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Nonprofit · EIN 30-0128156

SUMNER-BONNEY LAKE EDUCATION FOUNDATION

Tax-exempt (reinstated) · SUMNER, WA 98390

Financials

$216K$111K2023$345K$129K2024
Revenue Expenses · by fiscal year end
Financials of SUMNER-BONNEY LAKE EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$344,871$129,283$215,588$1,151,278$0$1,151,278
August 31, 2024990$215,820$111,073$104,747$935,691$0$935,691
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$256,882
Program service revenue
$0
Investment income
$87,989
Other revenue
$0

Expenses

Grants and similar amounts paid
$124,627
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,537
Program services (functional)
$129,283

Balance sheet and other

Total assets, start of year
$935,691
Total assets, end of year
$1,151,278
Total liabilities, end of year
$0
Net assets, end of year
$1,151,278
Publicly traded securities
$1,039,731
Gross receipts
$344,871
Employees
0
Year formed
2001
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Erin LaVerdierePresident
Officer
0$0
Lori MurphyTreasurer
Officer
0$0
Diana CullitonSecretary
Officer
0$0
Donald EismannDirector
Trustee or director
0$0
Suzy BarrettDirector
Trustee or director
0$0
Brian HallAccountant
Trustee or director
0$0
Sue LarsonDirector
Trustee or director
0$0
Carrie WalzakDirector
Trustee or director
0$0
Jessi LewisDirector
Trustee or director
0$0
Carol JurgensenDirector
Trustee or director
0$0
Sheri HelmoldDirector
Trustee or director
0$0
990 for the year ended August 31, 2024: 8 people
NameTitleHours / weekCompensation
Carol JurgensenDirector
Trustee or director
0$0
Donald EismannDirector
Trustee or director
0$0
Sue LarsonDirector
Trustee or director
0$0
Erin LaVerdierePresident
Officer
0$0
Brian HallTreasurer
Officer
0$0
Sheri HelmoldDirector
Officer
0$0
Diana CullitonSecretary
Officer
0$0
Lori MurphyTreasurer
Officer
0$0

Address and contacts

Address (IRS master file)
1202 WOOD AVE, SUMNER, WA 98390-1926
Principal officer (990 for 2024)
Stephanie Sasser Treasurer, 1202 Wood Ave, Sumner, WA 98390
Signed the 990
Stephanie Sasser, Treasurer
Phone
(253) 891-6000

Mission

charitable and education

990 for the year ended August 31, 2025

Program accomplishments

  • Scholarships awarded for continued education at any college, university, or vocational program. The scholarships are available to all graduating seniors of Sumner High School and Bonney Lake High School.
    Expenses $124,628 · grants $124,628

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
30-0128156
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,151,278
Income (IRS master file)
$344,871

Revocation and reinstatement

Exemption revoked
January 15, 2017
Posted by the IRS
April 26, 2017
Reinstated
Effective January 15, 2017

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$344,871$129,283$1,151,278XML
990August 2024$215,820$111,073$935,691XML
990August 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0128156).

Questions about SUMNER-BONNEY LAKE EDUCATION FOUNDATION

What is the EIN of SUMNER-BONNEY LAKE EDUCATION FOUNDATION?
The employer identification number (EIN) of SUMNER-BONNEY LAKE EDUCATION FOUNDATION is 30-0128156.
Is SUMNER-BONNEY LAKE EDUCATION FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on January 15, 2017 and reinstated it effective January 15, 2017.
Are donations to SUMNER-BONNEY LAKE EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUMNER-BONNEY LAKE EDUCATION FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUMNER-BONNEY LAKE EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMNER-BONNEY LAKE EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of SUMNER-BONNEY LAKE EDUCATION FOUNDATION?
The 990 for the year ended August 31, 2025 names Stephanie Sasser Treasurer.
Who are the officers and directors of SUMNER-BONNEY LAKE EDUCATION FOUNDATION?
The 990 for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does SUMNER-BONNEY LAKE EDUCATION FOUNDATION have?
On its 990 for the year ended August 31, 2025 it reported revenue of $344,871, expenses of $129,283 and total assets of $1,151,278 at year end.

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