2024-10-29T02:25:05-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 421364293 WATERLOO COMMUNITY SCHOOLS FOUNDATION WATE 3192140134 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 HANNAH LUCE EXECUTIVE DIRECTOR 3192140134 2024-10-25 1 0 BRIAN ARONSON CPA P01425251 3192346885 2024-10-25 2023 2024-10-15 13:58:12Z HANNAH LUCE 201 TOWER PARK DRIVE 106 WATERLOO IA 50701 661426 0 X WWW.WCSFOUNDATION.ORG/ X 1989 IA SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT. 21 21 2 52 0 0 286117 549811 0 0 12053 32033 -13130 -7862 285040 573982 92534 181792 0 0 113014 136703 0 0 116082 35249 36381 240797 354876 44243 219106 1253311 1496847 181151 146000 1072160 1350847 X TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS. 0 0 199839 181792 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 14 YEARS, THE WSF HAS PLEDGED AND GIFTED OVER $2.5 MILLION TO SUPPORT 12 DISTRICT INITIATIVES, 121 TEACHER GRANTS, AND 72 STUDENT GRANTS. 199839 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 HANNAH LUCE EXECUTIVE DIRECTOR 40.00 X 69053 0 8676 SHANTE WALLICAN-NESBIT PRESIDENT 1.00 X X 0 0 0 KATE REICHERTS PAST PRESIDENT 0.50 X X 0 0 0 ADIJAN ABDIC VICE-PRESIDENT 1.00 X X 0 0 0 KINON O'NEAL SECRETARY 1.00 X X 0 0 0 ANNA CAUGHRON DIRECTOR 0.50 X 0 0 0 AMELA CJEVANOVIC DIRECTOR 0.50 X 0 0 0 BRENA HUBER DIRECTOR 0.50 X 0 0 0 LORI JOHNSON DIRECTOR 0.50 X 0 0 0 TIFFINI KIELER 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 JODI MINARD DIRECTOR 0.50 X 0 0 0 BERNICE RICHARD DIRECTOR 0.50 X 0 0 0 ANDY RICHTER DIRECTOR 0.50 X 0 0 0 KALOLA ROBY DIRECTOR 0.50 X 0 0 0 JILLIAN RUTLEDGE DIRECTOR 0.50 X 0 0 0 MANECA SEENSTER 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 69053 0 8676 0 0 0 0 0 12538 537273 16807 549811 24246 24246 82776 74989 7787 7787 7787 4593 12538 12455 -7862 -7862 573982 0 0 24171 168912 168912 12880 12880 78066 7807 15614 54645 48300 4830 43470 1449 145 1304 8888 889 1778 6221 10940 10940 3331 3331 712 712 1951 1951 7134 713 1427 4994 3500 350 700 2450 1086 1086 2289 2289 28 28 753 753 4657 3313 297 1047 354876 199839 38955 116082 534649 670023 77195 82365 13817 13817 0 0 641467 744459 1253311 1496847 1151 0 180000 146000 181151 146000 X 115082 176403 957078 1174444 1072160 1350847 1253311 1496847 219106 59581 0 X 0 0 0 X 267674 452183 315550 286117 549811 1871335 267674 452183 315550 286117 549811 1871335 558856 1312479 2460 2946 29066 12053 24246 70771 1402 2450 3852 1945958 0.67450 0.67990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2021 AMOUNT: $ 1,402. 2022 AMOUNT: $ 2,450. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/17/19 AMOUNT: 105917. DESCRIPTION: CASH DATE: 10/03/19 AMOUNT: 194083. DESCRIPTION: CASH DATE: 09/05/19 AMOUNT: 312814. DESCRIPTION: CASH DATE: 06/30/21 AMOUNT: 164532. DESCRIPTION: CASH DATE: 09/27/21 AMOUNT: 133220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 52418 0 0 152535 19118 171653 158596 -6061 152535 159470 -849 25 158596 134330 22310 2830 159470 131816 2514 134330 0.31300 0.00000 0.68700 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). 1 WATERLOO COMMUNITY SCHOOL DISTRICT 1516 WASHINGTON ST WATERLOO IA 50702 421364293 156712 0 PURCHASE OF EDUCATIONAL EQUIPMENT AND STUDENT PROGRAM SUPPORT. GALLAGHER BLUEDORN PERFORMING ARTS 204 COMMONS CEDAR FALLS IA 50614 426058591 9700 0 SUPPORT FOR ARTS IGNITE GRANTS ARE AWARDED TO STUDENTS FOR PROJECTS INCLUDING COMPETITIONS AND ACADEMIC TRAVEL WHICH PREPARES THEM FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP 55 12880 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