ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201923129349300822
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T08:12:15-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272669661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLMAN JOHNSON COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10499 N COLLEGE AVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462801436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300024279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZION | BusinessNameControlTxt |
| Phone | 3178732858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MINGUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3177334805 | PhoneNum |
| Signature | 2019-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY R JOHNSON CPA | PreparerPersonNm |
| PTIN | P00021702 | PTIN |
| Phone | 3178431040 | PhoneNum |
| Preparation | 2019-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.172.163.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 11:37:56 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FF49A0ED1C5FF8ABBAB3CAB914E488244778352E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADB41DA88D399B6D46DD0C8F70928FAF07F7F7AC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYLE BROWNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $207,707 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE ZIONSVILLE EDUCATIONAL 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $136,983 | PYContributionsGrantsAmt |
| CY Contributions Grants | $157,255 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,482 | PYInvestmentIncomeAmt |
| CY Investment Income | -$9,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,684 | PYOtherRevenueAmt |
| CY Other Revenue | $21,148 | CYOtherRevenueAmt |
| PY Total Revenue | $214,149 | PYTotalRevenueAmt |
| CY Total Revenue | $168,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $83,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $94,485 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,995 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,935 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,349 | PYOtherExpensesAmt |
| CY Other Expenses | $47,067 | CYOtherExpensesAmt |
| PY Total Expenses | $147,474 | PYTotalExpensesAmt |
| CY Total Expenses | $188,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,675 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,577 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,296,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,242,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,585 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,281,228 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,227,227 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ZIONSVILLE EDUCATIONAL 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $139,062 | ExpenseAmt |
| Grant | $94,485 | GrantAmt |
| Desc | FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS AND VARIOUS GRANTS PROMOTING EXCELLENCE IN ACADEMIC EDUCATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 MEMBERS 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 MEMBERS 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $139,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MINGUS | PersonNm |
| Phone | 3178732858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MEG KING | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY COUSSENS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA MEYER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK PASCARELLA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRANT WRIGHT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MOYER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY DOHM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN GLOVER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERICA CARPENTER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY ESSLEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN ESTEVES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SUH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYLE BROWNE | ||||||
| EXECUTIVE DI | 30.00 | $32,500 | $0 | $0 | Yes (X) | |
| KATHERINE REASONER | ||||||
| CHIEF DEVELO | 30.00 | $10,700 | $0 | $0 | Yes (X) | |
| MISSY COPHER | ||||||
| PAST PRESIDE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KATIE AESCHLIMAN | ||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CHALLIS IMES | ||||||
| VICE PRESIDE | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BETH ANN KALTENMARK | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE MINGUS | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JANE LOUISO | ||||||
| GRANTS | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $43,200 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $44,423 | FundraisingAmt |
| All Other Contributions | $112,832 | AllOtherContributionsAmt |
| Total Contributions | $157,255 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,493 | TotalRevenueColumnAmt |
| Exclusion | -$9,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,945 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $44,423 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,797 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,148 | TotalRevenueColumnAmt |
| Exclusion | $21,148 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,910 | TotalRevenueColumnAmt |
| Exclusion | $11,655 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,985 | TotalAmt |
| Program Services | $93,985 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,200 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
| Management And General | $10,820 | ManagementAndGeneralAmt |
| Fundraising | $19,380 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,735 | TotalAmt |
| Program Services | $1,124 | ProgramServicesAmt |
| Management And General | $935 | ManagementAndGeneralAmt |
| Fundraising | $1,676 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026 | TotalAmt |
| Program Services | $309 | ProgramServicesAmt |
| Management And General | $257 | ManagementAndGeneralAmt |
| Fundraising | $460 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340 | TotalAmt |
| Program Services | $1,340 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,682 | TotalAmt |
| Program Services | $2,272 | ProgramServicesAmt |
| Management And General | $2,273 | ManagementAndGeneralAmt |
| Fundraising | $1,137 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061 | TotalAmt |
| Program Services | $824 | ProgramServicesAmt |
| Management And General | $825 | ManagementAndGeneralAmt |
| Fundraising | $412 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,191 | TotalAmt |
| Program Services | $2,426 | ProgramServicesAmt |
| Management And General | $2,426 | ManagementAndGeneralAmt |
| Fundraising | $5,339 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
| Fundraising | $406 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266 | TotalAmt |
| Management And General | $1,266 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OTHER RESTRICTED EXPENSES | $22,779 | $22,779 | ||
| CREDIT CARD PROC FEES | $1,128 | $1,128 | ||
| MISCELLANEOUS EXPENSE | $412 | $165 | $82 | $165 |
