2022-05-12T13:55:02-05:00 2021-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2020-07-01 351959196 THE PUBLIC EDUCATION FOUNDATION INC PUBL 5743936112 PO BOX 119 SOUTH BEND IN 46624 MILTON LEE INTERIM EXECUTIVE DIRECTOR 5743936114 2022-05-12 1 MILTON LEE 999009999 MARGENE ZINK P01222961 5742642247 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SOUTH BEND EDUCATION FOUNDATION MILTON LEE PO BOX 119 SOUTH BEND IN 46624 691593 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. 20 20 1 0 0 0 364270 377573 0 0 24310 161545 1838 1838 390418 540956 168612 181368 0 0 150468 106801 0 0 30642 72844 70001 391924 358170 -1506 182786 2373447 3052663 30230 7471 2343217 3045192 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 127492 127492 THE FOUNDATION SUPPORTS THE SOUTH BEND COMMUNITY SCHOOL CORPORATION THROUGH GRANT ACTIVITY. 36376 36376 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. 94858 17500 94858 17500 258726 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IN X X DEAN MOORE 5743936613 215 S DR MARTIN LUTHER KING JR BLVD SOUTH BEND IN 46601 ANNA MILLIGAN DIRECTOR 1.00 X 0 0 0 ANTHONY BYRD DIRECTOR 1.00 X 0 0 0 CLAYTON BILL DIRECTOR 1.00 X 0 0 0 DR HOPE SMITH DAVIS DIRECTOR 1.00 X 0 0 0 JAY CAPONIGRO DIRECTOR 1.00 X 0 0 0 JENNIFER WITTENBRINK ORTEGA DIRECTOR 1.00 X 0 0 0 LATORYA GREENE DIRECTOR 1.00 X 0 0 0 LINDA BROOKSHIRE DIRECTOR 1.00 X 0 0 0 LORETTA FRANK DIRECTOR 1.00 X 0 0 0 MAYOR JAMES MUELLER DIRECTOR 1.00 X 0 0 0 MIGUEL SALAZAR DIRECTOR 1.00 X X 0 0 0 NANCY SAUNDERS DIRECTOR 1.00 X 0 0 0 NOEL YARGER DIRECTOR 1.00 X 0 0 0 RANDY ROMPOLA DIRECTOR 1.00 X 0 0 0 RICHARD S GATES DIRECTOR 1.00 X 0 0 0 ROB BARTELS DIRECTOR 1.00 X 0 0 0 SUSAN GUIBERT DIRECTOR 1.00 X 0 0 0 WILBUR BOGGS DIRECTOR 1.00 X 0 0 0 JULIE CURTIS PRESIDENT 1.00 X X 0 0 0 DR GINA SHROPSHIRE PAST PRESIDENT 1.00 X X 0 0 0 ANNE FEFERMAN SECRETARY 1.00 X X 0 0 0 SHARON JONES TREASURER 1.00 X X 0 0 0 DEAN MOORE EXECUTIVE DIRECTOR 45.00 X 57750 0 0 57750 0 0 0 0 0 0 0 377573 377573 30445 30445 281737 150637 131100 131100 131100 INDIANA EDUCATION LICE 900099 1838 1838 1838 540956 1838 0 161545 181368 181368 59130 29565 14783 14782 41534 24920 8307 8307 2960 2960 3177 1907 635 635 26539 26539 8564 8564 17714 17714 2919 1752 1167 511 511 2862 2862 DUES AND SUBSCRIPTIONS 8418 1500 6918 MISCELLANEOUS 2442 2442 PROFESSIONAL DEVELOPMEN 32 32 358170 258726 68802 30642 226018 96547 52889 52976 56971 63488 1161 6500 8650 14776 8012 510 0 7502 1426484 2022137 601274 788737 2373447 3052663 4903 7471 25327 0 30230 7471 X 854861 1073971 1488356 1971221 2343217 3045192 2373447 3052663 182786 519189 0 X X 0 1 X 1 0 X 360828 253841 443086 364270 377573 1799598 360828 253841 443086 364270 377573 1799598 371502 1428096 45161 54242 36026 24310 30445 190184 2213 1838 1838 5889 1995671 5889 0.71560 0.72880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2028046 76394 702989 108287 7939 2691203 2048685 12314 81341 107270 7024 2028046 2034624 11489 70123 67551 2048685 1956592 15390 163250 100608 2034624 1710960 106396 208932 69696 1956592 0.70690 0.27890 0.01420 1 0 8012 510 7502 7502 FUNDS FUNCTIONING AS PERMANENT ENDOWMENTS 788737 788737 X 973006 519189 5600 524789 448217 8564 84175 92739 540956 271031 5600 5600 265431 8564 84175 92739 358170 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 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTH REVENUE ON BOOKS NOT INCL 990 PART XI, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH GRANTS NETTED IN BOOK REVENUE 84,175. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH GRANTS NETTED IN BOOK REVENUE 84,175. 1 SOUTH BEND COMMUNITY SCHOOL CORPORATION 215 S DR MARTIN LUTHER KING JR BLVD BLVD SOUTH BEND IN 46601 351076622 501(C)(3) 163868 PRIMARY SCHOOL READING PROGRAMS, TEACHER GRANTS AND HIGH SCHOOL TUTORING SOUTH BEND ALUMNI ASSOCIATION 3454 DOUGLAS ROAD SUITE 100 SOUTH BEND IN 46635 351674506 501(C)(3) 15000 TCU SPONSORSHIP OF THE SOUTH BEND ALUMNI ASSOCIATION HALL OF FAME DINNER. 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.