2024-11-27T09:39:39-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-07-01 411808042 HOPKINS EDUCATION FOUNDATION HOPK 9529884097 1001 HIGHWAY 7 SUITE 243 HOPKINS MN 55305 EMILY WALLACE-JACKSON EXECUTIVE DIRECTOR 9529884097 2024-11-25 1 0 HEIDI TATRO P01591796 6123764500 2024-11-25 2023 2024-10-15 13:58:12Z EMILY WALLACE-JACKSON 1001 HIGHWAY 7 SUITE 243 HOPKINS MN 55305 404164 0 X WWW.HOPKINSEDUCATIONFOUNDATION.ORG X 1995 MN TO PROVIDE RESOURCES TO ENRICH EDUCATIONAL EXPERIENCES WITHIN THE HOPKINS SCHOOL DISTRICT. 21 21 5 50 0 0 444437 326927 0 0 2638 21611 -8192 -23669 438883 324869 330342 251748 0 0 148283 155037 0 0 108435 39344 51951 517969 458736 -79086 -133867 685464 572215 3340 4593 682124 567622 X TO PROVIDE RESOURCES TO ENRICH EDUCATIONAL EXPERIENCES WITHIN THE HOPKINS SCHOOL DISTRICT. 0 0 282935 251748 PROGRAMS TO PROMOTE AND ENHANCE EDUCATION OPPORTUNITIES IN THE HOPKINS SCHOOL DISTRICT GRANTS FUNDED INCLUDE: 1. ROYAL DELIVERIES, 100 STUDENTS 2. VISION 2031 AND T-PLUS SUPPORTED HOPKINS ROYALS MASCOTS, 6,800 STUDENTS 3. SOFT-START BRAIN BINS, 75 STUDENTS 4. GLEN LAKE COMMUNITY READS, 452 STUDENTS 5. DIFFERENTIATION FOR ALL! 100 STUDENTS 6. MIDDLE SCHOOL FIRST TECH CHALLENGE CODING AND ROBOTICS, 963 STUDENTS 7. JAZZ COOKS: LAST CALL!, 75 STUDENTS 8. CHINESE LEARNING ENRICHMENT ACTIVITIES, 150 STUDENTS 9. EMOTIONAL SUPPORT BOOKS FOR KIDS, 50 STUDENTS 10. MEADOWBROOK NATURESCAPE, 100 STUDENTS 11. LEARNING CHOICES CHANGES IN THE COMMUNITY, 50 STUDENTS 12. IKE MOBILE 'ZINE STUDIO, 475 STUDENTS 13. SCIENCE BREAKOUT BOX, 550 STUDENTS 14. CULTURAL HOLIDAY CELEBRATIONS,122 STUDENTS 15. CLASSROOM SCOOTIES, 963 STUDENTS 16. ADAPTIVE PICKLEBALL FOR SPECIAL NEEDS STUDENTS, 35 STUDENTS 17. FUNCTIONAL FITNESS FOR SELF-REGULATION AND ENGAGEMENT, 50 STUDENTS 18. HEADPHONES FOR SUCCESS IN SPECIAL EDUCATION, 125 STUDENTS 19. SANDBOX CREATION, 100 STUDENTS 20. PEACE PATHWAY: A LABYRINTH OF RESTORATIVE CULTURE, WELLNESS & COMMUNITY, 50 STUDENTS 21. ASL CLASS PARTNERS WITH PAISLEY PARK TO CREATE DEAF EQUITY, 150 STUDENTS 22. D&D&D, 32 STUDENTS 23. WOMEN IN JAZZ 24. GATEWOOD CARE FARMING PROGRAM, 438 STUDENTS 25. MUSIC CLASS REIMAGINED, 574 STUDENTS 26. DISABILITY VOICES IN LITERATURE, 125 STUDENTS 27. SEL ART THERAPY, 50 STUDENTS 28. HISTORY BY SHAKESPEARE, 225 STUDENTS 29. PROJECT BASED LEARNING: CREATE GOLFCOURSE, 250 STUDENTS 30. HHS: CNA LAB CONTINGENCY FUND, 100 STUDENTS 31. HHS CULINARY APPEARANCE IMPROVEMENT, 125 STUDENTS 32. EQUIPMENT FOR LITTLEST LEARNERS, 50 STUDENTS 33. 