2022-10-27T17:42:45-05:00 2021-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2021-01-01 300024279 ZIONSVILLE EDUCATION FOUNDATION INC ZION 3177334805 900 MULBERRY STREET ZIONSVILLE IN 46077 CHRISTINE MINGUS TREASURER 3177334805 2022-10-27 1 CHRISTINE MINGUS 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2022-10-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTINE MINGUS 900 MULBERRY STREET ZIONSVILLE IN 46077 467969 0 X WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG X 1994 IN PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. 19 19 2 53 0 0 258952 315745 0 0 64230 87545 22337 21991 345519 425281 109337 107763 0 0 77508 80090 10000 0 53462 42176 39260 239021 227113 106498 198168 1696724 1986748 42840 9716 1653884 1977032 X 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. 0 0 108176 52031 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE VARIOUS GRANTS PROMOTING EXCELLENCE IN ACADEMIC EDUCATION. 26667 26667 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. 29065 29065 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. 163908 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 IN X X LYLE BROWNE 3178732858 900 MULBERRY STREET ZIONSVILLE IN 46077 AMANDA BLACK BOARD MEMBER 2.00 X 0 0 0 ERICA CARPENTER BOARD MEMBER 2.00 X 0 0 0 KRISTIN CHAMPA 8121-123121 BOARD MEMBER 2.00 X 0 0 0 MISSY COPHER PAST PRESIDENT 2.00 X X 0 0 0 AMY DOHM 1121-63021 BOARD MEMBER 2.00 X 0 0 0 AMY ESSLEY BOARD MEMBER 2.00 X 0 0 0 DEAN ESTEVES BOARD MEMBER 2.00 X 0 0 0 ANDREA FONSECA 8121-123121 BOARD MEMBER 2.00 X 0 0 0 AMI FRASER BOARD MEMBER 2.00 X 0 0 0 MARITZA GERDE BOARD MEMBER 2.00 X 0 0 0 CHALLIS IMES PRESIDENT 2.00 X X 0 0 0 BETH ANN KALTENMARK 1121-63021 SECRETARY 2.00 X X 0 0 0 THERESA KNIPSTEIN MEYER BOARD MEMBER 2.00 X 0 0 0 KIM LEWIS BOARD MEMBER 2.00 X 0 0 0 JANE LOUISO GRANTS CHAIR 2.00 X X 0 0 0 CHRISTINE MINGUS TREASURER 2.00 X X 0 0 0 MARK PASCARELLA VICE PRESIDENT 2.00 X X 0 0 0 JEFF SEPIOL BOARD MEMBER 2.00 X 0 0 0 ANGIE SHAW 1121-63021 BOARD MEMBER 2.00 X 0 0 0 ANDREA SUH BOARD MEMBER 2.00 X 0 0 0 EVONA WATSON 1121-63021 BOARD MEMBER 2.00 X 0 0 0 BRANT WRIGHT BOARD MEMBER 2.00 X 0 0 0 MIKE SCHUMAKER 8121-123121 BOARD MEMBER 2.00 X 0 0 0 LYLE BROWNE EXECUTIVE DIRECTOR 30.00 X 41600 0 0 41600 0 0 0 0 0 0 0 87077 228668 315745 87545 87545 61354 87077 42688 18666 18666 RETURNED GRANT AWARDS 900099 3325 3325 3325 425281 3325 0 106211 50676 50676 57087 57087 41600 29120 4160 8320 32800 3280 29520 5690 2227 569 2894 710 710 9520 9520 982 982 6221 3733 2488 1679 1007 168 504 5471 484 81 4906 507 507 1278 1278 DISTRICT TEAM BUILDING 8397 8397 CREDIT CARD FEES 2426 2426 OTHER EXP 1522 619 152 751 DUES & SUB. 547 328 55 164 227113 163908 9743 53462 284399 340850 2457 2136 1409868 1643762 1696724 1986748 42840 9716 42840 9716 X 988140 1249689 665744 727343 1653884 1977032 1696724 1986748 198168 124980 0 X 0 0 0 X 136983 157255 295978 258952 315745 1164913 136983 157255 295978 258952 315745 1164913 131816 1033097 63482 -9493 103521 64230 87545 309285 50856 59945 65132 40055 64679 280667 1754865 0.58870 0.57670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 526383 69337 18991 9345 567384 505974 47468 18993 8066 526383 447751 83988 18669 7096 505974 500650 -27553 18475 6871 447751 456528 70027 18971 6934 500650 0.04000 0.96000 1 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO FUND THE ORGANIZATION'S MISSION. FALL EVENT 133322 74899 58423 3852 16653 1750 17555 POLO NIGHT 15109 12178 2931 1000 697 1181 148431 87077 61354 4852 17350 1750 18736 42688 18666 0 ZIONSVILLE COMMUNITY SCHOOLS 900 MULBERRY STREET ZIONSVILLE IN 46077 351168812 50676 0 ACADEMIC EXCELLENCE 1 CLASSROOM GRANTS 65 57087 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.