2014 - 2015 (July1,2014 -June30,2015)
ANNUAL REPORT
only
37
$
to help 1 student
Through
on
648
26,844
schools
received
20,793
$764,131
students
occasions
of support
20,793 Students in 648 Schools Helped Statewide
Last year was a great year for InvestED. I am delighted to report that we helped
1764 more students in Washington state get to school, stay in school and graduate
from school than in the prior year. Thanks to you and our partnership with the
Seattle Seahawks our program support increased by 26.7%. On behalf of the staff
and board of InvestED, I want to wish you a happpy and productive 2016!
From Forks Washington to Harvard College
RACHEL’S STORY:
- Deborah Cushing, Executive Director
Rachel Horner was a senior in Forks
High School where half of the students
qualify for free or reduced lunch. She
was one of those students. When her
teacher encouraged her to apply to
Harvard College during her senior year,
the additional test fee proved a financial
burden.The fee was paid through the
school’s InvestED Program, ensuring
that Rachel had the opportunity to
attend one of the best schools in the
nation.
2014-2015 School Year
FOUR REGIONAL EVENTS
Spokane Vancouver
Tri-Cities
October 16, 2014 February 24, 2015 April 11, 2015
Seattle
May 6, 2015
THANK YOU REGIONAL EVENT SPONSORS
$25,000+
The Thompson Family Foundation
Northwest Public Radio*
$2,500-$5,000
Glacier Fish Company
PEMCO Mutual Insurance Company
Spokane Teachers Credit Union
Stokes Lawrence, P.S.
Tri-Cities Sunrise Rotary
$1,000 - $2,499
AAA Fire and Safety
Cascade Natural Gas
Coffman Engineers, Inc.
*In-Kind Sponsors
$1,000 - $2,499 continued
Deborah Cushing
Garco Construction, Inc.
Thomas and Keely Gleason
Mayflower Park Hotel/Oliver’s*
Moran Education Foundation
Nintendo
Servco Insurance Services
Stevens Clay, P.S.
Jason and Katherine Wax
$500 - $999
Avista Corp.
Columbia REA
Foster Pepper PLLC
Kiona Vineyards*
THANK YOU TO OUR DONORS
We are fortunate to have the generous support of individuals, corporations,
foundations and community organizations throughout Washington. We are
grateful to each and every one of you.
“
There’s nothing
better than giving a
student hope and
Nancy Taylor, InvestED
skill. -School
Coordinator, Seattle
”
THANK YOU
SEATTLE SEAHAWKS
Our partnership with the Seattle
Seahawks through the Washington
State Legislature’s approval of the special
license plate is hugely successful. $28
from each license plate sale or renewal
goes to InvestED. Cash received by June
30 from the sale of the special plates
allowed InvestED to bring wait listed
schools into the program and provided
additional program support to partner
schools in September. You can purchase
a special license plate, and help students
in need by going to dol.wa.gov/vehicleregistration/spseahawks.html
26,844 Items and Opportunities Provided
“
This year I was lucky to not have to wear my tennis shoes with holes
in them this winter. I was blessed by InvestED with a new pair of BOOTS.
”
School Activities - $262,132.63
Activity Cards, Class Trips, Graduation Expenses
Classroom Needs - $195,407.39
Textbooks, Field Trips, Supplies
Sports Activities - $120,297.52
Uniforms, Shoes, Fees, Camps, Physicals
Personal Needs - $ 93.491.15
Clothes, Coats, Shoes, Personal Hygiene
Special Program Fees - $85,742.34
Summer School, Remedial Classes, Conferences
Health Needs - $ 7,059.79
Eye Care, Glasses, Medication, Health Exams
26.7% Increase in Program Support
For the Year Ending June 30, 2015
Revenue & Support
Investment revenue
Interest
Gain on sale of investment
Unrealized gain on valuation of investment
Dividends
Total investment revenue
Contributions and fundraising
Contributions
Special events net
In-kind support
Total contributions and fundraising
$106,722
42,444
55,119
107,836
312,121
“
Some of my best
work as a teacher
has been the quiet
business of supporting
students through
InvestEd funds.