3DOODLER PENS FOR STEAM, 500 STUDENTS 34. REGGIO INFANTS: HOME AND SCHOOL, 50 STUDENTS 35. CULTURAL HOLIDAY CELEBRATIONS, 125 STUDENTS 36. SOCIAL/EMOTIONAL TOOLS FOR CAREGIVERS & CHILD, 55 STUDENTS 37. INCREASE SOCIAL/EMOTIONAL FUNCTIONING AT GATEWOOD, 60 STUDENTS 38. SOLAR AT NORTH, 963 STUDENTS 39. HOPKINS ON WHEELS, 55 STUDENTS 40. UNIFIED PE, 225 STUDENTS 41. SOCIAL WELLNESS, 1000 STUDENTS 42. PHYSICAL THERAPY TRIAL ITEMS, 50 STUDENTS 43. MN HS COUNSELOR ASSOCIATION, 1500 STUDENTS 44. BACK TO OUR ROOTS, 519 STUDENTS 45. MODERNIZING RISE, 28 STUDENTS 46. OUTDOOR AT PLAY AT GATEWOOD, 413 STUDENTS 47. HOSA, 550 STUDENTS 48. COMPUTER SCIENCE SPECIAL PROJECT, 1500 STUDENTS 282935 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 MN X EMILY WALLACE-JACKSON 9529884149 1001 HIGHWAY 7 SUITE 243 HOPKINS MN 55305 BRYAN KRESKE PRESIDENT 5.00 X X 0 0 0 GUTHRIE KELLOM TREASURER 1.00 X X 0 0 0 JEN TRUJILLO SECRETARY 1.00 X X 0 0 0 PAM BRYDEN SECRETARY 1.00 X X 0 0 0 TRAVIS SMITH VICE PRESIDENT 1.00 X X 0 0 0 ASHLEY GOTREAU DIRECTOR 1.00 X 0 0 0 BETSY ANDERSON SECRETARY 1.00 X 0 0 0 CLARE SCOTT DIRECTOR 1.00 X 0 0 0 ELIZABETH GRZECHOWIAK DIRECTOR 1.00 X 0 0 0 JIM CAMERON DIRECTOR 1.00 X 0 0 0 KAREN WILCOX DIRECTOR 1.00 X 0 0 0 KRISTIN HANNEMAN DIRECTOR 1.00 X 0 0 0 KRISTIN O'SHEA DIRECTOR 1.00 X 0 0 0 LOAN HUYNH DIRECTOR 1.00 X 0 0 0 MARA GOLLIN-GARRETT DIRECTOR 1.00 X 0 0 0 MARINA KERN DIRECTOR 1.00 X 0 0 0 NICOLE SCHATCHMAN DIRECTOR 1.00 X 0 0 0 ROBERT MCNEILL DIRECTOR 1.00 X 0 0 0 EMILY WALLACE-JACKSON EXECUTIVE DIRECTOR, CURRENT 24.00 X X 25870 0 0 JENNIFER ST CLAIR EXECUTIVE DIRECTOR, PREVIOUS 24.00 X X 42416 0 0 68286 0 0 0 0 0 0 0 223192 103735 42779 326927 21611 21611 55626 223192 79295 -23669 -23669 324869 0 0 -2058 251748 251748 68286 10242 6829 51215 75701 18257 21378 36066 11050 2185 2161 6704 14971 14971 1348 1348 7773 503 716 6554 9457 9457 3441 3441 MISCELLANEOUS 14961 8413 6548 458736 282935 67366 108435 217126 31333 7940 0 400 0 5750 6250 4050 4050 0 0 454248 534632 685464 572215 3340 4593 3340 4593 X 307701 158774 374423 408848 682124 567622 685464 572215 -133867 19365 0 X 1 X 0 0 0 X 448263 186087 279695 444437 326927 1685409 448263 186087 279695 444437 326927 1685409 93122 1592287 7441 3701 2132 2638 21611 37523 18012 18012 1740944 579225 0.91460 0.90220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RETURN OF GRANT FUNDS - 2020 AMOUNT: $ 18,012. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 234424 150 25969 260543 184975 28348 21101 234424 139375 62900 -17300 184975 117562 21813 139375 111979 5583 117562 0.00000 1.00000 0 0 4050 4050 0 0 X PART V, LINE 4: TO PRESERVE THE REAL PURCHASING POWER OF ENDOWMENT ASSETS AND INCOME AFTER ACCOUNTING FOR ENDOWMENT SPENDING AND COST OF PORTFOLIO MANAGEMENT. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FOUNDATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE IRC. THE FOUNDATION FOLLOWS THE STANDARD FOR UNCERTAIN TAX POSITIONS THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN IN THEIR OPERATIONS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. ROYAL BASH 261802 210100 51702 45856 2450 24153 ROCKNROYAL 11022 9592 1430 239 544 398 2222 1 5994 3500 2494 146 2800 487 278818 223192 55626 46095 690 5648 26862 79295 -23669 MN MN 0 0 0 0 0 0 1 HOPKINS PUBLIC SCHOOLS 1001 HIGHWAY 7 HOPKINS MN 55305 416008248 N/A 251748 0 N/A N/A GENERAL ASSISTANCE 1 0 PART I, LINE 2: A GRANTS REIMBURSEMENT FORM IS REQUIRED TO RECEIVE FUNDS FROM THE HOPKINS EDUCATION FOUNDATION. IT IS A DETAILED FORM ABOUT THE NATURE OF THE EXPENSES (VENDOR, DESCRIPTION AND AMOUNTS) AND IS REQUIRED TO BE SIGNED BY BOTH THE GRANT RECIPIENT AND THE SCHOOL PRINCIPAL. ONE MONTH AFTER THE COMPLETION DATE OF THE PROJECT, A PROJECT FINAL REPORT IS REQUIRED TO BE RECEIVED BY HOPKINS EDUCATION FOUNDATION. X 1 1200 COST X ENTERTAINMENT/TICKETS/GIFT CARDS 120 41579 COST 0 0 0 PART III PROGRAMS TO PROMOTE AND ENHANCE EDUCATION OPPORTUNITIES IN THE HOPKINS SCHOOL DISTRICT GRANTS FUNDED INCLUDE: 1. ROYAL DELIVERIES, 100 STUDENTS 2. VISION 2031 AND T-PLUS SUPPORTED HOPKINS ROYALS MASCOTS, 6,800 STUDENTS 3. SOFT-START BRAIN BINS, 75 STUDENTS 4. GLEN LAKE COMMUNITY READS, 452 STUDENTS 5. DIFFERENTIATION FOR ALL! 100 STUDENTS 6. MIDDLE SCHOOL FIRST TECH CHALLENGE CODING AND ROBOTICS, 963 STUDENTS 7. JAZZ COOKS: LAST CALL!, 75 STUDENTS 8. CHINESE LEARNING ENRICHMENT ACTIVITIES, 150 STUDENTS 9. EMOTIONAL SUPPORT BOOKS FOR KIDS, 50 STUDENTS 10. MEADOWBROOK NATURESCAPE, 100 STUDENTS 11. LEARNING CHOICES CHANGES IN THE COMMUNITY, 50 STUDENTS 12. IKE MOBILE 'ZINE STUDIO, 475 STUDENTS 13. SCIENCE BREAKOUT BOX, 550 STUDENTS 14. CULTURAL HOLIDAY CELEBRATIONS,122 STUDENTS 15. CLASSROOM SCOOTIES, 963 STUDENTS 