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SHENG-YEN LU FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SHENG-YEN LU FOUNDATION (EIN 26-3276872)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202033169349303563
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T12:49:06-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263276872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHENG-YEN LU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHENBusinessNameControlTxt
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFO-CHING LUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4258833500PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN J OKIMOTOPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2020-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm14:01:42IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF854BF809C194E76DACB80B9C1D7D4F8CD5FCEA2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SYL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerFO-CHING LUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,349,715GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SYLFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,421,838PYContributionsGrantsAmt
CY Contributions Grants$1,453,371CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$306,084PYInvestmentIncomeAmt
CY Investment Income$487,853CYInvestmentIncomeAmt
PY Other Revenue$4,500PYOtherRevenueAmt
CY Other Revenue$4,143CYOtherRevenueAmt
PY Total Revenue$2,732,422PYTotalRevenueAmt
CY Total Revenue$1,945,367CYTotalRevenueAmt
PY Grants And Similar Paid$604,785PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$938,050CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,578PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$52,399CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,893CYTotalFundraisingExpenseAmt
PY Other Expenses$166,937PYOtherExpensesAmt
CY Other Expenses$172,174CYOtherExpensesAmt
PY Total Expenses$819,300PYTotalExpensesAmt
CY Total Expenses$1,162,623CYTotalExpensesAmt
PY Revenues Less Expenses$1,913,122PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$782,744CYRevenuesLessExpensesAmt
Total Assets BOY$9,961,703TotalAssetsBOYAmt
Total Assets EOY$11,705,894TotalAssetsEOYAmt
Total Liabilities BOY$4,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,957,703NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,701,894NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSHENG-YEN LU FOUNDATION COMBINES COMPASSION AND PHILANTHROPY WITH STRATEGIC GRANT-MAKING TO ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. THE FOUNDATION ALSO AWARDS SCHOLARSHIPS AND MAKES GRANTS FOR DISASTER RELIEF AND RECOVERY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$344,349ExpenseAmt
Grant$301,500GrantAmt
