ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349303725
- Schema version
- 2013v3.0
- 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 | 2014-11-14T11:50:13-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE 2200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ZIONSVILLE | City |
| State | IN | State |
| ZIP Code | 46077 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY COVAL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3178732858 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER KOCHER CPA | PreparerPersonNm |
| PTIN | P01286298 | PTIN |
| Phone | 3176334705 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACY PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY STREET | AddressLine1 |
| City | ZIONSVILLE | City |
| State | IN | State |
| ZIP Code | 46077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $290,430 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | FUND GRANTS TO ZIONSVILLE COMMUNITY SCHOOLS THAT PROMOTE ACADEMIC EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $170,977 | PYContributionsGrantsAmt |
| CY Contributions Grants | $184,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,369 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,701 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,812 | CYOtherRevenueAmt |
| PY Total Revenue | $160,645 | PYTotalRevenueAmt |
| CY Total Revenue | $193,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $101,149 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $92,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,022 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,782 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,317 | PYOtherExpensesAmt |
| CY Other Expenses | $17,420 | CYOtherExpensesAmt |
| PY Total Expenses | $164,488 | PYTotalExpensesAmt |
| CY Total Expenses | $144,809 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,115,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,191,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,438 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,659 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,068,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,159,409 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,113 | ExpenseAmt |
| Grant | $36,113 | GrantAmt |
| Desc | SPRING 2013 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 THE FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,468 | ExpenseAmt |
| Grant | $31,468 | GrantAmt |
| Desc | FALL 2013 PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOL TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTTEE 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 FUND AVAIABLE, THE HIGHEST RANKED PROMOTING ACADEMIC EXCELLENCE WERE FUNDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,000 | ExpenseAmt |
| Grant | $6,000 | GrantAmt |
| Desc | FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,804 | ExpenseAmt |
| Grant | $19,318 | GrantAmt |
| Desc | FUDNING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,804 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $19,318 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $121,385 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY PHILLIPS EXECUTIVE DIRECTOR | PersonNm |
| Phone | 3178732858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY ST | AddressLine1 |
| City | ZIONSVILLE | City |
| State | IN | State |
| ZIP Code | 46077 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BOB SPOONMORE | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MISSY COPHER | ||||||
| VICE PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH HOPPER | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY COVAL | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARJIE BREISCH | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY HANLON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HOSTETTER | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD JOHNSON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY JUDD | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETH ANN KALTENMARK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN KENNEDY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEG KING | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIBBY MCCARTY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN SCHWARZ | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTY SPEIGHT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARA SWINFORD | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALISON WHARRY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA KAYES | ||||||
| MEMBER PARTIAL TERM END MAY 2013 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MACLEAN | ||||||
| MEMBER PARTIAL TERM END MAY 2013 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE UNGAR | ||||||
| MEMBER PARTIAL TERM END MAY 2013 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY PHILLIPS | ||||||
| EXCECUTIVE DIRECTOR | 35.00 | Yes (X) | $31,500 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $31,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $99,999 | FundraisingAmt |
| All Other Contributions | $84,219 | AllOtherContributionsAmt |
| Noncash Contributions | $49,405 | NoncashContributionsAmt |
| Total Contributions | $184,218 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,893 | TotalRevenueColumnAmt |
| Exclusion | $38,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,437 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,999 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $95,594 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,157 | TotalRevenueColumnAmt |
