2023-11-13T16:21:56-06:00 2022-12-31 814277254 KHA ACCOUNTANTS PLLC 4880 LONG PRAIRIE ROAD SUITE 100 FLOWER MOUND TX 75028 990 2022-01-01 752333118 LEWISVILLE EDUCATION FOUNDATION INC LEWI 4699482022 1565 C WEST MAIN STREET LEWISVILLE TX 75067 RANDY CANIVEL EXECUTIVE DIRECTOR 4699482022 2023-11-09 1 RANDY CANIVEL 999009999 0 CYNTHIA GRIECO P00643849 9722212500 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RANDY CANIVEL 1565 C WEST MAIN STREET LEWISVILLE TX 75067 2867064 0 X LISDEF.COM X 1990 TX OUR MISSION IS TO ENRICH THE QUALITY OF PUBLIC EDUCATION IN THE THIRTEEN COMMUNITIES SERVED BY THE LEWISVILLE INDEPENDENT SCHOOL DISTRICT BY BEING A VEHICLE FOR SECURING PRIVATE FUNDING BENEFITING LISD TEACHERS AND STUDENTS. 20 20 4 300 0 0 1184772 996428 0 0 419493 367508 4041 6789 1608306 1370725 383449 480973 0 0 243092 246295 0 0 100595 248421 382980 874962 1110248 733344 260477 5972548 5112635 0 0 5972548 5112635 X THE LEWISVILLE EDUCATION FOUNDATION IS A NONPROFIT ORGANIZATION WITH THE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO THE LEWISVILLE INDEPENDENT SCHOOL DISTRICT TEACHERS AND STUDENTS. THIS PURPOSE IS ACCOMPLISHED BY THE FOUNDATION RECEIVING AND MAINTAINING CASH DONATIONS FROM INDIVIDUALS AND ORGANIZATIONS, AND AWARDING SCHOLARSHIPS, GRANTS, AND AWARDS. 0 0 283150 283150 STUDENTS USED THESE FUNDS TO PAY FOR TUITION, BOOKS, HOUSING, AND OTHER NEEDS REALTED TO HIGHER EDUCATION. THERE WERE 410 SCHOLARSHIPS AWARDED TO LISD STUDENTS. 173823 173823 TEACHERS AND SCHOOLS USED THESE FUNDS INSIDE THE CLASSROOM TO PROMOTE A VARIETY OF DIFFERENT TYPES OF LEARNING. EACH GRANT WAS APPLIED FOR SEPARATELY AS A SPECIFIC REQUEST TO MEET THE NEEDS OF A PARTICULAR TEACHER OR CAMPUS. THERE WERE 147 GRANTS AWARDED TO LISD TEACHERS AND CAMPUSES. 24000 24000 AWARDS OF EXCELLENCE ARE GIVEN TO LISD EMPLOYEES AS A WAY TO RECOGINIZE AND ENCOURAGE THEIR DISTINCTION AND EFFORTS PUT IN DURING THE YEAR AND OVER THEIR CAREERS AT LISD. THERE WERE 30 AWARDS GIVEN TO LISD COUNSELORS, NURSES, ADMINISTRATION, AND OTHER OUTSTANDING EMPLOYEES. 282210 282210 763183 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 4 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 1 0 X X LEF 4699482022 1565 C WEST MAIN STREET LEWISVILLE TX 75028 BRIAN PARDUE BOARD MEMBER 2.00 X 0 0 0 YOLANDA MURRAY BOARD MEMBER 2.00 X 0 0 0 RAY DAVID BOARD MEMBER 2.00 X 0 0 0 RANDY CANIVEL BOARD MEMBER 2.00 X 0 0 0 GAYLE NURRE BOARD MEMBER 1.00 X 0 0 0 JOSH ASHFORD BOARD MEMBER 1.00 X 0 0 0 JONNY BAKER BOARD MEMBER 2.00 X 0 0 0 SUE BOWMAN BOARD MEMBER 2.00 X 0 0 0 LINDSAY POLYAK BOARD MEMBER 1.00 X 0 0 0 LORI WALKER COMMUNITY ADVISORY COMMITT 1.00 X 0 0 0 LORI FICKLING COMMUNITY ADVISORY COMMITT 1.00 X 0 0 0 MONIKA BRINK COMMUNITY ADVISORY COMMITT 1.00 X 0 0 0 LEAH MONTEZ COMMUNITY ADVISORY COMMITT 1.00 X 0 0 0 RAJIV SHENOY COUNCIL OF PTA'S REPRESENTATIVE 1.00 X 0 0 0 TRISHA SHEFFIELD CO-VP COMMUNITY ENGAGEMENT 2.00 X X 0 0 0 MICHELLE CREE CO-VP COMMUNITY ENGAGEMENT 2.00 X X 0 0 0 MICHELLE ALKHATIB EVENT COMMITTEE 2022 2.00 X 0 0 0 THOMAS WHITE EXECUTIVE DIRECTOR 40.00 X 130615 0 0 STEPHEN DUBNER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 RUSS KERBOW LIFE MEMBER LEF BOD 1.00 X 0 0 0 MARY JENNINGS LIFE MEMBER LEF BOD 1.00 X 0 0 0 JERRI FAULDS LIFE MEMBER LEF BOD 1.00 X 0 0 0 BILL LAWRENCE LIFE MEMBER LEF BOD 1.00 X 0 0 0 ALEX BUCK LIFE MEMBER LEF BOD 1.00 X 0 0 0 ANDY EADS LIFE MEMBER LEF BOD 1.00 X 0 0 0 MERTIS LA VELLE LIFE MEMBER LEF BOD 1.00 X 0 0 0 KATHERINE SELLS LISD BOARD OF TRUSTEES 1.00 X 0 0 0 DR LORI RAPP LISD SUPERINTENDENT 1.00 X 0 0 0 TERRY ALLEN PRESIDENT 2.00 X X 0 0 0 MARY JACOBY PRESIDENT ELECT 2.00 X X 0 0 0 LIZ HAAS SECRETARY 1.00 X X 0 0 0 RYAN SCHROER TREASURER 2.00 X X 0 0 0 CHUCK ELSEY VICE PRESIDENT ADMINISTRAT 1.00 X X 0 0 0 DAMION ROBERTSON VICE PRESIDENT DEVELOPMENT 2.00 X X 0 0 0 PAMELA NELSON VICE PRESIDENT PROGRAM & O 2.00 X X 0 0 0 130615 0 0 1 0 0 0 0 44666 951762 996428 110752 110752 1707760 1451004 256756 256756 256756 45335 44666 45335 0 SCHOLARSHIP ADMINISTRATION FEES 561000 6789 6789 6789 1370725 6789 0 367508 480973 480973 130615 30042 61389 39184 115680 27315 54365 34000 17153 17153 13004 13004 3630 3630 3452 3452 3546 3546 FOREIGN TAXES PAID ON I 3115 3115 STEM TRUCK 144492 144492 INVESTMENT MANAGEMENT F 64409 64409 BACK TO SCHOOL FAIR 36676 36676 93503 43685 22407 27411 1110248 763183 246470 100595 271481 237089 208885 183733 45295 40945 4458 20310 5442429 4630558 5972548 5112635 0 0 X 1451831 1032579 4520717 4080056 5972548 5112635 5972548 5112635 260477 -1120390 0 X 0 1 X 0 0 X 887893 926505 782796 1141672 996428 4735294 3250 2397 2854 4041 6789 19331 891143 928902 785650 1145713 1003217 4754625 0 0 0 4754625 241798 233443 275549 419493 367509 1537792 241798 233443 275549 419493 367509 1537792 1132941 1162345 1061199 1565206 1370726 6292417 0.75560 0.77150 0.24440 0.22850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3640588 174891 -373650 169800 3272029 3359769 98107 488027 305315 3640588 2787241 195888 378140 1500 3359769 2564147 129004 100450 6360 2787241 2353514 166544 52089 8000 2564147 0 0 0 1348536 0 1348536 64409 -42220 22189 1370725 1088059 42220 42220 1045839 64409 64409 1110248 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -45,335. FOREIGN TAXES PAID 3,115. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 45,335. FOREIGN TAXES PAID -3,115. GOLF TOURNAMENT 90001 44666 45335 45335 90001 44666 45335 45335 45335 0 1 SCHOLARSHIPS 60 173823 CASH SCHOLARSHIPS AND AWARDS 410 307150 CASH PART I, LINE 2: SCHOLARSHIPS, GRANTS, AND AWARDS ARE AWARDED BASED ON SPECIFIC CRITERIA ESTABLISHED BY DONORS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED USING INFORMATION CONSOLIDATED BY OUR INDEPENDENT AUDITOR AND ACCOUNTANT. THE AUDIT REPORT OF THE INDEPENDENT ACCOUNTANT WERE PRESENTED TO AND APPROVED BY THE BOARD. THE FORM 990, ONCE COMPLETED, IS PROVIDED TO OUR EXECUTIVE COMMITTEE, MADE AVAILABLE TO THE BOARD, AND APPROVED BY OUR EXECUTIVE DIRECTOR AND BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A STATEMENT ACKNOWLEDGING OUR CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST ANNUALLY AND/OR AS THEY ARISE. IN THE EVENT OF A CONFLICT OF INTEREST, A BOARD MEMBER MAY BE RECUSED FROM THAT PORTION OF THE MEETING OR IN SOME CASES ASKED TO RESIGN FROM THEIR BOARD POSITION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR, PROGRAMS ADMINISTRATOR AND ANNUAL GIVING AND MARKETING DIRECTOR ARE NOT PAID DIRECTLY BY LEWISVILLE EDUCATION FOUNDATION (LEF) BUT ARE PAID BY LEWISVILLE INDEPENDENT SCHOOL DISTRICT (LISD). THE SALARIES ARE PAID BY LISD AND THEN 100% REIMBURSED TO LISD BY LEF. ADVANCEMENT SERVICES MANAGER WAGES ARE PAID BY LISD WITHOUT ANY REIMBURSEMENT TO LISD BY LEF. FORM 990, PART VI, SECTION C, LINE 18 OUR FORM 990 IS AVAILABLE UPON REQUEST OR ELECTRONICALLY THROUGH GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION IS AVAILABLE UPON REQUEST. LEWISVILLE INDEPENDENT SCHOOL DISTRICT 1565 W MAIN STREET LEWISVILLE TX 75067 756001955 INDEPENDENT SCHOOL DISTRICT TX 170 (C)(1) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 LISD - SCHOLARSHIPS GRANTS AND AWARDS B 480973 ACTUAL CASH PAID LISD - SALARIES OF EXEC DIR DEVELOPMENT DIR AND COMMMKT SEPCIALIST P 246092 ACTUAL CASH PAID LISD - SHARING OF FACILITIES AND EQUIPMENT N 48000 FAIR MARKET VALUE