ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202533169349300938
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-12T13:02:11-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN843793000PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clark CPA Group PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 Motif BlvdAddressLine1Txt
CityBrownsburgCityNm
State AbbreviationINStateAbbreviationCd
ZIP46112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300024279EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Zionsville Education Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIONBusinessNameControlTxt
Phone3177334805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 Mulberry StreetAddressLine1Txt
CityZionsvilleCityNm
State AbbreviationINStateAbbreviationCd
ZIP46077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmanda BlackPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-11-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDerick R Busenbark CPAPreparerPersonNm
PTINP01209316PTIN
Phone3178522304PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAmanda BlackPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 Mulberry StreetAddressLine1Txt
CityZionsvilleCityNm
State AbbreviationINStateAbbreviationCd
ZIP46077ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$407,947GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.zionsvilleeducationfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionProviding funds that promote academic excellenceActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers51TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$309,466PYContributionsGrantsAmt
CY Contributions Grants$283,481CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$40,469PYInvestmentIncomeAmt
CY Investment Income$53,503CYInvestmentIncomeAmt
PY Other Revenue$11,050PYOtherRevenueAmt
CY Other Revenue$22,712CYOtherRevenueAmt
PY Total Revenue$360,985PYTotalRevenueAmt
CY Total Revenue$359,696CYTotalRevenueAmt
PY Grants And Similar Paid$73,410PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$141,417CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$93,713PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,358CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$71,917CYTotalFundraisingExpenseAmt
PY Other Expenses$56,765PYOtherExpensesAmt
CY Other Expenses$66,144CYOtherExpensesAmt
PY Total Expenses$223,888PYTotalExpensesAmt
CY Total Expenses$305,919CYTotalExpensesAmt
PY Revenues Less Expenses$137,097PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$53,777CYRevenuesLessExpensesAmt
Total Assets BOY$2,138,126TotalAssetsBOYAmt
Total Assets EOY$2,359,591TotalAssetsEOYAmt
Total Liabilities BOY$10,257TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,127,869NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,344,029NetAssetsOrFundBalancesEOYAmt
MissionThe Zionsville Education Foundation (ZEF)is a nonprofit 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$146,057ExpenseAmt
Grant$68,343GrantAmt
DescFunding to Zionsville Community Schools to provide various grants promoting excellence in academic education.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$42,512ExpenseAmt
Grant$42,512GrantAmt
DescFall 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 foundation's mission to improve academic excellence. Based on funds available, the highest ranked grants promoting academic excellence were funded.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$30,562ExpenseAmt
Grant$30,562GrantAmt
DescSpring 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 foundation's mission to improve academic excellence. Based on funds available, the highest ranked grants promoting academic excellence were funded.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$219,131TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCatherine Moser Executive DirPersonNm
Phone3177334805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 Mulberry StreetAddressLine1Txt
CityZionsvilleCityNm
State AbbreviationINStateAbbreviationCd
ZIP46077ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Lyle Browne
Executive Dir.30.000.00Yes (X)$51,267$0$0
Jami Kong 71-123124
Board Member2.000.00$0$0$0Yes (X)
Amanda Black
Treasurer2.000.00Yes (X)$0$0$0Yes (X)
Sara Brauer
Board Member2.000.00$0$0$0Yes (X)
Erica Carpenter
Vice President2.000.00Yes (X)$0$0$0Yes (X)
Kristin Champa
Board Member2.000.00$0$0$0Yes (X)
Amy Essley
Board Member2.000.00$0$0$0Yes (X)
Andrea Fonseca
Board Member2.000.00$0$0$0Yes (X)
Maritza Gerde
Board Member2.000.00$0$0$0Yes (X)
Melissa Gesse
Board Member2.000.00$0$0$0Yes (X)
Challis Imes
Board Member2.000.00$0$0$0Yes (X)
Theresa Knipstein Meyer
Board Member2.000.00$0$0$0Yes (X)
Amanda Leet
Secretary2.000.00$0$0$0Yes (X)
Kim Lewis
President2.000.00Yes (X)$0$0$0Yes (X)
Jane Louiso
Board Member2.000.00$0$0$0Yes (X)
Whitney Luther
Board Member2.000.00$0$0$0Yes (X)
Mark Pascarella
Past President2.000.00$0$0$0Yes (X)
Jenni Phenicie