DescSHENG-YEN LU FOUNDATION MADE 14 EDUCATION GRANTS IN 2019 AS FOLLOWS: 1) CISC'S EARLY LEARNING PROGRAM; 2) COLLEGE POSSIBLE'S COLLEGE PERSISTENCE PROGRAM ENSURING HIGH SCHOOL GRADUATION AND COLLEGE SUCCESS; 3) COLLEGE SUCCESS FOUNDATION'S ACHIEVERS SCHOLARS PROGRAM; 4) DENISE LOUIE EDUCATION CENTER FOR SUPPORTING QUALITY MULTICULTURAL EARLY EDUCATION FOR CHILDREN FROM IMMIGRANT AND REFUGEE FAMILIES; 5) EAST AFRICAN COMMUNITY SERVICES' K-12 AFTER SCHOOL PROGRAM; 6) IRAQI COMMUNITY CENTER OF WA'S EARLY LEARNING PROGRAM; 7) KANDELIA'S ACADEMIC PROGRAMS, WHICH PROVIDE AFTER SCHOOL, SATURDAY, AND SUMMER PROGRAMS TO OVER 200 LOW-INCOME IMMIGRANT AND REFUGEE STUDENTS; 8) LITERACY SOURCE HELPING ADULTS WITH LANGUAGE SKILLS NECESSARY FOR SELF-SUFFICIENCY; 9) RAINIER SCHOLARS PROVIDING ACCESS AND OPPORTUNITY TO HIGHER EDUCATION FOR MARGINALIZED YOUTH; 10) REFUGEE WOMEN'S ALLIANCE'S YOUTH JOB TRAINING PROGRAM; 11) SOMALI YOUTH & FAMILY CLUB'S EARLY LEARNING PROGRAM; 12) WEST AFRICAN COMMUNITY COUNCIL'S MULTICULTURAL EARLY LEARNING PROGRAM; 13) WORLD RELIEF SEATTLE'S NEXTGEN PROGRAM FOR REFUGEE AND IMMIGRANT YOUTH; AND 14) YOUNG WOMEN EMPOWERED'S ACADEMIC AND CAREER EXPLORATIONS PROGRAM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$340,922ExpenseAmt
Grant$298,500GrantAmt
DescSHENG-YEN LU FOUNDATION MADE 11 HEALTH CARE GRANTS IN 2019 AS FOLLOWS: 1) ASIAN COUNSELING AND REFERRAL SERVICE; 2) HEALTHPOINT COMMUNITY HEALTH CENTER; 3) INTERNATIONAL COMMUNITY HEALTH SERVICES; 4) KIN ON HEALTH CARE CENTER; 5) NEIGHBORCARE COMMUNITY HEALTH CENTER; 6) OPEN ARMS PERINATAL SERVICES; 7) PROJECT ACCESS NORTHWEST; 8) REFUGEES NORTHWEST; 9) RENTON AREA YOUTH & FAMILY SERVICES; 10) SOMALI HEALTH BOARD; AND 11) SOUTH SEATTLE WOMEN'S HEALTH FOUNDATION. ALL GRANT RECIPIENTS REACH OUT TO UNDERSERVED POPULATIONS AND OFFER MEDICAL, MENTAL AND/OR BEHAVIORAL HEALTH, AND DENTAL CARE TO MANY WHO WOULD OTHERWISE BE WITHOUT. NO PATIENTS ARE TURNED AWAY FOR INABILITY TO PAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$285,530ExpenseAmt
Grant$250,000GrantAmt
DescSHENG-YEN LU FOUNDATION CREATED TWO FUNDS TO BETTER ADDRESS EMERGING CHALLENGES FACED BY IMMIGRANT AND REFUGEE COMMUNITIES. SEVEN GRANTS WERE MADE FROM THE EMERGENT NEEDS FUND TO SUPPORT DEPORTATION LEGAL DEFENSE, KNOW-YOUR-RIGHTS TRAININGS, AND PUBLIC CHARGE AND CENSUS OUTREACH AND EDUCATION WORK. THESE ORGANIZATIONS RECEIVED 2019 EMERGENT NEEDS FUND GRANTS: 1) EASTSIDE LEGAL ASSISTANCE PROGRAM; 2) COLECTIVA LEGAL DEL PUEBLO; 3) NORTHWEST HEALTH LAW ADVOCATES; 4) NORTHWEST IMMIGRANT RIGHTS PROJECT; 5) REFUGEES NORTHWEST; 6) SOMALI HEALTH BOARD; AND 7) WEST AFRICAN COMMUNITY COUNCIL. SIX GRANTS WERE MADE FROM THE RAPID RESPONSE FUND TO ADDRESS CRITICAL TIME-SENSITIVE NEEDS. RAPID RESPONSE FUND GRANTS WERE MADE TO: 1) ANNUNCIATION HOUSE; 2) BUREAU OF FEARLESS IDEAS; 3) KITSAP IMMIGRANT ASSISTANCE CENTER; 4) IRAQI COMMUNITY CENTER OF WA; 5) SAVE THE CHILDREN; AND 6) WASHINGTON IMMIGRANT SOLIDARITY NETWORK.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$81,090$71,000SHENG-YEN LU FOUNDATION OPERATES THE LOTUS SCHOLARSHIP PROGRAM TO BENEFIT IMMIGRANT AND REFUGEE STUDENTS WHO ARE GRADUATING HIGH SCHOOL AND WISH TO PURSUE A COLLEGE DEGREE. THE SCHOLARSHIP HELPS THESE STUDENTS WHO ARE OFTEN THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE AND WHO FACE TREMENDOUS LANGUAGE, CULTURAL, AND FINANCIAL BARRIERS. A TOTAL OF 42 INDIVIDUAL SCHOLARSHIPS WERE AWARDED IN 2019 TO ASSIST WITH THE COST OF POST-SECONDARY EDUCATION. IN ADDITION TO SCHOLARSHIP ASSISTANCE, LOTUS SCHOLARS ATTEND A 2-DAY COLLEGE PREP WORKSHOP TO LEARN SKILLS SUCH AS TIME MANAGEMENT, FINANCIAL AID, AND BUDGETING. THIS WORKSHOP IS OFFERED IN PARTNERSHIP WITH COLLEGE POSSIBLE.
