2024-04-04T11:37:49-05:00 2023-08-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-09-01 911143444 MERCER ISLAND SCHOOLS FOUNDATION MERC 2062752550 PO BOX 1243 MERCER ISLAND WA 980401243 MEGHAN BANTA PRESIDENT 2062752550 2024-03-28 1 MEGHAN BANTA 999009999 0 KAREN L DUNN P00192887 4254544919 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGHAN BANTA PO BOX 1243 MERCER ISLAND WA 980401243 1182734 0 X WWW.MERCERISLANDSCHOOLSFOUNDATION.COM X 1981 WA TO CONNECT THE RESOURCES OF THE COMMUNITY TO THE IDENTIFIED ACADEMIC NEEDS OF MERCER ISLAND SCHOOLS. 19 19 3 113 0 0 1105743 1143737 0 0 755 20941 -27762 -42938 1078736 1121740 808379 882096 0 0 168877 193179 0 0 115191 99638 105528 1076894 1180803 1842 -59063 1177249 900465 673354 456920 503895 443545 X THE MERCER ISLAND SCHOOLS FOUNDATION IS A 501(C)(3) PUBLIC SERVICE, NON-PROFIT ORGANIZATION DEDICATED TO ENHANCING AND IMPROVING THE QUALITY OF EDUCATION PROVIDED TO ALL STUDENTS OF THE MERCER ISLAND SCHOOL DISTRICT BY OBTAINING CONTRIBUTIONS FOR THE PUBLIC SCHOOLS. 0 0 566412 566412 ACADEMIC SUPPORT AND ENRICHMENT: GRANTS WHICH DIRECTLY SUPPORT THE ACADEMIC AND FINE ARTS PROGRAMS IN THE SCHOOLS INCLUDING SCHOOL IMPROVEMENT PLANS, CLASSROOM ENRICHMENT GRANTS, INSTRUCTIONAL MATERIALS, CURRICULUM REVIEWS AND ADOPTIONS, AS WELL AS DESIGNATED GIFTS TO EXTRACURRICULAR PROGRAMS. 294071 294071 THE SPRING FOR SCHOOLS CAMPAIGN WAS AN ONGOING COMMUNITY-WIDE FUNDRAISING CAMPAIGN. FUNDS WERE USED TO HELP THE DISTRICT MAINTAIN THE HIGHEST ACADEMIC STANDARDS AND THE LOWEST CLASS SIZES POSSIBLE. 21043 21043 STUDENT SUPPORT PROGRAMS: GRANTS WHICH SUPPORT THE VARIED AND SPECIAL NEEDS OF STUDENTS, PARTICULARLY SPECIAL SERVICES, THE ELEMENTARY SCHOOL'S 2ND STEP PROGRAM THAT TEACHES SOCIAL/EMOTIONAL LEARNING, THE MIDDLE SCHOOL "WHERE EVERYBODY BELONGS" PROGRAM, AND THE HIGH SCHOOL ISLANDER HOUR PROGRAM. 570 570 PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR STAFF: GRANTS FOR TEACHER TRAINING AND OPPORTUNITIES FOR NATIONAL BOARD CERTIFICATION SO OUR SCHOOL DISTRICT CAN ATTRACT AND RETAIN EXCELLENT TEACHERS. 570 570 882096 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JULIE DUFFIE 2062752550 PO BOX 1243 MERCER ISLAND WA 980401243 MICHELLE DUMLER PRESIDENT 5.00 X X 0 0 0 SHERI BLUMENTHAL VICE PRESIDENT 5.00 X X 0 0 0 DANIEL ODIEVICH TREASURER 5.00 X X 0 0 0 RUBY AZEEM SECRETARY 5.00 X X 0 0 0 MEGHAN BANTA DIRECTOR (INCOMING CO-PRESIDENT) 2.00 X 0 0 0 LISA KALSCHEUR DIRECTOR (INCOMING CO-PRESIDENT) 2.00 X 0 0 0 JILL ASHTON DIRECTOR 2.00 X 0 0 0 KAARINA AUFRANC DIRECTOR 2.00 X 0 0 0 AHISHA AVANT DIRECTOR 2.00 X 0 0 0 GALIT GILAD-TALBY DIRECTOR 2.00 X 0 0 0 JULIE HSIEH DIRECTOR 2.00 X 0 0 0 TYSON FARMER DIRECTOR 2.00 X 0 0 0 SUSAN KIM DIRECTOR 2.00 X 0 0 0 JEFF MILLER DIRECTOR 2.00 X 0 0 0 ROBB MONKMAN DIRECTOR 2.00 X 0 0 0 CARIN PARCEL DIRECTOR 2.00 X 0 0 0 SAMANTHA RUBENFIELD DIRECTOR 2.00 X 0 0 0 MATT RICHENBURG DIRECTOR 2.00 X 0 0 0 CHRIS SHERLAND DIRECTOR 2.00 X 0 0 0 GRETA STEDNICK DIRECTOR 2.00 X 0 0 0 ASHLEY STERNBERG DIRECTOR 2.00 X 0 0 0 SHANNON STOKKE DIRECTOR 2.00 X 0 0 0 TIFFANY TOPOL DIRECTOR 2.00 X 0 0 0 TAMARA SHOOP EXECUTIVE