16. ADAPTIVE PICKLEBALL FOR SPECIAL NEEDS STUDENTS, 35 STUDENTS 17. FUNCTIONAL FITNESS FOR SELF-REGULATION AND ENGAGEMENT, 50 STUDENTS 18. HEADPHONES FOR SUCCESS IN SPECIAL EDUCATION, 125 STUDENTS 19. SANDBOX CREATION, 100 STUDENTS 20. PEACE PATHWAY: A LABYRINTH OF RESTORATIVE CULTURE, WELLNESS & COMMUNITY, 50 STUDENTS 21. ASL CLASS PARTNERS WITH PAISLEY PARK TO CREATE DEAF EQUITY, 150 STUDENTS 22. D&D&D, 32 STUDENTS 23. WOMEN IN JAZZ 24. GATEWOOD CARE FARMING PROGRAM, 438 STUDENTS 25. MUSIC CLASS REIMAGINED, 574 STUDENTS 26. DISABILITY VOICES IN LITERATURE, 125 STUDENTS 27. SEL ART THERAPY, 50 STUDENTS 28. HISTORY BY SHAKESPEARE, 225 STUDENTS 29. PROJECT BASED LEARNING: CREATE GOLFCOURSE, 250 STUDENTS 30. HHS: CNA LAB CONTINGENCY FUND, 100 STUDENTS 31. HHS CULINARY APPEARANCE IMPROVEMENT, 125 STUDENTS 32. EQUIPMENT FOR LITTLEST LEARNERS, 50 STUDENTS 33. 3DOODLER PENS FOR STEAM, 500 STUDENTS 34. REGGIO INFANTS: HOME AND SCHOOL, 50 STUDENTS 35. CULTURAL HOLIDAY CELEBRATIONS, 125 STUDENTS 36. SOCIAL/EMOTIONAL TOOLS FOR CAREGIVERS & CHILD, 55 STUDENTS 37. INCREASE SOCIAL/EMOTIONAL FUNCTIONING AT GATEWOOD, 60 STUDENTS 38. SOLAR AT NORTH, 963 STUDENTS 39. HOPKINS ON WHEELS, 55 STUDENTS 40. UNIFIED PE, 225 STUDENTS 41. SOCIAL WELLNESS, 1000 STUDENTS 42. PHYSICAL THERAPY TRIAL ITEMS, 50 STUDENTS 43. MN HS COUNSELOR ASSOCIATION, 1500 STUDENTS 44. BACK TO OUR ROOTS, 519 STUDENTS 45. MODERNIZING RISE, 28 STUDENTS 46. OUTDOOR AT PLAY AT GATEWOOD, 413 STUDENTS 47. HOSA, 550 STUDENTS 48. COMPUTER SCIENCE SPECIAL PROJECT, 1500 STUDENTS FORM 990, PART VI, SECTION A, LINE 1A THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR MONITORING ANY CONFLICTS THROUGHOUT THE YEAR. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE INCLUDING THE BOARD TREASURER AND PRESIDENT, IN ADDITION TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR MONITORING ANY CONFLICTS THROUGHOUT THE YEAR. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE, WHO MAKES A PROPOSAL TO THE FULL BOARD FOR DISCUSSION AND FINAL APPROVAL. THE MINUTES TO BOTH THE EXECUTIVE COMMITTEE AND THE BOARD TIMELY NOTE THE DELIBERATION AND FINAL DECISION. COMPARABILITY DATA IS NOT USED AS PART OF THE EXECUTIVE COMMITTEE'S REVIEW; THOUGH THE COMMITTEE FEELS THE MERIT BASED INFORMATION USED AS PART OF THEIR REVIEW PROCESS IS COMPARABLE TO WHAT THE INDUSTRY IS PROVIDING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.