2025-05-12T09:01:34-05:00 2024-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN ST SUITE 200 SOUTH BEND IN 46601 990 2023-07-01 351959196 THE PUBLIC EDUCATION FOUNDATION INC PUBL 5743936114 737 BEALE STREET SOUTH BEND IN 46616 MIGUEL SALAZAR BOARD PRESIDENT 5743936114 2025-04-23 1 0 MARGENE ZINK P01222961 5742894011 2025-04-23 2023 2025-03-06 01:10:19Z X SOUTH BEND EDUCATION FOUNDATION MIGUEL SALAZAR 737 BEALE STREET SOUTH BEND IN 46616 624139 0 X WWW.EDFO.ORG X 1995 IN TO PROMOTE AND FUND INITIATIVES TO ENRICH LEARNING EXPERIENCES FOR THE STUDENTS AND STAFF OF THE SOUTH BEND COMMUNITY SCHOOL CORPORATION. 18 18 1 0 0 0 348847 306869 0 0 45895 40550 -5737 -11345 389005 336074 182161 228790 0 0 115810 108473 0 0 23511 85084 80808 383055 418071 5950 -81997 2867228 3007812 103119 69075 2764109 2938737 THE PUBLIC EDUCATION FOUNDATION ADVOCATES, PROMOTES AND FUNDS INITIATIVES TO ENRICH LEARNING EXPERIENCES FOR THE STUDENTS AND STAFF OF SOUTH BEND COMMUNITY SCHOOL CORPORATION. 0 0 103192 103192 THE FOUNDATION SUPPORTS THE SOUTH BEND COMMUNITY SCHOOL CORPORATION THROUGH GRANT ACTIVITY. 90098 90098 THE FOUNDATION FUNDS TEACHER GRANTS AND PRINCIPAL GRANTS ANNUALLY, FOR INNOVATIVE CLASSROOM AND PROFESSIONAL DEVELOPMENT PROJECTS, THROUGH THE COMPETITIVE TEACHER AND PRINCIPAL GRANT PROCESS. TEACHERS AND PRINCIPALS SUBMIT COMPLETED APPLICATIONS BY THE SPRING DEADLINE. 98625 35500 98625 35500 291915 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IN X X CHARLOTTE WALTERHOUSE 5743936114 737 BEALE STREET SOUTH BEND IN 46616 X CHARLOTTE WALTERHOUSE OPERATIONS MANAGER 40.00 X 60227 0 1620 CLAYTON BILL DIRECTOR 1.00 X 0 0 0 WILBUR BOGGS DIRECTOR 1.00 X 0 0 0 ANTHONY BYRD DIRECTOR 1.00 X 0 0 0 HOPE SMITH DAVIS DR DIRECTOR 1.00 X 0 0 0 LORETTA FRANK DIRECTOR 1.00 X 0 0 0 LATORYA GREENE DIRECTOR 1.00 X 0 0 0 TAMMY HARDWOOD DIRECTOR 1.00 X 0 0 0 JENIFER HENECKE DIRECTOR 1.00 X 0 0 0 ANNA MILLIGAN DIRECTOR 1.00 X 0 0 0 RUDY MONTERROSA DIRECTOR 1.00 X 0 0 0 RANDY ROMPOLA DIRECTOR 1.00 X 0 0 0 NANCY SAUNDERS DIRECTOR 1.00 X 0 0 0 GLENDA WILLIAMS DIRECTOR 1.00 X 0 0 0 AVIVA WULFSOHN DIRECTOR 1.00 X 0 0 0 ANNE FEFERMAN SECRETARY 1.00 X X 0 0 0 SHARON JONES TREASURER 1.00 X X 0 0 0 MIGUEL SALAZAR PRESIDENT 1.00 X X 0 0 0 JULIE CURTIS PAST PRESIDENT 1.00 X X 0 0 0 60227 0 1620 0 0 0 0 0 40612 266257 5000 306869 45845 45845 253728 259023 -5295 -5295 -5295 16178 40612 29042 -12864 -12864 INDIANA EDUCATION LICE 900099 1519 1519 1519 336074 1519 0 27686 228790 228790 36343 18172 9086 9085 67289 40373 13458 13458 4841 2905 968 968 29250 29250 9582 9582 12168 12168 3492 1675 1817 325 325 3050 3050 DUES AND SUBSCRIPTIONS 15331 15331 PROFESSIONAL DEVELOPMEN 4886 4886 MISCELLANEOUS 2724 2724 418071 291915 102645 23511 281436 239308 54669 57884 23906 10000 353 5208 11878 0 1624 1272 676 352 1765219 1913661 729091 781399 2867228 3007812 103119 69075 103119 69075 X 1088288 1136307 1675821 1802430 2764109 2938737 2867228 3007812 -81997 256625 0 X X 0 1 X 1 0 X 364270 377573 337066 348847 306869 