2024-05-15T15:50:16-05:00 2023-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN STREET SUITE 200 SOUTH BEND IN 46601 990 2022-07-01 842181139 SOUTH BEND EMPOWERMENT ZONE INC SOUT 5743936176 215 S DR MARTIN LUTHER KING JR BL SOUTH BEND IN 46601 RONDA ROSS EXEC. DIRECTOR OF BUS. SERVICE 5743936176 2024-05-10 1 RONDA ROSS 999009999 0 MARGENE ZINK P01222961 5742894011 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONDA ROSS 215 S DR MARTIN LUTHER KING JR BLVD SOUTH BEND IN 46601 5054559 0 X HTTPS://SBEZONE.ORG/ X 2019 IN THE EMPOWERMENT ZONE NURTURES THE MIND, BODY, AND SPIRIT OF EACH CHILD BY EMBRACING EQUITY, LEARNING, AND CHANGE FOR STUDENTS, STAFF, AND FAMILIES. WE HARNESS THE POWER OF COMMUNITY AND RELATIONSHIPS TO IGNITE TRANSFORMATION. 9 9 77 0 0 0 4704412 5038167 0 0 1434 7534 2666 8858 4708512 5054559 0 0 0 0 3953260 4215230 0 0 0 634842 467064 4588102 4682294 120410 372265 439850 834461 131250 153596 308600 680865 THE EMPOWERMENT ZONE NURTURES THE MIND, BODY, AND SPIRIT OF EACH CHILD BY EMBRACING EQUITY, LEARNING, AND CHANGE FOR STUDENTS, STAFF, AND FAMILIES. WE HARNESS THE POWER OF COMMUNITY AND RELATIONSHIPS TO IGNITE TRANSFORMATION. 0 0 4086569 8858 IN THE SPRING OF 2019, THE INDIANA STATE BOARD OF EDUCATION (SBOE) DEVELOPED AN AGREEMENT WITH THE SOUTH BEND COMMUNITY SCHOOL CORPORATION TO CREATE THE SOUTH BEND EMPOWERMENT ZONE. THE SOUTH BEND EMPOWERMENT ZONE IS COMPRISED OF WILSON, WARREN, HARRISON, AND COQUILLARD ELEMENTARY SCHOOLS, AND NAVARRE MIDDLE SCHOOL. OUR CHARGE FROM THE SBOE IS TO DRAMATICALLY TRANSFORM STUDENT ACHIEVEMENT AND GROWTH AT OUR SCHOOLS OVER THE COURSE OF A FIVE-YEAR INTERVENTION. 4086569 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 IN X RONDA ROSS 5743936176 215 S DR MARTIN LUTHER KING BLVD SOUTH BEND IN 46601 X LESLIE WESLEY DIRECTOR 1.00 1.00 X 0 0 0 JEFF REA DIRECTOR 1.00 X 0 0 0 STEPHANIE BALL DIRECTOR 1.00 X 0 0 0 SONYA WATKINS DIRECTOR 1.00 X 0 0 0 DUANE WILSON DIRECTOR 1.00 X 0 0 0 KAREEMAH FOWLER DIRECTOR 1.00 X 0 0 0 ROSA HIESTAND SECRETARY 1.00 X X 0 0 0 RYAN MATTHYS TREASURER 1.00 X X 0 0 0 SAM CENTELLAS CHAIRMAN 1.00 X X 0 0 0 DR DAVION LEWIS ZONE CHIEF 40.00 X 186757 0 11141 VIRESSA DAVIS EXECUTIVE DIRECTOR STUDENT SERVICES 40.00 X 119398 0 28261 RONDA ROSS EXECUTIVE DIRECTOR OF BUSINESS SERVICES & GENERAL 40.00 X 159590 0 11141 JULIA TAO CHIEF OF STAFF 40.00 X 130240 0 10581 ROXANA ZAPATA EXECUTIVE DIRECTOR OF INSTRUCTIONAL SUPPORT TEAM 40.00 X 141181 0 11141 737166 0 72265 5 0 1 0 0 5038167 5038167 7534 7534 MISCELLANEOUS REVENUE 900099 8858 8858 8858 5054559 8858 0 7534 186757 186757 3724817 3724817 303656 289369 14287 141454 141454 25605 25605 25487 25487 4547 4547 62929 62929 40028 40028 19428 19428 31581 31581 29816 23991 5825 774 774 18912 18912 SCHOOL CULTURE AND CELE 48392 48392 DUES & SUBSCRIPTIONS 18111 18111 4682294 4086569 595725 0 302683 630105 12374 24527 122445 178255 3869 2295 2348 1574 439850 834461 131250 153596 131250 153596 X 308600 680865 308600 680865 439850 834461 372265 0 X X 0 1 X 1 0 X X 1 SOUTH BEND COMMUNITY SCHOOL CORPORATION 351076622 2 1 5038167 0 1 5038167 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X X 1 1 PART IV, SECTION D, LINE 3: SBCSC HAS ADEQUATE REPRESENTATION ON THE BOARD BECAUSE THREE DISTRICT REPRESENTATIVES SERVE ON THE SOUTH BEND EMPOWERMENT ZONE BOARD AND HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE SOUTH BEND EMPOWERMENT ZONE'S INCOME AND ASSETS THROUGH THE POWER OF THE BOARD OF DIRECTORS OF SOUTH BEND EMPOWERMENT ZONE TO APPROVE SOUTH BEND EMPOWERMENT ZONE'S ANNUAL BUDGET AND FINANCIALS BY A VOTE. PART IV, SECTION E, LINE 1C: SOUTH BEND EMPOWERMENT ZONE EXISTS TO SUPPORT THE SOUTH BEND COMMUNITY SCHOOL CORPORATION, A PUBLIC SCHOOL DISTRICT THAT IS A GOVERNMENTAL UNIT. PART IV, SECTION E, LINE 2A: PURSUANT TO IN CODE 20-31-9-4 AND IN CODE 20-31-9.5-9.5, AN INDIANA PUBLIC SCHOOL PLACED IN A CATEGORY OF SCHOOL IMPROVEMENT MAY SUBMIT A PLAN TO THE STATE BOARD TO CREATE A "TRANSFORMATION ZONE" WITHIN THE SCHOOL CORPORATION. IF A SCHOOL IS PLACED IN THE LOWEST CATEGORY OR DESIGNATION FOR ITS FOURTH YEAR, THE STATUTE AUTHORIZES THE INDIANA STATE BOARD OF EDUCATION ("SBOE") TO CONSIDER FURTHER OPTIONS FOR SCHOOL IMPROVEMENT AND IMPLEMENT AT LEAST ONE INTERVENTION. A SCHOOL WITHIN THE TRANSFORMATION ZONE IS CONSIDERED TO BE A "TURNAROUND ACADEMY AND SUBJECT TO ALL APPLICABLE LAWS, REGULATIONS, AND OTHER REQUIREMENTS. THIS TRANSFORMATION ZONE WILL INCLUDE NAVARRE MIDDLE SCHOOL AND ITS FOUR FEEDER ELEMENTARY SCHOOLS, ALL OF WHICH ARE CHRONICALLY LOW PERFORMING. PARTIES HAVE AGREED TO A PLAN OF SHARED ACTION TO ENSURE RAPID IMPROVEMENT IN EDUCATIONAL OPPORTUNITY AND ACHIEVEMENT FOR STUDENTS AT THE FIVE DESIGNATED SOUTH BEND EMPOWERMENT ZONE SCHOOLS. IN PARTNERSHIP WITH SBCSC, THESE SCHOOLS WILL BE PLACED IN AN INDEPENDENTLY-GOVERNED ZONE WITH HEIGHTENED AUTONOMY, SUPPORT, AND ACCOUNTABILITY TO ACCELERATE IMPROVEMENT. SOUTH BEND EMPOWERMENT ZONE WILL HAVE MANAGERIAL AND OPERATION CONTROL OVER THESE SCHOOLS. PART IV, SECTION E, LINE 2B: THE FIVE SCHOOLS INCLUDED IN THE TRANSFORMATION ZONE ARE PART OF THE SCHOOLS RUN BY SOUTH BEND COMMUNITY SCHOOL CORPORATION. SOUTH BEND EMPOWERMENT ZONE WAS CREATED IN PARTNERSHIP WITH SOUTH BEND COMMUNITY SCHOOL CORPORATION TO INDEPENDENTLY RUN THESE SCHOOLS TO ACCELERATE IMPROVEMENT. WITHOUT THE INTERVENTION OF SOUTH BEND EMPOWERMENT ZONE, THESE SCHOOLS WOULD ONCE AGAIN BE RUN BY THE SUPPORTED ORGANIZATION, SOUTH BEND COMMUNITY SCHOOL CORPORATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3869 2295 1574 1574 X 5054559 0 5054559 0 5054559 4682294 0 4682294 0 4682294 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS AN INDIANA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR STATE STATUTE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS GENERALLY CONTAIN NO PROVISION FOR INCOME TAXES. MANAGEMENT HAS EVALUTED ITS UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND BELIEVES IT IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 DR DAVION LEWIS ZONE CHIEF 186757 0 0 0 0 0 0 0 11141 0 197898 0 0 0 RONDA ROSS EXECUTIVE DIRECTOR OF BUSINESS SERVI 159590 0 0 0 0 0 0 0 11141 0 170731 0 0 0 ROXANA ZAPATA EXECUTIVE DIRECTOR OF INSTRUCTIONAL 141181 0 0 0 0 0 0 0 11141 0 152322 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR OF FINANCE REVIEWS THE FORM 990 AND DISCUSSES ITS CONTENTS WITH THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS REVIEW ALL VENDOR RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST WITH KEY EMPLOYEES AND BOARD MEMBERS PRIOR TO PURCHASING GOODS AND/OR SERVICES. FORM 990, PART VI, SECTION B, LINE 15A FOR EXECUTIVE MANAGEMENT, THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION BASED ON INDUSTRY STANDARDS AND AREA MEDIAN INCOME RANGES FOR THOSE POSITIONS. FOR THE EXECUTIVE DIRECTOR, THE BOARD OF DIRECTORS DETERMINES COMPENSATION BASED ON INDUSTRY STANDARDS, AREA MEDIAN INCOME RANGES, SKILL, TRAINING, AND EXPERTISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OVERSEES THE AUDIT. SOUTH BEND COMMUNITY SCHOOL CORPORATION 215 S ST JOSEPH ST SOUTH BEND IN 466012026 351076622 EXEMPT IN 501(C)3 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOUTH BEND COMMUNITY SCHOOL CORPORATION C 5038167 CASH