Board Member2.000.00$0$0$0Yes (X)
Katy Ruhl
Board Member2.000.00$0$0$0Yes (X)
Jeff Sepiol
Board Member2.000.00$0$0$0Yes (X)
Andrea Spahn-McGraw
Board Member2.000.00$0$0$0Yes (X)
Corey Waddell 71-123124
Board Member2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$51,267TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$97,862FundraisingAmt
All Other Contributions$185,619AllOtherContributionsAmt
Total Contributions$283,481TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,503TotalRevenueColumnAmt
Exclusion$53,503ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$70,963FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$97,862ContriRptFundraisingEventAmt
Fundraising Direct Expenses$48,251FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,712TotalRevenueColumnAmt
Exclusion$22,712ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$359,696TotalRevenueColumnAmt
Exclusion$76,215ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$141,417TotalAmt
Program Services$141,417ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$51,266TotalAmt
Program Services$35,886ProgramServicesAmt
Management And General$5,127ManagementAndGeneralAmt
Fundraising$10,253FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,102TotalAmt
Management And General$4,010ManagementAndGeneralAmt
Fundraising$36,092FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,990TotalAmt
Program Services$2,745ProgramServicesAmt
Management And General$699ManagementAndGeneralAmt
Fundraising$3,546FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,995TotalAmt
Management And General$2,995ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,173TotalAmt
Program Services$9,173ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,035TotalAmt
Program Services$799ProgramServicesAmt
Management And General$204ManagementAndGeneralAmt
Fundraising$1,032FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,806TotalAmt
Program Services$7,412ProgramServicesAmt
Fundraising$11,394FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,837TotalAmt
Program Services$1,702ProgramServicesAmt
Management And General$284ManagementAndGeneralAmt
Fundraising$851FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,591TotalAmt
Program Services$2,797ProgramServicesAmt
Management And General$100ManagementAndGeneralAmt
Fundraising$4,694FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,303TotalAmt
Management And General$1,303ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
District Team Building$16,301$16,301
Bank & credit card fees$3,607$3,607
Other exp$900$540$270$90
Dues & membership fees$596$359$178$59

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$305,919TotalAmt
Program Services$219,131ProgramServicesAmt
Management And General$14,871ManagementAndGeneralAmt
Fundraising$71,917FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,198BOYAmt
EOY$19,791EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$389,155BOYAmt
EOY$389,668EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,437BOYAmt
EOY$3,068EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$562BOYAmt
EOY$5,832EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,735,774BOYAmt
EOY$1,941,232EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,138,126BOYAmt
EOY$2,359,591EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,757BOYAmt
EOY$15,562EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,500BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,257BOYAmt
EOY$15,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,412,647BOYAmt
EOY$1,635,689EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$715,222BOYAmt
EOY$708,340EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,127,869BOYAmt
EOY$2,344,029EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,138,126BOYAmt
EOY$2,359,591EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$53,777ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$162,537NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$154PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$258,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,745CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$283,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$309,466CurrentTaxYearMinus1YearAmt
Current Tax Year$282,600CurrentTaxYearAmt
Total$1,450,173TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$258,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,745CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$283,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$309,466CurrentTaxYearMinus1YearAmt
Current Tax Year$282,600CurrentTaxYearAmt
Total$1,450,173TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$145,528SubstantialContributorsTotAmt
Public Support Total170$1,304,645PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,489CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,469CurrentTaxYearMinus1YearAmt
Current Tax Year$53,503CurrentTaxYearAmt
