Civic Intelligence

Zionsville Education Foundation

EIN 30-0024279 • 501(c)3 • Zionsville, IN

Profile

The mission of the zionsville education foundation is to serve its school community by providing funds that promote academic excellence.

900 Mulberry StreetZionsville, IN 46077

www.zionsvilleeducationfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

55th percentile

5.9%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,359,591

Up $372,843 (+19%) from 2021

Liabilities

Up

$15,562

Up $5,846 (+60%) from 2021

Net Assets

Up

$2,344,029

Up $366,997 (+19%) from 2021

Operations
Liabilities / Revenue41st percentileNet Margin68th percentile

Revenue

Down

$359,696

Down $65,585 (-15%) from 2021

Expenses

Up

$305,919

Up $78,806 (+35%) from 2021

Net Income

Down

$53,777

Down $144,391 (-73%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,032,065Liabilities 2011: $51,938Net Assets 2011: $980,1272011Assets 2013: $1,191,068Liabilities 2013: $31,659Net Assets 2013: $1,159,4092013Assets 2015: $1,124,225Liabilities 2015: $15,180Net Assets 2015: $1,109,0452015Assets 2016: $1,161,650Liabilities 2016: $10,190Net Assets 2016: $1,151,4602016Assets 2019: $1,472,604Liabilities 2019: $14,220Net Assets 2019: $1,458,3842019Assets 2020: $1,696,724Liabilities 2020: $42,840Net Assets 2020: $1,653,8842020Assets 2021: $1,986,748Liabilities 2021: $9,716Net Assets 2021: $1,977,0322021Assets 2024: $2,359,591Liabilities 2024: $15,562Net Assets 2024: $2,344,0292024

Highlighted filing

2024

Assets$2,359,591
Liabilities$15,562
Net Assets$2,344,029
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $146,8632011Revenue 2013: $193,299Expenses 2013: $144,809Net Income 2013: $48,4902013Revenue 2015: $150,705Expenses 2015: $152,770Net Income 2015: -$2,0652015Revenue 2016: $183,942Expenses 2016: $168,689Net Income 2016: $15,2532016Revenue 2019: $423,725Expenses 2019: $293,441Net Income 2019: $130,2842019Revenue 2020: $345,519Expenses 2020: $239,021Net Income 2020: $106,4982020Revenue 2021: $425,281Expenses 2021: $227,113Net Income 2021: $198,1682021Revenue 2024: $359,696Expenses 2024: $305,919Net Income 2024: $53,7772024

Highlighted filing

2024

Revenue$359,696
Expenses$305,919
Net Income$53,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,359,591
Liabilities
$15,562
Net assets
$2,344,029
Revenue
$359,696
Expenses
$305,919
Net income
$53,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.02$2.34$0.36$0.31$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.01$1.98$0.43$0.23$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.04$1.65$0.35$0.24$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.01$1.46$0.42$0.29$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.15$0.18$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.11$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.19$0.14$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.05$0.98$0.15
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 9, 2016
Return Version
2015v2.1
Gross Receipts
$221,241
Mission and Program Overview

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.

The zionsville educational 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,040,375$1,001,100▼ $39,275
Savings and Temporary Cash Investments$90,534$117,325▲ $26,791
Accounts Receivable$13,000$5,800▼ $7,200
Total Assets$1,143,909$1,124,225▼ $19,684
Liabilities
Escrow Account Liability$10,170$10,180▲ $10
Accounts Payable and Accrued Expenses-$5,000-
Total Liabilities$10,170$15,180▲ $5,010
Net Assets / Fund Balance
Unrestricted Net Assets$597,967$621,781▲ $23,814
Permanently Rstr Net Assets$491,475$448,992▼ $42,483
Temporarily Rstr Net Assets$44,297$38,272▼ $6,025
Total Net Assets Fund Balance$1,133,739$1,109,045▼ $24,694
Total Liabilities and Net Assets / Fund Balance$1,143,909$1,124,225▼ $19,684

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$491,475-▼ $15,452-$448,992
2014$514,643-▲ $8,694-$491,475
2013$507,869-▲ $38,724-$514,643
2012$485,169-▲ $53,579-$507,869
2011$518,039$25▼ $1,278-$485,169
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Missy CopherPresident
Brant WrightBoard Member
Brian PeaseBoard Member
Chad JohnsonBoard Member
Challis ImesBoard Member
Chris MingusBoard Member
Jennifer HostetterBoard Member
Katie AeschlimanBoard Member
Lesley HuntBoard Member
Lynn SchwarzBoard Member
Mark PascarellaBoard Member
Randy JuddBoard Member
Theresa MeyerBoard Member
Tracy CoussensBoard Member
Scott RobisonEx-officio
Shari RicheyEx-officio
Tracy PhillipsExecutive Di
Beth Ann KaltenmarkSecretary
Gary CovalTreasurer
Meg KingVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$150,498
Program Service Revenue
$0
Investment Income
$3,277
Other Revenue
$-3,070
All Other Contributions
$81,470
Change in Net Assets
$-2,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,212
Salaries, Compensation, and Employee Benefits$39,430
Other Expenses$15,128
Total Fundraising Expense$10,094
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$94,712--$94,712
Other Salaries and Wages$12,209$12,209$6,105$30,523
Payroll Taxes$3,563$3,563$1,781$8,907
Information Technology$2,344$2,344$1,172$5,860
Grants to Domestic Individuals$3,500--$3,500
Advertising$1,008$1,008$504$2,520
Insurance-$1,673-$1,673
Fees for Services Accounting-$1,625-$1,625
Office Expenses$419$419$210$1,048
Fees for Services Management-$787-$787
Conferences and Meetings$133$133$66$332
Other Expenses$40$40$20$100
Total Functional Expenses$118,402$24,274$10,094$152,770
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zionsville Community SchoolsZionsville, IN-Academic Excellence$89,720
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$70,310
Fundraising Gross Income$66,368
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Frolic$108,757$44,094$16,193$27,901
Girls Night Out$26,639$22,274$2,210$20,064
Total Events$135,396$66,368$70,310$-3,942
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is provided to all board members for review. The 990 and supporting schedules are reviewed at a monthly board meeting of which minutes of the meeting is recorded.”

Form 990, Page 6, Part VI, Line 12C

“Annually, all board members are required to complete a conflict of interest statement. The result 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, Page 6, Part VI, Line 15A

“The process for determining compensation for the executive's salary includes a review and approval by the independent board members. The organization's board members consist of experts with knowledge in human resources and nonprofit organizations and feel the executive compensation is reasonable compared to other similar nonprofit form 990 compensation. The determination of the executive's compensation is documented in the board minutes.”

Form 990, Page 6, Part VI, Line 18

“The organization makes available its governing documents, conflict of interest policy and financial statements to the public upon request. The annual report from prior year is available for review on the organization's website.”

Form 990, Page 6, Part VI, Line 19

“The organization provides copies of its governing documents, conflict of interest policy and financial statements to all new board members. All board members are required to complete a conflict of interest statement annually in which the results of which are discussed with the board. The board is provided quarterly financial updates in summary format. Annually, the board is provided the 990 and financial statements.”

Filing and Contact Details

Filer

Filer Name
Zionsville Education Foundation
EIN
30-0024279
Phone
3178732858
Address
900 MULBERRY STREET, ZIONSVILLE, IN 46077

Signing Officer

Name
Gary Coval
Title
Treasurer
Phone
3178732858
Signed
2016-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Coval
Formed
1994
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
55

Preparer

Firm
Allman Johnson Company LLC
Address
10499 N COLLEGE AVE, INDIANAPOLIS, IN 46280-1436
Preparer
Shelley R Johnson CPA
Phone
3178431040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The zionsville educational 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.”

Raw XML AppendixShowing 400 of 545 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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