$17,050$17,050SHENG-YEN LU FOUNDATION MADE SPONSORSHIP PAYMENTS TO 8 ORGANIZATIONS IN 2019.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$98,140TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$88,050TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,068,941TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FO-CHING LUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FO-CHING LU
PRESIDENT20.00Yes (X)Yes (X)$0$0$0
FO-CHI LU
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ANDREW ROBERTS
TREASURER15.00Yes (X)Yes (X)$0$0$0
HEATHER EDLUND
DIRECTOR1.00Yes (X)$0$0$0
TERESA PIERSA
DIRECTOR1.00Yes (X)$0$0$0
DEXTER KUAH
DIRECTOR1.00Yes (X)$0$0$0
JACK HUNG
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$923,905FundraisingAmt
All Other Contributions$529,466AllOtherContributionsAmt
Noncash Contributions$22,000NoncashContributionsAmt
Total Contributions$1,453,371TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$284,132TotalRevenueColumnAmt
Exclusion$284,132ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,570,885SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,367,164SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$203,721SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$203,721TotalRevenueColumnAmt
Exclusion$203,721ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$36,327FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$923,905ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,327FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$5,000GamingGrossIncomeAmt
Gaming Direct Expenses$857GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,143TotalRevenueColumnAmt
Exclusion$4,143ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,945,367TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$491,996ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$867,050TotalAmt
Program Services$867,050ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$71,000TotalAmt
Program Services$71,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,160TotalAmt
Program Services$43,160ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,714TotalAmt
Program Services$5,714ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,525TotalAmt
Program Services$3,525ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,631TotalAmt
Management And General$6,631ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$60,974TotalAmt
Management And General$60,974ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25TotalAmt
Program Services$19ProgramServicesAmt
Fundraising$6FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,452TotalAmt
Program Services$27,223ProgramServicesAmt
Management And General$1,858ManagementAndGeneralAmt
Fundraising$371FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,813TotalAmt
Program Services$16,813ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,670TotalAmt
Program Services$16,176ProgramServicesAmt
Management And General$17,912ManagementAndGeneralAmt
Fundraising$3,582FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,949TotalAmt
Program Services$1,949ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,323TotalAmt
Program Services$11,303ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,335TotalAmt
Program Services$934ProgramServicesAmt
Management And General$467ManagementAndGeneralAmt
Fundraising$934FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$4,075$4,075
PAYROLL PROCESSING$927$927

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,162,623TotalAmt
Program Services$1,068,941ProgramServicesAmt
Management And General$88,789ManagementAndGeneralAmt
Fundraising$4,893FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$515,883BOYAmt
EOY$303,365EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$721,471BOYAmt
EOY$1,230,080EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$98,481BOYAmt
EOY$20,992EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,959BOYAmt
EOY$1,884EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,613,571BOYAmt
EOY$10,142,729EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,338BOYAmt
EOY$6,844EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,961,703BOYAmt
EOY$11,705,894EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$4,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$4,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,957,703BOYAmt
EOY$11,701,894EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,957,703BOYAmt
EOY$11,701,894EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,961,703BOYAmt
EOY$11,705,894EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$782,744ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$961,447NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,156,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,324,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,658,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,421,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,453,371CurrentTaxYearAmt
Total$8,014,789TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,156,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,324,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,658,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,421,838CurrentTaxYearMinus1YearAmt
Current Tax Year$1,453,371CurrentTaxYearAmt
Total$8,014,789TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$602,709SubstantialContributorsTotAmt
Public Support Total170$7,412,080PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,539CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153,487CurrentTaxYearMinus1YearAmt
Current Tax Year$284,132CurrentTaxYearAmt
Total$738,172TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,500CurrentTaxYearMinus1YearAmt
Current Tax Year$4,143CurrentTaxYearAmt
Total$17,528TotalAmt
FieldValueIRS element (for citing)
Total Support$8,770,489TotalSupportAmt
Public Support CY1700.84510PublicSupportCY170Pct
Public Support PY1700.86450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,331,328BeginningYearBalanceAmt
Contributions$650,000ContributionsAmt
Investment Earnings Or Losses$1,449,296InvestmentEarningsOrLossesAmt
Administrative Expenses$60,974AdministrativeExpensesAmt
End Year Balance$11,369,650EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,042,761BeginningYearBalanceAmt
Contributions$1,500,000ContributionsAmt
Investment Earnings Or Losses-$157,639InvestmentEarningsOrLossesAmt
Administrative Expenses$53,794AdministrativeExpensesAmt
End Year Balance$9,331,328EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,223,795BeginningYearBalanceAmt
Contributions$1,200,000ContributionsAmt
Investment Earnings Or Losses$663,632InvestmentEarningsOrLossesAmt
Administrative Expenses$44,666AdministrativeExpensesAmt
End Year Balance$8,042,761EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,017,584BeginningYearBalanceAmt
Contributions$900,000ContributionsAmt
Investment Earnings Or Losses$342,615InvestmentEarningsOrLossesAmt
Administrative Expenses$36,404AdministrativeExpensesAmt
End Year Balance$6,223,795EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,516,386BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$27,175InvestmentEarningsOrLossesAmt
Administrative Expenses$25,977AdministrativeExpensesAmt
End Year Balance$5,017,584EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE QUASI ENDOWMENT FUND IS SET ASIDE TO PROVIDE PERMANENT FUNDING FOR THE MISSION OF THE FOUNDATION AND MAY BE USED FOR GENERAL OPERATIONS OF THE FOUNDATION.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL FUNDRAISEREvent1Nm
Gross Receipts Event1$960,232GrossReceiptsEvent1Amt
Charitable Contri Event1$923,905CharitableContriEvent1Amt
Gross Revenue Event1$36,327GrossRevenueEvent1Amt
Other Direct Expenses Event1$36,327OtherDirectExpensesEvent1Amt
Gross Receipts Total$960,232GrossReceiptsTotalAmt
Charitable Contributions Tot$923,905CharitableContributionsTotAmt
Gross Revenue Total Events$36,327GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$36,327OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,327DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ANNUNCIATION HOUSE
PO BOX 11189EL PASOTX79995741152529501(C)(3)$17,000TO SUPPORT WORK AT SOUTHERN BORDER
ASIAN COUNSELING AND REFERRAL SERVICE
3639 MARTIN LUTER KING JR WAY SSEATTLEWA98144910916176501(C)(3)$15,000TO SUPPORT HEALTH CARE SERVICES
CHINESE INFORMATION & SERVICE CENTER
611 S LANE STSEATTLEWA98104237438529501(C)(3)$10,000TO SUPPORT EDUCATIONAL PROGRAMS
COLECTIVA LEGAL DEL PUEBLO
13838 1ST AVE SBURIENWA98168461470709501(C)(3)$30,000TO SUPPORT DEPORTATION LEGAL DEFENSE SERVICES
COLLEGE POSSIBLE
3211 MARTIN LUTHER KING JR WAY SSEATTLEWA98144680624494501(C)(3)$35,000TO SUPPORT EDUCATIONAL PROGRAMSSTE A
COLLEGE SUCCESS FOUNDATION
15500 SE 30TH PL STE 200BELLEVUEWA98007912036088501(C)(3)$15,000TO SUPPORT EDUCATIONAL PROGRAMS
DENISE LOUIE EDUCATION CENTER
5333 15TH AVE S STE 1KSEATTLEWA98108911016974501(C)(3)$40,000TO SUPPORT EDUCATIONAL PROGRAMS
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118912138852501(C)(3)$10,000TO SUPPORT EDUCATIONAL PROGRAMS
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118912138852501(C)(3)$1,500SPONSORSHIP
EASTSIDE LEGAL ASSISTANCE PROGRAM
1239 120TH AVE NEBELLEVUEWA98005911471384501(C)(3)$30,000TO SUPPORT THE MEDICAL LEGAL PARTNERSHIP PROGRAM
HEALTHPOINT COMMUNITY HEALTH CENTER
955 POWELL AVE SWRENTONWA98057910884412501(C)(3)$30,000TO SUPPORT HEALTH CARE SERVICES
INTERNATIONAL COMMUNITY HEALTH SERVICES
PO BOX 3007SEATTLEWA98144910947084501(C)(3)$35,000TO SUPPORT HEALTH CARE SERVICES
IRAQI COMMUNITY CENTER OF WA
10610 KENT KANGLEY RD STE 207KENTWA98030611729234501(C)(3)$5,000TO SUPPORT EDUCATIONAL PROGRAMS
IRAQI COMMUNITY CENTER OF WA
10610 KENT KANGLEY RD STE 207KENTWA98030611729234501(C)(3)$3,000TO PROVIDE RAPID RESPONSE ASSISTANCE
KANDELIA
3829B S EDMUNDS STSEATTLEWA98118911122532501(C)(3)$30,000TO SUPPORT EDUCATIONAL PROGRAMS
KIN ON COMMUNITY HEALTH
4416 S BRANDON STSEATTLEWA98118911620786501(C)(3)$25,000TO SUPPORT HEALTH CARE SERVICES
LITERACY SOURCE
3200 NE 125TH STSEATTLEWA98125912101208501(C)(3)$30,000TO SUPPORT EDUCATIONAL PROGRAMS
NEIGHBORCARE HEALTH
1200 12TH AVE S STE 901SEATTLEWA98144910893287501(C)(3)$40,000TO SUPPORT HEALTH CARE SERVICES
NORTHWEST HEALTH LAW ADVOCATES
101 YESLER WAY STE 300SEATTLEWA98104911961032501(C)(3)$30,000TO SUPPORT HEALTH CARE ACCESS WORK
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 SECOND AVE STE 400SEATTLEWA98104911393082501(C)(3)$25,000TO SUPPORT DEPORTATION LEGAL DEFENSE SERVICES
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 SECOND AVE STE 400SEATTLEWA98104911393082501(C)(3)$3,500SPONSORSHIP
OPEN ARMS PERINATAL SERVICES
2524 16TH AVE S STE 207SEATTLEWA98144911868021501(C)(3)$31,500TO SUPPORT HEALTH CARE SERVICES
PROJECT ACCESS NW
1111 HARVARD AVESEATTLEWA98122204377921501(C)(3)$15,000TO SUPPORT HEALTH CARE SERVICES
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144912045918501(C)(3)$10,000TO SUPPORT EDUCATIONAL PROGRAMS
REFUGEE WOMEN'S ALLIANCE
4008 MARTIN LUTHER KING JR WAY SSEATTLEWA98108911296964501(C)(3)$26,500TO SUPPORT EDUCATIONAL PROGRAMS
REFUGEES NORTHWEST
4040 S 188TH STSEATACWA98188930386860501(C)(3)$35,000TO SUPPORT HEALTH CARE SERVICES
