LAKE WASHINGTON SCHOOLS FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAKE WASHINGTON SCHOOLS FOUNDATION (EIN 55-0891792)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202041979349203469
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T13:46:50-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261262413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petersen CPAs & Advisors PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3702 Kern Road | AddressLine1Txt |
| City | Yakima | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550891792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE WASHINGTON SCHOOLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 4259361414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 83 | AddressLine1Txt |
| City | REDMOND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS WHEATON | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela M Pratt CPA | PreparerPersonNm |
| PTIN | P00234617 | PTIN |
| Phone | 5095751040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.LWSF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $0 | TotalRevenueAmt |
| Net Assets Or Fund Balances BOY | $397,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $397,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,992 | BOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,805 | BOYAmt |
| EOY | $2,669 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,797 | BOYAmt |
| EOY | $2,669 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,369 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,428 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | LAKE WASHINGTON SCHOOLS FOUNDATION RAISES FUNDS TO SUPPORT ACADEMIC EXCELLENCE AND SUCCESS FOR ALL STUDENTS IN THE LAKE WASHINGTON SCHOOL DISTRICT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| PANTRY PACKS: THE FOUNDATION FUNDED THE PANTRY PACKS PROGRAM, WHICH IS A WEEKEND FOOD PROGRAM FOR FOOD INSECURE STUDENTS IN THE LAKE WASHINGTON SCHOOL DISTRICT. OVER THE COURSE OF THE TEN MONTH SCHOOL YEAR, APPROXIMATELY 800-850 STUDENTS RECEIVE PACKS OF FOOD EACH WEEKEND. |
| FUND 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. |
| Cultural Crossings - The Foundation funded a bi-lingual magazine containing school and community information tailored to the needs and interests of international families and families who are new to the district. |
| 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. |
| General Program |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TIM CAMPBELL | ||
| Co-Vice Pres. | 2.00 | $0 |
| ROY CAPTAIN | ||
| Trustee | 2.00 | $0 |
| NANCY COLBURN | ||
| Trustee | 2.00 | $0 |
| SHELLEY JURGENSEN | ||
| Trustee | 2.00 | $0 |
| DEREK SHIEFER | ||
| Trustee | 2.00 | $0 |
| RITA BADH | ||
| Trustee | 2.00 | $0 |
| CHRIS WHEATON | ||
| Treasurer | 2.00 | $0 |
| Setty Palazzo | ||
| CO-PRESIDENT | 4.00 | $0 |
| VALERIE HORVATH | ||
| CO-VICE PRES. | 3.00 | $0 |
| BILL BECKER | ||
| CO-PRES. | 3.00 | $0 |
| SUSAN SEABROOKS | ||
| Secretary | 3.00 | $0 |
| JAY GOLDSTEIN | ||
| Trustee | 3.00 | $0 |
| LARRY WRIGHT | ||
| Executive Dir. | 40.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katy Philips | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 83 | AddressLine1Txt |
| City | REDMOND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4259361414 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $334,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $484,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $717,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $544,225 | CurrentTaxYearMinus1YearAmt |
| Total | $2,080,640 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $334,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $484,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $717,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $544,225 | CurrentTaxYearMinus1YearAmt |
| Total | $2,080,640 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,080,640 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,994 | CurrentTaxYearMinus1YearAmt |
| Total | $5,286 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,085,926 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Assets.1003 | Machinery and Equipment - Beginning $2669 Machinery and Equipment - Ending $2669 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $34893 Pledges and Grants Receivable - Ending $0 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $9243 Prepaid Expenses and Deferred Charges - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $11369 Accounts Payable and Accrued Expenses - Ending $0 |