”
- Rebecca Petheram,
InvestED School Coordinator
651,765
85,279 45,983
783,027
Total Revenue & Support
Expenses
Program
General and administrative
Fundraising
Total Expenses
1,095,148
Change in Net Assets
Net assets, beginning of year
Net Assets, End of Year
(45,538)
9,532,703
$9,487,165
793,653
106,051
240,982
1,140,668
The 2014 - 2015 financial records were audited by Clark Nuber, P.S. and conducted in
accordance with auditing standards generally accepted in the United States of America.
The above information is unaudited, summarized information. Founded in 1963,
InvestED is a non-profit 501(c)(3) organization. Our tax ID is: 23-7189670. A complete
set of audited statements is available upon request.
Thank You to Our 2014 - 2015 donors!
2014 -2015
BOARD OF
DIRECTORS
David Andra – Royal School District
Dan Barritt - Google
Emory Bundy – Community Volunteer
Paul G. Condrat – 1st Vice President
D.A. Davidson Investment Advisors
Michael Dunn, Ed.D. - 2nd Vice President
NorthEast Washington ESD 101
Thomas E. Gleason – President
Tableau Software
Shirley Gordon – Marsh USA Inc
Tom Horton – Cody Rose, LLC
Sam Howard – PACCAR Inc
Pamela J. Hughes – Secretary
Merrill Lynch
Jim Ivers – Treasurer
Coffman Engineers
Martin J. Neeb – KPLU, Puget Sound
Public Media, GM Emeritus
Roger D. Percy – RDPA, LLC
Tom Rath – D.A. Davidson Investment
Advisors
Lisa Schaures – Stokes Lawrence, P.S.
Kerry Swanson – Northwest Public Radio
Jason Edward Wax – Wax Law PLLC
Debbie Williams – Community Volunteer
(July 1, 2014 - June 30, 2015)
We are fortunate to have the generous support of individuals, corporations, foundations and community
organizations throughout Washington. We are grateful to each and every one of you.
$25,000+
The Thompson Family Foundation
$10,000-$24,999
Dan Barritt
The Ted J. Degrood
Charitable Giving Fund
Thomas and Rowayne Maguire
Washington Interscholastic Activities Association
Lake Washington Schools Foundation
$5,000-$9,999
Anonymous
eScrip
The John Garbaczewski Family
Foundation
Thomas and Keely Gleason
Microsoft Corporation Matching
Gifts Program
Moccasin Lake Foundation
Moran Education Foundation
Muckleshoot Indian Tribe and Casino
Opus Community Foundation
Paragon Marketing Group
Tulalip Tribes Charitable Fund
$1,500-$2,499 continued
Coffman Engineers, Inc.
Julie and Paul Davis
Dimmer Family Foundation
David Enslow and Margaret Pak
Juan and Kris Espinoza
Shirley and David Gordon
Sam and Jaylene Howard
James and Jessica Ivers
Lake Washington High School PTSA
Robert and Lynne McAdoo
David and Paula Moussette
Nintendo
Constance Phelps
Lisa Schaures
Servco Insurance Services
Spokane Teachers Credit Union
Cynthia and Dick Tallman
$1,000-$1,499
Anonymous
The Baker Foundation
Emory Bundy and Noel Angell
Paul Condrat and Stephanie
Garbaczewski
Deborah Cushing
Windermere Foundation
Corrinne Martin and Gary Horsfall
The Neeb Family Foundation
PEMCO Mutual Insurance Company
Tom Rath and Lily Lo
Ken and Kim Schiewetz
Skagit Community Foundation
Stokes Lawrence, P.S.
Tri-Cities Sunrise Rotary
Umpqua Bank Charitable Foundation
Jason and Katherine Wax
Debbie and Jeffrey Williams
Jon G. and Ann K. Bowman
Ryan and Jamie Brault
John and Mattie Bundy
Stephen Dewalt and Kathy
Fahlman Dewalt
Michael and Teresa Dunn
Garco Construction, Inc.
Thomas Goodfellow
Kimberly Haber
Mathew Harrington and
Stephanie Morris
H.D.S. Family Fund
Pamela J. Hughes and Robert Munoz
James and Tiffany Johnson
Leonard Lewicki
Martin and Barbara Neeb
William and Sally Neukom
Mark and Sandra O’Donnell
Joe and Meredith Osborne
Chris Pratley
James Rinker
Seattle Symphony
Tina Standerfer
Mitch and Gail Stern
Stevens Clay, P.S.
