2024-02-27T16:15:07-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 54220 990 2022-07-01 392027804 SHEBOYGAN PUBLIC EDUCATION FOUNDATION INC SHEB 9202087667 605 NORTH 8TH STREET 214 SHEBOYGAN WI 53081 GERALD JONES PRESIDENT 9205502323 2024-02-23 1 GERALD JONES XXX-XX-XXXX 1 JON SWANSON P00953741 9206845500 2024-01-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GERALD JONES 605 NORTH 8TH STREET 214 SHEBOYGAN WI 53081 2006226 0 X SPEFWI.ORG X 2001 WI TO ENHANCE STUDENTS' EDUCATIONAL OPPORTUNITIES BY SUPPORTING HIGH QUALITY FACILITIES AND PROGRAMS. 11 11 2 40 0 0 148181 184588 0 0 96775 133096 22662 -2374 267618 315310 118497 202616 0 0 54794 64585 0 0 17273 106956 97086 280247 364287 -12629 -48977 5544609 5748774 890935 910861 4653674 4837913 X SPEF WILL RAISE CONTRIBUTIONS TO ENHANCE OUR STUDENTS' EDUCATIONAL OPPORTUNITIES BY SUPPORTING HIGH QUALITY FACILITIES AND PROGRAMS, NOT SUPPORTED BY THE BUDGET. 0 0 210539 202616 THE ORGANIZATION GAVE BACK OVER $83000 TO THE SCHOOLS IN GRANT REQUESTS THIS YEAR AND CURRENTLY ADMINISTERS 54 SCHOLARSHIP FUNDS WHICH BENEFIT THE STUDENTS OF THE SASD. SPEF CONTINUES TO SUPPORT A MID YEAR SCHOOL SUPPLY DONATION FOR ALL SCHOOLS AS WELL AS ANY HUMANITARIAN NEEDS WHICH COME UP DURING THE YEAR. 210539 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 WI X ROXANNE PAULS 9202087667 605 NORTH 8TH STREET STE 214 SHEBOYGAN WI 53081 KURT KOBER VICE-PRESIDENT 1.00 X X 0 0 0 WAYNE KOLZOW TREASURER 1.00 X X 0 0 0 JERRY JONES PRESIDENT 1.00 X X 0 0 0 CHRIS CONWAY DIRECTOR 1.00 X 0 0 0 BRIAN VERSEY DIRECTOR 1.00 X 0 0 0 LAURIE VAN VEGHEL DIRECTOR 1.00 X 0 0 0 JENNIFER SCAPELLATO DIRECTOR 1.00 X 0 0 0 DAVID FREITAG DIRECTOR 1.00 X 0 0 0 MIKE MARTIN DIRECTOR 1.00 X 0 0 0 TINA BRUNMEIER DIRECTOR 1.00 X 0 0 0 SHELI MOERCHEN DIRECTOR 1.00 X 0 0 0 CRAIG MAZZA DIRECTOR 1.00 X 0 0 0 ROXANNE PAULS CO-EXECUTIVE DIRECTOR 25.00 X 29696 0 0 TERRY SHIRCEL CO-EXECUTIVE DIRECTOR 25.00 X 27799 0 0 57495 0 0 0 0 0 0 0 25347 159241 13727 184588 139964 139964 1660744 1667612 -6868 -6868 -6868 20930 25347 23304 -2374 -2374 315310 0 0 130722 101016 101016 101600 101600 59995 6000 41997 11998 4590 459 3213 918 7400 7400 72883 72883 3793 527 3048 218 7260 726 5082 1452 1100 1100 464 93 93 278 1813 1813 SOLICITATION EXPENSE 1191 1191 1182 118 946 118 364287 210539 136475 17273 6517 5524 2554 8654 9600 2053 1878 1878 28943 25597 1591 3346 4971232 5081405 551237 645914 5544609 5748774 890079 910005 856 856 890935 910861 X 1934423 1996866 2719251 2841047 4653674 4837913 5544609 5748774 -48977 233216 0 X X 0 1 X 1 0 X 608157 255655 299772 148181 184588 1496353 608157 255655 299772 148181 184588 1496353 409645 1086708 109777 96729 79269 105876 139964 531615 2027968 88852 0.53590 0.51500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 754466 2000 48808 19000 786274 911190 2600 -138124 21200 754466 747871 1000 183319 21000 911190 767793 5086 -25008 747871 773521 22772 -28500 767793 0.88280 0.11720 0 0 28943 25597 3346 3346 CASH EQUIVALENTS 645914 F 645914 509835 233216 10888 23304 267408 242427 72883 72883 315310 325596 10888 23304 34192 291404 72883 72883 364287 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN EXPENSE ON THE FINANCIAL STATEMENTS 23,304. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,304. ALL IN FOR EDUCATION 45517 25347 20170 2402 4571 16312 45517 25347 20170 2402 4571 16312 23285 -3115 1 SHEBOYGAN AREA SCHOOL DISTRICT 830 VIRGINIA AVENUE SHEBOYGAN WI 53081 396004431 PUBLIC SCHOOL 101016 0 GENERAL SUPPORT 1 CATHY MARVER MEMORIAL 1 500 CHESTER T. HARRISON JR ELKS MEMORIAL 1 1000 DENN KROEFF FAMILY SCHOLARSHIP 20 17000 DON & JAN VAN AKKEREN MEMORIAL 1 1000 DUFOUR SCHOLARSHIP 4 2375 DUSTIN KNAUS GOLF SCHOLARSHIP 3 4500 ELAINE KROEFF SCHOLARSHIP 4 4000 FRENCH SCHOLARSHIP 2 2400 GLEN & KAREN MUELLER EDUCATIONAL MEMORIAL 4 10000 GOLDBERG SCHOLARSHIP 1 500 JOANNE L DREPS MEMORIAL SCHOLARSHIP 2 1725 KISTNER SCHOLARSHIP 21 39000 MARY AND CHARLES JONES MEMORIAL SCHOLARSHIP 1 600 NEUROHR SCHOLARSHIP 1 1500 NORTH 1959 SCHOLARSHIP 1 500 ROBIN OLSON SCHOLARSHIP 3 2500 SCHWOERER SCHOLARSHIP 2 5000 SIZONEN SCHOLARSHIP 1 4000 WARRINER SCHOLARSHIP 1 500 WILFERT SCHOLARSHIP 1 1000 DWIGHT PELKIN MEMORIAL 1 2000 PART I, LINE 2: SCHOLARSHIPS ADMINISTERED BY THE FOUNDATION ARE MADE OUT TO THE STUDENT AND THE SCHOOL THEY ARE ATTENDING. ALL SCHOLARSHIPS REQUIRE PROOF OF REGISTRATION FROM THE SCHOOL STUDENTS ARE ATTENDING IN ORDER TO RECEIVE THE SCHOLARSHIP FUNDS. THE DENN KROEFF SCHOLARSHIP ADMINISTERED BY THE FOUNDATION IS GIVEN OUT OVER 4 YEARS. STUDENTS MUST PROVIDE PROOF OF REGISTRATION ANNUALLY AS WELL AS A GRADE TRANSCRIPT TO SHOW THAT THEY ARE MAINTAINING A B AVERAGE. FORM 990, PART III, LINE 4A THE ORGANIZATION GAVE BACK OVER $83000 TO THE SCHOOLS IN GRANT REQUESTS THIS YEAR AND CURRENTLY ADMINISTERS 54 SCHOLARSHIP FUNDS WHICH BENEFIT THE STUDENTS OF THE SASD. SPEF CONTINUES TO SUPPORT A MID YEAR SCHOOL SUPPLY DONATION FOR ALL SCHOOLS AS WELL AS ANY HUMANITARIAN NEEDS WHICH COME UP DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS THREE DIFFERENT ACTIVE COMMITTEES, FINANCE, GRANT SELECTION, AND SCHOLARSHIP COMMITTEE. EVERY BOARD MEMBER SERVES ON ALL THREE COMMITTEES AS THEY ARE A VERY SMALL ORGANIZATION. THE FINANCE COMMITTEE ADVISES AND OVERSEES ALL FINANCIAL OBLIGATIONS AND INVESTMENTS. THE GRANT SELECTION COMMITTEE REVIEWS AND ADVISES GRANTS THAT ARE TO BE AWARDED. THE SCHOLARSHIP SELECTION COMMITTEE REVIEWS AND RECOMMENDS RECIPIENTS OF SPEF ADMINISTER SCHOLARSHIPS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE PRELIMINARY REPORT IS EMAILED TO THE TREASURER AND PRESIDENT FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A CO MANAGING DIRECTOR COMPENSATION IS REVIEWED ONCE ANNUALLY AFTER THE AUGUST BOARD MEETING. ANY CHANGES ARE DOCUMENTED AT THE MEETING AND FORWARDED TO THE DIRECTORS IN WRITTEN AND EMAIL FORM. CO MANAGING DIRECTORS ARE THE ONLY INDIVIDUALS THAT ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVALABLE UPON REQUEST. FROM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.