 TANYA L LAWLESS BOARD MEMBER 0.50 X 0 0 0 DR DAMIEN PATTENAUDE BOARD MEMBER 0.50 X 0 0 0 CORY PLAGER BOARD MEMBER 0.50 X 0 0 0 DR MICHELLE PRICE BOARD MEMBER 0.50 X 0 0 0 DR GENE SEMENTI BOARD MEMBER 0.50 X 0 0 0 DR LINDA SMITH BOARD MEMBER 0.50 X 0 0 0 SABRINA TAYLOR BOARD MEMBER 0.50 X 0 0 0 REGGIE WOODS BOARD MEMBER 0.50 X 0 0 0 JOYCE A WALTERS EXECUTIVE DIRECTOR 40.00 X 153432 0 13771 153432 0 13771 1 0 1 0 0 28977 200668 263114 461104 50009 953863 190192 190192 961235 825619 135616 135616 135616 50869 200668 136861 -85992 -85992 1193679 0 0 239816 494387 494387 173875 39991 46946 86938 541913 168414 128034 245465 8724 2854 2002 3868 46774 13639 11426 21709 59401 17321 14510 27570 676 676 38525 38525 27035 27035 129588 33215 49556 46817 20801 20801 37024 4117 17600 15307 79774 57225 11028 11521 87958 21431 19219 47308 11042 287 1261 9494 1933 1933 12343 1419 8188 2736 5694 5694 MAINTENANCE AND REPAIRS 18435 403 18032 FOOD 8423 2724 5699 452 231 221 1804777 854300 385058 565419 69139 41472 2671 12301 27240 172311 211123 183051 17444 16349 19824 1095 8176373 7958342 7088 1417 0 252604 8513458 8622593 73872 137999 21487 0 0 260192 95359 398191 X 8346153 7984165 71946 240237 8418099 8224402 8513458 8622593 -611098 417401 0 X 0 1 X 1 0 X 719245 1532026 4458288 775423 953863 8438845 719245 1532026 4458288 775423 953863 8438845 383828 8055017 231043 205697 169770 174749 190192 971451 9410296 0.85600 0.85360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17444 16349 1095 1095 FINANCING LEASE LIABILITY 14944 OPERATING LEASE LIABILITY 245248 260192 1640932 417401 800 29052 447253 1193679 0 1193679 1834629 800 58020 58820 1775809 27035 1933 28968 1804777 PART XI, LINE 2D - OTHER ADJUSTMENTS: REGIONAL EVENT EXPENSE REPORTED ON PART IX -1,933. INVESTMENT EXPENSE REPORTED NET ON PART IX -27,035. FUNDRAISING EXPENSE REPORTED NET ON PART VIII 58,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED NET ON PART VIII 58,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: REGIONAL EVENT EXPENSE REPORTED ON PART IX 1,933. SEATTLE GALA 251537 200668 50869 11302 34822 9000 81737 251537 200668 50869 11302 34822 9000 81737 136861 -85992 1 RAINIER BEACH HIGH SCHOOL 8815 SEWARD PARK AVE S SEATTLE WA 98118 GOVERNMENT 11320 0 IMMEDIATE ASSISTANCE TO STUDENTS CHIEF SEALTH INTERNATIONAL HIGH SCHOOL 2600 SW THISTLE ST SEATTLE WA 98126 GOVERNMENT 6940 0 IMMEDIATE ASSISTANCE TO STUDENTS MARINER HIGH SCHOOL 200 12TH ST SW EVERETT WA 98204 GOVERNMENT 5095 0 IMMEDIATE ASSISTANCE TO STUDENTS 3 0 PART I, LINE 2: INVESTED PROVIDES A SECURE CLOUD BASED SYSTEM WHERE SCHOOLS TRACK ALL MATTERS RELEVANT TO THE INVESTED PROGRAM, BOTH REVENUES AND DISBURSEMENTS, ALL OF WHICH MUST BE DONE IN ACCORDANCE WITH WRITTEN PROGRAM GUIDELINES. ALL SCHOOLS MUST COMPLETE A YEAR END REPORT THAT DETAILS ALL DISBURSEMENTS MADE THROUGHOUT THE YEAR. THEY ALSO COMPLETE A YEAR END SURVEY TO PROVIDE QUALITATIVE AND QUANTITATIVE INFORMATION ABOUT THE EFFECT OF THE INVESTED PROGRAM ON HELPING INDIVIDUAL STUDENTS TO STAY ENGAGED AND IN SCHOOL. EACH SCHOOL IS ASKED TO PROVIDE A STORY ABOUT THE EFFECT OF THE INVESTED PROGRAM ON A SPECIFIC STUDENT. SCHOOLS WILL NOT BE FUNDED IN THE FOLLOWING YEAR UNLESS THE REPORTS ARE COMPLETED TIMELY. X 0 0 0 0 0 0 0 0 0 JOYCE A WALTERS EXECUTIVE DIRECTOR 153432 0 0 0 0 0 4603 0 9168 0 167203 0 0 0 X AUCTION ITEMS 39 44019 FAIR MARKET VALUE X WINE 1 5990 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESENTS THE NUMBER OF ITEM RECEIVED FOR DONATED AUCTION ITEMS AND THE NUMBER OF CONTRIBUTORS FOR ALL OTHER ITEMS. FORM 990, PART I, LINE 6: INVESTED HAS 18 BOARD MEMBERS AND 7 VOLUNTEERS HELPED WITH THE ANNUAL GALA. FORM 990, PART III, LINE 3 FINAL FUNDS FOR THE COVID-19 STUDENT FUND PROGRAM WERE DISTRIBUTED DURING FY22. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THE ENTIRE BOARD WILL RECEIVE A PUBLIC DISCLOSURE COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, DIRECTORS AND COMMITTEE MEMBERS. THE POLICY IS MONITORED BY THE BOARD AND COMMITTEE MEMBERS. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THREE BOARD MEMBERS CONDUCTED THE REVIEW OF THE EXECUTIVE DIRECTOR. THE ORGANIZATION HAS NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. THE EXECUTIVE DIRECTOR COMPLETED A SELF-EVALUATION WHICH WAS USED BY THE COMMITTEE TO EVALUATE HER PERFORMANCE. THE RESULTS OF THE EVALUATION WERE REPORTED TO THE BOARD AND MINUTES OF THE MEETING WERE KEPT. THE LAST COMPENSATION REVIEW WAS COMPLETED AT THE END OF THE 2023 FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.