ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-09-25
IRS object ID
201322689349300302
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-09-25T08:11:49-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN351178661EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE AMERICAN SQUARE 2200AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46282ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300024279EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ZIONSVILLE EDUCATION FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlZIONNameControl
Phone3178732858Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 MULBERRY STREETAddressLine1
CityZIONSVILLECity
StateINState
ZIP Code46077ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARJORIE BREISCHName
TitleTREASURERTitle
Phone3178732858Phone
Date Signed2013-09-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAMBER KOCHER CPAName
PTINP01286298PTIN
Phone3176334705Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTRACY PHILLIPSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1900 MULBERRY STREETAddressLine1
CityZIONSVILLECity
StateINState
ZIP Code46077ZIPCode
FieldValueIRS element (for citing)
Gross Receipts250033GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.ZIONSVILLEEDUCATIONFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1994YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionFUND GRANTS TO ZIONSVILLE COMMUNITY SCHOOLS THAT PROMOTE ACADEMIC EXCELLENCE.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees2TotalNbrEmployees
Total Nbr Volunteers44TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year151842ContributionsGrantsPriorYear
Contributions Grants Current Year170977ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year169InvestmentIncomePriorYear
Investment Income Current Year13369InvestmentIncomeCurrentYear
Other Revenue Prior Year-7856OtherRevenuePriorYear
Other Revenue Current Year-23701OtherRevenueCurrentYear
Total Revenue Prior Year144155TotalRevenuePriorYear
Total Revenue Current Year160645TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year98315GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY101149GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year32298SalariesEtcPriorYear
Salaries Etc Current Year45022SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year22793TotalFundrsngExpCurrentYear
Other Expense Prior Year16250OtherExpensePriorYear
Other Expenses Current Year18317OtherExpensesCurrentYear
Total Expenses Prior Year146863TotalExpensesPriorYear
Total Expenses Current Year164488TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2708RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3843RevenuesLessExpensesCY
Total Assets BOY1032065TotalAssetsBOY
Total Assets EOY1115255TotalAssetsEOY
Total Liabilities BOY51938TotalLiabilitiesBOY
Total Liabilities EOY46438TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY980127NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1068817NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense29968Expense
Grants29968Grants
DescriptionSPRING 2012 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense34664Expense
Grants34664Grants
DescriptionFALL 2012 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense6057Expense
Grants6057Grants
DescriptionFUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense61796Expense
Grants30460Grants
DescriptionFUNDING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp61796TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt30460TotalOfOtherProgramServiceGrnt
Total Program Service Expense132485TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTRACY PHILLIPS EXECUTIVE DIRECTORNamePerson
Telephone Number3178732858TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1900 MULBERRY STAddressLine1
CityZIONSVILLECity
StateINState
ZIP Code46077ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MIKE MACLEAN
PRESIDENT8.00XX000
BOB SPOONMORE
VICE PRESIDENT2.00XX000
ELIZABETH HOPPER
SECRETARY2.00XX000
MARJORIE BREISCH
TREASURER5.00XX000
MISSY COPHER
MEMBER2.00X000
GARY COVAL
MEMBER2.00X000
JENNIFER CROSS
MEMBER2.00X000
MOLLY HANLON
MEMBER5.00X000
CHAD JOHNSON
MEMBER2.00X000
RANDY JUDD
MEMBER2.00X000
LISA KAYES
MEMBER2.00X000
KEVIN KENNEDY
MEMBER2.00X000
MEG KING
MEMBER5.00X000
LIBBY MCCARTY
MEMBER5.00X000
KARA SWINFORD
MEMBER5.00X000
DEBBIE UNGAR
MEMBER2.00X000
ALISON WHARRY
MEMBER2.00X000
PEGGY EDWARDS
MEMBER PARTIAL TERM END MAY 20122.00X000
BETH KOCHER
MEMBER PARTIAL TERM END MAY 20122.00X000
JIM SCHILLACI
MEMBER PARTIAL TERM END MAY 20122.00X000
ANNE STEINBERG
MEMBER PARTIAL TERM END MAY 20122.00X000
TRACY PHILLIPS
EXECUTIVE DIRECTOR (AUG-DEC)35.00X1181300
LYNN KISSEL
EXECUTIVE DIRECTOR (JAN-AUG)35.00X2419800
FieldValueIRS element (for citing)
Total Reportable Comp From Org36011TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events111510FundraisingEvents
All Other Contributions59467AllOtherContributions
Noncash Contributions46350NoncashContributions
Total Contributions170977TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11575TotalRevenueColumn
