2023-02-22T08:33:17-06:00 2022-06-30 411431613 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2021-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3199399550 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 KALOLA ROBY PRESIDENT 3199399550 2023-02-21 1 KALOLA ROBY 999009999 BRIAN ARONSON CPA P01425251 3192346885 2023-02-21 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z HANNAH LUCE 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 640046 0 X WWW.WCSFOUNDATION.ORG/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 17 17 3 48 0 0 616715 448770 0 0 2946 37138 0 -3421 619661 482487 213117 394974 0 0 81757 78366 0 0 67793 22029 30019 316903 503359 302758 -20872 1125441 1202339 0 240000 1125441 962339 X TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS. 0 0 404257 394974 0 THE WATERLOO COMMUNITY SCHOOLS FOUNDATION RAISES FUNDS WHICH ARE USED TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION WITHIN THE WATERLOO COMMUNITY SCHOOL DISTRICT. THE WATERLOO COMMUNITY SCHOOLS FOUNDATION PROVIDES (1) A MECHANISM FOR CONTRIBUTIONS TO BE ALLOCATED TO WORTHWHILE CHARITABLE AND EDUCATIONAL PROGRAMS AND FACILITIES; (2) A VEHICLE FOR SOLICITATION, ACCUMULATION, INVESTMENT, OTHER MANAGEMENT, AND DISTRIBUTION OF SUCH RESOURCES FOR IDENTIFIED NEEDS AND PURPOSES; AND (3) AN INCREASE IN COMMUNITY INVOLVEMENT WITH AND SUPPORT FOR THE WATERLOO COMMUNITY SCHOOL DISTRICT BY ENGOURAGING OPEN COMMUNICATION BETWEEN THE COMMUNITY AND THE DISTRICT ON MATTERS OF MUTUAL CONCERN, AND BY INCREASING COMMUNITY CONFIDENCE IN THE WATERLOO COMMUNITY SCHOOL DISTRICT. GRANTS WERE PAID TO THE WATERLOO COMMUNITY SCHOOL DISTRICT AND 62 STUDENTS AS WELL AS TO THE UNIVERSITY OF NORTHERN IOWA FOUNDATION FOR THE TEACH WATERLOO PROGRAM THAT SUPPORTS WATERLOO STAFF OF COLOR SEEKING A TEACHING CERTIFICATION. 404257 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3199399550 201 TOWER PARK DR WATERLOO IA 50701 HANNAH LUCE EXECUTIVE DIRECTOR 40.00 X 36825 0 3233 KALOLA ROBY PRESIDENT 1.00 X X 0 0 0 KRISTIN STANFORD PAST PRESIDENT 0.50 X X 0 0 0 KATE REICHERTS VICE PRESIDENT 1.00 X X 0 0 0 ANN RICHTER TREASURER 1.00 X X 0 0 0 JAY KOWEIL SECRETARY 1.00 X X 0 0 0 RHONDA MCRINA DIRECTOR 0.50 X 0 0 0 ADIJAN ABDIC DIRECTOR 0.50 X 0 0 0 JOHN BERRY DIRECTOR 0.50 X 0 0 0 ANNA CAUGHRON DIRECTOR 0.50 X 0 0 0 RENEE CHRISTOFFER DIRECTOR 0.50 X 0 0 0 LORI JOHNSON DIRECTOR 0.50 X 0 0 0 TIFFINI KIELER DIRECTOR 0.50 X 0 0 0 BERNICE RICHARD DIRECTOR 0.50 X 0 0 0 CHUCK SHIREY DIRECTOR 0.50 X 0 0 0 MIKE WALDEN DIRECTOR 0.50 X 0 0 0 SHANTE WALLICAN-NESBIT DIRECTOR 0.50 X 0 0 0 CHRIS WENDLAND DIRECTOR 0.50 X 0 0 0 SHAWNA BUCKLEY FORMER DIRECTOR 0.50 X 0 0 0 36825 0 3233 0 0 0 0 0 11302 437468 448770 29066 29066 160808 152736 8072 8072 8072 1402 11302 4823 -3421 -3421 482487 0 0 33717 385856 385856 9118 9118 64523 6452 12905 45166 8636 864 7772 5207 521 1041 3645 9227 9227 1984 1984 276 276 1092 1092 5354 535 1071 3748 7605 761 1521 5323 698 698 729 729 1557 1557 1497 150 300 1047 503359 404257 31309 67793 693792 475947 180149 86923 1500 0 13817 13817 0 0 639469 250000 1125441 1202339 240000 0 240000 X 167309 85309 958132 877030 1125441 962339 1125441 1202339 -20872 -142230 0 X 0 0 0 X 208793 245347 267674 452183 315550 1489547 208793 245347 267674 452183 315550 1489547 454065 1035482 4980 3639 2460 2946 29066 43091 2050 1900 1402 5352 1537990 0.67330 0.69590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2017 AMOUNT: $ 2,050. 2018 AMOUNT: $ 1,900. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,402. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/17/19 AMOUNT: 105917. DESCRIPTION: CASH DATE: 10/03/19 AMOUNT: 194083. DESCRIPTION: CASH DATE: 09/05/19 AMOUNT: 312814. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 164532. DESCRIPTION: CASH DATE: 09/27/21 AMOUNT: 133220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 159470 -849 25 158596 134330 22310 2830 159470 131816 2514 134330 129954 2482 620 131816 123567 5000 2387 1000 129954 0.32400 0.00000 0.67600 1 0 13817 13817 0 0 PART V, LINE 4: THE USE OF THE ENDOWMENT FUNDS IS BASED ON THE WISHES OF THE DONOR (WITH DONOR RESTRICTIONS) OR THE BOARD (WITHOUT DONOR RESTRICTIONS). 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 81006 0 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. UNIVERSITY OF NORTHERN IOWA FOUNDATION 204 COMMONS CEDAR FALLS IA 50614 426058591 300000 0 SUPPORT FOR TEACH WATERLOO PROGRAM GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS AND ACADEMIC TRAVEL WHICH PREPARES THEM FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP 42 9118 PART I, LINE 2: GRANTS ARE BASED ON SUBMITTED PROPOSALS TO THE FOUNDATION AND ARE COST REIMBURSEMENT BASED. GRANT AWARDS ARE ISSUED AFTER RECIPIENTS SUBMIT ACTUAL COSTS SUPPORTING THE REQUEST. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY THE TREASURER AND PRESIDENT. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY IS MONITORED BY REVIEWING THE SUBJECT MATTER AND, IF APPROPRIATE, THE BOARD MEMBER WILL REFRAIN FROM DISCUSSION AND ABSTAIN FROM VOTING. ALL BOARD AND EXECUTIVE COMMITTEE MEETING AGENDAS INCLUDE AN ITEM ADDRESSING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DOES AN ANNUAL EVALUATION OF PERFORMANCE. FORMAL EVALUATIONS ARE PREPARED BY DESIGNATED INDIVIDUALS, INCLUDING THE EXECUTIVE DIRECTOR. SALARY AND BENEFITS ARE BASED UPON PERFORMANCE. COMPENSATION IS DETERMINED USING COMPENSATION OF OTHER SIMILAR FOUNDATIONS WITHIN THE COMMUNITY AND STATE OF IOWA. DOCUMENTATION OF THE REVIEW PROCESS IS INCLUDED IN THE EXECUTIVE DIRECTORS PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS , CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST