2014-11-14T11:50:13-06:00 2013-12-31 351178661 BLUE & CO LLC ONE AMERICAN SQUARE 2200 INDIANAPOLIS IN 46282 990 2013-01-01 300024279 ZIONSVILLE EDUCATION FOUNDATION INC ZION 3178732858 900 MULBERRY STREET ZIONSVILLE IN 46077 GARY COVAL TREASURER 3178732858 2014-11-14 1 AMBER KOCHER CPA P01286298 3176334705 2013 2015-11-30 17:44:51Z TRACY PHILLIPS 900 MULBERRY STREET ZIONSVILLE IN 46077 290430 0 X WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG X 1994 IN FUND GRANTS TO ZIONSVILLE COMMUNITY SCHOOLS THAT PROMOTE ACADEMIC EXCELLENCE. 17 17 2 52 0 0 170977 184218 0 0 13369 38893 -23701 -29812 160645 193299 101149 92899 0 0 45022 34490 0 0 17782 18317 17420 164488 144809 -3843 48490 1115255 1191068 46438 31659 1068817 1159409 X THE MISSION OF THE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. 0 0 36113 36113 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. 31468 31468 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. 6000 6000 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS. 47804 19318 FUDNING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION. 47804 19318 121385 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 IN X TRACY PHILLIPS EXECUTIVE DIRECTOR 3178732858 900 MULBERRY ST ZIONSVILLE IN 46077 BOB SPOONMORE PRESIDENT 6.00 X X 0 0 0 MISSY COPHER VICE PRESIDENT 6.00 X X 0 0 0 ELIZABETH HOPPER SECRETARY 4.00 X X 0 0 0 GARY COVAL TREASURER 4.00 X X 0 0 0 MARJIE BREISCH MEMBER 2.00 X 0 0 0 MOLLY HANLON MEMBER 2.00 X 0 0 0 JENNIFER HOSTETTER MEMBER 2.00 X 0 0 0 CHAD JOHNSON MEMBER 2.00 X 0 0 0 RANDY JUDD MEMBER 2.00 X 0 0 0 BETH ANN KALTENMARK MEMBER 2.00 X 0 0 0 KEVIN KENNEDY MEMBER 2.00 X 0 0 0 MEG KING MEMBER 2.00 X 0 0 0 LIBBY MCCARTY MEMBER 2.00 X 0 0 0 LYNN SCHWARZ MEMBER 2.00 X 0 0 0 MARTY SPEIGHT MEMBER 2.00 X 0 0 0 KARA SWINFORD MEMBER 2.00 X 0 0 0 ALISON WHARRY MEMBER 2.00 X 0 0 0 LISA KAYES MEMBER PARTIAL TERM END MAY 2013 2.00 X 0 0 0 MIKE MACLEAN MEMBER PARTIAL TERM END MAY 2013 2.00 X 0 0 0 DEBBIE UNGAR MEMBER PARTIAL TERM END MAY 2013 2.00 X 0 0 0 TRACY PHILLIPS EXCECUTIVE DIRECTOR 35.00 X 31500 0 0 31500 0 0 0 0 0 0 0 99999 84219 49405 184218 38893 38893 57437 99999 95594 -38157 -38157 6950 0 6950 6950 1752 1537 215 215 1180 1180 1180 193299 0 0 9081 92899 92899 31500 14175 3150 14175 988 988 2002 1193 147 662 1000 450 100 450 7425 7425 2077 1039 1038 3189 1435 319 1435 2885 1731 144 1010 100 50 50 744 744 144809 121385 5642 17782 150 0 130652 117874 942660 1041535 41793 31659 1115255 1191068 4634 0 41804 31659 46438 31659 X 509105 588222 51843 56544 507869 514643 1068817 1159409 1115255 1191068 48490 42102 0 X 0 0 0 X 133032 212654 151842 170977 184218 852723 133032 212654 151842 170977 184218 852723 852723 11184 1027 169 11575 38893 62848 14669 9174 7165 31008 1181 1181 947760 0.89970 0.94220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 507869 38724 24525 7425 514643 485169 53579 23494 7385 507869 518039 25 -1278 24246 7371 485169 495939 100 54597 25933 6664 518039 423332 103881 26217 5057 495939 1.00000 1 0 0 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. INSTYLE 56702 34649 22053 21321 3828 4685 298 6112 FALL FROLIC 100734 65350 35384 28084 4793 14830 3605 8038 157436 99999 57437 49405 8621 19515 3903 14150 95594 -38157 1 1 ZIONSVILLE COMMUNITY SCHOOLS 900 MULBERRY ST ZIONSVILLE IN 46077 351168812 GOV'T 80894 ACADEMIC EXCELLENCE 0 1 PART I, LINE 2: 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. X SPECIAL EVENT 264 49405 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF NONCASH CONTRIBUTIONS RECEIVED FOR THE SPECIAL EVENTS INSTYLE AND FALL FROLIC. 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.