BELLEVUE SCHOOLS FOUNDATION (EIN 911080997) - Form 990 Financial Analysis & Trantor Score

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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

1979

Legal Domicile

Principal Officer

STEPHANIE FERGUSON

Phone

4254564199

Tax Period

2023-09-01 to 2024-08-31

BELLEVUE SCHOOLS FOUNDATION, founded in 1979, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 16% operating deficit.

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,363,653

Program Service Revenue $0

Investment Income $150,838

Other Revenue $-77,043

TOTAL REVENUE $1,437,448

Expense Breakdown

Grants Paid $1,002,869

Salaries & Benefits $477,150

Fundraising Expenses $301,197

Program Expenses $1,164,170

Other Expenses $187,238

TOTAL EXPENSES $1,667,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,437,448	$2,395,497	-0.4%
Expenses	$1,667,257	$1,667,690	0.0%
Net Income	$-229,809	$727,807	-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

$196,651

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIET BUDER	EXECUTIVE DIRECTOR	40.00	Officer	$90,915	$0	$90,915
MINDY RICHARDSON	FINANCE AND OPERATIONS DIRECTOR	40.00	Officer	$95,991	$9,745	$105,736
STEPHANIE FERGUSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
SUSAN ISHII-YIN	PRESIDENT ELECT, VP EVENTS	10.00	Officer Director	$0	$0	$0
ALLISON FREY	IMMEDIATE PAST PRESIDENT, VP GOVERNANCE	5.00	Officer Director	$0	$0	$0
MALINDA ELIEN	VP GRANTMAKING	2.00	Officer Director	$0	$0	$0
CHRIS MARKS	VP GRANTMAKING	2.00	Officer Director	$0	$0	$0
RACHEL LI	TREASURER	5.00	Officer Director	$0	$0	$0
GARRETT FENTON	SECRETARY (THRU 8/24)	2.00	Officer Director	$0	$0	$0
MARIO BARRIOS	BOARD MEMBER (THRU 6/24)	1.00	Director	$0	$0	$0
RENUKA GETCHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JUNGYEOL KIM	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY WALKER	BOARD MEMBER (THRU 3/24)	1.00	Director	$0	$0	$0
JERRY NGUYEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEEPA PATTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN PAULSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW SCHER	VP DEVELOPMENT	2.00	Officer Director	$0	$0	$0
CLAIRE SUMADIWIRYA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANDANA SURLU	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT TOLSTYKH	BOARD MEMBER (THRU 1/24)	1.00	Director	$0	$0	$0
LISA WINSBY	BOARD MEMBER	1.00	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
2024	$1,437,448	$1,667,257	$4,358,523	$-229,809
2023	$2,395,497	$1,667,690	$4,015,187	$727,807
2022	$1,524,128	$1,387,663	$3,190,965	$136,465
2021	$1,460,367	$1,372,053	$3,771,075	$88,314
2020	$2,721,570	$1,518,735	$3,602,699	$1,202,835
2019	$1,805,028	$1,413,017	$2,027,399	$392,011

BELLEVUE SCHOOLS FOUNDATION