Civic Intelligence

Lake Washington Schools Foundation

990 • Fiscal year 2020 • EIN 55-0891792

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization ProfileWWW.LWSF.ORG
PO Box 83Redmond, WA 98073

(425) 936-1414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.09x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$48,147

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

33%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$542,801

Up $134,004 (+33%) from 2019

Net Assets

Up

$483,507

Up $86,079 (+22%) from 2019

Liabilities

Up

$59,294

Up $47,925 (+422%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Up

$669,356

Up $147,284 (+28%) from 2019

Expenses

Up

$541,517

Up $8,470 (+1.6%) from 2019

Net Income

Up

$127,839

Up $138,814 (+1265%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $338,314Liabilities 2011: $225,016Net Assets 2011: $113,2982011Assets 2012: $390,038Liabilities 2012: $232,717Net Assets 2012: $157,3212012Assets 2013: $474,849Liabilities 2013: $287,230Net Assets 2013: $187,6192013Assets 2014: $476,030Liabilities 2014: $273,777Net Assets 2014: $202,2532014Assets 2015: $498,635Liabilities 2015: $315,637Net Assets 2015: $182,9982015Assets 2016: $371,700Liabilities 2016: $207,500Net Assets 2016: $164,2002016Assets 2017: $433,996Liabilities 2017: $254,320Net Assets 2017: $179,6762017Assets 2018: $553,062Liabilities 2018: $60,333Net Assets 2018: $492,7292018Assets 2019: $408,797Liabilities 2019: $11,369Net Assets 2019: $397,4282019Assets 2020: $542,801Liabilities 2020: $59,294Net Assets 2020: $483,5072020Assets 2021: $860,093Liabilities 2021: $17,883Net Assets 2021: $842,2102021Assets 2022: $845,897Liabilities 2022: $6,702Net Assets 2022: $839,1952022Assets 2023: $887,213Liabilities 2023: $243,871Net Assets 2023: $643,3422023Assets 2024: $729,609Liabilities 2024: $234,056Net Assets 2024: $495,5532024

Highlighted filing

2020

Assets$542,801
Liabilities$59,294
Net Assets$483,507
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $545,3992011Revenue 2012: $396,630Expenses 2012: $352,607Net Income 2012: $44,0232012Revenue 2013: $621,680Expenses 2013: $596,762Net Income 2013: $24,9182013Revenue 2014: $398,839Expenses 2014: $388,304Net Income 2014: $10,5352014Revenue 2015: $419,132Expenses 2015: $438,387Net Income 2015: -$19,2552015Revenue 2016: $325,322Expenses 2016: $344,120Net Income 2016: -$18,7982016Revenue 2017: $455,553Expenses 2017: $453,342Net Income 2017: $2,2112017Revenue 2018: $694,951Expenses 2018: $399,449Net Income 2018: $295,5022018Revenue 2019: $522,072Expenses 2019: $533,047Net Income 2019: -$10,9752019Revenue 2020: $669,356Expenses 2020: $541,517Net Income 2020: $127,8392020Revenue 2021: $830,157Expenses 2021: $438,643Net Income 2021: $391,5142021Revenue 2022: $650,602Expenses 2022: $653,617Net Income 2022: -$3,0152022Revenue 2023: $618,318Expenses 2023: $814,171Net Income 2023: -$195,8532023Revenue 2024: $633,369Expenses 2024: $781,158Net Income 2024: -$147,7892024

Highlighted filing

2020

Revenue$669,356
Expenses$541,517
Net Income$127,839
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.0
Gross Receipts
$681,300
Mission and Program Overview

Mission

The Lake Washington Schools Foundation gathers and deploys community resources to enhance academic access and to nurture all students' emotional well-being.

Lake washington schools foundation raises funds to support academic excellence and success for all students in the lake washington school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$256,138$400,522▲ $144,384
Savings and Temporary Cash Investments$105,854$107,469▲ $1,615
Prepaid Expenses and Deferred Charges$9,243$17,130▲ $7,887
Pledges and Grants Receivable$34,893$15,950▼ $18,943
Land, Buildings, and Equipment, Net$2,669$1,730▼ $939
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$408,797$542,801▲ $134,004
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,369$29,929▲ $18,560
Mortgage Notes Payable Secured by Investment Property-$29,365-
Total Liabilities$11,369$59,294▲ $47,925
Net Assets / Fund Balance
Net Assets With Donor Restrictions$240,715$282,746▲ $42,031
Net Assets Without Donor Restrictions$156,713$200,761▲ $44,048
Total Net Assets Fund Balance$397,428$483,507▲ $86,079
Total Liabilities and Net Assets / Fund Balance$408,797$542,801▲ $134,004

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,730$3,377$5,107
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Helen K SernettExecutive DirectorFT$48,147$48,147
Katy PhilipsInterim Exc DrFT$41,171$41,171
Chris WheatonIntm Exc.Dir/TRFT$37,500$37,500

Board Members and Trustees

NameTitle
Roy CaptainIntrm President
Barbie YoungTrustee
Derek SchieferTrustee
Irene NeumannTrustee
Jonathan HeuerTrustee
Kim ConvertinoTrustee
Nancy ColburnTrustee
Shelley JurgensenTrustee
Vasudha SundaravaradanTrustee
Veeramani PulacodeTrustee
Xubei ZhangTrustee
Tim CampbellCo-Vice Pres.
Valerie HorvathCo-vice Pres.
Susan SeabrooksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$673,314
Program Service Revenue
$0
Investment Income
$3,186
Other Revenue
$-7,144
All Other Contributions
$478,276
Change in Net Assets
$127,839

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$41,760Fair Market Value (FMV)
Total Noncash Contributions$41,760-

Audited Revenue Reconciliation

Revenue per Audited Statements
$669,356
Revenue Not Reported on Form 990
$46,194
Total Revenue per Audited Statements
$715,550
Total Revenue per Form 990
$669,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$258,903
Salaries, Compensation, and Employee Benefits$203,806
Total Fundraising Expense$113,004
Grants and Similar Amounts Paid$78,808
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,376$31,796$50,866$147,038
Grants to Domestic Orgs$78,808--$78,808
Occupancy$40,813$129$233$41,175
Other Salaries and Wages$4,718$10,606$18,669$33,993
Payroll Taxes$5,893$3,616$5,930$15,439
Fees for Services Other$5,340$2,138$6,182$13,660
Information Technology$2,443$846$7,962$11,251
Office Expenses$2,685$332$7,932$10,949
Fees for Services Accounting$3,909$1,565$4,525$9,999
Advertising$7,719-$66$7,785
Other Employee Benefits$2,800$1,718$2,818$7,336
Insurance$2,408$1,572$2,826$6,806
Fees for Services Legal$887$355$1,026$2,268
All Other Expenses$371$241$705$1,317
Other Expenses$458$181$376$1,015
Depreciation Depletion$329$214$396$939
Travel$1$1$7$9
Total Functional Expenses$372,994$55,519$113,004$541,517

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$629,471
Expenses per Audited Statements$541,517
Total Expenses per Form 990$541,517
Expenses Not Reported on Form 990$87,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Washington School DistriRedmond, WA-Education$78,808
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,944
Fundraising Gross Income$2,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Lunch$168,342$2,500$9,444$-6,944
Total Events$168,342$2,500$11,944$-9,444
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The finance and executive committees of the foundation's board of trustees reviewed and approved a complete copy of this form 990 and the entire board of trustees was also provided a copy prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed during the onboarding of new trustees.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board determines the executive director's compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board determines the executive directors compensation. The executive director proposes a budget, inclusive of personnel expenses to the board for approval. Once approved the executive director has discretion to work within the approved budget to set compensation for all employees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and form 990 are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Washington Schools Foundation
EIN
55-0891792
Phone
4259361414
Address
PO BOX 83, REDMOND, WA 98073