DIRECTOR 35.00 X 106351 0 0 106351 0 0 1 0 0 0 0 395720 748017 7800 1143737 20740 20740 14497 14296 201 201 201 3500 395720 46698 -43198 -43198 260 260 260 1121740 0 0 -21997 882096 882096 111067 55534 55533 67599 33799 33800 14513 7256 7257 18040 18040 1157 1157 25057 22872 2185 9848 9848 1546 1546 4553 4553 255 255 DESIGN SERVICES 29813 29813 PHONE-A-THON 7550 7550 NEW DEVLPMNT INITIATVES 4378 4378 SPRING FOR SCHLS EXPS 3331 3331 1180803 882096 183516 115191 250552 115093 910731 770790 12081 10783 3885 3799 1177249 900465 12066 1037 661288 455883 673354 456920 X 343919 290085 159976 153460 503895 443545 1177249 900465 X -59063 -1287 X 1 X 0 1 0 X 1246205 1125868 1183590 1105743 1143737 5805143 2500 2500 2500 2500 2500 12500 1248705 1128368 1186090 1108243 1146237 5817643 435143 5382500 2464 1787 127 1086 20740 26204 260 260 5844107 0.92100 0.89880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BREAKFAST OF CHAMPIONS 399220 395720 3500 8440 7800 25496 4962 399220 395720 3500 8440 7800 25496 4962 46698 -43198 1 MERCER ISLAND SCHOOL DISTRICT 4160 86TH AVE SE MERCER ISLAND WA 98040 916001628 882096 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: GENERALLY THE MERCER ISLAND SCHOOL DISTRICT PRESENTS INVOICES, WITH DOCUMENTATION, TO THE FOUNDATION FOR REIMBURSEMENT. FORM 990, PART I, LINE 6, VOLUNTEERS: 18 VOLUNTEERS SERVED ON OUR BOARD OF DIRECTORS DURING THE YEAR. 100 VOLUNTEERS MADE PHONE CALLS TO SOLICIT GIFTS OVER TWO NIGHTS DURING OUR ANNUAL CAMPAIGN IN THE FALL. THROUGHOUT THE YEAR AN ADDITIONAL 5 VOLUNTEERS SERVED ON ONE-TIME PROJECTS FOR THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR WORKS WITH AN ACCOUNTANT TO COLLECT DATA AND PREPARE THE RETURN. BEFORE FILING, THE BOARD TREASURER RECEIVES A COMPLETE COPY OF THE FORM 990 AND THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITHOUT SCHEDULE B. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE OF THE BOARD. IF A CONFLICT OR POTENTIAL CONFLICT IS FOUND BASED ON THEIR REVIEW OR AS NOTIFIED BY BOARD MEMBER THEMSELVES OR OUTSIDE PARTIES THROUGHOUT THE YEAR, THE SAID BOARD MEMBERS MUST EXCUSE THEMSELVES FROM DISCUSSION AND VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE USES THE CANDID WAGE AND SALARY SURVEY OF NON-PROFIT ORGANIZATIONS IN KING, SNOHOMISH AND PIERCE COUNTIES AS A REFERENCE. THIS SURVEY OF NOT FOR PROFIT ORGANIZATIONS MATCHES JOB CONTENT AND POSITIONS WITH SIMILAR NON-PROFITS BY SIZE OF ORGANIZATIONS - NUMBER OF EMPLOYEES AND/OR THE AMOUNT OF REVENUE RAISED. THE EXECUTIVE COMMITTEE LOOKS AT ORGANIZATIONS WITH 1-5 EMPLOYEES AND REVENUE OF $1 - $2M TO BEST MATCH THE MERCER ISLAND SCHOOLS FOUNDATION PROFILE. THE SALARY IS PUT INTO A CALCULATION AND THE COMMITTEE CAN EVALUATE THE LOW/MEDIAN/HIGH SALARY RANGES. THE BOARD PRESIDENT ALSO CHECKS IN WITH OTHER SCHOOL FOUNDATIONS LOCALLY SUCH AS THE BELLEVUE, ISSAQUAH AND LAKE WASHINGTON SCHOOL FOUNDATIONS TO MAKE A COMPARISON OF SALARIES FOR THEIR EXECUTIVE DIRECTORS. A SALARY RECOMMENDATION IS DETERMINED AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN FALL 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTABLE PLEDGES -1,287.