2025-07-15T08:10:53-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-09-01 911080997 BELLEVUE SCHOOLS FOUNDATION BELL 4254564199 PO BOX 40644 BELLEVUE WA 98015 STEPHANIE FERGUSON PRESIDENT 4254564199 2025-06-30 1 1 ALLEN GILBERT CPA P01380103 4252506100 2025-06-30 2023 2025-03-06 01:10:19Z STEPHANIE FERGUSON PO BOX 40644 BELLEVUE WA 98015 1996700 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. 15 15 4 19 0 0 2376241 1363653 0 0 105605 150838 -86349 -77043 2395497 1437448 1125759 1002869 0 0 415183 477150 0 0 301197 126748 187238 1667690 1667257 727807 -229809 4015187 4358523 122136 394602 3893051 3963921 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. 1 1 367756 299870 0 EARLY LEARNING-GRANTS PROVIDED PRESCHOOL TUITION ASSISTANCE AND TRANSITIONAL KINDERGARTEN PROGRAM SUPPORT. 354652 342785 0 STUDENT AND TEACHER SUPPORT: PROGRAMS INCLUDE FENTANYL PREVENTION, 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. 245277 200000 0 MENTAL HEALTH-GRANTS FUNDED STUDENTS RECEIVING MENTAL HEALTH SCREENINGS AND THERAPY WITH COUNSELORS. 196485 160214 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). INCLUDES SCHOLARSHIPS OF $53,600. 196485 160214 0 1164170 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 90915 0 0 MINDY RICHARDSON FINANCE AND OPERATIONS DIRECTOR 40.00 X 95991 0 9745 STEPHANIE FERGUSON PRESIDENT 10.00 X X 0 0 0 SUSAN ISHII-YIN PRESIDENT ELECT, VP EVENTS 10.00 X X 0 0 0 ALLISON FREY IMMEDIATE PAST PRESIDENT, VP GOVERNANCE 5.00 X X 0 0 0 MALINDA ELIEN VP GRANTMAKING 2.00 X X 0 0 0 CHRIS MARKS VP GRANTMAKING 2.00 X X 0 0 0 RACHEL LI TREASURER 5.00 X X 0 0 0 GARRETT FENTON SECRETARY (THRU 8/24) 2.00 X X 0 0 0 MARIO BARRIOS BOARD MEMBER (THRU 6/24) 1.00 X 0 0 0 RENUKA GETCHELL BOARD MEMBER 1.00 X 0 0 0 JUNGYEOL KIM BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WALKER BOARD MEMBER (THRU 3/24) 1.00 X 0 0 0 JERRY NGUYEN BOARD MEMBER 1.00 X 0 0 0 DEEPA PATTEN BOARD MEMBER 1.00 X 0 0 0 KRISTEN PAULSON BOARD MEMBER 1.00 X 0 0 0 MATTHEW SCHER VP DEVELOPMENT 2.00 X X 0 0 0 CLAIRE SUMADIWIRYA BOARD MEMBER 1.00 X 0 0 0 CHANDANA SURLU BOARD MEMBER 1.00 X 0 0 0 ROBERT TOLSTYKH BOARD MEMBER (THRU 1/24) 1.00 X 0 0 0 LISA WINSBY BOARD MEMBER 1.00 X 0 0 0 186906 0 9745 0 0 0 0 0 402024 961629 36274 1363653 133077 133077 469925 452164 17761 17761 17761 23610 402024 107088 -83478 -83478 OTHER INCOME 900099 6435 6435 6435 1437448 0 0 73795 920199 920199 82670 82670 229962 75887 57491 96584 195880 64640 48970 82270 14301 4720 3575 6006 37007 12212 9252 15543 7095 7095 17114 17114 53604 550 23832 29222 24348 24348 25208 1082 19847 4279 1209 1209 8258 8258 IN-KIND EXPENSE 28178 1057 27121 CATERING, ROOM RENTAL, 14760 1153 13607 MISCELLANEOUS EXPENSE 5247 5247 BAD DEBT EXPENSE 2217 2217 1667257 1164170 201890 301197 74716 224928 503126 487914 378262 223317 22350 9266 2980077 3353940 56656 59158 4015187 4358523 16115 25981 106021 368621 122136 394602 X 1306059 1303495 2586992 2660426 3893051 3963921 4015187 4358523 -229809 307533 -6854 0 X 1 X 0 1 0 X 2666707 1399708 1471061 2376241 1355726 9269443 2666707 1399708 1471061 2376241 1355726 9269443 1557497 7711946 38193 61581 154919 103178 133077 490948 82 3560 483 6435 10560 9770951 0.78930 0.86070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 82. 2021 AMOUNT: $ 3,560. 2022 AMOUNT: $ 483. 2023 AMOUNT: $ 6,435. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 947457 143962 31999 5386 1054034 919678 27779 947457 1133841 -166502 42000 5661 919678 968870 202812 32000 5841 1133841 853474 60000 93539 32000 6143 968870 0.00000 0.69520 0.30480 1 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE PROGRAM SUPPORT AT THE BELLEVUE SCHOOL DISTRICT. 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. SPRING FOR SCHOOLS EVENT 425634 402024 23610 8933 41341 47784 9030 425634 402024 23610 8933 41341 47784 9030 107088 -83478 NA X 1 BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 160215 0 N/A N/A TRANSFORMING EDUCATION BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 299870 0 N/A N/A EARLY LEARNING BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 200000 0 N/A N/A MENTAL HEALTH BELLEVUE SCHOOL DISTRICT POST OFFICE BOX 90010 BELLEVUE WA 98009 916001637 260114 0 N/A N/A STUDENT AND TEACHER SUPPORT 1 SCHOLARSHIPS AND AWARDS 30 53600 N/A SHERRY LADD TEACHER GRANTS 42 29070 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 6 11523 FMV X FOOD ITEMS 5 13827 FMV X OFFICE SUPPLIES 3 10924 FMV 0 0 1 0 FORM 990, PART III, LINE 2 FENTANYL PREVENTION --STUDENTS WERE GIVEN ACCESS TO FENTANYL PREVENTION SESSIONS. CLASSROOM RECEIVED LIBRARY BOOSTER PACKS. NARCAN RESCUE CABINETS WERE INSTALLED IN ALL DISTRICT SCHOOL BUILDINGS. FORM 990, PART III, LINE 3 THE CULTURALLY RESPONSIVE CLASSROOM LIBRARIES WAS NOT FUNDED IN FY24. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY DELEGATE SOME OR ALL OF ITS AUTHORITY TO INDIVIDUAL OFFICERS, COMMITTEES, OR THE EXECUTIVE DIRECTOR. ANY DELEGATION OF AUTHORITY BY THE BOARD SHALL BE IN WRITING AND EVIDENCED BY THE BYLAWS, THE MINUTES OF A MEETING OF THE BOARD, OR BY A CONSENT TO ACTION IN LIEU OF MEETING. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED 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.