2017-05-12T16:09:37-05:00 2016-06-30 411431613 BERGANKDV LTD PO BOX 2100 WATERLOO IA 507042100 990 2015-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3199399550 201 TOWER PARK DR No 106 WATERLOO IA 50701 SALLY HOLLIS EXECUTIVE DIRECTOR 3199399550 2017-05-09 1 DAVID A RICHTER CPA P00168204 3192346885 2017-05-09 2015 2021-01-29 14:40:06Z EMILY HANSON 201 TOWER PARK DR No 106 WATERLOO IA 50701 194156 0 X www.wcsfoundation.org/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 18 18 2 50 0 0 323693 182448 0 0 5884 6349 -4756 -5867 324821 182930 82431 84700 0 0 49557 72387 0 0 56044 17565 25684 149553 182771 175268 159 569578 551156 225433 207734 344145 343422 X TO SUPPORT, ENHANCE, AND PROMOTE EXCELLENT EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN THE WATERLOO COMMUNITY SCHOOL DISTRICT. 0 0 96707 84700 THE WATERLOO COMMUNITY SCHOOLS FOUNDATION CONTINUES TO RAISE 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) INCREASES 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. THE FOUNDATION HAS AWARDED GRANTS FOR INNOVATIVE PROJECTS, ELEMENTARY STEM SUMMER CAMP, OTHER STEM RELATED PROJECTS, A HEALTH ACADEMY, AND YOUNG SCHOLARS. 96707 1 1 0 0 0 0 0 0 0 1 1 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 0 0 2 1 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 X EMILY HANSON 3199399550 201 TOWER PARK DR WATERLOO IA 50701 DAVID RICHTER TREASURER 1.00 X X 0 0 0 JACK LOCKE DIRECTOR 0.50 X 0 0 0 SHAWNA BUCKLEY DIRECTOR 0.50 X 0 0 0 ERIC JOHNSON DIRECTOR 0.50 X 0 0 0 BRUCE CLARK SECRETARY 1.00 X X 0 0 0 JULIE RITLAND DIRECTOR 0.50 X 0 0 0 TRACI MCCAUSLAND DIRECTOR 0.50 X 0 0 0 VICKI GRIMES DIRECTOR 0.50 X 0 0 0 SALLY HOLLIS PAST PRESIDENT 1.00 X X 0 0 0 NANCY BAMSEY DIRECTOR 0.50 X 0 0 0 KATHY BRAUN DIRECTOR 0.50 X 0 0 0 RYAN RISETTER PRESIDENT 1.00 X X 0 0 0 MIKE YOUNG VICE PRESIDENT 1.00 X X 0 0 0 GWENNE BERRY DIRECTOR 0.50 X 0 0 0 JEAN SEELAND DIRECTOR 0.50 X 0 0 0 BYRAN EARNEST DIRECTOR 0.50 X 0 0 0 CAROL BOYCE DIRECTOR 0.50 X 0 0 0 AMY WIENANDS DIRECTOR 0.50 X 0 0 0 DAVID HILDAHL DIRECTOR 0.50 X 0 0 0 CHARLENE MONTGOMERY DIRECTOR 0.50 X 0 0 0 CATHY YOUNG DIRECTOR 0.50 X 0 0 0 EMILY HANSON EXECUTIVE DIRECTOR 40.00 X 31061 0 0 31061 0 0 0 0 0 0 0 38944 143504 182448 6349 6349 5359 38944 11226 -5867 -5867 182930 0 0 482 76155 76155 8545 8545 56003 5600 11201 39202 8290 829 1658 5803 1680 168 336 1176 1496 150 299 1047 4918 492 984 3442 3300 3300 1518 1518 1535 1535 6153 4307 1231 615 1043 1043 1438 1438 1526 1526 4606 461 921 3224 1629 1629 BAD DEBTS 2936 2936 182771 96707 30020 56044 39201 16244 496769 525900 26308 7200 13817 12005 7300 1812 569578 551156 225433 207734 225433 207734 X 114992 279581 229153 63841 344145 343422 569578 551156 159 -882 0 X 0 0 0 X 123964 197867 300989 213693 182448 1018961 123964 197867 300989 213693 182448 1018961 261207 757754 17 37 617 5884 6349 12904 1031865 0.73440 X Schedule A, Part VI, List of Unusual Grants: Description: CASH Date: 11/17/11 Amount: 50000. Description: CASH Date: 04/17/12 Amount: 120000. Description: CASH Date: 10/26/11 Amount: 100000. Description: CASH Date: 12/09/12 Amount: 56866. Description: CASH Date: 07/25/13 Amount: 50000. Description: CASH Date: 07/08/13 Amount: 51500. Description: CASH Date: 12/30/14 Amount: 50000. Description: CASH Date: 01/20/15 Amount: 60000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102106 10000 1246 1507 0 15 111830 40256 60000 1850 0 0 0 102106 0 40256 0 0 0 0 40256 0.38600 0.00000 0.61400 0 0 0 13817 12005 1812 1812 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). 5K 15703 12044 3659 4240 BREAKFAST 28600 26900 1700 5808 1178 44303 38944 5359 5808 5418 11226 -5867 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 501(c)(3) 76155 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS, AND ACADEMIC TRAVEL WHICH PREPARE THEM FOR SUCCESS IN COLLEGE, CAREER, AND CITIZENSHIP. 9 8545 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 11 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 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST