Totals
- Total revenue
- $47,333,047
- Total expenses
- $46,466,375
- Contributions and grants received
- $6,919,728
- Grants paid
- $0
- Program service revenue
- $39,533,018
- Investment income
- $953,009
- Other revenue
- -$72,708
- Total assets, end of year
- $381,603,055
- Total liabilities, end of year
- $269,084,897
- Net assets or fund balances, end of year
- $112,518,158
- Program services expenses (Part IX)
- $38,932,032
- Management and general expenses
- $7,183,610
- Fundraising expenses
- $350,733
- Program service expenses (Part III)
- $38,932,032
Program services were 83.8% 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
$451,637
-
1e · Government grants (contributions)
$5,820,669
-
1f · All other contributions, gifts and grants
$647,422
-
2a · Program service revenue: RENTAL OPERATIONS
total $18,993,871 · related or exempt $18,993,871
-
2b · Program service revenue: DEVELOPMENT FEES
total $10,748,679 · related or exempt $10,748,679
-
2c · Program service revenue: PROPERTY MANAGEMENT
total $2,315,764 · related or exempt $2,315,764
-
2d · Program service revenue: INTEREST ON ADVANCES
total $2,055,618 · related or exempt $2,055,618
-
2e · Program service revenue: CONSULTING FEES
total $1,148,001 · related or exempt $1,148,001
-
2f · All other program service revenue
total $4,271,085 · related or exempt $4,271,085
-
3 · Investment income
total $953,009 · excluded $953,009
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$451,637
-
8b · Fundraising events: direct expenses
$72,384
-
8c · Net income from fundraising events
total -$72,384 · excluded -$72,384
-
11a · Other revenue: LOSS ON SALE OF PROPERTY
total -$324 · related or exempt -$324
-
11e · Other revenue, total
-$324
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,002,163 · program services $1,216,317 · management and general $679,615 · fundraising $106,231
-
7 · Other salaries and wages
total $10,116,367 · program services $7,595,185 · management and general $2,407,438 · fundraising $113,744
-
9 · Other employee benefits
total $1,793,586 · program services $1,390,896 · management and general $370,496 · fundraising $32,194
-
10 · Payroll taxes
total $1,089,420 · program services $896,636 · management and general $175,269 · fundraising $17,515
-
11a · Fees: management
total $1,088,130 · program services $227,833 · management and general $847,460 · fundraising $12,837
-
11b · Fees: legal
total $66,985 · program services $42,576 · management and general $23,971 · fundraising $438
-
11c · Fees: accounting
total $126,477 · program services $88,000 · management and general $38,477
-
11g · Fees: other
total $279,146 · program services $265,026 · management and general $13,820 · fundraising $300
-
13 · Office expenses
total $1,341,095 · program services $697,390 · management and general $629,977 · fundraising $13,728
-
16 · Occupancy
total $12,827,865 · program services $11,915,883 · management and general $894,875 · fundraising $17,107
-
19 · Conferences, conventions and meetings
total $229,845 · program services $112,802 · management and general $99,697 · fundraising $17,346
-
20 · Interest
total $5,454,660 · program services $5,248,985 · management and general $205,675
-
21 · Payments to affiliates
total $542,191 · program services $542,191
-
22 · Depreciation, depletion and amortization
total $5,895,430 · program services $5,536,331 · management and general $359,099
-
23 · Insurance
total $657,358 · program services $635,063 · management and general $22,295
-
24a · Other expenses: OTHER MISC EXPENSES
total $1,350,510 · program services $1,254,462 · management and general $96,048 · fundraising $0
-
24b · Other expenses: PROGRAM EXPENSES
total $870,972 · program services $858,249 · management and general $2,839 · fundraising $9,884
-
24c · Other expenses: WRITE-OFFS
total $447,783 · program services $319,332 · management and general $128,451 · fundraising $0
-
24d · Other expenses: LICENSES & FEES
total $286,392 · program services $88,875 · management and general $188,108 · fundraising $9,409
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,814,589 · end of year $2,034,947
-
3 · Pledges and grants receivable
beginning of year $769,202 · end of year $435,578
-
4 · Accounts receivable
beginning of year $2,680,742 · end of year $3,518,458
-
7 · Other notes and loans receivable
beginning of year $77,215,624 · end of year $98,869,916
-
9 · Prepaid expenses and deferred charges
beginning of year $1,191,433 · end of year $6,393,534
-
10a · Land, buildings and equipment: cost or other basis
$295,801,246
-
10b · Land, buildings and equipment: accumulated depreciation
$64,772,927
-
10c · Land, buildings and equipment, net
beginning of year $131,078,200 · end of year $231,028,319
-
13 · Investments: program-related
beginning of year $45,776,389 · end of year $37,648,797
-
15 · Other assets
beginning of year $799,669 · end of year $1,673,506
-
17 · Accounts payable and accrued expenses
beginning of year $2,800,951 · end of year $2,794,096
-
22 · Loans and payables to officers and key people
beginning of year $555,300 · end of year $555,300
-
23 · Secured mortgages and notes payable
beginning of year $146,831,246 · end of year $257,098,372
-
25 · Other liabilities
beginning of year $2,698,389 · end of year $8,637,129
-
27 · Net assets without donor restrictions
beginning of year $110,068,872 · end of year $112,007,578
-
28 · Net assets with donor restrictions
beginning of year $1,371,090 · end of year $510,580
Mission and programs · 2022
Mission
SEE SCHEDULE O
Activities or mission (Part I)
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:WE ENVISION DIVERSE COMMUNITIES WHERE PEOPLE OF ALL INCOMES AND BACKGROUNDS SHARE IN THE OPPORTUNITY AND PROSPERITY OF OUR REGION.BELLWETHER HOUSING CREATES STABLE COMMUNITIES AND ACCESS TO OPPORTUNITYTHROUGH AFFORDABLE HOUSING. WE DEVELOP AND MANAGE HOMES FOR PEOPLEWITH LIMITED INCOMES NEAR JOB CENTERS, TRANSIT, AND SERVICES. WEAMPLIFY OUR IMPACT BY HELPING OTHER ORGANIZATIONS IN THE PUGET SOUNDREGION DO THE SAME.
-
SEE SCHEDULE O
-
SEE SCHEDULE O
Expenses $35,663,441 · Revenue $18,993,871
-
SEE SCHEDULE O
Expenses $2,614,872 · Revenue $19,391,146
-
BELLWETHER HOUSING PROVIDES FEE-BASED TECHNICAL ASSISTANCE TO HELPOTHER NON-PROFITS CREATE AFFORDABLE HOUSING FOR THEIR RESPECTIVE MARKETS.SERVICES INCLUDE CONSULTING IN THE AREAS OF DEVELOPMENT, PROPERTYMANAGEMENT AND ASSET MANAGEMENT.
Expenses $653,719 · Revenue $1,148,001
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DEVA HASSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KATE JONCAS
VICE- CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CARLA DEWBERRY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
REBEKAH BASTIAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD KENDALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHELLY CROCKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER LARSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER NITZE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETE MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALEX HUDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN BLISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GREGG COLBURN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GABRIEL F GRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRADLEY KARVASEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NAVNEET KESHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATEESHA ATTERBERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JILMA JIMENEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE CHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN BOYD
CHIEF EXECUTIVE OFFICER
- Total calculated
- $296,936
- From this org
- $269,462
- From related orgs
- $0
- Other
- $27,474
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $269,462
- Bonus
- $0
- Other
- $0
- Deferred
- $16,645
- Nontaxable benefits
- $10,829
- Filer's total
- $296,936
-
CHERYL DEBOISE
CHIEF OPERATING OFFICER
- Total calculated
- $246,009
- From this org
- $226,384
- From related orgs
- $0
- Other
- $19,625
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,384
- Bonus
- $0
- Other
- $0
- Deferred
- $9,977
- Nontaxable benefits
- $9,648
- Filer's total
- $246,009
-
JACQUELINE HANSEN
CHIEF FINANCIAL OFFICER
- Total calculated
- $211,672
- From this org
- $187,718
- From related orgs
- $0
- Other
- $23,954
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,718
- Bonus
- $0
- Other
- $0
- Deferred
- $16,614
- Nontaxable benefits
- $7,340
- Filer's total
- $211,672
-
RICHARD LOO
DIRECTOR OF REAL ESTATE DE
- Total calculated
- $185,038
- From this org
- $177,578
- From related orgs
- $0
- Other
- $7,460
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,578
- Bonus
- $0
- Other
- $0
- Deferred
- $1,085
- Nontaxable benefits
- $6,375
- Filer's total
- $185,038
-
MICHELLE HAWLEY
DIRECTOR OF PROPERTY MANAG
- Total calculated
- $184,575
- From this org
- $154,511
- From related orgs
- $0
- Other
- $30,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,511
- Bonus
- $0
- Other
- $0
- Deferred
- $21,487
- Nontaxable benefits
- $8,577
- Filer's total
- $184,575
-
AMY BESUNDER
DIRECTOR OF FUNDRAISING
- Total calculated
- $170,083
- From this org
- $153,461
- From related orgs
- $0
- Other
- $16,622
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,461
- Bonus
- $0
- Other
- $0
- Deferred
- $10,043
- Nontaxable benefits
- $6,579
- Filer's total
- $170,083
-
PAUL R RAMIREZ
DIRECTOR OF FACILITIES MANAGEMENT
- Total calculated
- $155,722
- From this org
- $145,385
- From related orgs
- $0
- Other
- $10,337
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,385
- Bonus
- $0
- Other
- $0
- Deferred
- $9,999
- Nontaxable benefits
- $338
- Filer's total
- $155,722
-
CODY Z MCCALL
CONTROLLER
- Total calculated
- $150,438
- From this org
- $140,364
- From related orgs
- $0
- Other
- $10,074
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,364
- Bonus
- $0
- Other
- $0
- Deferred
- $9,924
- Nontaxable benefits
- $150
- Filer's total
- $150,438
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LOW INCOME HOUSING · WA · income $1,230,810 · assets $5,750,491
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $282,498 · assets $613,085
