2025-08-05T08:07:00-04:00 2024-12-31 371450744 COMPASS POINTE CPAS LLP 609 TREYBOURNE DR STE A GREENWOOD IN 46142 990 2024-01-01 351923843 PERRY TOWNSHIP EDUCATION FOUNDATION PERR 3177892395 6548 ORINOCO AVENUE INDIANAPOLIS IN 46227 DELVAN ROEHLING TREASURER 2025-08-05 true false ANGELA L COY CPA P00885965 3178816670 2025-08-05 2024 2025-03-06 01:10:19Z DELVAN ROEHLING 7528 KILBARRON CT INDIANAPOLIS IN 46217 310520 false X WWW.PTEF.ORG X 1995 IN TO PROMOTE AND SUPPORT EDUCATION; TO RECEIVE AND ADMINISTER FUNDS FOR SUCH PURPOSES 10 10 3 55 0 80124 106503 0 54139 132364 11741 8140 146004 247007 62958 67922 0 73259 71525 0 27594 61841 49311 198058 188758 -52054 58249 1900187 2016831 11109 0 1889078 2016831 X THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PROMOTE AND SUPPORT EDUCATION; TO RECEIVE AND ADMINISTER FUNDS FOR SUCH ADDITIONAL AND CHARITABLE PURPOSES AS RELATED TO AND IN SUPPORT OF THE CURRICULAR AND EXTRACURRICULAR ACTIVITIES, PROGRAMS AND FACILITIES OF THE PUBLIC SCHOOLS OPERATED BY THE BOARD OF EDUCATION OF THE METROPOLITAN SCHOOL DISTRICT OF PERRY TOWNSHIP. false false 120698 67922 PERRY TOWNSHIP EDUCATION FOUNDATION, INC. (THE FOUNDATION) PROVIDES GRANT FUNDS FOR UNIQUE PROJECTS TO PROMOTE LEARNING IN PERRY TOWNSHIP. PERRY TOWNSHIP EDUCATION FOUNDATION, INC. (THE FOUNDATION) PROVIDES GRANT FUNDS FOR UNIQUE PROJECTS TO PROMOTE LEARNING IN PERRY TOWNSHIP. 120698 true true false false false false false false false true true true false false false false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 1 0 3 true false false false false false true true false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false IN X DELVAN ROEHLING 3175900332 7528 KILBARRON COURT INDIANAPOLIS IN 46217 X DUSTIN HITE PRESIDENT 3.00 X X 0 0 0 DELVAN ROEHLING TREASURER 3.00 X X 0 0 0 MONICA PONCE SECRETARY 2.00 X X 0 0 0 PATRICK SPRAY SUPERINTENDE 1.00 X 0 0 0 CHARLES T STUMPF JR PAST PRESIDE 1.00 X X 0 0 0 MEGAN BUEHLER BOARD MEMBER 0.50 X 0 0 0 KEVIN KOONTZ BOARD MEMBER 0.50 X 0 0 0 ANDY MAY BOARD MEMBER 0.50 X 0 0 0 JASON BRATINA BOARD MEMBER 0.50 X 0 0 0 JIM SULLIVAN BOARD MEMBER 0.50 X 0 0 0 false false false 375 106128 375 106503 25322 25322 153310 9990 56258 97052 9990 107042 97052 9990 15395 375 7255 8140 247007 97052 35312 67922 67922 66442 26577 13288 26577 5083 2033 2033 1017 14496 14496 17435 17435 945 945 1999 1276 723 4017 4017 6102 6102 2310 2310 BOARD MEETING EXPENSE 1261 1261 DUES & SUBSCRIPTIONS 375 375 BANK CHARGES 244 244 DONOR/VOLUNTEER RECOGNITI 72 72 55 46 9 188758 120698 40466 27594 213136 212883 112040 121446 10220 10220 1575011 1682502 1900187 2016831 8846 2263 11109 0 X 314067 334329 1575011 1682502 1889078 2016831 1900187 2016831 X 58249 69528 -24 X true X false true false X 70508 93454 73274 80124 106503 423863 70508 93454 73274 80124 106503 423863 423863 12606 19959 16932 13650 25322 88469 512332 103993 0.82730 0.83990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1575011 194674 69749 17434 1682502 1506945 130570 46959 15545 1575011 1783802 -187682 72761 16414 1506945 1459610 401312 60335 16786 1783802 1369203 160435 58689 11339 1459610 1.00000 true false 10220 10220 