Thomas Susor
$1,500-$2,499
$500-$999
$250-$499
$250-$499 continued
Stephen and Liann Sundquist
Theresa Turner
Evelyn Walkley
Sam Whiting Mark and Valerie
Wilkerson
Debbie and Jeffrey Williams
Susan Yang
Binah Yeung and Sakae Sakai
Diana Young
$2,500-$4,999
AAA Fire and Safety
Anonymous
Trond and Debbie Bodal
Cascade Natural Gas
Advanced Overhead Doors, LLC
Mrs. Shirley Andrews
Anonymous
Dennis and Georgia Boatman
Stephanie and Kurt Boehl
Max and Diana Burns
Cartridge World
Tom and Janet Cathcart
Suzanne Charnos
Robyn Chastain
Trevor Cobb
Ben Coffman
Susan Cover
Coyle Womens Club
Mark Crawford
Ralph and Lynn Davis
Brian and Dee Dirks
James and Gaylee Duncan
Angie Fidler and Zach Barnes
Carver and Carmen Gayton
Justo and Shemaiah Gonzalez
Sean and Gretchen Griffee
Joel and Maria Groen
Bob Haugen
Tom and Ruth Ann Johnson
Beth and Stephen Kelley
Kennewick School District
James and Judith Klaustermeyer
Nancy Koehler
Christopher and Kerry Kozlowski
Chris and Jyl Leininger
Robert Lipson and Sharon Kean
Nate and Tammy Luce
Meg Lucia
Jerry and Linda McDermott
Colin and Emilie McGlocklin
Gretchen Oates
Roger and Penelope Percy
Elizabeth Porter
Kathleen Purcell
Quincy Valley Lions Club
Bob Reeder
Steve Reeder
Frank Ronneburg
Elvira and Robert Scherban
The Seattle Foundation
Holly Shepherd
Judy Simpson
Ghida Sinno
Arianne Slayter
Jay Soroka and Jane Reisman
Joseph Sullivan
$1-$99 continued
Karen Baquian
Alanah Baron
Dindria Barrow
Mike Bayle
Lori Box
JP and Robin Bundy
Scott and Diane Call
Jim Cissell
Richard Cohen and Carol Maurer
Lisa Dawson
Sgt. and Mrs. Keith Deakings
Levi Dean
Brandon Deyarmin
Tina Diluzio
Robert and Dianne Douthitt
Frederic Engel
Emily Ezpeleta
Richard Fike
Keven Frandsen
Jeff Fry
Jose Galaviz
Michael Gharst
Darlene Gonzales
Madge Gota
Gordon Griggs and Valerie Stevens
Kirsten Gunn
Kevin Hakes Miller
Andrew and Autumn Harlow
Mike Herbert
Kelly Herres
Mike and Ione Howson
Scott and Shelly Husar
Oliver and Sydney Iversen
Teresa Janson
Samantha Jones
Breane and John Kays
Connie Kliewer
Glenn Lane
Sean and Chrissy Langdon
Jane Lanning
David and Bree Andra
Avista Corp.
Boomers Photography
Nancy Bouchard and JP Duplessis
$100-$249
Anonymous
Katie Axtell and Scott Middleton
Geri Bacheller
Trudee Barritt
Eric and Shawn Beck
Heidi Beck
Lindsay Beerbower
Sandi Bennett-Scott
Lawrence Bernbaum
Terri and Roger Blier
Shanna and Ben Brost
Russell and Leanne Brown
Kathy Bumgarner
Renny Christopher
Brian and Mary Clark
Lawrence and Kathy Clifford
Kathy Colombo and Patrick Morton
Wendy and Robert Condrat
Bruce Michael Cross
Chris and Johanna Davis
Jeannine Early
Christie Fix
Steven Gering
Jon Gores
Tom Gould
Daniel Guderjohn
Kimberly Headrick
Shawn Hernan
Michael Hittle
Ev Hopkins
Kenneth and Judy Jackson
Hon. Charles Johnson
Shawn and Nancy Jordan
Ashley Kaiser
Roy Koegen
Mary Krinbring
Brooke Ledeboer
Kenny and Teresa Lee
Stephen Lesser
Willon and Arlene Lew
Megan Lockhart
$1-$99 continued
Frank and Gloria Larson
Bradley Lawrence
Mary Leonardson
Rick Linehan
Joy Lyons
Andrea Mann
Jean Marczynski
Wendy McDonough
Linda Moldestad
James and Tamara Moorehead
Jessica Morales
Marcus Morgan
Chad Moss
Sara Mountjoy-Pepka
Shena Mouring
Carol Nelson
Hanh Nguyen
Katherine Nyholm
Keyur Patel
Jim Perry
Mark Peterson
Tabitha Plotke
David Rasmussen
Robert Reid
James and Marty Rose
Randy Russell
Shawna Russell
Ken Russell
Melanie Schaures
Laura Sell
Gene Sementi
Allison Sheldon
Sue Shields
June Sine
John Sinno
Eileen Sliwinski
Barry Smith
Janice Sola
Guy Spencer
April Steg
Thank you for supporting InvestED. Please note that we strive for accuracy. If you see
something that isn’t correct, please let us know at [email protected], and we’ll fix it
as soon as we can.