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $969,464 · assets $2,903,478
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,154,741 · assets $4,106,706
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $413,879 · assets $1,001,938
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,161,291 · assets $6,519,189
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,104,967 · assets $10,151,708
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $379,097 · assets $1,674,168
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,765,414 · assets $11,413,967
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $98,528 · assets $359,680
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $645,592 · assets $3,155,081
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $903,026 · assets $2,368,353
Directly controlled by BELLWETHER HOUSING
-
JUNEAU AND PARDEE TOWNHOMES LLC
LOW INCOME HOUSING · WA · income $347,968 · assets $1,231,182
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,118,363 · assets $3,228,388
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $0 · assets $0
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,007,929 · assets $1,328,574
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,424,017 · assets $11,542,203
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $745,173 · assets $5,706,805
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $213,816 · assets $2,254,380
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,943,916 · assets $28,473,310
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,383,106 · assets $21,984,191
Directly controlled by BELLWETHER HOUSING
-
UNIVERSITY DISTRICT DEVELOPMENT 4 GP LLC
LOW INCOME HOUSING · WA · income $0 · assets $0
Directly controlled by BELLWETHER HOUSING
-
UNIVERSITY DISTRICT DEVELOPMENT 9 GP LLC
LOW INCOME HOUSING · WA · income $0 · assets $0
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $0 · assets $0
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $0 · assets $0
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $91,837 · assets $3,161,414
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $204,756 · assets $5,682,894
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,289,635 · assets $82,510,544
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $1,018,204 · assets $11,498,734
Directly controlled by BELLWETHER HOUSING
-
LOW INCOME HOUSING · WA · income $532,363 · assets $5,200,555
Directly controlled by BELLWETHER HOUSING
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$32 · share of assets $341,809 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$7 · share of assets $408,900 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.1% owned · share of income -$22 · share of assets $2,003,062 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$118 · share of assets $21,139,963 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income $39 · share of assets $2,078 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$76 · share of assets $2,309,430 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$50 · share of assets $1,014,876 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$58 · share of assets $2,954,809 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of assets $86,712,849 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$150 · share of assets $5,462,658 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of income -$601 · share of assets $8,609,545 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of assets $7,677,250 · general or managing partner
Directly controlled by BELLWETHER HOUSING
-
RELATED · LOW INCOME HOUSING · WA · 0.01% owned · share of assets $11,092,045 · general or managing partner
Directly controlled by BELLWETHER HOUSING
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · REAL ESTATE · WA · 100% owned
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 79% owned · share of income $3,967 · share of assets $51,758
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 79% owned · share of income $348 · share of assets $25,882
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 100% owned · share of income $293,056 · share of assets $433,426
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 67% owned · share of income -$1,652 · share of assets -$320
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 100% owned · share of income -$1,310 · share of assets $6,600,094
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 100% owned · share of income -$1,950 · share of assets $5,785,379
Directly controlled by BELLWETHER HOUSING
-
C · REAL ESTATE · WA · 100% owned · share of income -$1,292 · share of assets -$106
Directly controlled by BELLWETHER HOUSING
-
ROOSEVELT JOINT VENTURE LLC
C · REAL ESTATE · WA · 100% owned
Directly controlled by BELLWETHER HOUSING
-
CEDAR ELC LLC
C · REAL ESTATE · WA · 100% owned
Directly controlled by BELLWETHER HOUSING
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349307288
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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