ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2022
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- Organization
- ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-16
- IRS object ID
- 202302899349303210
- Schema version
- 2022v5.0
- 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 | 2023-10-16T17:20:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300024279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZION | BusinessNameControlTxt |
| Phone | 3177334805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA BLACK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3177334805 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMANDA | PersonFirstNm |
| Person Last | BLACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2023-10-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMANDA BLACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $389,261 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $315,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $283,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $87,545 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,489 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,991 | PYOtherRevenueAmt |
| CY Other Revenue | $32,106 | CYOtherRevenueAmt |
| PY Total Revenue | $425,281 | PYTotalRevenueAmt |
| CY Total Revenue | $338,005 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $107,763 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,754 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $80,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $87,855 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $74,300 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,260 | PYOtherExpensesAmt |
| CY Other Expenses | $62,470 | CYOtherExpensesAmt |
| PY Total Expenses | $227,113 | PYTotalExpensesAmt |
| CY Total Expenses | $266,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $198,168 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,986,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,796,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,071 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,977,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,785,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ZIONSVILLE EDUCATION FOUNDATION (ZEF) IS A NOT FOR PROFIT ORGANIZATION DEDICATED TO ENHANCING THE EDUCATIONAL EXPERIENCES OF ZIONSVILLE STUDENTS BY PROVIDING GRANTS FOR INNOVATIVE AND CREATIVE PROGRAMS. THE MISSION OF ZEF IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $135,482 | ExpenseAmt |
| Grant | $70,113 | GrantAmt |
| Desc | FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE VARIOUS GRANTS PROMOTING EXCELLENCE IN ACADEMIC EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,597 | ExpenseAmt |
| Grant | $24,597 | GrantAmt |
| Desc | FALL PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTEE WHICH IS COMPRISED OF BOARD MEMBERS AND COMMUNITY MEMBERS. EACH GRANT WAS REVIEWED TO DETERMINE HOW THE GRANT MET THE FOUNDATION'S MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,044 | ExpenseAmt |
| Grant | $21,044 | GrantAmt |
| Desc | SPRING PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTEES WHICH ARE COMPRISED OF BOARD MEMBERS AND COMMUNITY MEMBERS. EACH GRANT WAS REVIEWED TO DETERMINE HOW THE GRANT MET THE FOUNDATION'S MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $181,123 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYLE BROWNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178732858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARK PASCARELLA | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM LEWIS | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERICA CARPENTER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYLE BROWNE | ||||||
| EXECUTIVE DIRECTOR | 30.00 | Yes (X) | $44,650 | $0 | $600 | |
| CHRISTINE MINGUS | ||||||
| TREASURER,FINANCE CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMANDA BLACK | ||||||
| FINANCE CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MISSY COPHER 1122 - 63022 | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHALLIS IMES | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE LOUISO | ||||||
| GRANTS CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTIN CHAMPA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY ESSLEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN ESTEVES 1122 - 63022 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA FONSECA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMI FRASER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARITZA GERDE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER JACKSON 8122-123122 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA KNIPSTEIN MEYER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY MARIETTA 8122-123122 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNI PHENICIE 8122-123122 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATY RUHL 8122-123122 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SCHUMAKER 1122 - 63022 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SEPIOL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SPAHN-MCGRAW 8122-123122 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SUH 1122 - 63022 | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRANT WRIGHT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $44,650 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $110,119 | FundraisingAmt |
| All Other Contributions | $173,291 | AllOtherContributionsAmt |
| Total Contributions | $283,410 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,489 | TotalRevenueColumnAmt |
| Exclusion | $22,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $76,914 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $110,119 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,256 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,658 | TotalRevenueColumnAmt |
| Exclusion | $25,658 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETURNED GRANT AWARDS | 900099 | $6,388 | $6,388 |
| OTHER REVENUE | 900099 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,448 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,448 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,147 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,021 | TotalAmt |
| Program Services | $12,021 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,733 | TotalAmt |
| Program Services | $103,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,250 | TotalAmt |
| Program Services | $31,675 | ProgramServicesAmt |
| Management And General | $4,525 | ManagementAndGeneralAmt |
| Fundraising | $9,050 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,447 | TotalAmt |
| Management And General | $3,645 | ManagementAndGeneralAmt |
| Fundraising | $32,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,158 | TotalAmt |
| Program Services | $2,388 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
| Fundraising | $3,154 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,102 | TotalAmt |
| Program Services | $8,102 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140 | TotalAmt |
| Program Services | $1,140 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,606 | TotalAmt |
| Program Services | $7,792 | ProgramServicesAmt |
| Fundraising | $19,814 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431 | TotalAmt |
