2024-08-06T20:49:13-07:00 2024-06-30 990 2023-07-01 481159744 BLUE VALLEY EDUCATIONAL FOUNDATION BLUE 9132394622 15020 METCALF AVE OVERLAND PARK KS 66223 Susan Tideman Executive Director 9132394622 2023-07-24 1 2023 2024-08-08 14:25:15Z Susan Tideman 15020 Metcalf Overland Park KS 66223 2244796 0 X WWW.BVEF.ORG X 1987 KS TO ENRICH EXCELENCE THROUGH COMMUNITY OUTREACH, FINANCIAL SUSTAINABILITY, AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS 20 20 0 50 0 0 498876 552812 816528 841769 142700 850215 0 0 1458104 2244796 300234 316053 0 0 0 0 0 0 234863 1152574 980231 1452808 1296284 5296 948512 4267245 5012797 350360 217257 3916885 4795540 TO ENRICH EXCELLENCE THROUGH COMMUNITY OURREACH, FINANCIAL SUSTAINABILITY AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS. 0 0 59000 59000 59000 BLUE VALLYE PANTRY, DISTRICT-WIDE 47420 47420 47420 BLUE VALLEY PANTRY 25000 25000 25000 LIFT PROGRAM, DISTRICT-WIDE 527198 527198 527198 NUMEROUS OTHER PROGRAM SERVICES FUNDED THROUGH BVUSD# 229 527198 527198 527198 658618 1 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 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 0 0 0 X X Susan Tideman 9132394622 15020 METCALF AVE OVERLAND PARK KS 66223 X KATIE BRUELS BOARD MEMBER 2 0 X 0 0 0 BECKY ALFRED BOARD MEMBER 2 0 X 0 0 0 LAURA BERGER BOARD MEMBER 2 0 X 0 0 0 PAGE BURKS BOARD MEMBER 2 0 X 0 0 0 CLIFTON CARNEY BOARD MEMBER 2 0 X 0 0 0 ANDY DIORIO BOARD MEMBER 2 0 X 0 0 0 MIKE FAHEY BOARD MEMBER 2 0 X 0 0 0 MANEESH GAUBA BOARD MEMBER 2 0 X 0 0 0 MICHAEL GRAHAM BOARD MEMBR 2 0 X 0 0 0 SARA HOLMES BOARD MEMBER 2 0 X 0 0 0 CHRISTY LAHOOD BOARD MEMBER 2 0 X 0 0 0 SEASON LENTZ BOARD MEMBER 2 0 X 0 0 0 STEPHANIE MEYER BOARD MEMBER 2 0 X 0 0 0 LEAH MOUNTAIN NEECE BOARD MEMBER 2 0 X 0 0 0 FARIHA SHAFI BOARD MEMBER 2 0 X 0 0 0 DR TONYA MERRIGAN EX OFFICIO MEMBER 2 0 X 0 0 0 PATRICK WERTZBERGER PRESIDENT 2 0 X 0 0 0 EMILY WEST PRESIDENT-ELECT 2 0 X 0 0 0 DR KATIE COLLIER SECRETARY 2 0 X 0 0 0 MOLLY HERMRECK TREASURER 2 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 552812 0 0 0 18120 552812 MAJOR GIFTS & MAJOR SAVER 900099 92069 92069 0 0 DONOR ADVISED 900099 170447 170447 0 0 SCHOOL REGISTRATION 900099 80591 80591 0 0 PARTNERS IN EDUCATION 900099 49239 49239 0 0 PAYROLL DEDUCTIONS 900099 51877 51877 0 0 397546 397546 0 0 841769 850215 850215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 552812 0 2244796 1691984 0 0 300053 300053 16000 16000 384598 92304 140378 151916 0 0 0 0 22339 0 22339 0 0 0 0 0 0 0 19287 0 19287 0 0 0 0 0 25488 0 25488 0 13962 0 13962 0 35426 0 35426 0 0 0 0 0 18120 0 18120 0 202 0 202 0 0 0 0 0 1283 0 1283 0 0 0 0 0 0 0 0 0 0 0 0 0 2052 0 2052 0 MAJOR GIFTS / SAVER / SCH REG / PRNS / PR DED 38594 38594 0 0 FUNDRAISING (NON-PROFESSIONAL) 82947 0 0 82947 MEMORIAL GIFTS 211667 211667 0 0 INVESTMENT LOSSES 124266 0 124266 0 1296284 658618 402803 234863 111461 77154 556199 463294 104580 43380 12064 17965 3482941 4411004 4267245 5012797 153470 35926 196890 181331 350360 217257 X 3310104 3889729 606781 905811 3916885 4795540 4267245 5012797 948512 -69857 0 0 0 0 X 1 X 0 1 0 X 803928 765656 1669275 1315404 1403028 5957291 0 0 0 0 0 0 0 0 803928 765656 1669275 1315404 1403028 5957291 1895978 4061313 51967 48078 84274 142700 850215 1177234 0 0 0 0 0 0 7134525 7134525 0.56925 0.88659 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 0 532667 0 227759 0 912372 0 1 1 3183726 20100 583335 0 -53470 290 3840341 2806777 304954 87560 0 0 15565 3183726 2860243 525000 -515768 0 49098 13600 2806777 2355544 27023 454617 0 -36445 13386 2860243 2275958 12101 106185 0 26500 12200 2355544 1 0 0 1 0 Schedule D, Part V, Line 4 Endowment funds will be used to fund extraordinary learning opportunities within BVUSD #229 COMMUNITY BREAKFAST 397072 0 397072 0 0 49370 0 0 17144 BATTLE OF BANDS 104740 0 104740 0 0 0 0 0 10363 1 32880 0 32880 0 0 0 0 0 157986 534692 0 534692 0 0 49370 0 0 185493 234863 299829 1 BLUE VALLEY USD#229 15020 METCALF AVE OVERLAND PARK KS 66223 480720401 231874 ENRICH EXCELLENCE IN LOCAL SCHOOLS WITHIN BLUE VALLEY USD# 229 0 1 SEE SCHEDULE I, PART IV, STATEMENT 2 0 0 0 GRANTS ARE AWARDED THROUGH BLUE VALLEY SCHOOL DISTRICT WHERE THE DISTRICT MONITORS AND MANAGES AWARDED FUNDS. UNSPENT FUNDS ARE RETURNED TO THE FOUNDATION IF UNUSED AND CREDITED TO THE ORIGINAL EXPENSE ACCOUNT Schedule I, Part I, Line 2 Grants are awarded through Blue Valley School District where the district monitors and manages awarded funds. Unspent funds are return to the Foundation. Form 990, Part VI, Section B, Line 11b THE BOARD MEMBERS ARE PRESENTED WITH COPIES OF FORM 990 PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c ALL COVERED PARTIES (VOLUNTEERS, DIRECTORS, OFFICERS, AND ANY AGENTS OR OTHER PERSONS) IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE DECISIONS AND AFFAIRS OF THE FOUNDATION MUST ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM WHICH (1) CONFIRMS HE/SHE HAS READ THE CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY AND (2) DISCLOSES ANY RELATIONSHIP, TRANSACTION, POSITIONS HELD, OR CIRCUMSTANCES THAT THE COVERED PERSON BELIEVES COULD CREATE A CONFLICT OF INTEREST. Form 990, Part VI, Section C, Line 19 SCHEDULES AND FORM 990 ARE MADE AVAILABLE UPON REQUEST, AND AVAILABLE ON PUBLIC WEBSITES