REFUGEES NORTHWEST
4040 S 188TH STSEATACWA98188930386860501(C)(3)$30,000TO PROVIDE RAPID RESPONSE ASSISTANCE
RENTON AREA YOUTH & FAMILY SERVICES
1025 S 3RD STRENTONWA98057510152621501(C)(3)$32,000TO SUPPORT HEALTH CARE SERVICES
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825060726487501(C)(3)$10,000TO SUPPORT WORK AT SOUTHERN BORDER
SOMALI HEALTH BOARD
625 STRANDER BLVD STE BTUKWILAWA98188465114580501(C)(3)$10,000TO SUPPORT HEALTH CARE SERVICES
SOMALI HEALTH BOARD
625 STRANDER BLVD STE BTUKWILAWA98188465114580501(C)(3)$25,000TO PROVIDE RAPID RESPONSE ASSISTANCE
SOMALI HEALTH BOARD
625 STRANDER BLVD STE BTUKWILAWA98188465114580501(C)(3)$3,000SPONSORSHIP
SOUTH SEATTLE WOMEN'S HEALTH FOUNDATION
4200 S OTHELLO ST 122SEATTLEWA98118473348689501(C)(3)$30,000TO SUPPORT HEALTH CARE SERVICES
WASHINGTON IMMIGRANT SOLIDARITY NETWORK
201 SW 153RD STBURIENWA98166461470709501(C)(3)$10,000TO SUPPORT THE FAIR FIGHT BOND FUND
WEST AFRICAN COMMUNITY COUNCIL
6322 44TH AVE SSEATTLEWA98118462838797501(C)(3)$35,000TO SUPPORT EDUCATIONAL PROGRAMS
WEST AFRICAN COMMUNITY COUNCIL
6322 44TH AVE SSEATTLEWA98118462838797501(C)(3)$30,000TO PROVIDE RAPID RESPONSE ASSISTANCE
WORLD RELIEF SEATTLE
841 CENTRAL AVE N STE C-106SEATTLEWA98032236393344501(C)(3)$40,000TO SUPPORT EDUCATIONAL PROGRAMS
YOUNG WOMEN EMPOWERED
2524 16TH AVE S STE 301SEATTLEWA98144472230647501(C)(3)$10,000TO SUPPORT EDUCATIONAL PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATION SCHOLARSHIPSGrantTypeTxt
Recipient42RecipientCnt
Cash Grant$0CashGrantAmt
Non Cash Assistance$71,000NonCashAssistanceAmt
Valuation Method UsedCASH VALUEValuationMethodUsedDesc
Non Cash AssistanceTO SUPPORT IMMIGRANT & REFUGEE STUDENTS' PURSUIT OF HIGHER EDUCATION.NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTEAMS OF FOUNDATION VOLUNTEERS MADE UP OF EDUCATORS AND MEDICAL PROFESSIONALS VISITED EACH GRANTEE ORGANIZATION. DURING EACH SITE VISIT, WE REACH A THOROUGH UNDERSTANDING OF THE ORGANIZATION'S CAPABILITIES AND MAKE SURE ITS MISSION IS ALIGNED WITH THE FOUNDATION'S MISSION. WE SEEK TO ENSURE THAT EVERY GRANT DOLLAR IS USED TOWARDS IMPROVING THE HEALTH AND EDUCATION OF THOSE WHO NEED IT MOST. WE LOOK FOR ORGANIZATIONS WITH DEDICATED LEADERSHIP. GRANT CONTRACTS ARE SIGNED WITH EACH GRANTEE AND REPORTS DETAILING GRANT EXPENDITURES ARE REQUIRED. REPORTS ALSO MEASURE GRANT IMPACT AND NUMBER OF PEOPLE SERVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:DESCRIPTION OF VOLUNTEER SERVICES: VOLUNTEERS INCLUDE UNCOMPENSATED BOARD MEMBERS, AN OFFICE BOOKKEEPER, MANAGER, A TRANSLATOR, AND OTHERS WHO HELP WITH EVENTS AND GRANTEE SITE VISITS.
FORM 990, PART VI, SECTION A, LINE 2PRESIDENT, FO-CHING LU AND TREASURER, ANDREW ROBERTS HAVE A FAMILY RELATIONSHIP. PRESIDENT, FO-CHING LU AND SECRETARY, FO-CHI LU HAVE BOTH A FAMILY & BUSINESS RELATIONSHIP. TREASURER, ANDREW ROBERTS AND SECRETARY, FO-CHI LU HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 TAX RETURN IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS AND IS APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANY DIRECTOR, PRINCIPAL OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OR ANY OTHER DISQUALIFIED PERSON, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS COVERED UNDER THE POLICY. UNDER THE POLICY A PERSON WITH A POSSIBLE CONFLICT OF INTEREST MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING. CONFLICTS ARE DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCUSED FROM THE DISCUSSION AND VOTING OF TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION APPROVAL POLICIES HAVE BEEN ADOPTED, BUT HAVE NOT BEEN IMPLEMENTED SINCE THERE ARE NO COMPENSATED OFFICERS OR BOARD MEMBERS AT THIS TIME.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.