Total$268,236TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,668CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,658CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,011CurrentTaxYearMinus1YearAmt
Current Tax Year$22,324CurrentTaxYearAmt
Total$93,327TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,448CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,039CurrentTaxYearMinus1YearAmt
Total$16,481TotalAmt
FieldValueIRS element (for citing)
Total Support$1,828,217TotalSupportAmt
Public Support CY1700.71360PublicSupportCY170Pct
Public Support PY1700.66320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$507,694BeginningYearBalanceAmt
Investment Earnings Or Losses$58,359InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,964GrantsOrScholarshipsAmt
Administrative Expenses$8,998AdministrativeExpensesAmt
End Year Balance$538,091EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$454,726BeginningYearBalanceAmt
Investment Earnings Or Losses$70,997InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,840GrantsOrScholarshipsAmt
Administrative Expenses$8,189AdministrativeExpensesAmt
End Year Balance$507,694EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$567,384BeginningYearBalanceAmt
Investment Earnings Or Losses-$84,783InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,948GrantsOrScholarshipsAmt
Administrative Expenses$7,927AdministrativeExpensesAmt
End Year Balance$454,726EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$526,383BeginningYearBalanceAmt
Investment Earnings Or Losses$69,337InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,991GrantsOrScholarshipsAmt
Administrative Expenses$9,345AdministrativeExpensesAmt
End Year Balance$567,384EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$505,974BeginningYearBalanceAmt
Investment Earnings Or Losses$47,468InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,993GrantsOrScholarshipsAmt
Administrative Expenses$8,066AdministrativeExpensesAmt
End Year Balance$526,383EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationThe endowment funds are used to fund the organization's missionExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fall EventEvent1Nm
Gross Receipts Event1$154,197GrossReceiptsEvent1Amt
Charitable Contri Event1$95,193CharitableContriEvent1Amt
Gross Revenue Event1$59,004GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,531RentFacilityCostsEvent1Amt
Food And Beverage Event1$19,423FoodAndBeverageEvent1Amt
Entertainment Event1$2,750EntertainmentEvent1Amt
Other Direct Expenses Event1$15,118OtherDirectExpensesEvent1Amt
Event2Spring EventEvent2Nm
Gross Receipts Event2$14,628GrossReceiptsEvent2Amt
Charitable Contri Event2$2,669CharitableContriEvent2Amt
Gross Revenue Event2$11,959GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,811RentFacilityCostsEvent2Amt
Food And Beverage Event2$1,407FoodAndBeverageEvent2Amt
Entertainment Event2$1,500EntertainmentEvent2Amt
Other Direct Expenses Event2$711OtherDirectExpensesEvent2Amt
Gross Receipts Total$168,825GrossReceiptsTotalAmt
Charitable Contributions Tot$97,862CharitableContributionsTotAmt
Gross Revenue Total Events$70,963GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,342RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,830FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,250EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$15,829OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$48,251DirectExpenseSummaryEventsAmt
Net Income Summary$22,712NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeClassroom GrantsGrantTypeTxt
Recipient66RecipientCnt
Cash Grant$141,417CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationZEFs Grant Committee reviews grant applications utilizing a competitive process and gives recommendations pertaining to which students and teachers will receive grant funds, as well as how much money each student or teacher will receive. The Grant Committees recommendations are voted on by the Board. Grant funds must be spent within one year unless an exception is granted and any remaining funds are returned to ZEF to be used for future grant awards.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bThe return, with the exception of Sch B Donor names and related information, is provided to all board members for review. The 990 is reviewed at a monthly board meeting of which minutes of the meeting are recorded.
Form 990, Part VI, Section B, Line 12cAnnually, all board members are required to complete a conflict of interest statement, the results of which are discussed with the executive committee.
Form 990, Part VI, Section B, Line 15aThe process for determining compensation for the executive director's and development and event 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 event manager's compensation is documented in the board minutes.
Form 990, Part VI, Section C, Line 18The 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 19The 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.

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