1734625 364270 377573 337066 348847 306869 1734625 381455 1353170 24310 30445 51751 40760 45845 193111 1838 1838 1969 1744 1519 8908 1936644 3263 0.69870 0.67990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2376155 13217 315457 126246 8509 2570074 2228457 35362 246606 126670 7600 2376155 2691203 35894 -367321 122486 8833 2228457 2028046 76394 702989 108287 7939 2691203 2048685 12314 81341 107270 7024 2028046 0.30258 0.69596 0.00146 1 0 1624 1272 352 352 FUNDS FUNCTIONING AS PERMANENT ENDOWMENTS 781399 781399 X 466831 256625 5000 261625 205206 9582 121286 130868 336074 292203 5000 5000 287203 9582 121286 130868 418071 PART V, LINE 4: TO PROVIDE THE ORGANIZATION WITH INCREASING FINANCIAL SUPPORT FOR THE OPERATING BUDGET, GRANTS AND OTHER ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE INDIANA CODE, EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS GENERALLY DO NOT INCLUDE ANY PROVISION FOR INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATION FOR TAX YEARS BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH GRANTS NETTED IN BOOK VALUE 145,328. FUNDRAISING EXPENSES -24,042. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER PART XII, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH GRANTS NETTED IN BOOK VALUE 145,328. FUNDRAISING EXPENSES -24,042. LUNCHEON 56790 40612 16178 4285 8064 8114 8579 56790 40612 16178 4285 8064 8114 8579 29042 -12864 1 SOUTH BEND COMMUNITY SCHOOL CORPORATION 215 S DR MARTIN LUTHER KING JR BLVD SOUTH BEND IN 46601 351076622 501(C)(3) 193290 0 PRIMARY SCHOOL READING PROGRAMS, TEACHER GRANTS AND HIGH SCHOOL TUTORING SOUTH BEND ALUMNI ASSOCIATION 3545 DOUGLAS RD SUITE 100 SOUTH BEND IN 46635 351674506 501(C)(3) 30000 0 TCU SPONSORSHIP OF THE SOUTH BEND ALUMNI ASSOCIATION HALL OF FAME 2 PART I, LINE 2: VISITS TO SCHOOLS, REVIEW OF PERFORMANCE RESULTS RELATED TO PROGRAMS AND COLLECTION OF WRITTEN REPORTS AND RECEIPTS FROM TEACHERS FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS REVIEW A VERSION OF THE FORM 990 THAT IS COMPLETE EXCEPT FOR SCHEDULE B, SCHEDULE OF CONTRIBUTORS. THAT SCHEDULE IS REVIEWED ONLY BY THE GOVERNANCE COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C AT THE START OF HIRE OR BOARD ELECTION, AND ONCE EVERY CALENDAR YEAR AFTER THAT, THE PERSONS NEED TO REVIEW THE CONFLICT OF INTEREST POLICY AND AGREE TO BE BOUND BY IT. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL FORMAL REVIEWS ARE COMPLETED AND COMPARISONS OF TWO STUDIES ARE REVIEWED. FORM 990, PART VI, SECTION C, LINE 18 ALL POLICIES AND PROCEDURES ARE AVAILABLE BOTH ON THE ORGANIZATION'S WEBSITE AND BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES AND PROCEDURES ARE AVAILABLE BOTH ON THE ORGANIZATION'S WEBSITE AND BY REQUEST. ANNUAL FINANCIAL STATMENTS ARE AVAILABLE BOTH ON THE ORGANIZATION'S WEBSITE AND BY REQUEST. PAGE 12, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE FINACIAL REPORTING PROCESS AND THE SELECTION OF EXTERNAL ACCOUNTANTS, THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.