2024-07-15T17:40:47-05:00 2023-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 STEPHANIE FERGUSON PRESIDENT 4254564199 2024-07-11 1 STEPHANIE FERGUSON XXX-XX-XXXX 1 ALLEN GILBERT CPA P01380103 4252506100 2024-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE FERGUSON PO BOX 40644 BELLEVUE WA 98015 2864487 0 X WWW.BELLEVUESCHOOLSFOUNDATION.ORG X 1979 WA THE MISSION OF THE BELLEVUE SCHOOLS FOUNDATION IS TO PROMOTE AND FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS. 16 16 5 20 0 0 1471061 2376241 0 0 156999 105605 -103932 -86349 1524128 2395497 888618 1125759 0 0 380505 415183 0 0 223721 118540 126748 1387663 1667690 136465 727807 3190965 4015187 123987 122136 3066978 3893051 X THE MISSION OF THE BELLEVUE SCHOOLS FOUNDATION IS TO PROMOTE AND FUND THE BEST POSSIBLE LEARNING OPPORTUNITIES FOR ALL STUDENTS IN BELLEVUE'S PUBLIC SCHOOLS. 0 0 528171 380150 0 OTHER PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE COMMUNITY ENGAGEMENT EVENTS, SPANISH VIDEO NEWSLETTER PRODUCTION, SCHOLARSHIPS, AND A WORKFORCE AFFORDABLE HOUSING STUDY 359776 359776 0 STUDENT AND TEACHER SUPPORT: PROGRAMS INCLUDE STUDENT MENTAL HEALTH SUPPORT AND TEACHER NATIONAL BOARD CERTIFICATION SUPPORT AND GRANTS THAT SUPPORT STUDENTS, TEACHERS, AND CURRICULUM DEVELOPERS THROUGH EDUCATION ENRICHMENT AND ENHANCEMENT IN MUSIC, ARTS, STEM, AND CLASSROOM INNOVATION. 231915 231915 0 PROJECT READINESS EVERY STUDENT READY TO LEARN: A SET OF PROGRAMS DESIGNED TO MAKE SURE STUDENTS ARE PREPARED FOR SUCCESS INCLUDING QUALITY EARLY LEARNING FOR HIGH NEEDS CHILDREN AND PROVIDING CULTURALLY-RESPONSIVE ELEMENTARY CLASSROOM LIBRARIES TO SUPPORT AND ENHANCE LITERACY. 146834 153918 0 TRANSFORMING EDUCATION: A SET OF INITIATIVES DESIGNED TO DEVELOP SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) CURRICULUM INCLUDING K-12 COMPUTER SCIENCE AND PROVIDE RACIAL EQUITY PROFESSIONAL DEVELOPMENT AND MENTORING STUDENTS WHO IDENTIFY AS BLACK, INDIGENOUS, PERSONS OF COLOR (BIPOC) 146834 153918 0 1266696 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X MINDY RICHARDSON 4254564199 PO BOX 40644 BELLEVUE WA 98015 JULIET BUDER EXECUTIVE DIRECTOR 40.00 X 95092 0 0 MINDY RICHARDSON FINANCE AND OPERATIONS DIRECTOR 40.00 X 77804 0 9493 STEPHANIE FERGUSON PRESIDENT 10.00 X X 0 0 0 SUSAN ISHII-YIN PRESIDENT ELECT 10.00 X X 0 0 0 ALLISON FREY IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 RACHEL LI TREASURER 5.00 X X 0 0 0 GARRETT FENTON SECRETARY 2.00 X X 0 0 0 MARIA BARRIOS BOARD MEMBER 1.00 X 0 0 0 MALINDA ELIEN VP GRANTMAKING 2.00 X X 0 0 0 RENUKA GETCHELL BOARD MEMBER 1.00 X 0 0 0 DEB GROVER BOARD MEMBER 1.00 X 0 0 0 CHELSEA LIENTZ BOARD MEMBER 1.00 X 0 0 0 CHRIS MARKS VP GRANTMAKING 2.00 X X 0 0 0 JERRY NGUYEN BOARD MEMBER 1.00 X 0 0 0 DEEPA PATTEN BOARD MEMBER 1.00 X 0 0 0 MATTHEW SCHER VP DEVELOPMENT 2.00 X X 0 0 0 CHANDANA SURLU BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WALKER BOARD MEMBER 1.00 X 0 0 0 MELISSA JOHNSON THRU 9922 BOARD MEMBER 1.00 X 0 0 0 IRENE KEARNS THRU 101222 BOARD MEMBER 1.00 X 0 0 0 HEIJA NUNN THRU 91622 BOARD MEMBER 1.00 X 0 0 0 CATHERINE SMITH THRU 92122 BOARD MEMBER 1.00 X 0 0 0 172896 0 9493 0 0 0 0 0 423858 102009 1850374 67650 2376241 103178 103178 384585 382158 2427 2427 2427 0 423858 86832 -86832 -86832 OTHER INCOME 900099 483 483 483 2395497 0 0 19256 1053039 1053039 72720 72720 190300 62799 47575 79926 173585 57283 43397 72905 19617 6474 4904 8239 31681 10454 7921 13306 7970 7970 15167 15167 39851 100 20168 19583 15598 15598 18494 2 15824 2668 2828 2828 8131 8131 CATERING, ROOM RENTAL, 10913 3825 7088 IN-KIND EXPENSE 4408 4408 MISCELLANEOUS EXPENSE 3388 3388 1667690 1266696 177273 223721 215232 74716 237327 503126 12916 378262 5542 22350 2666660 2980077 53288 56656 3190965 4015187 18320 16115 105667 106021 123987 122136 X 1256836 1306059 1810142 2586992 3066978 3893051 3190965 4015187 727807 98266 0 X 1 X 0 1 0 X 1807947 2666707 1399708 1471061 2376241 9721664 1807947 2666707 1399708 1471061 2376241 9721664 1000601 8721063 49049 38193 61581 154919 103178 406920 82 3560 483 4125 10132709 0.86070 0.82240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 919678 27779 947457 1133841 -166502 42000 5661 919678 968870 202812 32000 5841 1133841 853474 60000 93539 32000 6143 968870 882127 25000 -11859 37000 4794 853474 0.00000 0.77341 0.22659 1 0 0 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. X X X X X X X 1 MOSAIC 3RD SECTOR CONSULTING LLC PO BOX 98777 DES MOINES WA 98198 GRANT WRITING 0 0 16469 -16469 16469 -16469 WA SPRING FOR SCHOOLS EVENT 423858 423858 3950 3537 31582 24454 23309 423858 423858 3950 3537 31582 24454 23309 86832 -86832 NA X 1 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 153915 0 N/A N/A TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 231915 0 N/A N/A PROJECT READINESS BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 211287 0 N/A N/A STUDENT SUPPORT BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 446469 0 N/A N/A SCHOOL BASED GRANTS, SCHOLARSHIPS, AND OTHER GIFTS 1 SCHOLARSHIPS & AWARDS 24 29400 N/A SHERRY LADD 64 43320 N/A PART I, LINE 2: BELLEVUE SCHOOLS FOUNDATION SUPPORTS PROGRAMS WITHIN THE BELLEVUE SCHOOL DISTRICT AS BUDGETED AND INVOICED. THE BELLEVUE SCHOOLS FOUNDATION GRANTMAKING COMMITTEE ALSO REVIEWS REPORTS RECEIVED FROM THE PROGRAMS SUPPORTED. X 8 43133 FMV X OFFICE SUPPLIES 3 21468 FMV X LUNCHEON ITEMS 5 3049 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE INSPECTS THE CURRENT YEAR FORM 990 AND PROVIDES A FULL COPY TO THE BOARD PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF THE BELLEVUE SCHOOLS FOUNDATION HAS FORMALLY ADOPTED A CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER IS PROVIDED THE CONFLICT OF INTEREST POLICY AND 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 A 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 15 BELLEVUE SCHOOLS FOUNDATION REVIEWS VARIOUS INDEPENDENT NON-PROFIT SALARY REPORTS TO ASSIST IN THE RECOMMENDATIONS AS TO ITS PAYROLL BUDGET AND TO IDENTIFY WHERE THEY MAY HAVE COMPETITIVE ISSUES WITH THE POSITIONS RELATIVE TO THOSE REPORTED IN THE SURVEYS. THE EXECUTIVE DIRECTOR AND THE FINANCE AND OPERATIONS DIRECTOR ANALYZED THE SURVEY AND MADE RECOMMENDATIONS ON BUDGET AND INDIVIDUAL ISSUES. THE PAYROLL BUDGET WAS THEN APPROVED BY THE BOARD. THE BOARD LEADERSHIP PARTICIPATED IN THE INDIVIDUAL COMPENSATION/BENEFITS DECISIONS FOR THE EXECUTIVE DIRECTOR. THE LAST FULL COMPENSATION REVIEW OCCURRED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND TAX RETURN ARE AVAILABLE UPON REQUEST.