| Program Services | $1,459 | ProgramServicesAmt |
| Management And General | $243 | ManagementAndGeneralAmt |
| Fundraising | $729 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,401 | TotalAmt |
| Program Services | $592 | ProgramServicesAmt |
| Management And General | $99 | ManagementAndGeneralAmt |
| Fundraising | $4,710 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,490 | TotalAmt |
| Program Services | $237 | ProgramServicesAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
| Fundraising | $1,219 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304 | TotalAmt |
| Management And General | $1,304 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DISTRICT TEAM BUILDING | $10,717 | $10,717 | ||
| CREDIT CARD FEES | $1,983 | $1,983 | ||
| OTHER EXP | $1,308 | $506 | $669 | $133 |
| DUES & SUB. | $568 | $341 | $170 | $57 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,079 | TotalAmt |
| Program Services | $181,123 | ProgramServicesAmt |
| Management And General | $10,656 | ManagementAndGeneralAmt |
| Fundraising | $74,300 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,850 | BOYAmt |
| EOY | $282,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,762 | BOYAmt |
| EOY | $1,513,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,748 | BOYAmt |
| EOY | $1,796,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,716 | BOYAmt |
| EOY | $11,071 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,716 | BOYAmt |
| EOY | $11,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,689 | BOYAmt |
| EOY | $1,193,160 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,343 | BOYAmt |
| EOY | $592,163 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,032 | BOYAmt |
| EOY | $1,785,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,748 | BOYAmt |
| EOY | $1,796,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $71,926 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$263,635 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $157,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $258,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $315,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,410 | CurrentTaxYearAmt |
| Total | $1,311,340 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $258,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $315,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,410 | CurrentTaxYearAmt |
| Total | $1,311,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $162,156 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,149,184 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$9,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,489 | CurrentTaxYearAmt |
| Total | $268,292 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,658 | CurrentTaxYearAmt |
| Total | $109,366 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,448 | CurrentTaxYearAmt |
| Total | $12,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,701,440 | TotalSupportAmt |
| Public Support CY170 | 0.67540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $567,384 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$84,783 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,948 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,927 | AdministrativeExpensesAmt |
| End Year Balance | $454,726 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,383 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $69,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,991 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,345 | AdministrativeExpensesAmt |
| End Year Balance | $567,384 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,974 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,468 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,993 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,066 | AdministrativeExpensesAmt |
| End Year Balance | $526,383 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,751 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,988 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,669 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,096 | AdministrativeExpensesAmt |
| End Year Balance | $505,974 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,553 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,475 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,871 | AdministrativeExpensesAmt |
| End Year Balance | $447,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE USED TO FUND THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL EVENT | Event1Nm |
| Gross Receipts Event1 | $171,261 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,099 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,162 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,487 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,189 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,988 | OtherDirectExpensesEvent1Amt |
| Event2 | POLO NIGHT | Event2Nm |
| Gross Receipts Event2 | $15,772 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,020 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,752 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,600 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $239 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,003 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $187,033 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $110,119 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $76,914 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,087 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,428 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,991 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,256 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,658 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE COMMUNITY SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 351168812 | RecipientEIN |
| IRC Section | GOVT | IRCSectionDesc |
| Cash Grant | $12,021 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ACADEMIC EXCELLENCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CLASSROOM GRANTS | GrantTypeTxt |
| Recipient | 58 | RecipientCnt |
| Cash Grant | $103,733 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW, WITH THE EXCEPTION OF SCHEDULE B DONOR NAMES AND RELATED INFORMATION. THE 990 IS REVIEWED AT A MONTHLY BOARD MEETING OF WHICH MINUTES OF THE MEETING ARE RECORDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFICT OF INTEREST STATEMENT. THE RESULT OF WHICH ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR'S AND DEVELOPMENT AND EVENTS MANAGER'S SALARY INCLUDES A REVIEW AND APPROVAL BY THE INDEPENDENT BOARD MEMBERS. THE ORGANIZATION'S BOARD MEMBERS CONSIST OF EXPERTS WITH KNOWLEDGE IN HUMAN RESOURCES AND NONPROFIT ORGANIZATIONS AND FEEL THE EXECUTIVE COMPENSATION IS REASONABLE COMPARED TO OTHER SIMILAR NONPROFIT FORM 990 COMPENSATION. THE DETERMINATION OF THE EXECUTIVE DIRECTOR'S AND DEVELOPMENT AND EVENTS MANAGER'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ALL NEW BOARD MEMBERS. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY THE RESULTS OF WHICH ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE. THE BOARD IS PROVIDED QUARTERLY FINANCIAL UPDATES IN SUMMARY FORMAT. ANNUALLY, THE BOARD IS PROVIDED THE 990 AND FINANCIAL STATEMENTS. |
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