ENDOWMENT ASSETS 1682502 F 1682502 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SOLE INTEDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS ARE FOR THE LONG- TERM, SUSTAINABLE FUNDING OF GRANTS FOR EDUCATORS AND SCHOLARSHIPS FOR STUDENTS IN PERRY TOWNSHIP. EACH YEAR, THE FOUNDATION USES APPROXIMATELY 5% OF THE ENDOWMENT ASSETS TO AWARD GRANTS AND SCHOLARSHIPS. THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY HELD BY THE CENTRAL INDIANA COMMUNITY FUND, AN UNRELATED ORGANIZATION THAT MAINTAINS MULTIPLE COMMUNITY ASSETS. GOLF OUTING 14517 375 14142 375 5729 14517 375 14142 375 5729 6104 8038 false GLENNS VALLEY ELEMENTARY 8239 MORGANTOWN ROAD INDIANAPOLIS IN 46217 10290 ROSA PARKS KINDERGARTEN ACADEMY 7525 WELLINGSHIRE BLVD INDIANAPOLIS IN 46217 5290 SOUTHPORT HIGH SCHOOL 971 E BANTA ROAD INDIANAPOLIS IN 46227 6250 SCHEDULE I, PAGE 4, PART IV PART I, LINE 2: RECIPIENTS ARE ASKED TO SIGN AN AGREEMENT BEFORE RECEIVING THE FUNDS STATING THEY WILL SPEND THE FUNDS IN ACCORDANCE WITH THE CRITIERIA STATED ON THEIR APPLICATION. FUNDS ARE GIVEN TO THE TREASURERS IN THE SCHOOLS, RATHER THAN THE RECIPIENTS IN ORDER TO PROPERLY TRACK RECIPIENT SPENDING. AT THE END OF THE SCHOOL YEAR, RECIPIENTS MUST SUBMIT A WRITTEN REPORT TO THE FOUNDATION LISTING HOW THE FUNDS WERE SPENT AND THE IMPACT ON STUDENTS. THE FOUNDATION REVIEWS THESE REPORTS AT YEAR-END. FORM 990 - ORGANIZATION'S MISSION THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PROMOTE AND SUPPORT EDUCATION; TO RECEIVE AND ADMINISTER FUNDS FOR SUCH ADDITIONAL AND CHARITABLE PURPOSES AS RELATED TO AND IN SUPPORT OF THE CURRICULAR AND EXTRACURRICULAR ACTIVITIES, PROGRAMS AND FACILITIES OF THE PUBLIC SCHOOLS OPERATED BY THE BOARD OF EDUCATION OF THE METROPOLITAN SCHOOL DISTRICT OF PERRY TOWNSHIP. FORM 990, PAGE 2, PART III, LINE 4D PERRY TOWNSHIP EDUCATION FOUNDATION, INC. (THE FOUNDATION) PROVIDES GRANT FUNDS FOR UNIQUE PROJECTS TO PROMOTE LEARNING IN PERRY TOWNSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE MAJORITY OF THE INFORMATION NECESSARY TO COMPLETE THE FORM 990 WAS GATHERED BY PERRY TOWNSHIP EDUCATION FOUNDATION'S EXECUTIVE DIRECTOR AND BOARD TREASURER. AN OUTSIDE PUBLIC ACCOUNTING FIRM PREPARED A DRAFT COPY OF THE FORM 990 THAT WAS SENT TO THE BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, PRESIDENT PRO TEM, TREASURER AND SECRETARY) FOR REVIEW. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE ENTIRE BOARD WAS PROVIDED A FINAL COPY BEFORE IT WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE POTENTIAL FOR CONFLICTS, REPORTED CONFLICTS, AND OTHER MATTERS ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DETERMINED BY CURRENT MARKET FACTORS FOR LIKE ORGANIZATIONS OF COMPARABLE SIZE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DETERMINING AND APPROVING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DETERMINED BY CURRENT MARKET FACTORS FOR LIKE ORGANIZATIONS OF COMPARABLE SIZE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DETERMINING AND APPROVING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, APPLICABLE POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 MEALS NON-DEDUCTIBLE -24