BELLEVUE PUBLIC SCHOOLS FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

JON COSTELLO

Phone

4022934030

Tax Period

2024-09-01 to 2025-08-31

BELLEVUE PUBLIC SCHOOLS FOUNDATION, founded in 1986, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE FOUNDATION IS AN ORGANIZATION ESTABLISHED TO DEVELOP AND MAINTAIN PROGRAMS THAT ARE IN THE BEST INTEREST OF THE BELLEVUE PUBLIC SCHOOLS (BPS) DISTRICT AND THE COMMUNITY IT SERVES.

Program Service Accomplishments

Program 1

Expenses: $1,603,828 Revenue: $2,147,987

KIDS TIME - A LATCHKEY PROGRAM FOR ELEMENTARY SCHOOL STUDENTS THAT PROVIDES BEFORE AND AFTER SCHOOL CARE AS WELL AS NON-SCHOOL DAYS (I.E., SNOW DAYS AND SUMMER) CARE.

Program 2

Expenses: $487,818 Revenue: $479,226

LIED ACTIVITY CENTER - A FACILITY USED BY THE STUDENTS AND COMMUNITY FOR RECREATIONAL ACTIVITIES AND EVENTS TO FACILITATE WELLNESS AND THE LIFELONG LEARNING PROCESS.

Program 3

Expenses: $360,908

EDUCATION SUPPORT - A PROGRAM THAT ASSISTS IN VARIOUS EDUCATIONAL PROJECTS THAT ARE NOT FUNDED BY THE SCHOOL DISTRICT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $135,681

Program Service Revenue $2,627,213

Investment Income $156,456

Other Revenue $96,132

TOTAL REVENUE $3,015,482

Expense Breakdown

Grants Paid $450,550

Salaries & Benefits $220,818

Fundraising Expenses $0

Program Expenses $2,729,390

Other Expenses $2,391,721

TOTAL EXPENSES $3,063,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,015,482	$2,717,053	+0.1%
Expenses	$3,063,089	$2,534,121	+0.2%
Net Income	$-47,607	$182,932	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATH PAULSEN	TRUSTEE	2.00	Director	$0	$0	$0
TRACY SCHAEFER	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT EBY	TRUSTEE	2.00	Director	$0	$0	$0
WALTER GRIFFITHS	TRUSTEE	2.00	Director	$0	$0	$0
DR GREGG HOOGEVEEN	TRUSTEE	2.00	Director	$0	$0	$0
DR ROBERT MOORE	TRUSTEE	2.00	Director	$0	$0	$0
AMANDA OLIVER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER ALLRED	TRUSTEE	2.00	Director	$0	$0	$0
BEN UNGERMAN	TRUSTEE	2.00	Director	$0	$0	$0
NINA WOLFORD	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
PATTY WESSLING	TRUSTEE	2.00	Director	$0	$0	$0
CORY PARKER	TRUSTEE	2.00	Director	$0	$0	$0
MELISSA ROBINSON	TRUSTEE	2.00	Director	$0	$0	$0
DR ANNA FISHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAWN RIDDLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RON GILLER	TREASURER	2.00	Officer Director	$0	$0	$0
LISA TAYLOR-JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
DR JEFF RIPPE	SUPERINTENDENT	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,015,482	$3,063,089	$2,491,662	$-47,607
2024	$2,717,053	$2,534,121	$2,539,269	$182,932
2023	$2,597,190	$2,675,058	$2,356,337	$-77,868
2022	$2,294,893	$2,499,302	$2,434,205	$-204,409
2021	$2,796,390	$1,838,491	$2,638,614	$957,899
2020	$1,911,652	$1,969,932	$1,680,715	$-58,280
2019	$2,506,070	$2,493,725	$1,738,995	$12,345
2018	$2,493,272	$2,259,264	$1,726,650	$234,008