2020-02-25T13:11:36-06:00 2019-06-30 421243538 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2018-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3199399550 201 TOWER PARK DRIVE NO 106 WATERLOO IA 50701 EMILY HANSON EXECUTIVE DIRECTOR 3199399550 2020-02-14 1 DAVID A RICHTER P00168204 3192346885 2020-02-14 65.157.22.194 2020-02-14 14:08:45 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 29C9B937B28A9C7352A0B980F56E71317C0852C1 2018 2020-09-23 17:36:50Z EMILY HANSON 201 TOWER PARK DRIVE NO 106 WATERLOO IA 50701 356803 0 X WWW.WCSFOUNDATION.ORG/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 18 18 3 55 0 0 269126 351264 0 0 4980 3639 -7632 -8264 266474 346639 111308 221140 0 0 82672 88207 0 0 69464 21478 25541 215458 334888 51016 11751 450616 460273 9273 7179 441343 453094 TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS. 0 0 230797 221140 THE WATERLOO COMMUNITY SCHOOLS FOUNDATION RAISES FUNDS WHICH ARE USED TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION WITHIN THE WATERLOO COMMUNITY SCHOOL DISTRICT. THE WATERLOO COMMUNITY SCHOOLS FOUNDATION PROVIDES (1)A MECHANISM FOR CONTRIBUTIONS TO BE ALLOCATED TO WORTHWHILE CHARITABLE AND EDUCATIONAL PROGRAMS AND FACILITIES; (2) A VEHICLE FOR SOLICITATION, ACCUMULATION, INVESTMENT, OTHER MANAGEMENT, AND DISTRIBUTION OF SUCH RESOURCES FOR IDENTIFIED NEEDS AND PURPOSES; AND (3) AN INCREASE IN COMMUNITY INVOLVEMENT WITH AND SUPPORT FOR THE WATERLOO COMMUNITY SCHOOL DISTRICT BY ENGOURAGING OPEN COMMUNICATION BETWEEN THE COMMUNITY AND THE DISTRICT ON MATTERS OF MUTUAL CONCERN, AND BY INCREASING COMMUNITY CONFIDENCE IN THE WATERLOO COMMUNITY SCHOOL DISTRICT. 230797 1 1 0 0 0 1 0 0 0 1 1 1 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 0 0 3 1 0 0 0 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 1 1 1 1 1 1 1 0 0 X EMILY HANSON 3199399550 201 TOWER PARK DR WATERLOO IA 50701 RENEE CHRISTOFFER PRESIDENT 1.00 X X 0 0 0 KRISTIN STANFORD VICE PRESIDENT 1.00 X X 0 0 0 RYAN RISETTER TREASURER 1.00 X X 0 0 0 MIKE WALDEN SECRETARY 1.00 X X 0 0 0 SHAWNA BUCKLEY PAST PRESIDENT 1.00 X X 0 0 0 JOHN BERRY DIRECTOR 0.50 X 0 0 0 BEVERLY BOVEIA DIRECTOR 0.50 X 0 0 0 CAROL BOYCE DIRECTOR 0.50 X 0 0 0 ANNA CAUGHRON DIRECTOR 0.50 X 0 0 0 LORI JOHNSON DIRECTOR 0.50 X 0 0 0 TIFFINI KIELER DIRECTOR 0.50 X 0 0 0 JAY KOWEIL DIRECTOR 0.50 X 0 0 0 JANET LOCKE DIRECTOR 0.50 X 0 0 0 ANN RICHTER DIRECTOR 0.50 X 0 0 0 KALOLA ROBY DIRECTOR 0.50 X 0 0 0 SHARINA SALLIS DIRECTOR 0.50 X 0 0 0 CHUCK SHIREY DIRECTOR 0.50 X 0 0 0 MIKE YOUNG DIRECTOR 0.50 X 0 0 0 EMILY HANSON EXECUTIVE DIRECTOR 40.00 X 60718 0 5671 60718 0 5671 0 0 0 0 0 47670 303594 351264 3639 3639 1900 47670 10164 -8264 -8264 346639 0 0 -4625 213337 213337 7803 7803 64955 6495 12991 45469 13254 1325 2651 9278 4250 425 850 2975 5748 575 1150 4023 8100 8100 207 207 1859 1859 5409 541 1082 3786 2962 296 592 2074 2215 2215 3201 3201 1588 1588 334888 230797 34627 69464 49767 57381 399299 152317 1550 575 13817 13817 0 0 0 250000 450616 460273 9273 7179 9273 7179 X 98738 120119 342605 332975 441343 453094 450616 460273 11751 0 X 1 X 0 0 0 X 213693 182448 239591 208793 245347 1089872 213693 182448 239591 208793 245347 1089872 285776 804096 5884 6349 7610 4980 3639 28462 7680 5359 4790 2050 1900 21779 1140113 0.70530 0.75200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2014 AMOUNT: $ 7,680. 2015 AMOUNT: $ 5,359. 2016 AMOUNT: $ 4,790. 2017 AMOUNT: $ 2,050. 2018 AMOUNT: $ 1,900. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/17/19 AMOUNT: 105917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 22031 0 0 129954 2482 620 131816 123567 5000 2387 1000 129954 111830 9700 2701 600 64 123567 102106 10000 1246 1507 15 111830 40256 60000 1850 102106 0.36700 0.63300 0 0 13817 13817 0 0 CERTIFICATE OF DEPOSIT 250000 C 250000 PART V, LINE 4: THE USE OF THE UNRESTRICTED AND TEMPORARY RESTRICTED ENDOWMENT FUNDS IS BASED ON THE WISHES OF THE DONOR(RESTRICTED) OR THE BOARD(UNRESTRICTED). BREAKFAST 49570 47670 1900 7715 2449 49570 47670 1900 7715 2449 10164 -8264 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 501(C)(3) 213337 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. 1 0 GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS AND ACADEMIC TRAVEL WHICH PREPARES THEM FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP 22 7803 PART I, LINE 2: GRANTS ARE BASED ON SUBMITTED PROPOSALS TO THE FOUNDATION AND ARE COST REIMBURSEMENT BASED. GRANT AWARDS ARE ISSUED AFTER RECIPIENTS SUBMIT ACTUAL COSTS SUPPORTING THE REQUEST. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY THE TREASURER AND PRESIDENT. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY IS MONITORED BY REVIEWING THE SUBJECT MATTER AND, IF APPROPRIATE, THE BOARD MEMBER WILL REFRAIN FROM DISCUSSION AND ABSTAIN FROM VOTING. ALL BOARD AND EXECUTIVE COMMITTEE MEETING AGENDAS INCLUDE AN ITEM ADDRESSING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DOES AN ANNUAL EVALUATION OF PERFORMANCE. FORMAL EVALUATIONS ARE PREPARED BY DESIGNATED INDIVIDUALS, INCLUDING THE EXECUTIVE DIRECTOR. SALARY AND BENEFITS ARE BASED UPON PERFORMANCE. COMPENSATION IS DETERMINED USING COMPENSATION OF OTHER SIMILAR FOUNDATIONS WITHIN THE COMMUNITY AND STATE OF IOWA. DOCUMENTATION OF THE REVIEW PROCESS IS INCLUDED IN THE EXECUTIVE DIRECTORS PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS , CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST