WATERLOO COMMUNITY SCHOOLS FOUNDATION: Form 990, tax year 2011
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- Organization
- WATERLOO COMMUNITY SCHOOLS FOUNDATION (EIN 42-1364293)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349303102
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T10:09:43-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421243538 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGAN PAULSEN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2100 | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 507042100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421364293 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERLOO COMMUNITY SCHOOLS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATE | NameControl |
| Phone | 3199399550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1896 | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLINE RANKIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3199399550 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A RICHTER | Name |
| PTIN | P00168204 | PTIN |
| Phone | 3192346885 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROLINE RANKIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1896 | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 401566 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wcsfoundation.org/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION SERVES AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO COMMUNITY SCHOOL DISTRICT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 393964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 47 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -7259 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 386752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40274 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 87133 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 60994 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 25650 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 153057 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 233695 | RevenuesLessExpensesCY |
| Total Assets BOY | 105964 | TotalAssetsBOY |
| Total Assets EOY | 438561 | TotalAssetsEOY |
| Total Liabilities BOY | 4996 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34801 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 100968 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 403760 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE RESOURCES FOR EDUCATIONAL OPPORTUNITIES FOR STUDENTS THAT ARE INNOVATIVE AND SUPPLEMENTAL TO THE SCHOOL BUDGET. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 50064 | Expense |
| Grants | 40274 | Grants |
| Description | 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 AND FOR AN ELEMENTARY STEM SUMMER CAMP. | Description |
| Total Program Service Expense | 50064 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE RANKIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3199399550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 WASHINGTON ST | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID RICHTER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JACK LOCKE | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| PAM MILLER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| CATHY YOUNG | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| SCOTT CROWLEY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ERIC JOHNSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ALICE SHIREY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BOB TAPPER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BOB WRIGHT | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BRIAN RITTER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BRUCE CLARK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JEAN SEELAND | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JULIE RITLAND | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| KATHY BRAUN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MICHELLE TEMEYER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MIKE ROBINSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| NANCY BAMSEY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| VICKI GRIMES | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MIKE COOK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| KRISTA MCNURLEN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SALLY HOLLIS | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| CAROLINE RANKIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 73792 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 73792 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 28381 | FundraisingEvents |
| All Other Contributions | 365583 | AllOtherContributions |
| Noncash Contributions | 5977 | NoncashContributions |
| Total Contributions | 393964 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17 | TotalRevenueColumn |
| Exclusion | $17 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5045 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5015 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30 | TotalRevenueColumn |
| Exclusion | $30 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2540 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 28381 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9799 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7259 | TotalRevenueColumn |
| Exclusion | -$7,259 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$7,212 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40274 | Total |
| Program Services | 40274 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78155 | Total |
| Program Services | 7816 | ProgramServices |
| Management And General | 15631 | ManagementAndGeneral |
| Fundraising | 54708 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Program Services | 300 | ProgramServices |
| Management And General | 600 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5978 | Total |
| Program Services | 598 | ProgramServices |
| Management And General | 1196 | ManagementAndGeneral |
| Fundraising | 4184 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076 | Total |
| Program Services | 1076 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13425 | Total |
| Management And General | 13423 | ManagementAndGeneral |
| Fundraising | 2 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3309 | Total |
| Management And General | 3309 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 766 | Total |
| Management And General | 766 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686 | Total |
| Management And General | 686 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4858 | Total |
| Management And General | 4858 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1530 | Total |
| Management And General | 1530 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153057 | Total |
| Program Services | 50064 | ProgramServices |
| Management And General | 41999 | ManagementAndGeneral |
| Fundraising | 60994 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7746 | BOY |
| EOY | 7465 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98218 | BOY |
| EOY | 376371 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 54725 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105964 | BOY |
| EOY | 438561 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4996 | BOY |
| EOY | 34801 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4996 | BOY |
| EOY | 34801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100968 | BOY |
| EOY | 172612 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 231148 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100968 | BOY |
| EOY | 403760 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105964 | BOY |
| EOY | 438561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 233695 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 69097 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 151048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393964 | CurrentTaxYear |
| Total | 545012 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 151048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393964 | CurrentTaxYear |
| Total | 545012 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 312799 | AmountsSubstContributorsTotal |
| Public Support Total170 | 232213 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 12 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17 | CurrentTaxYear |
| Total | 29 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 545041 | TotalSupport |
| Public Support Pertcentage170 | 0.42600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.22050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SIGNATURE FUNDRAISING EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 30921 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 28381 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 2540 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3600 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 6199 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 30921 | GrossReceiptsTotal |
| Charitable Contributions Total | 28381 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2540 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 3600 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 6199 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9799 | DirectExpenseSummaryEvents |
| Net Income Summary | -7259 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERLOO COMMUNITY SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 WASHINGTON ST | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 421364293 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 40274 | AmountOfCashGrant |
| Purpose Of Grant | PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | A DRAFT COPY OF THE FORM 990 WAS SENT TO THE TREASURER FOR REVIEW. 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 | |
| Form 990, Part XI, line 5: | CASH TO ACCRUAL ACCOUNTING ADJUSTMENT 69,097. Total to Form 990, Part XI, Line 5: 69,097. | Changes in Net Assets or Fund Balances: |
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