Exclusion$11,575ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities10158Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities8364Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1794Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1794TotalRevenueColumn
Exclusion$1,794ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events48049GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events111510CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses80924FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-32875TotalRevenueColumn
Exclusion-$32,875ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming9274GrossIncomeGaming
Gaming Direct Expenses100GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column9174TotalRevenueColumn
Exclusion$9,174ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column160645TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$10,332ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total101149Total
Program Services101149ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total28964Total
Program Services13034ProgramServices
Management And General2896ManagementAndGeneral
Fundraising13034Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total16058Total
Program Services7226ProgramServices
Management And General1606ManagementAndGeneral
Fundraising7226Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1800Total
Program Services810ProgramServices
Management And General180ManagementAndGeneral
Fundraising810Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total7385Total
Program Services7385ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1028Total
Program Services514ProgramServices
Management And General514ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1012Total
Program Services455ProgramServices
Management And General102ManagementAndGeneral
Fundraising455Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2577Total
Program Services1546ProgramServices
Management And General129ManagementAndGeneral
Fundraising902Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total398Total
Program Services199ProgramServices
Fundraising199Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2936Total
Management And General2936ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total812Total
Management And General812ManagementAndGeneral

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total369Total
Program Services167ProgramServices
Management And General35ManagementAndGeneral
Fundraising167Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total164488Total
Program Services132485ProgramServices
Management And General9210ManagementAndGeneral
Fundraising22793Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY150BOY
EOY150EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY137318BOY
EOY130652EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5174BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis0LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec0LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2936BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY834560BOY
EOY942660EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY51927BOY
EOY41793EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1032065BOY
EOY1115255EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY4634EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY51938BOY
EOY41804EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY51938BOY
EOY46438EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY422274BOY
EOY509105EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY72684BOY
EOY51843EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY485169BOY
EOY507869EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY980127BOY
EOY1068817EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1032065BOY
EOY1115255EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-3843ReconcilationRevenueExpenses
Reconciliation Unrealized Invest75828ReconciliationUnrealizedInvest
Reconcilation Prior Adjustment16705ReconcilationPriorAdjustment
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years225124CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years133032CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years212654CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year151842CurrentTaxYearMinus1Year
Current Tax Year170977CurrentTaxYear
Total893629Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years225124CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years133032CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years212654CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year151842CurrentTaxYearMinus1Year
Current Tax Year170977CurrentTaxYear
Total893629Total
FieldValueIRS element (for citing)
Public Support Total170893629PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7038CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11184CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1027CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year169CurrentTaxYearMinus1Year
Current Tax Year11575CurrentTaxYear
Total30993Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year14669CurrentTaxYearMinus1Year
Current Tax Year9174CurrentTaxYear
Total23843Total
FieldValueIRS element (for citing)
Total Support948465TotalSupport
Public Support Pertcentage1700.94220PublicSupportPertcentage170
Public Support Pertcent Prior Year0.95790PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance485169BeginningOfYearBalance
Investment Earnings Or Losses53579InvestmentEarningsOrLosses
Grants Or Scholarships23494GrantsOrScholarships
Administrative Expenses7385AdministrativeExpenses
End Of Year Balance507869EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance518039BeginningOfYearBalance
Contributions25Contributions
Investment Earnings Or Losses-1278InvestmentEarningsOrLosses
Grants Or Scholarships24246GrantsOrScholarships
Administrative Expenses7371AdministrativeExpenses
End Of Year Balance485169EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance495939BeginningOfYearBalance
Contributions100Contributions
Investment Earnings Or Losses54597InvestmentEarningsOrLosses
Grants Or Scholarships25933GrantsOrScholarships
Administrative Expenses6664AdministrativeExpenses
End Of Year Balance518039EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance423332BeginningOfYearBalance
Investment Earnings Or Losses103881InvestmentEarningsOrLosses
Grants Or Scholarships26217GrantsOrScholarships
Administrative Expenses5057AdministrativeExpenses
End Of Year Balance495939EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance604620BeginningOfYearBalance
Investment Earnings Or Losses-144367InvestmentEarningsOrLosses
Grants Or Scholarships29534GrantsOrScholarships
Administrative Expenses7387AdministrativeExpenses
End Of Year Balance423332EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2936OtherCostOrOtherBasis
Book Value2936BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2936TotalOfBookValueLandBuildings

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:ESCROW OR CUSTODIAL ACCOUNT LIABILITY PER FORM 990 PART X LINE 21 - REFERS TO $41,804 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.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1INSTYLENameOfEvent1
Gross Receipts Event162952GrossReceiptsEvent1
Charitable Contributions Event141030CharitableContributionsEvent1
Gross Revenue Event121922GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event119650NonCashPrizesEvent1
Rent Facility Costs Event13805RentFacilityCostsEvent1
Food And Beverage Event15039FoodAndBeverageEvent1
Entertainment Event10EntertainmentEvent1
Other Direct Expenses Event12440OtherDirectExpensesEvent1
Name Of Event2FALL FROLICNameOfEvent2
Gross Receipts Event296607GrossReceiptsEvent2
Charitable Contributions Event270480CharitableContributionsEvent2
Gross Revenue Event226127GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event226700NonCashPrizesEvent2
Rent Facility Costs Event24600RentFacilityCostsEvent2
Food And Beverage Event211980FoodAndBeverageEvent2
Entertainment Event26390EntertainmentEvent2
Other Direct Expenses Event2320OtherDirectExpensesEvent2
Gross Receipts Total159559GrossReceiptsTotal
Charitable Contributions Total111510CharitableContributionsTotal
Gross Revenue Total Events48049GrossRevenueTotalEvents
Non Cash Prizes Total Events46350NonCashPrizesTotalEvents
Rent Facility Costs Total Events8405RentFacilityCostsTotalEvents
Food And Beverage Total Events17019FoodAndBeverageTotalEvents
Entertainment Total Events6390EntertainmentTotalEvents
Other Direct Expenses Total Events2760OtherDirectExpensesTotalEvents
Direct Expense Summary Events80924DirectExpenseSummaryEvents
Net Income Summary-32875NetIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedINStatesWhereGamingConducted
Licensed1Licensed
License Suspended Etc0LicenseSuspendedEtc
Gaming With Nonmembers0GamingWithNonmembers
Member Of Other Entity0MemberOfOtherEntity
Contract With3rd Party For Gam Rev0ContractWith3rdPartyForGamRev
Charitable Distrib Required0CharitableDistribRequired

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1ZIONSVILLE COMMUNITY SCHOOLSBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1900 MULBERRY STAddressLine1
CityZIONSVILLECity
StateINState
ZIP Code46077ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient351168812EINOfRecipient
IRC SectionGOV'TIRCSection
Amount Of Cash Grant96290AmountOfCashGrant
Purpose Of GrantACADEMIC EXCELLENCEPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionMISCELLANEOUS ITEMS DONATED FOR SILENT AUCTIONDescription
Number Of Contributions214NumberOfContributions
Noncash Contribs Rptd F99046350NoncashContribsRptdF990
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE NUMBER OF CONTRIBUTORS EQUALS THE NUMBER OF NONCASH ITEMS RECEIVED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 HAS BEEN PROVIDED TO ALL BOARD MEMBERS VIA EMAIL. THE 990 AND SUPPORTING SCHEDULES WERE REVIEWED AT A MONTHLY BOARD MEETING OF WHICH MINUTES OF THE MEETING WERE RECORDED.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, 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 15ATHE 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 19THE 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).

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.