Signing Officer

Name
Chris Wheaton
Title
Treasurer
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Wheaton
Formed
2005
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
25

Preparer

Firm
Petersen CPAs & Advisors PLLC
Address
3702 Kern Way, Yakima, WA 98902
Preparer
Angela M Pratt CPA
Phone
5095751040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: LINKS: The LINKS program provides one-on-one mentoring for youth in the Lake Washington School District. Volunteers are adults from various backgrounds, educational levels, and stages of life who can spare an hour a week to spend with a child. Activities vary, but one thing remains consistent, the adult is there to support the child's social-emotional development. OTHER PROGRAM SERVICES 5:”

Amended Explanation

“The 990 initially filed was inadvertently filed with the IRS before all required and accurate information was reflected in the return. All forms filed in the original return have been changed with the amended return to accurately reflect the activity of the Organization.”

Number of Independent Voting Memebers

“Chris Wheaton held the Interim ED position for part of the year. During that time he did not vote and did not hold the treasurer position.”

Financial Statement Notes

Part X : FIN48 Footnote

“Under provisions of Section 501(c)(3) of the Internal Revenue Code, the Foundation is exempt from federal income taxes, except for net income from unrelated business activities. For the years ended June 30, 2020 and 2019, the Foundation had no unrelated business activities subject to federal income taxes.Management evaluated the Foundation's tax positions and concluded that the Foundation has taken no uncertain tax positions that require adjustments to the financial statements or that call into question their tax-exempt status.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special event expense $9444”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special Event Expense $9444”

