EXECUTIVE DIRECTOR

2013-05-15T10:09:43-05:00 2012-06-30 421243538 BERGAN PAULSEN & COMPANY PC PO BOX 2100 WATERLOO IA 507042100 990 2011-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3199399550 PO BOX 1896 WATERLOO IA 50704 CAROLINE RANKIN EXECUTIVE DIRECTOR 3199399550 2013-05-13 1 DAVID A RICHTER P00168204 3192346885 2011 2016-02-24 21:20:13Z CAROLINE RANKIN PO BOX 1896 WATERLOO IA 50704 401566 0 X www.wcsfoundation.org/ X 1989 IA THE ORGANIZATION SERVES AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO COMMUNITY SCHOOL DISTRICT. 18 18 1 0 0 0 0 393964 0 0 0 47 0 -7259 0 386752 0 40274 0 0 0 87133 0 0 60994 0 25650 0 153057 0 233695 105964 438561 4996 34801 100968 403760 X TO PROVIDE RESOURCES FOR EDUCATIONAL OPPORTUNITIES FOR STUDENTS THAT ARE INNOVATIVE AND SUPPLEMENTAL TO THE SCHOOL BUDGET. 0 0 50064 40274 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. 50064 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 CAROLINE RANKIN 3199399550 1516 WASHINGTON ST WATERLOO IA 50702 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 73792 0 0 0 0 0 0 0 28381 365583 5977 393964 17 17 5045 5015 30 30 30 2540 28381 9799 -7259 -7259 386752 0 0 -7212 40274 40274 78155 7816 15631 54708 3000 300 600 2100 5978 598 1196 4184 1076 1076 13425 13423 2 3309 3309 766 766 686 686 4858 4858 1530 1530 153057 50064 41999 60994 7746 7465 98218 376371 54725 105964 438561 4996 34801 4996 34801 X 100968 172612 231148 100968 403760 105964 438561 X 233695 69097 X 0 0 0 X 151048 393964 545012 151048 393964 545012 312799 232213 12 17 29 545041 0.42600 0.22050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SIGNATURE FUNDRAISING EVENT 30921 28381 2540 3600 6199 30921 28381 2540 3600 6199 9799 -7259 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 501(c)(3) 40274 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. 1 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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 Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: CASH TO ACCRUAL ACCOUNTING ADJUSTMENT 69,097. Total to Form 990, Part XI, Line 5: 69,097.