| MEMBERSHIPS & DUES | $371 | $149 | $74 | $148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134 | TotalAmt |
| Program Services | $53 | ProgramServicesAmt |
| Management And General | $54 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,487 | TotalAmt |
| Program Services | $139,062 | ProgramServicesAmt |
| Management And General | $19,304 | ManagementAndGeneralAmt |
| Fundraising | $30,121 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,186 | BOYAmt |
| EOY | $172,953 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,642 | BOYAmt |
| EOY | $3,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,580 | BOYAmt |
| EOY | $1,066,807 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,408 | BOYAmt |
| EOY | $1,242,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978 | BOYAmt |
| EOY | $5,352 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,202 | BOYAmt |
| EOY | $10,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,180 | BOYAmt |
| EOY | $15,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,783 | BOYAmt |
| EOY | $740,846 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,795 | BOYAmt |
| EOY | $38,630 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,650 | BOYAmt |
| EOY | $447,751 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,228 | BOYAmt |
| EOY | $1,227,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,408 | BOYAmt |
| EOY | $1,242,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,577 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,553 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$6,871 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,255 | CurrentTaxYearAmt |
| Total | $726,927 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,255 | CurrentTaxYearAmt |
| Total | $726,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $726,927 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $35,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$9,493 | CurrentTaxYearAmt |
| Total | $89,756 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,945 | CurrentTaxYearAmt |
| Total | $220,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,037,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $180 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISER 160,382 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,553 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,475 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,871 | AdministrativeExpensesAmt |
| End Year Balance | $447,751 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $456,528 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,971 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,934 | AdministrativeExpensesAmt |
| End Year Balance | $500,650 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $448,992 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,828 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,627 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,666 | AdministrativeExpensesAmt |
| End Year Balance | $456,528 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $491,475 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$15,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,856 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,175 | AdministrativeExpensesAmt |
| End Year Balance | $448,992 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $514,643 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,694 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,731 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,131 | AdministrativeExpensesAmt |
| End Year Balance | $491,475 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL EVENT | Event1Nm |
| Gross Receipts Event1 | $92,952 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,649 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,303 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,028 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $17,638 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,075 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING EVENT | Event2Nm |
| Gross Receipts Event2 | $11,416 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $774 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,642 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,686 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $167 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,453 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $104,368 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $44,423 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $59,945 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,714 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,805 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,528 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,797 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,148 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE COMMUNITY SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY ST | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 351168812 | RecipientEIN |
| Cash Grant | $93,985 | CashGrantAmt |
| Purpose Of Grant | ACADEMIC EXCELLENCE | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | TRADITIONAL CLASSROOM GRANTS - THE COMMITTEE IS GIVEN A BUDGET FOR ALLOCATING GRANT DOLLARS AT THE BEGINNING OF THE YEAR, BASED ON THE RESULTS OF THE PRIOR YEAR'S FUNDRAISING EVENTS. A 15 MEMBER COMMITTEE (7 ZEF BOARD MEMBERS AND 8 COMMUNITY MEMBERS) REVIEW THE WRITTEN GRANTS, COMPLETE AN EVALUATION FOR EACH GRANT, VOTE ON AND APPROVE THOSE GRANTS THAT THE COMMITTEE DETERMINES FIT THE MISSION OF ZEF. A RECOMMENDATION IS MADE TO THE ZEF BOARD OF DIRECTORS BASED ON THE RESULTS OF THE 15 MEMBER COMMITTEE. THE ZEF BOARD THEN APPROVES THE FUNDING OF THESE GRANTS AND GRANTS ARE PAID VIA A GRANTS MANAGEMENT SYSTEM OR DIRECTLY TO THE GRANT VENDOR. TEACHERS THAT RECEIVE A ZEF GRANT HAVE ONE YEAR TO WRITE A FOLLOW-UP REPORT AND SUBMIT IT TO THE ZEF BOARD. THIS REPORT INCLUDES INFORMATION SUCH AS STUDENT TEST SCORES, STUDENT FEEDBACK, TEACHER EVALUATION OF THE PROJECT, AND PARENT INPUT. THESE FOLLOW UP REPORTS ARE REVIEWED BY THE STAFF TO ENSURE THE GRANT ACHIEVED ITS INTENDED GOAL OF ENHANCING ACADEMIC EXCELLENCE. THE ZEF BOARD RANDOMLY SELECTS GRANTS AND REQUESTS A CLASSROOM VISIT TO SEE THE PROJECT IN ACTION INSIDE THE CLASSROOM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ZIONSVILLE EDUCATIONAL 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. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. THE 990 AND SUPPORTING SCHEDULES ARE REVIEWED AT A MONTHLY BOARD MEETING OF WHICH MINUTES OF THE MEETING IS RECORDED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE RESULT OF WHICH ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, 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 EXECUTIVE DIRECTOR'S AND DIRECTOR OF DEVELOPMENT'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, 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 BOARD. THE BOARD IS PROVIDED QUARTERLY FINANCIAL UPDATES IN SUMMARY FORMAT. ANNUALLY, THE BOARD IS PROVIDED THE 990 AND FINANCIAL STATEMENTS. |
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