Nonprofit · EIN 30-0128156
SUMNER-BONNEY LAKE EDUCATION FOUNDATION
Tax-exempt (reinstated) · SUMNER, WA 98390
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $344,871 | $129,283 | $215,588 | $1,151,278 | $0 | $1,151,278 |
| August 31, 2024 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin LaVerdiere | President Officer | 0 | $0 |
| Lori Murphy | Treasurer Officer | 0 | $0 |
| Diana Culliton | Secretary Officer | 0 | $0 |
| Donald Eismann | Director Trustee or director | 0 | $0 |
| Suzy Barrett | Director Trustee or director | 0 | $0 |
| Brian Hall | Accountant Trustee or director | 0 | $0 |
| Sue Larson | Director Trustee or director | 0 | $0 |
| Carrie Walzak | Director Trustee or director | 0 | $0 |
| Jessi Lewis | Director Trustee or director | 0 | $0 |
| Carol Jurgensen | Director Trustee or director | 0 | $0 |
| Sheri Helmold | Director Trustee or director | 0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Jurgensen | Director Trustee or director | 0 | $0 |
| Donald Eismann | Director Trustee or director | 0 | $0 |
| Sue Larson | Director Trustee or director | 0 | $0 |
| Erin LaVerdiere | President Officer | 0 | $0 |
| Brian Hall | Treasurer Officer | 0 | $0 |
| Sheri Helmold | Director Officer | 0 | $0 |
| Diana Culliton | Secretary Officer | 0 | $0 |
| Lori Murphy | Treasurer 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
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $344,871 | $129,283 | $1,151,278 | XML |
| 990 | August 2024 | $215,820 | $111,073 | $935,691 | XML |
| 990 | August 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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- NORTHWEST GIS USER GROUP INC EIN 82-0522511 · last filed 990 for 2025
- WSNA SCHOLARSHIP AND RESEARCH CHARITABLE FUND EIN 91-1044208 · last filed 990 for 2024
- MAPLE LAWN PTA 5 8 20 EIN 91-1303071 · last filed 990-EZ for 2025
- SPARTAN BOOSTERS EIN 91-1581044 · last filed 990-EZ for 2025
- SUMNER THEATRE BOOSTER ASSOCIATION EIN 93-2114932 · last filed 990-N for 2025
- SCHOOLS OF THE ROCK BATTLE OF THE BANDS EIN 45-2697506 · last filed 990-N for 2024
- DAFFODIL VALLEY ELEMENTARY PTA EIN 91-1982333 · last filed 990-N for 2023