ZIONSVILLE EDUCATION FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ZIONSVILLE EDUCATION FOUNDATION INC (EIN 30-0024279)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201213199349303026
Schema version
2011v1.2
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)
Timestamp2012-11-14T11:52:21-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAMBER KOCHER CPAName
PTINP01286298PTIN
Phone3176334705Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
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 Receipts204833GrossReceipts
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 Employees1TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year212654ContributionsGrantsPriorYear
Contributions Grants Current Year151842ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1027InvestmentIncomePriorYear
Investment Income Current Year169InvestmentIncomeCurrentYear
Other Revenue Prior Year-33591OtherRevenuePriorYear
Other Revenue Current Year-7856OtherRevenueCurrentYear
Total Revenue Prior Year180090TotalRevenuePriorYear
Total Revenue Current Year144155TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year98470GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY98315GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year31798SalariesEtcPriorYear
Salaries Etc Current Year32298SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year17348TotalFundrsngExpCurrentYear
Other Expense Prior Year3745OtherExpensePriorYear
Other Expenses Current Year16250OtherExpensesCurrentYear
Total Expenses Prior Year134013TotalExpensesPriorYear
Total Expenses Current Year146863TotalExpensesCurrentYear
Revenues Less Expenses Prior Year46077RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2708RevenuesLessExpensesCY
Total Assets BOY1035387TotalAssetsBOY
Total Assets EOY1032065TotalAssetsEOY
Total Liabilities BOY51933TotalLiabilitiesBOY
Total Liabilities EOY51938TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY983454NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY980127NetAssetsOrFundBalancesEOY
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
Expense34880Expense
DescriptionSPRING 2011 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)
Expense30821Expense
DescriptionFALL 2011 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)
Expense12124Expense
DescriptionFUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense46459Expense
DescriptionFUNDING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp46459TotalOfOtherProgramServiceExp
Total Program Service Expense124284TotalProgramServiceExpense
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 Assets1ReportOtherAssets
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
Gaming1Gaming
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 Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1NumberOfEmployees
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 (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JULIE REDMAN
PRESIDENT8.00XX000
MIKE MACLEAN
VICE PRESIDENT2.00XX000
BETH KOCHER
SECRETARY2.00XX000
MARJORIE BREISCH
TREASURER4.00XX000
MISSY COPHER
MEMBER2.00X000
JENNIFER CROSS
MEMBER2.00X000
PEGGY EDWARDS
MEMBER2.00X000
ELIZABETH HOPPER
MEMBER2.00X000
RANDY JUDD
MEMBER2.00X000
LISA KAYES
MEMBER2.00X000
JIM SCHILLACI
MEMBER2.00X000
BOB SPOONMORE
MEMBER2.00X000
ANNE STEINBERG
MEMBER2.00X000
KARA SWINFORD
MEMBER2.00X000
JULIE TILLER
MEMBER2.00X000
DEBBIE UNGAR
MEMBER2.00X000
ALISON WHARRY
MEMBER2.00X000
LYNN KISSEL
EXECUTIVE DIRECTOR35.00X3333500
FieldValueIRS element (for citing)
Total Reportable Comp From Org33335TotalReportableCompFromOrg
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 Events80259FundraisingEvents
All Other Contributions71583AllOtherContributions
Noncash Contributions22611NoncashContributions
Total Contributions151842TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column169TotalRevenueColumn
Exclusion$169ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events33462GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events80259CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses55987FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-22525TotalRevenueColumn
Exclusion-$22,525ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming19360GrossIncomeGaming
Gaming Direct Expenses4691GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column14669TotalRevenueColumn
Exclusion$14,669ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column144155TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$7,687ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total98315Total
Program Services98315ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total22027Total
Program Services9912ProgramServices
Management And General2203ManagementAndGeneral
Fundraising9912Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total10271Total
Program Services4622ProgramServices
Management And General1027ManagementAndGeneral
Fundraising4622Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total738Total
Program Services332ProgramServices
Management And General74ManagementAndGeneral
Fundraising332Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total7371Total
Program Services7371ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1319Total
Program Services660ProgramServices
Management And General659ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2702Total
Program Services1216ProgramServices
Management And General270ManagementAndGeneral
Fundraising1216Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2360Total
Program Services1416ProgramServices
Management And General118ManagementAndGeneral
Fundraising826Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total880Total
Program Services440ProgramServices
Fundraising440Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total880Total
Management And General880ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total146863Total
Program Services124284ProgramServices
Management And General5231ManagementAndGeneral
Fundraising17348Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY150BOY
EOY150EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY165531BOY
EOY137318EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY5174EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2936LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2936BOY
EOY2936EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY866770BOY
EOY834560EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY51927EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1035387BOY
EOY1032065EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY51933BOY
EOY51938EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY51933BOY
EOY51938EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY383892BOY
EOY422274EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY81523BOY
EOY72684EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY518039BOY
EOY485169EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY983454BOY
EOY980127EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1035387BOY
EOY1032065EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-2708ReconcilationRevenueExpenses
Reconcilation Other Changes-619ReconcilationOtherChanges
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 Years172924CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years225124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years133032CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year212654CurrentTaxYearMinus1Year
Current Tax Year151842CurrentTaxYear
Total895576Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years172924CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years225124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years133032CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year212654CurrentTaxYearMinus1Year
Current Tax Year151842CurrentTaxYear
Total895576Total
FieldValueIRS element (for citing)
Public Support Total170895576PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5297CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7038CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11184CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1027CurrentTaxYearMinus1Year
Current Tax Year169CurrentTaxYear
Total24715Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year14669CurrentTaxYear
Total14669Total
FieldValueIRS element (for citing)
Total Support934960TotalSupport
Public Support Pertcentage1700.95790PublicSupportPertcentage170
Public Support Pertcent Prior Year0.96000PublicSupportPertcentPriorYear
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

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionCUSTODIAL ACCOUNTDescription
Book Value51927BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets51927TotalBookValueOtherAssets

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:ESCROW OR CUSTODIAL ACCOUNT LIABILITY PER FORM 990 PART X LINE 21 - REFERS TO $51,811 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 Event154278GrossReceiptsEvent1
Charitable Contributions Event138613CharitableContributionsEvent1
Gross Revenue Event115665GrossRevenueEvent1
Non Cash Prizes Event113434NonCashPrizesEvent1
Rent Facility Costs Event13855RentFacilityCostsEvent1
Food And Beverage Event15368FoodAndBeverageEvent1
Entertainment Event10EntertainmentEvent1
Other Direct Expenses Event11380OtherDirectExpensesEvent1
Name Of Event2FALL FROLICNameOfEvent2
Gross Receipts Event259443GrossReceiptsEvent2
Charitable Contributions Event241646CharitableContributionsEvent2
Gross Revenue Event217797GrossRevenueEvent2
Non Cash Prizes Event29177NonCashPrizesEvent2
Rent Facility Costs Event24399RentFacilityCostsEvent2
Food And Beverage Event214092FoodAndBeverageEvent2
Entertainment Event21949EntertainmentEvent2
Other Direct Expenses Event22333OtherDirectExpensesEvent2
Gross Receipts Total113721GrossReceiptsTotal
Charitable Contributions Total80259CharitableContributionsTotal
Gross Revenue Total Events33462GrossRevenueTotalEvents
Non Cash Prizes Total Events22611NonCashPrizesTotalEvents
Rent Facility Costs Total Events8254RentFacilityCostsTotalEvents
Food And Beverage Total Events19460FoodAndBeverageTotalEvents
Entertainment Total Events1949EntertainmentTotalEvents
Other Direct Expenses Total Events3713OtherDirectExpensesTotalEvents
Direct Expense Summary Events55987DirectExpenseSummaryEvents
Net Income Summary-22525NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Other Gaming19360GrossRevenueOtherGaming
Non Cash Prizes Other Gaming4500NonCashPrizesOtherGaming
Other Direct Expenses Other Gaming191OtherDirectExpensesOtherGaming
Volunteer Labor Other Gaming1VolunteerLaborOtherGaming
Volunteer Labor Prcnt Other Gaming1.00000VolunteerLaborPrcntOtherGaming
Gross Revenue Total Gaming19360GrossRevenueTotalGaming
Non Cash Prizes Total Gaming4500NonCashPrizesTotalGaming
Other Direct Expenses Total Gaming191OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming4691DirectExpenseSummaryGaming
Net Gaming Income Summary14669NetGamingIncomeSummary
FieldValueIRS element (for citing)
Licensed0Licensed
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 (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ZIONSVILLE COMMUNITY SCHOOLS
900 MULBERRY STZIONSVILLEIN46077351168812GOV'T92815ACADEMIC EXCELLENCE
DONORS CHOOSEORG
213 W 35TH 2ND FLOOR EASTNEW YORKNY10001134129457501(C)(3)5000CLASSROOM REQUESTS MATCH
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

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 O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

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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 RESULTS OF WHICH ARE DISCUSSED WITH THE BOARD AND A DETERMINATION IS MADE AS TO THE INDEPENDENCE OF EACH BOARD MEMBER. RESULTS OF THESE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES.
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 NONPROFIT 990 OMPENSATION. 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).
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -619.CHANGES IN NET ASSETS OR FUND BALANCES:

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