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Nonprofiteer
← ZIONSVILLE EDUCATION FOUNDATION INC

Form 990 for tax year 2022

Filed by ZIONSVILLE EDUCATION FOUNDATION INC.

Totals

Total revenue
$338,005
Total expenses
$266,079
Contributions and grants received
$283,410
Grants paid
$115,754
Program service revenue
$0
Investment income
$22,489
Other revenue
$32,106
Total assets, end of year
$1,796,394
Total liabilities, end of year
$11,071
Net assets or fund balances, end of year
$1,785,323
Program services expenses (Part IX)
$181,123
Management and general expenses
$10,656
Fundraising expenses
$74,300
Program service expenses (Part III)
$181,123

Program services were 68.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $110,119

  • 1f · All other contributions, gifts and grants

    $173,291

  • 3 · Investment income

    total $22,489 · excluded $22,489

  • 8a · Fundraising events: gross income

    $76,914

  • 8a · Fundraising events: contributions included on line 1c

    $110,119

  • 8b · Fundraising events: direct expenses

    $51,256

  • 8c · Net income from fundraising events

    total $25,658 · excluded $25,658

  • 11a · Other revenue: RETURNED GRANT AWARDS

    total $6,388 · related or exempt $6,388

  • 11b · Other revenue: OTHER REVENUE

    total $60 · related or exempt $60

  • 11e · Other revenue, total

    $6,448

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $12,021 · program services $12,021

  • 2 · Grants to domestic individuals

    total $103,733 · program services $103,733

  • 5 · Compensation of officers, directors and key employees

    total $45,250 · program services $31,675 · management and general $4,525 · fundraising $9,050

  • 7 · Other salaries and wages

    total $36,447 · management and general $3,645 · fundraising $32,802

  • 10 · Payroll taxes

    total $6,158 · program services $2,388 · management and general $616 · fundraising $3,154

  • 11c · Fees: accounting

    total $420 · program services $420

  • 11f · Fees: investment management

    total $8,102 · program services $8,102

  • 11g · Fees: other

    total $1,140 · program services $1,140

  • 12 · Advertising and promotion

    total $27,606 · program services $7,792 · fundraising $19,814

  • 13 · Office expenses

    total $2,431 · program services $1,459 · management and general $243 · fundraising $729

  • 14 · Information technology

    total $5,401 · program services $592 · management and general $99 · fundraising $4,710

  • 19 · Conferences, conventions and meetings

    total $1,490 · program services $237 · management and general $34 · fundraising $1,219

  • 23 · Insurance

    total $1,304 · management and general $1,304

  • 24a · Other expenses: DISTRICT TEAM BUILDING

    total $10,717 · program services $10,717

  • 24b · Other expenses: CREDIT CARD FEES

    total $1,983 · fundraising $1,983

  • 24c · Other expenses: OTHER EXP

    total $1,308 · program services $506 · management and general $133 · fundraising $669

  • 24d · Other expenses: DUES & SUB.

    total $568 · program services $341 · management and general $57 · fundraising $170

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $340,850 · end of year $282,475

  • 4 · Accounts receivable

    beginning of year $2,136 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,643,762 · end of year $1,513,919

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,716 · end of year $11,071

  • 27 · Net assets without donor restrictions

    beginning of year $1,249,689 · end of year $1,193,160

  • 28 · Net assets with donor restrictions

    beginning of year $727,343 · end of year $592,163

Mission and programs · 2022

Mission

THE ZIONSVILLE EDUCATION FOUNDATION (ZEF) IS A NOT FOR PROFIT ORGANIZATION DEDICATED TO ENHANCING THE EDUCATIONAL EXPERIENCES OF ZIONSVILLE STUDENTS BY PROVIDING GRANTS FOR INNOVATIVE AND CREATIVE PROGRAMS. THE MISSION OF ZEF IS TO SERVE ITS SCHOOL COMMUNITY BY PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE.

Activities or mission (Part I)

PROVIDING FUNDS THAT PROMOTE ACADEMIC EXCELLENCE.

  • FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TO PROVIDE VARIOUS GRANTS PROMOTING EXCELLENCE IN ACADEMIC EDUCATION.

    Expenses $135,482 · Grants $70,113

  • FALL PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS 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 FOUNDATION'S MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED.

    Expenses $24,597 · Grants $24,597

  • SPRING PROGRAM FUNDING TO ZIONSVILLE COMMUNITY SCHOOLS TEACHERS BASED ON A GRANT APPLICATION AND APPROVAL PROCESS. THE GRANTS WERE REVIEWED AND APPROVED BY THE GRANT COMMITTEES WHICH ARE COMPRISED OF BOARD MEMBERS AND COMMUNITY MEMBERS. EACH GRANT WAS REVIEWED TO DETERMINE HOW THE GRANT MET THE FOUNDATION'S MISSION TO IMPROVE ACADEMIC EXCELLENCE. BASED ON FUNDS AVAILABLE, THE HIGHEST RANKED GRANTS PROMOTING ACADEMIC EXCELLENCE WERE FUNDED.

    Expenses $21,044 · Grants $21,044

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Pascarella

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Kim Lewis

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Erica Carpenter

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Lyle Browne

    EXECUTIVE DIRECTOR

    Total calculated
    $45,250
    From this org
    $44,650
    From related orgs
    $0
    Other
    $600
    Hours/week
    30

  • Christine Mingus

    TREASURER,FINANCE CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Amanda Black

    FINANCE CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Missy Copher 1122 - 63022

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Challis Imes

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jane Louiso

    GRANTS CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Kristin Champa

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Amy Essley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dean Esteves 1122 - 63022

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andrea Fonseca

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ami Fraser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maritza Gerde

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Heather Jackson 8122-123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Theresa Knipstein Meyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Larry Marietta 8122-123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jenni Phenicie 8122-123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Katy Ruhl 8122-123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Schumaker 1122 - 63022

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jeff Sepiol

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andrea Spahn-McGraw 8122-123122

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andrea Suh 1122 - 63022

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brant Wright

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • ZIONSVILLE COMMUNITY SCHOOLS

    $12,021

    ACADEMIC EXCELLENCE

Provenance

Return type
form_990
Tax year
2022
Filed
16 October 2023
IRS schema version
2022v5.0
Source object
202302899349303210

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