| Exclusion | -$38,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $6,950 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,950 | TotalRevenueColumnAmt |
| Exclusion | $6,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,752 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,537 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215 | TotalRevenueColumnAmt |
| Exclusion | $215 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,180 | TotalRevenueColumnAmt |
| Exclusion | $1,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,180 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,081 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,899 | TotalAmt |
| Program Services | $92,899 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,500 | TotalAmt |
| Program Services | $14,175 | ProgramServicesAmt |
| Management And General | $3,150 | ManagementAndGeneralAmt |
| Fundraising | $14,175 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988 | TotalAmt |
| Program Services | $988 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,002 | TotalAmt |
| Program Services | $1,193 | ProgramServicesAmt |
| Management And General | $147 | ManagementAndGeneralAmt |
| Fundraising | $662 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $450 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,425 | TotalAmt |
| Program Services | $7,425 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077 | TotalAmt |
| Program Services | $1,039 | ProgramServicesAmt |
| Management And General | $1,038 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189 | TotalAmt |
| Program Services | $1,435 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
| Fundraising | $1,435 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885 | TotalAmt |
| Program Services | $1,731 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $1,010 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Fundraising | $50 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744 | TotalAmt |
| Management And General | $744 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,809 | TotalAmt |
| Program Services | $121,385 | ProgramServicesAmt |
| Management And General | $5,642 | ManagementAndGeneralAmt |
| Fundraising | $17,782 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,652 | BOYAmt |
| EOY | $117,874 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,660 | BOYAmt |
| EOY | $1,041,535 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,793 | BOYAmt |
| EOY | $31,659 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,255 | BOYAmt |
| EOY | $1,191,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,634 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,804 | BOYAmt |
| EOY | $31,659 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,438 | BOYAmt |
| EOY | $31,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,105 | BOYAmt |
| EOY | $588,222 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,843 | BOYAmt |
| EOY | $56,544 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,869 | BOYAmt |
| EOY | $514,643 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,817 | BOYAmt |
| EOY | $1,159,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,255 | BOYAmt |
| EOY | $1,191,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $48,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,102 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $133,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,218 | CurrentTaxYearAmt |
| Total | $852,723 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,218 | CurrentTaxYearAmt |
| Total | $852,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $852,723 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,893 | CurrentTaxYearAmt |
| Total | $62,848 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $14,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,165 | CurrentTaxYearAmt |
| Total | $31,008 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,181 | CurrentTaxYearAmt |
| Total | $1,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $947,760 | TotalSupportAmt |
| Public Support CY170 | 0.89970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $507,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,525 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,425 | AdministrativeExpensesAmt |
| End Year Balance | $514,643 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $485,169 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,494 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,385 | AdministrativeExpensesAmt |
| End Year Balance | $507,869 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $518,039 | BeginningYearBalanceAmt |
| Contributions | $25 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,278 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,246 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,371 | AdministrativeExpensesAmt |
| End Year Balance | $485,169 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $495,939 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $54,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,933 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,664 | AdministrativeExpensesAmt |
| End Year Balance | $518,039 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $423,332 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $103,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,217 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,057 | AdministrativeExpensesAmt |
| End Year Balance | $495,939 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW OR CUSTODIAL ACCOUNT LIABILITY PER FORM 990 PART X LINE 21 - REFERS TO $31,659 HELD IN AN INTEREST BEARING SAVINGS ACCOUNT FOR WINNERS OF RAFFLES. THE RAFFLES WERE FOR COLLEGE SCHOLARSHIPS. AS THE WINNERS' CHILDREN ENTER COLLEGE, THE FUNDS WILL BE LIQUIDATED AND GIVEN TO THE WINNERS. |
| PART V, LINE 4: | TO SERVE AS AN INCOME STREAM TO OFFSET OUR OPERATIONAL COSTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | INSTYLE | NameOfEvent1Amt |
| Gross Receipts Event1 | $56,702 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $34,649 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,053 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $21,321 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,828 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,685 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $298 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,112 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FALL FROLIC | NameOfEvent2Amt |
| Gross Receipts Event2 | $100,734 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $65,350 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,384 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $28,084 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,793 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,830 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,605 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,038 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $157,436 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $99,999 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,437 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $49,405 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,621 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,515 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,903 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,150 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $95,594 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,157 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (1) | LicensedInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIONSVILLE COMMUNITY SCHOOLS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MULBERRY ST | AddressLine1 |
| City | ZIONSVILLE | City |
| State | IN | State |
| ZIP Code | 46077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 351168812 | RecipientEIN |
| IRC Section | GOV'T | IRCSectionDesc |
| Cash Grant | $80,894 | CashGrantAmt |
| Purpose Of Grant | ACADEMIC EXCELLENCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRADITIONAL CLASSROOM GRANTS- THE COMMITTEE IS GIVEN A BUDGET FOR ALLOCATING 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; AND VOTE AND APPROVE THOSE GRANTS THAT THE COMMITTEE DETERMINES FIT THE MISSION OF ZEF. A RECOMMENDATION IS MADE TO ZEF BOARD OF DIRECTORS BASED ON THE RESULTS OF THE 15 MEMBER COMMITTEE. THE BOARD THEN APPROVES THE FUNDING OF THESE GRANTS AND A CHECK IS PAID TO ZIONSVILLE COMMUNITY SCHOOLS AND THE SCHOOL FUND EACH GRANT. TEACHERS THAT RECEIVE A ZEF GRANT HAVE 1 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 BOARD TO ENSURE THE GRANT WAS USED TO ACHIEVE THE INTENDED GOAL OF ENHANCING EXCELLENCE. THE ZEF BOARD RANDOMLY SELECTS GRANTS AND REQUESTS A CLASSROOM VISIT TO SEE THE PROJECT IN ACTION INSIDE THE CLASSROOM. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SPECIAL EVENT | Desc |
| Contribution | 264 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,405 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF NONCASH CONTRIBUTIONS RECEIVED FOR THE SPECIAL EVENTS INSTYLE AND FALL FROLIC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAIL REVIEW BY THE BOARD TREASURER. ADDITIONALLY, EACH VOTING MEMBER OF THE GOVERNING BODY RECEIVES A COPY OF THE FORM 990 INCLUDING REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE EXECUTIVE COMMITTEE REGULARLY MONITORS THE CONFLICT OF INTERESTS STATEMENTS AND DETERMINES HOW TO ENSURE THE CONFLICT DOES NOT INTERFERE WITH THE DECISION MAKING PROCESS OF THE BOARD. THE RESULTS OF WHICH ARE DISCUSSED WITH THE BOARD AND A DETERMINATION IS MADE AS TO THE INDEPENDENCE OF EACH BOARD MEMBER. BOARD MEMBERS WITH CONFLICTS REFRAIN FROM VOTING DURING ON MATTERS IMPACTED BY THEIR INTEREST. THE EXECUTIVE COMMITTEE MAY ASK THE BOARD MEMBER BE REMOVED IN ORDER TO ENSURE THE CONFLICT DOES NOT INTERFERE WITH THE INDEPENDENCE OF THE ORGANIZATION. RESULTS OF THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES. FOR THE 2012 YEAR, THERE WERE NO CONFLICTS OF INTEREST NOTED BY OUR BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE'S SALARY (THE ORGANIZATION'S ONLY EMPLOYEE) INCLUDES A REVIEW AND APPROVAL BY THE INDEPENDENT BOARD MEMBERS. THE ORGANIZATION'S BOARD MEMBERS CONSIST OF EXPERTS WITH KNOWLEDGE IN HUMAN RESOURCES AND NON PROFIT ORGANIZATION AND FEEL THE EXECUTIVE COMPENSATION IS REASONABLE COMPARED TO OTHER SIMILAR NONPROFIT'S FORM 990 COMPENSATION. THE DETERMINATION OF THE EXECUTIVE'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. THE ANNUAL REPORT FROM THE PRIOR YEAR IS AVAILABLE FOR REVIEW ON THE ORGANIZATIONS WEBSITE (WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG/COMMUNICATIONS.SHTML). |
| FORM 990, PART VI, LINE 13, WHISTLEBLOWER POLICY: | THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, BUT IS CURRENTLY WORKING ON DOCUMENTING ITS POLICY. |
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