2013-09-25T08:11:49-05:00 2012-12-31 351178661 BLUE & CO LLC ONE AMERICAN SQUARE 2200 INDIANAPOLIS IN 46282 990 2012-01-01 300024279 ZIONSVILLE EDUCATION FOUNDATION INC ZION 3178732858 900 MULBERRY STREET ZIONSVILLE IN 46077 MARJORIE BREISCH 3178732858 2013-09-25 1 AMBER KOCHER CPA P01286298 3176334705 2012 2016-02-24 21:20:13Z TRACY PHILLIPS 900 MULBERRY STREET ZIONSVILLE IN 46077 250033 0 X WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG X 1994 IN FUND GRANTS TO ZIONSVILLE COMMUNITY SCHOOLS THAT PROMOTE ACADEMIC EXCELLENCE. 17 17 2 44 0 0 151842 170977 0 0 169 13369 -7856 -23701 144155 160645 98315 101149 0 0 32298 45022 0 0 22793 16250 18317 146863 164488 -2708 -3843 1032065 1115255 51938 46438 980127 1068817 X THE MISSION OF THE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. 0 0 29968 29968 SPRING 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. 34664 34664 FALL 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. 6057 6057 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS. 61796 30460 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION. 61796 30460 132485 1 1 0 0 0 0 0 0 1 1 1 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 0 1 0 0 IN X TRACY PHILLIPS EXECUTIVE DIRECTOR 3178732858 900 MULBERRY ST ZIONSVILLE IN 46077 MIKE MACLEAN 8.00 X X 0 0 0 BOB SPOONMORE 2.00 X X 0 0 0 ELIZABETH HOPPER 2.00 X X 0 0 0 MARJORIE BREISCH 5.00 X X 0 0 0 MISSY COPHER 2.00 X 0 0 0 GARY COVAL 2.00 X 0 0 0 JENNIFER CROSS 2.00 X 0 0 0 MOLLY HANLON 5.00 X 0 0 0 CHAD JOHNSON 2.00 X 0 0 0 RANDY JUDD 2.00 X 0 0 0 LISA KAYES 2.00 X 0 0 0 KEVIN KENNEDY 2.00 X 0 0 0 MEG KING 5.00 X 0 0 0 LIBBY MCCARTY 5.00 X 0 0 0 KARA SWINFORD 5.00 X 0 0 0 DEBBIE UNGAR 2.00 X 0 0 0 ALISON WHARRY 2.00 X 0 0 0 PEGGY EDWARDS 2.00 X 0 0 0 BETH KOCHER 2.00 X 0 0 0 JIM SCHILLACI 2.00 X 0 0 0 ANNE STEINBERG 2.00 X 0 0 0 TRACY PHILLIPS 35.00 X 11813 0 0 LYNN KISSEL 35.00 X 24198 0 0 36011 0 0 0 0 0 0 0 111510 59467 46350 170977 11575 11575 10158 8364 1794 1794 1794 48049 111510 80924 -32875 -32875 9274 100 9174 9174 160645 0 0 -10332 101149 101149 28964 13034 2896 13034 16058 7226 1606 7226 1800 810 180 810 7385 7385 1028 514 514 1012 455 102 455 2577 1546 129 902 398 199 199 2936 2936 812 812 369 167 35 167 164488 132485 9210 22793 150 150 137318 130652 5174 0 0 0 2936 0 834560 942660 51927 41793 1032065 1115255 4634 51938 41804 51938 46438 X 422274 509105 72684 51843 485169 507869 980127 1068817 1032065 1115255 -3843 75828 16705 0 X 0 0 0 X 225124 133032 212654 151842 170977 893629 225124 133032 212654 151842 170977 893629 893629 7038 11184 1027 169 11575 30993 14669 9174 23843 948465 0.94220 0.95790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 485169 53579 23494 7385 507869 518039 25 -1278 24246 7371 485169 495939 100 54597 25933 6664 518039 423332 103881 26217 5057 495939 604620 -144367 29534 7387 423332 1.00000 1 0 2936 2936 2936 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SERVE AS AN INCOME STREAM TO OFFSET OUR OPERATIONAL COSTS. INSTYLE 62952 41030 21922 0 19650 3805 5039 0 2440 FALL FROLIC 96607 70480 26127 0 26700 4600 11980 6390 320 159559 111510 48049 46350 8405 17019 6390 2760 80924 -32875 IN 1 0 0 0 0 0 1 ZIONSVILLE COMMUNITY SCHOOLS 900 MULBERRY ST ZIONSVILLE IN 46077 351168812 GOV'T 96290 ACADEMIC EXCELLENCE 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X MISCELLANEOUS ITEMS DONATED FOR SILENT AUCTION 214 46350 COST 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS EQUALS THE NUMBER OF NONCASH ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 THE 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 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).