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IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS WHEATON
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBIE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5ROY CAPTAIN
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY COLBURN
IRS990/Form990PartVIISectionAGrp/PersonNm7SHELLEY JURGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8DEREK SCHIEFER
IRS990/Form990PartVIISectionAGrp/PersonNm9KIM CONVERTINO
IRS990/Form990PartVIISectionAGrp/PersonNm10XUBEI ZHANG
IRS990/Form990PartVIISectionAGrp/PersonNm11JONATHAN HEUER
IRS990/Form990PartVIISectionAGrp/PersonNm12VALERIE HORVATH
IRS990/Form990PartVIISectionAGrp/PersonNm13IRENE NEUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm14SUSAN SEABROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm15VEERAMANI PULACODE
IRS990/Form990PartVIISectionAGrp/PersonNm16VASUDHA SUNDARAVARADAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt237500
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1INTERIM EXC DR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Intm Exc.Dir/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co-Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt5Intrm President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12CO-VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
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IRS990/FormationYr02005
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0165842
IRS990/FundraisingDirectExpensesAmt011944
IRS990/FundraisingGrossIncomeAmt02500
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt029196
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt078808
IRS990/GrantsToDomesticOrgsGrp/TotalAmt078808
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0681300
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07962
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0846
IRS990/InformationTechnologyGrp/ProgramServicesAmt02443
IRS990/InformationTechnologyGrp/TotalAmt011251
IRS990/InsuranceGrp/FundraisingAmt02826
IRS990/InsuranceGrp/ManagementAndGeneralAmt01572
IRS990/InsuranceGrp/ProgramServicesAmt02408
IRS990/InsuranceGrp/TotalAmt06806
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03186
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03186
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03377
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02669
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01730
IRS990/LandBldgEquipCostOrOtherBssAmt05107
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LAKE WASHINGTON SCHOOLS FOUNDATION RAISES FUNDS TO SUPPORT ACADEMIC EXCELLENCE AND SUCCESS FOR ALL STUDENTS IN THE LAKE WASHINGTON SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0397428
IRS990/NetAssetsOrFundBalancesEOYAmt0483507
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-9444
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0200761
IRS990/NoncashContributionsAmt041760
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0233
IRS990/OccupancyGrp/ManagementAndGeneralAmt0129
IRS990/OccupancyGrp/ProgramServicesAmt040813
IRS990/OccupancyGrp/TotalAmt041175
IRS990/OfficeExpensesGrp/FundraisingAmt07932
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0332
IRS990/OfficeExpensesGrp/ProgramServicesAmt02685
IRS990/OfficeExpensesGrp/TotalAmt010949
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02818
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01718
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02800
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07336
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Event Expense
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt02485
IRS990/OtherExpensesGrp/FundraisingAmt1376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0148
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2181
IRS990/OtherExpensesGrp/ProgramServicesAmt0147152
IRS990/OtherExpensesGrp/ProgramServicesAmt1840
IRS990/OtherExpensesGrp/ProgramServicesAmt21044
IRS990/OtherExpensesGrp/ProgramServicesAmt3458
IRS990/OtherExpensesGrp/TotalAmt0147152
IRS990/OtherExpensesGrp/TotalAmt13473
IRS990/OtherExpensesGrp/TotalAmt21105
IRS990/OtherExpensesGrp/TotalAmt31015
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02300
IRS990/OtherRevenueTotalAmt02300
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018669
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010606
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04718
IRS990/OtherSalariesAndWagesGrp/TotalAmt033993
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05930
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03616
IRS990/PayrollTaxesGrp/ProgramServicesAmt05893
IRS990/PayrollTaxesGrp/TotalAmt015439
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015950
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017130
IRS990/PrincipalOfficerNm0CHRIS WHEATON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FUND A NEED: THE FOUNDATION GRANTED FUNDS FOR MUSIC EDUCATION, SUMMER SCHOOL PROGRAM AND MISCELLANOUS EDUCATION GRANTS TO SUPPORT STUDENTS IN THE LAKE WASHINGTON SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0112372
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045388
IRS990/ProgSrvcAccomActy3Grp/Desc0LINKS: The LINKS program provides one-on-one mentoring for youth in the Lake Washington School District. Volunteers are adults from various backgrounds, educational levels, and stages of life who can spare an hour a week to spend with a child. Activities vary, but one thing remains consistent, the adult is there to support the child's social-emotional development.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022696
IRS990/ProgSrvcAccomActy3Grp/GrantAmt022500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0544225
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0151689
IRS990/PYInvestmentIncomeAmt02994
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0219115
IRS990/PYOtherRevenueAmt0-25147
IRS990/PYRevenuesLessExpensesAmt0-10975

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,801
Liabilities
$59,294
Net assets
$483,507
Revenue
$669,356
Expenses
$541,517
Net income
$127,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.30$2.34$4.96$6.33$7.81$1.48
2023Detailed filing. Detailed filing data is available for this year.$8.87$2.44$6.43$6.18$8.14$1.96
2022Detailed filing. Detailed filing data is available for this year.$8.46$0.07$8.39$6.51$6.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.60$0.18$8.42$8.30$4.39$3.92
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.59$4.84$6.69$5.42$1.28
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.11$3.97$5.22$5.33$0.11
2018Summary only. Only limited summary data is available for this year.$5.53$0.60$4.93$6.95$3.99$2.96
2017Summary only. Only limited summary data is available for this year.$4.34$2.54$1.80$4.56$4.53$0.02
2016Summary only. Only limited summary data is available for this year.$3.72$2.08$1.64$3.25$3.44$0.19
2015Summary only. Only limited summary data is available for this year.$4.99$3.16$1.83$4.19$4.38$0.19
2014Summary only. Only limited summary data is available for this year.$4.76$2.74$2.02$3.99$3.88$0.11
2013Summary only. Only limited summary data is available for this year.$4.75$2.87$1.88$6.22$5.97$0.25
2012Summary only. Only limited summary data is available for this year.$3.90$2.33$1.57$3.97$3.53$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$2.25$1.13$5.45