2020-07-15T17:53:16-05:00 2019-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2018-07-01 351959196 THE PUBLIC EDUCATION FOUNDATION INC PUBL 5743936112 PO BOX 119 SOUTH BEND IN 46624 DR GINA SHROPSHIRE PRESIDENT 5743936112 2020-07-14 1 MARGENE ZINK P01222961 5742642247 2020-07-14 199.58.74.130 2020-07-14 16:35:55 ED P 9762094311112B17F07E8522B3A25D6B3FC1555B BC71EE5F9747A4FC0E40067C33DCCE7BB05ECE2D 2018 2020-09-22 18:59:49Z SOUTH BEND EDUCATION FOUNDATION DR GINA SHROPSHIRE PO BOX 119 SOUTH BEND IN 46624 485825 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. 24 24 0 0 0 0 253841 443086 0 0 54242 36026 -39085 -18217 268998 460895 100870 242247 0 0 111148 37801 0 0 13234 32766 44697 244784 324745 24214 136150 2164483 2328630 0 0 2164483 2328630 X 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 1 216876 216786 THE FOUNDATION SUPPORTS THE SOUTH BEND COMMUNITY SCHOOL CORPORATION CURRICULUM THROUGH GRANT ACTIVITY. 24842 24842 THE FOUNDATION FUNDS $20,000 IN TEACHER GRANTS AND $5,000 IN 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. 619 619 OUR DONORS ARE NOT ONLY IMPACTING CHILDREN, THEY ARE IMPACTING THE FUTURE OF SOUTH BEND. THE SOUTH BEND EDUCATION FOUNDATION IS COMMITTED TO GIVING CHILDREN EVERY OPPORTUNITY TO LEARN THROUGH INNOVATIVE PROGRAMMING. 23172 23172 265509 1 1 0 0 0 0 0 0 0 1 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 ROB BARTELS DIRECTOR 1.00 X 0 0 0 JOSEPH BAUER DIRECTOR 1.00 X 0 0 0 CLAYTON BILL DIRECTOR 1.00 X 0 0 0 WILBUR BOGGS DIRECTOR 1.00 X 0 0 0 LINDA BROOKSHIRE DIRECTOR 1.00 X 0 0 0 ANTHONY BYRD DIRECTOR 1.00 X 0 0 0 JAY CAPONIGRO DIRECTOR 1.00 X 0 0 0 DEB CHILDS DIRECTOR 1.00 X 0 0 0 JULIE CURTIS DIRECTOR 1.00 X 0 0 0 DR HOPE SMITH DAVIS DIRECTOR 1.00 X 0 0 0 MICHELLE ENGEL DIRECTOR 1.00 X 0 0 0 LORETTA FRANK DIRECTOR 1.00 X 0 0 0 STUART GREENE DIRECTOR 1.00 X 0 0 0 TERRY GREMBOWICZ DIRECTOR 1.00 X 0 0 0 DR ALFRED GUILLAUME DR DIRECTOR 1.00 X 0 0 0 ANNA MILLIGAN DIRECTOR 1.00 X 0 0 0 PAUL PHAIR DIRECTOR 1.00 X 0 0 0 JEFF REA DIRECTOR 1.00 X 0 0 0 RANDY ROMPOLA DIRECTOR 1.00 X 0 0 0 MIGUEL SALAZAR DIRECTOR 1.00 X 0 0 0 NANCY SAUNDERS DIRECTOR 1.00 X 0 0 0 DR KEN SPELLS DIRECTOR 1.00 X 0 0 0 NAN TULCHINSKY DIRECTOR 1.00 X 0 0 0 NOEL YARGER DIRECTOR 1.00 X 0 0 0 SHARON JONES TREASURER 1.00 X X 0 0 0 ANNE FEFERMAN SECRETARY 1.00 X X 0 0 0 RICHARD S GATES PAST PRESIDENT 1.00 X X 0 0 0 DR GINA SHROPSHIRE PRESIDENT 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 25057 418029 443086 36026 36026 4500 25057 24930 -20430 -20430 INDIANA EDUCATION LICE 900099 2213 2213 2213 460895 2213 0 15596 242247 242247 5288 3174 1057 1057 29859 17915 5972 5972 2654 1592 531 531 12423 12423 1603 1603 40 40 16853 1 13252 3600 4487 580 1873 2034 1889 1889 2541 2541 DUES AND SUBSCRIPTIONS 1386 1386 3475 3475 324745 265509 46002 13234 57327 128810 72878 147851 2250 1490 1474480 1467528 559798 580701 2164483 2328630 0 0 X 688503 804294 1500 0 1474480 1524336 2164483 2328630 2164483 2328630 136150 27997 0 X X 0 1 X 1 0 X 388108 385370 360828 253841 443086 1831233 388108 385370 360828 253841 443086 1831233 166638 1664595 70874 57239 45161 54242 13 227529 21270 19768 5797 5423 4500 56758 2115520 27 0.78680 0.76050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2034624 11489 70123 67551 2048685 1956592 15390 163250 100608 2034624 1710960 106396 208932 69696 1956592 1743201 69583 -32622 69202 1710960 1737009 60440 19804 74052 1743201 0.28370 0.71630 1 0 0 FUNDS FUNCTIONING AS PERMANENT ENDOWMENTS 580701 580701 X 513822 27997 27997 485825 -24930 -24930 460895 349675 24930 24930 324745 0 324745 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 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAGE 9 DIRECT FUNDRAISING EXPENSES RECORDED ON FUNCTIONAL EXPENSE IN F/S -24,930. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAGE 9 DIRECT FUNDRAISING EXPENSES RECORDED ON FUNCTIONAL EXPENSE IN F/S 24,930. GFS 29557 25057 4500 3520 5102 11648 4660 29557 25057 4500 3520 5102 11648 4660 24930 -20430 1 SOUTH BEND COMMUNITY SCHOOL CORPORATION 215 S DR MARTIN LUTHER KING JR BLVD BLVD SOUTH BEND IN 46601 351076622 501(C)(3) 242247 PRIMARY SCHOOL READING PROGRAMS, TEACHER GRANTS AND HIGH SCHOOL TUTORING 1 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 III, LINE 3 THE SBCSC MENTOR PROGRAM WAS NOT RUN BY THE PUBLIC EDUCATION FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2019. 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 1 THE BOARD ELECTED TO TRANSITION FROM A CASH BASIS OF ACCOUNTING TO ACCRUAL IN 2019 TO BETTER REFLECT THE ACTIVITIES OF THE FOUNDATION AND BECOME IN COMPLIANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. FORM 3115 IS NOT REQUIRED BECAUSE THE ORGANIZATION IS A 501(C)3 COMPLYING WITH FASB CODIFICATION 958. 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.