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Nonprofiteer
← BELLEVUE SCHOOLS FOUNDATION

Form 990 for tax year 2023

Filed by BELLEVUE SCHOOLS FOUNDATION.

Totals

Total revenue
$1,437,448
Total expenses
$1,667,257
Contributions and grants received
$1,363,653
Grants paid
$1,002,869
Program service revenue
$0
Investment income
$150,838
Other revenue
-$77,043
Total assets, end of year
$4,358,523
Total liabilities, end of year
$394,602
Net assets or fund balances, end of year
$3,963,921
Program services expenses (Part IX)
$1,164,170
Management and general expenses
$201,890
Fundraising expenses
$301,197
Program service expenses (Part III)
$1,164,170

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $402,024

  • 1f · All other contributions, gifts and grants

    $961,629

  • 1g · Noncash contributions included above

    $36,274

  • 3 · Investment income

    total $133,077 · excluded $133,077

  • 7a · Gross sales of assets other than inventory

    securities $469,925

  • 7b · Less cost or other basis and sales expenses

    securities $452,164

  • 7c · Gain or loss

    securities $17,761

  • 7d · Net gain or loss

    total $17,761 · excluded $17,761

  • 8a · Fundraising events: gross income

    $23,610

  • 8a · Fundraising events: contributions included on line 1c

    $402,024

  • 8b · Fundraising events: direct expenses

    $107,088

  • 8c · Net income from fundraising events

    total -$83,478 · excluded -$83,478

  • 11a · Other revenue: OTHER INCOME

    total $6,435 · excluded $6,435

  • 11e · Other revenue, total

    $6,435

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $920,199 · program services $920,199

  • 2 · Grants to domestic individuals

    total $82,670 · program services $82,670

  • 5 · Compensation of officers, directors and key employees

    total $229,962 · program services $75,887 · management and general $57,491 · fundraising $96,584

  • 7 · Other salaries and wages

    total $195,880 · program services $64,640 · management and general $48,970 · fundraising $82,270

  • 9 · Other employee benefits

    total $14,301 · program services $4,720 · management and general $3,575 · fundraising $6,006

  • 10 · Payroll taxes

    total $37,007 · program services $12,212 · management and general $9,252 · fundraising $15,543

  • 11c · Fees: accounting

    total $7,095 · management and general $7,095

  • 11f · Fees: investment management

    total $17,114 · management and general $17,114

  • 11g · Fees: other

    total $53,604 · program services $550 · management and general $23,832 · fundraising $29,222

  • 12 · Advertising and promotion

    total $24,348 · fundraising $24,348

  • 13 · Office expenses

    total $25,208 · program services $1,082 · management and general $19,847 · fundraising $4,279

  • 19 · Conferences, conventions and meetings

    total $1,209 · management and general $1,209

  • 23 · Insurance

    total $8,258 · management and general $8,258

  • 24a · Other expenses: IN-KIND EXPENSE

    total $28,178 · program services $1,057 · fundraising $27,121

  • 24b · Other expenses: CATERING, ROOM RENTAL,

    total $14,760 · program services $1,153 · fundraising $13,607

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $5,247 · management and general $5,247

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $2,217 · fundraising $2,217

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $74,716 · end of year $224,928

  • 2 · Savings and temporary cash investments

    beginning of year $503,126 · end of year $487,914

  • 3 · Pledges and grants receivable

    beginning of year $378,262 · end of year $223,317

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,350 · end of year $9,266

  • 11 · Investments: publicly traded securities

    beginning of year $2,980,077 · end of year $3,353,940

  • 12 · Investments: other securities

    beginning of year $56,656 · end of year $59,158

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,115 · end of year $25,981

  • 18 · Grants payable

    beginning of year $106,021 · end of year $368,621

  • 27 · Net assets without donor restrictions

    beginning of year $1,306,059 · end of year $1,303,495

  • 28 · Net assets with donor restrictions

    beginning of year $2,586,992 · end of year $2,660,426

Mission and programs · 2023

Mission

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.

  • EARLY LEARNING-GRANTS PROVIDED PRESCHOOL TUITION ASSISTANCE AND TRANSITIONAL KINDERGARTEN PROGRAM SUPPORT.

    Expenses $367,756 · Grants $299,870

  • 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.

    Expenses $354,652 · Grants $342,785

  • MENTAL HEALTH-GRANTS FUNDED STUDENTS RECEIVING MENTAL HEALTH SCREENINGS AND THERAPY WITH COUNSELORS.

    Expenses $245,277 · Grants $200,000

  • 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.

    Expenses $196,485 · Grants $160,214

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Juliet Buder

    EXECUTIVE DIRECTOR

    Total calculated
    $90,915
    From this org
    $90,915
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Mindy Richardson

    FINANCE AND OPERATIONS DIRECTOR

    Total calculated
    $105,736
    From this org
    $95,991
    From related orgs
    $0
    Other
    $9,745
    Hours/week
    40
  • Stephanie Ferguson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Susan Ishii-Yin

    PRESIDENT ELECT, VP EVENTS

    Total calculated
    $0
    Hours/week
    10
  • Allison Frey

    IMMEDIATE PAST PRESIDENT, VP GOVERNANCE

    Total calculated
    $0
    Hours/week
    5
  • Malinda Elien

    VP GRANTMAKING

    Total calculated
    $0
    Hours/week
    2
  • Chris Marks

    VP GRANTMAKING

    Total calculated
    $0
    Hours/week
    2
  • Rachel Li

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Garrett Fenton

    SECRETARY (THRU 8/24)

    Total calculated
    $0
    Hours/week
    2
  • Mario Barrios

    BOARD MEMBER (THRU 6/24)

    Total calculated
    $0
    Hours/week
    1
  • Renuka Getchell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jungyeol Kim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Walker

    BOARD MEMBER (THRU 3/24)

    Total calculated
    $0
    Hours/week
    1
  • Jerry Nguyen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Deepa Patten

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kristen Paulson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Matthew Scher

    VP DEVELOPMENT

    Total calculated
    $0
    Hours/week
    2
  • Claire Sumadiwirya

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Chandana Surlu

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert Tolstykh

    BOARD MEMBER (THRU 1/24)

    Total calculated
    $0
    Hours/week
    1
  • Lisa Winsby

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • BELLEVUE SCHOOL DISTRICT

    $299,870

    EARLY LEARNING

  • BELLEVUE SCHOOL DISTRICT

    $260,114

    STUDENT AND TEACHER SUPPORT

  • BELLEVUE SCHOOL DISTRICT

    $200,000

    MENTAL HEALTH

  • BELLEVUE SCHOOL DISTRICT

    $160,215

    TRANSFORMING EDUCATION

Provenance

Return type
form_990
Tax year
2023
Filed
30 June 2025
IRS schema version
2023v6.0
Source object
202521969349300012

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