2021-10-27T07:25:38-05:00 2020-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2020-01-01 300024279 ZIONSVILLE EDUCATION FOUNDATION INC ZION 3178732858 900 MULBERRY STREET ZIONSVILLE IN 46077 CHRISTINE MINGUS TREASURER 3178732858 2021-10-25 1 CHRISTINE MINGUS 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2021-10-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTINE MINGUS 900 MULBERRY STREET ZIONSVILLE IN 46077 363237 0 X WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG X 1994 IN PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. 21 21 2 53 0 0 295978 258952 0 0 103521 64230 24226 22337 423725 345519 161879 109337 0 0 78654 77508 0 10000 61902 52908 42176 293441 239021 130284 106498 1472604 1696724 14220 42840 1458384 1653884 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 129050 70649 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS AND VARIOUS GRANTS PROMOTING EXCELLENCE IN ACADEMIC EDUCATION. 26527 26527 FALL PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOL TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTEE WHICH IS COMPRISED OF BOARD MEMEBERS AND COMMUNITY MEMBERS. EACH GRANT WAS REVIEWED TO DETERMINE HOW THE GRANT MET THE FOUNDATIONS' MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. 12161 12161 SPRING PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOL TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTEE WHICH IS COMPRISED OF BOARD MEMEBERS AND COMMUNITY MEMBERS. EACH GRANT WAS REVIEWED TO DETERMINE HOW THE GRANT MET THE FOUNDATIONS' MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. 167738 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 7 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 KATIE AESCHLIMAN PAST PRESIDENT 2.00 X X 0 0 0 AMANDA BLACK BOARD MEMBER 2.00 X 0 0 0 ERICA CARPENTER BOARD MEMBER 2.00 X 0 0 0 MISSY COPHER PAST PRESIDENT 2.00 X X 0 0 0 AMY DOHM 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 AMI FRASER BOARD MEMBER 2.00 X 0 0 0 MARITZA GERDE BOARD MEMBER 2.00 X 0 0 0 MEGAN GLOVER BOARD MEMBER TERM END 6/20 2.00 X 0 0 0 CHALLIS IMES PRESIDENT 2.00 X X 0 0 0 BETH ANN KALTENMARK 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 BOARD MEMBER 2.00 X 0 0 0 JEFF SEPIOL BOARD MEMBER 2.00 X 0 0 0 ANGIE SHAW BOARD MEMBER 2.00 X 0 0 0 ANDREA SUH BOARD MEMBER 2.00 X 0 0 0 BRANT WRIGHT BOARD MEMBER 2.00 X 0 0 0 EVONA WATSON BOARD MEMBER TERM BEG 7/20 2.00 X 0 0 0 LYLE BROWNE EXECUTIVE DIRECTOR 30.00 X 40000 0 0 40000 0 0 0 0 0 0 0 52579 15300 191073 258952 64230 64230 37386 52579 17718 19668 19668 RETURNED GRANT AWARDS 900099 2669 2669 2669 345519 2669 0 83898 79423 79423 29914 29914 40000 28000 4000 8000 32000 3200 28800 5508 2142 551 2815 165 165 10000 10000 8241 8241 886 886 8654 5192 3462 1084 650 108 326 4822 418 70 4334 263 263 1271 1271 DISTRICT TEAM BUILDING 12757 12757 CREDIT CARD FEES 2220 2220 OTHER EXP 1363 566 136 661 DUES & SUB. 450 270 45 135 239021 167738 9381 61902 187686 284399 883 2457 1284035 1409868 1472604 1696724 14220 42840 14220 42840 X 870586 988140 587798 665744 1458384 1653884 1472604 1696724 106498 89002 0 X 0 0 0 X 143772 136983 157255 295978 258952 992940 143772 136983 157255 295978 258952 992940 130246 862694 35767 63482 -9493 103521 64230 257507 29455 50856 59945 65132 40055 245443 1495890 0.57670 0.56590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 505974 47468 18993 8066 526383 447751 83988 18669 7096 505974 500650 -27553 18475 6871 447751 456528 70027 18971 6934 500650 448992 33828 19627 6666 456527 0.04000 0.96000 1 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO FUND THE ORGANIZATION'S MISSION. FALL EVENT 89965 52579 37386 2000 1250 14468 89965 52579 37386 2000 1250 14468 17718 19668 0 ZIONSVILLE COMMUNITY SCHOOLS 900 MULBERRY STREET ZIONSVILLE IN 46077 351168812 21464 ACADEMIC EXCELLENCE 1 CLASSROOM GRANTS 72 29914 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 IN WHICH 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.