2012-11-14T11:52:21-06:00 2011-12-31 351178661 BLUE & CO LLC ONE AMERICAN SQUARE 2200 INDIANAPOLIS IN 46282 990 2011-01-01 300024279 ZIONSVILLE EDUCATION FOUNDATION INC ZION 3178732858 900 MULBERRY STREET ZIONSVILLE IN 46077 MARJORIE BREISCH 3178732858 2012-11-14 1 AMBER KOCHER CPA P01286298 3176334705 2011 2016-02-24 21:20:13Z TRACY PHILLIPS 900 MULBERRY STREET ZIONSVILLE IN 46077 204833 0 X WWW.ZIONSVILLEEDUCATIONFOUNDATION.ORG X 1994 IN FUND GRANTS TO ZIONSVILLE COMMUNITY SCHOOLS THAT PROMOTE ACADEMIC EXCELLENCE. 17 17 1 40 0 0 212654 151842 0 0 1027 169 -33591 -7856 180090 144155 98470 98315 0 0 31798 32298 0 0 17348 3745 16250 134013 146863 46077 -2708 1035387 1032065 51933 51938 983454 980127 X THE MISSION OF THE ZIONSVILLE EDUCATION FOUNDATION IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE. 0 0 34880 SPRING 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. 30821 FALL 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. 12124 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE CONTINUING PROFESSIONAL TEACHING EDUCATION TO TEACHERS. 46459 FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS FOR VARIOUS GRANTS PROMOTING ACADEMIC EDUCATION. 46459 124284 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 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 JULIE REDMAN 8.00 X X 0 0 0 MIKE MACLEAN 2.00 X X 0 0 0 BETH KOCHER 2.00 X X 0 0 0 MARJORIE BREISCH 4.00 X X 0 0 0 MISSY COPHER 2.00 X 0 0 0 JENNIFER CROSS 2.00 X 0 0 0 PEGGY EDWARDS 2.00 X 0 0 0 ELIZABETH HOPPER 2.00 X 0 0 0 RANDY JUDD 2.00 X 0 0 0 LISA KAYES 2.00 X 0 0 0 JIM SCHILLACI 2.00 X 0 0 0 BOB SPOONMORE 2.00 X 0 0 0 ANNE STEINBERG 2.00 X 0 0 0 KARA SWINFORD 2.00 X 0 0 0 JULIE TILLER 2.00 X 0 0 0 DEBBIE UNGAR 2.00 X 0 0 0 ALISON WHARRY 2.00 X 0 0 0 LYNN KISSEL 35.00 X 33335 0 0 33335 0 0 0 0 0 0 0 80259 71583 22611 151842 169 169 33462 80259 55987 -22525 -22525 19360 4691 14669 14669 144155 0 0 -7687 98315 98315 22027 9912 2203 9912 10271 4622 1027 4622 738 332 74 332 7371 7371 1319 660 659 2702 1216 270 1216 2360 1416 118 826 880 440 440 880 880 146863 124284 5231 17348 150 150 165531 137318 5174 2936 2936 2936 866770 834560 0 51927 1035387 1032065 51933 51938 51933 51938 X 383892 422274 81523 72684 518039 485169 983454 980127 1035387 1032065 X -2708 -619 X 0 0 0 X 172924 225124 133032 212654 151842 895576 172924 225124 133032 212654 151842 895576 895576 5297 7038 11184 1027 169 24715 14669 14669 934960 0.95790 0.96000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 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 CUSTODIAL ACCOUNT 51927 51927 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SERVE AS AN INCOME STREAM TO OFFSET OUR OPERATIONAL COSTS. INSTYLE 54278 38613 15665 13434 3855 5368 0 1380 FALL FROLIC 59443 41646 17797 9177 4399 14092 1949 2333 113721 80259 33462 22611 8254 19460 1949 3713 55987 -22525 19360 4500 191 1 1.00000 19360 4500 191 4691 14669 0 0 0 0 0 0 1 ZIONSVILLE COMMUNITY SCHOOLS 900 MULBERRY ST ZIONSVILLE IN 46077 351168812 GOV'T 92815 ACADEMIC EXCELLENCE DONORS CHOOSEORG 213 W 35TH 2ND FLOOR EAST NEW YORK NY 10001 134129457 501(C)(3) 5000 CLASSROOM REQUESTS MATCH 1 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. 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 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 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 NONPROFIT 990 OMPENSATION. 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). CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -619.