$500-$999 continued
Violet Boyer
Jon and Bobbe Bridge
Lora L. Brown
Michelle and Robert Chambers
Ken and Sue Christianson
Clark Nuber P.S.
Kevin Cole
Columbia REA
Community Funding Group
Mark Cullen
Tracy Cutler
Jennifer Divine and Laureen France
Robert Featherstone
Nancy Fike
Bob Fikso
Finn Hill Middle School PTSA
Sandy and Roger Fishback
Mike and Marty Flood
Foster Pepper PLLC
Daniel Friedman
Colleen Garbaczewski
Ruth Gerberding
Tag and Virginia Gleason
Betsy Graef and David Pannone
Matt Griffin and Evelyne Rozner
Jerry Gronfein and Marcie Buckner
Janice and Niraj Gupta
Hambones
Richard and Marilyn Hanson
Michael and Anne Heavey
Brian Krinbring and Susan Mickey
Rosemary and Fred Langford
Nadine Larose
Angela Margulis
Marcie Maxwell
Dr. Judith Milner
Hilary and Dan Mohr
Burns Montgomery
David and Phyllis Moss
Robert Michael and Stacy Peronto
Pat and Diana Piermattei
Kathleen Repass
Soroptimist International of
La Conner
Leslie and Ken Stocker
Kerry and Lisa Swanson
Shaun Van Eyk
John and Ann Williams
Ben Williamson
$100-$249 continued
Margaret Long
Alejandro Lopez Baragano
Tom and Mary Pat Lord
Maureen Lyden Anna McLeod
James and Carolyn McNeill
James and Lynne Menzies
Don Miksch and Linda Moran
Mick Miller
Jim Missel
Bob Mucklestone and Megan Kruse
Julie Nelson
Arvind Nerurkar
Alison Olzendam
Becky Overland
Todd Peterson
Virginia M.D. Pounds
Michelle Powers
Tessa Rath
Ginger Reid
Ariane and Daniel Ringler
Tom and Pera Jo Rockefeller
Cathy Roe
Beverly Rush
Valerie Schaffroth
Kenneth and Lucia Schubert
Michelle and Joe Sievers
Gary and Dalrene Smith
Lesa Sroufe and Matt Barnes
James and Charlotte Stone
Rozalyn Strong
Philip Thompson and Elizabeth
Dolliver
L. Antonio Vegas
Jim Walden
Nanette Walkley
Grant Walter
Ronald Webb
Suellen White
Danelle and David Williams
Jenny Williams
Steve Witter
Jean Wu
Irene Yamamoto
Kristin Young
$1-$99
Audrey Absalonson
Amazon Smile
Kerri Ames
Anonymous
Yana Aronova
Susan Baird-Joshi and Sanjaya Joshi
$1-$99 continued
T.J. and Sue Stewart
Carinna Tarvin
Gerald Taylor, Jr.
Rod Thornley
Charles and Michele Towne
Adrien Tucker
Stephanie Turlay
Holly Urness
Cara Vallier
Teresa Von Marbod
Rose Walker
John Wallwork
Harry Watson
Legacy Society Members
InvestED Legacy Society recognizes
and honors donors who have made
arrangements to include InvestED
in their estate plan. Legacy Society
Members are critical to insuring
ongoing support for needy students
for generations to come. InvestED’s
Legacy Society was launched as part
of the Challenge to Help Students
in Need.
Dan Barritt
Emory Bundy and Noel Angell
Roger and Penny Percy
Constance Phelps
Lisa Schaures