2026-05-13T20:36:08-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3192140134 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 HANNAH LUCE EXECUTIVE DIRECTOR 3192140134 2026-05-13 1 0 BRIAN ARONSON P01425251 3192346885 2026-05-13 2024 2025-03-06 01:10:19Z HANNAH LUCE 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 757102 0 X WWW.WCSFOUNDATION.ORG/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 20 20 2 52 0 0 549811 382996 0 0 32033 46575 -7862 107683 573982 537254 181792 121707 0 0 136703 149749 0 0 122772 36381 58919 354876 330375 219106 206879 1496847 1619797 146000 0 1350847 1619797 X TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS. 0 0 143556 121707 116640 THE WATERLOO COMMUNITY SCHOOLS FOUNDATION (WSF) IS A 501(C)3 NONPROFIT ORGANIZATION THAT EXISTS TO ENHANCE ACADEMIC OPPORTUNITIES IN THE WATERLOO COMMUNITY SCHOOLS DISTRICT (WCSD). THE WSF SOLICITS FUNDING FROM LOCAL BUSINESSES, ORGANIZATIONS, HOUSEHOLDS, AND OTHER PRIVATE ENTITIES TO SUSTAIN THEIR MISSION AND ENSURE ONGOING COMMUNITY SUPPORT FOR THE SUCCESS OF WATERLOO'S PUBLIC EDUCATION. FUNDING IS DISTRIBUTED IN 3 AREAS; 1) DISTRICT INITIATIVES, WHICH ARE LARGE-SCALE ANNUAL PROJECTS PRIORITIZED BY THE SUPERINTENDENT AND WCSD BOARD OF EDUCATION 2) TEACHER GRANTS, WHICH BRING INNOVATIVE TEACHING AND LEARNING TO CLASSROOMS ACROSS THE WCSD AND 3) STUDENT GRANTS THAT BRIDGE FINANCIAL GAPS FOR STUDENTS TO ATTEND AND EXPERIENCE UNIQUE INDIVIDUAL LEARNING OPPORTUNITIES OUTSIDE OF THE CLASSROOM. OVER THE LAST 15 YEARS, THE WSF HAS PLEDGED AND GIFTED OVER $3 MILLION TO SUPPORT 12 DISTRICT INITIATIVES, 158 TEACHER GRANTS, AND 78 STUDENT GRANTS. 143556 1 1 0 1 0 1 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3192140134 201 TOWER PARK DR WATERLOO IA 50701 ADIJAN ABDIC PRESIDENT 1.00 X X 0 0 0 SHANTE WALLICAN-NESBIT PAST PRESIDENT 0.50 X X 0 0 0 KINON O'NEAL VICE-PRESIDENT 1.00 X X 0 0 0 AMELA CEJVANOVIC SECRETARY 1.00 X X 0 0 0 JILLIAN RUTLEDGE TREASURER 1.00 X X 0 0 0 ANNA CAUGHRON DIRECTOR 0.50 X 0 0 0 JAY KOWEIL DIRECTOR 0.50 X 0 0 0 MELISSA LUDWIG DIRECTOR 0.50 X 0 0 0 ANDY RICHTER DIRECTOR 0.50 X 0 0 0 KATE REICHERTS DIRECTOR 0.50 X 0 0 0 CHUCK SHIREY DIRECTOR 0.50 X 0 0 0 DENISE THROWER DIRECTOR 0.50 X 0 0 0 CHRIS WENDLAND DIRECTOR 0.50 X 0 0 0 AL YU DIRECTOR 0.50 X 0 0 0 LYNN LAGRONE DIRECTOR 0.50 X 0 0 0 BRYN MANGRICH DIRECTOR 0.50 X 0 0 0 DR JARED SMITH DIRECTOR 0.50 X 0 0 0 RYAN SHAW DIRECTOR 0.50 X 0 0 0 ELIZABETH VOIGT DIRECTOR 0.50 X 0 0 0 ASTOR WILLIAMS DIRECTOR 0.50 X 0 0 0 HANNAH LUCE EXECUTIVE DIRECTOR 40.00 X 71942 0 9679 71942 0 9679 0 0 0 0 0 13046 369950 382996 57171 57171 197696 208292 -10596 -10596 -10596 2599 13046 11556 -8957 -8957 FORFEITED AWARDS AND G 900099 116640 116640 116640 537254 116640 0 37618 101966 101966 19741 19741 85235 8523 17047 59665 53130 5313 47817 1594 159 1435 9790 979 1958 6853 800 800 13235 13235 5477 5477 7363 7363 19412 19412 1068 1068 4150 495 990 2665 3174 317 635 2222 1051 1051 687 687 70 70 503 503 1929 586 296 1047 330375 143556 64047 122772 670023 82365 53242 13817 13817 0 0 744459 1566555 1496847 1619797 146000 146000 0 X 176403 104849 1174444 1514948 1350847 1619797 1496847 1619797 206879 62071 0 X 0 0 0 X 452183 315550 286117 549811 382996 1986657 452183 315550 286117 549811 382996 1986657 501593 1485064 2946 29066 12053 24246 57171 125482 1402 2450 119239 123091 2235230 0.66440 0.67450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2021 AMOUNT: $ 1,402. 2022 AMOUNT: $ 2,450. 2024 AMOUNT: $ 2,599. FORFEITED AWARDS AND GRANTS - 2024 AMOUNT: $ 116,640. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5477 5477 324898 330375 66075 16519 0 0 66075 66075 99113 5477 5477 16519 16519 24779 5477 5477 1 57410 0 0 171653 16424 896 187181 152535 19118 171653 158596 -6061 152535 159470 -849 25 158596 134330 22310 2830 159470 0.31200 0.00000 0.68800 1 0 13817 13817 0 0 PART V, LINE 4: THE USE OF THE ENDOWMENT FUNDS IS BASED ON THE WISHES OF THE DONOR (WITH DONOR RESTRICTIONS) OR THE BOARD (WITHOUT DONOR RESTRICTIONS). BREAKFAST EVENT 15645 13046 2599 9308 2248 15645 13046 2599 9308 2248 11556 -8957 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 101966 0 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. 1 GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS AND ACADEMIC TRAVEL WHICH PREPARES THEM FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP 10 11546 TEACHER LICENSING AND AWARDS 67 8195 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 11B A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND PRESIDENT AND PROVIDED TO THE BOARD PRIOR TO FILING. 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 GOVERNING DOCUMENTS , CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST